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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CO
242 advisers found
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
TRIUMPH CAPITAL MANAGEMENT
Denver, CO
AUM
$645.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
17 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
720-399-5555
ROSEL WEALTH MANAGEMENT, LLC
Highlands Ranch, CO
AUM
$630.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
303.647.3801
IMPACT CAPITAL PARTNERS LLC
Greenwood Village, CO
AUM
$625.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
888-304-6722
PVG ASSET MANAGEMENT CORP
Centennial, CO
AUM
$624.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM
303-526-0548
ALTUS WEALTH GROUP, LLC
Colorado Springs, CO
AUM
$620.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
719-900-1295
ENVOY ADVISORY INC.
Colorado Springs, CO
AUM
$615.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
888-879-1376
AUM
$605.0M
Wealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
303-579-9595
INTERGY PRIVATE WEALTH, LLC
Colorado Springs, CO
AUM
$602.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
719-413-8820
JPL WEALTH MANAGEMENT, LLC
Greenwood Village, CO
AUM
$587.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
855-575-5752
KEYSTONE GLOBAL PARTNERS LLC
Denver, CO
AUM
$580.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
646-998-8141
EDGEROCK WEALTH MANAGEMENT
Denver, CO
AUM
$578.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
0
Fees
Percentage of AUM
303.780.7350
FREIF ADVISORS LLC
Denver, CO
AUM
$569.9M
Wealth Mgmt
Team
29 advisors
Clients
—
Fees
Percentage of AUM
303-501-8860
A & I WEALTH MANAGEMENT
Lone Tree, CO
AUM
$560.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
303-690-5070
TANDEM FINANCIAL, LLC
Greenwood Village, CO
AUM
$541.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(720) 845-5700
ORIGIN CREDIT ADVISERS, LLC
Denver, CO
AUM
$538.0M
Wealth Mgmt
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
720-902-8898
HINDS FINANCIAL GROUP INC
Lakewood, CO
AUM
$536.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
303-985-9889
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
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