Townsend is a local investment advisory firm based out of Westminster, CO with two offices. With a team of 29 employees, 13 of whom provide investment advisory services, Townsend serves over 920 individual clients, managing a total of over $991,010,000 in assets. Their compensation structure encompasses various types, including a percentage of assets under management. On average, each investment advisor at Townsend manages approximately $56,010,000 in assets, which is in line with the industry average. While the majority of the assets managed by Townsend are for high net worth individuals, they also have the capability to manage employer funds, although 401K and individual accounts make up less than 30% of their assets under management. Townsend operates under a discretionary management approach, meaning that they have full authority to make investment decisions on behalf of their clients. Additionally, they offer insurance brokerage and agent services, providing a comprehensive range of financial solutions. The firm takes pride in its team of experienced advisors, some of whom have been with Townsend for an extended period. Notable long-tenured advisors include Shawn Kelly, Theresa Thomas, and Jeffery Townsend. With their expertise and commitment to client satisfaction, Townsend strives to provide personalized investment strategies and financial guidance to individuals and businesses in the Westminster area and beyond.

Mountain Capital Investment Advisors Inc is a local investment advisory firm based out of Westminster, CO, specializing in providing comprehensive investment advisory services. With four well-established offices, they have built a strong presence in the region. The firm boasts a team of 12 highly skilled professionals, each dedicated to offering personalized investment advice to their clients. With an impressive average of $36,670,000 in assets under management per investment advisor, Mountain Capital Investment Advisors Inc demonstrates their expertise in managing substantial portfolios. Their compensation structure is flexible, allowing for a percentage of assets under management, ensuring alignment with clients' investment goals. Notably, Mountain Capital Investment Advisors Inc excels in handling employer 401Ks and individual assets, accounting for nearly half of their impressive $440,000,000 in assets under management. Their exceptional experience in this space sets them apart as trusted advisors in retirement planning and wealth management. All assets managed by Mountain Capital Investment Advisors Inc are discretionary, showcasing their clients' trust in their expertise and decision-making capabilities. With over 680 individual clients, the firm has fostered long-standing relationships built on trust, transparency, and excellent service. The company prides itself on its team's expertise and dedication, including seasoned advisors such as Jordan Tarry, Karl Spurzem, and Brandt Burns, who have contributed significantly to the firm's success. Mountain Capital Investment Advisors Inc continues to strive for excellence, empowering their clients to achieve their financial goals and secure their financial future.

Green Alpha Investments, a small investment advisory firm based out of Louisville, CO, is dedicated to sustainable investing. With a team of five employees, including three investment advisors, they strive to deliver exceptional financial results while aligning with environmentally and socially responsible principles. The firm boasts an impressive average of approximately $1,001,990,000 in assets under management per investment advisor, surpassing the industry average. This success can be attributed to their comprehensive compensation structure, which includes various types of fees such as a percentage of assets under management, fixed fees, and performance-based fees. Green Alpha Investments has established a strong presence in the market, serving over 90 individual clients and managing more than $336,047,000 in assets. A remarkable 71% of these assets are under the firm's discretionary management, showcasing their expertise and ability to make strategic investment decisions on behalf of their clients. Driven by their commitment to sustainable investing, Green Alpha Investments focuses on identifying companies that are at the forefront of environmental and social innovation. By integrating sustainability considerations into their investment strategies, they aim to generate both financial returns and positive societal impact. With their headquarters situated in Louisville, CO, Green Alpha Investments takes advantage of the vibrant business environment and entrepreneurial culture prevalent in the area. Their dedication to sustainable investing, coupled with their strong track record and client-centric approach, positions them as a trusted partner for individuals seeking to align their financial goals with their values.

Prudent Man Investment Management, a small investment advisory firm based out of Lousiville, CO, specializes in providing top-notch investment advisory services. With a total of four dedicated employees, each advisor at Prudent Man is committed to delivering exceptional results to their clients. They pride themselves on their impressive track record and their ability to effectively manage substantial assets. On average, each investment advisor at Prudent Man oversees approximately $183,770,000 in assets under management, a figure that surpasses the industry average. This demonstrates their expertise in handling substantial portfolios and their ability to generate favorable returns for their clients. Their compensation structure is flexible, offering various options such as a percentage of assets under management and hourly charges, ensuring transparency and aligning their interests with their clients. Prudent Man Investment Management boasts a substantial client base, with over 140 individual clients entrusting them with assets totaling over $233,146,000. Their primary focus lies in managing assets for high net worth individuals, although they also possess the expertise to handle employer funds if required. Impressively, 96% of the assets they manage are under their discretionary management, showcasing their clients' trust in their investment strategies. Operating from a single office in Lousiville, CO, Prudent Man Investment Management has established a strong presence in the local market. Their success can be attributed to their team of experienced advisors, including Christopher Reading, Keith Diamond, and Ronald Proctor, who have been with the firm for an extended period, contributing their wealth of knowledge and expertise to the firm's continued growth.

PEAK ASSET MANAGEMENT, LLC is a reputable investment advisory firm located in Louisville, CO. With its central office in the heart of the city, Peak Asset Management serves a diverse range of clients seeking professional financial guidance. The firm boasts a dedicated team of 15 experienced professionals, 11 of whom specialize in providing top-notch investment advisory services. Having achieved an average of $63,880,000 in assets under management per investment advisor, Peak Asset Management's performance aligns with the industry average. The firm's compensation structure encompasses various types, including a percentage of assets under management, ensuring their interests remain aligned with their clients' financial goals. While 401K and individual accounts account for less than 30% of their assets under management, Peak Asset Management possesses the capability to effectively manage employer funds. Notably, 96% of the assets they handle are discretionary, granting them the flexibility to make informed investment decisions on behalf of their clients. The firm predominantly serves high net worth individuals, managing assets for over 110 individual clients, totaling an impressive $702,641,000. Among its distinguished team of advisors, John Mccorvie, Noel Bennett, and Terrance Hefty stand out as some of the longest-tenured professionals at Peak Asset Management. With a steadfast commitment to excellence and a track record of success, Peak Asset Management, LLC continues to solidify its position as a trusted advisor within the financial industry. Their comprehensive range of services and client-centric approach ensure that investors receive personalized strategies tailored to their unique financial objectives.

Platte River Wealth Advisors, LLC is a prominent investment advisory firm located in Louisville, CO. With a team of three highly skilled professionals, they specialize in providing top-notch investment advisory services. The firm boasts an impressive average of approximately $205,030,000 in assets under management per investment advisor, significantly surpassing the industry average. Platte River Wealth Advisors, LLC employs a comprehensive compensation structure, including various types such as a percentage of assets under management and performance-based fees. Their dedication to delivering exceptional results has earned them a strong client base of over 20 individual clients, with a remarkable $447,851,000 in assets under management. Primarily catering to high net worth individuals, the firm manages a majority of discretionary assets. Operating from a single office, Platte River Wealth Advisors, LLC is a small yet highly reputable investment advisory firm. The firm takes pride in the longevity and expertise of its advisors. Warren Baker, Jenny Dudrey, and Tyler Olsen stand out as some of the longest tenured professionals, contributing their wealth of experience and knowledge to the firm's success. Platte River Wealth Advisors, LLC distinguishes itself through its unwavering commitment to providing exceptional investment advisory services, strategically managing assets, and consistently delivering impressive results for their esteemed clientele. With their profound expertise and a client-centric approach, the firm continues to make a significant impact in the financial industry.

Cornerstone Investment Advisors, LLC is a small investment advisory firm based out of Boulder, CO. With a team of two dedicated professionals, they specialize in providing comprehensive investment advisory services to their clientele. Each investment advisor at Cornerstone Investment Advisors, LLC handles an average of $35,170,000 in assets under management. Their compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. This ensures that clients can choose the payment method that aligns with their specific needs. With over 70 individual clients, Cornerstone Investment Advisors, LLC manages a substantial portfolio totaling over $128,716,000 in assets. The majority of these assets are for high net worth individuals, although the firm also caters to 401K and individual accounts, which collectively represent less than 30% of their assets under management. Additionally, they possess the capability to manage employer funds. Out of the assets they oversee, 73% are under discretionary management, showcasing their expertise in making informed investment decisions on behalf of their clients. Cornerstone Investment Advisors, LLC operates from a single office in Boulder, CO, serving their diverse clientele with personalized attention. The firm takes pride in its longstanding registered advisors, with David Darmour and Dennis Channer being two of the most experienced professionals on their team. By combining their expertise and a client-centric approach, Cornerstone Investment Advisors, LLC strives to deliver exceptional investment advisory services to help clients achieve their financial goals.

Colorado Financial Management LLC, based in Boulder, CO, is a reputable investment advisory firm serving clients in the local community and beyond. With a total of 17 skilled professionals on their team, including 9 dedicated investment advisors, they possess the expertise and experience necessary to provide comprehensive financial management solutions. On average, each investment advisor oversees approximately $100,140,000 in assets under management, which aligns with the industry average. The firm's compensation structure is designed to reward performance and includes various types of remuneration, such as a percentage of assets under management. Colorado Financial Management LLC boasts an extensive client base of over 450 individuals, collectively entrusting them with more than $1,951,918,000 in assets under management. The majority of these assets are managed on behalf of high-net-worth individuals, reflecting the firm's ability to cater to the specific needs and goals of affluent clients. While the firm's focus primarily revolves around discretionary management of assets, it's worth noting that they also have the capability to handle employer funds, although 401K and individual accounts represent a smaller portion of their overall assets under management, accounting for less than 30%. With three offices spread across Boulder, Colorado Financial Management LLC ensures accessibility and convenience for their clientele. Noteworthy among the firm's professionals are Mathias Silberstein, Joshua Miller, and Bradley Bickham, who bring a wealth of experience and tenure to the team. Their commitment to personalized service and astute financial guidance has solidified Colorado Financial Management LLC's position as a trusted local investment advisory firm.

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.

Harbor Financial Group, Inc., based out of Boulder, CO, is a reputable investment advisory firm catering to high net worth individuals. With over 170 individual clients and more than $283,085,000 in assets under management, the firm has established a strong presence in the financial industry. With two offices in operation, Harbor Financial Group, Inc. offers comprehensive investment management services. While 401K and individual accounts account for less than 30% of their assets under management, the firm possesses the expertise to handle employer funds. Notably, 98% of the assets they manage are discretionary, highlighting their clients' trust in their investment strategies. Harbor Financial Group, Inc. employs a diverse compensation structure, which includes a percentage of assets under management, hourly charges, and fixed fees. This flexibility ensures that clients have options tailored to their unique needs and preferences. With a total of 8 employees, 4 of whom specialize in investment advisory services, the firm maintains a favorable advisor-to-assets ratio. On average, each investment advisor oversees approximately $70,770,000 in assets under management, aligning with industry standards. Notably, Elyse Foster, one of the firm's registered advisors, boasts extensive experience and tenure with Harbor Financial Group, Inc. since 1999. This long-standing presence speaks to the firm's commitment to providing seasoned expertise and building enduring client relationships. As Harbor Financial Group, Inc. continues to grow its client base and manage substantial assets, it remains dedicated to delivering personalized investment strategies and fostering financial success for its discerning clientele.

Tifin Give is a highly respected investment advisory firm based in Boulder, CO. With two office locations, the firm is dedicated to providing comprehensive financial solutions to its clients. While the exact number of individual clients is unknown, Tifin Give manages over $1,753,000 in assets, reflecting their commitment to helping clients achieve their financial goals. Specializing in employer 401Ks and individual accounts, Tifin Give manages over 80% of their assets under management in these areas. This expertise positions them as highly qualified to manage 401K plans for employers and employees alike, ensuring effective and tailored investment strategies. The firm exercises full discretion over 100% of the assets they manage, granting them the authority to make informed investment decisions on behalf of their clients. Their compensation structure includes fixed fees, providing transparency and alignment in their client relationships. With a team of 13 employees, a small percentage of whom provide investment advisory services, Tifin Give maintains an average of approximately $1,750,000 in assets under management per investment advisor. This figure reflects the firm's dedication to offering personalized attention and customized financial solutions to their clients. Tifin Give operates with a client-centric approach, focusing on their clients' unique financial needs and goals. While specific details about the firm's history and advisors are unknown, their commitment to managing assets and delivering exceptional service establishes them as a reputable investment advisory firm in the Boulder, CO area.