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Portfolio Size of 100K and
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Personalized advice for portfolio size
of 100K & above
Colorado is a state located in the western region of the United States and is known for its natural beauty, outdoor recreation opportunities, and growing economy. With a population of over 5.8 million people and a relatively high cost of living compared to some other states, prioritizing your personal finance management is important. WiserAdvisor can connect you with vetted financial advisors in the state who can guide and support you to reach your financial goals.
Our directory provides a comprehensive list of top-rated financial advisors, including independent financial advisors, investment advisors, fee-only financial advisors, and more.
Each advisor listing contains detailed information about their credentials, experience, and areas of expertise, allowing you to make an informed decision.
We have already done the research, making the search process stress-free. The vetted financial advisors in Colorado can create a personalized financial strategy tailored to your specific needs and goals.
We only include certified and vetted financial advisors and advisory firms in our directory, ensuring that you work with a trustworthy advisor.
Colorado
has
16
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Colorado
have an average of
26
years of experience.
NOTE: The list of vetted financial
advisors in
Colorado
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
Colorado.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
Adam J. Strickman
CFP®, CRPC®, APMA® ETHOS FINANCIAL PARTNERS 9351 Grant St., Suite 300, Thornton, CO 80229 |
20 Years | Not Specified | $250,000 | Fee-Only |
|
Darren Meyer
AWMA®, AAMS®, CPFA EVEREST WEALTH ADVISORS 8400 E. Prentice Ave, Suite 1010, Greenwood Village, CO 80111 |
22 Years | $31,600,000,000 | $500,000 | Fee-Based |
|
William (Bill) Reynolds
MSFS, CLU®, CFS, ChFC® REYNOLDS FINANCIAL SOLUTIONS 558 Castle Pines Parkway, B4-144, Castle Pines, CO 80108 |
37 Years | Not Specified | $50,000 | Fee-Based |
|
Mark Starosciak
CFP®, CRPC® INFINIUM INVESTMENT ADVISORS, LLC 50 South Steele Street, #830, Denver, CO 80209 |
21 Years | $100,000,000 | $500,000 | Fee-Only |
| 26 Years | $175,000,000 | $0 | Fee-Only | |
|
Adam Brunin
NSSA®, AIF® NAVIGATION WEALTH MANAGEMENT 2038 Caribou Dr., Unit 100, Fort Collins, CO 80525 |
20 Years | $92,000,000 | $50,000 | Fee-Based |
| 25 Years | $40,000,000 | $500,000 | Fee-Based | |
| Not Disclosed | Not Specified | Not Specified | Fee-Based | |
| Not Disclosed | $40,000,000 | Not Specified | Not Specified | |
| Not Disclosed | $0 | Not Specified | Not Specified | |
| Not Disclosed | $86,000,000,000 | $100,000 | Fee-Based | |
|
Edelman Financial Engines, LLC
8610 Explorer Drive, Suite 120, Colorado Springs, CO 80920 9635 Maroon Circle, Englewood, CO 80112 |
Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only |
| Not Disclosed | $93,000,000 | Not Specified | Not Specified | |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only | |
| 40 Years | $1,700,000,000 | $100,000 | Fee-Based |
Qualifications
CRD# 4559641
Firm CRD# 6363
Series 7, 66
Compensation/Fee Fee-Only, Flat Fee, Based on Assets
Office Location
9351 Grant St.,
Suite 300,
Thornton,
CO
80229
Phone Number
303-252-9777
Private Wealth Advisor, Chief Executive Officer of Ethos Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc. My wife, Tamia, is a full time mom and is my hero! We have 2 children that keep our lives entertaining and exciting, Kinsley and Cohen. We have 2 pups that used to get a lot more attention before kids came into the picture; Kaiah, an Australian Shepherd and Myko, a Golden Retriever mix. We enjoy hiking and other outdoor activities in the summer as well as some snowboarding in the winter. We love to travel and explore new places when we have the chance.
You are not just another face in the crowd. You are unique, and so are your financial goals. Thats why I take the time to understand whats truly important to you. I can help you prepare for whatever life brings - both the expected and the unexpected - with personalized advice tailored to you. I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. Working together, I can help you feel more confident, connected, and in control of your financial life.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities
Qualifications
CRD# 4558794
Firm CRD# 6413
Series 7, 66
Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets
Office Location
8400 E. Prentice Ave,
Suite 1010,
Greenwood Village,
CO
80111
Phone Number
720-826-1092
I am the President & Wealth Advisor at Everest Wealth Advisors. After graduating from the University of Arkansas, I began a career in corporate accounting, and transitioned into financial advisory in 2002 out of a desire to generate a positive impact for people in my community. My motivation is derived from watching my clients evolve and become empowered by financial freedom as a result of the advice and guidance I have given them. We like to call our clients family, as they truly are to me. This is why I have such a drive to help them reach and maintain their goals. In my free time, you will find me spending quality time with my wife, Christine, by giving back to the community via various charity work. Other times, us traveling, fly-fishing, cheering on the Broncos and the Arkansas Razorbacks, or playing with our lovable Labrador, Jack.
Everest Wealth Advisors is a comprehensive wealth management firm dedicated to creating and implementing personalized financial plans that will grow and protect the wealth of clients and their loved ones for themselves and the generations to come.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 1532396
Firm CRD# 1532396
Series 7, 24, 63
Compensation/Fee Fee-Based, Commissions, Flat Fee, Based on Assets
Office Location
558 Castle Pines Parkway, B4-144,
Castle Pines,
CO
80108
Phone Number
949-440-1670
Bill Reynolds has more than 35 years of experience in the insurance and financial services industry and is an investment adviser representative of Equity Services, Inc. Bill holds a Masters in Financial Services (MSFS) and is a Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®) and Certified Funds Specialist (CFS). He holds the Series 24, 7, and 63 securities registrations and is a registered representative and offers securities through, Equity Services, Inc. - Member FINRA/SIPC. He resides in Denver and has been married 37 years. He enjoys spending time with his two daughters and grandkids, reading, traveling, cycling, playing golf and is active supporting charities, such as the Crohn's & Colitis Foundation. Cell phone: (303) 868-0403 (Voice Only)
At our full-service financial services firm, we focus on helping you secure your financial future through a collaborative approach. We take the time to understand your unique personal situation, uncover your dreams and goals, and assess your risk tolerance to create a customized financial strategy tailored to your needs. With a strong emphasis on education, we empower you with the knowledge to make informed decisions. Our services encompass a wide range of investment solutions, along with protection strategies including life insurance, long-term care, lifetime income options, and growth potential through annuities and other financial products. By working together as a team and fostering open communication, we build long-term relationships based on trust and transparency. This approach has been the cornerstone of our firm's success, as we guide you toward achieving your financial aspirations with confidence.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Qualifications
CRD# 4018163
Firm CRD# 149123
Series 66
Compensation/Fee Fee-Only, Hourly, Based on Assets
Office Location
50 South Steele Street,
#830,
Denver,
CO
80209
Phone Number
720-253-1818
Mark is a CERTIFIED FINANCIAL PLANNER(TM) in Denver and the founder of Infinium Investment Advisors, LLC. He earned his undergraduate and MBA from the University of Michigan and focuses primarily on partnering with investors in the Technology industry and advising them on personal financial planning and investment management strategies. Mark is the past president of the Denver Business Series and Founder of WineLeague®, a Denver-based 501c(3) nonprofit corporation that has turned wine tasting into a sport, all of the name of helping other dynamic nonprofits.
Like many start-up businesses, Infinium Investment Advisors was born out of two driving forces: to build a better mouse trap to deliver personal financial services, and to fix the problems prevalent in the industry today. In 2008, founder Mark Starosciak had spent a decade with Merrill Lynch as a financial advisor to dozens of families. A little thing called the Great Recession came along and brought down Wall Street giants such as Bear Sterns, Lehmann Brothers, and Merrill Lynch (until Bank of America saved them). Although the large Wall Street firms had years of history and success behind them, their purpose had slowly been lost to the endless pursuit of fees and bottom-line financial results. The legacy of "Firm first, client second," that got those stalwarts into trouble still exists. The recent examples of Wells Fargo, Morgan Stanley, and others remind us that there is plenty of room for objective and unbiased financial advice in a sea of just the opposite. We invite you to learn more about us and our mission to deliver valuable, low-cost financial advice to Technology investors, executives & entrepreneurs.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management
Qualifications
CRD# 4504752
Firm CRD# 132294
Series 63, 66
Compensation/Fee Fee-Only, Flat Fee
Office Location
4551 13th Street,
Boulder,
CO
80304
Phone Number
720-887-1299
Hi, I'm Matthew Kelley. I'm a New Yorker by birth, and I spent most of my youth hiking the Adirondack mountains and playing lacrosse. My parents pushed me to work at a young age, and I learned that I didn't like working for others. So, at 14, I started my own landscaping business. My grandfather introduced me to the financial markets at this time, and I began to buy stocks with my profits. This led me to seek an internship with one of the nation's first financial planning firms through my college years. After college, I moved to Colorado to compete in snowboarding. I didn't do as well as I envisioned, so I decided that maybe snowboarding was not my competitive calling and began to look for what else interested me. This led me back to financial planning. In 2004, I asked my wife if I could leave my well-paying job and start my own financial planning company while on our honeymoon. She trusted me those many years ago, and I never looked back. Today, we've built an enduring and sustainable practice centered around helping our clients use their money to achieve their life's purpose for career, family, individual pursuits, retirement, and legacy. Life's not a rehearsal, and we keep this at the forefront of our advice. Locally, I serve my community by coaching high school lacrosse and I've been doing this since 1999. I love planting leadership seeds to help our future generations to treat others with love and respect. When I'm not working or enjoying my beautiful family, you will most likely find me doing one of the following: At Gold Medal Waters, we are planners who proudly serve physicians and others with high current income, high earnings potential, or substantial assets. We guide our clients to achieve meaningful outcomes and help them build a better life, both now and in the future. Our mission is pretty straightforward - we want to make sure that after each conversation, you feel an increase in control and a decrease in anxiety. We believe that our client's future happiness depends on the work we do today. That proper financial planning and systematized investment management decreases negative stress and increases well-being, leading to better outcomes. That's why we're dedicated to pairing our clients with real people who deliver advice with warmth, understanding and privacy. Gold Medal Waters, Inc. (GMW) is a fee-only financial advisory firm that serves individuals, families, foundations and company retirement plans such as 401(k)s and 403(b)s. We started out as a small independent firm in Boulder and recognize that the growth and success we are experiencing is a direct result of maintaining our core values and our focus on serving physicians. GMW is a Registered Investment Advisor (RIA) located in the State of Colorado providing investment advisory services and related services for clients nationally. As of today, we mainly operate throughout Colorado and Illinois. With the aid of teleconferencing, our financial advisors and CFP®s increasingly work with clients all over the United States. We maintain all applicable registration and licenses as mandated by the various states in which GMW conducts business, as applicable. GMW renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. Areas Where We Can Help: Debt Management, Education Planning, Estate Planning, Practice Management, Retirement Income, Risk Management & Insurance, Investment Portfolios, Retirement Planning, Tax Planning, Asset Protection, Employee Benefits, Charitable Giving
Advisory Services Provided: Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
About
Gold Medal Waters
Qualifications
CRD# 4407663
Firm CRD# 282640
Series 63, 65
Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Office Location
2038 Caribou Dr.,
Unit 100,
Fort Collins,
CO
80525
Phone Number
970-672-1236
Adam Brunin, AIF®, NSSA®, is the founder and owner of Navigation Wealth Management. Adam entered the financial services industry in August of 2001 after 9 years in the US Naval submarine community. After 3 years of working with a fortune 100 company Adam noted significant improvements that could be made by starting his own company, Navigation Wealth Management. Adam entered the independent advisory business in 2005. He is currently the asset manager of NWMs portfolios. Adam currently holds the Accredited Investment Fiduciary (AIF®) and National Social Security Advisor (NSSA®) designations. Married to his wife, Tara, of 22 years, they have a thirteen-year old son, Seth, and an eleven-year old son, Ryan. Adam enjoys hobbies like hunting, playing basketball and investment research.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Qualifications
CRD# 2754305
Firm CRD# 6413
Series 7, 24, 55, 63
Compensation/Fee Fee-Based, Flat Fee, Based on Assets
Office Location
6385 Corporate Drive,
Suite 205,
Colorado Springs,
CO
80919
Phone Number
719-531-6276
At Asbury Wealth Partners, it is our mission to help you prosper by creating a custom financial and investment management plan, tailored specifically for you. Our comprehensive strategies were developed to help you achieve your personal financial goals, to prudently care for your lifetime of savings and to take advantage of investment opportunities. We take our fiduciary responsibility very seriously by constantly monitoring portfolios and ensuring good communication to you about where you stand. Our diversified approach towards portfolio management combines both strategic and tactical principles. Using in-house, proprietary, and state-of-the-art techniques, we design custom portfolios and avoid cookie-cutter strategies. No matter your stage in life, you deserve competent and thoughtful professional advice. We are honored to offer a complementary consultation to explore how we can be a part of your successful financial story.
Qualifications
Firm CRD# 282580
Series 63, 65
Compensation/Fee Fee-Based, Based on Assets
Office Location
5401 Stone Creek Circle,
Suite 201,
Loveland,
CO
80623
Phone Number
970-669-1225
We believe in planning for the future while living for today. Deferring your dreams until retirement may mean you'll miss a joyful opportunity today. With perseverance and a well-structured financial plan, we help you find the balance between pursuing your dreams today and planning for tomorrow. We believe in an objective opinion. As an independent firm, we focus on your needs, not the needs of investment or insurance companies. We believe in the team approach. When you work with us, you get more than just one financial professional; you get an entire team. We draw upon the expertise and experience of each team member to create a well-rounded plan that's designed just for you.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities
Qualifications
CRD# 2754305
Firm CRD# 6413
Office Location
6385 Corporate Drive,
Suite 205,
Colorado Springs,
CO
80919
Phone Number
719-531-6276
At Asbury Wealth Partners, it is our mission to help you prosper by creating a custom financial and investment management plan, tailored specifically for you. Our comprehensive strategies were developed to help you achieve your personal financial goals, to prudently care for your lifetime of savings and to take advantage of investment opportunities. We take our fiduciary responsibility very seriously by constantly monitoring portfolios and ensuring good communication to you about where you stand. Our diversified approach towards portfolio management combines both strategic and tactical principles. Using in-house, proprietary, and state-of-the-art techniques, we design custom portfolios and avoid cookie-cutter strategies. No matter your stage in life, you deserve competent and thoughtful professional advice. We are honored to offer a complementary consultation to explore how we can be a part of your successful financial story.
Qualifications
CRD# 7096826
Firm CRD# 288335
Office Location
7900 E Union Ave suite 150,
Denver,
CO
80237
Phone Number
720-642-8348
Why Choose Us: Your Trusted Financial Partner At Clear Creek Advisors, we specialize in helping individuals and families, particularly those between the ages of 55 and 75, gain clarity, confidence, and control over their financial future. Our clients choose us not just for what we do, but for how we do it. Our approach is anchored in three core pillars that define everything we stand for: independence, evidence-based investing, and a comprehensive planning process. True Independence: We believe true independence means being free from the influence of proprietary products or one-size-fits-all solutions. It allows us to remain objective, eliminate bias, and make recommendations based solely on what's best for you. Independence also means we challenge conventional thinking, seek out the best answers not just the easy ones, and strive to lead rather than follow. Evidence-Based Philosophy: Our investment philosophy is rooted in data, research, and long-term discipline not market predictions or gut feelings. We stay the course in both calm and volatile markets, maintaining conviction that is grounded in proven strategies. We take pride in working with informed clients who value transparency, logic, and lasting results. Comprehensive, Client-Centered Process: We take a 360-degree view of your financial life, seeking opportunities in every area that could impact your investment success. Our process is designed to align your resources with your goals through efficient, strategic planning. As fiduciaries, we're committed to putting your best interests first always. At Clear Creek Advisors, we don't just manage money. We build partnerships, instill confidence, and deliver peace of mind. Let us help you navigate life's financial complexities with purpose and clarity.
Qualifications
Firm CRD# 112058
Compensation/Fee Fee-Based
Office Location
8515 E. Orchard Road,
Greenwood Village,
CO
80111
Phone Number
855-855-8005
We're a financial services company on a mission to empower financial freedom for all. We know that everyone has money questions, and we're here to help get you answers. We work with individuals and all sizes of organizations to offer investment, wealth management, and retirement solutions, along with the free Empower Personal Dashboard™, so everyone can have a clear understanding of where their finances are today and where they're heading. This way, you're able to take control of your financial future and empower what's next.
WHY USE EMPOWER
At Empower, we take pride in helping people with saving, investing, and advice while providing state-of-the-art tools and resources to help them reach their financial goals.
Our mission is to empower financial freedom for all by delivering advice, personalized guidance, and critical support to people throughout their financial lives. We strive to meet the unique needs of everyone we serve and embrace the opportunity to inspire them along their financial journey.
Real help. Real people.
You'll always have the chance to talk to a real person. They'll listen, ask questions and work with you to understand your needs and provide next steps.
Easy to understand.
We believe your finances should be easy to understand, so we make sure we explain everything in straightforward terms.
A 360 view.
See a complete picture of your accounts in one place with a single login. Plus, access tools designed to help you track, manage and plan your finances.
Empower Advisory Group, LLC. ("EAG") compensates Respond.com for new leads. Respond.com is not an investment client of EAG. EAG is not responsible for and does not control the assessments and qualifications used by Respond.com to vet and match advisory firms with individuals utilizing Respond.com tools and services.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Investment Advice & Management
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
8610 Explorer Drive,
Suite 120,
Colorado Springs,
CO
80920
Phone Number
877-208-7414
Office Location
9635 Maroon Circle,
Suite 405,
Englewood,CO 80112
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
CRD# 7347673
Firm CRD# 281223
Office Location
10901 W 120th Ave,
#135,
Broomfield,
CO
80021
Phone Number
303-255-2252
At Peak Financial, we know you want to be a faithful follower of Christ, and something you care about deeply is managing your wealth in ways that follow His teachings. But traditional financial planning doesn't help you make decisions that reflect your Christian faith. The temptations of wealth are very real, and it's easy to lose sight of Jesus along the way. You find yourself trapped in a crossroads, torn between the ways of the world and the ways of the Kingdom of God. We believe every Christian deserves to learn how to manage their wealth in ways that honor God. We know you take your role as a disciple of Jesus seriously. That's why Peak Financial is a place where you can talk about faith and finance at the same time. We are your partners in biblically-based investments and financial planning. Our comprehensive services provide everything you need in one place, and our team of Christian Financial Advisors helps you navigate the world of finance and investments through a scriptural lens. Our goal is to guide you to the true peak of financial health, a place beyond mere financial security where you strive to create a surplus of wealth you can use to serve the Kingdom of God. As experts in Christian wealth management, we understand the unique challenges and opportunities that come with aligning your finances with your faith.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
1120 W. 122nd Avenue,
Suite 300,
Westminster,
CO
80234
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
Firm CRD# 315838
Series 7, 63, 65
Compensation/Fee Fee-Based, Based on Assets
Office Location
600 S Cherry Street, Suite 226,
Denver,
CO
80246
Phone Number
303-322-9320
At X Advisors, we are committed to delivering personalized investment management and comprehensive wealth planning designed with your unique aspirations in mind. Our mission is to simplify the intricacies of wealth management, offering clear, actionable guidance that empowers you to achieve your financial objectives. From novice investors taking their first steps to seasoned individuals preparing for a secure retirement, we provide expert insights, accessible education, and customized support to navigate your financial journey today and for the years ahead.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 978 | 6602 | $239,345,489,058 | A percentage of AUM, Performance Based
|
|
| 766 | 188739 | $134,279,160,181 | A percentage of AUM, Fixed fees
|
|
| 81 | 82 | $81,139,239,094 | A percentage of AUM, Fixed fees, Other (CONSULTING FEES)
|
|
| 60 | 135 | $65,938,129,807 | A percentage of AUM, Fixed fees
|
|
| 305 | 154 | $64,880,528,684 | A percentage of AUM, Fixed fees
|
|
| 1020 | 86945 | $45,350,198,548 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 64 | 7 | $24,019,792,910 | A percentage of AUM, Fixed fees, Other (QUARTERLY, ASSET-BASED LICENSING FEE)
|
|
| 114 | 50 | $23,349,884,257 | A percentage of AUM, Performance Based, Other (PORTCO TRANS, MONITORING, CONSULTING, MARGIN, AND DIRECTORS FEES)
|
|
| 103 | 149 | $21,568,739,948 | A percentage of AUM, Performance Based
|
|
| 125 | 33 | $8,849,768,102 | A percentage of AUM, Performance Based, Other (ACQUISITION FEE)
|
|
MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC
5299 Dtc Blvd., Suite 1000, Greenwood Village, CO 80111 |
51 | 69 | $7,728,468,201 | A percentage of AUM, Hourly charges, Fixed fees
|
| 8 | 176 | $7,457,031,060 | A percentage of AUM, Performance Based
|
|
| 14 | 36 | $5,903,565,233 | A percentage of AUM, Performance Based
|
|
| 51 | 21 | $5,493,402,577 | A percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS)
|
|
| 24 | 2 | $5,271,991,016 | A percentage of AUM
|
When choosing a financial advisor, it's crucial to avoid common mistakes such as overlooking credentials, neglecting to assess experience and track record, overlooking conflicts of interest, not seeking references or reviews, and neglecting to discuss the advisor's fee structure. By avoiding these mistakes, you can make a more informed decision and select a financial advisor who is qualified, experienced, unbiased, and aligned with your financial goals. To learn more, refer to our guide on choosing the best financial advisor in Colorado.
A vetted financial advisor in our directory for the state of Colorado can help you develop an investment strategy that aligns with your goals and risk tolerance. They can provide guidance on how to diversify your portfolio, monitor your investments, and suggest adjustments as needed. Additionally, they can help you navigate market fluctuations and make informed decisions about buying and selling investments. If you are looking to improve your investment portfolio, read on about why professional investment management may be right for you.
Financial advisors in Colorado offer a wide range of services, including retirement planning, investment management, estate planning, tax planning, insurance planning, and wealth management. The specific services that an advisor offers may depend on their area of expertise, so it's important to find an advisor whose services align with your needs and goals. By clicking on the "View full profile" button of any vetted financial advisor, you can access detailed information about their services, fees, credentials, and more. Read on to better understand how financial advisors can assist you with the various services they provide.
During your first meeting with a financial advisor in Colorado, you can expect a discussion about your financial goals, current financial situation, and risk tolerance. The advisor may ask questions to understand your objectives, income, expenses, assets, and debts. They may also inquire about your investment experience and any specific concerns you have. For more information on how to prepare for your first meeting, refer to this guide on how to prepare for a meeting with your financial advisor.
Financial advisors in Colorado typically utilize different compensation methods such as charging a percentage of assets under management (AUM), hourly fees, flat fees, or commissions from product sales. Understanding an advisor's fee structure will allow you to become aware of potential conflicts of interest that could impact their advice. To gain a better understanding of how financial advisors charge, read more on the costs of hiring a financial advisor.
Many financial planners and wealth managers in Colorado are also tax professionals or work closely with tax professionals to help clients with tax planning and preparation. These professionals can help you minimize your taxes by analyzing your current tax situation, identifying tax-saving strategies, and recommending tax-efficient investment options. However, WiserAdvisor's directory may not include advisors that specialize in taxes. In the "Advisory Services Provided" section, you will be able to confirm if tax advice and tax preparation services are among the services they offer.
When choosing a financial advisor in Colorado, it is important to consider factors such as their experience, credentials (CFP, ChFCs, CFAs, etc.), educational background, compensation method, and commitment to ethical practices. For more information, refer to this guide on choosing the best financial advisor.
