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Find Best Financial Advisors in Colorado

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A densely populated state like Colorado has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in Colorado and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.

Finding the Top Financial Advisor in Colorado
Last Updated - 24-Sep-2022

Colorado has 15 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 1169 non-vetted advisors in your local area. These financial advisors in Colorado have an average of 16 years of experience.

NOTE: The list of financial advisors in Colorado mentioned below do 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.

List of Qualified Financial Advisors 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 Not Specified Not Specified Fee-Only
Curt Clegg
CFP®
AMA FINANCIAL PARTNERS
357 McCaslin blvd,
#200,
Louisville, CO 80027
16 Not Specified $25,000 Fee-Based
Don Leander
CFP®, RFC®, CSA®
FINANCIAL PLANNING STRATEGIES
6645 Delmonico Blvd.,
Suite 101,
Colorado Springs, CO 80919
35 Not Specified $100,000 Fee-Only
Geoff Keller
CPWA®, CIMA®
WESTERN RETIREMENT CONSULTANTS
5251 DTC Pkwy,
Ste 1045,
Greenwood Village, CO 80111
14 Not Specified Not Specified Fee-Based
Paul O'Hara & Jeffrey S. Markewich
ASBURY WEALTH PARTNERS
6385 Corporate Drive,
Suite 205,
Colorado Springs, CO 80919
25 $40,000,000 Not Specified Fee-Based
Mark Starosciak
CFP®, CRPC®
INFINIUM INVESTMENT ADVISORS, LLC
50 South Steele Street,
#830,
Denver, CO 80209
21 $143,000,000 $500,000 Fee-Only
Reuben J. Brauer
CFP®
CALLAHAN FINANCIAL PLANNING COMPANY
6500 S Quebec St Ste 300,
Centennial, CO 80111
14 $150,000,000 $500,000 Fee-Only
Amy Bertle
CFP®, CDFA®
ALLWORTH FINANCIAL
8055 East Tufts Avenue Suite 1310,
Denver, CO 80237
Not Disclosed Not Specified Not Specified Fee-Based
Matt Ganskopp
CRPC®
EDELMAN FINANCIAL ENGINES, LLC
10012 Commons Street,
Suite 108,
Lone Tree, CO 80124
1120 W. 122nd Avenue,,
Westminster, CO 80234
8610 Explorer Drive Suite 120,
Colorado Springs, CO 80920
3 Not Specified Not Specified Fee-Based
Adam Brunin
NSSA®, AIF®
NAVIGATION WEALTH MANAGEMENT
3500 John F. Kennedy Pkwy.,
Suite 300,
Fort Collins, CO 80525
20 $92,000,000 $25,000 Fee-Based
Diane Zing
TRILOGY FINANCIAL
101 University Blvd,
Suite 450,
Denver, CO 80206
26 Not Specified $25,000 Fee-Based
Personal Capital
PERSONAL CAPITAL
1099 18th Street,
Suite 2400,
Denver, CO 80222
11 $22,400,000,000 $100,000 Fee-Based

Information on Qualified Financial Advisors in Colorado

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.

About Ethos Financial Partners

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# 4905457
Firm CRD# 46947
Series 6, 7, 63

Compensation/Fee Fee-Based, Commissions, Flat Fee, Based on Assets


Office Location 357 McCaslin blvd,
#200,
Louisville,
CO
80027
Phone Number 720-647-6501

Curt grew up in Northern Colorado and attended the University of Colorado Boulder. Having spent 15+ years working with successful financial advisors throughout the country he decided to move home and start AMA Financial Partners. Residing in Superior, CO with his wife Nancy and two children Colin and Lauren.

About AMA Financial Partners

There are a million options to choose from when it comes to your money. We help you design, UNDERSTAND, and implement a tailored solution to help you reach your goals. As an independent financial advisor, we give you many ways to work with us. We work with our ideal client and analyze their complete financial picture and educate them not only on ways to improve but also get the best value for services.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities


Qualifications CRD# 1031780
Firm CRD# 1031780

Compensation/Fee Fee-Only


Office Location 6645 Delmonico Blvd.,
Suite 101,
Colorado Springs,
CO
80919
Phone Number 719-266-5335

I am originally from the North Texas area and began working in my mid-20's under a Certified Financial Planner® in the insurance industry in early 1979. I met my (British) wife, Thea, in Kansas City in 1977 and we were married the next year. I began to study the CFP® courses through the College For Financial Planning (Denver) and soon thereafter became a Certified Financial Planner®. We traveled to Colorado several times in the 1980's to attend continuing education conferences put on by the College For Financial Planning and that's when Thea and I began to dream of relocating here. Expanding my 20-year practice from Texas into Colorado allowed that dream to be fulfilled in 1998. I continue to stay abreast of the ever-changing investment, economic, and retirement planning fields through constant study. My focus over the last 20 years has been macro-economic research. I've seen how my appraisals of macro- economic trends have benefited my clients' portfolios, especially in late 1999 and early 2008. At Financial Planning Strategies we've established a system of dynamically-adjusted, asset allocation strategies similar to the management of many university endowments. Historically, this special "asset-synergism" reduces volatility while enhancing returns. My wife has been my clerical assistant since 1979 and is also the mother of my two married daughters, Elissa and Rebecca. In 2015 we became proud grandparents of Aaron, our first grandchild. All seven of us in our expanding family enjoy going to 11-Mile Reservoir to kayak, and to enjoy boating and mountain biking.

About Financial Planning Strategies

FOR OVER 30 YEARS our mission at Financial Planning Strategies is to help you secure every aspect of your financial future and give you peace of mind today in all your investment and financial planning needs. As a Certified Financial Planner® since 1983, I am committed to maintaining the highest standards of integrity and professionalism in our relationship. We endeavor to fully understand your total financial situation and provide you with comprehensive and unbiased financial planning services and products to help you achieve all your financial goals.


Qualifications CRD# 5477551
Firm CRD# 6413
Series 6, 7, 63, 65

Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets


Office Location 5251 DTC Pkwy,
Ste 1045,
Greenwood Village,
CO
80111
Phone Number 720-926-0814

I passionately believe working in the best interest of our clients is paramount to creating a long-lasting, and mutually successful relationship. My focus with Western Retirement Consultants is to provide highly personalized solutions to help pursue a successful financial future, so that every client can identify, plan, and pursue their goals. I am a graduate of the University of Colorado at Boulder with a Bachelor of Arts in Communications. I am also a Certified Private Wealth Advisor® (CPWA®) and Certified Investment Management Analyst® (CIMA®), both issued through the Investments and Wealth Institute. As a Colorado native and a University of Colorado Alum, I am eternally a Buff's fan. I met my wife, Krista, at CU, and we are still huge fans of CU Athletics. My wife and I also share a love of travel. We have been fortunate enough to visit some incredible destinations; some of my favorites are Spain, Costa Rica, Italy, and Peru. What I find most compelling is that no matter where I travel in the world, I am always reminded of the thread of human connection that flows through us all; we all want to leave the world a little better than when we found it. If I am not in the office or on a plane, you can find me on the golf course. I started later in life, so my game is still a work in progress, but I enjoy playing often. My most recent trip was to play in Ireland and cannot wait to visit other links courses in Scotland!

About Western Retirement Consultants

Our focus is rooted in engagement and trust we pride ourselves in acting in your best interest and providing quality service. Our commitment to you: Prompt and courteous responses to all inquiries Keep it Simple approach A high touch service model Knowledgeable consultants to oversee your Retirement Program and personal planning needs Confidence regarding your financial situation.

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
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

Office Location 6385 Corporate Drive,
Suite 205,
Colorado Springs,CO 80919
Phone Number 719-531-6276

Your complete financial life relies on planning, not chance. We collaborate with you to create programs and strategies to manage long-term financial goals. Are you concerned that you will outlive your income and assets? Have you addressed the many risks confronting your financial hopes, dreams & goals? Do you need help with advanced estate or business planning? Are you uncertain about investments, taxes, retirement or insurance? Our credentialed professionals would be happy to help.

About Asbury Wealth Partners

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# 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® 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.

About Infinium Investment Advisors, LLC

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# 5887664
Firm CRD# 153050
Series 65, 66

Compensation/Fee Fee-Only, Hourly, Flat Fee, Based on Assets


Office Location 6500 S Quebec St Ste 300,
Centennial,
CO
80111
Phone Number 303-222-7100

The greatest inspirations in my life are my faith, wife, and three boys. My goal with each day is to be a positive example of character and service to them and others in all that I do. A lack of clarity can derail even the best-laid plans. I believe that from clarity, comes wisdom, and from wisdom comes action. Guiding people along their financial journey and providing the clarity they need to take action gives me a great sense of pride and fulfillment. This is where I find so much beauty in the financial planning profession. It creates opportunities to develop deep relationships where I can help others work towards the most important goals in their life.

About Callahan Financial Planning Company

Callahan Financial Planning is an independent fiduciary financial advisor, providing financial planning and investment management services with 6 offices across 3 regions: San Rafael, San Francisco, and Mill Valley in Northern California, in Omaha and Lincoln in Nebraska, and in the Denver metro area in Centennial Colorado. We provide a special form of conflict-free financial advice called fee-only financial planning. This means both the company and all of our financial advisors make a legal and ethical commitment to place the interest of our clients first in everything that we do, and we will never receive a sales commission for anything we do. Callahan Financial Planning is a federally registered investment advisor serving clients throughout the U.S., and our practice is one of the largest NAPFA financial advisory practices in the some of the markets we serve.

Advisory Services Provided:

Financial Planning, Investment Advice & Management, Tax Advice and Services


Qualifications CRD# 6302419
Firm CRD# 111167

Compensation/Fee Fee-Based


Office Location 8055 East Tufts Avenue Suite 1310,
Denver,
CO
80237
Phone Number 888-242-6766

A Colorado native, Allworth Advisor Amy Bertle, CFP® and CDFA®, is based in the Denver region. A graduate of the University of Colorado, Amy likes to remind clients that with proper advance planning almost any financial goal can be achieved. An avid outdoors person, she spends her free time hiking and fly fishing in the Rockies with her two 100-pound Bernese Mountain Dogs.

About Allworth Financial

Based out of Sacramento, California, Allworth Financial is an independent financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. The firm, which was founded in 1993, has grown to serve more than 12,000 clients and manages over $10 billion in client assets.

Advisory Services Provided:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts


Qualifications CRD# 6620897
Firm CRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 10012 Commons Street,
Suite 108,
Lone Tree,
CO
80124
Phone Number 303-846-1919

Office Location 1120 W. 122nd Avenue,,
Suite 300,
Westminster,CO 80234
Phone Number 720-354-3474

Office Location 8610 Explorer Drive Suite 120,
Colorado Springs,CO 80920
Phone Number 408-565-8564

My motivation as a financial planner is to assist our clients in prioritizing and planning around their finances in order to help them achieve their retirement and other financial goals. When I am not working, I enjoy golfing, mountain biking and spending time outdoors.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 4407663
Firm CRD# 282640
Series 63, 65

Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets


Office Location 3500 John F. Kennedy Pkwy.,
Suite 300,
Fort Collins,
CO
80525
Phone Number 970-672-1236

About Navigation Wealth Management

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# 5294493
Firm CRD# 281597
Series 6, 7, 63, 65

Compensation/Fee Fee-Based, Based on Assets


Office Location 101 University Blvd,
Suite 450,
Denver,
CO
80206
Phone Number 303-749-6115

About Trilogy Financial

Diane is a Vice President of Wealth Planning at Trilogy Financial Services, as well as an Investment Advisor Representative at Trilogy Capital. She holds the Securities Series 6, 63 and 7 registrations with LPL Financial, and her Series 65 registration with Trilogy Capital. In addition, Diane is licensed in Life, Health, Disability and Long Term Care. Diane also works closely with professionals in Tax & Estate Planning, Business Planning, Real Estate, Mortgage, and other areas of financial services, to assist her with the planning efforts of her clients. These entities together create a pillar of education, knowledge and collaboration to help Diane's clients work towards their financial goals. Diane strives to stay on the cutting edge of information.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth 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 Firm CRD# 155172

Compensation/Fee Fee-Based


Office Location 1099 18th Street,
Suite 2400,
Denver,
CO
80222
Phone Number 650-556-1310

About Personal Capital

Ready to take control of your finances? Personal Capital is here to help. We have objective fiduciary advisors ready to analyze your financial situation, and help you build a personalized, holistic plan.

The holistic financial plan recommendation is yours to keep, no strings attached.

There's never been a better time to get a second opinion on your financial future. Schedule a call with Personal Capital today.

WHY USE PERSONAL CAPITAL

Personal Capital provides a unique combination of award-winning financial tools and personalized, human advice.

Work with our team of licensed fiduciary advisors to build a free Personalized Plan that's yours to keep. You and your advisor will use our comprehensive array of free money management tools to identify and alert you to opportunities for investment management, retirement planning, and cash flow.

Setting up your dashboard will make your discussion with an advisor -- whether ours or a competitor's -- more productive. And it's completely free to get started:

  1. Customization begins by learning about your entire financial situation and goals. Use our free dashboard to get a 360-degree view of your money and see all your accounts in one place, including your investments. And go deeper with our planning and analytics tools.
  2. Our team of licensed fiduciary advisors understands that every investor is unique. With the dynamic tools, work with your advisor to build a complimentary Personalized Plan that is yours to keep, whether you decide to work with us or not.
  3. Get Wealth Management custom-tailored to your unique situation. Together, we design a portfolio that's based on your preferences, and what stage you are in your life. We charge one all-inclusive management fee at a fraction of the cost of traditional financial institutions. There are no hidden fees, no trailing fees and no trade commissions.

Personal Capital Advisors Corporation ("PCAC") compensates WiserAdvisor ("Company") for new leads. ("Company") is not an investment client of PCAC.

Advisory Services Provided:

Portfolio Management, Wealth Management


Top Financial Advisor Firms in Colorado (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
Great-West Capital Management, Llc
8515 East Orchard Road, 2t3,
Greenwood Village, CO 80111
$58,651,072,725 41 A percentage of AUM
Advisors Asset Management, Inc.
18925 Base Camp Road , Suite 203,
Monument, CO 80132
$4,038,813,763 1512 A percentage of AUM
Hourly charges
Excellere Partners
3033 East First Avenue , Suite 700,
Denver, CO 80206
$2,255,928,013 5 A percentage of AUM
Performance Based
Other (TRANSACTION,MONITORING, CLOSING, ACQUISITION FEES)
Mount Yale Investment Advisors, Llc
1580 Lincoln Street , Suite 680,
Denver, CO 80203
$2,006,629,259 2886 A percentage of AUM
Fixed fees
Davidson Fixed Income Management, Inc.
1550 Market Street , Suite 300,
Denver, CO 80202
$1,103,296,730 9 A percentage of AUM
Towle & Co
50 S. Steele Street , Suite 1000,
Denver, CO 80209
$842,995,191 85 A percentage of AUM
Hourly charges
Performance Based
Sprinkle Financial Consultants Llc
1520 West Canal Court, Suite 220,
Littleton, CO 80120
$827,810,060 1048 A percentage of AUM
Fixed fees
Boulder Asset Management
9785 Maroon Circle , Suite 130,
Englewood, CO 80112
$486,925,433 229 A percentage of AUM
Fixed fees
Institutional Capital Management, Inc.
808 S. Public Road, Suite 101,
Lafayette, CO 80026
$466,000,000 14 A percentage of AUM
Fixed fees
Crescat Portfolio Management Llc
44 Cook Street , Suite 100,
Denver, CO 80206
$393,139,452 195 A percentage of AUM
Performance Based
Pvg Asset Management Corp
6898 S. University Blvd., Suite 100,
Denver, CO 80122
$342,110,000 1130 A percentage of AUM
Hourly charges
Prudent Man Investment Management
927 Main Street,
Lousiville, CO 80027
$260,451,719 535 A percentage of AUM
Branzan Investment Advisors, Inc.
10288 W Chatfield Ave, Ste 300,
Littleton, CO 80127
$130,262,795 9 A percentage of AUM
Performance Based
Verdeam
7347 S. Revere Parkway , Building A, Suite A,
Centennial, CO 80112
$61,080,897 6 A percentage of AUM
Hourly charges
Performance Based
Investment Research Corp
1636 Logan Street,
Denver, CO 80203
$52,684,629 135 A percentage of AUM
Hourly charges
Fixed fees

    List of Additional Advisors in Colorado*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Bradford A Gann
    Inquire with Bradford
    2438 Research Pkwy, Ste 105, Colorado Springs, CO  80920 719-328-1050
    Brightside Wealth Advisors
    Inquire with Brightside
    1881 9th St, Ste 302, Boulder, CO  80302 720-565-6117
    Barbara Davidman
    Inquire with Barbara
    5251 Dtc Parkway, Suite 1500, Greenwood Village, CO  80111 720-488-2411
    Arthur Segall
    Inquire with Arthur
    5251 Dtc Parkway, Suite 1500, Greenwood Village, CO  80111 720-488-2361
    Barnai Asset Management, LLC
    Inquire with Barnai
    2890 18th Street, Boulder, CO  80304 303-601-1410
    Accrue Financial Services
    Inquire with Accrue
    1430 Larimer Street, Suite 203, Denver, CO  80202 303-906-6073
    Brian Lindsey
    Inquire with Brian
    121 South Tejon St, Suite 700, Colorado Springs, CO  80903 719-475-3637
    Andrea Shortino
    Inquire with Andrea
    16 Inverness Pl E, Bldg B, Englewood, CO  80112 720-266-1010
    Anthony Baldassari
    Inquire with Anthony
    1550 Market St, Suite 600, Denver, CO  80202 303-572-4016
    Anchor Insurance
    Inquire with Anchor
    4601 Eagleridge Place, #120, Pueblo, CO  81008 719-225-3805
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      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

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