GILL CAPITAL PARTNERS
Denver, CO
AUM
$862.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
303-296-6260
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in CO
574 advisers found
BASON ASSET MANAGEMENT
Lakewood, CO
AUM
$848.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Fixed fees
720-446-8555
MANNA TREE PARTNERS, LLC
Denver, CO
AUM
$816.2M
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
970-837-3027
FORUM CAPITAL ADVISORS LLC
Denver, CO
AUM
$815.2M
Wealth Mgmt
Team
29 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
303-501-8860
KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC.
Highlands Ranch, CO
AUM
$813.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
303-847-4045
INVESTMENT MANAGEMENT ASSOCIATES
Greenwood Village, CO
AUM
$810.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; CONSULTING FEE BASED ON ASSET SIZE
303-796-8333
LAPIS ADVISERS, LP
Denver, CO
AUM
$789.5M
Wealth MgmtInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-376-6280
PRINCETON FUND ADVISORS, LLC
Denver, CO
AUM
$780.0M
Wealth Mgmt
Team
7 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
303-382-2880
RAMSAY STATTMAN VELA & PRICE INC
Colorado Springs, CO
AUM
$778.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
719-473-6925
TILLMAN HARTLEY LLC
Denver, CO
AUM
$746.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
352-335-9015
SEAMOUNT FINANCIAL GROUP INC
Colorado Springs, CO
AUM
$745.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
719-471-1171
ALPHA CAPITAL MANAGEMENT GROUP LLC
Denver, CO
AUM
$734.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
303-900-1919
CLEAR CREEK ADVISORS
Denver, CO
AUM
$722.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(720) 642-8348
MILLENNIUM BRIDGE CAPITAL
Denver, CO
AUM
$716.9M
Wealth Mgmt
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
303-454-5453
ALIGN IMPACT, LLC
Denver, CO
AUM
$715.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
805-243-8055
PEAK PLANNING GROUP, LLC
Centennial, CO
AUM
$710.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
303-991-0056
DODDS WEALTH, LLC
Greenwood Village, CO
AUM
$706.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
303-539-3900
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
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
AUM
$659.3M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
415-773-2080
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