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Find Top 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.

How To Find Trusted Financial Advisors in Colorado

Colorado has 1 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 21 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.

Qualified Financial Advisors in Colorado

VETTED
Financial Advisor
Mark StarosciakCFP®, CRPC®Edelman Financial Engines, LLC - tariktest50 South Steele StreetDenver, CO 80209
Experience21 Years
AUM$100,000,000
Minimum Assets$500,000
Fee StructureFee-Only
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Information on Qualified Financial Advisors in Colorado

Mark Starosciak
VETTED
Mark StarosciakCFP®, CRPC®
Edelman Financial Engines, LLC - tariktest
About Mark Starosciak
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 Edelman Financial Engines, LLC - tariktest
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# 4018163Firm CRD# 149123Series 66
Compensation/Fee
Fee-Only, Hourly, Based on Assets
Office Location
50 South Steele Street,#830,Denver,CO 80209
Phone Number
720-253-1818

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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
EMPOWER ADVISORY GROUP, LLCGreenwood Village, CO
No. of Advisors766
AUM$134,279,160,181
No. of Clients188739
Fee StructureA percentage of AUM, Fixed fees
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
MERCER GLOBAL ADVISORS INC.Denver, CO
No. of Advisors1020
AUM$45,350,198,548
No. of Clients86945
Fee StructureA percentage of AUM, Hourly charges, 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

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