ROSECAP INVESTMENT ADVISORS, LLC
Grand Junction, CO
AUM
$527.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM
(970) 773-5300
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in CO
415 advisers found
DENVER PWM, LLC
Denver, CO
AUM
$524.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
720-354-3850
WAKEFIELD WEALTH MANAGEMENT, LLLP
Englewood, CO
AUM
$512.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
303-771-0630
ACORN CREEK CAPITAL LLC
Fort Collins, CO
AUM
$488.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
970-818-4820
G&S CAPITAL LLC
Denver, CO
AUM
$475.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
303-773-8000
AUM
$457.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
720-420-4870
PETRA FINANCIAL ADVISORS INC
Colorado Springs, CO
AUM
$447.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
719-636-9000
SHEARWATER CAPITAL
Denver, CO
AUM
$427.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
314-434-4750
CASCADE INVESTMENT GROUP, INC.
Colorado Springs, CO
AUM
$419.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
719-632-0818
JUPITER WEALTH MANAGEMENT, LLC
Glendale, CO
AUM
$416.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
303-999-3716
MAXQ ASSET MANAGEMENT LLC
Greenwood Village, CO
AUM
$407.7M
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
720-452-2343
NOBLE WEALTH MANAGEMENT P.B.C.
Greenwood Village, CO
AUM
$400.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
303-325-3061
CAUSEY WEALTH LLC
Greenwood Village, CO
AUM
$393.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
3036729876
DESTINY CAPITAL CORPORATION
Denver, CO
AUM
$382.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(720) 715-7570
KEYSTONE FINANCIAL SERVICES
Loveland, CO
AUM
$379.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
970-744-5408
HELM INVESTMENT MANAGEMENT, LLC
Denver, CO
AUM
$370.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
303-861-4835
COSNER FINANCIAL GROUP, LLC
Windsor, CO
AUM
$369.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(970) 482-3922
INTEGRITY WEALTH SOLUTIONS LLC
Denver, CO
AUM
$369.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
3037165777
TRAIL RIDGE INVESTMENT ADVISORS, LLC
Fort Collins, CO
AUM
$352.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
970 305-5150
CHERRY CREEK INVESTMENT ADVISORS INC
Englewood, CO
AUM
$351.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM
303-320-5774
FORTY NORTH WEALTH
Glendale, CO
AUM
$350.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
303-691-1808
JACKSON CREEK INVESTMENT ADVISORS LLC
Castle Rock, CO
AUM
$349.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
720-826-4102
GAINLINE FINANCIAL PARTNERS, LLC
Louisville, CO
AUM
$348.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
720-548-4391
AUM
$346.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
303-578-7024