AUM
$338.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
903-285-9515
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CO
450 advisers found
BOULDER WEALTH ADVISORS, LLC
Boulder, CO
AUM
$337.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
303-444-1161
CIMARRON WEALTH MANAGEMENT, INC.
Montrose, CO
AUM
$327.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
970-249-9882
M4A3 LLC
Boulder, CO
AUM
$322.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
303.396.6204
THEORY FINANCIAL
Fort Collins, CO
AUM
$319.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
970-305-4649
AUM
$318.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(630) 381-1170
AUM
$317.3M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
4348262029
ASPEN WEALTH STRATEGIES, LLC
Arvada, CO
AUM
$312.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
(303) 421-1113
SYNERGY FINANCIAL PARTNERS, LLC
Denver, CO
AUM
$308.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
303-399-9999
VARRA FINANCIAL
Louisville, CO
AUM
$305.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
303 665 2822
BROADVIEW WEALTH PARTNERS
Boulder, CO
AUM
$304.7M
Wealth MgmtTrusts & Estates
Team
7 advisors
Clients
—
Fees
Percentage of AUM
303-323-4293
MARSHALL INVESTMENT MANAGEMENT, LLC
Greenwood Village, CO
AUM
$298.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
303-991-6415
ALPHA CAPITAL FAMILY OFFICE, LLC
Greenwood Village, CO
AUM
$295.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
303-900-0185
KILTERHOWLING LLC
Boulder, CO
AUM
$292.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM
720-443-2076
AUM
$290.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
800-871-FULL
IMPACTFOLIO LLC
Denver, CO
AUM
$288.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
844-218-3800
J.F. WILLIAMS CO., INC.
Denver, CO
AUM
$286.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
303-753-4506
JIM SAULNIER & ASSOCIATES, LLC
Fort Collins, CO
AUM
$286.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
970-530-0556
LOTUSGROUP ADVISORS
Denver, CO
AUM
$286.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM; FLAT FEES FOR VALUATION OPINION AND FINANCIAL PLANNING SERVICES
720.593.9861
AUM
$285.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
720 887-1299
BESPOKE ADVISORY
Evergreen, CO
AUM
$284.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
877-777-6845
VITAL INVESTMENT MANAGEMENT LLC
Loveland, CO
AUM
$283.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
970-776-3316
HIGGINS & SCHMIDT WEALTH STRATEGIES LLC
Denver, CO
AUM
$279.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
(720) 287-0918
RYAN INVESTMENTS
Basalt, CO
AUM
$272.0M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM
970-429-1100