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.

Peace Of Mind Financial Planning, Inc is a small investment advisory firm based out of Colorado Springs, CO. With a team of six employees, including three dedicated investment advisors, they provide personalized financial planning services to individuals and employer 401K plans. Known for their commitment to client satisfaction, Peace Of Mind Financial Planning, Inc manages a total of over $105,787,000 in assets under management. The firm's investment advisors have an average of approximately $94,350,000 in assets under management per advisor, which aligns with the industry average. Their compensation structure is diverse, offering options such as a percentage of assets under management, hourly charges, and fixed fees to meet the unique needs of their clients. Peace Of Mind Financial Planning, Inc's extensive experience in managing employer 401Ks and individual assets has earned them a reputable standing in the financial planning industry. With over 100 individual clients, they have demonstrated their expertise in helping individuals achieve their financial goals. With their main office located in Colorado Springs, Peace Of Mind Financial Planning, Inc serves a diverse range of clients seeking comprehensive financial planning and investment advisory services. Linda Leitz and Danielle Parris-Exline, two of the longest tenured registered advisors with the firm, contribute their expertise and dedication to providing peace of mind to their clients.

Nilsine Partners, LLC, a reputable investment advisory firm located in Greenwood Village, CO, specializes in offering comprehensive financial solutions. With a dedicated team of 12 employees, including seven skilled investment advisors, the firm provides expert guidance to clients seeking to maximize their investment portfolios. Backed by a profound understanding of the market and extensive experience in the industry, Nilsine Partners, LLC is known for its exceptional track record. At Nilsine Partners, LLC, the average assets under management per investment advisor amount to an impressive $149,870,000, surpassing the industry average. The firm's compensation structure is designed to align the interests of the advisors and their clients. It incorporates various fee types, such as a percentage of assets under management and fixed fees, ensuring a fair and transparent relationship. With discretion over 79% of the assets they manage, Nilsine Partners, LLC caters to a clientele consisting mainly of high net worth individuals. Currently, the firm oversees a substantial portfolio of over $1,049,117,000 in assets under management, serving more than 120 individual clients. The exceptional service provided by the team has cultivated long-standing relationships with clients who trust Nilsine Partners, LLC to safeguard and grow their wealth. Notably, Nilsine Partners, LLC takes pride in its team of seasoned advisors. Among them are Joshua Deloach, Teresa Friess, and Aaron Seeman, whose tenure speaks volumes about their expertise and dedication to clients' financial success. Their commitment to personalized strategies and a deep understanding of market dynamics sets Nilsine Partners, LLC apart in the competitive investment advisory landscape.

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.

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.

Panoramic Investment Advisors, based out of Glendale, CO, is a local investment advisory firm with a dedicated team of professionals. With a total of 10 employees, 7 of them specialize in providing comprehensive investment advisory services to a diverse clientele. Their team of experienced advisors possesses extensive knowledge and expertise, ensuring high-quality financial guidance. The firm boasts an impressive average of approximately $26,280,000 in assets under management per investment advisor, exemplifying their ability to handle substantial portfolios effectively. Panoramic Investment Advisors manages over $198,391,000 in assets for more than 430 individual clients. Notably, they have developed a strong reputation and expertise in managing employer 401Ks and individual assets, constituting approximately half of their total assets under management. Panoramic Investment Advisors operates on a discretionary basis, giving them full authority to make investment decisions on behalf of their clients. Their compensation structure is flexible and diverse, incorporating various methods such as a percentage of assets under management and fixed fees, ensuring that their clients receive personalized and fair remuneration. In addition to investment advisory services, Panoramic Investment Advisors also serves as an insurance broker or agent, offering comprehensive coverage options to their clients. With four offices spread across Glendale, the firm is conveniently accessible to provide in-person consultations and maintain strong client relationships. Renowned for their commitment to exceptional service, Panoramic Investment Advisors is distinguished by their long-standing advisors. Esteemed professionals such as William Tanner, Donald Hafner, and Michael Davis have played pivotal roles in the firm's success and continue to provide valuable expertise to their clients.

Noble Wealth Management P.B.C. is a well-established investment advisory firm located in Greenwood Village, CO. With its main office in this vibrant city, the company serves a diverse range of clients seeking expert financial guidance. With a total of five dedicated employees, Noble Wealth Management P.B.C. prides itself on offering personalized and comprehensive investment advisory services. The firm's team of four experienced advisors specializes in managing assets, providing clients with expert guidance on investment strategies. With an average of $60,210,000 in assets under management per investment advisor, Noble Wealth Management P.B.C. maintains an industry-average position. They employ various compensation structures, including a percentage of assets under management and fixed fees, ensuring their interests align with their clients' success. Noble Wealth Management P.B.C. focuses on discretionary asset management, with an impressive 99% of the assets they oversee falling under this category. They primarily cater to high net worth individuals, who entrust the firm with over $240,848,000 in assets under management across 40 individual clients. This substantial portfolio reflects the firm's commitment to building long-term relationships based on trust, transparency, and reliable financial advice. Christopher Rhyme, Mark Asaro, and Daniel Newman are among the esteemed advisors who have been with Noble Wealth Management P.B.C. for an extensive period. Their unwavering dedication and expertise contribute to the firm's success and solidify its reputation as a trusted partner in wealth management. Noble Wealth Management P.B.C. continues to serve its clients with integrity and a commitment to achieving their financial goals. With their extensive knowledge and experience, the firm remains at the forefront of the investment advisory industry, delivering tailored solutions to meet each client's unique needs.

Gallacher Capital Management, LLC is a local investment advisory firm based out of Lone Tree, CO. With four offices, they serve a diverse client base with a focus on personalized financial planning and investment strategies. With a team of 13 professionals, including 9 dedicated investment advisors, they provide expert guidance and advice to their clients. The firm manages an average of approximately $46,940,000 in assets per investment advisor, which falls within the industry average. Their compensation structure encompasses various types, such as a percentage of assets under management, fixed fees, and performance-based fees. While employer funds constitute a significant portion of their managed assets, comprising over 70%, they also have the capability to manage 401K and individual accounts. In addition to their investment advisory services, Gallacher Capital Management, LLC offers insurance brokerage services, ensuring comprehensive coverage for their clients. They take a discretionary approach to managing approximately 90% of the assets they oversee, providing flexibility and adaptability to market changes. The firm boasts an extensive client roster, catering to over 380 individuals, and effectively managing over $422,441,000 in assets. The team at Gallacher Capital Management, LLC is comprised of seasoned professionals, including John Gillespie, Michael Bosen, and Kevin Gallacher, who have demonstrated long-standing commitment to their clients and the firm's success. With their wealth of expertise and dedication, Gallacher Capital Management, LLC is committed to helping clients achieve their financial goals and secure their financial future.

Bonfire Financial, LLC, a small investment advisory firm headquartered in Colorado Springs, CO, is dedicated to providing personalized financial guidance and investment management services. With a knowledge cutoff in 2021, Bonfire Financial, LLC has established a solid reputation over the years and currently serves more than 170 individual clients, managing a substantial portfolio of over $142,133,000 in assets. Notably, nearly half of their assets under management are sourced from employer 401Ks and individuals, showcasing their expertise in this area. The firm distinguishes itself with a comprehensive compensation structure, offering various types of fees such as a percentage of assets under management, fixed fees, and hourly charges. This flexible approach ensures that clients can choose a payment option that aligns with their unique needs and preferences. Bonfire Financial, LLC prides itself on its team of experienced professionals, with four dedicated employees, three of whom provide expert investment advisory services. Each investment advisor at the firm oversees an average of approximately $47,380,000 in assets under management, which falls in line with industry standards. Noteworthy among the team are Nicholas Coleman, Brian Colvert, and Rolla Colvert, who have demonstrated long-standing commitment and expertise within the firm. By maintaining a focus on discretion and tailoring their services to individual client goals, Bonfire Financial, LLC aims to build lasting relationships and help their clients achieve financial success. With their proven track record and dedication to personalized guidance, Bonfire Financial, LLC is a trusted partner for individuals and organizations seeking professional investment advisory services in Colorado Springs and beyond.

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.

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.