SATURN FIVE ADVISORS LLC
Denver, CO
AUM
$556.1M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
720-314-8373
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
389 advisers found
OAKWOOD REAL ESTATE PARTNERS, LLC
Denver, CO
AUM
$540.2M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
303-595-7679
ORIGIN CREDIT ADVISERS, LLC
Denver, CO
AUM
$538.0M
Wealth Mgmt
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
720-902-8898
CRESCAT PORTFOLIO MANAGEMENT LLC
Denver, CO
AUM
$536.1M
Wealth MgmtTrusts & Estates
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
303-271-9997
DENVER WEALTH MANAGEMENT, INC.
Denver, CO
AUM
$529.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(303) 261-8015
DENVER PWM, LLC
Denver, CO
AUM
$524.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
720-354-3850
G&S CAPITAL LLC
Denver, CO
AUM
$475.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
303-773-8000
TOWLE & CO
Denver, CO
AUM
$473.7M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
303-731-2494
AUM
$457.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
720-420-4870
AVANT MANAGEMENT LLC
Denver, CO
AUM
$449.0M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
720-746-5053
SHEARWATER CAPITAL
Denver, CO
AUM
$427.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
314-434-4750
RALLYDAY PARTNERS, LLC
Denver, CO
AUM
$384.1M
Wealth Mgmt
Team
14 advisors
Clients
—
Fees
Performance-based fees · REIMBURSED APPROVED MANAGER EXPENSES +1 more
303-494-1992
DESTINY CAPITAL CORPORATION
Denver, CO
AUM
$382.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(720) 715-7570
RESOLUTE CAPITAL ASSET PARTNERS LLC
Denver, CO
AUM
$380.9M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
303-209-4114
PRIMARK ADVISORS, LLC
Denver, CO
AUM
$371.6M
Wealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM
303-529-2200
HELM INVESTMENT MANAGEMENT, LLC
Denver, CO
AUM
$370.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
303-861-4835
M.Z. KARK & ASSOCIATES, INC
Denver, CO
AUM
$369.6M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
303-623-1818
INTEGRITY WEALTH SOLUTIONS LLC
Denver, CO
AUM
$369.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
3037165777
COLLEGIATE PEAKS ASSET MANAGEMENT, LLC
Denver, CO
AUM
$365.1M
Wealth MgmtInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
303-801-3549
SYNERGY FINANCIAL PARTNERS, LLC
Denver, CO
AUM
$308.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
303-399-9999
ROUBAIX CAPITAL, LLC
Denver, CO
AUM
$298.9M
Wealth Mgmt
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
303-209-4100
IMPACTFOLIO LLC
Denver, CO
AUM
$288.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
844-218-3800
J.F. WILLIAMS CO., INC.
Denver, CO
AUM
$286.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
303-753-4506
LOTUSGROUP ADVISORS
Denver, CO
AUM
$286.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM; FLAT FEES FOR VALUATION OPINION AND FINANCIAL PLANNING SERVICES
720.593.9861