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Find the Best Financial Advisors in Colorado

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.

Here are a few reasons why our directory is the ideal starting point for your search:

  1. Our directory provides a comprehensive list of top-rated financial advisors, including independent financial advisors, investment advisors, fee-only financial advisors, and more.

  2. Each advisor listing contains detailed information about their credentials, experience, and areas of expertise, allowing you to make an informed decision.

  3. 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.

  4. We only include certified and vetted financial advisors and advisory firms in our directory, ensuring that you work with a trustworthy advisor.

Finding the Top Financial Advisor in Colorado

Last Updated - May 13, 2024

Colorado has 10 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 20 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.

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 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
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
Matthew Kelley
CFP®, AAMS®, AIF®
GOLD MEDAL WATERS
4551 13th Street,
Boulder, CO 80304
26 Years $175,000,000 $0 Fee-Only
Michelle Francis
LIFE STORY FINANCIAL
15857 W 95th Ave,
Arvada, CO 80007
7 Years $3,685,235 $100,000 Fee-Only
Adam Brunin
NSSA®, AIF®
NAVIGATION WEALTH MANAGEMENT
3500 John F. Kennedy Pkwy.,
Suite 300,
Fort Collins, CO 80525
20 Years $92,000,000 $25,000 Fee-Based
Asbury Wealth Partners
6385 Corporate Drive,
Suite 205,
Colorado Springs, CO 80919
25 Years $40,000,000 $500,000 Fee-Based
Allworth Financial
8055 East Tufts Avenue Suite 1310,
Denver, CO 80237
Not Disclosed $10,000,000,000 Not Specified Fee-Based
Asbury Wealth Partners
6385 Corporate Drive,
Suite 205,
Colorado Springs, CO 80919
Not Disclosed $40,000,000 Not Specified Not Specified
Quotient Wealth Partners
CPA, CFP®, CFA®
1805 Shea Center Dr.,
Suite 100,
Highlands Ranch, CO 80129
Not Disclosed $3,000,000,000 $500,000 Fee-Based

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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

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# 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.

About Everest Wealth Advisors

Everest Wealth Advisors

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# 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.

About Infinium Investment Advisors, LLC

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# 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:

About Gold Medal Waters

Gold Medal Waters

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


Qualifications CRD# 6732786
Firm CRD# 319662
Series 7, 66

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


Office Location 15857 W 95th Ave,
Arvada,
CO
80007
Phone Number 720-307-8901

I'm the owner of Life Story Financial, a Registered Investment Advisor firm that I founded to become a fee-only advisor. This means I don't sell investment and insurance products or make commissions. I work for you, rather than a broker, bank or insurance company. I start by creating a plan to remove the overwhelm from your financial life so you can worry less and enjoy more. While traditional financial planning tends to cover only money-related topics, what typically gets left out is you. The numbers won't matter if your plan fails to take into account the why behind your money. I'm especially passionate about empowering women to make informed decisions and positive changes with their money and finances. In my free time, I enjoy taking family-friendly vacations and getting outside with my husband and three very active, elementary-school-age children and our Jack Russell terrier. I also enjoy trying new restaurants, volunteering in my community, reading psychological thrillers and teaching my kids about money.

About Life Story Financial

Life Story Financial

Life Story Financial is a Registered Investment Advisor firm founded in 2022 by financial advisor Michelle Francis. The firm is fully independent, meaning it's not affiliated with an insurance company or broker dealer. This means clients can choose from flexible pricing options including a flat fee for comprehensive financial planning, an asset-based fee for investments and an hourly fee for financial advice. These fee-only financial services are available in-person in Metro Denver and virtually across the United States.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management


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

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# 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

About Asbury Wealth Partners

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 Firm CRD# 111167

Compensation/Fee Fee-Based


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

About Allworth Financial

Allworth Financial

Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.

Advisory Services Provided:

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


Qualifications CRD# 2754305
Firm CRD# 6413


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

About Asbury Wealth Partners

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 Firm CRD# 326819

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


Office Location 1805 Shea Center Dr.,
Suite 100,
Highlands Ranch,
CO
80129
Phone Number 720-383-6150

About Quotient Wealth Partners

Quotient Wealth Partners

As an independent wealth management firm, we are deeply committed to helping clients, particularly corporate executives and professionals, properly plan for their financial future. We are an SEC-registered investment advisor, operating on an open architecture platform. This allows us to offer our clients a vast array of investment options and the freedom to pursue their financial future with confidence and anticipation.

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


Customer Reviews

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.

Top Financial Advisor Firms in Colorado (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
JANUS HENDERSON INVESTORS
151 Detroit Street, Denver, CO 80206
1061 6667 $203,245,721,760
A Percentage of AUM, Performance Based
EMPOWER ADVISORY GROUP, LLC
8515 East Orchard Rd 4t2, Greenwood Village, CO 80111
874 236022 $116,213,253,377
A Percentage of AUM, Fixed Fees
PUBLIC TRUST ADVISORS, LLC
717 17th Street, Suite 1850, Denver, CO 80202
78 89 $64,938,342,319
A Percentage of AUM, Fixed Fees, Other (CONSULTING FEES)
TRANSAMERICA ASSET MANAGEMENT, INC.
1801 California Street, Suite 5200, Denver, CO 80202
59 136 $63,514,278,950
A Percentage of AUM, Fixed Fees
EMPOWER CAPITAL MANAGEMENT, LLC
8515 East Orchard Road, 2t3, Greenwood Village, CO 80111
260 101 $54,431,410,714
A Percentage of AUM, Fixed Fees
MERCER GLOBAL ADVISORS INC.
1200 17th Street, Suite 500, Denver, CO 80202
900 76213 $35,141,673,366
A Percentage of AUM, Hourly charges, Fixed Fees
ARROWMARK COLORADO HOLDINGS, LLC
100 Fillmore Street, Suite 325, Denver, CO 80206
102 155 $21,401,554,901
A Percentage of AUM, Performance Based
CETERA ADVISORS LLC
5299 Dtc Blvd, Suite 800, Greenwood Village, CO 80111
1047 90646 $21,227,977,082
A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
KSL CAPITAL PARTNERS
100 St. Paul Street, Suite 800, Denver, CO 80206
114 45 $20,964,360,558
A Percentage of AUM, Performance Based, Other (PORTCO TRANS, MONITORING, CONSULTING, MARGIN, AND DIRECTORS FEES)
ALPS ADVISORS, INC.
1290 Broadway, Suite 1000, Denver, CO 80203
64 8 $19,334,512,529
A Percentage of AUM, Fixed Fees, Other (QUARTERLY, ASSET-BASED LICENSING FEE)
NORTHWOOD INVESTORS LLC
1819 Wazee Street, Denver, CO 80202
102 30 $11,760,146,035
A Percentage of AUM, Performance Based, Other (ACQUISITION FEE)
1888 INVESTMENTS, LLC
1401 Lawrence Street, Suite 1920, Denver, CO 80202
14 56 $6,700,969,380
A Percentage of AUM, Performance Based
BEAR CREEK ASSET MANAGEMENT, LLC
1200 17th Street, Suite 970, Denver, CO 80202
9 174 $6,161,818,550
A Percentage of AUM, Performance Based
DEER PARK ROAD MANAGEMENT COMPANY, LP
1195 Bangtail Way, Steamboat Springs, CO 80487
36 6 $6,114,467,436
A Percentage of AUM, Performance Based
VERSUS CAPITAL ADVISORS LLC
5050 S. Syracuse Street, Suite 1100, Denver, CO 80237-3386
22 5 $5,687,984,923
A Percentage of AUM

    Frequently Asked Questions

    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.