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.

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.

Bruce G. Allen Investments, LLC, based out of Denver, CO, is a small investment advisory firm specializing in providing personalized financial services. With a single office location, the firm is committed to delivering exceptional investment advisory services to its clients. Led by Bruce Allen, a seasoned professional in the financial industry, the firm maintains a team of two dedicated employees who collectively offer comprehensive investment strategies. As an investment advisory firm, Bruce G. Allen Investments manages an average of $93,010,000 in assets under management per investment advisor. Their compensation structure is diverse and includes various models such as a percentage of assets under management, fixed fees, and hourly charges. While the firm primarily focuses on managing assets for high net worth individuals, it also possesses the capability to handle employer funds, albeit representing a smaller portion of their assets under management. A notable aspect of Bruce G. Allen Investments is its discretionary management approach, as they oversee 100% of the assets they manage. This approach allows the firm to make investment decisions on behalf of their clients, leveraging their expertise and experience to optimize portfolio performance. In addition to investment advisory services, Bruce G. Allen Investments also offers insurance brokerage services, providing clients with a comprehensive financial package. The firm boasts a substantial client base, with over 90 individual clients and assets under management exceeding $186,015,000. Notably, Anne Sechler and Bruce Allen are among the firm's longest-tenured registered advisors, exemplifying the team's commitment to stability and trusted relationships.

Nilsine Partners, LLC, a reputable investment advisory firm located in Greenwood Village, CO, specializes in offering comprehensive financial solutions. With a dedicated team of 12 employees, including seven skilled investment advisors, the firm provides expert guidance to clients seeking to maximize their investment portfolios. Backed by a profound understanding of the market and extensive experience in the industry, Nilsine Partners, LLC is known for its exceptional track record. At Nilsine Partners, LLC, the average assets under management per investment advisor amount to an impressive $149,870,000, surpassing the industry average. The firm's compensation structure is designed to align the interests of the advisors and their clients. It incorporates various fee types, such as a percentage of assets under management and fixed fees, ensuring a fair and transparent relationship. With discretion over 79% of the assets they manage, Nilsine Partners, LLC caters to a clientele consisting mainly of high net worth individuals. Currently, the firm oversees a substantial portfolio of over $1,049,117,000 in assets under management, serving more than 120 individual clients. The exceptional service provided by the team has cultivated long-standing relationships with clients who trust Nilsine Partners, LLC to safeguard and grow their wealth. Notably, Nilsine Partners, LLC takes pride in its team of seasoned advisors. Among them are Joshua Deloach, Teresa Friess, and Aaron Seeman, whose tenure speaks volumes about their expertise and dedication to clients' financial success. Their commitment to personalized strategies and a deep understanding of market dynamics sets Nilsine Partners, LLC apart in the competitive investment advisory landscape.

The Wealth Conservancy, Inc. is a reputable investment advisory firm located in Boulder, CO. With its sole office, the company has established itself as a trusted financial partner for clients seeking professional wealth management services. The firm boasts a team of six dedicated employees, three of whom specialize in providing comprehensive investment advisory services. With an average of approximately $61,050,000 in assets under management per investment advisor, The Wealth Conservancy, Inc. maintains a competitive standing within the industry. The compensation structure of the firm includes various types, such as a percentage of assets under management and fixed fees. Furthermore, 59% of the assets managed by the company are handled on a discretionary basis, showcasing their expertise in making informed investment decisions. The Wealth Conservancy, Inc. primarily caters to high-net-worth individuals, effectively managing a significant portion of their wealth. With over 30 individual clients, the firm oversees a substantial total of assets under management, exceeding $183,143,000. The company's success can be attributed to its seasoned advisors, with notable long-standing members including Melissa Hoyer, Steven Henningsen, and Myra Salzer, who bring a wealth of experience and expertise to the team. Driven by a commitment to preserving and growing their clients' wealth, The Wealth Conservancy, Inc. employs a meticulous approach to investment management, tailored to each client's unique financial goals and risk tolerance. Through their comprehensive services and experienced team, the firm strives to provide exceptional financial guidance and support to their valued clientele.

AVEO CAPITAL PARTNERS, LLC: Aveo Capital Partners, LLC, headquartered in Englewood, CO, is a leading local investment advisory firm with a strong presence in the financial services industry. With a team of 23 dedicated professionals, 18 of whom specialize in providing expert investment advisory services, Aveo Capital Partners offers a comprehensive range of wealth management solutions to their discerning clientele. Backed by years of industry experience and a commitment to delivering exceptional results, Aveo Capital Partners has cultivated a reputation for managing assets with precision and expertise. The firm boasts an impressive average of approximately $169,610,000 in assets under management per investment advisor, a figure well above the industry average, highlighting their ability to generate substantial returns for their clients. With over 880 individual clients and an impressive total of over $1,314,557,000 in assets under management, Aveo Capital Partners takes pride in the diverse portfolio of assets they oversee. While less than 30% of their assets consist of 401K and individual accounts, the firm possesses the capability to effectively manage employer funds, catering to a wide range of investment needs. Aveo Capital Partners' compensation structure encompasses various types, including a percentage of assets under management, ensuring alignment with their clients' financial objectives. Furthermore, the firm's extensive range of services extends beyond investment advisory, making them a registered representative of a broker-dealer, insurance broker, or agent. With three conveniently located offices, Aveo Capital Partners is well-positioned to serve their clients' needs with utmost convenience and accessibility. Notably, the firm boasts a team of highly experienced advisors, including Dana Bath, Patrick Henderson, and Brian Rorick, who have demonstrated long-standing dedication and expertise within the organization. In summary, Aveo Capital Partners, LLC stands as a prominent investment advisory firm, providing top-tier financial services, and a proven track record of managing assets with exceptional results.

Kilterhowling LLC, based out of Boulder, CO, is a small investment advisory firm catering to high net worth individuals. With over 150 individual clients and $196,337,000 in assets under management, the company has established itself as a trusted partner in wealth management. Kilterhowling's two offices are staffed by a team of four dedicated professionals, all of whom provide expert investment advisory services. While 401K and individual accounts make up less than 30% of their assets under management, Kilterhowling has the capability to manage employer funds as well. Notably, 88% of the assets they oversee are discretionary, giving the firm significant freedom to execute their investment strategies. Kilterhowling's compensation structure is diverse, including a percentage of assets under management and other forms of remuneration. Their investment advisors manage an average of approximately $49,080,000 in assets, which aligns with the industry average. With a focus on long-term client relationships, Kilterhowling boasts a team of experienced advisors, including Kreighton Bieger, William Stites, and Dawneen Oehlerich, who have been with the firm for an extended period. Their tenure reflects their expertise and commitment to delivering exceptional service. As Kilterhowling LLC continues to grow its client base and assets under management, the firm remains dedicated to providing personalized investment advisory services that align with each client's financial goals and aspirations.

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.

Market Guard, based out of Englewood, CO, is a prominent local investment advisory firm serving a diverse client base. With over 690 individual clients and an impressive $296,829,000 in assets under management, Market Guard has established itself as a trusted partner in wealth management. Boasting nine offices, they offer personalized investment strategies tailored to their clients' unique financial goals. In addition to their expertise in investment advisory services, Market Guard also excels as an insurance broker or agent, providing comprehensive coverage options to safeguard their clients' assets. Notably, approximately half of the assets under their management are derived from employer 401Ks or individuals, reflecting their extensive experience in this area. Market Guard's compensation structure is designed to align their interests with their clients' success. They employ a range of compensation models, including a percentage of assets under management and hourly charges. This approach ensures transparency and fosters a mutually beneficial relationship with their clients. The firm prides itself on its team of highly skilled professionals, with a total of 11 dedicated employees. Eight of these professionals specialize in investment advisory services, allowing for personalized attention and tailored guidance. On average, each investment advisor manages an impressive $37,100,000 in assets. Market Guard's success is built on the foundation of their experienced advisors, some of whom have been with the firm for a significant period. Notable long-tenured advisors include Luke Vanzo, David Henderson, and Bradley Jenkins, who bring a wealth of knowledge and expertise to the table. With a proven track record, extensive industry experience, and a client-centric approach, Market Guard is a trusted partner in helping individuals and businesses navigate the complexities of investment management and insurance.

Transitions Wealth Management, LLC is a reputable investment advisory firm located in Denver, CO. With a strong track record and a client-focused approach, they have successfully built a portfolio of over 240 individual clients. Transitions Wealth Management manages an impressive $391,585,000 in assets, offering comprehensive financial planning and investment management services. As a local firm, Transitions Wealth Management takes pride in their deep understanding of the Denver market and their commitment to personalized service. With one office in Denver, they are conveniently accessible to their clients. While they specialize in managing assets for high net worth individuals, they also possess the expertise to manage employer funds. One of Transitions Wealth Management's key strengths is their discretionary management approach, where they have full authority to make investment decisions on behalf of their clients. They offer a variety of compensation structures, including a percentage of assets under management and fixed fees, ensuring transparency and alignment of interests. The firm has a team of seven dedicated employees, with five of them serving as investment advisors. On average, each investment advisor at Transitions Wealth Management manages approximately $78,320,000 in assets, which aligns with the industry average. Notably, the firm boasts a group of highly experienced advisors, including Richard Negreann, Bruce Bendell, and Gary Saltzman, who have been with the company for many years. Transitions Wealth Management, LLC is committed to providing their clients with exceptional service, comprehensive financial solutions, and prudent investment strategies, making them a trusted partner in helping individuals and businesses achieve their financial goals.

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.