Find Top Financial Advisors Near Colorado

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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.

Icon Advisers, Inc.

Colorado, Greenwood Village

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.

Transform Wealth, Llc

Colorado, Greenwood Village

Transform Wealth, LLC, based out of Greenwood Village, CO, is a prominent local investment advisory firm. With over 1,060 individual clients and an impressive $2,201,894,000 in assets under management, they have established themselves as a trusted partner in the financial industry. The firm operates from five offices, strategically positioned to serve their diverse clientele effectively. While Transform Wealth, LLC's assets under management are predominantly derived from non-401K and individual accounts, they possess the expertise and resources to effectively manage employer funds. Notably, all the assets under their management are discretionary, providing clients with a hands-off investment experience. The firm's compensation structure offers clients flexibility, with various options available, including a percentage of assets under management, fixed fees, hourly charges, and performance-based fees. This approach ensures that clients can choose the fee structure that best aligns with their financial goals and preferences. Transform Wealth, LLC boasts a dedicated team of 26 employees, 15 of whom specialize in providing comprehensive investment advisory services. With an average of approximately $146,790,000 in assets under management per investment advisor, they surpass the industry average by delivering exceptional personalized service. The firm takes pride in its team of experienced advisors, some of whom have been with the company for an extended period. Notable long-tenured advisors at Transform Wealth, LLC include Craig Carnick, William Van Keulen, and Clarissa Hobson, who contribute their expertise to the firm's continued success.

Capital Financial Group, Inc.

Colorado, Greenwood Village

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

Colorado, Denver

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.

Financially Speaking Inc

Colorado, Greenwood Village

Financially Speaking Inc, based in Greenwood Village, CO, is a reputable investment advisory firm that caters to over 300 individual clients. With assets under management exceeding $149,504,000, the firm is well-positioned to offer comprehensive financial solutions. Specializing in employer 401K plans and individual investments, Financially Speaking Inc boasts an impressive track record, with over 80% of their managed assets falling under these categories. With an office in Greenwood Village, Financially Speaking Inc is conveniently located to serve their diverse clientele. Their team of four dedicated professionals, including two experienced investment advisors, ensures personalized attention and expert guidance. As an employer, entrusting them with the management of a 401K plan guarantees professional handling and optimal results. The firm's compensation structure caters to various needs, offering a choice between a percentage of assets under management and fixed fees. This flexibility allows clients to select an arrangement that aligns with their preferences and financial goals. Philip Luccock, one of the firm's registered advisors, has been an invaluable member of the team since 2002. His extensive tenure showcases Financially Speaking Inc's commitment to long-term relationships and client satisfaction. Overall, Financially Speaking Inc stands out for their impressive asset management, industry expertise, and dedication to delivering exceptional financial services. Whether individuals seek to grow their personal investments or employers require a reliable partner for managing 401K plans, Financially Speaking Inc provides the knowledge and experience needed to achieve financial success.

Financial Security Management, Inc

Colorado, Lakewood

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.

Stordahl Capital Management, Inc.

Colorado, Greenwood Village

Stordahl Capital Management, Inc., a small investment advisory firm based out of Greenwood Village, CO, is dedicated to providing comprehensive financial solutions to their clients. With a team of 7 skilled professionals, including 4 investment advisors, they offer expert guidance and personalized strategies to help clients achieve their financial goals. The firm boasts an impressive average of approximately $22,220,000 in assets under management per investment advisor, showcasing their ability to effectively handle substantial portfolios. Their compensation structure is diverse, incorporating various methods such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and transparency for their clients. With over 110 individual clients and assets under management exceeding $437,426,000, Stordahl Capital Management, Inc. has earned a reputation for managing substantial wealth. While a majority of their assets are dedicated to high net worth individuals, they also possess the capability to effectively manage employer funds, although 401K and individual accounts represent less than 30% of their assets under management. The firm takes pride in its discretionary approach, with 97% of the assets they manage falling under this category. This enables them to make strategic investment decisions on behalf of their clients, providing them with peace of mind and allowing them to focus on other aspects of their lives. Stordahl Capital Management, Inc. operates from a single office and boasts a team of experienced advisors, including Joan Koss, Matthew Knuth, and William Stordahl, who have been with the firm for a considerable period. Their dedication, combined with their expertise, ensures that clients receive top-notch financial guidance and exceptional service.

Credentialed Wealth Advisors, Llc

Colorado, Colorado Springs

Credentialed Wealth Advisors, LLC is a reputable investment advisory firm located in Colorado Springs, CO. With two offices, the firm serves a diverse range of clients seeking expert financial guidance. With a total of six dedicated employees, four of whom specialize in investment advisory services, Credentialed Wealth Advisors, LLC ensures personalized attention to its clients' needs. The firm's investment advisors manage an average of approximately $37,290,000 in assets under management per advisor, demonstrating their ability to handle substantial portfolios effectively. Credentialed Wealth Advisors, LLC offers a flexible compensation structure that includes options such as a percentage-based fee tied to assets under management and hourly charges, catering to the unique requirements of their clients. Impressively, nearly half of the firm's assets under management come from employer 401Ks or individual accounts, indicating their expertise in this particular area. They have gained valuable experience in effectively managing these types of assets. Moreover, 61% of the assets under their management are discretionary, highlighting the trust placed in the firm's expertise and decision-making capabilities. Credentialed Wealth Advisors, LLC proudly serves over 370 individual clients, managing a significant amount of assets totaling more than $149,141,000. The firm benefits from the experience and dedication of their long-tenured advisors, including Joseph Gebhart, Robert Chedester, and Julian Heron, who bring extensive knowledge and insight to their clients' financial strategies. With a commitment to delivering personalized financial solutions and a focus on long-term client relationships, Credentialed Wealth Advisors, LLC has established itself as a trusted partner in helping clients navigate their financial journeys.

Prism Financial Strategies, Llc

Colorado, Englewood

Prism Financial Strategies, LLC is a local investment advisory firm based out of Englewood, CO, with one office. With a team of eight dedicated professionals, five of whom specialize in providing investment advisory services, Prism Financial Strategies has established itself as a trusted partner in managing clients' financial assets. Leveraging their extensive expertise, they oversee an impressive average of approximately $39,180,000 in assets under management per investment advisor. The firm's compensation structure is designed to accommodate diverse client needs and includes various options such as a percentage of assets under management, hourly charges, and fixed fees. While 401K and individual accounts comprise less than 30% of their assets under management, Prism Financial Strategies possesses the capability to effectively manage employer funds. An impressive 89% of the assets they manage are discretionary, reflecting the confidence clients place in their expertise and decision-making abilities. Prism Financial Strategies caters to a wide range of clients, boasting a portfolio of over 220 individual clients with a combined total of more than $195,898,000 in assets under management. The firm takes pride in its longstanding commitment to client satisfaction, with some of the most tenured advisors, including Amy Shroff, Shelly Schell, and Jeffrey Engelman, leading the way in delivering exceptional financial strategies and personalized service. Committed to providing comprehensive investment advisory services, Prism Financial Strategies, LLC strives to help individuals and organizations achieve their financial goals, providing tailored solutions that align with each client's unique needs and risk tolerance. With their seasoned team and client-centric approach, they continue to excel in navigating the complexities of the financial landscape.

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Prism Financial Strategies, Llc

Colorado, Englewood

The Millstone Evans Group, Llc

Colorado, Boulder

The Millstone Evans Group, LLC is a trusted investment advisory firm located in Boulder, CO. With a dedicated team of 11 professionals, including 9 experienced investment advisors, the firm is committed to delivering top-notch financial services. Each investment advisor at The Millstone Evans Group manages an average of $46,800,000 in assets under management, which aligns with industry standards. Their compensation structure is diverse, offering various options such as a percentage of assets under management, ensuring flexibility and customized solutions for their clientele. With over 420 individual clients, The Millstone Evans Group oversees an impressive $623,148,000 in assets under management, primarily serving high-net-worth individuals. While the majority of their managed assets cater to high-net-worth individuals, The Millstone Evans Group also possesses the capability to manage employer funds, although 401(k) and individual accounts represent less than 30% of their assets under management. Notably, 99% of the assets they manage are under their discretionary authority, demonstrating the high level of trust their clients place in their investment expertise. As a local investment advisory firm, The Millstone Evans Group takes pride in their community presence. With two offices located in Boulder, CO, they have established strong relationships within the local financial landscape. Noteworthy advisors at the firm include Toni Noto, Gregory Evans, and Michele Duvall, who bring extensive experience and tenure to the team, contributing to the continued success of The Millstone Evans Group, LLC.

Highpass Asset Management Llc

Colorado, Denver

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.