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Find Top Financial Advisors in Steamboat Springs, Colorado

Looking for a financial advisor? Look no further than WiserAdvisor. It is an excellent place to start your search to compare pre-screened and trustworthy financial advisors and firms to find the one that meets your needs. It is important for those who want to make informed decisions about their finances to consider working with a financial advisor, as seeking assistance from a skilled professional can provide you with insights that can greatly impact your financial journey. On our directory for Steamboat Springs, Colorado, you can find a vetted financial professional proficient in services including financial planning, investment management, and more. We also recommend using our free advisor match tool to compare up to 3 financial advisors matched to your specific needs.

How To Find Trusted Financial Advisors in Steamboat Springs, Colorado

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

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FINRA/SEC Registered Advisors

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Firm Name
JANUS HENDERSON INVESTORSDenver, CO
No. of Advisors978
AUM$239,345,489,058
No. of Clients6602
Fee StructureA percentage of AUM, Performance Based
Firm Name
PUBLIC TRUST ADVISORS, LLCDenver, CO
No. of Advisors81
AUM$81,139,239,094
No. of Clients82
Fee StructureA percentage of AUM, Fixed fees, Other (CONSULTING FEES)
Firm Name
TRANSAMERICA ASSET MANAGEMENT, INC.Denver, CO
No. of Advisors60
AUM$65,938,129,807
No. of Clients135
Fee StructureA percentage of AUM, Fixed fees
Firm Name
EMPOWER CAPITAL MANAGEMENT, LLCGreenwood Village, CO
No. of Advisors305
AUM$64,880,528,684
No. of Clients154
Fee StructureA percentage of AUM, Fixed fees
Firm Name
ALPS ADVISORS, INC.Denver, CO
No. of Advisors64
AUM$24,019,792,910
No. of Clients7
Fee StructureA percentage of AUM, Fixed fees, Other (QUARTERLY, ASSET-BASED LICENSING FEE)
Firm Name
KSL CAPITAL PARTNERSDenver, CO
No. of Advisors114
AUM$23,349,884,257
No. of Clients50
Fee StructureA percentage of AUM, Performance Based, Other (PORTCO TRANS, MONITORING, CONSULTING, MARGIN, AND DIRECTORS FEES)
Firm Name
ARROWMARK COLORADO HOLDINGS, LLCDenver, CO
No. of Advisors103
AUM$21,568,739,948
No. of Clients149
Fee StructureA percentage of AUM, Performance Based
Firm Name
NORTHWOOD INVESTORS LLCDenver, CO
No. of Advisors125
AUM$8,849,768,102
No. of Clients33
Fee StructureA percentage of AUM, Performance Based, Other (ACQUISITION FEE)
Firm Name
MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLCGreenwood Village, CO
No. of Advisors51
AUM$7,728,468,201
No. of Clients69
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
BEAR CREEK ASSET MANAGEMENT, LLCDenver, CO
No. of Advisors8
AUM$7,457,031,060
No. of Clients176
Fee StructureA percentage of AUM, Performance Based
Firm Name
1888 INVESTMENTS, LLCDenver, CO
No. of Advisors14
AUM$5,903,565,233
No. of Clients36
Fee StructureA percentage of AUM, Performance Based
Firm Name
REVELSTOKE CAPITAL PARTNERSDenver, CO
No. of Advisors51
AUM$5,493,402,577
No. of Clients21
Fee StructureA percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS)
Firm Name
SMITH CAPITAL INVESTORS, LLCDenver, CO
No. of Advisors24
AUM$5,271,991,016
No. of Clients2
Fee StructureA percentage of AUM
Firm Name
ASPEN GROVE CAPITAL, LLCAvon, CO
No. of Advisors20
AUM$5,239,515,491
No. of Clients2618
Fee StructureA percentage of AUM, Fixed fees
Firm Name
VERSUS CAPITAL ADVISORS LLCDenver, CO
No. of Advisors28
AUM$5,083,943,690
No. of Clients7
Fee StructureA percentage of AUM

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