CRESCAT PORTFOLIO MANAGEMENT LLC
Denver, CO
AUM
$536.1M
Wealth MgmtTrusts & Estates
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
303-271-9997
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in CO
574 advisers found
DENVER WEALTH MANAGEMENT, INC.
Denver, CO
AUM
$529.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(303) 261-8015
ROSECAP INVESTMENT ADVISORS, LLC
Grand Junction, CO
AUM
$527.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM
(970) 773-5300
ONE BOW RIVER ADVISERS, LLC.
Colorado Springs, CO
AUM
$525.9M
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(303) 861-8466
DENVER PWM, LLC
Denver, CO
AUM
$524.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
720-354-3850
WAKEFIELD WEALTH MANAGEMENT, LLLP
Englewood, CO
AUM
$512.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
303-771-0630
ACORN CREEK CAPITAL LLC
Fort Collins, CO
AUM
$488.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
970-818-4820
EMERALD HILL CAPITAL PARTNERS HOLDINGS LLC
Lakewood, CO
AUM
$476.0M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Performance-based fees; PERCENTAGE OF COST BASIS OF PORTFOLIO INVESTMENTS
(303) 825-3550
G&S CAPITAL LLC
Denver, CO
AUM
$475.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
303-773-8000
TOWLE & CO
Denver, CO
AUM
$473.7M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
303-731-2494
AUM
$457.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
720-420-4870
WAKEFIELD ASSET MANAGEMENT, LLLP
Englewood, CO
AUM
$454.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
303-771-0630
AVANT MANAGEMENT LLC
Denver, CO
AUM
$449.0M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
720-746-5053
PETRA FINANCIAL ADVISORS INC
Colorado Springs, CO
AUM
$447.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
719-636-9000
SHEARWATER CAPITAL
Denver, CO
AUM
$427.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
314-434-4750
CASCADE INVESTMENT GROUP, INC.
Colorado Springs, CO
AUM
$419.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
719-632-0818
JUPITER WEALTH MANAGEMENT, LLC
Glendale, CO
AUM
$416.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
303-999-3716
AUM
$410.1M
Wealth Mgmt
Team
2 advisors
Clients
0
Fees
Performance-based fees
719-542-7223
MAXQ ASSET MANAGEMENT LLC
Greenwood Village, CO
AUM
$407.7M
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
720-452-2343
NOBLE WEALTH MANAGEMENT P.B.C.
Greenwood Village, CO
AUM
$400.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
303-325-3061
CAUSEY WEALTH LLC
Greenwood Village, CO
AUM
$393.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
3036729876
PRUDENT MAN INVESTMENT MANAGEMENT
Lousiville, CO
AUM
$390.2M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM
303-436-1577
RALLYDAY PARTNERS, LLC
Denver, CO
AUM
$384.1M
Wealth Mgmt
Team
14 advisors
Clients
—
Fees
Performance-based fees · REIMBURSED APPROVED MANAGER EXPENSES +1 more
303-494-1992
DESTINY CAPITAL CORPORATION
Denver, CO
AUM
$382.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(720) 715-7570