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.

Altus Wealth Group, LLC is a reputable local investment advisory firm headquartered in Colorado Springs, CO, boasting a network of three strategically located offices. With a total of nine dedicated employees, seven of whom specialize in providing expert investment advisory services, Altus Wealth Group, LLC maintains a strong presence in the financial industry. Each investment advisor manages an average of approximately $55,170,000 in assets under management, positioning the firm on par with the industry average. Altus Wealth Group, LLC utilizes a comprehensive compensation structure that includes various types of fees, such as a percentage of assets under management and fixed fees. Notably, nearly half of their assets under management are sourced from employer 401(k) plans and individual investors, showcasing their extensive experience in this realm. Remarkably, a substantial 73% of the assets they manage are discretionary, reflecting the trust placed in the firm's expertise. Catering predominantly to high net worth individuals, Altus Wealth Group, LLC serves over 570 individual clients, collectively managing an impressive $386,173,000 in assets. The firm takes pride in its team of seasoned advisors, including notable professionals such as Dustin Bench, Jill Reitmeyer, and Michael Harrington, who have been instrumental in the firm's long-standing success. With their expertise and commitment to providing tailored financial guidance, Altus Wealth Group, LLC continues to solidify its reputation as a trusted partner for individuals seeking comprehensive investment advisory services.

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.

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.

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.

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.

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.