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 Trusts & Estates advisors in CO, DENVER
121 advisers found
ARROWMARK COLORADO HOLDINGS, LLC
Denver, CO
AUM
$21.02B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
41 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
303-398-2929
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
ELEVATION POINT WEALTH PARTNERS, LLC
Denver, CO
AUM
$8.29B
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
54 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
303-382-2880
SHELTON CAPITAL MANAGEMENT
Denver, CO
AUM
$6.52B
Wealth MgmtTrusts & EstatesRetirement
Team
23 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
800-955-9988
1888 INVESTMENTS, LLC
Denver, CO
AUM
$5.91B
Wealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
720-201-6099
BEAR CREEK ASSET MANAGEMENT, LLC
Denver, CO
AUM
$5.19B
Wealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
303-459-7333
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
MARSICO CAPITAL MANAGEMENT, LLC
Denver, CO
AUM
$4.26B
Wealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM
303-454-5600
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
CAMBIAR INVESTORS, LLC
Denver, CO
AUM
$2.92B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
888-673-9950
MICHAUD CAPITAL MANAGEMENT LLC
Denver, CO
AUM
$2.44B
Wealth MgmtTrusts & Estates
Team
6 advisors
Clients
1-10
Fees
Fixed fees
303-962-5345
SPRUCEVIEW CAPITAL PARTNERS LLC
Denver, CO
AUM
$2.34B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
303-867-1673
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
MAINLINE WEST FUND MANAGER LLC
Denver, CO
AUM
$1.77B
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
720-536-3380
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
Page 1 of 6Next