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.

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.

World Capital Advisors, LLC is a small investment advisory firm based out of Denver, CO, with two offices. With over 20 individual clients and a strong track record, they oversee a substantial portfolio of assets valued at over $50,300,000. While 401K and individual accounts make up less than 30% of their assets under management, World Capital Advisors, LLC also possesses the capability to effectively manage employer funds. An impressive 98% of the assets they handle are discretionary, ensuring their expertise in making informed investment decisions. World Capital Advisors, LLC offers a flexible compensation structure that caters to diverse client needs. Their options include a percentage of assets under management, hourly charges, and fixed fees, providing clients with tailored payment solutions. The firm has one dedicated employee who exclusively provides investment advisory services. With an average of $50,300,000 in assets under management per investment advisor, World Capital Advisors, LLC maintains an industry-standard level of proficiency. Renowned for their experienced team, World Capital Advisors, LLC takes pride in the expertise and tenure of their advisors. Notable among them are Edward Wuenschell, Lisa Weaver, and Robert Fleck, who have consistently demonstrated their commitment to delivering exceptional results. By leveraging their extensive knowledge and wealth of experience, World Capital Advisors, LLC strives to provide personalized investment strategies that align with their clients' financial goals. With their strong client base, impressive asset portfolio, and a dedicated team of skilled advisors, World Capital Advisors, LLC stands as a reliable partner in helping individuals and employers navigate the complexities of investment management while securing their financial future.

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.

SRS Capital Advisors, Inc. is a local investment advisory firm based out of Denver, CO. With a strong presence in the industry, they operate from five offices, providing comprehensive investment advisory services to a diverse clientele. The firm boasts a total of 22 employees, with 18 of them specializing in investment advisory services, ensuring clients receive expert guidance tailored to their unique financial goals. With an average of $64,400,000 in assets under management per investment advisor, SRS Capital Advisors, Inc. maintains a solid standing within the industry average. Their compensation structure encompasses various models, including a percentage of assets under management and hourly charges, ensuring flexibility and alignment with their clients' needs. Notably, SRS Capital Advisors, Inc. has gained significant expertise in managing employer 401Ks and individual assets, with approximately half of their assets under management originating from these sources. Their strong track record and experience in this space position them as a trusted partner for retirement planning and investment management. Impressively, 96% of the assets they manage are under discretionary management, highlighting the firm's capability to make informed investment decisions on behalf of their clients. Additionally, SRS Capital Advisors, Inc. extends their services beyond investment advisory, acting as an insurance broker or agent, providing clients with comprehensive financial solutions. With a robust client base of over 3,140 individuals and an impressive $1,159,183,000 in assets under management, SRS Capital Advisors, Inc. has established itself as a reputable and trustworthy partner in the financial advisory industry. The firm is backed by a team of experienced professionals, including long-tenured advisors like Patrick Johnson, Paul Davis, and David Simon, who contribute to the firm's expertise and client satisfaction.

Destiny Capital Corporation is a local investment advisory firm based out of Denver, CO, with two offices strategically located to serve their clients. With 13 dedicated professionals, including 11 experienced investment advisors, Destiny Capital Corporation offers comprehensive financial solutions to individuals and businesses seeking expert guidance. With an impressive average of approximately $23,060,000 in assets under management per investment advisor, Destiny Capital Corporation demonstrates their commitment to delivering exceptional results for their clients. Their compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees to ensure transparency and align their interests with their clients'. While Destiny Capital Corporation manages a diverse portfolio of assets, including 401K and individual accounts, these represent less than 30% of their total assets under management. Nevertheless, the firm possesses the expertise to efficiently handle employer funds if required. Notably, 99% of the assets they manage are discretionary, reflecting the trust and confidence placed in their capable hands. Specializing in serving high-net-worth individuals, Destiny Capital Corporation takes pride in managing the majority of their assets. Additionally, the firm also offers insurance brokerage services, further expanding their comprehensive financial offerings to meet their clients' diverse needs. Destiny Capital Corporation boasts an impressive clientele, with over 150 individual clients and assets under management exceeding $253,668,000. The firm's success can be attributed to their exceptional team of advisors, including the highly respected and long-tenured professionals Tiffany Charles, Alison Yoder, and Jarrod Musick. With a track record of providing personalized financial strategies and a commitment to exceptional service, Destiny Capital Corporation is a trusted partner for individuals and businesses seeking expert guidance and financial success.

First Ascent Asset Management, LLC is a leading investment advisory firm based out of Denver, CO. With 12 dedicated employees, including 3 experienced investment advisors, the firm is committed to providing exceptional financial services to a diverse clientele. Their average assets under management per investment advisor amount to an impressive $33,280,000, highlighting their ability to effectively handle substantial portfolios. First Ascent Asset Management, LLC manages a vast amount of assets, with over 1,510 individual clients entrusting them with more than $1,367,980,000. While primarily focused on serving high net worth individuals, the firm also possesses the expertise to manage employer funds, although 401K and individual accounts represent a smaller portion of their total assets under management, accounting for less than 30%. With a compensation structure that includes various types, such as a percentage of assets under management, First Ascent Asset Management, LLC ensures a fair and transparent approach to their clients' financial well-being. Notably, 82% of the assets they oversee are managed on a discretionary basis, reflecting their ability to make informed decisions and actively optimize investment strategies. Operating from a single office in Denver, First Ascent Asset Management, LLC stands as a distinguished investment advisory firm. The firm takes pride in its long-standing advisors, including Karen Garcia, Scott Mackillop, and Patrick Krulik, who bring a wealth of knowledge and experience to the team. With a focus on personalized service and strategic wealth management, First Ascent Asset Management, LLC continues to deliver excellent financial outcomes for their valued clients.

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.