ASSET SOLUTIONS, INC.
Littleton, CO
AUM
$97.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
303-932-2288
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
918 advisers found
ARKENSTONE FINANCIAL, LLC
Monument, CO
AUM
$97.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
719-559-1919
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
IRON RIVER CAPITAL LLC
Durango, CO
AUM
$94.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(970) 426-5300
COPPER RIVER ADVISORS LLC
Englewood, CO
AUM
$94.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
303-513-0705
LEH II MANAGEMENT LLC
Englewood, CO
AUM
$93.1M
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
720-909-6608
ASCENSION FINANCIAL
Fort Collins, CO
AUM
$92.4M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM
970-689-6201
AUM
$90.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
303-697-3174
ADVENIRE WEALTH MANAGEMENT
Colorado Springs, CO
AUM
$90.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
719-424-3839
OAKTREE FINANCIAL PLANNING, LLC
Fort Collins, CO
AUM
$90.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
970-988-2044
PEAK FINANCIAL GUIDANCE LLC
Greenwood Village, CO
AUM
$88.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(303) 667-5117
RED LADY CAPITAL MANAGEMENT, LLC
Crested Butte, CO
AUM
$87.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
970-275-5087
HIGH COUNTRY CAPITAL MANAGEMENT
Montrose, CO
AUM
$87.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
970-249-3499
COLORADO FINANCIAL SERVICE CORPORATION
Centennial, CO
AUM
$84.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
16 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
866-903-6760
FRUITAGE FINANCIAL LLC
Fort Collins, CO
AUM
$82.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(970) 399-9031
ROBINSON CAPITAL MANAGEMENT LLC
Boulder, CO
AUM
$82.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
303-245-0035
HINMAN FINANCIAL PLANNING, INC.
Erie, CO
AUM
$80.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
720-460-0908
FOXSTONE FINANCIAL
Lone Tree, CO
AUM
$79.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
303-988-5443
ACE WEALTH PARTNERS, LLC
Westminster, CO
AUM
$79.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(303) 263-3235
FUTURE CAPITAL MANAGEMENT INC.
Castle Rock, CO
AUM
$78.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
720-927-3100
HART FINANCIAL, LLC
Akron, CO
AUM
$78.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
970-345-0369