Colorado · 415 firms
Financial Planners in Colorado
Advisers offering comprehensive financial planning services. Browse 415 advisers in Colorado matching this specialty, with fees, team size, and AUM from public SEC filings.
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Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Financial Planning firms in Colorado
EMPOWER ADVISORY GROUP, LLC
Greenwood Village, CO
AUM
$195.43B
Team
6138 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
866-575-4977
MERCER GLOBAL ADVISORS INC.
Denver, CO
AUM
$84.40B
Team
632 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
(888) 885-8101
ARAX ADVISORY PARTNERS
Denver, CO
AUM
$11.30B
Team
55 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +3 more
303-633-5900
GENEOS WEALTH MANAGEMENT, INC.
Englewood, CO
AUM
$9.22B
Team
200 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
303-785-8470
ASPEN GROVE CAPITAL, LLC
Avon, CO
AUM
$6.67B
Team
12 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
970-688-4188
WESTERN WEALTH MANAGEMENT LLC
Golden, CO
AUM
$5.36B
Team
95 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
3033932404
JFG FAMILY OFFICE
Denver, CO
AUM
$4.53B
Team
35 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
720-475-1195
IWP WEALTH MANAGEMENT LLC
Denver, CO
AUM
$4.32B
Team
14 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
720-328-9700
IMA ADVISORY SERVICES, INC.
Denver, CO
AUM
$3.90B
Team
40 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
316-266-6574
BOK FINANCIAL PRIVATE WEALTH, INC.
Denver, CO
AUM
$3.72B
Team
23 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
303-539-0100
GHP INVESTMENT ADVISORS INC
Denver, CO
AUM
$3.06B
Team
22 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
303-831-5051
OBERMEYER WEALTH PARTNERS
Aspen, CO
AUM
$3.03B
Team
15 advisors
Clients
101-250
Fees
Percentage of AUM
970-925-8747
SUMMIT WEALTH GROUP
Colorado Springs, CO
AUM
$2.31B
Team
29 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
7196334033
BSW WEALTH PARTNERS
Boulder, CO
AUM
$2.24B
Team
20 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
303-444-9696
CHERRY CREEK FAMILY OFFICES
Denver, CO
AUM
$2.02B
Team
6 advisors
Clients
11-25
Fees
Fixed fees
303-862-9550
PCM ENCORE, LLC
Aspen, CO
AUM
$1.94B
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
425-214-1755
NILSINE PARTNERS, LLC
Greenwood Village, CO
AUM
$1.88B
Team
12 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
303-529-5800
CORUNDUM GROUP, INC.
Colorado Springs, CO
AUM
$1.69B
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
719-228-1080
BUCK WEALTH STRATEGIES, LLC
Denver, CO
AUM
$1.64B
Team
39 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
888-210-6567
TOWNSEND
Westminster, CO
AUM
$1.52B
Team
11 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
303-452-5986
CLASS VI FAMILY OFFICE, LLC
Denver, CO
AUM
$1.50B
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
303-243-5619
THE INSTITUTE
Denver, CO
AUM
$1.37B
Team
18 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
303-572-3500
CAPITAL INVESTMENT COUNSEL, LLC
Denver, CO
AUM
$1.35B
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(303) 381-0200
PARAGON CAPITAL MANAGEMENT
Denver, CO
AUM
$1.32B
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
303-293-3680
918 total advisers in Colorado. Browse all Colorado advisors