AUM
$1.98B
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
303-413-1414
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in CO
574 advisers found
PCM ENCORE, LLC
Aspen, CO
AUM
$1.94B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
425-214-1755
FREEDOM FUNDS MANAGEMENT CO
Denver, CO
AUM
$1.90B
Wealth Mgmt
Team
3 advisors
Clients
0
Fees
Percentage of AUM
303-572-6990
NILSINE PARTNERS, LLC
Greenwood Village, CO
AUM
$1.88B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
303-529-5800
UX WEALTH PARTNERS LLC
Centennial, CO
AUM
$1.87B
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
720-797-8357
GRIFFIS RESIDENTIAL INVESTMENT ADVISOR
Greenwood Village, CO
AUM
$1.85B
Wealth Mgmt
Team
17 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
303- 268-2121
MAINLINE WEST FUND MANAGER LLC
Denver, CO
AUM
$1.77B
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
720-536-3380
RESOURCE CAPITAL FUNDS
Denver, CO
AUM
$1.76B
Wealth Mgmt
Team
25 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
720-946-1444
CORUNDUM GROUP, INC.
Colorado Springs, CO
AUM
$1.69B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
719-228-1080
BUCK WEALTH STRATEGIES, LLC
Denver, CO
AUM
$1.64B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
39 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
888-210-6567
DELTA-V CAPITAL, LLC
Denver, CO
AUM
$1.57B
Wealth Mgmt
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
303-405-7565
LAB QUANTITATIVE STRATEGIES, LLC
Denver, CO
AUM
$1.57B
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
720-826-0771
TOWNSEND
Westminster, CO
AUM
$1.52B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
11 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
303-452-5986
FRONTRANGE CAPITAL ADVISERS, LLC
Denver, CO
AUM
$1.51B
Wealth Mgmt
Team
29 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
720-758-7900
PLATTE RIVER EQUITY
Denver, CO
AUM
$1.50B
Wealth Mgmt
Team
20 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
303-292-7300
CLASS VI FAMILY OFFICE, LLC
Denver, CO
AUM
$1.50B
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
303-243-5619
MOUNTAINGATE MANAGEMENT CO., LLC
Denver, CO
AUM
$1.49B
Wealth Mgmt
Team
17 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
(303) 390-5001
PARADICE INVESTMENT MANAGEMENT LLC
Sydney, CO
AUM
$1.39B
Wealth MgmtRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
720-751-2100
THE INSTITUTE
Denver, CO
AUM
$1.37B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
18 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
303-572-3500
CAPITAL INVESTMENT COUNSEL, LLC
Denver, CO
AUM
$1.35B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(303) 381-0200
PARAGON CAPITAL MANAGEMENT
Denver, CO
AUM
$1.32B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
303-293-3680
SWAN CAPITAL MANAGEMENT, LLC
Durango, CO
AUM
$1.30B
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
970-382-8901
REDEFINE VENTURES LLC
Boulder, CO
AUM
$1.28B
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
310-877-9808
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