Maia Wealth, a reputable local investment advisory firm headquartered in Denver, CO, is committed to providing comprehensive financial solutions for their clients. With a team of 29 talented professionals, including 22 dedicated investment advisors, they offer a wealth of expertise and experience. Their impressive average of approximately $1,858,300,000 in assets under management per investment advisor far surpasses industry standards. At Maia Wealth, their compensation structure caters to diverse client needs and preferences. They offer various options, such as a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and flexibility. With over 610 individual clients and more than $213,542,000 in assets under management, Maia Wealth predominantly serves high-net-worth individuals. While their focus lies in managing discretionary assets, which account for a remarkable 96% of their portfolio, they also possess the capability to handle employer funds, although 401K and individual accounts comprise less than 30% of their assets. Operating from eight strategically located offices, Maia Wealth maintains strong connections within the Denver community. They take pride in their long-tenured advisors, such as Desmond Dimond, Zachary Schiffer, and David Owens, who contribute a wealth of knowledge and expertise to the firm. As a trusted partner for wealth management, Maia Wealth continues to strive for excellence, delivering personalized solutions and superior investment advisory services to help their clients achieve their financial goals.

Financially Speaking Inc, based in Greenwood Village, CO, is a reputable investment advisory firm that caters to over 300 individual clients. With assets under management exceeding $149,504,000, the firm is well-positioned to offer comprehensive financial solutions. Specializing in employer 401K plans and individual investments, Financially Speaking Inc boasts an impressive track record, with over 80% of their managed assets falling under these categories. With an office in Greenwood Village, Financially Speaking Inc is conveniently located to serve their diverse clientele. Their team of four dedicated professionals, including two experienced investment advisors, ensures personalized attention and expert guidance. As an employer, entrusting them with the management of a 401K plan guarantees professional handling and optimal results. The firm's compensation structure caters to various needs, offering a choice between a percentage of assets under management and fixed fees. This flexibility allows clients to select an arrangement that aligns with their preferences and financial goals. Philip Luccock, one of the firm's registered advisors, has been an invaluable member of the team since 2002. His extensive tenure showcases Financially Speaking Inc's commitment to long-term relationships and client satisfaction. Overall, Financially Speaking Inc stands out for their impressive asset management, industry expertise, and dedication to delivering exceptional financial services. Whether individuals seek to grow their personal investments or employers require a reliable partner for managing 401K plans, Financially Speaking Inc provides the knowledge and experience needed to achieve financial success.

Lotusgroup Advisors, a trusted local investment advisory firm headquartered in Denver, CO, has established a strong presence in the wealth management industry. With three offices in the area, the firm is well-positioned to serve a diverse clientele. They currently manage a robust portfolio with over $198,955,000 in assets under management for more than 100 individual clients. While 401K and individual accounts contribute to less than 30% of their assets under management, Lotusgroup Advisors possesses the expertise and capability to manage employer funds, expanding their range of services. Impressively, 71% of the assets they manage are under discretionary management, showcasing their clients' trust in their investment decisions. Catering primarily to high net worth individuals, Lotusgroup Advisors demonstrates its proficiency in managing substantial assets. Their compensation structure is designed to align with clients' interests and includes options such as a percentage of assets under management. With a team of 8 dedicated professionals, including 5 investment advisory specialists, Lotusgroup Advisors offers personalized and strategic financial guidance. Each investment advisor manages an average of approximately $39,790,000 in assets, ensuring a focused approach to client portfolios. Notably, Nicholas Pirnack, Raphael Martorello, and Andleib Seth stand as some of the longest-tenured advisors within the firm, exemplifying their commitment to delivering exceptional service. Lotusgroup Advisors continues to provide comprehensive investment advisory services, leveraging their expertise and experience to help clients achieve their financial objectives. With a client-centric approach and a solid track record, the firm serves as a reliable partner in navigating the complexities of wealth management.

Transform Wealth, LLC, based out of Greenwood Village, CO, is a prominent local investment advisory firm. With over 1,060 individual clients and an impressive $2,201,894,000 in assets under management, they have established themselves as a trusted partner in the financial industry. The firm operates from five offices, strategically positioned to serve their diverse clientele effectively. While Transform Wealth, LLC's assets under management are predominantly derived from non-401K and individual accounts, they possess the expertise and resources to effectively manage employer funds. Notably, all the assets under their management are discretionary, providing clients with a hands-off investment experience. The firm's compensation structure offers clients flexibility, with various options available, including a percentage of assets under management, fixed fees, hourly charges, and performance-based fees. This approach ensures that clients can choose the fee structure that best aligns with their financial goals and preferences. Transform Wealth, LLC boasts a dedicated team of 26 employees, 15 of whom specialize in providing comprehensive investment advisory services. With an average of approximately $146,790,000 in assets under management per investment advisor, they surpass the industry average by delivering exceptional personalized service. The firm takes pride in its team of experienced advisors, some of whom have been with the company for an extended period. Notable long-tenured advisors at Transform Wealth, LLC include Craig Carnick, William Van Keulen, and Clarissa Hobson, who contribute their expertise to the firm's continued success.

Stordahl Capital Management, Inc., a small investment advisory firm based out of Greenwood Village, CO, is dedicated to providing comprehensive financial solutions to their clients. With a team of 7 skilled professionals, including 4 investment advisors, they offer expert guidance and personalized strategies to help clients achieve their financial goals. The firm boasts an impressive average of approximately $22,220,000 in assets under management per investment advisor, showcasing their ability to effectively handle substantial portfolios. Their compensation structure is diverse, incorporating various methods such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and transparency for their clients. With over 110 individual clients and assets under management exceeding $437,426,000, Stordahl Capital Management, Inc. has earned a reputation for managing substantial wealth. While a majority of their assets are dedicated to high net worth individuals, they also possess the capability to effectively manage employer funds, although 401K and individual accounts represent less than 30% of their assets under management. The firm takes pride in its discretionary approach, with 97% of the assets they manage falling under this category. This enables them to make strategic investment decisions on behalf of their clients, providing them with peace of mind and allowing them to focus on other aspects of their lives. Stordahl Capital Management, Inc. operates from a single office and boasts a team of experienced advisors, including Joan Koss, Matthew Knuth, and William Stordahl, who have been with the firm for a considerable period. Their dedication, combined with their expertise, ensures that clients receive top-notch financial guidance and exceptional service.

CEDRUS LLC is a local investment advisory firm headquartered in Littleton, CO. With 16 dedicated employees, 13 of whom specialize in investment advisory services, they offer comprehensive financial solutions to a diverse clientele. Boasting an impressive average of $36,640,000 in assets under management per investment advisor, CEDRUS LLC has firmly established itself as a trusted partner in wealth management. Their compensation structure encompasses various models, such as a percentage of assets under management and fixed fees, ensuring a flexible approach tailored to individual client needs. While the firm primarily manages discretionary assets, comprising 100% of their portfolio, they also possess the expertise to oversee employer funds, although 401K and individual accounts represent a smaller portion of their assets under management. CEDRUS LLC predominantly serves high-net-worth individuals, exemplifying their specialization in catering to the unique financial goals of this demographic. Additionally, they offer insurance brokerage services, further augmenting their comprehensive suite of offerings. With a client base exceeding 510 individuals, CEDRUS LLC currently manages an impressive $476,341,000 in assets. The firm's distinguished roster includes industry veterans such as John Scott, III, Andrew Cormack, and John Haggar, whose extensive experience adds a wealth of knowledge and expertise to the organization. Overall, CEDRUS LLC has positioned itself as a premier investment advisory firm, committed to providing personalized financial strategies and exceptional service to its valued clients in the Littleton community and beyond.

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.

Personal Capital Advisors Corporation, headquartered in Greenwood Village, CO, is a leading regional investment advisory firm with a strong track record in the industry. With a workforce of 367 dedicated professionals, all of whom specialize in providing top-notch investment advisory services, Personal Capital Advisors offers a comprehensive range of financial solutions to their esteemed clientele. The firm's investment advisors boast an impressive average of approximately $43,750,000 in assets under management, demonstrating their expertise and ability to deliver results. They are adept at designing personalized strategies tailored to the unique financial goals and risk tolerance of each client, ensuring a customized approach to wealth management. Personal Capital Advisors Corporation serves an extensive client base, boasting over 28,060 individual clients who entrust them with their financial future. With more than $23,087,723,000 in assets under management, the firm has proven its ability to handle substantial portfolios with precision and diligence. Notably, Personal Capital Advisors has built a solid reputation for their expertise in managing employer 401Ks and individual assets, accounting for roughly half of their assets under management. Their substantial experience in this space allows them to navigate the complexities of retirement planning and investment strategies effectively. Emphasizing their commitment to providing exceptional service, Personal Capital Advisors operates with a discretionary management approach, meaning they have full authority to make investment decisions on behalf of their clients. This allows for timely and proactive adjustments to capitalize on market opportunities and safeguard client portfolios. With one office in Greenwood Village, Personal Capital Advisors Corporation is well-positioned to cater to the investment needs of their diverse clientele. Their dedication to delivering superior financial solutions makes them a trusted partner for individuals seeking comprehensive wealth management services.

Bruce G. Allen Investments, LLC, based out of Denver, CO, is a small investment advisory firm specializing in providing personalized financial services. With a single office location, the firm is committed to delivering exceptional investment advisory services to its clients. Led by Bruce Allen, a seasoned professional in the financial industry, the firm maintains a team of two dedicated employees who collectively offer comprehensive investment strategies. As an investment advisory firm, Bruce G. Allen Investments manages an average of $93,010,000 in assets under management per investment advisor. Their compensation structure is diverse and includes various models such as a percentage of assets under management, fixed fees, and hourly charges. While the firm primarily focuses on managing assets for high net worth individuals, it also possesses the capability to handle employer funds, albeit representing a smaller portion of their assets under management. A notable aspect of Bruce G. Allen Investments is its discretionary management approach, as they oversee 100% of the assets they manage. This approach allows the firm to make investment decisions on behalf of their clients, leveraging their expertise and experience to optimize portfolio performance. In addition to investment advisory services, Bruce G. Allen Investments also offers insurance brokerage services, providing clients with a comprehensive financial package. The firm boasts a substantial client base, with over 90 individual clients and assets under management exceeding $186,015,000. Notably, Anne Sechler and Bruce Allen are among the firm's longest-tenured registered advisors, exemplifying the team's commitment to stability and trusted relationships.

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.

Dodds Wealth, LLC is a reputable local investment advisory firm headquartered in Greenwood Village, CO, operating from two offices. With a team of 11 dedicated professionals, including six investment advisors, Dodds Wealth, LLC offers comprehensive investment advisory services. The firm manages an average of $71,600,000 in assets per investment advisor, aligning with industry standards. Dodds Wealth, LLC employs a flexible compensation structure, which includes various options such as a percentage of assets under management, fixed fees, and hourly charges. While less than 30% of their assets under management are dedicated to 401K and individual accounts, the firm possesses the expertise to effectively manage employer funds. Notably, Dodds Wealth, LLC exercises complete discretion over all the assets they manage, with 100% being under their discretionary control. The firm primarily serves high-net-worth individuals, catering to the unique financial needs of this esteemed clientele. Dodds Wealth, LLC boasts an impressive portfolio of over 190 individual clients, entrusting them with a substantial $429,579,000 in assets under management. With a commitment to providing personalized and tailored investment solutions, Dodds Wealth, LLC strives to optimize the financial well-being of their clients, enabling them to achieve their long-term goals. With their extensive experience, comprehensive services, and unwavering dedication to client satisfaction, Dodds Wealth, LLC has established itself as a trusted partner for individuals seeking expert guidance in wealth management and investment advisory services in the Greenwood Village, CO area.