Fiduciary advisors in Denver, CO

150 registered advisers

Outdoor-industry headquarters, aerospace contractors, and a fast-growing tech sector fuel Denver's wealth management market. 150 fiduciary advisory firms carry SEC registration here, with 146 operating as fee-only practices. Colorado's flat state income tax and the metro's influx of relocating professionals from higher-cost states have expanded the client base for independent fiduciary firms in recent years.

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

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 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

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

AVANT MANAGEMENT LLC

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

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

BOK FINANCIAL PRIVATE WEALTH, INC.

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

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

BRUCE G. ALLEN INVESTMENTS, LLC

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

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

CAMBIAR INVESTORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #115093
Typical Fee--
AUM$3.3B
Minimum--
Clients6,627

CAPITAL ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #284505
Typical Fee--
AUM$190M
Minimum--
Clients369

CAPITAL INVESTMENT COUNSEL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #328472
Typical Fee--
AUM$1.2B
Minimum--
Clients1,156

CHERRY CREEK FAMILY OFFICES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #156310
Typical Fee--
AUM$2.0B
Minimum--
Clients1,284

CLASS VI FAMILY OFFICE, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #285035
Typical Fee--
AUM$1.5B
Minimum--
Clients824

CLASS VI VENTURES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #328904
Typical Fee--
AUM$9M
Minimum--
Clients1

CLEAR CREEK ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #288335
Typical Fee--
AUM$722M
Minimum--
Clients2,400

COLLEGIATE PEAKS ASSET MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Denver, ColoradoCRD #322086
Typical Fee--
AUM$360M
Minimum--
Clients6

COLLIER FINANCIAL, INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #175207
Typical Fee--
AUM$141M
Minimum--
Clients432

COLORADO WEALTH GROUP LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #310024
Typical Fee--
AUM$235M
Minimum--
Clients1,161

COLUMBIA BENEFITS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #132261
Typical Fee--
AUM$108M
Minimum--
Clients179

COORDINATED FINANCIAL SERVICES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #147881
Typical Fee--
AUM$352M
Minimum--
Clients730

CRESCAT PORTFOLIO MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #139620
Typical Fee--
AUM$224M
Minimum--
Clients147

CREST ROCK PARTNERS

Fee-Only, No ConflictsClean Record
Denver, ColoradoCRD #305101
Typical Fee--
AUM$1.1B
Minimum--
Clients4

CRUSONIA WEALTH ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #330057
Typical Fee--
AUM$161M
Minimum--
Clients230

DELTA-V CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #161800
Typical Fee--
AUM$1.3B
Minimum--
Clients27

DENVER PWM, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #171139
Typical Fee--
AUM$554M
Minimum--
Clients1,078

DENVER WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #284868
Typical Fee--
AUM$436M
Minimum--
Clients2,213

DESTINY CAPITAL CORPORATION

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #111196
Typical Fee--
AUM$382M
Minimum--
Clients825

DREAM U.S. MANAGER LLC

Fee-Only, No ConflictsClean Record
Denver, ColoradoCRD #314547
Typical Fee--
AUM$1.1B
Minimum--
Clients1

EDGEROCK WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #312325
Typical Fee--
AUM$579M
Minimum--
Clients1,559

ELEVATION POINT WEALTH PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #137068
Typical Fee--
AUM$2.4B
Minimum--
Clients8,324

ELK RIVER WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #307263
Typical Fee--
AUM$971M
Minimum--
Clients806

EXCELLERE PARTNERS

Fee-Only, No ConflictsClean Record
Denver, ColoradoCRD #142904
Typical Fee--
AUM$2.2B
Minimum--
Clients5

FOCUSED ALPHA, LLC

Clean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #310591
Typical Fee--
AUM$562M
Minimum--
Clients1,481

FORUM CAPITAL ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #297582
Typical Fee--
AUM$990M
Minimum--
Clients7

FREEDOM FUNDS MANAGEMENT CO

Fee-Only, No ConflictsClean Record
Denver, ColoradoCRD #110785
Typical Fee--
AUM$1.9B
Minimum--
Clients1

FRONTRANGE CAPITAL ADVISERS, LLC

Fee-Only, No ConflictsClean Record
Denver, ColoradoCRD #162388
Typical Fee--
AUM$1.3B
Minimum--
Clients24

G&S CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #171033
Typical Fee--
AUM$389M
Minimum--
Clients1,164

GHP INVESTMENT ADVISORS INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #107563
Typical Fee--
AUM$2.7B
Minimum--
Clients4,299

GILL CAPITAL PARTNERS

Clean RecordAlso Compensated via Brokerage
Denver, ColoradoCRD #14559
Typical Fee--
AUM$790M
Minimum--
Clients1,594

GILPIN WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #311336
Typical Fee--
AUM$197M
Minimum--
Clients522

GLOBAL WEALTH STRATEGIES AND ASSOCIATES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #316072
Typical Fee--
AUM$457M
Minimum--
Clients2,946

GSSG SOLAR, LLC

Fee-Only, No Conflicts
Denver, ColoradoCRD #307493
Typical Fee--
AUM$200M
Minimum--
Clients4

HARRISON STREET PRIVATE WEALTH LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #143857
Typical Fee--
AUM$4.6B
Minimum--
Clients6

HELM INVESTMENT MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #141773
Typical Fee0.80%
AUM$322M
Minimum--
Clients575

HIGGINS & SCHMIDT WEALTH STRATEGIES LLC

Clean RecordAlso Compensated via Brokerage
Denver, ColoradoCRD #286063
Typical Fee--
AUM$215M
Minimum--
Clients782

HIGHPASS ASSET MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #159535
Typical Fee--
AUM$157M
Minimum--
Clients220

HOFFMANN HERMANSON

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #130484
Typical Fee--
AUM$148M
Minimum--
Clients356

HORIZON WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #333752
Typical Fee--
AUM$147M
Minimum--
Clients485

IBEX INVESTORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #126496
Typical Fee--
AUM$927M
Minimum--
Clients31

IMA ADVISORY SERVICES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #112091
Typical Fee--
AUM$3.2B
Minimum--
Clients1,514

IMPACTFOLIO LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #291716
Typical Fee--
AUM$289M
Minimum--
Clients574

INFINIUM INVESTMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #149123
Typical Fee--
AUM$102M
Minimum--
Clients424

INNOVEST PORTFOLIO SOLUTIONS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #106110
Typical Fee--
AUM--
Minimum--
Clients--

INTEGRITY PROSPERITY SECURITY (IPS) STRATEGIC CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #115961
Typical Fee--
AUM$102M
Minimum--
Clients198

INTEGRITY WEALTH SOLUTIONS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #284862
Typical Fee--
AUM$369M
Minimum--
Clients730

INVESTMENT RESEARCH CORP

Fee-OnlyAlso Compensated via Product Sales
Denver, ColoradoCRD #108208
Typical Fee--
AUM$63M
Minimum--
Clients177

ISRAEL INVESTMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #153952
Typical Fee--
AUM$46M
Minimum--
Clients3

IWP WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #136314
Typical Fee--
AUM$3.9B
Minimum--
Clients71

J.F. WILLIAMS CO., INC.

Fee-Only, No ConflictsClean Record
Denver, ColoradoCRD #113569
Typical Fee--
AUM$252M
Minimum--
Clients489

JANUS HENDERSON INVESTORS

Fee-OnlyAlso Compensated via Product Sales
Denver, ColoradoCRD #104652
Typical Fee--
AUM$274.7B
Minimum--
Clients6,806

JFG FAMILY OFFICE

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #125101
Typical Fee--
AUM$2.7B
Minimum--
Clients861

KELLY INTELLIGENCE

Fee-Only, No ConflictsClean Record
Denver, ColoradoCRD #315259
Typical Fee--
AUM$35M
Minimum--
Clients4

KEYSTONE GLOBAL PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #153147
Typical Fee1.00%
AUM$513M
Minimum--
Clients236

KSL CAPITAL PARTNERS

Fee-Only, No ConflictsClean Record
Denver, ColoradoCRD #155677
Typical Fee--
AUM$25.3B
Minimum--
Clients57

LAB QUANTITATIVE STRATEGIES, LLC

Fee-Only, No ConflictsClean Record
Denver, ColoradoCRD #312409
Typical Fee--
AUM$1.6B
Minimum--
Clients2

LAPIS ADVISERS, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #153710
Typical Fee--
AUM$827M
Minimum--
Clients8

LARIMER CAPITAL CORPORATION

Also Compensated via Brokerage
Denver, ColoradoCRD #18189
Typical Fee--
AUM$156M
Minimum--
Clients428

LION EQUITY INVESTMENT ADVISORS, LLC

Fee-OnlyAlso Compensated via Product Sales
Denver, ColoradoCRD #283404
Typical Fee--
AUM$200M
Minimum--
Clients3

LOTUSGROUP ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #143379
Typical Fee--
AUM$234M
Minimum--
Clients622

LOTUSGROUP CAPITAL

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

M.Z. KARK & ASSOCIATES, INC

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

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

MARSICO CAPITAL MANAGEMENT, LLC

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

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

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--

MOUNTAINGATE MANAGEMENT CO., LLC

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

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

OAKWOOD REAL ESTATE PARTNERS, LLC

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

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

OWL CREEK WEALTH PARTNERS

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

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

PEAK FINANCIAL ADVISORS

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

PETERSON FINANCIAL SERVICES LLC

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

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

PROTOCOL WEALTH, LLC

Fee-Only, No ConflictsClean Record
Denver, ColoradoCRD #335298
Typical Fee--
AUM$127M
Minimum--
Clients44

PTMA INVESTMENT ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #159189
Typical Fee--
AUM$94.2B
Minimum--
Clients241

RALLYDAY PARTNERS, LLC

Fee-Only, No ConflictsClean Record
Denver, ColoradoCRD #307309
Typical Fee--
AUM$337M
Minimum--
Clients5

RESOLUTE CAPITAL ASSET PARTNERS LLC

Fee-Only, No ConflictsClean Record
Denver, ColoradoCRD #298866
Typical Fee--
AUM$296M
Minimum--
Clients1

RESOURCE CAPITAL FUNDS

Fee-Only, No ConflictsClean Record
Denver, ColoradoCRD #161007
Typical Fee--
AUM$1.8B
Minimum--
Clients13

RESOURCE LAND HOLDINGS, LLC

Fee-Only, No ConflictsClean Record
Denver, ColoradoCRD #277109
Typical Fee--
AUM$287M
Minimum--
Clients1

REVELSTOKE CAPITAL PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #173859
Typical Fee--
AUM$4.7B
Minimum--
Clients22

RIGDEN CAPITAL STRATEGIES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #326930
Typical Fee--
AUM$104M
Minimum--
Clients578

ROCKWOOD EQUITY PARTNERS LLC

Fee-Only, No ConflictsClean Record
Denver, ColoradoCRD #163846
Typical Fee--
AUM$162M
Minimum--
Clients6

ROUBAIX CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #269879
Typical Fee--
AUM$266M
Minimum--
Clients4

SACHEM HILL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #174210
Typical Fee--
AUM$1.2B
Minimum--
Clients184

SAGARD REAL ESTATE ADVISORS

Fee-Only, No ConflictsClean Record
Denver, ColoradoCRD #167125
Typical Fee--
AUM$1.1B
Minimum--
Clients29

SANCTUARY ADVISORS

Fee-OnlyAlso Compensated via Product Sales
Denver, ColoradoCRD #285428
Typical Fee--
AUM$242M
Minimum--
Clients131

SATURN FIVE ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #322348
Typical Fee--
AUM$402M
Minimum--
Clients15

SCIRE FUND III GP, LLC

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

SENECA CAPITAL MANAGEMENT, LLC

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

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

SMITH CAPITAL INVESTORS, LLC

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

SOURCEROCK GROUP LLC

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

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

SYNERGY FINANCIAL PARTNERS, LLC

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

THE INSTITUTE

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

THORNBURG BOW RIVER ADVISERS, LLC.

Fee-OnlyAlso Compensated via Product Sales
Denver, ColoradoCRD #332879
Typical Fee1.00%
AUM$232M
Minimum--
Clients4

TILLMAN HARTLEY LLC

Fee-Only, No ConflictsClean Record
Denver, ColoradoCRD #109479
Typical Fee--
AUM$609M
Minimum--
Clients273

TOWLE & CO

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #110862
Typical Fee1.00%
AUM$609M
Minimum--
Clients74

TRANSAMERICA ASSET MANAGEMENT, INC.

Fee-OnlyAlso Compensated via Product Sales
Denver, ColoradoCRD #107376
Typical Fee--
AUM$65.2B
Minimum--
Clients134

TRIUMPH CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #282814
Typical Fee--
AUM$530M
Minimum--
Clients3,605

UNITING WEALTH PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #332317
Typical Fee--
AUM$545M
Minimum--
Clients1,334

VANGUARD CAPITAL

Fee-OnlyAlso Compensated via Product Sales
Denver, ColoradoCRD #285052
Typical Fee--
AUM$171M
Minimum--
Clients403

VENTANA PRIVATE WEALTH LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #311878
Typical Fee--
AUM$159M
Minimum--
Clients205

WALKER & DUNLOP INVESTMENT PARTNERS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #165022
Typical Fee--
AUM$2.3B
Minimum--
Clients31

WALNUT LEVEL CAPITAL LLC

Fee-Only, No ConflictsClean Record
Denver, ColoradoCRD #307942
Typical Fee--
AUM$252M
Minimum--
Clients5

WEST END WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #234791
Typical Fee--
AUM$170M
Minimum--
Clients151

WORLD CAPITAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Denver, ColoradoCRD #135941
Typical Fee--
AUM$62M
Minimum--
Clients61
Fiduciary Advisors in Denver, Colorado | FiduciaryListings