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