SWAN CAPITAL MANAGEMENT, LLC
Durango, CO
AUM
$1.30B
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
970-382-8901
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CO
242 advisers found
WYNKOOP LLC
Greenwood Village, CO
AUM
$1.22B
Wealth Mgmt
Team
7 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
303-459-7208
SAGARD REAL ESTATE ADVISORS
Denver, CO
AUM
$1.20B
Wealth MgmtInstitutional
Team
22 advisors
Clients
—
Fees
Percentage of AUM; AN AFFILIATE MAY RECEIVE REAL ESTATE ACQUISITION & OTHER FEES
303-986-2222
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
BOW RIVER ADVISERS, LLC
Denver, CO
AUM
$1.16B
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM
(303) 861-8466
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
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
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
ELK RIVER WEALTH MANAGEMENT LLC
Denver, CO
AUM
$971.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(720) 310-3275
UNITING WEALTH PARTNERS
Denver, CO
AUM
$934.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
11 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
720-706-7180
FIRST AFFIRMATIVE FINANCIAL NETWORK LLC
Colorado Springs, CO
AUM
$905.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
719-478-7036
THE MILLSTONE EVANS GROUP, LLC
Boulder, CO
AUM
$893.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
720-728-2801
ICON ADVISERS, INC.
Greenwood Village, CO
AUM
$875.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; ASSET-BASED FEE FROM MODEL-ONLY RECIPIENTS
303-790-1600
GILL CAPITAL PARTNERS
Denver, CO
AUM
$862.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
303-296-6260
KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC.
Highlands Ranch, CO
AUM
$813.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
303-847-4045
INVESTMENT MANAGEMENT ASSOCIATES
Greenwood Village, CO
AUM
$810.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; CONSULTING FEE BASED ON ASSET SIZE
303-796-8333
LAPIS ADVISERS, LP
Denver, CO
AUM
$789.5M
Wealth MgmtInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-376-6280
PRINCETON FUND ADVISORS, LLC
Denver, CO
AUM
$780.0M
Wealth Mgmt
Team
7 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
303-382-2880
RAMSAY STATTMAN VELA & PRICE INC
Colorado Springs, CO
AUM
$778.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
719-473-6925
SEAMOUNT FINANCIAL GROUP INC
Colorado Springs, CO
AUM
$745.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
719-471-1171
ALPHA CAPITAL MANAGEMENT GROUP LLC
Denver, CO
AUM
$734.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
303-900-1919