#1Forward Wealth
GALLACHER CAPITAL LLC
Based in Lone Tree, CO
Retirement Plan Advisors in Douglas County, CO
The top-ranked retirement plan advisors serving Douglas County, CO are Forward Wealth, Gbg Wealth Management LLC and Geneos Wealth Management, Inc.. We list 46 retirement plan advisors serving Douglas County, CO. 30 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Douglas County, CO. 46 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Douglas County
#2Gbg Wealth Management LLC
GBG WEALTH MANAGEMENT LLCBased in Lone Tree, CO#3Geneos Wealth Management, Inc.
GENEOS WEALTH MANAGEMENT, INC.Based in Meridian, CO#4Jackson Creek Investment Advisors LLC
JACKSON CREEK INVESTMENT ADVISORS LLCBased in Castle Rock, CO#5Parsonex Advisory Services, Inc.
PARSONEX ADVISORY SERVICES, INC.Based in CO#6Rosel Wealth Management, LLC
ROSEL WEALTH MANAGEMENT, LLCBased in Highlands Ranch, CO#7Tier One Wealth Management
FIRST SOURCE INVESTMENT PARTNERS, LLCBased in CO#8Paller Financial Services, Inc.
PALLER FINANCIAL SERVICES, INC.Serves this area from Centennial, CO (17 mi)#9Fi401k Advisors
FI401K ADVISORS, LLCServes this area from Centennial, CO (17 mi)#10Peak Capital Management, LLC
PEAK CAPITAL MANAGEMENT, LLCServes this area from Greenwood Village, CO (19 mi)
20 more providers serving this area
- Heirloom Wealth Management LLC, Greenwood Village, CO (19 mi)
- Paramount Associates Wealth Management, Greenwood Village, CO (19 mi)
- Downing Street Wealth Management LLC, Greenwood Village, CO (19 mi)
- Summit Hill Wealth Management, LLC, Greenwood Village, CO (20 mi)
- Wakefield Asset Management, Lllp, Greenwood Village, CO (20 mi)
- Wakefield Wealth Management, Lllp, Greenwood Village, CO (20 mi)
- Fiduciary Consulting Group, Greenwood Village, CO (20 mi)
- Impact Capital Partners LLC, Greenwood Village, CO (20 mi)
- Marshall Investment Management, LLC, Greenwood Village, CO (20 mi)
- Tandem Financial, LLC, Greenwood Village, CO (20 mi)
- Summitpoint Capital Management, Littleton, CO (21 mi)
- Integra Financial, Inc., Greenwood Village, CO (21 mi)
- Stordahl Capital Management, Inc., Greenwood Village, CO (21 mi)
- Summit Wealth Group, Gleneagle, CO (21 mi)
- Capital Financial Group, Inc., Dakota Ridge, CO (23 mi)
- Sharkey Howes & Javer Inc, Glendale, CO (26 mi)
- Forty North Wealth, Glendale, CO (26 mi)
- 56 Capital Partners, Ltd, Colorado Springs, CO (27 mi)
- Everoak Wealth Co, Colorado Springs, CO (28 mi)
- Bason Asset Management, Lakewood, CO (28 mi)
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Frequently asked questions
How many retirement plan advisors serve Douglas County?
We list 46 retirement plan advisors serving Douglas County, CO: 7 based there and 39 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Douglas County?
The top-ranked retirement plan advisors serving Douglas County, CO are Forward Wealth, Gbg Wealth Management LLC, Geneos Wealth Management, Inc., Jackson Creek Investment Advisors LLC and Parsonex Advisory Services, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Douglas County are verified against official records?
10 of the top 10 match an active official record: Forward Wealth (U.S. Securities and Exchange Commission), Gbg Wealth Management LLC (U.S. Securities and Exchange Commission), Geneos Wealth Management, Inc. (U.S. Securities and Exchange Commission), Jackson Creek Investment Advisors LLC (U.S. Securities and Exchange Commission) and Parsonex Advisory Services, Inc. (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Cities in Douglas County
Communities served
Castle Pines, Lone Tree, The Pinery, Roxborough Park, Stonegate, Meridian, Castle Pines Village, Sierra Ridge, Meridian Village, Acres Green, Stepping Stone, Perry Park, Sterling Ranch, Grand View Estates, Franktown, Louviers, Larkspur, Sedalia, Westcreek