BRIGHT ADVISORS
Greenwood Village, CO
AUM
$128.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
253-970-4935
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CO
242 advisers found
ASCENTRIS
Denver, CO
AUM
$121.8M
Wealth MgmtInstitutional
Team
30 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
303-317-6464
ALDER POINT CAPITAL MANAGEMENT LLC
Lafayette, CO
AUM
$121.3M
Wealth MgmtInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
720-686-3508
RIDGEGATE ADVISORS, LLC
Englewood, CO
AUM
$119.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
303-791-2253
COLUMBIA BENEFITS, LLC
Denver, CO
AUM
$116.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
303-759-1100
PEAK FINANCIAL MANAGEMENT, INC.
Broomfield, CO
AUM
$109.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(303) 255-2252
AQI
Lone Tree, CO
AUM
$107.9M
Wealth MgmtInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM
303-708-1640
ADVISERS INVESTMENT MANAGEMENT, INC.
Colorado Springs, CO
AUM
$105.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
719-540-9990
INTELLIGENT INVESTMENT MANAGEMENT,LLP
Durango, CO
AUM
$104.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; NEW CLIENT ACCEPTANCE FEE
970-403-1234
NAVIGATION WEALTH MANAGEMENT
Fort Collins, CO
AUM
$103.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
970-672-1236
FINANCIAL ACTION, INC.
Monument, CO
AUM
$100.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
719-357-7189
ASPEN LEAF WEALTH MANAGEMENT, PBC
Golden, CO
AUM
$99.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
720-593-4660
INSIGHT, CORP.
Boulder, CO
AUM
$99.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Subscription fees +1 more
703-314-6538
MY WEALTH PLANNERS
Longmont, CO
AUM
$99.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
303-600-3757
SYNERGY CAPITAL
Fort Collins, CO
AUM
$98.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
970-837-3088
ARKENSTONE FINANCIAL, LLC
Monument, CO
AUM
$97.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
719-559-1919
ISRAEL INVESTMENT ADVISORS, LLC
Denver, CO
AUM
$96.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
303-861-3798
DAVID B. PATSTON, CPA, CFA
Denver, CO
AUM
$96.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
303-573-0280
IRON RIVER CAPITAL LLC
Durango, CO
AUM
$94.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(970) 426-5300
COPPER RIVER ADVISORS LLC
Englewood, CO
AUM
$94.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
303-513-0705
ASCENSION FINANCIAL
Fort Collins, CO
AUM
$92.4M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM
970-689-6201
AUM
$90.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
303-697-3174
ROBINSON CAPITAL MANAGEMENT LLC
Boulder, CO
AUM
$82.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
303-245-0035