Financial advisors in Colorado

57 SEC-registered advisory firms based in Colorado, ranked by assets under management. Compare fees and fiduciary status, or get matched with your best fit in about 2 minutes.

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Top cities in Colorado

Denver (31)Colorado Springs (5)Greenwood Village (4)Boulder (3)Englewood (2)Centennial (2)Westminster (2)Golden (1)Greenwood Village (1)Avon (1)Monument (1)Aspen (1)Littleton (1)Durango (1)Louisville (1)

Colorado advisory firms by assets

Empower Advisory Group, LLC logo
Empower Advisory Group, LLC

Greenwood Village, CO · CRD #112058

$195B AUM·385k accounts·Fee-based

Mercer Global Advisors INC. logo
Mercer Global Advisors INC.

Denver, CO · CRD #147363

$84B AUM·117k accounts·Fee-based

Janus Henderson Investors logo
Janus Henderson Investors

Denver, CO · CRD #104652

$380B AUM·7.5k accounts·Fee-only

Geneos Wealth Management, INC. logo
Geneos Wealth Management, INC.

Englewood, CO · CRD #120894

$9.2B AUM·33k accounts·Fee-based

Ptma Investment Advisors logo
Ptma Investment Advisors

Denver, CO · CRD #159189

$104B AUM·299 accounts·Fee-based

Western Wealth Management LLC logo
Western Wealth Management LLC

Golden, CO · CRD #283545

$5.4B AUM·20k accounts·Fee-based

Empower Capital Management, LLC logo
Empower Capital Management, LLC

Greenwood Village, CO · CRD #107272

$78B AUM·234 accounts·Fee-based

Elevation Point Wealth Partners, LLC

Denver, CO · CRD #137068

$8.3B AUM·21k accounts·Fee-based

Transamerica Asset Management, INC.

Denver, CO · CRD #107376

$66B AUM·143 accounts·Fee-based

Ksl Capital Partners

Denver, CO · CRD #155677

$26B AUM·65 accounts·Fee-only

Aspen Grove Capital, LLC logo
Aspen Grove Capital, LLC

Avon, CO · CRD #158166

$6.7B AUM·3.5k accounts·Fee-based

Shelton Capital Management logo
Shelton Capital Management

Denver, CO · CRD #104720

$6.5B AUM·1.5k accounts·Fee-based

Jfg Family Office

Denver, CO · CRD #125101

$4.5B AUM·2.2k accounts·Fee-based

Arrowmark Colorado Holdings, LLC logo
Arrowmark Colorado Holdings, LLC

Denver, CO · CRD #149120

$21B AUM·141 accounts·Fee-only

Summit Wealth Group logo
Summit Wealth Group

Colorado Springs, CO · CRD #335242

$2.3B AUM·8.6k accounts·Fee-based

Ghp Investment Advisors INC

Denver, CO · CRD #107563

$3.1B AUM·4.9k accounts·Fee-based

Cambiar Investors, LLC logo
Cambiar Investors, LLC

Denver, CO · CRD #115093

$2.9B AUM·10k accounts·Fee-only

Bok Financial Private Wealth, INC. logo
Bok Financial Private Wealth, INC.

Denver, CO · CRD #106733

$3.7B AUM·2.4k accounts·Fee-based

Ima Advisory Services, INC.

Denver, CO · CRD #112091

$3.9B AUM·1.2k accounts·Fee-based

Ux Wealth Partners LLC logo
Ux Wealth Partners LLC

Centennial, CO · CRD #308983

$1.9B AUM·18k accounts·Fee-based

Buck Wealth Strategies, LLC

Denver, CO · CRD #322138

$1.6B AUM·5.2k accounts·Fee-based

Advisors Asset Management, INC. logo
Advisors Asset Management, INC.

Monument, CO · CRD #46727

$2.2B AUM·1.6k accounts·Fee-only

Bsw Wealth Partners

Boulder, CO · CRD #107485

$2.2B AUM·4.0k accounts·Fee-based

Obermeyer Wealth Partners logo
Obermeyer Wealth Partners

Aspen, CO · CRD #110069

$3.0B AUM·2.7k accounts·Fee-only

Alps Advisors, INC. logo
Alps Advisors, INC.

Denver, CO · CRD #134340

$39B AUM·25 accounts·Fee-based

Fiduciary Consulting Group

Greenwood Village, CO · CRD #149122

$15B AUM·70 accounts·Fee-based

Tucker Asset Management LLC logo
Tucker Asset Management LLC

Littleton, CO · CRD #174844

$604M AUM·3.2k accounts·Fee-only

Maia Wealth

Denver, CO · CRD #292817

$973M AUM·5.3k accounts·Fee-based

Townsend logo
Townsend

Westminster, CO · CRD #113681

$1.5B AUM·3.7k accounts·Fee-based

Cherry Creek Family Offices logo
Cherry Creek Family Offices

Denver, CO · CRD #156310

$2.0B AUM·2.5k accounts·Fee-based

Wealth Watch Advisors, INC logo
Wealth Watch Advisors, INC

Englewood, CO · CRD #172002

$612M AUM·3.7k accounts·Fee-based

Swan Global Investments, LLC logo
Swan Global Investments, LLC

Durango, CO · CRD #114669

$2.4B AUM·1.2k accounts·Fee-only

The Institute

Denver, CO · CRD #127207

$1.4B AUM·1.7k accounts·Fee-based

Mountain Capital Investment Advisors INC logo
Mountain Capital Investment Advisors INC

Westminster, CO · CRD #156660

$929M AUM·3.6k accounts·Fee-only

Heirloom Wealth Management LLC logo
Heirloom Wealth Management LLC

Greenwood Village, CO · CRD #292277

$1.1B AUM·2.5k accounts·Fee-based

Nilsine Partners, LLC logo
Nilsine Partners, LLC

Greenwood Village, CO · CRD #315694

$1.9B AUM·1.6k accounts·Fee-based

Sharkey Howes & Javer INC

Denver, CO · CRD #106050

$1.1B AUM·2.4k accounts·Fee-based

Schaefer Financial Management, INC.

Centennial, CO · CRD #110110

$1.1B AUM·3.6k accounts·Fee-based

Bear Creek Asset Management, LLC logo
Bear Creek Asset Management, LLC

Denver, CO · CRD #137677

$5.2B AUM·189 accounts·Fee-only

Northwood Investors LLC logo
Northwood Investors LLC

Denver, CO · CRD #161406

$9.0B AUM·36 accounts·Fee-only

Showing the 40 largest of 57 firms in Colorado. Get matched to see the ones that fit you.

Firms compiled from public SEC Form ADV filings and ranked by reported regulatory AUM. AdvisoryReviews is an independent comparison service, not affiliated with or endorsed by any firm listed. Verify current details at adviserinfo.sec.gov.

Choosing an advisor in Colorado

How many financial advisors are in Colorado?

AdvisoryReviews lists 57 SEC-registered advisory firms based in Colorado, compiled from public Form ADV filings. The largest by assets appear first. Use the free match tool to narrow them to the ones that fit your situation.

How do I verify a financial advisor in Colorado?

Every firm here links to its official record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov). Check registration status, Form ADV, and any disclosures there before engaging anyone.

What does a financial advisor cost in Colorado?

Fees vary by firm and model. Fee-only firms charge you directly (a percentage of assets, a flat fee, or hourly); fee-based firms may also earn commissions. Each firm profile shows its disclosed fee arrangements. The industry all-in average is around 1.25%.

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