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Find Top Financial Advisors in Boulder, Colorado

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Boulder, Colorado
Last Updated - 26-Sep-2022

Boulder has 11 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 72 non-vetted advisors in your local area. These financial advisors in Boulder, Colorado have an average of 14 years of experience.

NOTE: The list of financial advisors in Boulder, 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 Boulder, Colorado.

Qualified Financial Advisors in Boulder, Colorado
Financial Advisor Experience AUM Minimum Assets Fee Structure
Curt Clegg
CFP®
AMA FINANCIAL PARTNERS
357 McCaslin blvd,
#200,
Louisville, CO 80027
16 Not Specified $25,000 Fee-Based
Matt Ganskopp
CFP®
EDELMAN FINANCIAL ENGINES, LLC
1120 W. 122nd Avenue,,
Suite 300,
Westminster, CO 80234
3 Not Specified Not Specified Fee-Based
Adam J. Strickman
CFP®, CRPC®, APMA®
ETHOS FINANCIAL PARTNERS
9351 Grant St.,
Suite 300,
Thornton, CO 80229
20 Not Specified Not Specified Fee-Only
Diane Zing
TRILOGY FINANCIAL
101 University Blvd,
Suite 450,
Denver, CO 80206
26 Not Specified $25,000 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
Personal Capital
PERSONAL CAPITAL
1099 18th Street,
Suite 2400,
Denver, CO 80222
11 $22,400,000,000 $100,000 Fee-Based
Amy Bertle
CFP®, CDFA®
ALLWORTH FINANCIAL
8055 East Tufts Avenue Suite 1310,
Denver, CO 80237
Not Disclosed 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
Geoff Keller
CPWA®, CIMA®
WESTERN RETIREMENT CONSULTANTS
5251 DTC Pkwy,
Ste 1045,
Greenwood Village, CO 80111
14 Not Specified Not Specified Fee-Based
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
Matt Ganskopp
CRPC®
EDELMAN FINANCIAL ENGINES, LLC
10012 Commons Street,
Suite 108,
Lone Tree, CO 80124
3 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Boulder

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# 6620897
Firm CRD# 104510
Series 65

Compensation/Fee Fee-Based


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

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# 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# 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 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 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


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# 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# 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# 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# 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

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.


Top Financial Advisor Firms in Boulder, Colorado (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
Crestone Asset Management Llc
1048 Pearl Street , Suite 450,
Boulder, CO 80302
$4,174,504,233 665 A percentage of AUM
Fixed fees
Performance Based
Colorado Financial Management Llc
4840 Pearl East Circle , Suite 300e,
Boulder, CO 80301
$2,123,151,467 3199 A percentage of AUM
Fixed fees
Bsw Wealth Partners
2300 Broadway Street,
Boulder, CO 80304
$1,743,871,704 3305 A percentage of AUM
Hourly charges
Fixed fees
Other (TRAVEL REIMBURSEMENT)
Schoolcraft Capital Llc
820 Pearl Street Suite F,
Boulder, CO 80302
$1,102,743,692 163 A percentage of AUM
Hourly charges
Fixed fees
Performance Based
The Millstone Evans Group, Llc
4999 Pearl East Circle , Suite 200,
Boulder, CO 80301
$730,621,713 2088 A percentage of AUM
Hourly charges
Fixed fees
Wealthgate Family Office Llc
5025 Pearl Parkway,
Boulder, CO 80301
$527,175,941 87 Hourly charges
Fixed fees
Meridian Wealth Management Llc
4430 Arapahoe Ave , Suite 210,
Boulder, CO 80303
$514,458,526 810 A percentage of AUM
Fixed fees
R3 Returns, Llc
2300 Broadway Street,
Boulder, CO 80304
$206,555,170 173 A percentage of AUM
Fixed fees
Kilterhowling Llc
2101 Pearl Street,
Boulder, CO 80302
$200,681,431 556 A percentage of AUM
Hourly charges
Other (POSSIBLE TRAVEL EXPENSES)
Boulder Wealth Advisors, Llc
2595 Canyon Blvd , Suite 220,
Boulder, CO 80302
$182,639,110 542 A percentage of AUM
Fixed fees
Consilium, Llc
918 Dearborn Place,
Boulder, CO 80303
$167,138,000 25 A percentage of AUM
Hourly charges
Fixed fees
Other (PROJECT FEES, CONSULTING FEES)
The Wealth Conservancy, Inc.
1525 Spruce Street , Suite 300,
Boulder, CO 80302
$157,365,186 213 A percentage of AUM
Fixed fees
Other (PROJECT RATE)
Cornerstone Investment Advisors, Llc
1790 38th Street , Suite 207,
Boulder, CO 80301
$139,695,463 259 A percentage of AUM
Fixed fees
Other (RETAINER)
Grey Mountain Partners
1470 Walnut Street , Suite 400,
Boulder, CO 80302
$131,828,168 3 A percentage of AUM
Hourly charges
Performance Based
Diversified Asset Management, Inc.
3450 Penrose Place, Suite 160,
Boulder, CO 80301
$117,922,794 81 A percentage of AUM
Hourly charges
Fixed fees

    List of Additional Advisors in Boulder, Colorado*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Brightside Wealth Advisors
    Inquire with Brightside
    1881 9th St, Ste 302, Boulder, CO  80302 720-565-6117
    Barnai Asset Management, LLC
    Inquire with Barnai
    2890 18th Street, Boulder, CO  80304 303-601-1410
    Aegis Financial Partners
    Inquire with Aegis
    1510 28th Street, Suite 100, Boulder, CO  80303 303-793-9350
    Bedford Wealth Advisors
    Inquire with Bedford
    7850 Edelweiss Court, Boulder, CO  80303 303-499-8800
    Bill Bowman Jr.
    Inquire with Bill
    1800 Broadway, Ste 120, Boulder, CO  80302 720-562-6208
    Daniel Schultz
    Inquire with Daniel
    1881 9th St, Ste 302, Boulder, CO  80302 720-565-6117
    Greg Parr
    Inquire with Greg
    4440 Arapahoe Ave, Ste 120, Boulder, CO  80303 303-442-0123
    Dave Strand
    Inquire with Dave
    4440 Arapahoe Ave, Ste 120, Boulder, CO  80303 303-442-0123
    Eliot Kairys
    Inquire with Eliot
    4440 Arapahoe Ave, Ste 120, Boulder, CO  80303 303-442-0123
    Parr and Strand
    Inquire with Parr
    4440 Arapahoe Ave, Ste 120, Boulder, CO  80303 303-442-0123
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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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