SAGARD REAL ESTATE ADVISORS
Denver, CO
AUM
$1.20B
Wealth MgmtInstitutional
Team
22 advisors
Clients
—
Fees
Percentage of AUM; AN AFFILIATE MAY RECEIVE REAL ESTATE ACQUISITION & OTHER FEES
303-986-2222
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
918 advisers found
SACHEM HILL LLC
Denver, CO
AUM
$1.18B
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
303-625-6868
CRUSONIA WEALTH ADVISORS LLC
Denver, CO
AUM
$1.18B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
14 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
303-810-6366
BOW RIVER ADVISERS, LLC
Denver, CO
AUM
$1.16B
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM
(303) 861-8466
IBEX INVESTORS LLC
Denver, CO
AUM
$1.16B
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
303-500-8821
AETHER INVESTMENT PARTNERS, LLC
Littleton, CO
AUM
$1.14B
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
7209614190
SHARKEY HOWES & JAVER INC
Denver, CO
AUM
$1.13B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
303-639-5100
SCHAEFER FINANCIAL MANAGEMENT, INC.
Centennial, CO
AUM
$1.11B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
303-770-6700
HEIRLOOM WEALTH MANAGEMENT LLC
Greenwood Village, CO
AUM
$1.11B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
17 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
720-328-2877
CREST ROCK PARTNERS
Denver, CO
AUM
$1.10B
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
(303) 495-3598
BRUNI J V & CO
Colorado Springs, CO
AUM
$1.10B
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
719-575-9880
MATTERN CAPITAL MANAGEMENT, LLC
Lakewood, CO
AUM
$1.07B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
720-710-2934
PEAK ASSET MANAGEMENT, LLC
Louisville, CO
AUM
$1.01B
Financial PlanningWealth MgmtTrusts & Estates
Team
14 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
303-926-0100
BAYSWATER MANAGEMENT COMPANY LP
Denver, CO
AUM
$991.5M
Wealth Mgmt
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
303-893-2503
SEMPER AUGUSTUS INVESTMENTS GROUP LLC
Highlands Ranch, CO
AUM
$982.2M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
303-893-1214
MAIA WEALTH
Denver, CO
AUM
$973.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
36 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(720) 644-8803
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
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
FI401K ADVISORS
Centennial, CO
AUM
$915.0M
Wealth MgmtRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
303-495-5890
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
AUM
$874.4M
Wealth Mgmt
Team
17 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-690-1968