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.

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 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.

Senior Tax Advisory Group, Inc., based out of Colorado Springs, CO, is a small investment advisory firm dedicated to providing exceptional financial guidance and tax advisory services. With a team of two highly skilled professionals, they offer comprehensive wealth management solutions to individual clients and employers alike. One of their experienced advisors, Kathleen Larouere, has been with the firm since 2022, bringing valuable expertise to the table. The company's primary focus lies in managing assets under management, which average an impressive $867,000,000 per investment advisor, surpassing the industry average. Their compensation structure includes various types, such as fixed fees, ensuring transparency and alignment with client goals. Senior Tax Advisory Group, Inc. boasts a diverse client base of over 550 individuals, entrusted with over $50,087,000 in assets under management. Notably, over 80% of their managed assets consist of employer 401(k) plans or individual accounts. This demonstrates their high proficiency in effectively managing 401(k) plans for employers and employees alike. The firm's approach to managing investments is characterized by discretion, as they handle 100% of the assets they manage. By combining their expertise in tax advisory services with their investment management capabilities, Senior Tax Advisory Group, Inc. strives to optimize financial outcomes for their clients. Operating out of a single office, Senior Tax Advisory Group, Inc. is deeply committed to delivering personalized and tailored solutions that address their clients' unique financial needs and objectives. With their extensive knowledge and dedication to client success, they have established themselves as a trusted partner in financial and tax advisory services.

Peace Of Mind Financial Planning, Inc is a small investment advisory firm based out of Colorado Springs, CO. With a team of six employees, including three dedicated investment advisors, they provide personalized financial planning services to individuals and employer 401K plans. Known for their commitment to client satisfaction, Peace Of Mind Financial Planning, Inc manages a total of over $105,787,000 in assets under management. The firm's investment advisors have an average of approximately $94,350,000 in assets under management per advisor, which aligns with the industry average. Their compensation structure is diverse, offering options such as a percentage of assets under management, hourly charges, and fixed fees to meet the unique needs of their clients. Peace Of Mind Financial Planning, Inc's extensive experience in managing employer 401Ks and individual assets has earned them a reputable standing in the financial planning industry. With over 100 individual clients, they have demonstrated their expertise in helping individuals achieve their financial goals. With their main office located in Colorado Springs, Peace Of Mind Financial Planning, Inc serves a diverse range of clients seeking comprehensive financial planning and investment advisory services. Linda Leitz and Danielle Parris-Exline, two of the longest tenured registered advisors with the firm, contribute their expertise and dedication to providing peace of mind to their clients.

Bauer Wealth Management Inc., headquartered in Colorado Springs, CO, is a reputable small investment advisory firm with a strong presence in the financial market. With over 70 individual clients and an impressive $103,579,000 in assets under management, they have established themselves as a trusted partner in wealth management. As an investment advisory firm, Bauer Wealth Management Inc. caters to a diverse clientele, providing comprehensive financial services. While managing 401K and individual accounts comprises less than 30% of their assets under management, they possess the expertise to handle employer funds. Notably, an impressive 99% of the assets they manage are handled on a discretionary basis, demonstrating their commitment to making informed decisions on behalf of their clients. The firm primarily focuses on managing the assets of high net worth individuals, ensuring their financial goals are met through strategic investment strategies. Bauer Wealth Management Inc.'s compensation structure offers various options, including a percentage of assets under management, ensuring alignment with their clients' interests. With a team of three dedicated professionals, each providing investment advisory services, Bauer Wealth Management Inc. maintains an impressive average of approximately $34,530,000 in assets under management per investment advisor. The firm takes pride in the tenure and expertise of their advisors, with notable individuals like Chris Franz, Stephen Heitzmann, and Daniel Bauer having been part of the team for an extended period. Bauer Wealth Management Inc. distinguishes itself through its commitment to delivering personalized financial guidance, a strong track record of success, and a client-centric approach that sets them apart in the industry.

First Affirmative Financial Network LLC, headquartered in Colorado Springs, CO, is a reputable local investment advisory firm with a strong presence across eight offices. Committed to providing comprehensive financial solutions, they employ a team of 23 dedicated professionals, with 10 specializing in investment advisory services. With an average of $69,520,000 in assets under management per investment advisor, First Affirmative Financial Network LLC maintains a competitive standing within the industry. The firm's compensation structure encompasses various options, including a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility and alignment with clients' needs. Notably, approximately half of their assets under management originate from employer 401Ks or individuals, showcasing their expertise in this realm. Impressively, 72% of the assets they oversee are managed at their discretion, emphasizing their sound judgment and expertise in investment decision-making. With a substantial client base of over 990 individuals, First Affirmative Financial Network LLC manages an impressive $695,180,000 in assets. The firm boasts an esteemed roster of experienced advisors, including Stephen Siegel, George Gay, and James Horlacher, who have been with the company for an extended period, contributing to its success and reputation. First Affirmative Financial Network LLC has established itself as a trusted partner for individuals and businesses seeking expert financial guidance. Their commitment to personalized service, extensive industry knowledge, and robust investment strategies positions them as a reliable choice for clients looking to achieve their financial goals.

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.

Envoy Advisory Inc., a reputable investment advisory firm, operates out of Colorado Springs, CO. With 15 dedicated employees, 11 of whom specialize in investment advisory services, Envoy Advisory offers a wealth of expertise and knowledge to their clientele. On average, each investment advisor manages approximately $46,030,000 in assets, demonstrating competence in handling substantial portfolios. The firm's compensation structure comprises various models, including a percentage of assets under management and fixed fees, ensuring flexibility and alignment with client needs. Boasting a sizable client base, Envoy Advisory serves over 1,600 individual clients, effectively overseeing a substantial $383,299,000 in assets under management. Remarkably, more than 80% of these assets consist of employer 401K plans or individual accounts, solidifying the firm's prowess in managing retirement savings for both employers and employees alike. Envoy Advisory Inc. holds strong local roots, firmly establishing themselves within the Colorado Springs community. With two office locations, the firm ensures convenient accessibility for clients seeking their services. Notably, Envoy Advisory benefits from the experience and expertise of their longest tenured advisors, including James Hanley, Timothy Struck, and Bruce Bruinsma, who have consistently delivered exceptional guidance and stewardship to their clients over the years. With their comprehensive knowledge, personalized service, and dedication to meeting the unique financial goals of their clients, Envoy Advisory Inc. stands as a trusted investment advisory firm, capable of providing expert assistance to individuals, employers, and their respective retirement plans.

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.

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.