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.

Obermeyer Wood Investment Counsel, Lllp is a distinguished local investment advisory firm headquartered in Aspen, CO, with an extensive presence spanning three offices. With a team of 23 skilled professionals, 14 of whom specialize in providing expert investment advisory services, the firm is dedicated to delivering superior financial solutions to its clients. Impressively, Obermeyer Wood Investment Counsel, Lllp maintains an average of approximately $134,790,000 in assets under management per investment advisor, a figure significantly higher than the industry average. This demonstrates their commitment to achieving outstanding results for their clients by effectively managing their financial portfolios. The firm's compensation structure encompasses various approaches, including a percentage of assets under management. Although 401K and individual accounts constitute less than 30% of their assets under management, the firm possesses the expertise and capacity to efficiently handle employer funds. Additionally, Obermeyer Wood Investment Counsel, Lllp manages all of their assets on a discretionary basis, further emphasizing their commitment to providing comprehensive and tailored investment strategies. Primarily serving high net worth individuals, the firm boasts an impressive client base of over 440 individuals, with assets under management exceeding $1,886,992,000. This reflects the trust and confidence that clients place in Obermeyer Wood Investment Counsel, Lllp to navigate the complexities of the financial market and generate favorable outcomes. Obermeyer Wood Investment Counsel, Lllp takes pride in its seasoned team of advisors, including Alexandra Phillips, Walter Obermeyer, and Roger Hennefeld, who bring extensive experience and expertise to the firm. Their longevity with the company is a testament to the strong culture and commitment to excellence at Obermeyer Wood Investment Counsel, Lllp.

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.