AdvisorRanked

Best Financial Advisors in Colorado

354 SEC-registered advisory firms across 38 cities. Ranked by Red Flag Score using public regulatory data from Form ADV filings.

354
Registered Firms
38
Cities
0.95%
Median Fee
of assets/year
354
In Database
firms listed

Cities in Colorado

DENVER, CO

148 firms
Median fee: 0.95%

GREENWOOD VILLAGE, CO

37 firms
Median fee: 0.95%

BOULDER, CO

26 firms
Median fee: 0.95%

COLORADO SPRINGS, CO

24 firms
Median fee: 0.95%

ENGLEWOOD, CO

16 firms
Median fee: 0.95%

CENTENNIAL, CO

11 firms
Median fee: 0.95%

FORT COLLINS, CO

10 firms
Median fee: 0.95%

LITTLETON, CO

9 firms
Median fee: 0.95%

LAKEWOOD, CO

8 firms
Median fee: 0.95%

LONE TREE, CO

6 firms
Median fee: 0.95%

DURANGO, CO

6 firms
Median fee: 0.95%

HIGHLANDS RANCH, CO

5 firms
Median fee: 0.95%

LOUISVILLE, CO

4 firms
Median fee: 0.95%

STEAMBOAT SPRINGS, CO

4 firms
Median fee: 0.95%

CASTLE ROCK, CO

4 firms
Median fee: 0.95%

BROOMFIELD, CO

4 firms
Median fee: 0.95%

WESTMINSTER, CO

3 firms
Median fee: 0.95%

GOLDEN, CO

3 firms
Median fee: 0.95%

LOVELAND, CO

3 firms
Median fee: 0.95%

MONUMENT, CO

2 firms
Median fee: 0.95%

ASPEN, CO

2 firms
Median fee: 0.95%

MONTROSE, CO

2 firms
Median fee: 0.95%

GLENDALE, CO

2 firms
Median fee: 0.95%

Top-Ranked Firms in Colorado

#1
100

PRUDENT MAN INVESTMENT MANAGEMENT

LOUSIVILLE, CO · Since 1988

$390M AUM3 clientsFee: 0%
FiduciaryFee-Only
#2
100

SHELTON CAPITAL MANAGEMENT

DENVER, CO · Since 1985

$6.5B AUM23 clientsFee: 0%
FiduciaryFee-Only
#3
100

ALPINE WEALTH ADVISORS, LLC

DENVER, CO · Since 2024

$116M AUM1 clientsFee: 0%
FiduciaryFee-Only
#4
100

PVG ASSET MANAGEMENT CORP

CENTENNIAL, CO · Since 1987

$625M AUM6 clientsFee: 0%
FiduciaryFee-Only
#5
100

INNOVEST PORTFOLIO SOLUTIONS LLC

DENVER, CO · Since 1996

$0 AUM30 clientsFee: 0%
FiduciaryFee-Only
#6
100

PETERSON FINANCIAL SERVICES LLC

DENVER, CO · Since 2022

$124M AUM1 clientsFee: 0%
FiduciaryFee-Only
#7
100

FINANCIALLY SPEAKING INC

GREENWOOD VILLAGE, CO · Since 1991

$165M AUM3 clientsFee: 0%
FiduciaryFee-Only
#8
100

BRUNI J V & CO

COLORADO SPRINGS, CO · Since 1992

$1.1B AUM3 clientsFee: 0%
FiduciaryFee-Only
#9
100

BOK FINANCIAL PRIVATE WEALTH, INC.

DENVER, CO · Since 1996

$3.7B AUM23 clientsFee: 0%
FiduciaryFee-Only
#10
100

EMPOWER CAPITAL MANAGEMENT, LLC

GREENWOOD VILLAGE, CO · Since 1996

$78.0B AUM84 clientsFee: 0%
FiduciaryFee-Only
#11
100

MONTICELLO ASSOCIATES, LLC

DENVER, CO · Since 1996

$0 AUM31 clientsFee: 0%
FiduciaryFee-Only
#12
100

SEAMOUNT FINANCIAL GROUP INC

COLORADO SPRINGS, CO · Since 1999

$745M AUM6 clientsFee: 0%
FiduciaryFee-Only
#13
100

INVESTMENT RESEARCH CORP

DENVER, CO · Since 1972

$76M AUM16 clientsFee: 0%
FiduciaryFee-Only
#14
100

ICON ADVISERS, INC.

GREENWOOD VILLAGE, CO · Since 1991

$876M AUM5 clientsFee: 0%
FiduciaryFee-Only
#15
100

FINANCIAL MOUNTAIN INC

BOULDER, CO · Since 2026

$111M AUM2 clientsFee: 0%
FiduciaryFee-Only
#16
100

MARSICO CAPITAL MANAGEMENT, LLC

DENVER, CO · Since 1997

$4.3B AUM7 clientsFee: 0%
FiduciaryFee-Only
#17
100

SCHAEFER FINANCIAL MANAGEMENT, INC.

CENTENNIAL, CO · Since 1989

$1.1B AUM7 clientsFee: 0%
FiduciaryFee-Only
#18
100

FREEDOM FUNDS MANAGEMENT CO

DENVER, CO · Since 1987

$1.9B AUM3 clientsFee: 0%
FiduciaryFee-Only
#19
100

DESTINY CAPITAL CORPORATION

DENVER, CO · Since 1989

$382M AUM9 clientsFee: 0%
FiduciaryFee-Only
#20
100

CAPITAL FINANCIAL GROUP, INC.

LITTLETON, CO · Since 2019

$237M AUM3 clientsFee: 0%
FiduciaryFee-Only
#21
100

LOYD FINANCIAL MANAGEMENT INC.

CENTENNIAL, CO · Since 2024

$134M AUM1 clientsFee: 0%
FiduciaryFee-Only
#22
100

ELDERADO FINANCIAL, INC

MONTROSE, CO · Since 2021

$237M AUM5 clientsFee: 0%
FiduciaryFee-Only
#23
100

HFG ADVISORS

GREENWOOD VILLAGE, CO · Since 2026

$109M AUM4 clientsFee: 0%
FiduciaryFee-Only
#24
100

J.F. WILLIAMS CO., INC.

DENVER, CO · Since 2015

$286M AUM4 clientsFee: 0%
FiduciaryFee-Only
#25
100

SWAN GLOBAL INVESTMENTS, LLC

DURANGO, CO · Since 2010

$2.4B AUM5 clientsFee: 0%
FiduciaryFee-Only
#26
100

CAMBIAR INVESTORS, LLC

DENVER, CO · Since 2001

$2.9B AUM8 clientsFee: 0%
FiduciaryFee-Only
#27
100

PEAK FINANCIAL ADVISORS

DENVER, CO · Since 2001

$269M AUM2 clientsFee: 0%
FiduciaryFee-Only
#28
100

RYAN INVESTMENTS

BASALT, CO · Since 2003

$272M AUM4 clientsFee: 0%
FiduciaryFee-Only
#29
100

INTEGRITY PROSPERITY SECURITY (IPS) STRATEGIC CAPITAL

DENVER, CO · Since 2016

$91M AUM1 clientsFee: 0%
FiduciaryFee-Only
#30
100

BUTLER FINANCIAL SERVICES

DENVER, CO · Since 2021

$155M AUM2 clientsFee: 0%
FiduciaryFee-Only
#31
100

INNOVATIVE FINANCIAL, LLC

LAKEWOOD, CO · Since 2026

$105M AUM1 clientsFee: 0%
FiduciaryFee-Only
#32
100

HOFFMANN HERMANSON

DENVER, CO · Since 2025

$183M AUM2 clientsFee: 0%
FiduciaryFee-Only
#33
100

COLUMBIA BENEFITS, LLC

DENVER, CO · Since 2025

$116M AUM1 clientsFee: 0%
FiduciaryFee-Only
#34
100

ALPS ADVISORS, INC.

DENVER, CO · Since 2006

$38.8B AUM28 clientsFee: 0%
FiduciaryFee-Only
#35
100

ZIDEL FINANCIAL INC.

BRECKENRIDGE, CO · Since 2022

$160M AUM1 clientsFee: 0%
FiduciaryFee-Only
#36
100

WORLD CAPITAL ADVISORS, LLC

DENVER, CO · Since 2014

$72M AUM1 clientsFee: 0%
FiduciaryFee-Only
#37
100

SNOWBALL WEALTH MANAGEMENT

BOULDER, CO · Since 2024

$139M AUM3 clientsFee: 0%
FiduciaryFee-Only
#38
100

FINANCIAL ACTION, INC.

MONUMENT, CO · Since 2026

$100M AUM4 clientsFee: 0%
FiduciaryFee-Only
#39
100

PEAK CAPITAL MANAGEMENT, LLC

GREENWOOD VILLAGE, CO · Since 2008

$165M AUM3 clientsFee: 0%
FiduciaryFee-Only
#40
100

HELM INVESTMENT MANAGEMENT, LLC

DENVER, CO · Since 2006

$371M AUM2 clientsFee: 0%
FiduciaryFee-Only
#41
100

LOTUSGROUP ADVISORS

DENVER, CO · Since 2017

$286M AUM7 clientsFee: 0%
FiduciaryFee-Only
#42
100

WAKEFIELD ASSET MANAGEMENT, LLLP

ENGLEWOOD, CO · Since 2007

$454M AUM3 clientsFee: 0%
FiduciaryFee-Only
#43
100

HARRISON STREET PRIVATE WEALTH LLC

DENVER, CO · Since 2011

$4.1B AUM11 clientsFee: 0%
FiduciaryFee-Only
#44
100

GREEN ALPHA INVESTMENTS

NIWOT, CO · Since 2013

$254M AUM3 clientsFee: 0%
FiduciaryFee-Only
#45
100

FIDUCIARY CONSULTING GROUP

GREENWOOD VILLAGE, CO · Since 2009

$14.7B AUM33 clientsFee: 0%
FiduciaryFee-Only
#46
100

INFINIUM INVESTMENT ADVISORS, LLC

DENVER, CO · Since 2020

$152M AUM2 clientsFee: 0%
FiduciaryFee-Only
#47
100

BAUER WEALTH MANAGEMENT INC.

COLORADO SPRINGS, CO · Since 2021

$206M AUM3 clientsFee: 0%
FiduciaryFee-Only
#48
100

CDP FINANCIAL GROUP, LLC

LITTLETON, CO · Since 2026

$100M AUM2 clientsFee: 0%
FiduciaryFee-Only
#49
100

BOW RIVER CAPITAL

DENVER, CO · Since 2011

$3.2B AUM37 clientsFee: 0%
FiduciaryFee-Only
#50
100

RS ASSET MANAGEMENT, LLC

COLORADO SPRINGS, CO · Since 2014

$107M AUM2 clientsFee: 0%
FiduciaryFee-Only
#51
100

PRINCETON FUND ADVISORS, LLC

DENVER, CO · Since 2011

$780M AUM7 clientsFee: 0%
FiduciaryFee-Only
#52
100

HINCHLEY ADVISORY GROUP, LLC

CENTENNIAL, CO · Since 2024

$193M AUM1 clientsFee: 0%
FiduciaryFee-Only
#53
100

SEASON INVESTMENTS, LLC

COLORADO SPRINGS, CO · Since 2020

$160M AUM3 clientsFee: 0%
FiduciaryFee-Only
#54
100

FOUNDRY GROUP, LLC

BOULDER, CO · Since 2016

$3.5B AUM6 clientsFee: 0%
FiduciaryFee-Only
#55
100

MILLENNIUM BRIDGE CAPITAL

DENVER, CO · Since 2012

$717M AUM9 clientsFee: 0%
FiduciaryFee-Only
#56
100

FRONTRANGE CAPITAL ADVISERS, LLC

DENVER, CO · Since 2012

$1.5B AUM29 clientsFee: 0%
FiduciaryFee-Only
#57
100

SWAN CAPITAL MANAGEMENT, LLC

DURANGO, CO · Since 2012

$1.3B AUM1 clientsFee: 0%
FiduciaryFee-Only
#58
100

GRIFFIS RESIDENTIAL INVESTMENT ADVISOR

GREENWOOD VILLAGE, CO · Since 2013

$1.9B AUM17 clientsFee: 0%
FiduciaryFee-Only
#59
100

BLUE SKY ASSET MANAGEMENT, LLC

ENGLEWOOD, CO · Since 2013

$99M AUM1 clientsFee: 0%
FiduciaryFee-Only
#60
100

FI401K ADVISORS

CENTENNIAL, CO · Since 2016

$915M AUM1 clientsFee: 0%
FiduciaryFee-Only
#61
100

WEALTH ENGINEERS, LLC

DENVER, CO · Since 2026

$118M AUM1 clientsFee: 0%
FiduciaryFee-Only
#62
100

OAKWOOD REAL ESTATE PARTNERS, LLC

DENVER, CO · Since 2014

$540M AUM4 clientsFee: 0%
FiduciaryFee-Only
#63
100

KILTERHOWLING LLC

BOULDER, CO · Since 2020

$293M AUM4 clientsFee: 0%
FiduciaryFee-Only
#64
100

RUBICON TECHNOLOGY MANAGEMENT L.L.C.

BOULDER, CO · Since 2015

$4.8B AUM29 clientsFee: 0%
FiduciaryFee-Only
#65
100

WISDOM WEALTH STRATEGIES

GREENWOOD VILLAGE, CO · Since 2021

$190M AUM2 clientsFee: 0%
FiduciaryFee-Only
#66
100

WEALTH WATCH ADVISORS, INC

ENGLEWOOD, CO · Since 2015

$612M AUM52 clientsFee: 0%
FiduciaryFee-Only
#67
100

FAMILY FINANCIAL SOLUTIONS GROUP, LLC

DURANGO, CO · Since 2014

$501M AUM1 clientsFee: 0%
FiduciaryFee-Only
#68
100

WAKEFIELD WEALTH MANAGEMENT, LLLP

ENGLEWOOD, CO · Since 2015

$513M AUM2 clientsFee: 0%
FiduciaryFee-Only
#69
100

RED MOUNTAIN FINANCIAL PARTNERS

DURANGO, CO · Since 2022

$226M AUM3 clientsFee: 0%
FiduciaryFee-Only
#70
100

COLLIER FINANCIAL, INC

DENVER, CO · Since 2021

$161M AUM1 clientsFee: 0%
FiduciaryFee-Only
#71
100

RED MOUNTAIN FINANCIAL, LLC

FORT COLLINS, CO · Since 2023

$184M AUM1 clientsFee: 0%
FiduciaryFee-Only
#72
100

PEAK FINANCIAL MANAGEMENT, INC.

BROOMFIELD, CO · Since 2025

$109M AUM2 clientsFee: 0%
FiduciaryFee-Only
#73
100

FIT WEALTH MANAGEMENT

CENTENNIAL, CO · Since 2024

$147M AUM3 clientsFee: 0%
FiduciaryFee-Only
#74
100

NAVIGATION WEALTH MANAGEMENT

FORT COLLINS, CO · Since 2020

$103M AUM8 clientsFee: 0%
FiduciaryFee-Only
#75
100

TRIUMPH CAPITAL MANAGEMENT

DENVER, CO · Since 2016

$646M AUM17 clientsFee: 0%
FiduciaryFee-Only
#76
100

WHIPPLEWOOD ADVISORS, LLC

LITTLETON, CO · Since 2020

$325M AUM6 clientsFee: 0%
FiduciaryFee-Only
#77
100

LION EQUITY INVESTMENT ADVISORS, LLC

DENVER, CO · Since 2023

$173M AUM12 clientsFee: 0%
FiduciaryFee-Only
#78
100

CAPITAL ASSET MANAGEMENT, LLC

DENVER, CO · Since 2022

$209M AUM4 clientsFee: 0%
FiduciaryFee-Only
#79
100

CLASS VI FAMILY OFFICE, LLC

DENVER, CO · Since 2017

$1.5B AUM8 clientsFee: 0%
FiduciaryFee-Only
#80
100

BAYSWATER MANAGEMENT COMPANY LP

DENVER, CO · Since 2016

$991M AUM6 clientsFee: 0%
FiduciaryFee-Only
#81
100

HIGGINS & SCHMIDT WEALTH STRATEGIES LLC

DENVER, CO · Since 2020

$279M AUM3 clientsFee: 0%
FiduciaryFee-Only
#82
100

325 FILLMORE LLC

DENVER, CO · Since 2017

$104M AUM1 clientsFee: 0%
FiduciaryFee-Only
#83
100

OUTBOUND FINANCIAL

BOULDER, CO · Since 2024

$151M AUM1 clientsFee: 0%
FiduciaryFee-Only
#84
100

PEACE OF MIND FINANCIAL PLANNING, INC

COLORADO SPRINGS, CO · Since 2021

$124M AUM2 clientsFee: 0%
FiduciaryFee-Only
#85
100

IMPACTFOLIO LLC

DENVER, CO · Since 2021

$289M AUM3 clientsFee: 0%
FiduciaryFee-Only
#86
100

HEIRLOOM WEALTH MANAGEMENT LLC

GREENWOOD VILLAGE, CO · Since 2018

$1.1B AUM17 clientsFee: 0%
FiduciaryFee-Only
#87
100

FIDELIS WEALTH ADVISORS

CASTLE ROCK, CO · Since 2021

$210M AUM5 clientsFee: 0%
FiduciaryFee-Only
#88
100

SWAN WEALTH ADVISORS, LLC

DURANGO, CO · Since 2018

$98M AUM2 clientsFee: 0%
FiduciaryFee-Only
#89
100

SMITH CAPITAL INVESTORS, LLC

DENVER, CO · Since 2018

$13.1B AUM17 clientsFee: 0%
FiduciaryFee-Only
#90
100

CENTERPIECE WEALTH ADVISOR

GREENWOOD VILLAGE, CO · Since 2024

$139M AUM2 clientsFee: 0%
FiduciaryFee-Only
#91
100

APO FINANCIAL SERVICES, LLC

WESTMINSTER, CO · Since 2020

$124M AUM7 clientsFee: 0%
FiduciaryFee-Only
#92
100

NOBLE WEALTH PARTNERS

DENVER, CO · Since 2026

$118M AUM2 clientsFee: 0%
FiduciaryFee-Only
#93
100

CIMARRON WEALTH MANAGEMENT, INC.

MONTROSE, CO · Since 2019

$327M AUM7 clientsFee: 0%
FiduciaryFee-Only
#94
100

MANNA TREE PARTNERS, LLC

DENVER, CO · Since 2021

$816M AUM10 clientsFee: 0%
FiduciaryFee-Only
#95
100

THEORY FINANCIAL

FORT COLLINS, CO · Since 2021

$319M AUM3 clientsFee: 0%
FiduciaryFee-Only
#96
100

CONSILIUM, LLC

BOULDER, CO · Since 2019

$215M AUM1 clientsFee: 0%
FiduciaryFee-Only
#97
100

ENVOY ADVISORY INC.

COLORADO SPRINGS, CO · Since 2019

$615M AUM12 clientsFee: 0%
FiduciaryFee-Only
#98
100

ARROWMARK ASSET MANAGEMENT, LLC

DENVER, CO · Since 2020

$224M AUM2 clientsFee: 0%
FiduciaryFee-Only
#99
100

FFG RETIREMENT COUNSELING

CENTENNIAL, CO · Since 2020

$216M AUM2 clientsFee: 0%
FiduciaryFee-Only
#100
100

COHESION WEALTH MANAGEMENT, LLC

BROOMFIELD, CO · Since 2020

$171M AUM3 clientsFee: 0%
FiduciaryFee-Only
#101
100

UX WEALTH PARTNERS LLC

CENTENNIAL, CO · Since 2020

$1.9B AUM3 clientsFee: 0%
FiduciaryFee-Only
#102
100

JACKSON CREEK INVESTMENT ADVISORS LLC

CASTLE ROCK, CO · Since 2020

$349M AUM4 clientsFee: 0%
FiduciaryFee-Only
#103
100

PRIMARK ADVISORS, LLC

DENVER, CO · Since 2020

$372M AUM2 clientsFee: 0%
FiduciaryFee-Only
#104
100

JACKSON WEALTH MANAGEMENT, LLC

CASTLE ROCK, CO · Since 2026

$107M AUM1 clientsFee: 0%
FiduciaryFee-Only
#105
100

LAB QUANTITATIVE STRATEGIES, LLC

DENVER, CO · Since 2021

$1.6B AUM12 clientsFee: 0%
FiduciaryFee-Only
#106
100

CREDENTIALED WEALTH ADVISORS, LLC

JOHNSTOWN, CO · Since 2021

$140M AUM3 clientsFee: 0%
FiduciaryFee-Only
#107
100

OPHIR ASSET MANAGEMENT US LLC

DENVER, CO · Since 2021

$1.3B AUM5 clientsFee: 0%
FiduciaryFee-Only
#108
100

DREAM U.S. MANAGER LLC

DENVER, CO · Since 2021

$1.0B AUM9 clientsFee: 0%
FiduciaryFee-Only
#109
100

KELLY INTELLIGENCE

DENVER, CO · Since 2021

$82M AUM2 clientsFee: 0%
FiduciaryFee-Only
#110
100

PARALEL ADVISORS LLC

DENVER, CO · Since 2021

$2.7B AUM2 clientsFee: 0%
FiduciaryFee-Only
#111
100

SWEATER INDUSTRIES LLC

BOULDER, CO · Since 2022

$16M AUM2 clientsFee: 0%
FiduciaryFee-Only
#112
100

SENIOR TAX ADVISORY GROUP, INC.

COLORADO SPRINGS, CO · Since 2022

$123M AUM4 clientsFee: 0%
FiduciaryFee-Only
#113
100

BEST LIFE INFINITY, LLC

COLORADO SPRINGS, CO · Since 2022

$48M AUM6 clientsFee: 0%
FiduciaryFee-Only
#114
100

COLLEGIATE PEAKS ASSET MANAGEMENT, LLC

DENVER, CO · Since 2022

$365M AUM3 clientsFee: 0%
FiduciaryFee-Only
#115
100

TIER ONE WEALTH MANAGEMENT

LONE TREE, CO · Since 2022

$154M AUM3 clientsFee: 0%
FiduciaryFee-Only
#116
100

TRAILWISE FINANCIAL PARTNERS, LLC

GOLDEN, CO · Since 2026

$145M AUM4 clientsFee: 0%
FiduciaryFee-Only
#117
100

DODDS WEALTH, LLC

GREENWOOD VILLAGE, CO · Since 2022

$706M AUM7 clientsFee: 0%
FiduciaryFee-Only
#118
100

BESPOKE ADVISORY

EVERGREEN, CO · Since 2023

$284M AUM9 clientsFee: 0%
FiduciaryFee-Only
#119
100

VARRA FINANCIAL

LOUISVILLE, CO · Since 2022

$306M AUM7 clientsFee: 0%
FiduciaryFee-Only
#120
100

BOW RIVER ADVISERS, LLC

DENVER, CO · Since 2023

$1.2B AUM5 clientsFee: 0%
FiduciaryFee-Only
#121
100

ACORN CREEK CAPITAL LLC

FORT COLLINS, CO · Since 2023

$489M AUM4 clientsFee: 0%
FiduciaryFee-Only
#122
100

MERCER ADVISORS PRIVATE ASSET MANAGEMENT, INC.

DENVER, CO · Since 2023

$206M AUM1 clientsFee: 0%
FiduciaryFee-Only
#123
100

MEKETA CAPITAL, LLC

DENVER, CO · Since 2024

$83M AUM14 clientsFee: 0%
FiduciaryFee-Only
#124
100

CLASS VI VENTURES, LLC

DENVER, CO · Since 2023

$15M AUM3 clientsFee: 0%
FiduciaryFee-Only
#125
100

LORD AND RICHARDS

HIGHLANDS RANCH, CO · Since 2023

$129M AUM8 clientsFee: 0%
FiduciaryFee-Only
#126
100

WELCH FINANCIAL PLANNING, LLC

BOULDER, CO · Since 2024

$198M AUM2 clientsFee: 0%
FiduciaryFee-Only
#127
100

BEAR CREEK FUND ADVISORS LLC

DENVER, CO · Since 2024

$283M AUM12 clientsFee: 0%
FiduciaryFee-Only
#128
100

MIDBRIDGE ADVISORS LP

DENVER, CO · Since 2024

$0 AUM12 clientsFee: 0%
FiduciaryFee-Only
#129
100

BXM WEALTH LLC

ENGLEWOOD, CO · Since 2025

$231M AUM4 clientsFee: 0%
FiduciaryFee-Only
#130
100

LEGACY WEALTH PARTNERS, LLC

LAKEWOOD, CO · Since 2025

$646M AUM8 clientsFee: 0%
FiduciaryFee-Only
#131
100

ONE BOW RIVER ADVISERS, LLC.

COLORADO SPRINGS, CO · Since 2025

$564M AUM9 clientsFee: 0%
FiduciaryFee-Only
#132
100

SYNERGY CAPITAL

FORT COLLINS, CO · Since 2025

$99M AUM1 clientsFee: 0%
FiduciaryFee-Only
#133
100

RIDGEGATE ADVISORS, LLC

ENGLEWOOD, CO · Since 2025

$119M AUM7 clientsFee: 0%
FiduciaryFee-Only
#134
100

CEDARWOOD WEALTH

HIGHLANDS RANCH, CO · Since 2025

$213M AUM3 clientsFee: 0%
FiduciaryFee-Only
#135
100

PROTOCOL WEALTH, LLC

DENVER, CO · Since 2025

$127M AUM3 clientsFee: 0%
FiduciaryFee-Only
#136
100

BZ WEALTH ADVISORS, LLC

LITTLETON, CO · Since 2025

$26M AUM6 clientsFee: 0%
FiduciaryFee-Only
#137
100

ASK DOLLY

DENVER, CO · Since 2025

$0 AUM3 clientsFee: 0%
FiduciaryFee-Only
#138
100

BRIGHT ADVISORS

GREENWOOD VILLAGE, CO · Since 2026

$128M AUM1 clientsFee: 0%
FiduciaryFee-Only
#139
100

FORWARD WEALTH

LONE TREE, CO · Since 2026

$0 AUM8 clientsFee: 0%
FiduciaryFee-Only
#140
100

AQI

LONE TREE, CO · Since 2026

$0 AUM5 clientsFee: 0%
FiduciaryFee-Only
#141
100

BLUE HERON CAPITAL

ENGLEWOOD, CO · Since 2026

$102M AUM3 clientsFee: 0%
FiduciaryFee-Only
#142
100

CULTIVATE WEALTH PARTNERS

BROOMFIELD, CO · Since 2026

$0 AUM1 clientsFee: 0%
FiduciaryFee-Only
#143
100

FREIF ADVISORS LLC

DENVER, CO · Since 2026

$570M AUM29 clientsFee: 0%
FiduciaryFee-Only
#144
100

EXCEPTIONAL WEALTH & FAMILY OFFICE

COLORADO SPRINGS, CO · Since 2026

$0 AUM2 clientsFee: 0%
FiduciaryFee-Only
#145
100

WHITE HAWK WEALTH MANAGEMENT

BROOMFIELD, CO · Since 2026

$0 AUM2 clientsFee: 0%
FiduciaryFee-Only
#146
100

OMAZ HOLDCO, LLC

WOODY CREEK, CO · Since 2026

$0 AUM1 clientsFee: 0%
FiduciaryFee-Only
#147
97

HINDS FINANCIAL GROUP INC

LAKEWOOD, CO · Since 2004

$537M AUM5 clientsFee: 0%
FiduciaryFee-Only
#148
95

JANUS HENDERSON INVESTORS

DENVER, CO · Since 1978

$380.4B AUM152 clientsFee: 0%
FiduciaryFee-Only
#149
95

PARAGON CAPITAL MANAGEMENT

DENVER, CO · Since 1990

$1.3B AUM5 clientsFee: 0%
FiduciaryFee-Only
#150
95

RAMSAY STATTMAN VELA & PRICE INC

COLORADO SPRINGS, CO · Since 1976

$779M AUM5 clientsFee: 0%
FiduciaryFee-Only
#151
95

SHARKEY HOWES & JAVER INC

DENVER, CO · Since 1991

$1.1B AUM9 clientsFee: 0%
FiduciaryFee-Only
#152
95

CORUNDUM GROUP, INC.

COLORADO SPRINGS, CO · Since 1992

$1.7B AUM11 clientsFee: 0%
FiduciaryFee-Only
#153
95

M.Z. KARK & ASSOCIATES, INC

DENVER, CO · Since 1985

$370M AUM2 clientsFee: 0%
FiduciaryFee-Only
#154
95

PEAK ASSET MANAGEMENT, LLC

LOUISVILLE, CO · Since 1996

$1.0B AUM14 clientsFee: 0%
FiduciaryFee-Only
#155
95

PETRA FINANCIAL ADVISORS INC

COLORADO SPRINGS, CO · Since 1991

$447M AUM7 clientsFee: 0%
FiduciaryFee-Only
#156
95

CHERRY CREEK INVESTMENT ADVISORS INC

ENGLEWOOD, CO · Since 1994

$352M AUM2 clientsFee: 0%
FiduciaryFee-Only
#157
95

BSW WEALTH PARTNERS

BOULDER, CO · Since 1994

$2.2B AUM20 clientsFee: 0%
FiduciaryFee-Only
#158
95

GHP INVESTMENT ADVISORS INC

DENVER, CO · Since 1995

$3.1B AUM22 clientsFee: 0%
FiduciaryFee-Only
#159
95

BOULDER ASSET MANAGEMENT

ENGLEWOOD, CO · Since 1991

$426M AUM1 clientsFee: 0%
FiduciaryFee-Only
#160
95

SEMPER AUGUSTUS INVESTMENTS GROUP LLC

HIGHLANDS RANCH, CO · Since 1998

$982M AUM2 clientsFee: 0%
FiduciaryFee-Only
#161
95

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

COLORADO SPRINGS, CO · Since 1999

$905M AUM12 clientsFee: 0%
FiduciaryFee-Only
#162
95

TILLMAN HARTLEY LLC

DENVER, CO · Since 1999

$746M AUM3 clientsFee: 0%
FiduciaryFee-Only
#163
95

OBERMEYER WEALTH PARTNERS

ASPEN, CO · Since 1997

$3.0B AUM15 clientsFee: 0%
FiduciaryFee-Only
#164
95

CALLAHAN CAPITAL MANAGEMENT

STEAMBOAT SPRINGS, CO · Since 2017

$217M AUM3 clientsFee: 0%
FiduciaryFee-Only
#165
95

TOWLE & CO

DENVER, CO · Since 1981

$474M AUM4 clientsFee: 0%
FiduciaryFee-Only
#166
95

INVESTMENT MANAGEMENT ASSOCIATES

GREENWOOD VILLAGE, CO · Since 2020

$810M AUM4 clientsFee: 0%
FiduciaryFee-Only
#167
95

THE WEALTH CONSERVANCY, INC.

BOULDER, CO · Since 1983

$260M AUM3 clientsFee: 0%
FiduciaryFee-Only
#168
95

IMA ADVISORY SERVICES, INC.

DENVER, CO · Since 2014

$3.9B AUM40 clientsFee: 0%
FiduciaryFee-Only
#169
95

SPRINKLE FINANCIAL CONSULTANTS LLC

LITTLETON, CO · Since 1995

$926M AUM3 clientsFee: 0%
FiduciaryFee-Only
#170
95

GALLACHER CAPITAL MANAGEMENT, LLC

LONE TREE, CO · Since 2007

$539M AUM10 clientsFee: 0%
FiduciaryFee-Only
#171
95

ALTIUS FINANCIAL, INC.

DENVER, CO · Since 2019

$212M AUM2 clientsFee: 0%
FiduciaryFee-Only
#172
95

INTEGRA FINANCIAL, INC.

GREENWOOD VILLAGE, CO · Since 2022

$123M AUM4 clientsFee: 0%
FiduciaryFee-Only
#173
95

TOWNSEND

WESTMINSTER, CO · Since 2006

$1.5B AUM11 clientsFee: 0%
FiduciaryFee-Only
#174
95

PEAK INVESTMENT ADVISORS, INC.

COLORADO SPRINGS, CO · Since 2024

$235M AUM1 clientsFee: 0%
FiduciaryFee-Only
#175
95

COLORADO CAPITAL MANAGEMENT

BOULDER, CO · Since 2002

$638M AUM10 clientsFee: 0%
FiduciaryFee-Only
#176
95

BOULDER WEALTH ADVISORS, LLC

BOULDER, CO · Since 2014

$338M AUM2 clientsFee: 0%
FiduciaryFee-Only
#177
95

SHEARWATER CAPITAL

DENVER, CO · Since 2013

$427M AUM4 clientsFee: 0%
FiduciaryFee-Only
#178
95

CORNERSTONE INVESTMENT ADVISORS, LLC

BOULDER, CO · Since 2004

$181M AUM2 clientsFee: 0%
FiduciaryFee-Only
#179
95

FINANCIAL SECURITY MANAGEMENT, INC

LAKEWOOD, CO · Since 2015

$612M AUM7 clientsFee: 0%
FiduciaryFee-Only
#180
95

BRANZAN INVESTMENT ADVISORS, INC.

LITTLETON, CO · Since 2006

$115M AUM5 clientsFee: 0%
FiduciaryFee-Only
#181
95

JFG FAMILY OFFICE

DENVER, CO · Since 2014

$4.5B AUM35 clientsFee: 0%
FiduciaryFee-Only
#182
95

PROPRIETARY CAPITAL, LLC

DENVER, CO · Since 2003

$652M AUM8 clientsFee: 0%
FiduciaryFee-Only
#183
95

IBEX INVESTORS LLC

DENVER, CO · Since 2016

$1.2B AUM10 clientsFee: 0%
FiduciaryFee-Only
#184
95

THE INSTITUTE

DENVER, CO · Since 2007

$1.4B AUM21 clientsFee: 0%
FiduciaryFee-Only
#185
95

THREE PEAKS CAPITAL MANAGEMENT, LLC

CASTLE ROCK, CO · Since 2003

$223M AUM4 clientsFee: 0%
FiduciaryFee-Only
#186
95

THE WILLIAM ALLAN CORPORATION

FORT COLLINS, CO · Since 2021

$204M AUM2 clientsFee: 0%
FiduciaryFee-Only
#187
95

IWP WEALTH MANAGEMENT LLC

DENVER, CO · Since 2005

$4.3B AUM14 clientsFee: 0%
FiduciaryFee-Only
#188
95

ELEVATION POINT WEALTH PARTNERS, LLC

DENVER, CO · Since 2006

$8.3B AUM38 clientsFee: 0%
FiduciaryFee-Only
#189
95

BEAR CREEK ASSET MANAGEMENT, LLC

DENVER, CO · Since 2005

$5.2B AUM8 clientsFee: 0%
FiduciaryFee-Only
#190
95

CRESCAT PORTFOLIO MANAGEMENT LLC

DENVER, CO · Since 2008

$536M AUM6 clientsFee: 0%
FiduciaryFee-Only
#191
95

DEER PARK ROAD MANAGEMENT COMPANY, LP

STEAMBOAT SPRINGS, CO · Since 2012

$3.5B AUM7 clientsFee: 0%
FiduciaryFee-Only
#192
95

EXCELLERE PARTNERS

DENVER, CO · Since 2007

$2.3B AUM22 clientsFee: 0%
FiduciaryFee-Only
#193
95

WOODBOURNE CAPITAL MANAGEMENT INTERNATIONAL LP

BOULDER, CO · Since 2007

$2.0B AUM7 clientsFee: 0%
FiduciaryFee-Only
#194
95

MCALVANY WEALTH MANAGEMENT, LLC

DURANGO, CO · Since 2010

$224M AUM5 clientsFee: 0%
FiduciaryFee-Only
#195
95

QUISH

BOULDER, CO · Since 2025

$154M AUM1 clientsFee: 0%
FiduciaryFee-Only
#196
95

ATHENAINVEST ADVISORS LLC

GREENWOOD VILLAGE, CO · Since 2008

$80M AUM3 clientsFee: 0%
FiduciaryFee-Only
#197
95

MERCER GLOBAL ADVISORS INC.

DENVER, CO · Since 2008

$84.4B AUM632 clientsFee: 0%
FiduciaryFee-Only
#198
95

MAINLINE WEST FUND MANAGER LLC

DENVER, CO · Since 2008

$1.8B AUM4 clientsFee: 0%
FiduciaryFee-Only
#199
95

COSNER FINANCIAL GROUP, LLC

WINDSOR, CO · Since 2015

$370M AUM5 clientsFee: 0%
FiduciaryFee-Only
#200
95

ARROWMARK COLORADO HOLDINGS, LLC

DENVER, CO · Since 2009

$21.0B AUM41 clientsFee: 0%
FiduciaryFee-Only
#201
95

ESSENTIAL INVESTMENT PARTNERS, LLC

ENGLEWOOD, CO · Since 2009

$223M AUM2 clientsFee: 0%
FiduciaryFee-Only
#202
95

AETHER INVESTMENT PARTNERS, LLC

LITTLETON, CO · Since 2009

$1.1B AUM2 clientsFee: 0%
FiduciaryFee-Only
#203
95

WYNKOOP LLC

GREENWOOD VILLAGE, CO · Since 2018

$1.2B AUM7 clientsFee: 0%
FiduciaryFee-Only
#204
95

ROSECAP INVESTMENT ADVISORS, LLC

GRAND JUNCTION, CO · Since 2020

$528M AUM6 clientsFee: 0%
FiduciaryFee-Only
#205
95

DOWNING STREET WEALTH MANAGEMENT LLC

GREENWOOD VILLAGE, CO · Since 2024

$176M AUM2 clientsFee: 0%
FiduciaryFee-Only
#206
95

KEYSTONE GLOBAL PARTNERS LLC

DENVER, CO · Since 2015

$581M AUM2 clientsFee: 0%
FiduciaryFee-Only
#207
95

LAPIS ADVISERS, LP

DENVER, CO · Since 2010

$789M AUM9 clientsFee: 0%
FiduciaryFee-Only
#208
95

ISRAEL INVESTMENT ADVISORS, LLC

DENVER, CO · Since 2010

$96M AUM4 clientsFee: 0%
FiduciaryFee-Only
#209
95

BULLSEYE ASSET MANAGEMENT LLC

DENVER, CO · Since 2014

$184M AUM2 clientsFee: 0%
FiduciaryFee-Only
#210
95

ASCENTRIS

DENVER, CO · Since 2011

$122M AUM30 clientsFee: 0%
FiduciaryFee-Only
#211
95

KSL CAPITAL PARTNERS

DENVER, CO · Since 2012

$25.6B AUM71 clientsFee: 0%
FiduciaryFee-Only
#212
95

CHERRY CREEK FAMILY OFFICES

DENVER, CO · Since 2011

$2.0B AUM6 clientsFee: 0%
FiduciaryFee-Only
#213
95

MOUNTAIN CAPITAL INVESTMENT ADVISORS INC

WESTMINSTER, CO · Since 2017

$929M AUM15 clientsFee: 0%
FiduciaryFee-Only
#214
95

ASPEN GROVE CAPITAL, LLC

AVON, CO · Since 2013

$6.7B AUM12 clientsFee: 0%
FiduciaryFee-Only
#215
95

WAZEE STREET CAPITAL MANAGEMENT LLC

GREENWOOD VILLAGE, CO · Since 2021

$203M AUM4 clientsFee: 0%
FiduciaryFee-Only
#216
95

PTMA INVESTMENT ADVISORS

DENVER, CO · Since 2011

$104.2B AUM81 clientsFee: 0%
FiduciaryFee-Only
#217
95

HIGHPASS ASSET MANAGEMENT LLC

DENVER, CO · Since 2020

$218M AUM2 clientsFee: 0%
FiduciaryFee-Only
#218
95

MICHAUD CAPITAL MANAGEMENT LLC

DENVER, CO · Since 2012

$2.4B AUM6 clientsFee: 0%
FiduciaryFee-Only
#219
95

PARSONEX ADVISORY SERVICES, INC.

ENGLEWOOD, CO · Since 2012

$271M AUM2 clientsFee: 0%
Broker-Dealer
#220
95

PLATTE RIVER EQUITY

DENVER, CO · Since 2012

$1.5B AUM20 clientsFee: 0%
FiduciaryFee-Only
#221
95

RESOURCE CAPITAL FUNDS

DENVER, CO · Since 2012

$1.8B AUM25 clientsFee: 0%
FiduciaryFee-Only
#222
95

NORTHWOOD INVESTORS LLC

DENVER, CO · Since 2012

$9.0B AUM27 clientsFee: 0%
FiduciaryFee-Only
#223
95

PALLER FINANCIAL SERVICES, INC.

CENTENNIAL, CO · Since 2024

$148M AUM4 clientsFee: 0%
FiduciaryFee-Only
#224
95

DELTA-V CAPITAL, LLC

DENVER, CO · Since 2015

$1.6B AUM11 clientsFee: 0%
FiduciaryFee-Only
#225
95

ROCKWOOD EQUITY PARTNERS LLC

DENVER, CO · Since 2022

$190M AUM11 clientsFee: 0%
FiduciaryFee-Only
#226
95

WALKER & DUNLOP INVESTMENT PARTNERS, INC.

DENVER, CO · Since 2013

$2.7B AUM35 clientsFee: 0%
FiduciaryFee-Only
#227
95

BASON ASSET MANAGEMENT

LAKEWOOD, CO · Since 2016

$849M AUM2 clientsFee: 0%
FiduciaryFee-Only
#228
95

SAGARD REAL ESTATE ADVISORS

DENVER, CO · Since 2013

$1.2B AUM22 clientsFee: 0%
FiduciaryFee-Only
#229
95

ASSET MANAGEMENT GROUP INVESTMENT CORP.

GREENWOOD VILLAGE, CO · Since 2013

$151M AUM2 clientsFee: 0%
FiduciaryFee-Only
#230
95

JIM SAULNIER & ASSOCIATES, LLC

FORT COLLINS, CO · Since 2023

$286M AUM3 clientsFee: 0%
FiduciaryFee-Only
#231
95

ACCELERATED WEALTH ADVISORS LLC

COLORADO SPRINGS, CO · Since 2016

$180M AUM3 clientsFee: 0%
FiduciaryFee-Only
#232
95

SILVERPEAK WEALTH ADVISORS

BOULDER, CO · Since 2020

$177M AUM2 clientsFee: 0%
FiduciaryFee-Only
#233
95

G&S CAPITAL LLC

DENVER, CO · Since 2014

$476M AUM5 clientsFee: 0%
FiduciaryFee-Only
#234
95

DENVER PWM, LLC

DENVER, CO · Since 2014

$524M AUM4 clientsFee: 0%
FiduciaryFee-Only
#235
95

SPRUCEVIEW CAPITAL PARTNERS LLC

DENVER, CO · Since 2014

$2.3B AUM8 clientsFee: 0%
FiduciaryFee-Only
#236
95

WEALTHBUILDERS INVESTMENTS

GREENWOOD VILLAGE, CO · Since 2023

$173M AUM6 clientsFee: 0%
FiduciaryFee-Only
#237
95

REVELSTOKE CAPITAL PARTNERS

DENVER, CO · Since 2015

$6.7B AUM47 clientsFee: 0%
FiduciaryFee-Only
#238
95

SACHEM HILL LLC

DENVER, CO · Since 2017

$1.2B AUM5 clientsFee: 0%
FiduciaryFee-Only
#239
95

MARSHALL INVESTMENT MANAGEMENT, LLC

GREENWOOD VILLAGE, CO · Since 2019

$298M AUM8 clientsFee: 0%
FiduciaryFee-Only
#240
95

VISION RIDGE PARTNERS, LLC

BOULDER, CO · Since 2017

$6.1B AUM35 clientsFee: 0%
FiduciaryFee-Only
#241
95

TUCKER ASSET MANAGEMENT LLC

LITTLETON, CO · Since 2016

$604M AUM69 clientsFee: 0%
FiduciaryFee-Only
#242
95

ALIGN IMPACT, LLC

DENVER, CO · Since 2015

$715M AUM11 clientsFee: 0%
FiduciaryFee-Only
#243
95

STONE CREEK GROUP, LLC

ENGLEWOOD, CO · Since 2022

$251M AUM1 clientsFee: 0%
FiduciaryFee-Only
#244
95

AGEMY WEALTH ADVISORS, LLC

DEVER, CO · Since 2025

$131M AUM3 clientsFee: 0%
FiduciaryFee-Only
#245
95

WEST END WEALTH MANAGEMENT, LLC

DENVER, CO · Since 2022

$170M AUM2 clientsFee: 0%
FiduciaryFee-Only
#246
95

ROUBAIX CAPITAL, LLC

DENVER, CO · Since 2015

$299M AUM3 clientsFee: 0%
FiduciaryFee-Only
#247
95

WESTERN WEALTH MANAGEMENT LLC

GOLDEN, CO · Since 2016

$5.4B AUM95 clientsFee: 0%
FiduciaryFee-Only
#248
95

ALPHA CAPITAL MANAGEMENT GROUP LLC

DENVER, CO · Since 2016

$734M AUM3 clientsFee: 0%
FiduciaryFee-Only
#249
95

FPFOCO

FORT COLLINS, CO · Since 2024

$152M AUM3 clientsFee: 0%
FiduciaryFee-Only
#250
95

TRAIL RIDGE INVESTMENT ADVISORS, LLC

FORT COLLINS, CO · Since 2018

$353M AUM8 clientsFee: 0%
FiduciaryFee-Only
#251
95

INTEGRITY WEALTH SOLUTIONS LLC

DENVER, CO · Since 2020

$369M AUM2 clientsFee: 0%
FiduciaryFee-Only
#252
95

DENVER WEALTH MANAGEMENT, INC.

DENVER, CO · Since 2018

$530M AUM9 clientsFee: 0%
FiduciaryFee-Only
#253
95

BLACK SWIFT GROUP, LLC

BOULDER, CO · Since 2016

$694M AUM2 clientsFee: 0%
FiduciaryFee-Only
#254
95

ALTUS WEALTH GROUP, LLC

COLORADO SPRINGS, CO · Since 2017

$620M AUM7 clientsFee: 0%
FiduciaryFee-Only
#255
95

BRUCE G. ALLEN INVESTMENTS, LLC

DENVER, CO · Since 2017

$258M AUM2 clientsFee: 0%
FiduciaryFee-Only
#256
95

STORDAHL CAPITAL MANAGEMENT, INC.

GREENWOOD VILLAGE, CO · Since 2017

$676M AUM6 clientsFee: 0%
FiduciaryFee-Only
#257
95

OAK STREET INVESTMENTS

GREENWOOD VILLAGE, CO · Since 2023

$125M AUM1 clientsFee: 0%
FiduciaryFee-Only
#258
95

ELEVATE CAPITAL ADVISORS

EAGLE, CO · Since 2020

$183M AUM5 clientsFee: 0%
FiduciaryFee-Only
#259
95

SENECA CAPITAL MANAGEMENT, LLC

DENVER, CO · Since 2021

$120M AUM1 clientsFee: 0%
FiduciaryFee-Only
#260
95

CLEAR CREEK ADVISORS

DENVER, CO · Since 2018

$722M AUM9 clientsFee: 0%
FiduciaryFee-Only
#261
95

BONFIRE FINANCIAL, LLC

COLORADO SPRINGS, CO · Since 2020

$234M AUM4 clientsFee: 0%
FiduciaryFee-Only
#262
95

PARAMOUNT ASSOCIATES WEALTH MANAGEMENT

GREENWOOD VILLAGE, CO · Since 2022

$146M AUM2 clientsFee: 0%
FiduciaryFee-Only
#263
95

PEAK PLANNING GROUP, LLC

CENTENNIAL, CO · Since 2017

$710M AUM7 clientsFee: 0%
FiduciaryFee-Only
#264
95

FORTY NORTH WEALTH

GLENDALE, CO · Since 2017

$351M AUM8 clientsFee: 0%
FiduciaryFee-Only
#265
95

ROSEL WEALTH MANAGEMENT, LLC

HIGHLANDS RANCH, CO · Since 2017

$630M AUM2 clientsFee: 0%
FiduciaryFee-Only
#266
95

TANDEM FINANCIAL, LLC

GREENWOOD VILLAGE, CO · Since 2021

$542M AUM6 clientsFee: 0%
FiduciaryFee-Only
#267
95

MAIA WEALTH

DENVER, CO · Since 2021

$973M AUM36 clientsFee: 0%
FiduciaryFee-Only
#268
95

MOUNTAINGATE MANAGEMENT CO., LLC

DENVER, CO · Since 2019

$1.5B AUM17 clientsFee: 0%
FiduciaryFee-Only
#269
95

SUMMIT HILL WEALTH MANAGEMENT, LLC

GREENWOOD VILLAGE, CO · Since 2025

$146M AUM3 clientsFee: 0%
FiduciaryFee-Only
#270
95

FORUM CAPITAL ADVISORS LLC

DENVER, CO · Since 2021

$815M AUM29 clientsFee: 0%
FiduciaryFee-Only
#271
95

JHP WEALTH MANAGEMENT, LLC

CENTENNIAL, CO · Since 2020

$224M AUM1 clientsFee: 0%
FiduciaryFee-Only
#272
95

EMERALD HILL CAPITAL PARTNERS HOLDINGS LLC

LAKEWOOD, CO · Since 2018

$476M AUM2 clientsFee: 0%
FiduciaryFee-Only
#273
95

RESOLUTE CAPITAL ASSET PARTNERS LLC

DENVER, CO · Since 2022

$381M AUM5 clientsFee: 0%
FiduciaryFee-Only
#274
95

LOTUSGROUP CAPITAL

DENVER, CO · Since 2018

$157M AUM3 clientsFee: 0%
FiduciaryFee-Only
#275
95

JUPITER WEALTH MANAGEMENT, LLC

GLENDALE, CO · Since 2018

$417M AUM2 clientsFee: 0%
FiduciaryFee-Only
#276
95

MATTERN CAPITAL MANAGEMENT, LLC

LAKEWOOD, CO · Since 2019

$1.1B AUM7 clientsFee: 0%
FiduciaryFee-Only
#277
95

STEELE STREET PRIVATE WEALTH MANAGEMENT

DENVER, CO · Since 2021

$188M AUM2 clientsFee: 0%
FiduciaryFee-Only
#278
95

VITAL INVESTMENT MANAGEMENT LLC

LOVELAND, CO · Since 2019

$284M AUM5 clientsFee: 0%
FiduciaryFee-Only
#279
95

JRB CAPITAL MANAGEMENT

STEAMBOAT SPRINGS, CO · Since 2024

$13M AUM1 clientsFee: 0%
FiduciaryFee-Only
#280
95

NZS CAPITAL LLC

DENVER, CO · Since 2020

$4.1B AUM5 clientsFee: 0%
FiduciaryFee-Only
#281
95

CREST ROCK PARTNERS

DENVER, CO · Since 2019

$1.1B AUM10 clientsFee: 0%
FiduciaryFee-Only
#282
95

SYNERGY FINANCIAL PARTNERS, LLC

DENVER, CO · Since 2019

$309M AUM5 clientsFee: 0%
FiduciaryFee-Only
#283
95

ELK RIVER WEALTH MANAGEMENT LLC

DENVER, CO · Since 2020

$971M AUM8 clientsFee: 0%
FiduciaryFee-Only
#284
95

RALLYDAY PARTNERS, LLC

DENVER, CO · Since 2021

$384M AUM14 clientsFee: 0%
FiduciaryFee-Only
#285
95

ASPEN WEALTH STRATEGIES, LLC

ARVADA, CO · Since 2020

$312M AUM6 clientsFee: 0%
FiduciaryFee-Only
#286
95

GSSG SOLAR, LLC

DENVER, CO · Since 2020

$103M AUM5 clientsFee: 0%
FiduciaryFee-Only
#287
95

ALPHA CAPITAL FAMILY OFFICE, LLC

GREENWOOD VILLAGE, CO · Since 2020

$296M AUM7 clientsFee: 0%
FiduciaryFee-Only
#288
95

SOURCEROCK GROUP LLC

DENVER, CO · Since 2021

$3.1B AUM10 clientsFee: 0%
FiduciaryFee-Only
#289
95

WALNUT LEVEL CAPITAL LLC

DENVER, CO · Since 2023

$119M AUM2 clientsFee: 0%
FiduciaryFee-Only
#290
95

GROWSTRONG WEALTH STRATEGIES

FORT COLLINS, CO · Since 2021

$127M AUM3 clientsFee: 0%
FiduciaryFee-Only
#291
95

FOCUSED ALPHA, LLC

GREENWOOD VILLAGE, CO · Since 2021

$664M AUM5 clientsFee: 0%
FiduciaryFee-Only
#292
95

KEYSTONE FINANCIAL SERVICES

LOVELAND, CO · Since 2020

$379M AUM4 clientsFee: 0%
FiduciaryFee-Only
#293
95

THE MILLSTONE EVANS GROUP, LLC

BOULDER, CO · Since 2020

$893M AUM8 clientsFee: 0%
FiduciaryFee-Only
#294
95

GILPIN WEALTH MANAGEMENT LLC

GOLDEN, CO · Since 2023

$227M AUM4 clientsFee: 0%
FiduciaryFee-Only
#295
95

VENTANA PRIVATE WEALTH LLC

DENVER, CO · Since 2023

$159M AUM2 clientsFee: 0%
FiduciaryFee-Only
#296
95

EDGEROCK WEALTH MANAGEMENT

DENVER, CO · Since 2021

$579M AUM13 clientsFee: 0%
FiduciaryFee-Only
#297
95

1888 INVESTMENTS, LLC

DENVER, CO · Since 2021

$5.9B AUM7 clientsFee: 0%
FiduciaryFee-Only
#298
95

TRG INVESTMENT ADVISORS, LLC

DENVER, CO · Since 2021

$167M AUM6 clientsFee: 0%
FiduciaryFee-Only
#299
95

NILSINE PARTNERS, LLC

GREENWOOD VILLAGE, CO · Since 2021

$1.9B AUM12 clientsFee: 0%
FiduciaryFee-Only
#300
95

INTERGY PRIVATE WEALTH, LLC

COLORADO SPRINGS, CO · Since 2021

$603M AUM3 clientsFee: 0%
FiduciaryFee-Only
#301
95

GLOBAL WEALTH STRATEGIES AND ASSOCIATES, LLC

DENVER, CO · Since 2021

$457M AUM9 clientsFee: 0%
FiduciaryFee-Only
#302
95

SAVVLY ADVISOR

BOULDER, CO · Since 2024

$75K AUM1 clientsFee: 0%
FiduciaryFee-Only
#303
95

BUCK WEALTH STRATEGIES, LLC

DENVER, CO · Since 2022

$1.6B AUM39 clientsFee: 0%
FiduciaryFee-Only
#304
95

SATURN FIVE ADVISORS LLC

DENVER, CO · Since 2022

$556M AUM3 clientsFee: 0%
FiduciaryFee-Only
#305
95

NOBLE WEALTH MANAGEMENT P.B.C.

GREENWOOD VILLAGE, CO · Since 2022

$400M AUM4 clientsFee: 0%
FiduciaryFee-Only
#306
95

REDEFINE VENTURES LLC

BOULDER, CO · Since 2025

$1.3B AUM1 clientsFee: 0%
FiduciaryFee-Only
#307
95

SCIRE FUND III GP, LLC

DENVER, CO · Since 2022

$0 AUM1 clientsFee: 0%
FiduciaryFee-Only
#308
95

PANORAMA WEALTH ADVISORS

GREENWOOD VILLAGE, CO · Since 2023

$134M AUM2 clientsFee: 0%
FiduciaryFee-Only
#309
95

EVERGREEN PRIVATE WEALTH

GREENWOOD VILLAGE, CO · Since 2023

$265M AUM4 clientsFee: 0%
FiduciaryFee-Only
#310
95

ORIGIN CREDIT ADVISERS, LLC

DENVER, CO · Since 2023

$538M AUM4 clientsFee: 0%
FiduciaryFee-Only
#311
95

MICA CREEK CAPITAL LLC

STEAMBOAT SPRINGS, CO · Since 2025

$173M AUM3 clientsFee: 0%
FiduciaryFee-Only
#312
95

RIGDEN CAPITAL STRATEGIES

ENGLEWOOD, CO · Since 2025

$130M AUM6 clientsFee: 0%
FiduciaryFee-Only
#313
95

INTENTIONAL WEALTH STRATEGIES

COLORADO SPRINGS, CO · Since 2023

$171M AUM3 clientsFee: 0%
FiduciaryFee-Only
#314
95

CAPITAL INVESTMENT COUNSEL, LLC

DENVER, CO · Since 2023

$1.4B AUM5 clientsFee: 0%
FiduciaryFee-Only
#315
95

JPL WEALTH MANAGEMENT, LLC

GREENWOOD VILLAGE, CO · Since 2023

$588M AUM3 clientsFee: 0%
FiduciaryFee-Only
#316
95

LEH II MANAGEMENT LLC

ENGLEWOOD, CO · Since 2024

$93M AUM7 clientsFee: 0%
FiduciaryFee-Only
#317
95

7TWO

DENVER, CO · Since 2024

$230M AUM5 clientsFee: 0%
FiduciaryFee-Only
#318
95

IMPACT CAPITAL PARTNERS LLC

GREENWOOD VILLAGE, CO · Since 2024

$626M AUM5 clientsFee: 0%
FiduciaryFee-Only
#319
95

CRUSONIA WEALTH ADVISORS LLC

DENVER, CO · Since 2024

$1.2B AUM14 clientsFee: 0%
FiduciaryFee-Only
#320
95

BAM WEALTH MANAGEMENT LLC

LAKEWOOD, CO · Since 2025

$202M AUM9 clientsFee: 0%
FiduciaryFee-Only
#321
95

AVANT MANAGEMENT LLC

DENVER, CO · Since 2024

$449M AUM8 clientsFee: 0%
FiduciaryFee-Only
#322
95

CAUSEY WEALTH LLC

GREENWOOD VILLAGE, CO · Since 2024

$393M AUM7 clientsFee: 0%
FiduciaryFee-Only
#323
95

TORO WEST CAPITAL ADVISORS

LOUISVILLE, CO · Since 2024

$246M AUM2 clientsFee: 0%
FiduciaryFee-Only
#324
95

PLANWISER FINANCIAL

COLORADO SPRINGS, CO · Since 2024

$169M AUM2 clientsFee: 0%
FiduciaryFee-Only
#325
95

OWL CREEK WEALTH PARTNERS

DENVER, CO · Since 2024

$602M AUM2 clientsFee: 0%
FiduciaryFee-Only
#326
95

UNITING WEALTH PARTNERS

DENVER, CO · Since 2024

$935M AUM11 clientsFee: 0%
FiduciaryFee-Only
#327
95

PERSPECTIVE WEALTH ADVISORS

LOVELAND, CO · Since 2024

$158M AUM4 clientsFee: 0%
FiduciaryFee-Only
#328
95

THORNBURG BOW RIVER ADVISERS, LLC.

DENVER, CO · Since 2024

$224M AUM7 clientsFee: 0%
FiduciaryFee-Only
#329
95

LINCOLN ENERGY HOLDINGS LLC

ENGLEWOOD, CO · Since 2024

$315M AUM7 clientsFee: 0%
FiduciaryFee-Only
#330
95

PCM ENCORE, LLC

ASPEN, CO · Since 2024

$1.9B AUM6 clientsFee: 0%
FiduciaryFee-Only
#331
95

GBG WEALTH MANAGEMENT LLC

LONE TREE, CO · Since 2024

$24M AUM3 clientsFee: 0%
FiduciaryFee-Only
#332
95

HORIZON WEALTH

DENVER, CO · Since 2025

$147M AUM4 clientsFee: 0%
FiduciaryFee-Only
#333
95

BROADVIEW WEALTH PARTNERS

BOULDER, CO · Since 2025

$305M AUM7 clientsFee: 0%
FiduciaryFee-Only
#334
95

M4A3 LLC

BOULDER, CO · Since 2025

$322M AUM3 clientsFee: 0%
FiduciaryFee-Only
#335
95

MAXQ ASSET MANAGEMENT LLC

GREENWOOD VILLAGE, CO · Since 2025

$408M AUM1 clientsFee: 0%
FiduciaryFee-Only
#336
95

SUMMITPOINT CAPITAL MANAGEMENT

LITTLETON, CO · Since 2025

$133M AUM2 clientsFee: 0%
FiduciaryFee-Only
#337
95

PULLIAM FAMILY OFFICE, LLC

CRESTED BUTTE, CO · Since 2025

$142M AUM1 clientsFee: 0%
FiduciaryFee-Only
#338
95

CRESALTA INVESTMENT MANAGEMENT, INC.

GREENWOOD VILLAGE, CO · Since 2026

$0 AUM3 clientsFee: 0%
FiduciaryFee-Only
#339
92

A & I WEALTH MANAGEMENT

LONE TREE, CO · Since 2009

$560M AUM9 clientsFee: 0%
FiduciaryFee-Only
#340
92

SANCTUARY ADVISORS

DENVER, CO · Since 2020

$192M AUM2 clientsFee: 0%
FiduciaryFee-Only1 complaint
#341
92

MAGNIFI

BOULDER, CO · Since 2020

$2M AUM2 clientsFee: 0%
FiduciaryFee-Only1 complaint
#342
92

TIFIN GIVE

BOULDER, CO · Since 2021

$31M AUM2 clientsFee: 0%
FiduciaryFee-Only1 complaint
#343
92

GAINLINE FINANCIAL PARTNERS, LLC

LOUISVILLE, CO · Since 2023

$349M AUM3 clientsFee: 0%
FiduciaryFee-Only
#344
92

SUMMIT WEALTH GROUP

COLORADO SPRINGS, CO · Since 2025

$2.3B AUM29 clientsFee: 0%
FiduciaryFee-Only
#345
90

GILL CAPITAL PARTNERS

DENVER, CO · Since 2006

$862M AUM10 clientsFee: 0%
Broker-Dealer
#346
90

EMPOWER ADVISORY GROUP, LLC

GREENWOOD VILLAGE, CO · Since 2000

$195.4B AUM6138 clientsFee: 0%
FiduciaryFee-Only
#347
84

LARIMER CAPITAL CORPORATION

DENVER, CO · Since 1986

$170M AUM2 clientsFee: 0%
Broker-Dealer1 complaint
#348
84

CASCADE INVESTMENT GROUP, INC.

COLORADO SPRINGS, CO · Since 1997

$420M AUM4 clientsFee: 0%
Broker-Dealer1 complaint
#349
79

ARAX ADVISORY PARTNERS

DENVER, CO · Since 2006

$11.3B AUM55 clientsFee: 0%
FiduciaryFee-Only2 complaints
#350
79

KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC.

HIGHLANDS RANCH, CO · Since 2018

$813M AUM2 clientsFee: 0%
FiduciaryFee-Only2 complaints
#351
77

ADVISORS ASSET MANAGEMENT, INC.

MONUMENT, CO · Since 2004

$2.2B AUM42 clientsFee: 0%
Broker-Dealer1 complaint
#352
76

VANGUARD CAPITAL

DENVER, CO · Since 2016

$190M AUM0 clientsFee: 0%
FiduciaryFee-Only3 complaints
#353
72

TRANSAMERICA ASSET MANAGEMENT, INC.

DENVER, CO · Since 1996

$65.9B AUM8 clientsFee: 0%
FiduciaryFee-Only1 complaint
#354
71

GENEOS WEALTH MANAGEMENT, INC.

ENGLEWOOD, CO · Since 2003

$9.2B AUM200 clientsFee: 0%
Broker-Dealer3 complaints

About Financial Advisors in Colorado

How many financial advisors are registered in Colorado?
There are 354 SEC-registered investment advisory firms in Colorado, spread across 38 cities. This includes firms managing $100 million or more in client assets.

What is the average financial advisor fee in Colorado?
The median advisory fee in Colorado is 0.95% of assets under management per year, based on fee schedules disclosed in Form ADV Part 2A filings.

How are advisors ranked on this page?
Advisors are ranked by our Red Flag Score (0-100), which considers disciplinary history, customer complaints, conflicts of interest (broker-dealer affiliations, insurance licensing, custody arrangements), and fee positioning. Higher scores indicate fewer risk factors in public filings.

Where does this data come from?
All data is sourced from the SEC's public Form ADV filings, available at sec.gov/foia. Updated monthly. We do not accept payment from advisors for inclusion or ranking.