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.

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.

Three Points Financial, Inc. is a small investment advisory firm based out of Colorado Springs, CO. With a single office, the company is dedicated to providing investment advisory services. Their team comprises two knowledgeable professionals who offer expertise in managing assets. On average, each investment advisor at Three Points Financial oversees approximately $57,800,000 in assets under management, which aligns with industry standards. The compensation structure at Three Points Financial includes various types such as hourly charges and fixed fees. While 401K and individual accounts make up less than 30% of their assets under management, the firm possesses the capability to effectively manage employer funds. Notably, 3% of the assets they manage are discretionary, granting the advisors some flexibility in decision-making. The majority of Three Points Financial's managed assets belong to high-net-worth individuals. With a client base of over 30 individuals, the firm successfully manages more than $115,593,000 in assets. Two seasoned registered advisors, Mary Alpers and Steven Cruice, have been with the company for a considerable period, contributing to its stability and expertise. Three Points Financial, Inc. focuses on providing personalized investment advisory services to its discerning clientele. With their experience, industry-standard asset management practices, and a commitment to excellence, the firm strives to assist clients in achieving their financial goals while preserving and growing their wealth.

Ramsay Stattman Vela & Price Inc is a prominent local investment advisory firm headquartered in Colorado Springs, CO, boasting two offices to serve their clientele effectively. With a dedicated team of five experienced professionals, Ramsay Stattman Vela & Price Inc exclusively specializes in providing top-notch investment advisory services. With an impressive average of approximately $135,250,000 in assets under management per investment advisor, Ramsay Stattman Vela & Price Inc surpasses industry standards. Their compensation structure encompasses various types, such as a percentage of assets under management and hourly charges, ensuring flexibility for their diverse clientele. While their focus extends beyond 401K and individual accounts, these make up less than 30% of their extensive assets under management. Ramsay Stattman Vela & Price Inc also possesses the expertise to effectively manage employer funds, offering comprehensive investment solutions. 99% of the assets managed by Ramsay Stattman Vela & Price Inc are discretionary, indicating a high level of trust placed in their experienced team. The firm primarily caters to high-net-worth individuals, managing assets for over 140 individual clients, amounting to an impressive $676,250,000 in assets under management. Notably, Ramsay Stattman Vela & Price Inc prides itself on its team of seasoned advisors. Some of the longest-tenured professionals at the firm include Frederick Stattman, Philip Price, and Steven Vela, who bring a wealth of experience and expertise to their discerning clients. Overall, Ramsay Stattman Vela & Price Inc stands out as a leading investment advisory firm in Colorado Springs, providing exceptional service, a solid track record, and an unwavering commitment to their clients' financial success.

Accelerated Wealth Advisors LLC is a renowned investment advisory firm located in Colorado Springs, CO. With a team of 22 dedicated professionals, 8 of whom specialize in investment advisory services, the firm is committed to providing exceptional financial guidance to its clients. Setting itself apart from the industry average, Accelerated Wealth Advisors LLC boasts an impressive average of approximately $181,640,000 in assets under management per investment advisor. The firm's compensation structure is diverse, incorporating various models such as a percentage of assets under management and performance-based fees. With over 560 individual clients and a staggering $304,774,000 in assets under management, the company has established itself as a trusted partner in wealth management. Notably, a significant portion of their assets under management is derived from employer 401Ks and individual accounts, highlighting their expertise in this area. Accelerated Wealth Advisors LLC distinguishes itself as a local investment advisory firm deeply rooted in the Colorado Springs community. With two offices, they offer convenient accessibility to their clients. The firm takes pride in its seasoned team, including respected advisors like Kyle Householder, Dustin West, and Chris Abeyta, who have demonstrated their commitment to client success over the years. Managed with care and precision, approximately 67% of the assets the firm oversees are under discretionary management. This reflects Accelerated Wealth Advisors LLC's ability to provide strategic and proactive investment solutions tailored to their clients' unique financial goals and risk tolerance. In conclusion, Accelerated Wealth Advisors LLC is an esteemed investment advisory firm in Colorado Springs, CO, that stands out for its experienced team, impressive assets under management, and commitment to personalized financial guidance.

Three Peaks Capital Management, LLC is a small investment advisory firm based out of Castle Rock, CO. With a total of five dedicated employees, four of whom provide investment advisory services, Three Peaks Capital Management offers personalized financial guidance to its clients. The firm boasts an average of approximately $68,870,000 in assets under management per investment advisor, aligning with the industry average. Three Peaks Capital Management's compensation structure is designed to cater to the unique needs of their clients, offering flexibility and choice. Their compensation methods include a percentage of assets under management, hourly charges, and fixed fees. This approach ensures that clients can select the payment structure that suits them best. As a testament to their expertise and trustworthiness, Three Peaks Capital Management manages over $215,456,000 in assets for more than ten individual clients. All of the assets under their management are handled on a discretionary basis, indicating a high level of confidence and autonomy in their investment decisions. With one office serving as their headquarters in Castle Rock, CO, Three Peaks Capital Management remains dedicated to providing comprehensive investment advisory services while maintaining a personalized approach. Their commitment to excellence and client satisfaction distinguishes them in the competitive financial services industry.

Advisors Asset Management, Inc., based out of Monument, CO, is a reputable regional investment advisory firm with a proven track record. With a team of 253 dedicated professionals, including 48 experienced investment advisors, they provide expert guidance to a diverse clientele. As an average performer in the industry, they manage an impressive average of $119,230,000 in assets per investment advisor. Advisors Asset Management, Inc. boasts an extensive compensation structure that includes various types, such as a percentage of assets under management. With over 1,190 individual clients, they have amassed an impressive $3,740,186,000 in assets under management. While 401K and individual accounts make up less than 30% of their portfolio, the firm possesses the expertise to manage employer funds as well. Notably, 100% of the assets they manage are under discretionary control, allowing clients to trust in their expertise and decision-making. With ten offices spread across the region, Advisors Asset Management, Inc. maintains a strong local presence and is well-equipped to serve clients effectively. The firm prides itself on its team of experienced advisors, including Christopher Dewlen, James Costas, and Scott Colyer, who boast a long-standing tenure within the organization. Their expertise and industry knowledge contribute to the firm's success and client satisfaction. Advisors Asset Management, Inc. is committed to providing exceptional investment advisory services, offering tailored solutions to meet the unique needs of each client. With their solid reputation and extensive experience, they continue to be a trusted partner in wealth management and financial planning.

Gallacher Capital Management, LLC is a local investment advisory firm based out of Lone Tree, CO. With four offices, they serve a diverse client base with a focus on personalized financial planning and investment strategies. With a team of 13 professionals, including 9 dedicated investment advisors, they provide expert guidance and advice to their clients. The firm manages an average of approximately $46,940,000 in assets per investment advisor, which falls within the industry average. Their compensation structure encompasses various types, such as a percentage of assets under management, fixed fees, and performance-based fees. While employer funds constitute a significant portion of their managed assets, comprising over 70%, they also have the capability to manage 401K and individual accounts. In addition to their investment advisory services, Gallacher Capital Management, LLC offers insurance brokerage services, ensuring comprehensive coverage for their clients. They take a discretionary approach to managing approximately 90% of the assets they oversee, providing flexibility and adaptability to market changes. The firm boasts an extensive client roster, catering to over 380 individuals, and effectively managing over $422,441,000 in assets. The team at Gallacher Capital Management, LLC is comprised of seasoned professionals, including John Gillespie, Michael Bosen, and Kevin Gallacher, who have demonstrated long-standing commitment to their clients and the firm's success. With their wealth of expertise and dedication, Gallacher Capital Management, LLC is committed to helping clients achieve their financial goals and secure their financial future.

Corundum Group, Inc. is a reputable investment advisory firm based out of Colorado Springs, CO. With a team of 13 dedicated professionals, 11 of whom specialize in investment advisory services, they provide expert financial guidance to their clients. Known for their impressive track record, Corundum Group manages an average of $1,764,170,000 in assets per investment advisor, surpassing the industry standard. Their compensation structure is diverse, including a percentage of assets under management and performance-based fees, ensuring their interests align with their clients' success. Boasting over 80 individual clients, Corundum Group handles a substantial portfolio of more than $1,298,984,000 in assets under management. Notably, all of the assets they oversee are discretionary, granting them full authority to make informed investment decisions on behalf of their clients. With two offices strategically located in Colorado Springs, the firm remains deeply connected to the local community. Corundum Group, Inc. takes pride in their experienced team, with several advisors having established longstanding tenures at the firm. Ronald Johnson, Amanda Phillips-Desaverio, and Jill Johnson stand out as some of the most seasoned professionals, contributing their expertise and dedication to the success of their clients' financial goals. With a commitment to excellence and a reputation for delivering exceptional results, Corundum Group, Inc. continues to be a trusted partner for individuals seeking expert investment advisory services in the Colorado Springs area.

RS Asset Management, LLC, based out of Colorado Springs, CO, is a small investment advisory firm that specializes in providing investment advisory services. With a total of two dedicated employees, the company has established itself as a trusted advisor in the financial industry. With an average of approximately $116,230,000 in assets under management per investment advisor, RS Asset Management is on par with the industry average. Their compensation structure is diverse, including a percentage of assets under management and performance-based fees, ensuring alignment with client goals. RS Asset Management serves over 440 individual clients, managing a total of more than $114,872,000 in assets. Impressively, approximately half of their assets under management are from employer 401Ks or individuals, showcasing their expertise in this particular space. Of the assets they manage, 58% are discretionary, reflecting the confidence their clients have in the firm's investment decisions. With one office located in Colorado Springs, RS Asset Management caters to the local community and beyond. Two notable registered advisors, Sean Soulvie and William Roark, have been with the firm for an extended period, contributing their experience and expertise to the success of the company. RS Asset Management, LLC prides itself on providing personalized investment advisory services to its clients, ensuring that their financial goals are understood and met. With a focus on professionalism, trust, and commitment, RS Asset Management strives to deliver exceptional results and build long-lasting relationships with its clients.

Rainsberger Wealth Advisors, based out of Colorado Springs, CO, is a small investment advisory firm with a strong commitment to providing comprehensive wealth management solutions. With a team of seven dedicated professionals, they strive to deliver personalized financial guidance to their clients. Three of their skilled advisors specialize in investment advisory services, collectively managing an average of approximately $52,330,000 in assets under management per advisor, which aligns with the industry average. Rainsberger Wealth Advisors serves a diverse client base, catering primarily to high-net-worth individuals, with over 180 individual clients and an impressive $302,618,000 in assets under management. While the majority of their managed assets are discretionary, they also possess the expertise to oversee employer funds, although 401(k) and individual accounts constitute less than 30% of their portfolio. The firm offers a flexible compensation structure, which includes a percentage of assets under management, hourly charges, and fixed fees, ensuring that clients can choose the payment method that best suits their needs. Rainsberger Wealth Advisors' commitment to long-term relationships is evident through the presence of experienced advisors such as Brett Brownfield, Erik Aspelin, and Ellis Rainsberger, who have played pivotal roles in the firm's success. Located in Colorado Springs, Rainsberger Wealth Advisors operates from a single office, providing a conducive environment for collaboration and client interaction. With their extensive industry knowledge and a client-centered approach, Rainsberger Wealth Advisors aims to empower individuals with the financial tools and strategies necessary to achieve their long-term goals.