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 Trusts & Estates advisors in CO
450 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
ARROWMARK COLORADO HOLDINGS, LLC
Denver, CO
AUM
$21.02B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
41 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
303-398-2929
FIDUCIARY CONSULTING GROUP
Greenwood Village, CO
AUM
$14.73B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
33 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
303-333-7770
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
ELEVATION POINT WEALTH PARTNERS, LLC
Denver, CO
AUM
$8.29B
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
54 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
303-382-2880
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
SHELTON CAPITAL MANAGEMENT
Denver, CO
AUM
$6.52B
Wealth MgmtTrusts & EstatesRetirement
Team
23 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
800-955-9988
1888 INVESTMENTS, LLC
Denver, CO
AUM
$5.91B
Wealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
720-201-6099
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
BEAR CREEK ASSET MANAGEMENT, LLC
Denver, CO
AUM
$5.19B
Wealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
303-459-7333
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
MARSICO CAPITAL MANAGEMENT, LLC
Denver, CO
AUM
$4.26B
Wealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM
303-454-5600
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
CAMBIAR INVESTORS, LLC
Denver, CO
AUM
$2.92B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
888-673-9950
MICHAUD CAPITAL MANAGEMENT LLC
Denver, CO
AUM
$2.44B
Wealth MgmtTrusts & Estates
Team
6 advisors
Clients
1-10
Fees
Fixed fees
303-962-5345
SWAN GLOBAL INVESTMENTS, LLC
Durango, CO
AUM
$2.39B
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
970-382-8901
SPRUCEVIEW CAPITAL PARTNERS LLC
Denver, CO
AUM
$2.34B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
303-867-1673
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
Page 1 of 19Next