Search Results

339 advisors in colorado
FirmFeeAUMMin.Clients

SCIRE FUND III GP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #323864
Typical Fee--
AUM--
Minimum--
Clients--

SEAMOUNT FINANCIAL GROUP INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Colorado Springs, ColoradoCRD #107834
Typical Fee--
AUM$665M
Minimum--
Clients1,604

SEASON INVESTMENTS, LLC

Fee-OnlyAlso Compensated via Product Sales
Colorado Springs, ColoradoCRD #158070
Typical Fee--
AUM$143M
Minimum--
Clients270

SEMPER AUGUSTUS INVESTMENTS GROUP LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Highlands Ranch, ColoradoCRD #108153
Typical Fee--
AUM$693M
Minimum--
Clients494

SENECA CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #288206
Typical Fee--
AUM$109M
Minimum--
Clients2

SENIOR TAX ADVISORY GROUP, INC.

Clean Record
Colorado Springs, ColoradoCRD #318058
Typical Fee--
AUM$88M
Minimum--
Clients1,142

SHARKEY HOWES & JAVER INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #106050
Typical Fee--
AUM$1.1B
Minimum--
Clients2,397

SHEARWATER CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #115399
Typical Fee--
AUM$348M
Minimum--
Clients694

SHELTON CAPITAL MANAGEMENT

Fee-Only, No ConflictsClean Record
Denver, ColoradoCRD #104720
Typical Fee--
AUM$5.5B
Minimum--
Clients1,217

SILVERPEAK WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boulder, ColoradoCRD #170732
Typical Fee--
AUM$177M
Minimum--
Clients426

SMITH CAPITAL INVESTORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #294402
Typical Fee--
AUM$13.1B
Minimum--
Clients6

SNOWBALL WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boulder, ColoradoCRD #137419
Typical Fee--
AUM$139M
Minimum--
Clients164

SOURCEROCK GROUP LLC

Fee-OnlyAlso Compensated via Product Sales
Denver, ColoradoCRD #307575
Typical Fee--
AUM$2.6B
Minimum--
Clients9

SPRINKLE FINANCIAL CONSULTANTS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Littleton, ColoradoCRD #112227
Typical Fee--
AUM$870M
Minimum--
Clients1,086

SPRUCEVIEW CAPITAL PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #171963
Typical Fee--
AUM$2.3B
Minimum--
Clients28

STEELE STREET PRIVATE WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #299856
Typical Fee--
AUM$152M
Minimum--
Clients303

STONE CREEK GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Englewood, ColoradoCRD #182512
Typical Fee--
AUM$181M
Minimum--
Clients258

STORDAHL CAPITAL MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenwood Village, ColoradoCRD #287916
Typical Fee--
AUM$612M
Minimum--
Clients985

SUMMIT HILL WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenwood Village, ColoradoCRD #296740
Typical Fee--
AUM$146M
Minimum--
Clients204

SUMMIT WEALTH GROUP

Clean RecordAlso Compensated via Brokerage
Colorado Springs, ColoradoCRD #335242
Typical Fee--
AUM$1.4B
Minimum--
Clients4,911

SUMMITPOINT CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Littleton, ColoradoCRD #336856
Typical Fee--
AUM$120M
Minimum--
Clients298

SWAN CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Durango, ColoradoCRD #164280
Typical Fee--
AUM$1.7B
Minimum--
Clients17

SWAN GLOBAL INVESTMENTS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Durango, ColoradoCRD #114669
Typical Fee--
AUM$2.4B
Minimum--
Clients1,969

SWAN WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Durango, ColoradoCRD #292755
Typical Fee--
AUM$90M
Minimum--
Clients44

SWEATER INDUSTRIES LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boulder, ColoradoCRD #317749
Typical Fee--
AUM$15M
Minimum--
Clients2

SYNERGY CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fort Collins, ColoradoCRD #334117
Typical Fee--
AUM$99M
Minimum--
Clients213

SYNERGY FINANCIAL PARTNERS, LLC

Fee-Only, No ConflictsClean Record
Denver, ColoradoCRD #305287
Typical Fee--
AUM$280M
Minimum--
Clients1,915

TANDEM FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenwood Village, ColoradoCRD #292565
Typical Fee--
AUM$291M
Minimum--
Clients997

THE INSTITUTE

Fee-OnlyAlso Compensated via Product Sales
Denver, ColoradoCRD #127207
Typical Fee--
AUM$1.2B
Minimum--
Clients1,848

THE MILLSTONE EVANS GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boulder, ColoradoCRD #311142
Typical Fee1.25%
AUM$778M
Minimum--
Clients2,314
Browse Fiduciary Financial Advisors | FiduciaryListings