Written by investor.com
April 07, 2023
We're thrilled to recognize the 2023 Top Financial Advisor Firms in Colorado.
Investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (also known as RIAs) from across the country. The (up to) 100 best firms, with at least one office in Colorado, were selected using our rigorous Trust Algorithm, which sorts through more than 500,000 data points from the SEC.
Our analysis contains data as of April 07, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Colorado are as follows:
- Must be rated 5 stars by investor.com's Trust Algorithm.
- Must have an office location in Colorado.
We applaud these firms for their commitment to fiduciary advice and putting their clients' best interests first. Congratulations!
| Company | Overall | Assets Under Management | Total Clients | Total Advisors | Average Client Balance |
| ACE Wealth Partners |
|
$48.4 million | 72 | 1 | $672,601 |
| Advisers Investment Management |
|
$82.2 million | 575 | 6 | $142,997 |
| All Season Financial Advisors |
|
$172.6 million | 200 | 2 | $863,194 |
| Alpha Cubed Investments |
|
$2.0 billion | 1,680 | 23 | $1.2 million |
| Aprio Wealth Management |
|
$1.3 billion | 692 | 17 | $1.9 million |
| Aspen Leaf Wealth Management |
|
$55.5 million | 99 | 2 | $560,970 |
| Asset Strategies Group |
|
$35.8 million | 146 | 3 | $245,438 |
| AthenaInvest Advisors |
|
$92.7 million | 34 | 4 | $2.7 million |
| Boulder Wealth Advisors |
|
$180.9 million | 175 | 2 | $1.0 million |
| Bruni J V & Co |
|
$748.3 million | 384 | 2 | $1.9 million |
| BSW Wealth Partners |
|
$1.6 billion | 406 | 20 | $4.0 million |
| Caledonia Wealth Management |
|
$63.9 million | 78 | 2 | $818,904 |
| Cambridge Financial Advisors |
|
$93.1 million | 129 | 4 | $721,337 |
| Capstone Investment Financial Group |
|
$108.6 million | 388 | 4 | $279,880 |
| Carret Asset Management |
|
$3.0 billion | 2,474 | 11 | $1.2 million |
| Castle Rock Investment Company |
|
$100.5 million | 21 | 1 | $4.8 million |
| Causey Demgen & Moore P.C |
|
$317.7 million | 113 | 6 | $2.8 million |
| Chandler Asset Management |
|
$28.6 billion | 863 | 17 | $33.2 million |
| Clark Brothers Investments |
|
$20.0 million | 100 | 1 | $200,000 |
| Colorado Capital Management |
|
$440.0 million | 218 | 9 | $2.0 million |
| Colorado Financial Management |
|
$2.0 billion | 881 | 9 | $2.2 million |
| Condor Capital Wealth Management |
|
$1.4 billion | 723 | 14 | $2.0 million |
| Corda Investment Management |
|
$1.4 billion | 1,301 | 19 | $1.1 million |
| Cosner Financial Group |
|
$244.1 million | 711 | 6 | $343,336 |
| Creative Financial Services |
|
$58.6 million | 296 | 4 | $198,047 |
| Creative Financial Solutions |
|
$70.6 million | 62 | 1 | $1.1 million |
| Csenge Advisory Group |
|
$2.3 billion | 6,161 | 69 | $367,643 |
| Custom Portfolio Group |
|
$148.6 million | 86 | 1 | $1.7 million |
| Denewiler Capital Management |
|
$80.4 million | 105 | 2 | $765,607 |
| EP Wealth Advisors |
|
$17.1 billion | 11,485 | 176 | $1.5 million |
| Essential Investment Partners |
|
$167.6 million | 79 | 2 | $2.1 million |
| FCI Advisors |
|
$12.8 billion | 4,923 | 41 | $2.6 million |
| Financial Dimensions Group |
|
$2.2 billion | 3,916 | 49 | $557,639 |
| Financial Engines Advisors |
|
$242.0 billion | 1,319,970 | 650 | $183,314 |
| Financially Speaking |
|
$149.5 million | 296 | 1 | $505,080 |
| Forum Financial Management |
|
$7.0 billion | 4,994 | 100 | $1.4 million |
| Four Seasons Investment Advisors |
|
$95.7 million | 712 | 1 | $134,466 |
| Frontier Asset Management |
|
$5.9 billion | 4,289 | 11 | $1.4 million |
| G&S Capital |
|
$303.7 million | 376 | 5 | $807,793 |
| Galvin, Gaustad & Stein |
|
$1.1 billion | 914 | 6 | $1.2 million |
| GCP Investment Advisor |
|
$3.3 billion | 11 | 64 | $302.0 million |
| Grandview Investment Advisors |
|
$23.4 million | 89 | 1 | $262,921 |
| Green Alpha Advisors |
|
$336.0 million | 169 | 3 | $2.0 million |
| Guidepost Financial Planning |
|
$27.5 million | 65 | 1 | $423,804 |
| Haas Capital Management |
|
$8.3 million | 12 | 1 | $695,000 |
| Halbert Hargrove |
|
$2.7 billion | 1,356 | 33 | $2.0 million |
| Harbor Financial Group |
|
$283.1 million | 316 | 4 | $895,837 |
| Harvest Investment Services |
|
$254.3 million | 836 | 29 | $304,142 |
| Helm Investment Management |
|
$253.9 million | 123 | 2 | $2.1 million |
| High Country Capital Management |
|
$70.6 million | 143 | 3 | $493,496 |
| Innovative Financial |
|
$70.0 million | 96 | 1 | $729,166 |
| Irving Planning & Investments |
|
$59.4 million | 130 | 3 | $457,248 |
| Kahler Financial Group |
|
$158.1 million | 103 | 4 | $1.5 million |
| Keystone Global Partners |
|
$156.8 million | 40 | 2 | $3.9 million |
| Kuhn Advisors |
|
$631.9 million | 268 | 3 | $2.4 million |
| Lapis Advisers |
|
$659.4 million | 5 | 7 | $131.9 million |
| Lunsford Financial Planning |
|
$35.4 million | 53 | 1 | $667,243 |
| McAlvany Wealth Management |
|
$78.0 million | 268 | 2 | $290,911 |
| Merit Financial Advisors |
|
$5.5 billion | 9,154 | 119 | $603,295 |
| Mission Wealth Management |
|
$5.0 billion | 2,385 | 56 | $2.1 million |
| Moneycafe Advisors |
|
$4.4 million | 25 | 1 | $175,035 |
| Moss Adams Wealth Advisors |
|
$3.3 billion | 1,213 | 22 | $2.7 million |
| Next Capital Management |
|
$1.2 billion | 214 | 7 | $5.4 million |
| Novem Group |
|
$1.1 billion | 1,622 | 32 | $661,374 |
| Oatley & Diak |
|
$24.6 million | 156 | 2 | $157,973 |
| Obermeyer Wood Investment Counsel, L |
|
$1.9 billion | 956 | 14 | $2.0 million |
| Paragon Capital Management |
|
$1.0 billion | 156 | 4 | $6.4 million |
| Parallel Advisors |
|
$5.7 billion | 3,525 | 43 | $1.6 million |
| Parsons Capital Management |
|
$1.7 billion | 713 | 12 | $2.4 million |
| Peak Asset Management |
|
$702.6 million | 290 | 11 | $2.4 million |
| Petra Financial Advisors |
|
$305.8 million | 301 | 6 | $1.0 million |
| Private Capital Management |
|
$1.5 billion | 829 | 14 | $1.8 million |
| Proprietary Capital |
|
$5.2 billion | 38 | 8 | $137.8 million |
| Prudent MAN Investment Management |
|
$233.1 million | 209 | 4 | $1.1 million |
| Pure Financial Advisors |
|
$4.6 billion | 4,137 | 46 | $1.1 million |
| PVG Asset Management Corp |
|
$350.7 million | 1,112 | 4 | $315,352 |
| Ramsay Stattman Vela & Price |
|
$676.2 million | 348 | 5 | $1.9 million |
| Redhawk Wealth Advisors |
|
$1.2 billion | 2,168 | 35 | $557,881 |
| Rightpath Investments & Financial Planning |
|
$70.0 million | 30 | 1 | $2.3 million |
| RS Asset Management |
|
$114.9 million | 458 | 2 | $250,813 |
| Rubicon Technology Management |
|
$3.8 billion | 9 | 21 | $422.7 million |
| Ryan Investments |
|
$150.4 million | 129 | 2 | $1.2 million |
| Schaefer Financial Management |
|
$742.7 million | 411 | 7 | $1.8 million |
| Seamount Financial Group |
|
$528.7 million | 484 | 6 | $1.1 million |
| Sharkey Howes & Javer |
|
$765.2 million | 1,002 | 7 | $763,674 |
| Spence Asset Management |
|
$482.9 million | 880 | 5 | $548,769 |
| Stonebridge Capital Advisors |
|
$1.8 billion | 1,371 | 3 | $1.3 million |
| Swan Global Investments |
|
$2.2 billion | 3,144 | 15 | $700,457 |
| Syntrinsic Investment Counsel |
|
$1.6 billion | 133 | 9 | $11.8 million |
| TCI Wealth Advisors |
|
$3.4 billion | 2,698 | 28 | $1.3 million |
| Terracap Management |
|
$2.5 billion | 11 | 12 | $228.7 million |
| The Mather Group |
|
$8.7 billion | 3,970 | 88 | $2.2 million |
| The Wealth Conservancy |
|
$183.1 million | 51 | 3 | $3.6 million |
| Three Peaks Capital Management |
|
$215.5 million | 52 | 4 | $4.1 million |
| Transitions Wealth Management |
|
$391.6 million | 391 | 5 | $1.0 million |
| Valeo Financial Advisors |
|
$7.1 billion | 2,376 | 85 | $3.0 million |
| Verity Investment Partners |
|
$840.1 million | 375 | 10 | $2.2 million |
 Wambolt & Associates
|
|
$419.3 million | 564 | 8 | $743,520 |
| Wealth Logic |
|
$0.0 | 87 | 1 | $0.0 |
| Windsor Capital Management |
|
$587.5 million | 606 | 5 | $969,443 |
More Top Firms by State
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investor.com
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