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.

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.

GHP Investment Advisors Inc, based out of Denver, CO, is a reputable local investment advisory firm with over two decades of experience. With a total of 22 employees, including 16 dedicated to providing investment advisory services, GHP Investment Advisors Inc offers a comprehensive range of financial solutions. Their team of seasoned advisors, including Barbara Terrazas, James Garcia, and Angela Lee, brings a wealth of knowledge and expertise to the table. These advisors have built long-standing relationships with clients, ensuring personalized and tailored investment strategies to meet their unique financial goals. With over 460 individual clients, GHP Investment Advisors Inc manages an impressive $1,984,694,000 in assets. The firm primarily serves high-net-worth individuals, with the majority of the assets under management attributed to this client segment. While 401(k) and individual accounts account for less than 30% of their assets, GHP Investment Advisors Inc also possesses the capability to manage employer funds. GHP Investment Advisors Inc's compensation structure offers flexibility, including various types such as a percentage of assets under management, hourly charges, fixed fees, and commissions. This approach ensures that clients can choose the payment method that aligns best with their preferences and financial circumstances. Moreover, the firm boasts a high degree of discretion, managing 97% of the assets they oversee on a discretionary basis. This allows them to make informed investment decisions on behalf of their clients, leveraging their expertise and market insights to maximize returns. In addition to their investment advisory services, GHP Investment Advisors Inc also provides accounting services through an in-house accountant or accounting firm. With their commitment to client satisfaction and track record of success, GHP Investment Advisors Inc is a trusted partner for individuals seeking expert financial guidance.

Investment Research Corp, a local investment advisory firm based in Denver, CO, is dedicated to providing comprehensive financial solutions to its clients. With a single office, the firm comprises a team of 18 skilled professionals, 16 of whom specialize in investment advisory services. With an impressive average of approximately $2,720,000 in assets under management per investment advisor, Investment Research Corp demonstrates its commitment to delivering personalized attention and tailored investment strategies. The firm's compensation structure offers clients flexibility, encompassing various options such as a percentage of assets under management, hourly charges, and fixed fees. Investment Research Corp has established itself as a reputable player in the employer 401K and individual account management space, with these categories accounting for approximately half of their assets under management. With considerable experience in this domain, the firm has garnered a reputation for providing reliable advice and guidance to both employers and individuals. With 37% of the assets they manage under discretionary control, Investment Research Corp ensures swift decision-making and proactive portfolio management. The firm proudly serves a diverse client base of over 110 individuals, managing assets valued at more than $43,527,000. The experienced advisors at Investment Research Corp play a pivotal role in the firm's success. Long-tenured professionals such as Paul Foster, Brian Regan, and Timothy Taggart bring their extensive expertise to the table, providing clients with comprehensive investment strategies and wealth management solutions. Investment Research Corp remains committed to empowering clients with financial knowledge and delivering exceptional service to help them achieve their investment goals.

All Season Financial Advisors, Inc. is a small investment advisory firm based out of Denver, CO, with a strong reputation for providing comprehensive financial services to individuals and businesses. With a team of four dedicated professionals, including two experienced investment advisors, they specialize in managing and growing their clients' assets. With an impressive average of approximately $38,640,000 in assets under management per investment advisor, All Season Financial Advisors, Inc. has established itself as a trusted partner in the financial industry. Their compensation structure is flexible and tailored to meet the unique needs of their diverse clientele. They offer various fee options, including a percentage of assets under management and hourly charges. Catering to over 150 individual clients, All Season Financial Advisors, Inc. manages an impressive portfolio totaling over $172,639,000 in assets. Their expertise extends to employer 401K plans and individual investments, which collectively account for half of their assets under management. The firm's extensive experience in this sector is a testament to their ability to navigate the complexities of retirement planning and investment strategies. As a fully discretionary investment firm, All Season Financial Advisors, Inc. has the authority to make investment decisions on behalf of their clients without seeking prior approval. This approach allows them to act swiftly and effectively in response to market changes and maximize opportunities for their clients' financial success. Headed by Samuel Jones and William Brennan, two of the firm's longest tenured registered advisors, All Season Financial Advisors, Inc. is committed to providing personalized attention, trusted advice, and superior financial solutions to help their clients achieve their long-term goals. With one office in Denver, CO, they are dedicated to serving the local community and building lasting relationships based on trust, integrity, and results.

M.Z. Kark & Associates, Inc, a reputable investment advisory firm headquartered in Denver, CO, prides itself on providing exceptional financial services. With over 70 valued individual clients and a staggering $258,255,000 in assets under management, the company has established a strong foothold in the industry. Boasting one office, M.Z. Kark & Associates, Inc caters to a diverse range of clients, managing both employer 401Ks and individual portfolios. Their extensive experience in this space has garnered them a solid reputation. With 88% of their managed assets falling under discretionary management, M.Z. Kark & Associates, Inc demonstrates their expertise in making informed investment decisions on behalf of their clients. The firm offers various compensation structures, including a percentage of assets under management and fixed fees, ensuring a tailored approach to meet the unique needs of each client. M.Z. Kark & Associates, Inc takes pride in their dedicated team of professionals, comprising five employees, two of whom are seasoned investment advisors. These advisors boast an impressive average of approximately $129,130,000 in assets under management per advisor, surpassing the industry average and underscoring their proficiency. Marvin Kark and Andrew Kark, two of the longest tenured registered advisors with the firm, bring extensive knowledge and expertise to their roles. Their commitment to delivering exceptional financial guidance and their passion for helping clients achieve their investment goals make M.Z. Kark & Associates, Inc a trusted partner for individuals seeking sound financial advice. With their robust client base, substantial assets under management, and a team of experienced professionals, M.Z. Kark & Associates, Inc continues to provide top-notch investment advisory services to clients in Denver and beyond.

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.