Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
918 advisers found
EXCEPTIONAL WEALTH & FAMILY OFFICE
Colorado Springs, CO
AUM
—
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
719-715-4179
FINANCIAL STEWARD ASSOCIATES, LLC
Boulder, CO
AUM
—
Financial PlanningFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
303-444-5440
FLATIRON VENTURE PARTNERS LLC
Cherry Hills Village, CO
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
917-403-6789
GRANTD WEALTH, INC.
Denver, CO
AUM
$0
Financial PlanningWealth MgmtInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
949-416-5343
GREATER COLORADO VENTURE FUND GP, LLC
Telluride, CO
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
206-661-0419
HARTING FINANCIAL, LLC
Colorado Springs, CO
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
7194329657
HUNTINGTON INDUSTRIAL INVESTMENTS LLC
Englewood, CO
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
303-725-6463
INNOVEST PORTFOLIO SOLUTIONS LLC
Denver, CO
AUM
—
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
30 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
303-694-1900