#1Bason Asset Management
BASON ASSET MANAGEMENT LLC
Based in Lakewood, CO
Retirement Plan Advisors in Lakewood, CO
The top-ranked retirement plan advisors serving Lakewood, CO are Bason Asset Management, Integrity Prosperity Security (ips) Strategic Capital and Legacy Wealth Partners, LLC. We list 71 retirement plan advisors serving Lakewood, 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 Lakewood, CO (Jefferson County). 71 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 Lakewood
#2Integrity Prosperity Security (ips) Strategic Capital
MUTUAL FUND PROTECTION SERVICEBased in Lakewood, CO#3Legacy Wealth Partners, LLC
LEGACY WEALTH PARTNERS, LLCBased in Lakewood, CO#4Mattern Capital Management, LLC
MATTERN CAPITAL MANAGEMENT, LLCBased in Lakewood, CO#5Western Wealth Management LLC
WESTERN WEALTH MANAGEMENT LLCBased in Lakewood, CO#6Trailwise Financial Partners, LLC
TRAILWISE FINANCIAL PARTNERS, LLCServes this area from CO#7Capital Financial Group, Inc.
CAPITAL FINANCIAL GROUP, INC.Serves this area from Dakota Ridge, CO (7 mi)#8Invictus Private Wealth, LLC
INVICTUS PRIVATE WEALTH, LLCServes this area from Denver, CO (7 mi)#9Noble Wealth Partners
NOBLE WEALTH PARTNERS, LLCServes this area from Denver, CO (7 mi)#10Gilpin Wealth Management LLC
GILPIN WEALTH MANAGEMENT LLCServes this area from Fairmount, CO (7 mi)
20 more providers serving this area
- Triumph Capital Management, Denver, CO (7 mi)
- Ima Advisory Services, Inc., Denver, CO (7 mi)
- Trg Investment Advisors, LLC, Denver, CO (7 mi)
- Ascentris, Denver, CO (7 mi)
- Ghp Investment Advisors Inc, Denver, CO (7 mi)
- Maia Wealth, Denver, CO (7 mi)
- Mercer Global Advisors Inc., Denver, CO (7 mi)
- Monticello Associates, LLC, Denver, CO (8 mi)
- Wealth Engineers, LLC, Denver, CO (8 mi)
- Capital Asset Management, LLC, Denver, CO (8 mi)
- World Capital Advisors, LLC, Denver, CO (8 mi)
- Summitpoint Capital Management, Littleton, CO (8 mi)
- Peterson Financial Services LLC, Denver, CO (8 mi)
- Alpha Capital Management Group LLC, Denver, CO (9 mi)
- Spruceview Capital Partners LLC, Denver, CO (9 mi)
- Bruce G. Allen Investments, LLC, Denver, CO (9 mi)
- Global Wealth Strategies And Associates, LLC, Denver, CO (9 mi)
- Infinium Investment Advisors, LLC, Denver, CO (9 mi)
- Impactfolio LLC, Denver, CO (9 mi)
- Sharkey Howes & Javer Inc, Glendale, CO (9 mi)
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Frequently asked questions
How many retirement plan advisors serve Lakewood?
We list 71 retirement plan advisors serving Lakewood, CO: 5 based there and 66 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 Lakewood?
The top-ranked retirement plan advisors serving Lakewood, CO are Bason Asset Management, Integrity Prosperity Security (ips) Strategic Capital, Legacy Wealth Partners, LLC, Mattern Capital Management, LLC and Western Wealth Management LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Lakewood are verified against official records?
10 of the top 10 match an active official record: Bason Asset Management (U.S. Securities and Exchange Commission), Integrity Prosperity Security (ips) Strategic Capital (U.S. Securities and Exchange Commission), Legacy Wealth Partners, LLC (U.S. Securities and Exchange Commission), Mattern Capital Management, LLC (U.S. Securities and Exchange Commission) and Western Wealth Management LLC (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 .