Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CO
242 advisers found
FOXSTONE FINANCIAL
Lone Tree, CO
AUM
$79.8M
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
303-988-5443
FUTURE CAPITAL MANAGEMENT INC.
Castle Rock, CO
AUM
$78.6M
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
720-927-3100
HART FINANCIAL, LLC
Akron, CO
AUM
$78.5M
Team
1 advisors
Clients
—
Fees
Percentage of AUM
970-345-0369
CALEDONIA WEALTH MANAGEMENT, LTD.
Boulder, CO
AUM
$78.1M
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
720-239-1260
INVESTMENT RESEARCH CORP
Denver, CO
AUM
$76.3M
Team
16 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
303-626-0634
TARGETED WEALTH SOLUTIONS
Colorado Springs, CO
AUM
$71.7M
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
303-800-8179
MARGIN
Denver, CO
AUM
$66.8M
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(303)990-1504
DELPHI WEALTH PARTNERS
Grand Junction, CO
AUM
$55.2M
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
970-639-1142
EVERGREEN WEALTH ADVISORS
Durango, CO
AUM
$46.2M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
970-403-3783
STONEBRIDGE FINANCIAL SOLUTIONS, INC
Lone Tree, CO
AUM
$41.7M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
720-895-8200
TIFIN GIVE
Boulder, CO
AUM
$30.9M
Team
2 advisors
Clients
—
Fees
Fixed fees; MANAGEMENT FEES (A PORTION OF EACH UNDERLYING DAF'S AUM)
646 389-0402
OATLEY & DIAK, LLC.
Parker, CO
AUM
$30.5M
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
303-221-1900
THIRD DAY CAPITAL MANAGEMENT, LLC
Denver, CO
AUM
$30.1M
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
303-979-9259
WEALTHEQ
Erie, CO
AUM
$26.4M
Team
1 advisors
Clients
1-10
Fees
Fixed fees
720-636-1998
GRANDERSON WEALTH MANAGEMENT GROUP INC
Denver, CO
AUM
$25.6M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
303-228-3160
MERITOR CAPITAL
Greenwood Village, CO
AUM
$25.1M
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
720-792-4512
STABLEFORD CAPITAL PARTNERS
Denver, CO
AUM
$22.8M
Team
1 advisors
Clients
—
Fees
Percentage of AUM
512-550-5462
STRONGHAVEN CAPITAL LLC
Denver, CO
AUM
$19.0M
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
720-737-7036
SCHUTTE FINANCIAL LLC
Denver, CO
AUM
$18.9M
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +3 more
(303) 968-9330
AUM
$15.0M
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
630-730-5745
WOLFF FINANCIAL ADVISORS, LLC
Broomfield, CO
AUM
$12.8M
Team
1 advisors
Clients
11-25
Fees
Fixed fees
3037486976
AUM
$10.6M
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
9704728489