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.

Elderado Financial, Inc is a local investment advisory firm based out of Montrose, CO, serving clients with their financial needs. With one office location, Elderado Financial, Inc is deeply rooted in the community, offering personalized investment advisory services to individuals and employer 401Ks alike. The firm boasts a team of five dedicated professionals who collectively manage assets worth approximately $28,410,000 per investment advisor. Elderado Financial, Inc's compensation structure is designed to cater to the diverse needs of their clients. They offer various types of fees, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and transparency in their services. The firm's expertise lies in managing employer 401Ks and individual investments, accounting for nearly half of their assets under management. Their extensive experience in this area demonstrates their ability to navigate the complexities of retirement planning and investment strategies effectively. Elderado Financial, Inc holds the trust of over 330 individual clients, who have collectively entrusted them with a substantial $142,043,000 in assets under management. The firm prides itself on its discretionary management approach, ensuring that all decisions made on behalf of clients' investments align with their best interests. Elderado Financial, Inc is led by a team of seasoned professionals, including Adam Miller, Jim Elder, and Janet Elder, who have been with the firm for an extended period. Their expertise and long-standing commitment to their clients contribute to the firm's reputation as a trusted and reliable financial partner. With their local presence, experienced team, and track record of success, Elderado Financial, Inc is dedicated to helping clients achieve their financial goals and secure a prosperous future.

Colorado Wealth Group LLC is a prominent local investment advisory firm based in Denver, CO. With a team of nine dedicated professionals, including seven investment advisors, they offer expert guidance and personalized financial solutions to their clients. The firm manages an average of $77,190,000 in assets per investment advisor, aligning with the industry average. Colorado Wealth Group LLC caters to a diverse clientele, boasting over 300 individual clients who entrust them with more than $118,971,000 in assets under management. Notably, their expertise shines in managing assets from employer 401Ks and individual clients, constituting approximately half of their total assets under management. Their experience in this domain is well-regarded within the industry. The firm's compensation structure encompasses various types, including a percentage of assets under management, ensuring that their interests are aligned with the success of their clients' portfolios. Additionally, Colorado Wealth Group LLC serves as an insurance broker or agent, providing comprehensive coverage options to meet their clients' risk management needs. Operating from their Denver headquarters, Colorado Wealth Group LLC has a single office location. They take pride in their long-tenured advisors, with notable names such as Jeremy Phillips, Bruce Larsen, and James Glasheen contributing their expertise and experience to the firm's success. With 97% of their managed assets being discretionary, Colorado Wealth Group LLC demonstrates a high level of trust and confidence from their clients, who rely on the firm to make informed investment decisions on their behalf. Overall, they are committed to delivering exceptional financial advisory services and helping their clients achieve their long-term financial goals.

Rosecap Investment Advisors, LLC, headquartered in Grand Junction, CO, is a leading investment advisory firm specializing in managing assets for high net worth individuals. With a total of 5 employees, including 4 dedicated investment advisors, Rosecap has established itself as a trusted partner in the financial industry. Their impressive average of approximately $346,050,000 in assets under management per investment advisor surpasses the industry standard, highlighting their expertise and ability to deliver exceptional results. Rosecap's compensation structure is designed to align their interests with those of their clients. It includes various types of fees, such as a percentage of assets under management, fixed fees, and performance-based fees. With over 260 individual clients and a total of $345,304,000 in assets under management, Rosecap demonstrates their commitment to personalized service and effective wealth management strategies. Although the majority of the assets they manage are for high net worth individuals, Rosecap also possesses the capability to handle employer funds, ensuring a comprehensive approach to investment management. Additionally, all of the assets managed by Rosecap are discretionary, allowing them the freedom to make investment decisions on behalf of their clients. As a small investment advisory firm, Rosecap Investment Advisors, LLC operates from a single office in Grand Junction, CO. The company boasts a team of experienced advisors, including Sarah Graff, Ethan Corman, and Matthew Rosenberg, who have contributed significantly to the firm's longstanding success. Their collective expertise and dedication to client satisfaction make Rosecap an outstanding choice for individuals seeking reliable and tailored investment advisory services.

Elevate Capital Advisors, a small investment advisory firm based out of Eagle, CO, serves a diverse client base and manages over $119,114,000 in assets. With over 130 individual clients, Elevate Capital Advisors specializes in providing comprehensive financial solutions to high net worth individuals. While they excel in managing discretionary assets, which account for 89% of their portfolio, they also possess the expertise to handle employer funds. At Elevate Capital Advisors, their compensation structure is designed to align with their clients' needs. They offer various fee options, including a percentage of assets under management, fixed fees, performance-based fees, and hourly charges. This flexibility ensures that clients can choose the most suitable arrangement for their investment goals. With a team of five dedicated professionals, Elevate Capital Advisors provides personalized investment advisory services. Three of their employees are specifically focused on delivering comprehensive financial advice, maintaining an impressive average of approximately $39,700,000 in assets under management per investment advisor. Notably, Elevate Capital Advisors prides itself on the expertise and experience of its team members. Kyle Lottman, Kenneth Armstrong, and Shane Fleury are among the firm's longest-tenured advisors, offering a wealth of knowledge and a track record of successful investment strategies. As a trusted partner, Elevate Capital Advisors is committed to helping their clients navigate the complexities of the financial landscape, providing tailored solutions that elevate their financial well-being.

Zidel Financial Inc., a small investment advisory firm based out of Frisco, CO, is committed to providing exceptional financial services. With a single office, the firm employs a team of two highly experienced professionals who specialize in offering comprehensive investment advisory services to their clients. Each investment advisor at Zidel Financial Inc. manages an average of approximately $55,800,000 in assets, placing them on par with the industry average. Zidel Financial Inc. adopts a flexible compensation structure, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. While the firm primarily focuses on managing discretionary assets, they also possess the capability to oversee employer funds, although 401K and individual accounts constitute less than 30% of their total assets under management. With a primary clientele comprising high net worth individuals, Zidel Financial Inc. effectively manages assets worth over $111,605,000, distributed among more than 90 individual clients. Andria Pyn and Douglas Zidel, two of the firm's longest-tenured registered advisors, bring their extensive expertise and knowledge to provide exceptional financial guidance. As an investment advisory firm, Zidel Financial Inc. is dedicated to understanding their clients' unique goals and tailoring personalized strategies to help them achieve financial success. Their commitment to professionalism, combined with their comprehensive range of services, ensures that clients receive expert guidance and support for their investment needs.

Avera Capital Wealth Management, a small investment advisory firm based out of Grand Junction, CO, is dedicated to providing comprehensive wealth management solutions to a diverse client base. With over 180 individual clients and an impressive $122,279,000 in assets under management, the firm has gained a reputation for its commitment to delivering personalized financial strategies. Operating from three offices, Avera Capital Wealth Management possesses the expertise and capability to effectively manage employer funds in addition to their focus on 401Ks and individual accounts, which collectively represent less than 30% of their assets under management. Their discretionary management approach ensures that 100% of the assets they oversee benefit from informed investment decisions. The firm's compensation structure encompasses various types, including a percentage of assets under management, hourly charges, and fixed fees, offering flexibility to meet the diverse needs of their clients. With a team of five dedicated employees, including two investment advisory professionals, Avera Capital Wealth Management achieves an average of approximately $61,140,000 in assets under management per investment advisor, aligning with the industry average. Adam Camacho and John Maurer, two of the longest tenured registered advisors, bring extensive experience and expertise to Avera Capital Wealth Management. Their commitment to providing exemplary service has contributed to the firm's success in building lasting relationships with their clients. As a trusted partner in wealth management, Avera Capital Wealth Management continues to prioritize the financial well-being of their clients. By combining personalized strategies, comprehensive services, and a client-centric approach, the firm strives to help clients achieve their financial goals and secure a prosperous future.

Bason Asset Management, headquartered in Lakewood, CO, is a leading investment advisory firm specializing in managing assets for high net worth individuals. With over 30 individual clients and an impressive $573,935,000 in assets under management, they have built a reputation for delivering exceptional financial solutions. The firm operates from three offices strategically located in Lakewood, providing convenient access to their esteemed clientele. Bason Asset Management prides itself on its discretionary management approach, as 99% of the assets they oversee are under their discretion. This allows them to make informed investment decisions on behalf of their clients, maximizing returns and minimizing risks. With an enviable compensation structure, Bason Asset Management offers a variety of fee options, including fixed fees, ensuring transparency and aligning their interests with those of their clients. Their commitment to personalized service is exemplified by their two registered advisors, James Osborne and Mckenzie Ebbesen, who possess extensive experience within the firm. Comprising a tight-knit team of two dedicated employees, Bason Asset Management maintains an impressive average of $286,970,000 in assets under management per investment advisor, surpassing industry standards. Their expertise, coupled with a client-centric approach, enables them to deliver tailored investment strategies that align with their clients' financial goals. Bason Asset Management stands as a trusted partner for high net worth individuals seeking professional and reliable investment advisory services. With a track record of success, they continue to solidify their position as a leading firm in the wealth management industry.

Western Wealth Management LLC is a prominent regional investment advisory firm headquartered in Golden, CO. With 153 dedicated professionals, including 84 investment advisors, they provide comprehensive financial guidance to a diverse client base. On average, each investment advisor oversees approximately $95,880,000 in assets under management, a figure that aligns with the industry average. Western Wealth Management LLC boasts an impressive track record, managing a substantial portfolio of over $2,586,420,000 for more than 5,390 individual clients. Notably, their expertise extends to employer 401Ks and individual investments, which collectively constitute half of their assets under management. This extensive experience in the retirement space underscores their ability to deliver reliable and effective financial strategies to clients. The firm's compensation structure encompasses various approaches, including a percentage of assets under management, ensuring that their interests are aligned with their clients' financial success. As a discretionary manager, Western Wealth Management LLC maintains the authority to make investment decisions on behalf of their clients, allowing for swift and efficient portfolio adjustments as market conditions evolve. With 41 offices strategically located throughout the region, Western Wealth Management LLC ensures accessibility and personalized service for their clientele. The firm takes pride in its team of experienced advisors, including seasoned professionals such as Krista Kirby, Tracy Tutag, and Aleda Kresge, who have made significant contributions to the firm's success. Western Wealth Management LLC's dedication to providing comprehensive financial advisory services, coupled with their extensive industry experience and commitment to client satisfaction, positions them as a trusted partner for individuals and employers seeking effective wealth management solutions.

Sanctuary Advisors, a small investment advisory firm based out of Denver, CO, is dedicated to providing top-notch investment advisory services. With a single office location, Sanctuary Advisors operates with a team of two skilled professionals. The firm boasts an average of approximately $84,830,000 in assets under management per investment advisor, positioning them at par with industry standards. At Sanctuary Advisors, the compensation structure is designed to align with client needs. They offer various types of compensation, including a percentage of assets under management and fixed fees. This approach ensures a fair and transparent relationship between the firm and its clients. Specializing in managing assets for high-net-worth individuals, Sanctuary Advisors has successfully built a portfolio with over $169,654,000 in assets under management across more than 30 individual clients. The firm's expertise lies in crafting personalized investment strategies tailored to each client's financial goals, risk tolerance, and time horizons. Karen Jorgensen and Martin Erzinger stand as two of the firm's most experienced registered advisors, having established a long and reputable tenure with Sanctuary Advisors. Their extensive knowledge and dedication contribute to the firm's exceptional service and success in helping clients navigate the complexities of the investment landscape. Overall, Sanctuary Advisors provides a sanctuary for individuals seeking expert investment advisory services. With their track record, personalized approach, and a commitment to client satisfaction, they aim to empower clients to achieve their financial aspirations with confidence.

Cimarron Wealth Management, Inc. is a prominent local investment advisory firm headquartered in Montrose, CO, with an additional office location. With 11 dedicated employees, they specialize in providing comprehensive wealth management services to a diverse client base. Five of their highly experienced professionals focus on delivering top-notch investment advisory services, drawing on their extensive knowledge and expertise. Cimarron Wealth Management, Inc. boasts an impressive track record, managing a substantial amount of assets under their care. With an average of $41,950,000 in assets under management per investment advisor, they demonstrate their commitment to achieving excellent results for their clients. Their compensation structure is flexible, offering various options such as a percentage of assets under management, fixed fees, and hourly charges. The firm has amassed over 400 individual clients, entrusting them with a remarkable $186,509,000 in assets under management. Notably, nearly half of their assets under management come from employer 401Ks or individuals, indicating their strong expertise and experience in this area. An impressive 93% of the assets they manage are discretionary, allowing them to make informed investment decisions on behalf of their clients. Cimarron Wealth Management, Inc. takes pride in their team of seasoned professionals, including some of the firm's longest-tenured advisors such as Kevin Sanderford, Michael Murphy, and Betty Tomlinson. Their dedication to providing personalized financial guidance and superior customer service sets them apart in the industry. As a respected local firm, Cimarron Wealth Management, Inc. continues to solidify its position as a trusted advisor and partner in helping clients achieve their financial goals and secure their future.