Best Financial Advisors in BOULDER, Colorado

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

26

Registered Firms

0.95%

Median Fee

of assets/year

$293M

Median AUM

26

Firms Listed

in our database

Top-Ranked Advisors in BOULDER

FINANCIAL MOUNTAIN INC

BOULDER, CO · Since 2026

$111M AUM2 clientsFee: 0%

FiduciaryFee-Only

SNOWBALL WEALTH MANAGEMENT

BOULDER, CO · Since 2024

$139M AUM3 clientsFee: 0%

FiduciaryFee-Only

FOUNDRY GROUP, LLC

BOULDER, CO · Since 2016

$3.5B AUM6 clientsFee: 0%

FiduciaryFee-Only

KILTERHOWLING LLC

BOULDER, CO · Since 2020

$293M AUM4 clientsFee: 0%

FiduciaryFee-Only

RUBICON TECHNOLOGY MANAGEMENT L.L.C.

BOULDER, CO · Since 2015

$4.8B AUM29 clientsFee: 0%

FiduciaryFee-Only

OUTBOUND FINANCIAL

BOULDER, CO · Since 2024

$151M AUM1 clientsFee: 0%

FiduciaryFee-Only

CONSILIUM, LLC

BOULDER, CO · Since 2019

$215M AUM1 clientsFee: 0%

FiduciaryFee-Only

SWEATER INDUSTRIES LLC

BOULDER, CO · Since 2022

$16M AUM2 clientsFee: 0%

FiduciaryFee-Only

WELCH FINANCIAL PLANNING, LLC

BOULDER, CO · Since 2024

$198M AUM2 clientsFee: 0%

FiduciaryFee-Only

BSW WEALTH PARTNERS

BOULDER, CO · Since 1994

$2.2B AUM20 clientsFee: 0%

FiduciaryFee-Only

THE WEALTH CONSERVANCY, INC.

BOULDER, CO · Since 1983

$260M AUM3 clientsFee: 0%

FiduciaryFee-Only

COLORADO CAPITAL MANAGEMENT

BOULDER, CO · Since 2002

$638M AUM10 clientsFee: 0%

FiduciaryFee-Only

BOULDER WEALTH ADVISORS, LLC

BOULDER, CO · Since 2014

$338M AUM2 clientsFee: 0%

FiduciaryFee-Only

CORNERSTONE INVESTMENT ADVISORS, LLC

BOULDER, CO · Since 2004

$181M AUM2 clientsFee: 0%

FiduciaryFee-Only

WOODBOURNE CAPITAL MANAGEMENT INTERNATIONAL LP

BOULDER, CO · Since 2007

$2.0B AUM7 clientsFee: 0%

FiduciaryFee-Only

QUISH

BOULDER, CO · Since 2025

$154M AUM1 clientsFee: 0%

FiduciaryFee-Only

SILVERPEAK WEALTH ADVISORS

BOULDER, CO · Since 2020

$177M AUM2 clientsFee: 0%

FiduciaryFee-Only

VISION RIDGE PARTNERS, LLC

BOULDER, CO · Since 2017

$6.1B AUM35 clientsFee: 0%

FiduciaryFee-Only

BLACK SWIFT GROUP, LLC

BOULDER, CO · Since 2016

$694M AUM2 clientsFee: 0%

FiduciaryFee-Only

THE MILLSTONE EVANS GROUP, LLC

BOULDER, CO · Since 2020

$893M AUM8 clientsFee: 0%

FiduciaryFee-Only

SAVVLY ADVISOR

BOULDER, CO · Since 2024

$75K AUM1 clientsFee: 0%

FiduciaryFee-Only

REDEFINE VENTURES LLC

BOULDER, CO · Since 2025

$1.3B AUM1 clientsFee: 0%

FiduciaryFee-Only

BROADVIEW WEALTH PARTNERS

BOULDER, CO · Since 2025

$305M AUM7 clientsFee: 0%

FiduciaryFee-Only

M4A3 LLC

BOULDER, CO · Since 2025

$322M AUM3 clientsFee: 0%

FiduciaryFee-Only

MAGNIFI

BOULDER, CO · Since 2020

$2M AUM2 clientsFee: 0%

FiduciaryFee-Only1 complaint

TIFIN GIVE

BOULDER, CO · Since 2021

$31M AUM2 clientsFee: 0%

FiduciaryFee-Only1 complaint

Frequently Asked Questions

How are advisors ranked?

We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.

What's the average financial advisor fee in BOULDER?

The median advisory fee in BOULDER, CO is 0.95% of assets under management per year, based on Form ADV filings from 26 registered firms.

Where does this data come from?

All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.