Top 6 advisors in Lakewood
We’ve curated a list of the best financial advisors in Lakewood, take a look at it below
Find an advisor in Lakewood| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $1,233,403,988 | 3 advisors | ||
| 2 | $722,449,196 | 6 advisors | ||
| 3 | $616,320,226 | 2 advisors | ||
| 4 | $414,245,170 | 7 advisors | ||
| 5 | $365,463,709 | 8 advisors | ||
| 6 | $38,000,000 | 2 advisors |
How we came up with this list
To generate our top financial advisors list in Lakewood, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Lakewood. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Emerald Hill Capital Partners Holdings LLC
Assets under management
$1,233,403,988
Fee structure
Performance-based fees
PERCENTAGE OF COST BASIS OF PORTFOLIO INVESTMENTS
Services offered
Portfolio Management For Pooled Investment Vehicles
2. Mattern Capital Management, LLC
Assets under management
$722,449,196
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
3. Bason Asset Management
Assets under management
$616,320,226
Fee structure
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
4. Hinds Financial Group Inc
Assets under management
$414,245,170
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
5. Financial Security Management, Inc
Assets under management
$365,463,709
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
6. Chasefield Capital Inc.
Assets under management
$38,000,000
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Your first meeting is free.