JFG FAMILY OFFICE
Denver, CO
AUM
$4.53B
Financial PlanningWealth MgmtTrusts & Estates
Team
35 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
720-475-1195
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
918 advisers found
IWP WEALTH MANAGEMENT LLC
Denver, CO
AUM
$4.32B
Financial PlanningWealth MgmtTrusts & Estates
Team
14 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
720-328-9700
MARSICO CAPITAL MANAGEMENT, LLC
Denver, CO
AUM
$4.26B
Wealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM
303-454-5600
HARRISON STREET PRIVATE WEALTH LLC
Denver, CO
AUM
$4.14B
Wealth Mgmt
Team
11 advisors
Clients
—
Fees
Percentage of AUM
877-200-1878
NZS CAPITAL LLC
Denver, CO
AUM
$4.06B
Wealth MgmtInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
720-282-9746
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
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
FOUNDRY GROUP, LLC
Boulder, CO
AUM
$3.50B
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
303-642-4050
BOW RIVER CAPITAL
Denver, CO
AUM
$3.15B
Wealth Mgmt
Team
37 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
303-861-8466
SOURCEROCK GROUP LLC
Denver, CO
AUM
$3.11B
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
720-790-2271
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
MICHAUD CAPITAL MANAGEMENT LLC
Denver, CO
AUM
$2.44B
Wealth MgmtTrusts & Estates
Team
6 advisors
Clients
1-10
Fees
Fixed fees
303-962-5345
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
EXCELLERE PARTNERS
Denver, CO
AUM
$2.26B
Wealth Mgmt
Team
22 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
303-765-2400
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