EMPOWER ADVISORY GROUP, LLC
Greenwood Village, CO
AUM
$195.43B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6138 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
866-575-4977
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in CO
415 advisers found
MERCER GLOBAL ADVISORS INC.
Denver, CO
AUM
$84.40B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
632 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
(888) 885-8101
ARAX ADVISORY PARTNERS
Denver, CO
AUM
$11.30B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
55 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +3 more
303-633-5900
GENEOS WEALTH MANAGEMENT, INC.
Englewood, CO
AUM
$9.22B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
200 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
303-785-8470
ASPEN GROVE CAPITAL, LLC
Avon, CO
AUM
$6.67B
Financial PlanningWealth Mgmt
Team
12 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
970-688-4188
WESTERN WEALTH MANAGEMENT LLC
Golden, CO
AUM
$5.36B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
95 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
3033932404
JFG FAMILY OFFICE
Denver, CO
AUM
$4.53B
Financial PlanningWealth MgmtTrusts & Estates
Team
35 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
720-475-1195
IWP WEALTH MANAGEMENT LLC
Denver, CO
AUM
$4.32B
Financial PlanningWealth MgmtTrusts & Estates
Team
14 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
720-328-9700
IMA ADVISORY SERVICES, INC.
Denver, CO
AUM
$3.90B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
40 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
316-266-6574
BOK FINANCIAL PRIVATE WEALTH, INC.
Denver, CO
AUM
$3.72B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
23 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
303-539-0100
GHP INVESTMENT ADVISORS INC
Denver, CO
AUM
$3.06B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
22 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
303-831-5051
OBERMEYER WEALTH PARTNERS
Aspen, CO
AUM
$3.03B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
101-250
Fees
Percentage of AUM
970-925-8747
SUMMIT WEALTH GROUP
Colorado Springs, CO
AUM
$2.31B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
29 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
7196334033
BSW WEALTH PARTNERS
Boulder, CO
AUM
$2.24B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
20 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
303-444-9696
CHERRY CREEK FAMILY OFFICES
Denver, CO
AUM
$2.02B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
11-25
Fees
Fixed fees
303-862-9550
PCM ENCORE, LLC
Aspen, CO
AUM
$1.94B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
425-214-1755
NILSINE PARTNERS, LLC
Greenwood Village, CO
AUM
$1.88B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
303-529-5800
CORUNDUM GROUP, INC.
Colorado Springs, CO
AUM
$1.69B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
719-228-1080
BUCK WEALTH STRATEGIES, LLC
Denver, CO
AUM
$1.64B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
39 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
888-210-6567
TOWNSEND
Westminster, CO
AUM
$1.52B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
11 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
303-452-5986
CLASS VI FAMILY OFFICE, LLC
Denver, CO
AUM
$1.50B
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
303-243-5619
THE INSTITUTE
Denver, CO
AUM
$1.37B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
18 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
303-572-3500
CAPITAL INVESTMENT COUNSEL, LLC
Denver, CO
AUM
$1.35B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(303) 381-0200
PARAGON CAPITAL MANAGEMENT
Denver, CO
AUM
$1.32B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
303-293-3680
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