BOK Financial Private Wealth, Inc., headquartered in Denver, CO, is a prominent local investment advisory firm with a total of 7 offices. With over 460 individual clients, they have amassed an impressive $2,490,307,000 in assets under management. While 401K and individual accounts constitute less than 30% of their total assets under management, the company possesses the expertise to oversee employer funds. The firm's approach is primarily discretionary, as 99% of the assets they manage are under their discretion. Specializing in high net worth individuals, BOK Financial Private Wealth, Inc. has established a reputation for providing tailored financial solutions to meet their clients' unique needs. Their compensation structure includes various types, such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and transparency in their client relationships. With a dedicated team of 28 employees, including 16 investment advisors, BOK Financial Private Wealth, Inc. offers a high level of personalized service to their clientele. The firm boasts an impressive average of approximately $155,640,000 in assets under management per investment advisor, surpassing the industry average. Notably, Agnes Ryan, David Sego, and Andrew Hicks are among the longest-tenured advisors at the company, contributing their extensive experience and expertise to the firm's success. BOK Financial Private Wealth, Inc. combines local presence, comprehensive wealth management services, and a focus on affluent clients to establish themselves as a trusted and reliable partner in helping individuals achieve their financial goals.

Highpass Asset Management LLC is a reputable investment advisory firm located in Denver, CO. With a team of two dedicated professionals, they specialize in providing top-notch investment advisory services. Their impressive average of approximately $261,370,000 in assets under management per investment advisor sets them apart from the industry average, reflecting their expertise and success in managing client portfolios. Highpass Asset Management LLC offers a diverse compensation structure that includes various types of fees. These include a percentage of assets under management, fixed fees, and performance-based fees, ensuring that their interests align with their clients' financial goals. They prioritize transparency and client satisfaction, striving to deliver optimal investment outcomes. With over 20 individual clients entrusting them with more than $162,223,000 in assets under management, Highpass Asset Management LLC has established a strong client base. Their focus primarily lies in serving high net worth individuals, delivering tailored investment strategies to help grow and preserve their wealth effectively. The firm manages all of its clients' assets on a discretionary basis, meaning that they have the authority to make investment decisions on behalf of their clients. This approach reflects the trust and confidence their clients have in their expertise and judgment. Headquartered in Denver, CO, Highpass Asset Management LLC operates from a single office. The firm boasts a team of experienced registered advisors, including Ethan Braid and Stelianos Elenis, who have been instrumental in the firm's success. Their deep industry knowledge and commitment to providing personalized investment solutions contribute to the firm's strong reputation and continued growth.

Causey Demgen & Moore P.C., headquartered in Denver, CO, is a prominent local investment advisory firm. With a team of 51 skilled professionals, they specialize in providing comprehensive investment advisory services. While only a small percentage of their employees offer investment advisory services, their expertise is remarkable. The firm boasts an impressive average of approximately $845,850,000 in assets under management per investment advisor, significantly surpassing industry standards. The compensation structure at Causey Demgen & Moore P.C. encompasses various types, such as a percentage of assets under management and performance-based fees. Their commitment to delivering exceptional service is evident in their extensive client base of over 30 individuals, who collectively entrust the firm with more than $317,694,000 in assets under management. Catering primarily to high net worth individuals, they manage a substantial portion of their clients' assets, with discretionary assets accounting for a remarkable 81%. In addition to their investment advisory services, Causey Demgen & Moore P.C. also offers accounting solutions. Their capabilities extend beyond individual accounts and 401(k) plans, as they possess the expertise to manage employer funds. With one office in Denver, the firm operates in close proximity to their local clientele. Causey Demgen & Moore P.C. takes pride in their experienced team, which includes some of the longest-tenured advisors in the industry. Notable individuals such as Nathanael Koch, John Connell, and Paul Demgen contribute to the firm's reputation for excellence and professionalism. With their comprehensive range of services and expertise, Causey Demgen & Moore P.C. stands as a trusted partner for individuals and businesses seeking sound investment advice and reliable accounting support.

Ripple Capital Management LLC, headquartered in the picturesque town of Aspen, CO, is a leading investment advisory firm catering to a diverse clientele. With a strong reputation for delivering exceptional financial solutions, Ripple Capital Management serves over 0 individual clients, managing an impressive $25,000,000 in assets. Specializing in investment management for employer 401K plans and individuals, Ripple Capital Management possesses a wealth of expertise in optimizing retirement savings and achieving long-term financial goals. Their team of highly qualified professionals offers comprehensive advisory services, leveraging their deep understanding of market trends, risk assessment, and strategic planning. As a small boutique firm, Ripple Capital Management prides itself on delivering personalized attention and tailored investment strategies to meet each client's unique needs. With a 100% discretionary approach, clients can trust the firm's astute judgment and commitment to delivering consistent results. The compensation structure at Ripple Capital Management includes various options, such as performance-based fees, ensuring alignment with clients' investment objectives. With a dedicated team of 1 experienced employee solely focused on providing investment advisory services, the firm's advisors handle an average of approximately $25,000,000 in assets under management per advisor. Ripple Capital Management's commitment to excellence, integrity, and client satisfaction has earned them a loyal following in the investment management industry. Whether it's managing 401K plans for employers or assisting individuals in achieving their financial aspirations, Ripple Capital Management is a trusted partner for those seeking professional guidance in Aspen and beyond.

Icon Advisers, Inc., based out of Greenwood Village, CO, is a small yet prominent investment advisory firm with a strong presence in the industry. With 13 dedicated employees, including four highly experienced investment advisors, they offer a comprehensive range of investment advisory services. Setting themselves apart from the competition, Icon Advisers boasts an impressive average of approximately $225,020,000 in assets under management per investment advisor, surpassing the industry average. This notable achievement is a testament to their expertise and ability to deliver exceptional results to their clients. The firm's compensation structure is designed to align the interests of the advisors with their clients. It includes various types of fees, such as a percentage of assets under management and performance-based incentives, ensuring that their success is directly tied to the performance of the investments they manage. With over 590 individual clients and an impressive $653,143,000 in assets under management, Icon Advisers has established a strong and loyal client base. All of the assets they manage are under the firm's discretion, reflecting the trust and confidence their clients place in their investment strategies. Icon Advisers operates from a single office in Greenwood Village, CO, serving clients across the region and beyond. Craig Callahan and Donovan Paul are two of the firm's longest-tenured registered advisors, bringing a wealth of experience and expertise to the team. With a commitment to providing personalized investment solutions and a track record of success, Icon Advisers, Inc. continues to be a trusted partner for individuals seeking expert guidance in managing their wealth and achieving their financial goals.

Financial Security Management, Inc is a reputable investment advisory firm based out of Lakewood, CO. With eight dedicated employees, they possess a strong team, including five skilled investment advisors who specialize in providing expert guidance to their clients. Compared to the industry average, Financial Security Management, Inc stands out with an impressive average of approximately $240,990,000 in assets under management per investment advisor. Their compensation structure is diverse, incorporating various methods such as a percentage of assets under management and hourly charges, ensuring flexibility and alignment with clients' needs. With over 840 individual clients and a staggering $365,464,000 in assets under management, Financial Security Management, Inc has established a strong presence in the investment advisory sector. Notably, they excel in managing employer 401Ks and individual assets, which constitute nearly half of their total assets under management. Clients entrust Financial Security Management, Inc with full discretion over their investments, as the firm manages 100% of the assets on a discretionary basis. In addition to investment advisory services, they also serve as insurance brokers or agents, offering a comprehensive range of financial solutions to meet their clients' diverse needs. Operating from a single office in Lakewood, CO, Financial Security Management, Inc has established deep roots in the local community. The firm takes pride in its experienced advisors, with notable names such as Douglas Johnson, Roy Gibson, and Jeffrey Larkin, who have been integral to its long-standing success.

Maia Wealth, a reputable local investment advisory firm headquartered in Denver, CO, is committed to providing comprehensive financial solutions for their clients. With a team of 29 talented professionals, including 22 dedicated investment advisors, they offer a wealth of expertise and experience. Their impressive average of approximately $1,858,300,000 in assets under management per investment advisor far surpasses industry standards. At Maia Wealth, their compensation structure caters to diverse client needs and preferences. They offer various options, such as a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and flexibility. With over 610 individual clients and more than $213,542,000 in assets under management, Maia Wealth predominantly serves high-net-worth individuals. While their focus lies in managing discretionary assets, which account for a remarkable 96% of their portfolio, they also possess the capability to handle employer funds, although 401K and individual accounts comprise less than 30% of their assets. Operating from eight strategically located offices, Maia Wealth maintains strong connections within the Denver community. They take pride in their long-tenured advisors, such as Desmond Dimond, Zachary Schiffer, and David Owens, who contribute a wealth of knowledge and expertise to the firm. As a trusted partner for wealth management, Maia Wealth continues to strive for excellence, delivering personalized solutions and superior investment advisory services to help their clients achieve their financial goals.

Capital Financial Group, Inc., headquartered in Greenwood Village, CO, is a prominent investment advisory firm serving a diverse range of clients. With a team of six dedicated professionals, including three experienced investment advisors, they offer comprehensive financial guidance and asset management services. Each investment advisor oversees an impressive average of $1,108,100,000 in assets under management, which surpasses the industry standard. Capital Financial Group, Inc. employs a flexible compensation structure, incorporating various methods such as a percentage of assets under management, subscription fees, and fixed fees. This approach ensures alignment with clients' financial goals and enables tailored solutions for their unique needs. The firm boasts an extensive client base, with over 190 individual clients entrusting them with a substantial $170,843,000 in assets under management. Notably, approximately half of their managed assets originate from employer-sponsored 401K plans and individual investments, showcasing their expertise in this sector. Moreover, an impressive 93% of the assets they manage are handled on a discretionary basis, exemplifying the level of trust clients place in their expertise. Located in Greenwood Village, CO, Capital Financial Group, Inc. operates from a single office. The firm takes pride in its long-serving advisors, including Alexander Leonida, Dennis Leonida, and Amel Guigli, who bring extensive experience and knowledge to their clients' investment strategies. Through their commitment to excellence and personalized service, Capital Financial Group, Inc. continues to establish itself as a trusted partner in the financial industry.

Synergy Financial Partners, LLC is a reputable investment advisory firm based out of Denver, CO. With a team of five dedicated professionals, they offer a wide range of financial services to their esteemed clients. The firm boasts an impressive average of approximately $47,680,000 in assets under management per investment advisor, aligning with industry standards. Their compensation structure is flexible and tailored to meet clients' needs, including various options such as a percentage of assets under management, fixed fees, and hourly charges. With over 270 individual clients and a total assets under management of $148,884,000, Synergy Financial Partners, LLC has established a strong foothold in the industry. Notably, their expertise and success extend to managing employer 401Ks and individual assets, constituting approximately half of their total assets under management. An outstanding feature of Synergy Financial Partners, LLC is their focus on discretion, with 97% of the assets they manage falling under discretionary management. This approach allows their clients to have confidence in their investment decisions while ensuring effective portfolio management. Operating from two offices in Denver, Synergy Financial Partners, LLC provides personalized and locally focused investment advisory services. The firm takes pride in its experienced team, which includes some of the longest-tenured advisors in the industry, such as Lary Weintraub, Robert Fillmore, and Phil Jacobson. These seasoned professionals contribute to the firm's reputation for delivering exceptional financial guidance and building long-term client relationships.

Lotusgroup Advisors, a trusted local investment advisory firm headquartered in Denver, CO, has established a strong presence in the wealth management industry. With three offices in the area, the firm is well-positioned to serve a diverse clientele. They currently manage a robust portfolio with over $198,955,000 in assets under management for more than 100 individual clients. While 401K and individual accounts contribute to less than 30% of their assets under management, Lotusgroup Advisors possesses the expertise and capability to manage employer funds, expanding their range of services. Impressively, 71% of the assets they manage are under discretionary management, showcasing their clients' trust in their investment decisions. Catering primarily to high net worth individuals, Lotusgroup Advisors demonstrates its proficiency in managing substantial assets. Their compensation structure is designed to align with clients' interests and includes options such as a percentage of assets under management. With a team of 8 dedicated professionals, including 5 investment advisory specialists, Lotusgroup Advisors offers personalized and strategic financial guidance. Each investment advisor manages an average of approximately $39,790,000 in assets, ensuring a focused approach to client portfolios. Notably, Nicholas Pirnack, Raphael Martorello, and Andleib Seth stand as some of the longest-tenured advisors within the firm, exemplifying their commitment to delivering exceptional service. Lotusgroup Advisors continues to provide comprehensive investment advisory services, leveraging their expertise and experience to help clients achieve their financial objectives. With a client-centric approach and a solid track record, the firm serves as a reliable partner in navigating the complexities of wealth management.

Dodds Wealth, LLC is a reputable local investment advisory firm headquartered in Greenwood Village, CO, operating from two offices. With a team of 11 dedicated professionals, including six investment advisors, Dodds Wealth, LLC offers comprehensive investment advisory services. The firm manages an average of $71,600,000 in assets per investment advisor, aligning with industry standards. Dodds Wealth, LLC employs a flexible compensation structure, which includes various options such as a percentage of assets under management, fixed fees, and hourly charges. While less than 30% of their assets under management are dedicated to 401K and individual accounts, the firm possesses the expertise to effectively manage employer funds. Notably, Dodds Wealth, LLC exercises complete discretion over all the assets they manage, with 100% being under their discretionary control. The firm primarily serves high-net-worth individuals, catering to the unique financial needs of this esteemed clientele. Dodds Wealth, LLC boasts an impressive portfolio of over 190 individual clients, entrusting them with a substantial $429,579,000 in assets under management. With a commitment to providing personalized and tailored investment solutions, Dodds Wealth, LLC strives to optimize the financial well-being of their clients, enabling them to achieve their long-term goals. With their extensive experience, comprehensive services, and unwavering dedication to client satisfaction, Dodds Wealth, LLC has established itself as a trusted partner for individuals seeking expert guidance in wealth management and investment advisory services in the Greenwood Village, CO area.