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.

Kilterhowling LLC, based out of Boulder, CO, is a small investment advisory firm catering to high net worth individuals. With over 150 individual clients and $196,337,000 in assets under management, the company has established itself as a trusted partner in wealth management. Kilterhowling's two offices are staffed by a team of four dedicated professionals, all of whom provide expert investment advisory services. While 401K and individual accounts make up less than 30% of their assets under management, Kilterhowling has the capability to manage employer funds as well. Notably, 88% of the assets they oversee are discretionary, giving the firm significant freedom to execute their investment strategies. Kilterhowling's compensation structure is diverse, including a percentage of assets under management and other forms of remuneration. Their investment advisors manage an average of approximately $49,080,000 in assets, which aligns with the industry average. With a focus on long-term client relationships, Kilterhowling boasts a team of experienced advisors, including Kreighton Bieger, William Stites, and Dawneen Oehlerich, who have been with the firm for an extended period. Their tenure reflects their expertise and commitment to delivering exceptional service. As Kilterhowling LLC continues to grow its client base and assets under management, the firm remains dedicated to providing personalized investment advisory services that align with each client's financial goals and aspirations.

Boulder Wealth Advisors, LLC is a reputable investment advisory firm based in Boulder, CO. With over 80 individual clients and an impressive $180,942,000 in assets under management, they have established themselves as a trusted partner in wealth management. This small firm operates from a single office and offers a range of financial services to their diverse client base. While Boulder Wealth Advisors primarily manages assets for high-net-worth individuals, they also have the expertise to handle employer funds. Notably, 100% of the assets they manage are discretionary, emphasizing their commitment to providing tailored investment strategies that align with their clients' goals and risk profiles. The firm's compensation structure is flexible and accommodates different client needs. They employ a variety of payment methods, including a percentage of assets under management, hourly charges, and fixed fees. This ensures that clients have options when it comes to selecting the most suitable compensation arrangement for their specific requirements. With a dedicated team of three employees, two of whom provide investment advisory services, Boulder Wealth Advisors is well-equipped to deliver personalized and informed financial advice. Their average assets under management per investment advisor, approximately $90,470,000, is on par with the industry average, highlighting their ability to efficiently manage substantial portfolios. Notably, Gary Shirman and Michael Hake are two of the firm's longest-tenured registered advisors, further underscoring their experience and commitment to client success. Boulder Wealth Advisors, LLC continues to provide comprehensive wealth management solutions to their valued clients, ensuring financial security and peace of mind.

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 GROW LLC, headquartered in Boulder, CO, is a highly reputable investment advisory firm with a strong track record in managing assets. With a total of 24 employees, a small percentage of them are dedicated to providing exceptional investment advisory services to a diverse clientele. TIFIN GROW LLC stands out in the industry by averaging approximately $169,260,000 in assets under management per investment advisor, surpassing the industry average. Their compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. TIFIN GROW LLC caters to over 10 individual clients, overseeing an impressive portfolio worth more than $3,939,000 in assets under management. Their client base primarily comprises employer 401(k) plans and individuals, accounting for over 80% of the assets they manage. Boasting a comprehensive understanding of 401(k) plans, TIFIN GROW LLC possesses the expertise required to effectively manage retirement accounts for both employers and employees. All of the assets under their management are handled with discretion, ensuring a personalized and tailored approach to investment strategies. Operating from two offices, TIFIN GROW LLC prides itself on a dedicated team of professionals. Among them is Daria Duncan, a highly experienced registered advisor who has been with the firm since 2023. With their commitment to providing exceptional investment advisory services, TIFIN GROW LLC is well-positioned to meet the diverse financial needs of their clients and guide them toward long-term financial success.

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.

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.

IFAM CAPITAL, based in Fort Collins, CO, is a highly reputable local investment advisory firm with three offices. With an experienced team of 13 professionals, including six dedicated investment advisors, they provide exceptional financial guidance and services. IFAM Capital stands out in the industry with an impressive average of approximately $199,250,000 in assets under management per investment advisor, significantly exceeding the industry average. Their compensation structure is diverse and includes various types such as a percentage of assets under management and performance-based fees. This ensures that their interests are aligned with their clients' success, driving them to deliver excellent results. With over 570 individual clients, IFAM Capital manages a substantial amount of assets under management, totaling over $1,468,655,000. While less than 30% of these assets come from 401K and individual accounts, the firm possesses the capability to effectively manage employer funds. One of IFAM Capital's distinguishing features is the discretionary nature of their services, as 99% of the assets they manage fall under this category. This demonstrates the firm's expertise in making strategic investment decisions on behalf of their clients, allowing them to optimize returns and mitigate risks effectively. The team at IFAM Capital boasts a roster of accomplished advisors, including Wayne Jamerson, Brian Sullivan, and Clayton Hartman, who have been with the firm for a considerable period. Their long tenures serve as a testament to the firm's commitment to fostering lasting relationships and providing reliable financial counsel. IFAM Capital's dedication to excellence, high asset averages, and extensive experience make them a trusted choice for individuals and businesses seeking expert investment advisory services in Fort Collins, CO.

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.

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.

Vital Investment Management LLC, a small investment advisory firm headquartered in Loveland, CO, is renowned for its expertise in managing assets for high net worth individuals. With over 190 individual clients and more than $157,690,000 in assets under management, the firm has established a solid reputation in the industry. Led by a team of dedicated professionals, Vital Investment Management LLC offers comprehensive investment advisory services with a strong emphasis on discretionary management. Boasting an impressive track record, approximately half of the firm's assets under management come from employer 401Ks or individuals. Their vast experience in this space has enabled them to navigate complex financial landscapes and deliver exceptional results for their clients. Vital Investment Management LLC employs a diverse compensation structure, which includes a percentage of assets under management, hourly charges, and fixed fees, ensuring alignment with their clients' unique needs and preferences. With a total of 5 employees, including 3 investment advisors, Vital Investment Management LLC maintains a close-knit team that fosters a personalized and attentive approach to client relationships. Each investment advisor manages an average of approximately $52,560,000 in assets under management, reflecting the firm's commitment to providing quality service. The firm takes pride in its long-tenured advisors, such as Dillon Goodman, Brian Nienhaus, and David Eads, who bring a wealth of experience and expertise to the table. These seasoned professionals contribute to the firm's reputation for delivering trusted investment guidance and achieving favorable outcomes for their clients. Vital Investment Management LLC continues to build on its strong foundation, seeking opportunities to enhance its clients' financial well-being through strategic investment management and sound financial planning.