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.

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.

Navigation Wealth Management, based out of Fort Collins, CO, is a highly reputable investment advisory firm. With over 580 individual clients and an impressive $109,650,000 in assets under management, they have established themselves as a trusted partner in wealth management. Catering to a diverse clientele, Navigation Wealth Management specializes in handling employer 401Ks and individual accounts, boasting extensive experience in this field. The firm prides itself on managing 100% of their clients' assets on a discretionary basis, providing a high level of trust and expertise. With a strong team of 9 dedicated employees, each of whom offers exceptional investment advisory services, Navigation Wealth Management maintains a client-centric approach. Their compensation structure is flexible, including options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring a tailored and transparent relationship with their clients. The firm's investment advisors excel in managing an average of approximately $12,180,000 in assets each, showcasing their proficiency and commitment to achieving optimal results for their clients. Among their most seasoned advisors are Chris Davies, Adam Brunin, and James Davies, who have played instrumental roles in the firm's success. Located in Fort Collins, CO, Navigation Wealth Management is deeply rooted in the local community. Their dedication to providing comprehensive and personalized investment advisory services has earned them a stellar reputation as a go-to firm for individuals and businesses seeking financial guidance and long-term wealth management strategies.

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.

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.

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.

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.

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.

Integrity Financial Corporation, headquartered in Cheyenne, WY, is a prominent investment advisory firm serving both individual and institutional clients. With over 1,100 individual clients and a staggering $462,713,000 in assets under management, the company has established itself as a trusted partner in financial management. Operating across eight offices, Integrity Financial Corporation offers a comprehensive range of investment services to cater to the diverse needs of its clientele. While 401K and individual accounts contribute less than 30% to their extensive assets under management, the firm possesses the expertise and capability to efficiently manage employer funds. An impressive 86% of the assets they oversee are discretionary, highlighting their commitment to personalized and strategic investment solutions. Integrity Financial Corporation's compensation structure encompasses various types, including a percentage of the assets under management. With a total workforce of 21 dedicated professionals, 18 of whom provide investment advisory services, the firm ensures that each client receives personalized attention and expert guidance. On average, each investment advisor manages approximately $25,710,000 in assets under management, reflecting their commitment to delivering exceptional service and maintaining long-term client relationships. Notably, Integrity Financial Corporation boasts a team of seasoned advisors, including Sarah Archer, Deann Cross, and Kristofer Gray, who have demonstrated their expertise and commitment over many years. Their collective experience and knowledge contribute to the firm's solid reputation and success in the industry. As Integrity Financial Corporation continues to grow and thrive, they remain dedicated to providing comprehensive investment advisory services, tailored to meet the unique financial goals of their clients.

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.

Silverpeak Wealth Advisors, based in Boulder, CO, is a distinguished investment advisory firm catering to high net worth individuals. With a team of four dedicated professionals, including three experienced investment advisors, they provide expert guidance in managing clients' wealth. Each investment advisor oversees an average of approximately $41,850,000 in assets under management, ensuring personalized attention and strategic investment strategies. Silverpeak Wealth Advisors offers a flexible compensation structure that includes various options such as a percentage of assets under management, fixed fees, and hourly charges. This approach allows clients to choose a payment method that aligns with their unique financial goals and preferences. With an impressive client base of over 90 individuals, Silverpeak Wealth Advisors manages assets totaling more than $136,217,000. While the majority of their assets are from high net worth individuals, the firm also possesses the expertise to manage employer funds, although 401K and individual accounts comprise less than 30% of their assets under management. Operating under a discretionary management approach, Silverpeak Wealth Advisors has the authority to make investment decisions on behalf of their clients. This level of trust underscores the firm's commitment to delivering exceptional results and meeting clients' specific investment objectives. Located in Boulder, CO, Silverpeak Wealth Advisors maintains a single office. The firm takes pride in its long-tenured advisors, including Margaret Jacques, Kirsten Roeber, and Henry Nicholson, who contribute their extensive industry knowledge and experience to the success of the company.