ADVISERS INVESTMENT MANAGEMENT, INC.
Colorado Springs, CO
AUM
$105.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
719-540-9990
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
59 advisers found
ADVENIRE WEALTH MANAGEMENT
Colorado Springs, CO
AUM
$90.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
719-424-3839
TARGETED WEALTH SOLUTIONS
Colorado Springs, CO
AUM
$71.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
303-800-8179
MATTHEWS ADVISORS, LLC
Colorado Springs, CO
AUM
$57.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
719-344-2992
COBALT PRIVATE WEALTH LLC
Colorado Springs, CO
AUM
$24.4M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
719.332.3863
NVEST ADVISORS, LLC
Colorado Springs, CO
AUM
$22.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
7192579301
TRUTHPOINT FINANCIAL, LLC
Colorado Springs, CO
AUM
$13.9M
Retirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
719-644-6454
UNITY WEALTH STRATEGIES
Colorado Springs, CO
AUM
$8.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
719-602-1221
REPLICA WEALTH ADVISORS INC
Colorado Springs, CO
AUM
$2.3M
Financial Planning
Team
1 advisors
Clients
0
Fees
Fixed fees; REFERRAL FEES
719-381-1714
J D ATKINSON
Colorado Springs, CO
AUM
$2.1M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
719-888-9633
BENNCO ADVISORS
Colorado Springs, CO
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Hourly charges
719-577-0099
EXCEPTIONAL WEALTH & FAMILY OFFICE
Colorado Springs, CO
AUM
—
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
719-715-4179
HARTING FINANCIAL, LLC
Colorado Springs, CO
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
7194329657
KING FINANCIAL PLANNING & MANAGEMENT, LLC
Colorado Springs, CO
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
719-302-1088
MORE THAN YOUR MONEY, INC.
Colorado Springs, CO
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
(719) 722-2135
PRIME FINANCIAL STRATEGIES, INC.
Colorado Springs, CO
AUM
—
Financial PlanningTrusts & EstatesRetirementFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Hourly charges · Fixed fees +1 more
719-260-1747
SAGEGROVE INVESTMENT ADVISORY GROUP, LLC
Colorado Springs, CO
AUM
$0
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
877-260-3300
SELA CAPITAL GROUP LLC
Colorado Springs, CO
AUM
—
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
719-466-5627
SULLIVAN & ASSOCIATES
Colorado Springs, CO
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Hourly charges; Fixed fees
719-576-4500
SUSTAINABLE WEALTH STRATEGIES, LLC
Colorado Springs, CO
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
719-265-9665
BULLOCK CAPITAL ALLIANCE, INC.
Colorado Springs, CO
AUM
$98.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
719-772-6027
Full profileNo website
BEST LIFE INFINITY, LLC
Colorado Springs, CO
AUM
$48.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
719-966-1985
Full profileNo website