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.

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.

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.

Sanctuary Advisors, a small investment advisory firm based out of Denver, CO, is dedicated to providing top-notch investment advisory services. With a single office location, Sanctuary Advisors operates with a team of two skilled professionals. The firm boasts an average of approximately $84,830,000 in assets under management per investment advisor, positioning them at par with industry standards. At Sanctuary Advisors, the compensation structure is designed to align with client needs. They offer various types of compensation, including a percentage of assets under management and fixed fees. This approach ensures a fair and transparent relationship between the firm and its clients. Specializing in managing assets for high-net-worth individuals, Sanctuary Advisors has successfully built a portfolio with over $169,654,000 in assets under management across more than 30 individual clients. The firm's expertise lies in crafting personalized investment strategies tailored to each client's financial goals, risk tolerance, and time horizons. Karen Jorgensen and Martin Erzinger stand as two of the firm's most experienced registered advisors, having established a long and reputable tenure with Sanctuary Advisors. Their extensive knowledge and dedication contribute to the firm's exceptional service and success in helping clients navigate the complexities of the investment landscape. Overall, Sanctuary Advisors provides a sanctuary for individuals seeking expert investment advisory services. With their track record, personalized approach, and a commitment to client satisfaction, they aim to empower clients to achieve their financial aspirations with confidence.

Wealth Legacy Institute, Inc., a small investment advisory firm based out of Denver, CO, is dedicated to helping individuals and families create a lasting financial legacy. With over 70 individual clients and an impressive $174,838,000 in assets under management, they possess the expertise to navigate the complex world of investment strategies. While specializing in high net worth individuals, Wealth Legacy Institute, Inc. prides itself on providing tailored solutions to meet the unique needs of each client. With 100% of the assets they manage being discretionary, clients trust them to make informed decisions on their behalf. With their office located in Denver, CO, Wealth Legacy Institute, Inc. is well positioned to serve a diverse range of clients in the area. They possess the capability to manage employer funds, although 401K and individual accounts account for less than 30% of their assets under management. The firm's compensation structure is designed to align their interests with those of their clients, offering various options such as a percentage of assets under management and fixed fees. With three dedicated employees, including two investment advisors, Wealth Legacy Institute, Inc. ensures a high level of personalized attention and expertise for each client. Notably, the firm boasts a team of experienced advisors, including Cashel Giordano, Justin Hobbs, and Kimberly Curtis, who have been with the company for an extended period. Their commitment to excellence and long-standing client relationships exemplify the trusted reputation of Wealth Legacy Institute, Inc. in the investment advisory industry.

Higgins & Schmidt Wealth Strategies LLC, a small investment advisory firm based out of Denver, CO, is committed to providing personalized wealth management solutions to its clients. With over 150 individual clients and an impressive $144,816,000 in assets under management, the firm has established a strong presence in the financial industry. Higgins & Schmidt Wealth Strategies LLC specializes in managing assets, with approximately half of their portfolio consisting of employer 401Ks and individual investments. They have garnered extensive experience in this space, ensuring a comprehensive understanding of the unique needs and challenges associated with these investments. The firm adopts a discretionary approach, managing 100% of the assets under their care. Their compensation structure encompasses various types, including a percentage of assets under management, ensuring that their interests align with the success of their clients' investments. With a team of five dedicated employees, four of whom are highly skilled investment advisors, Higgins & Schmidt Wealth Strategies LLC delivers exceptional service and expertise to their clients. The firm boasts an impressive average of approximately $36,200,000 in assets under management per investment advisor, a testament to their proficiency in optimizing investment portfolios. Among the key contributors to the firm's success are Steven Higgins, Allison Schmidt, and Molly Cooper, who possess extensive experience in the industry. These seasoned advisors, along with the entire team at Higgins & Schmidt Wealth Strategies LLC, are committed to helping their clients achieve their financial goals through customized investment strategies and comprehensive wealth management services.

Ratio Wealth Group LLC is a reputable investment advisory firm headquartered in Denver, Colorado. With a presence in five offices, they are well-positioned to serve a diverse client base. The firm boasts a dedicated team of six employees, all of whom are committed to providing comprehensive investment advisory services to their clients. One notable aspect of Ratio Wealth Group LLC is their impressive average of approximately $69,270,000 in assets under management per investment advisor, which aligns with the industry average. The firm offers a range of compensation structures, including a percentage of assets under management and fixed fees, ensuring flexible options to suit clients' needs. While 401K and individual accounts represent less than 30% of their assets under management, Ratio Wealth Group LLC possesses the capability to expertly manage employer funds. Importantly, all the assets they manage are discretionary, allowing the firm to make informed investment decisions on behalf of their clients. With a focus on high net worth individuals, Ratio Wealth Group LLC currently serves over 160 individual clients, overseeing an impressive $415,592,000 in assets under management. The firm prides itself on the expertise and experience of their advisors, with Graham Gerlach, Shawn Wallace, and Darren Spreeuw among the longest tenured and most trusted professionals at the firm. In summary, Ratio Wealth Group LLC is a local investment advisory firm based in Denver, CO, providing comprehensive investment advisory services to a diverse clientele. With a robust track record and a team of experienced advisors, they are well-equipped to help clients achieve their financial goals.

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.

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.