MERCER GLOBAL ADVISORS INC.
Denver, CO
AUM
$84.40B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
632 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
(888) 885-8101
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in CO, DENVER
100 advisers found
ARAX ADVISORY PARTNERS
Denver, CO
AUM
$11.30B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
55 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +3 more
303-633-5900
JFG FAMILY OFFICE
Denver, CO
AUM
$4.53B
Financial PlanningWealth MgmtTrusts & Estates
Team
35 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
720-475-1195
IWP WEALTH MANAGEMENT LLC
Denver, CO
AUM
$4.32B
Financial PlanningWealth MgmtTrusts & Estates
Team
14 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
720-328-9700
IMA ADVISORY SERVICES, INC.
Denver, CO
AUM
$3.90B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
40 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
316-266-6574
BOK FINANCIAL PRIVATE WEALTH, INC.
Denver, CO
AUM
$3.72B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
23 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
303-539-0100
GHP INVESTMENT ADVISORS INC
Denver, CO
AUM
$3.06B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
22 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
303-831-5051
CHERRY CREEK FAMILY OFFICES
Denver, CO
AUM
$2.02B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
11-25
Fees
Fixed fees
303-862-9550
BUCK WEALTH STRATEGIES, LLC
Denver, CO
AUM
$1.64B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
39 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
888-210-6567
CLASS VI FAMILY OFFICE, LLC
Denver, CO
AUM
$1.50B
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
303-243-5619
THE INSTITUTE
Denver, CO
AUM
$1.37B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
18 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
303-572-3500
CAPITAL INVESTMENT COUNSEL, LLC
Denver, CO
AUM
$1.35B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(303) 381-0200
PARAGON CAPITAL MANAGEMENT
Denver, CO
AUM
$1.32B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
303-293-3680
SACHEM HILL LLC
Denver, CO
AUM
$1.18B
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
303-625-6868
CRUSONIA WEALTH ADVISORS LLC
Denver, CO
AUM
$1.18B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
14 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
303-810-6366
SHARKEY HOWES & JAVER INC
Denver, CO
AUM
$1.13B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
303-639-5100
MAIA WEALTH
Denver, CO
AUM
$973.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
36 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(720) 644-8803
ELK RIVER WEALTH MANAGEMENT LLC
Denver, CO
AUM
$971.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(720) 310-3275
UNITING WEALTH PARTNERS
Denver, CO
AUM
$934.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
11 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
720-706-7180
GILL CAPITAL PARTNERS
Denver, CO
AUM
$862.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
303-296-6260
TILLMAN HARTLEY LLC
Denver, CO
AUM
$746.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
352-335-9015
ALPHA CAPITAL MANAGEMENT GROUP LLC
Denver, CO
AUM
$734.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
303-900-1919
CLEAR CREEK ADVISORS
Denver, CO
AUM
$722.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(720) 642-8348
ALIGN IMPACT, LLC
Denver, CO
AUM
$715.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
805-243-8055
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