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Best Financial Advisor Firms Colorado 2021




With the latest investor.com Trust Algorithm update, we're thrilled to recognize the 2021 Top 100 Financial Advisor Firms in Colorado.

investor.com enables Americans to quickly research and compare the backgrounds of more than 650,000 individuals and 17,000 Registered Investment Advisors (RIAs) from across the country. The 100 best firms, with at least one office in Colorado, were selected using our rigorous Trust Algorithm, which sorts through more than 28 million data points from the SEC and FINRA.

Our analysis contains data as of July 23, 2021, and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Colorado are as followed:

  • Must be Trusted by investor.com.
  • 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!



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Are you a top firm in Colorado? As a consumer advocacy project, lists have no upfront fees or licensing fees. Contact Liana Starrantino for your digital certificate and customized press release.
Firm Rating Year Registered Minimum Office Locations
ACE Wealth Partners 2010 View Locations
All Season Financial Advisors 1981 View Locations
Alpers Financial Planning 2005 View Locations
Anthony Capital 2013 View Locations
AthenaInvest Advisors 2008 View Locations
BSW Wealth Partners 1994 View Locations
Bauer Wealth Management 2012 View Locations
Branzan Investment Advisors 2006 View Locations
Bruni J V & Co 1992 View Locations
Cambridge Financial Advisors 1999 View Locations
Capstone Investment Financial Group 2007 View Locations
Cardan Capital Partners 2014 View Locations
Cherry Creek Investment Advisors 1994 View Locations
Clark Brothers Investments 2007 View Locations
Cogent Independent Advisors 2012 View Locations
Colorado Capital Management 2002 View Locations
Comprehensive Financial Planning 2004 View Locations
Condor Capital Wealth Management 1988 View Locations
Corda Investment Management 1999 $500,000 View Locations
Creative Financial Services 1999 View Locations
Denewiler Capital Management 1999 View Locations
Downing Street Wealth Management 2010 View Locations
Dynamic Wealth Advisors 2011 View Locations
EP Wealth Advisors 1987 View Locations
Ellwood 1981 View Locations
Envestnet Portfolio Solutions 1993 View Locations
Essential Investment Partners 2009 View Locations
FCI Advisors 1995 View Locations
Financial Steward Associates 2001 View Locations
Financially Speaking 1991 View Locations
First Affirmative Financial Network 1999 View Locations
FirstPurpose Wealth 2007 View Locations
Fisher Investments 1987 $500,000 View Locations
Four Seasons Investment Advisors 2005 View Locations
GCP Investment Advisor 2014 View Locations
Galvin, Gaustad & Stein 2010 View Locations
Grandview Investment Advisors 2006 View Locations
Green Alpha Advisors 2013 View Locations
Guidepost Financial Planning 2006 View Locations
Harbor Financial Group 1988 View Locations
Helm Investment Management 2006 View Locations
Hinchley Advisory Group 2011 View Locations
Icon Advisers 1991 View Locations
Indelible Wealth Group 2013 View Locations
Innovative Financial 2003 View Locations
Intelligent Investment Management 2012 View Locations
Irving Planning & Investments 2012 View Locations
Janiczek Wealth Management 1990 View Locations
Kahler Financial Group 2003 View Locations
Kuhn Advisors 1993 View Locations
Lapis Advisers 2010 View Locations
Lunsford Financial Planning 2003 View Locations
McAlvany Wealth Management 2010 View Locations
Mccall, Angel B 2003 View Locations
Mercer Global Advisors 2008 $500,000 View Locations
Meridian Wealth Management 2012 View Locations
Mission Wealth Management 2002 View Locations
Moneta Group Investment Advisors 1989 View Locations
Moneycafe Advisors 2010 View Locations
Moss Adams Wealth Advisors 2000 View Locations
Mount Yale Investment Advisors 2006 View Locations
Next Capital Management 1999 View Locations
Northside Capital Management 1998 View Locations
Northstar Investment Advisors 1995 View Locations
Oaktree Financial Planning 2008 View Locations
Oatley & Diak 2003 View Locations
Obermeyer Wood Investment Counsel, L 1997 View Locations
PVG Asset Management Corp 1987 View Locations
Parsons Capital Management 1993 View Locations
Peak Asset Management 1996 View Locations
Praxis Advisory Group 2001 View Locations
Proprietary Capital 2003 View Locations
Prudent MAN Investment Management 1988 View Locations
RS Asset Management 2014 View Locations
Rainsberger Wealth Advisors 1991 View Locations
Ramsay Stattman Vela & Price 1976 View Locations
Rightpath Investments & Financial Planning 2004 View Locations
Rivertree Advisors 2013 View Locations
Rocky Mountain Planning Group 2012 View Locations
Rubinbrown Advisors 2003 View Locations
Ryan Investments 2003 View Locations
Schaefer Financial Management 1989 View Locations
Sharkey Howes & Javer 1991 View Locations
Sorensen Financial Management 1999 View Locations
Strategic Capital Advisers 2000 View Locations
Sugden Wealth Management 2013 View Locations
Swan Global Investments 2010 View Locations
Syntrinsic Investment Counsel 2008 View Locations
The Wealth Conservancy 1983 View Locations
Third DAY Capital Management 2008 View Locations
Thomas Financial Advisors 2010 View Locations
Three Peaks Capital Management 2003 View Locations
Tomassi Financial Planning 2013 View Locations
Transitions Wealth Management 2002 View Locations
Verity Investment Partners 2005 View Locations
Wakefield Asset Management, L 2007 View Locations
Wealth Engineers 2013 View Locations
Wealth Logic 2004 View Locations
Wealthnet Investments 2013 View Locations
Windsor Capital Management 2005 View Locations


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