PARSONEX ADVISORY SERVICES, INC.
Englewood, CO
AUM
$271.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
303-662-8700
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CO
450 advisers found
PEAK FINANCIAL ADVISORS
Denver, CO
AUM
$268.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
303-316-2799
EVERGREEN PRIVATE WEALTH
Greenwood Village, CO
AUM
$264.7M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM
720-617-2885
THE WEALTH CONSERVANCY, INC.
Boulder, CO
AUM
$260.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
303-444-1919
BRUCE G. ALLEN INVESTMENTS, LLC
Denver, CO
AUM
$258.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(303) 592-5535
GREEN ALPHA INVESTMENTS
Niwot, CO
AUM
$253.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
303-993-7856
STONE CREEK GROUP, LLC
Englewood, CO
AUM
$250.6M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
303-226-7370
TORO WEST CAPITAL ADVISORS
Louisville, CO
AUM
$245.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
720-319-8517
CAPITAL FINANCIAL GROUP, INC.
Littleton, CO
AUM
$237.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
303-629-7500
ELDERADO FINANCIAL, INC
Montrose, CO
AUM
$237.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
970-249-9900
PEAK INVESTMENT ADVISORS, INC.
Colorado Springs, CO
AUM
$234.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
719-260-6475
BONFIRE FINANCIAL, LLC
Colorado Springs, CO
AUM
$234.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
719-394-3900
BXM WEALTH LLC
Englewood, CO
AUM
$231.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM
303-704-2592
7TWO
Denver, CO
AUM
$230.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(720) 477-7274
GILPIN WEALTH MANAGEMENT LLC
Golden, CO
AUM
$227.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
720-893-2800
RED MOUNTAIN FINANCIAL PARTNERS
Durango, CO
AUM
$225.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
970-259-1313
JHP WEALTH MANAGEMENT, LLC
Centennial, CO
AUM
$223.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
720-580-0597
ESSENTIAL INVESTMENT PARTNERS, LLC
Englewood, CO
AUM
$223.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
303-333-8498
THREE PEAKS CAPITAL MANAGEMENT, LLC
Castle Rock, CO
AUM
$222.9M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
303-221-9480
AUM
$222.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
(737) 808-4640
HIGHPASS ASSET MANAGEMENT LLC
Denver, CO
AUM
$218.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
303-357-4602
CALLAHAN CAPITAL MANAGEMENT
Steamboat Springs, CO
AUM
$217.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
970-870-8750
FFG RETIREMENT COUNSELING
Centennial, CO
AUM
$216.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(303) 327-8100
FMSA
CO
AUM
$216.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
20 advisors
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
5612892602