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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CO
450 advisers found
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
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
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
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
TOWNSEND
Westminster, CO
AUM
$1.52B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
11 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
303-452-5986
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
CRUSONIA WEALTH ADVISORS LLC
Denver, CO
AUM
$1.18B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
14 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
303-810-6366
SHARKEY HOWES & JAVER INC
Denver, CO
AUM
$1.13B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
303-639-5100
SCHAEFER FINANCIAL MANAGEMENT, INC.
Centennial, CO
AUM
$1.11B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
303-770-6700
HEIRLOOM WEALTH MANAGEMENT LLC
Greenwood Village, CO
AUM
$1.11B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
17 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
720-328-2877
BRUNI J V & CO
Colorado Springs, CO
AUM
$1.10B
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
719-575-9880
MATTERN CAPITAL MANAGEMENT, LLC
Lakewood, CO
AUM
$1.07B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
720-710-2934
PEAK ASSET MANAGEMENT, LLC
Louisville, CO
AUM
$1.01B
Financial PlanningWealth MgmtTrusts & Estates
Team
14 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
303-926-0100
SEMPER AUGUSTUS INVESTMENTS GROUP LLC
Highlands Ranch, CO
AUM
$982.2M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
303-893-1214
MAIA WEALTH
Denver, CO
AUM
$973.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
36 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(720) 644-8803