SCHUTTE FINANCIAL LLC
Denver, CO
AUM
$18.9M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +3 more
(303) 968-9330
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
918 advisers found
TRINITY WEALTH
Aurora, CO
AUM
$18.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
720-260-4235
ALIGNPOINT WEALTH
Lakewood, CO
AUM
$17.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
7207092202
LEGIONCE INVESTMENT ADVISORS, INC.
Englewood, CO
AUM
$17.7M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
303-858-1500
SORENSEN FINANCIAL MANAGEMENT
Denver, CO
AUM
$17.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
303-974-0793
PREMIER WEALTH SOLUTIONS, LLC
Lakewood, CO
AUM
$17.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
720-985-2016
PLAN TO INVEST CAPITAL MANAGEMENT, INC.
Denver, CO
AUM
$16.7M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
303-221-0949
ROOTS FIRST WEALTH MANAGEMENT
Highlands Ranch, CO
AUM
$16.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
303-867-6918
SOBEL FINANCIAL LLC
Denver, CO
AUM
$16.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
720-583-8222
SALIDA FINANCIAL ADVICE AND PLANNING
Salida, CO
AUM
$16.3M
Financial PlanningWealth Mgmt
Team
0 total employees
Clients
11-25
Fees
Fixed fees
917-363-1287
RESET FINANCIAL PLANNING LLC
Fort Collins, CO
AUM
$16.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
(970)232-3171
AUM
$15.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
630-730-5745
O'ROURKE FINANCIAL
Littleton, CO
AUM
$14.7M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
303-985-4441
GORHAM WEALTH MANAGEMENT, LLC
Golden, CO
AUM
$14.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
303-962-9922
VANN INVESTMENTS LLC
Denver, CO
AUM
$13.9M
Wealth Mgmt
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
720-232-9607
TRUTHPOINT FINANCIAL, LLC
Colorado Springs, CO
AUM
$13.9M
Retirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
719-644-6454
MONEYCAFE ADVISORS, LLC
Denver, CO
AUM
$13.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
303-717-3540
STEVENSON ADVISORS, LLC
Aspen, CO
AUM
$13.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
9174987434
WOLFF FINANCIAL ADVISORS, LLC
Broomfield, CO
AUM
$12.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Fixed fees
3037486976
ADVANTAGE FINANCIAL SERVICES, INC.
Littleton, CO
AUM
$12.5M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
720-922-9572
BLUE ROOM INVESTMENT ADVISORS
Denver, CO
AUM
$12.4M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM
303-475-6784
INVESTMENT FIDUCIARY PLANNERS, LLC
Denver, CO
AUM
$11.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(303) 880-2527
DOUGLASS FINANCIAL GROUP
Greenwood Village, CO
AUM
$11.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
720-550-4340