PROTOCOL WEALTH, LLC
Denver, CO
AUM
$127.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +3 more
720-439-9055
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
389 advisers found
PETERSON FINANCIAL SERVICES LLC
Denver, CO
AUM
$124.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
303-831-4800
ASCENTRIS
Denver, CO
AUM
$121.8M
Wealth MgmtInstitutional
Team
30 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
303-317-6464
SENECA CAPITAL MANAGEMENT, LLC
Denver, CO
AUM
$120.0M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
303-888-2826
WALNUT LEVEL CAPITAL LLC
Denver, CO
AUM
$119.2M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
303-381-0156
NOBLE WEALTH PARTNERS
Denver, CO
AUM
$118.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
720-588-4103
WEALTH ENGINEERS, LLC
Denver, CO
AUM
$117.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(303) 500-3245
COLUMBIA BENEFITS, LLC
Denver, CO
AUM
$116.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
303-759-1100
ALPINE WEALTH ADVISORS, LLC
Denver, CO
AUM
$115.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
7203186634
ALTITUDE WEALTH MANAGEMENT, LLC
Denver, CO
AUM
$112.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; REFERRAL FEES
303-468-1392
GSSG SOLAR, LLC
Denver, CO
AUM
$103.4M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
415-361-3427
DENEWILER CAPITAL MANAGEMENT INC
Denver, CO
AUM
$102.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
303-832-7475
ISRAEL INVESTMENT ADVISORS, LLC
Denver, CO
AUM
$96.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
303-861-3798
DAVID B. PATSTON, CPA, CFA
Denver, CO
AUM
$96.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
303-573-0280
AUM
$90.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
303-697-3174
INVESTMENT RESEARCH CORP
Denver, CO
AUM
$76.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
16 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
303-626-0634
MARGIN
Denver, CO
AUM
$66.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(303)990-1504
SUMMERS VALUE PARTNERS LLC
Denver, CO
AUM
$63.0M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
303-618-6420
INFINITY WEALTH MANAGEMENT, INC.
Denver, CO
AUM
$62.5M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Commissions
303-337-7082
SUGDEN WEALTH MANAGEMENT, LLC
Denver, CO
AUM
$54.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
303-398-7031
SUMMIT WEALTH STRATEGIES
Denver, CO
AUM
$51.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
303-954-8141
PRIVATE CLIENT WEALTH ADVISORS, LLC
Denver, CO
AUM
$42.4M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
303-945-2222