CALEDONIA WEALTH MANAGEMENT, LTD.
Boulder, CO
AUM
$78.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
720-239-1260
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
918 advisers found
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
AUM
$74.5M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
770-286-9717
ADVANCED INVESTMENTS
Englewood, CO
AUM
$74.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Commissions
303-228-2272
ATLAS LIFESTYLE PLANNING GROUP LLC
Westminster, CO
AUM
$72.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
480-885-8988
HEBERT ADVISORY SERVICES INC
Littleton, CO
AUM
$72.4M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Subscription fees
303-986-9110
IRVING PLANNING & INVESTMENTS, LTD.
Centennial, CO
AUM
$72.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
303-985-4100
KYLE S. SCOTT FINANCIAL PLANNING, INC.
Fort Collins, CO
AUM
$72.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
970-893-4968
TARGETED WEALTH SOLUTIONS
Colorado Springs, CO
AUM
$71.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
303-800-8179
NORMANDY CAPITAL MANAGEMENT, LLC
Lakewood, CO
AUM
$67.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
303-893-8700
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
MIFI WEALTH, LLC
Boulder, CO
AUM
$66.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
303-449-6125
BERMAN, GIL
Boulder, CO
AUM
$64.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
303-447-9000
SUMMERS VALUE PARTNERS LLC
Denver, CO
AUM
$63.0M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
303-618-6420
AUM
$63.0M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
720-406-7790
R. KENT HARRIS AND ASSOCIATES, LTD.
Greenwood Village, CO
AUM
$62.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 employees
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
303-698-7772
INFINITY WEALTH MANAGEMENT, INC.
Denver, CO
AUM
$62.5M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Commissions
303-337-7082
CONEXUS CAPITAL MANAGEMENT, LLC
Parker, CO
AUM
$60.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
720-443-7940
ASSET STRATEGIES GROUP, LLC
Highlands Ranch, CO
AUM
$58.0M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
303.683.3179
MATTHEWS ADVISORS, LLC
Colorado Springs, CO
AUM
$57.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
719-344-2992
DELPHI WEALTH PARTNERS
Grand Junction, CO
AUM
$55.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
970-639-1142
UNIFY WEALTH MANAGEMENT LLC
Fort Collins, CO
AUM
$54.5M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
970-484-9655
BERENZ WEALTH MANAGEMENT, LLC
Littleton, CO
AUM
$54.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
303-734-7123
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