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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CO
242 advisers found
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
DEER PARK ROAD MANAGEMENT COMPANY, LP
Steamboat Springs, CO
AUM
$3.52B
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
970-457-4340
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
OBERMEYER WEALTH PARTNERS
Aspen, CO
AUM
$3.03B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
101-250
Fees
Percentage of AUM
970-925-8747
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
AUM
$2.70B
Wealth MgmtInstitutional
Team
35 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
303-802-3533
PARALEL ADVISORS LLC
Denver, CO
AUM
$2.67B
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
3032264150
SWAN GLOBAL INVESTMENTS, LLC
Durango, CO
AUM
$2.39B
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
970-382-8901
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
SUMMIT WEALTH GROUP
Colorado Springs, CO
AUM
$2.31B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
29 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
7196334033
BSW WEALTH PARTNERS
Boulder, CO
AUM
$2.24B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
20 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
303-444-9696
ADVISORS ASSET MANAGEMENT, INC.
Monument, CO
AUM
$2.21B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
42 advisors
Clients
0
Fees
Percentage of AUM
719-488-9956
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
PCM ENCORE, LLC
Aspen, CO
AUM
$1.94B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
425-214-1755
FREEDOM FUNDS MANAGEMENT CO
Denver, CO
AUM
$1.90B
Wealth Mgmt
Team
3 advisors
Clients
0
Fees
Percentage of AUM
303-572-6990
NILSINE PARTNERS, LLC
Greenwood Village, CO
AUM
$1.88B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
303-529-5800
UX WEALTH PARTNERS LLC
Centennial, CO
AUM
$1.87B
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
720-797-8357
CORUNDUM GROUP, INC.
Colorado Springs, CO
AUM
$1.69B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
719-228-1080
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
PARADICE INVESTMENT MANAGEMENT LLC
Sydney, CO
AUM
$1.39B
Wealth MgmtRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
720-751-2100
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