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.

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.

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.

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.

R. W. Baker Wealth Management Group LLC, headquartered in Cheyenne, Wyoming, is a distinguished investment advisory firm catering to high net worth individuals. With over 130 individual clients and an impressive $95,730,000 in assets under management, they provide comprehensive wealth management solutions. While 401K and individual accounts account for less than 30% of their assets, R. W. Baker Wealth Management Group LLC also possesses the expertise to efficiently manage employer funds. As a small firm, R. W. Baker Wealth Management Group LLC prides itself on personalized service and attention to detail. Their team of seasoned professionals, consisting of one investment advisor, is dedicated to delivering tailored investment strategies that align with their clients' financial goals and risk tolerance. The firm's compensation structure includes various options, such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and transparency. R. W. Baker Wealth Management Group LLC stands out in the industry with an average of $95,730,000 in assets under management per investment advisor, showcasing their commitment to providing individualized care. Among their highly qualified staff, Rosalyn Baker and Candice Wisdom hold the distinction of being the firm's longest-tenured registered advisors, offering a wealth of experience and expertise. With their deep understanding of the market and unwavering commitment to client success, R. W. Baker Wealth Management Group LLC continues to build long-term relationships based on trust and integrity. As they assist clients in navigating the complexities of wealth management, their reputation for excellence remains unrivaled in the industry.

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.

BSW Wealth Partners, a prominent local investment advisory firm headquartered in Boulder, CO, boasts a formidable reputation in managing assets for high net worth individuals. With over 90 individual clients and a staggering $1,624,159,000 in assets under management, their expertise and dedication have made them a trusted partner in wealth management. Operating out of two offices, BSW Wealth Partners ensures accessibility and personalized service for their discerning clientele. With an impressive 97% of their managed assets falling under discretionary management, BSW Wealth Partners demonstrates their commitment to delivering tailored investment strategies and effective decision-making. The firm's compensation structure encompasses various models, including a percentage of assets under management, fixed fees, and hourly charges, enabling flexibility and alignment with client needs. Boasting a dedicated team of 30 employees, with 20 individuals focused on investment advisory services, BSW Wealth Partners emphasizes the importance of expertise and personalized attention. Each investment advisor manages an average of approximately $81,210,000 in assets under management, aligning with the industry average and ensuring optimal portfolio oversight. BSW Wealth Partners prides itself on its seasoned team, with several of the firm's longest-tenured advisors, such as David Wolf, Craig Seidler, and Raleigh Riddoch, bringing a wealth of experience and knowledge to their clients. With their unwavering commitment to delivering exceptional financial guidance and wealth management solutions, BSW Wealth Partners has established itself as a leading investment advisory firm in Boulder, CO, and beyond.

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.