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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CO
450 advisers found
COLORADO CAPITAL MANAGEMENT
Boulder, CO
AUM
$638.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
303-444-9300
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
WEALTH WATCH ADVISORS, INC
Englewood, CO
AUM
$612.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
52 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
855-822-3708
FINANCIAL SECURITY MANAGEMENT, INC
Lakewood, CO
AUM
$611.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
303-988-1411
TUCKER ASSET MANAGEMENT LLC
Littleton, CO
AUM
$603.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
69 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
303-734-1234
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
OWL CREEK WEALTH PARTNERS
Denver, CO
AUM
$602.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
303-409-4409
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
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
GALLACHER CAPITAL MANAGEMENT, LLC
Lone Tree, CO
AUM
$539.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
10 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
303-708-1640
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
CRESCAT PORTFOLIO MANAGEMENT LLC
Denver, CO
AUM
$536.1M
Wealth MgmtTrusts & Estates
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
303-271-9997
DENVER WEALTH MANAGEMENT, INC.
Denver, CO
AUM
$529.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(303) 261-8015
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
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