BAUER WEALTH MANAGEMENT INC.
Colorado Springs, CO
AUM
$205.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
719 575-9000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CO
242 advisers found
THE WILLIAM ALLAN CORPORATION
Fort Collins, CO
AUM
$204.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
800-677-5309
BAM WEALTH MANAGEMENT LLC
Lakewood, CO
AUM
$202.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM
303-531-5055
HINCHLEY ADVISORY GROUP, LLC
Centennial, CO
AUM
$193.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM
303-284-8081
BULLSEYE ASSET MANAGEMENT LLC
Denver, CO
AUM
$183.9M
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
720 545 9988
ELEVATE CAPITAL ADVISORS
Eagle, CO
AUM
$183.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +3 more
970-328-7526
CORNERSTONE INVESTMENT ADVISORS, LLC
Boulder, CO
AUM
$180.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
303-545-5400
WEALTHBUILDERS INVESTMENTS
Greenwood Village, CO
AUM
$172.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +3 more
972-719-2557
INTENTIONAL WEALTH STRATEGIES
Colorado Springs, CO
AUM
$171.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
719-694-8002
COHESION WEALTH MANAGEMENT, LLC
Broomfield, CO
AUM
$171.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
303-442-3670
PLANWISER FINANCIAL
Colorado Springs, CO
AUM
$169.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
719-822-0808
RIGDEN CAPITAL STRATEGIES
Englewood, CO
AUM
$168.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
303-351-1618
PEAK CAPITAL MANAGEMENT, LLC
Greenwood Village, CO
AUM
$165.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
720 361-4016
ZIDEL FINANCIAL INC.
Breckenridge, CO
AUM
$159.6M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
970-409-4466
PERSPECTIVE WEALTH ADVISORS
Loveland, CO
AUM
$158.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
970-732-7975
TIER ONE WEALTH MANAGEMENT
Lone Tree, CO
AUM
$154.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
303-858-0000
OUTBOUND FINANCIAL
Boulder, CO
AUM
$151.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(720) 642-9701
PALLER FINANCIAL SERVICES, INC.
Centennial, CO
AUM
$147.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
303-858-0045
FIT WEALTH MANAGEMENT
Centennial, CO
AUM
$147.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(303) 618-3587
CREDENTIALED WEALTH ADVISORS, LLC
Johnstown, CO
AUM
$139.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(970) 400-0117
SNOWBALL WEALTH MANAGEMENT
Boulder, CO
AUM
$139.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
303-666-6292
AUM
$135.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
703-569-8363
SUMMITPOINT CAPITAL MANAGEMENT
Littleton, CO
AUM
$132.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
7207439440
AUM
$129.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
712-256-7500