Best Financial Advisor Firms Colorado 2023

investor.com

Written by investor.com

December 01, 2022

We're thrilled to recognize the 2023 Top 100 Financial Advisor Firms in Colorado.

investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (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 close to one million data points from the SEC.

Our analysis contains data as of December 01, 2022 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Colorado are as followed:

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 5/5 Stars $51.7 million 63 1 $821,095
Advisers Investment Management 5/5 Stars $93.2 million 545 5 $170,918
All Season Financial Advisors 5/5 Stars $197.2 million 183 2 $1.1 million
Alpha Cubed Investments 5/5 Stars $2.0 billion 1,471 20 $1.4 million
Alpine Wealth Advisors 5/5 Stars $97.5 million 60 2 $1.6 million
Asset Strategies Group 5/5 Stars $42.9 million 148 3 $289,758
AthenaInvest Advisors 5/5 Stars $114.1 million 34 4 $3.4 million
Bolton Investment 5/5 Stars $52.7 million 6 6 $8.8 million
Brightscape Investment Centers 5/5 Stars $87.0 million 149 4 $583,892
Bruni J V & Co 5/5 Stars $842.1 million 392 2 $2.1 million
BSW Wealth Partners 5/5 Stars $1.7 billion 390 18 $4.5 million
Caledonia Wealth Management 5/5 Stars $80.0 million 74 2 $1.1 million
Callan 5/5 Stars $18.2 billion 616 152 $29.5 million
Capstone Investment Financial Group 5/5 Stars $119.2 million 363 4 $328,363
Carret Asset Management 5/5 Stars $3.4 billion 2,414 11 $1.4 million
Castle Rock Investment Company 5/5 Stars $112.1 million 10 1 $11.2 million
Causey Demgen & Moore P.C 5/5 Stars $317.7 million 113 6 $2.8 million
Chandler Asset Management 5/5 Stars $25.8 billion 897 16 $28.7 million
Cherry Creek Investment Advisors 5/5 Stars $236.9 million 250 2 $947,493
Clark Brothers Investments 5/5 Stars $20.0 million 100 1 $200,000
Cogent Independent Advisors 5/5 Stars $73.2 million 90 3 $813,302
Colorado Capital Management 5/5 Stars $488.2 million 203 9 $2.4 million
Colorado Financial Management 5/5 Stars $2.1 billion 845 10 $2.5 million
Comprehensive Financial Planning 5/5 Stars $12.7 million 17 1 $747,710
Condor Capital Wealth Management 5/5 Stars $1.7 billion 777 13 $2.2 million
Corda Investment Management logoCorda Investment Management 5/5 Stars $1.5 billion 1,262 18 $1.2 million
Creative Financial Services 5/5 Stars $57.1 million 169 4 $337,600
Creative Financial Solutions 5/5 Stars $85.1 million 65 0 $1.3 million
Denewiler Capital Management 5/5 Stars $80.5 million 96 1 $838,119
Downing Street Wealth Management 5/5 Stars $109.2 million 206 1 $530,330
Envestnet Portfolio Solutions 5/5 Stars $44.6 billion 163,193 54 $273,268
EP Wealth Advisors 5/5 Stars $14.7 billion 9,365 62 $1.6 million
Essential Investment Partners 5/5 Stars $217.9 million 87 2 $2.5 million
FCI Advisors 5/5 Stars $14.5 billion 4,766 40 $3.0 million
Financially Speaking 5/5 Stars $155.8 million 285 1 $546,680
G&S Capital 5/5 Stars $302.0 million 348 4 $867,802
Galvin, Gaustad & Stein 5/5 Stars $1.3 billion 882 7 $1.5 million
GCP Investment Advisor 5/5 Stars $3.3 billion 12 55 $275.6 million
Grandview Investment Advisors 5/5 Stars $28.6 million 81 1 $352,962
Green Alpha Advisors 5/5 Stars $744.9 million 163 4 $4.6 million
Guidepost Financial Planning 5/5 Stars $30.7 million 65 1 $471,630
Halbert Hargrove logoHalbert Hargrove 5/5 Stars $3.0 billion 1,323 34 $2.3 million
Harbor Financial Group logoHarbor Financial Group 5/5 Stars $341.2 million 314 3 $1.1 million
Hebert Advisory Services 5/5 Stars $84.2 million 79 4 $1.1 million
High Country Capital Management 5/5 Stars $86.6 million 153 4 $566,196
Icon Advisers 5/5 Stars $805.0 million 836 2 $962,922
Innovative Financial 5/5 Stars $68.0 million 75 1 $906,666
Intelligent Investment Management 5/5 Stars $89.4 million 100 2 $893,587
Irving Planning & Investments 5/5 Stars $65.5 million 125 2 $524,046
J.F. Williams Co 5/5 Stars $230.1 million 136 4 $1.7 million
Johnson Financial Group 5/5 Stars $2.2 billion 42 17 $51.5 million
Kahler Financial Group 5/5 Stars $178.9 million 104 4 $1.7 million
Kuhn Advisors 5/5 Stars $709.0 million 212 3 $3.3 million
Lapis Advisers 5/5 Stars $683.4 million 5 7 $136.7 million
Lunsford Financial Planning 5/5 Stars $43.5 million 53 1 $820,717
Marathon Investment Management 5/5 Stars $145.7 million 548 2 $265,869
McAlvany Wealth Management 5/5 Stars $68.4 million 245 2 $279,317
McCall, Angel B 5/5 Stars $23.9 million 112 0 $213,111
Meridian Wealth Management 5/5 Stars $514.5 million 531 7 $968,848
Merit Financial Advisors 5/5 Stars $3.7 billion 5,629 90 $654,061
Moneycafe Advisors 5/5 Stars $6.1 million 26 1 $234,615
Moss Adams Wealth Advisors 5/5 Stars $3.6 billion 1,194 19 $3.0 million
Next Capital Management 5/5 Stars $1.3 billion 193 8 $6.7 million
Oaktree Financial Planning 5/5 Stars $54.1 million 21 1 $2.6 million
Oatley & Diak 5/5 Stars $29.5 million 156 3 $189,104
Obermeyer Wood Investment Counsel, L 5/5 Stars $2.4 billion 905 12 $2.7 million
Paragon Capital Management 5/5 Stars $1.4 billion 157 5 $9.1 million
Parsons Capital Management 5/5 Stars $1.9 billion 740 12 $2.5 million
Petra Financial Advisors 5/5 Stars $249.0 million 160 4 $1.6 million
Praxis Advisory Group 5/5 Stars $43.5 million 85 1 $511,411
Private Capital Management 5/5 Stars $1.5 billion 787 14 $1.9 million
Proprietary Capital 5/5 Stars $13.2 billion 38 12 $347.2 million
Prudent MAN Investment Management 5/5 Stars $260.5 million 209 4 $1.2 million
Ramsay Stattman Vela & Price 5/5 Stars $631.1 million 320 4 $2.0 million
Rightpath Investments & Financial Planning 5/5 Stars $91.8 million 37 1 $2.5 million
RS Asset Management 5/5 Stars $101.5 million 409 2 $248,063
Rubicon Technology Management 5/5 Stars $2.6 billion 7 21 $373.3 million
Ryan Investments 5/5 Stars $158.0 million 126 2 $1.3 million
Schaefer Financial Management 5/5 Stars $760.0 million 308 7 $2.5 million
Seamount Financial Group 5/5 Stars $546.0 million 421 4 $1.3 million
Sharkey Howes & Javer 5/5 Stars $903.6 million 1,003 8 $900,923
Sorensen Financial Management 5/5 Stars $27.7 million 56 1 $493,925
Spence Asset Management 5/5 Stars $593.1 million 864 5 $686,495
Stonebridge Capital Advisors 5/5 Stars $1.8 billion 1,265 3 $1.4 million
Strategic Capital Advisers 5/5 Stars $719.8 million 164 4 $4.4 million
Swan Global Investments 5/5 Stars $2.5 billion 2,974 14 $855,802
Syntrinsic Investment Counsel 5/5 Stars $1.7 billion 111 12 $15.5 million
TCI Wealth Advisors 5/5 Stars $3.8 billion 2,534 24 $1.5 million
Terracap Management 5/5 Stars $2.0 billion 11 8 $177.4 million
The Mather Group 5/5 Stars $8.6 billion 3,048 78 $2.8 million
The Wealth Conservancy 5/5 Stars $157.4 million 49 3 $3.2 million
The Wealth Consulting Group 5/5 Stars $2.9 billion 7,706 101 $372,718
Thomas Financial Advisors 5/5 Stars $39.6 million 98 1 $403,945
Three Peaks Capital Management 5/5 Stars $233.3 million 39 5 $6.0 million
Transitions Wealth Management 5/5 Stars $423.4 million 378 5 $1.1 million
Verity Investment Partners 5/5 Stars $742.7 million 323 10 $2.3 million
Wambolt & Associates logoWambolt & Associates 5/5 Stars $453.8 million 488 7 $929,974
Wealth Logic 5/5 Stars $0.0 97 1 $0.0
Windsor Capital Management 5/5 Stars $626.4 million 609 6 $1.0 million
Wipfli Financial Advisors 5/5 Stars $5.1 billion 2,826 80 $1.8 million

More Top Firms by State

About the Editorial Team

investor.com
investor.com

Investor.com is your trustworthy guide to the world of personal finance. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, retirement planning, and more.


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