SENIOR TAX ADVISORY GROUP, INC.
Colorado Springs, CO
AUM
$122.8M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Commissions
719-596-4844
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in CO
574 advisers found
AUM
$121.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
844-377-8526
ASCENTRIS
Denver, CO
AUM
$121.8M
Wealth MgmtInstitutional
Team
30 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
303-317-6464
ALDER POINT CAPITAL MANAGEMENT LLC
Lafayette, CO
AUM
$121.3M
Wealth MgmtInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
720-686-3508
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
RIDGEGATE ADVISORS, LLC
Englewood, CO
AUM
$119.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
303-791-2253
AUM
$118.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
970-776-4346
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
AUM
$118.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
303-887-9633
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
WEALTH MANAGEMENT ADVISORS RIA, INC.
Windsor, CO
AUM
$115.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
970-475-1753
BRANZAN INVESTMENT ADVISORS, INC.
Littleton, CO
AUM
$114.8M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
303-292-9224
56 CAPITAL PARTNERS, LTD
Colorado Springs, CO
AUM
$113.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
719-418-3773
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
FINANCIAL MOUNTAIN INC
Boulder, CO
AUM
$111.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
303-351-1517
FORWARD WEALTH
Lone Tree, CO
AUM
$111.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
303-708-1640
PEAK FINANCIAL MANAGEMENT, INC.
Broomfield, CO
AUM
$109.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(303) 255-2252
HFG ADVISORS
Greenwood Village, CO
AUM
$108.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
303-369-3800
AQI
Lone Tree, CO
AUM
$107.9M
Wealth MgmtInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM
303-708-1640
THE WESTERN WEALTH GROUP, INC.
Greenwood Village, CO
AUM
$107.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
(877) 770-5875
RS ASSET MANAGEMENT, LLC
Colorado Springs, CO
AUM
$107.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
719-219-8444