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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CO
450 advisers found
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
MOUNTAIN CAPITAL INVESTMENT ADVISORS INC
Westminster, CO
AUM
$929.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
15 advisors
Clients
251-500
Fees
Percentage of AUM
720-500-0050
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
BASON ASSET MANAGEMENT
Lakewood, CO
AUM
$848.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Fixed fees
720-446-8555
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
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
TILLMAN HARTLEY LLC
Denver, CO
AUM
$746.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
352-335-9015
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
CLEAR CREEK ADVISORS
Denver, CO
AUM
$722.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(720) 642-8348
ALIGN IMPACT, LLC
Denver, CO
AUM
$715.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
805-243-8055
PEAK PLANNING GROUP, LLC
Centennial, CO
AUM
$710.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
303-991-0056
DODDS WEALTH, LLC
Greenwood Village, CO
AUM
$706.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
303-539-3900
BLACK SWIFT GROUP, LLC
Boulder, CO
AUM
$694.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
303-955-4381
AUM
$685.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
617-275-5430
STORDAHL CAPITAL MANAGEMENT, INC.
Greenwood Village, CO
AUM
$675.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
303-770-0602
FOCUSED ALPHA, LLC
Greenwood Village, CO
AUM
$663.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
303-529-5100
PROPRIETARY CAPITAL, LLC
Denver, CO
AUM
$651.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
303-575-9084
LEGACY WEALTH PARTNERS, LLC
Lakewood, CO
AUM
$646.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
720-552-8287