Icon Advisers, Inc.

Icon Advisers, Inc. (CRD# 108268) is a financial advisory firm headquartered in Greenwood Village, CO. They manage $2,211,633,025 in 30,964 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,212
    MILLION
  • Total Number of Accounts
    30,964
    ACCOUNTS
  • Average Account Value
    $71,426
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Icon Advisers, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Donovan J. Paul
CRD#: 1066240
5299 Dtc Boulevard, Suite 1200, Greenwood Village, CO 80111
96
Wealthminder
score

Donovan Paul (CRD# 1066240) is an Investment Advisor Representative working at Icon Advisers, Inc. in Greenwood Village, CO and has over 24 years of experience in the finance industry.

2
Geoffrey P. Jarocki
CRD#: 3114138
5299 Dtc Boulevard, Suite 1200, Greenwood Village, CO 80111
93
Wealthminder
score

Geoffrey Jarocki (CRD# 3114138) is an Investment Advisor Representative working at Icon Advisers, Inc. in Greenwood Village, CO and has over 13 years of experience in the finance industry.

3
Sean F. Reardon
CRD#: 2574636
5299 Dtc Boulevard, Suite 1200, Greenwood Village, CO 80111
93
Wealthminder
score

Sean Reardon (CRD# 2574636) is an Investment Advisor Representative working at Icon Advisers, Inc. in Greenwood Village, CO and has over 22 years of experience in the finance industry.

4
Derek N. Rollingson
CRD#: 4350131
5299 Dtc Blvd., Suite 1200, Greenwood Village, CO 80111
93
Wealthminder
score

Derek Rollingson (CRD# 4350131) is an Investment Advisor Representative working at Icon Advisers, Inc. in Greenwood Village, CO and has over 14 years of experience in the finance industry.

5
Scott E. Snyder
CRD#: 4217485
5299 Dtc Boulevard, Suite 1200, Greenwood Village, CO 80111
93
Wealthminder
score

Scott Snyder (CRD# 4217485) is an Investment Advisor Representative working at Icon Advisers, Inc. in Greenwood Village, CO and has over 17 years of experience in the finance industry.

6
Edward A. Montanez Jr
CRD#: 4091017
5299 Dtc Boulevard, Suite 1200, Greenwood Village, CO 80111
83
Wealthminder
score

Edward Montanez Jr (CRD# 4091017) is an Investment Advisor Representative working at Icon Advisers, Inc. in Greenwood Village, CO and has over 17 years of experience in the finance industry.

7
Craig T. Callahan
CRD#: 872598
5299 Dtc Boulevard, Suite 1200, Greenwood Village, CO 80111
73
Wealthminder
score

Craig Callahan (CRD# 872598) is an Investment Advisor Representative working at Icon Advisers, Inc. in Greenwood Village, CO and has over 37 years of experience in the finance industry.

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