CONSILIUM, LLC
Boulder, CO
AUM
$215.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
303-956-7074
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CO
450 advisers found
CEDARWOOD WEALTH
Highlands Ranch, CO
AUM
$213.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
303-351-6245
ALTIUS FINANCIAL, INC.
Denver, CO
AUM
$212.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
303-584-9271
AUM
$211.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
(818) 804-1508
FIDELIS WEALTH ADVISORS
Castle Rock, CO
AUM
$210.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
303-800-4683
CAPITAL ASSET MANAGEMENT, LLC
Denver, CO
AUM
$208.8M
Wealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
303-832-7770
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
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
WELCH FINANCIAL PLANNING, LLC
Boulder, CO
AUM
$198.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
303-939-8766
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
SANCTUARY ADVISORS
Denver, CO
AUM
$191.5M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(303) 220-5374
WISDOM WEALTH STRATEGIES
Greenwood Village, CO
AUM
$190.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
720-314-8009
VANGUARD CAPITAL
Denver, CO
AUM
$190.4M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 employees
Clients
—
Fees
Percentage of AUM; Hourly charges
844-861-7504
STEELE STREET PRIVATE WEALTH MANAGEMENT
Denver, CO
AUM
$187.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
720-730-2550
RED MOUNTAIN FINANCIAL, LLC
Fort Collins, CO
AUM
$184.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
970-658-0946
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
HOFFMANN HERMANSON
Denver, CO
AUM
$183.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
303-946-1810
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
ACCELERATED WEALTH ADVISORS LLC
Colorado Springs, CO
AUM
$180.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
719-466-5630
SILVERPEAK WEALTH ADVISORS
Boulder, CO
AUM
$177.4M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(720) 465-5055
DOWNING STREET WEALTH MANAGEMENT LLC
Greenwood Village, CO
AUM
$175.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
720-360-0886
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