Fiduciary advisors in Colorado

339registered advisers
324fee-only verified

Denver and Boulder anchor Colorado's advisory market, which includes 339 SEC-registered fiduciary firms. Of these, 324 are fee-only. The state's tech sector growth -- particularly along the Front Range -- has created a wave of younger high-net-worth clients seeking equity compensation guidance. Colorado's flat 4.4% income tax keeps the state competitive for retirees relocating from higher-tax jurisdictions.

Cities

Arvada1Aspen2Avon1Basalt1Boulder24Breckenridge1Broomfield2Castle Rock3Centennial12Colorado Springs24Denver150Durango6Eagle1Englewood14Evergreen2Fort Collins10Glendale2Golden2Grand Junction1Greenwood Village34Highlands Ranch5Johnstown1Lakewood8Littleton6Lone Tree7Louisville5Loveland3Montrose2Monument1Niwot1Steamboat Springs3Westminster3Windsor1

Top advisors

1888 INVESTMENTS, LLC

Fee-Only, No ConflictsClean Record
Denver, ColoradoCRD #312491
Typical Fee--
AUM$5.8B
Minimum--
Clients32

325 FILLMORE LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #287625
Typical Fee--
AUM$714M
Minimum--
Clients4

7TWO

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #328900
Typical Fee--
AUM$142M
Minimum--
Clients170

A & I WEALTH MANAGEMENT

Clean RecordAlso Compensated via Brokerage
Lone Tree, ColoradoCRD #148357
Typical Fee--
AUM$464M
Minimum--
Clients2,261

ACCELERATED WEALTH ADVISORS LLC

Fee-OnlyAlso Compensated via Product Sales
Colorado Springs, ColoradoCRD #170022
Typical Fee--
AUM$186M
Minimum--
Clients740

ACORN CREEK CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fort Collins, ColoradoCRD #325809
Typical Fee--
AUM$489M
Minimum--
Clients2,073

ADVISORS ASSET MANAGEMENT, INC.

Also Compensated via Brokerage
Monument, ColoradoCRD #46727
Typical Fee--
AUM$2.0B
Minimum--
Clients1,591

AGEMY WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #218512
Typical Fee--
AUM$114M
Minimum--
Clients807

ALIGN IMPACT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #176516
Typical Fee--
AUM$782M
Minimum--
Clients139

ALPHA CAPITAL FAMILY OFFICE, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenwood Village, ColoradoCRD #307521
Typical Fee1.50%
AUM$217M
Minimum--
Clients448

ALPHA CAPITAL MANAGEMENT GROUP LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #283624
Typical Fee--
AUM$613M
Minimum--
Clients457

ALPINE WEALTH ADVISORS, LLC

Fee-OnlyAlso Compensated via Product Sales
Denver, ColoradoCRD #105433
Typical Fee--
AUM$105M
Minimum--
Clients420

ALPS ADVISORS, INC.

Fee-Only, No ConflictsClean Record
Denver, ColoradoCRD #134340
Typical Fee--
AUM$30.8B
Minimum--
Clients17

ALTIUS FINANCIAL, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #113268
Typical Fee--
AUM$168M
Minimum--
Clients543

ALTUS WEALTH GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Colorado Springs, ColoradoCRD #287848
Typical Fee--
AUM$573M
Minimum--
Clients2,323

APO FINANCIAL SERVICES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westminster, ColoradoCRD #297647
Typical Fee--
AUM$111M
Minimum--
Clients929

ARAX ADVISORY PARTNERS

Fee-OnlyAlso Compensated via Product Sales
Denver, ColoradoCRD #133535
Typical Fee--
AUM$11.3B
Minimum--
Clients19,054

ARROWMARK ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #307161
Typical Fee--
AUM$195M
Minimum--
Clients1

ARROWMARK COLORADO HOLDINGS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #149120
Typical Fee--
AUM$20.9B
Minimum--
Clients183

ASCENTRIS

Fee-Only, No ConflictsClean Record
Denver, ColoradoCRD #154814
Typical Fee--
AUM$130M
Minimum--
Clients2

ASPEN GROVE CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Avon, ColoradoCRD #158166
Typical Fee--
AUM$5.8B
Minimum--
Clients2,970

ASPEN WEALTH STRATEGIES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Arvada, ColoradoCRD #307424
Typical Fee--
AUM$312M
Minimum--
Clients1,173

ASSET MANAGEMENT GROUP INVESTMENT CORP.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenwood Village, ColoradoCRD #168369
Typical Fee--
AUM$151M
Minimum--
Clients18

ATHENAINVEST ADVISORS LLC

Fee-Only, No ConflictsClean Record
Greenwood Village, ColoradoCRD #146224
Typical Fee--
AUM$80M
Minimum--
Clients1,253

AVANT MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Denver, ColoradoCRD #330991
Typical Fee--
AUM$852M
Minimum--
Clients5

BAM WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lakewood, ColoradoCRD #330237
Typical Fee--
AUM$202M
Minimum--
Clients839

BASON ASSET MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lakewood, ColoradoCRD #165450
Typical Fee--
AUM$849M
Minimum--
Clients840

BAUER WEALTH MANAGEMENT INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Colorado Springs, ColoradoCRD #152977
Typical Fee--
AUM$206M
Minimum--
Clients609

BAYSWATER MANAGEMENT COMPANY LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #285290
Typical Fee--
AUM$1.9B
Minimum--
Clients7

BEAR CREEK ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #137677
Typical Fee--
AUM$7.5B
Minimum--
Clients176

BEAR CREEK FUND ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #329844
Typical Fee--
AUM$195M
Minimum--
Clients2

BESPOKE ADVISORY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Evergreen, ColoradoCRD #323909
Typical Fee--
AUM$105M
Minimum--
Clients14

BEST LIFE INFINITY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Colorado Springs, ColoradoCRD #319232
Typical Fee--
AUM$39M
Minimum--
Clients138

BLACK SWIFT GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boulder, ColoradoCRD #286084
Typical Fee--
AUM$558M
Minimum--
Clients371

BLUE SKY ASSET MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Englewood, ColoradoCRD #167686
Typical Fee--
AUM$102M
Minimum--
Clients3

BOK FINANCIAL PRIVATE WEALTH, INC.

Fee-OnlyAlso Compensated via Product Sales
Denver, ColoradoCRD #106733
Typical Fee--
AUM$3.2B
Minimum--
Clients2,179

BONFIRE FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Colorado Springs, ColoradoCRD #288522
Typical Fee--
AUM$234M
Minimum--
Clients815

BOULDER ASSET MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Englewood, ColoradoCRD #107636
Typical Fee--
AUM$426M
Minimum--
Clients178

BOULDER WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boulder, ColoradoCRD #115069
Typical Fee--
AUM$291M
Minimum--
Clients523

BOW RIVER ADVISERS, LLC

Fee-Only, No Conflicts
Denver, ColoradoCRD #325285
Typical Fee--
AUM$706M
Minimum--
Clients1

BOW RIVER CAPITAL

Fee-Only, No ConflictsClean Record
Denver, ColoradoCRD #156765
Typical Fee--
AUM$2.7B
Minimum--
Clients37

BRANZAN INVESTMENT ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Littleton, ColoradoCRD #120783
Typical Fee--
AUM$104M
Minimum--
Clients6

BROADVIEW WEALTH PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boulder, ColoradoCRD #335028
Typical Fee--
AUM$309M
Minimum--
Clients1,489

BRUCE G. ALLEN INVESTMENTS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #287859
Typical Fee--
AUM$219M
Minimum--
Clients481

BRUNI J V & CO

Fee-OnlyClean RecordAlso Compensated via Product Sales
Colorado Springs, ColoradoCRD #106644
Typical Fee--
AUM$947M
Minimum--
Clients653

BSW WEALTH PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boulder, ColoradoCRD #107485
Typical Fee--
AUM$2.0B
Minimum--
Clients3,785

BUCK WEALTH STRATEGIES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #322138
Typical Fee--
AUM$565M
Minimum--
Clients3,982

BULLSEYE ASSET MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #153990
Typical Fee--
AUM$207M
Minimum--
Clients6

BUTLER FINANCIAL SERVICES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #118244
Typical Fee--
AUM$136M
Minimum--
Clients347

BXM WEALTH LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Englewood, ColoradoCRD #332544
Typical Fee--
AUM$231M
Minimum--
Clients223
View all 339 advisors in Colorado
Fiduciary Financial Advisors in Colorado | FiduciaryListings