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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
7
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
23
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 |
| 26 Years | $175,000,000 | $0 | Fee-Only | |
| Not Disclosed | Not Specified | Not Specified | 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 |
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# 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
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
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.
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.
