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Top Financial Advisor Firms in Colorado




With the latest investor.com Trust Algorithm update, we're thrilled to recognize the 2020 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 June 01, 2020, 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 Brandon Wilson for your digital certificate and customized press release.
Firm Rating Year Registered Minimum Office Locations
361 Capital 2002 View Locations
All Season Financial Advisors 1981 View Locations
AthenaInvest Advisors 2008 View Locations
BCJ Capital Management 2000 View Locations
BKD Wealth Advisors 1999 View Locations
BSW Wealth Partners 1994 View Locations
Beacon Pointe Wealth Advisors 2009 View Locations
Betterment 2009 View Locations
Brighton Jones 2000 View Locations
Bruni J V & Co 1992 View Locations
Callan 1973 View Locations
Cambiar Investors 2001 View Locations
Capstone Investment Financial Group 2007 View Locations
Causey Demgen & Moore P.C 1990 View Locations
Cerity Partners 2009 View Locations
Cherry Creek Investment Advisors 1994 View Locations
Colorado Capital Management 2002 View Locations
Colorado Financial Management 1999 View Locations
Condor Capital Wealth Management 1988 View Locations
Cornerstone Wealth Management 2012 View Locations
Crescat Portfolio Management 2008 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
Financial Dimensions Group 2012 View Locations
Financially Speaking 1991 View Locations
Fisher Investments 1987 $500,000 View Locations
Frontier Wealth Management 2007 View Locations
G&S Capital 2014 View Locations
Galvin, Gaustad & Stein 2010 View Locations
Green Alpha Advisors 2013 View Locations
Halbert Hargrove 1988 $1,000,000 View Locations
Harbor Financial Group 1988 View Locations
Helm Investment Management 2006 View Locations
Hightower Advisors 2008 View Locations
Hirtle, Callaghan & Co. 1988 View Locations
IWP Wealth Management 2005 View Locations
Investment Security Group 2005 View Locations
Janiczek Wealth Management 1990 View Locations
KRG Capital Partners 2001 View Locations
Kahler Financial Group 2003 View Locations
Kuhn Advisors 1993 View Locations
LJCooper Capital Management 2007 View Locations
Lapis Advisers 2010 View Locations
M.Z. Kark & Associates 1985 View Locations
Marsico Capital Management 1997 View Locations
Matter Family Office 1990 View Locations
McAlvany Wealth Management 2010 View Locations
Mercer Global Advisors 2008 $500,000 View Locations
Merit Financial Advisors 2007 View Locations
Mission Wealth Management 2002 View Locations
Moneta Group Investment Advisors 1989 View Locations
Mount Yale Investment Advisors 2006 View Locations
Naples Asset Management Co 2006 View Locations
Northside Capital Management 1998 View Locations
Northstar Investment Advisors 1995 View Locations
Obermeyer Wood Investment Counsel, L 1997 View Locations
PVG Asset Management Corp 1987 View Locations
Paragon Capital Management 1990 View Locations
Parallel Advisors 2007 View Locations
Peak Asset Management 1996 View Locations
Peak Financial Advisors 2001 View Locations
Personal Capital Advisors Corporation 2011 View Locations
Petra Financial Advisors 1991 View Locations
Portfolio Design Advisors 2006 View Locations
Principium Investments 2003 View Locations
Private Capital Management 2013 View Locations
Proprietary Capital 2003 View Locations
RS Asset Management 2014 View Locations
Ramsay Stattman Vela & Price 1976 View Locations
Redhawk Wealth Advisors 2008 View Locations
Rivertree Advisors 2013 View Locations
Ryan Investments 2003 View Locations
Schaefer Financial Management 1989 View Locations
Seamount Financial Group 1999 View Locations
Segal Marco Advisors 2002 View Locations
Sharkey Howes & Javer 1991 View Locations
Shine Wealth Partners 1995 View Locations
Simon Quick Advisors 2004 View Locations
Stancorp Investment Advisers 2000 View Locations
Stonebridge Capital Advisors 1997 View Locations
Strategic Capital Advisers 2000 View Locations
Strategic Wealth Planning 2009 View Locations
Strategies Capital Management 2020 View Locations
Swan Global Investments 2010 View Locations
Syntrinsic Investment Counsel 2008 View Locations
TCI Wealth Advisors 1990 View Locations
The Institute 2007 View Locations
The Mather Group 2011 View Locations
The Wealth Conservancy 1983 View Locations
Three Peaks Capital Management 2003 View Locations
Tiedemann Advisors 2009 View Locations
Transitions Wealth Management 2002 View Locations
Valeo Financial Advisors 2006 View Locations
Verity Investment Partners 2005 View Locations
Wakefield Asset Management, L 2007 View Locations
Wambolt & Associates 2010 $0 View Locations
Windsor Capital Management 2005 View Locations


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