Search Results

339 advisors in colorado
FirmFeeAUMMin.Clients

LOTUSGROUP CAPITAL

Fee-Only, No ConflictsClean Record
Denver, ColoradoCRD #298973
Typical Fee--
AUM$146M
Minimum--
Clients4

LOYD FINANCIAL MANAGEMENT INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Centennial, ColoradoCRD #112236
Typical Fee--
AUM$134M
Minimum--
Clients493

M.Z. KARK & ASSOCIATES, INC

Fee-Only, No ConflictsClean Record
Denver, ColoradoCRD #106627
Typical Fee--
AUM$305M
Minimum--
Clients2,453

M4A3 LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boulder, ColoradoCRD #336172
Typical Fee--
AUM$317M
Minimum--
Clients148

MAGNIFI

Fee-OnlyAlso Compensated via Product Sales
Boulder, ColoradoCRD #309397
Typical Fee--
AUM$2M
Minimum--
Clients10,121

MAIA WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #292817
Typical Fee--
AUM$973M
Minimum--
Clients5,265

MAINLINE WEST FUND MANAGER LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #147532
Typical Fee--
AUM$1.7B
Minimum--
Clients120

MANNA TREE PARTNERS, LLC

Fee-Only, No ConflictsClean Record
Denver, ColoradoCRD #299654
Typical Fee--
AUM$737M
Minimum--
Clients10

MARSHALL INVESTMENT MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenwood Village, ColoradoCRD #174817
Typical Fee--
AUM$298M
Minimum--
Clients1,073

MARSICO CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #109250
Typical Fee--
AUM$4.0B
Minimum--
Clients33

MATTERN CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lakewood, ColoradoCRD #299342
Typical Fee--
AUM$999M
Minimum--
Clients1,190

MCALVANY WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Durango, ColoradoCRD #146021
Typical Fee--
AUM$137M
Minimum--
Clients560

MEKETA CAPITAL, LLC

Fee-Only, No ConflictsClean Record
Denver, ColoradoCRD #328303
Typical Fee--
AUM$36M
Minimum--
Clients1

MERCER ADVISORS PRIVATE ASSET MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #327830
Typical Fee--
AUM$59M
Minimum--
Clients4

MERCER GLOBAL ADVISORS INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #147363
Typical Fee0.10%
AUM$60.3B
Minimum--
Clients99,044

MICA CREEK CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Steamboat Springs, ColoradoCRD #325642
Typical Fee--
AUM$170M
Minimum--
Clients2

MICHAUD CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #159828
Typical Fee--
AUM$2.4B
Minimum--
Clients84

MIDBRIDGE ADVISORS LP

Fee-Only, No ConflictsClean Record
Denver, ColoradoCRD #330056
Typical Fee--
AUM--
Minimum--
Clients--

MILLENNIUM BRIDGE CAPITAL

Fee-Only, No ConflictsClean Record
Denver, ColoradoCRD #160345
Typical Fee--
AUM$739M
Minimum--
Clients6

MONTICELLO ASSOCIATES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #107392
Typical Fee--
AUM--
Minimum--
Clients--

MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC

Fee-Only, No Conflicts
Greenwood Village, ColoradoCRD #149122
Typical Fee--
AUM$8.9B
Minimum--
Clients71

MOUNTAIN CAPITAL INVESTMENT ADVISORS INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westminster, ColoradoCRD #156660
Typical Fee--
AUM$745M
Minimum--
Clients3,239

MOUNTAINGATE MANAGEMENT CO., LLC

Fee-Only, No ConflictsClean Record
Denver, ColoradoCRD #294899
Typical Fee--
AUM$1.5B
Minimum--
Clients13

NAVIGATION WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fort Collins, ColoradoCRD #282640
Typical Fee--
AUM$103M
Minimum--
Clients1,302

NILSINE PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenwood Village, ColoradoCRD #315694
Typical Fee--
AUM$1.7B
Minimum--
Clients1,510

NOBLE WEALTH MANAGEMENT P.B.C.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenwood Village, ColoradoCRD #322607
Typical Fee--
AUM$400M
Minimum--
Clients672

NORTHWOOD INVESTORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #161406
Typical Fee--
AUM$10.6B
Minimum--
Clients35

NZS CAPITAL LLC

Fee-OnlyAlso Compensated via Product Sales
Denver, ColoradoCRD #305093
Typical Fee--
AUM$2.9B
Minimum--
Clients10

OAK STREET INVESTMENTS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenwood Village, ColoradoCRD #288019
Typical Fee--
AUM$113M
Minimum--
Clients152

OAKWOOD REAL ESTATE PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #169387
Typical Fee--
AUM$497M
Minimum--
Clients19
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