Search Results

339 advisors in colorado
FirmFeeAUMMin.Clients

OBERMEYER WEALTH PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Aspen, ColoradoCRD #110069
Typical Fee--
AUM$2.6B
Minimum--
Clients2,552

ONE BOW RIVER ADVISERS, LLC.

Fee-Only, No ConflictsClean Record
Colorado Springs, ColoradoCRD #333311
Typical Fee--
AUM$519M
Minimum--
Clients1

ONE FUNDS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Colorado Springs, ColoradoCRD #331689
Typical Fee--
AUM$507M
Minimum--
Clients3

OPHIR ASSET MANAGEMENT US LLC

Fee-Only, No ConflictsClean Record
Denver, ColoradoCRD #312619
Typical Fee--
AUM$965M
Minimum--
Clients2

ORIGIN CREDIT ADVISERS, LLC

Fee-Only, No ConflictsClean Record
Denver, ColoradoCRD #324839
Typical Fee--
AUM$606M
Minimum--
Clients4

OUTBOUND FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boulder, ColoradoCRD #287697
Typical Fee--
AUM$118M
Minimum--
Clients321

OWL CREEK WEALTH PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #331850
Typical Fee0.95%
AUM$363M
Minimum$1M
Clients392

PALLER FINANCIAL SERVICES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Centennial, ColoradoCRD #161531
Typical Fee--
AUM$148M
Minimum--
Clients453

PANORAMA WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenwood Village, ColoradoCRD #324199
Typical Fee--
AUM$115M
Minimum--
Clients533

PANORAMIC INVESTMENT ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Glendale, ColoradoCRD #290770
Typical Fee--
AUM$293M
Minimum--
Clients1,066

PARAGON CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #105147
Typical Fee--
AUM$1.2B
Minimum--
Clients845

PARALEL ADVISORS LLC

Fee-Only, No ConflictsClean Record
Denver, ColoradoCRD #315804
Typical Fee--
AUM$2.7B
Minimum--
Clients3

PARAMOUNT ASSOCIATES WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenwood Village, ColoradoCRD #288537
Typical Fee--
AUM$125M
Minimum--
Clients501

PARSONEX ADVISORY SERVICES, INC.

Fee-Only, No Conflicts
Englewood, ColoradoCRD #160275
Typical Fee1.00%
AUM$175M
Minimum$100
Clients609

PCM ENCORE, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Aspen, ColoradoCRD #333127
Typical Fee--
AUM$1.2B
Minimum--
Clients53

PEACE OF MIND FINANCIAL PLANNING, INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Colorado Springs, ColoradoCRD #289067
Typical Fee--
AUM$118M
Minimum--
Clients429

PEAK ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Louisville, ColoradoCRD #106944
Typical Fee--
AUM$910M
Minimum--
Clients1,058

PEAK CAPITAL MANAGEMENT, LLC

Fee-OnlyAlso Compensated via Product Sales
Greenwood Village, ColoradoCRD #141488
Typical Fee--
AUM$148M
Minimum--
Clients310

PEAK FINANCIAL ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #115207
Typical Fee--
AUM$252M
Minimum--
Clients402

PEAK FINANCIAL MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Broomfield, ColoradoCRD #281223
Typical Fee--
AUM$109M
Minimum--
Clients156

PEAK INVESTMENT ADVISORS, INC.

Fee-OnlyAlso Compensated via Product Sales
Colorado Springs, ColoradoCRD #113967
Typical Fee--
AUM$140M
Minimum--
Clients196

PEAK PLANNING GROUP, LLC

Clean RecordAlso Compensated via Product Sales
Centennial, ColoradoCRD #289891
Typical Fee--
AUM$651M
Minimum--
Clients2,086

PERSPECTIVE WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Loveland, ColoradoCRD #332574
Typical Fee--
AUM$113M
Minimum--
Clients657

PETERSON FINANCIAL SERVICES LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #106127
Typical Fee--
AUM$124M
Minimum--
Clients162

PETRA FINANCIAL ADVISORS INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Colorado Springs, ColoradoCRD #107196
Typical Fee--
AUM$388M
Minimum--
Clients1,183

PLANWISER FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Colorado Springs, ColoradoCRD #331675
Typical Fee--
AUM$134M
Minimum--
Clients907

PLATTE RIVER EQUITY

Fee-Only, No ConflictsClean Record
Denver, ColoradoCRD #160667
Typical Fee--
AUM$1.4B
Minimum--
Clients15

PRIMARK ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #309653
Typical Fee--
AUM$258M
Minimum--
Clients1

PRINCETON FUND ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #157821
Typical Fee--
AUM$806M
Minimum--
Clients6

PROPRIETARY CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #125139
Typical Fee--
AUM$1.2B
Minimum--
Clients36
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