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Top 19 Wealth Management Firms in Colorado

3
min read
Top 19 wealth management companies in Colorado Main

Top 19 Wealth Management Firms in Colorado

3
min read
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Top 19 wealth management companies in Colorado Main
Top firms trust Inven to find niche companies

The wealth management industry in Colorado consists of firms dedicated to creating, preserving, and managing wealth. These firms cater to different sections of society including high-net-worth individuals, entrepreneurs, families, and businesses. With a broad range of services including financial planning, retirement planning, investment advisory, and tailored financial solutions, these companies play an integral role in economic growth and stability. Adopting advanced technology and fiduciary standards, the Colorado wealth management firms strive to drive optimal results for their clients. The future of the industry is anticipated to witness more personalization, transparency and technology-based solutions.


Top 19 wealth management companies in Colorado

1. Monarch Investment and Management Group

Monarch Investment and Management is a company that provides investment and management services to individuals and businesses. They offer a range of financial solutions including wealth management, investment planning, and portfolio management.


2. Crestone Capital, LLC

Crestone Capital LLC is an independent wealth management firm specializing in delivering extraordinary wealth management services. They cater to entrepreneurs, business owners, and their families, providing personalized solutions to pursue their unique goals.


3. E.A. Buck Financial Services

  • Website: eabuck.com
  • Headquarters: Denver, Colorado, United States
  • Founded: 1980
  • Headcount: 51-200
  • LinkedIn

E.A. Buck Financial Services is an independent financial services firm providing retirement planning and wealth management services. They offer a variety of investment and insurance products tailored to meet the individual needs and objectives of their clients.


4. GHP Investment Advisors, Inc.

  • Website: ghpia.com
  • Headquarters: Denver, Colorado, United States
  • Founded: 1995
  • Headcount: 11-50
  • LinkedIn

GHPIA is a fiduciary investment advisory firm that offers comprehensive wealth management services. They prioritize their clients' best interests and provide objective investment advice. GHPIA does not receive commissions for selling financial products or investments, nor do they sell insurance.


5. Cascade Financial Management, Inc.

Cascade Inc. is an investment management company based in Denver, CO. They provide financial planning and investment advisory services to clients. With a team of experienced professionals, Cascade Inc. works closely with clients to understand their financial goals and design customized financial plans. They offer insights and webinars on market conditions and events to help clients make informed investment decisions. Cascade Inc. focuses on assisting clients in implementing their investment strategies and coordinating with other professionals.


6. SRS Capital Advisors, Inc.

SRS Capital Advisors is a privately owned independent Registered Investment Advisor specializing in customized investment platforms and highly sophisticated wealth planning solutions for high net worth families and individuals, businesses, and foundations.


7. Shelton Capital Management

Shelton Capital Management is an investment management company that offers a range of investment products and services. With expertise in portfolio management and financial advisory, the company aims to help clients meet their investment goals.


8. Life Certain Wealth Strategies

Life Certain Wealth Strategies is an investment firm that focuses on retirement planning, investment planning, estate planning, stock option planning, insurance planning, tax mitigation planning, and social security maximization. They prioritize building long-term relationships with their clients based on open and honest communication.


9. Sparks Financial

Sparks Financial is a leading multigenerational wealth management firm that supports financially successful individuals, families, and businesses. They offer personalized financial plans, integrating investments, insurance, and tax strategies. Their holistic approach and client-centered philosophy set them apart, helping clients prepare for a lifetime of wealth management decisions.


10. BSW Wealth Partners, a Public Benefit Corporation

  • Website: bsw.com
  • Headquarters: Boulder, Colorado, United States
  • Founded: 1992
  • Headcount: 11-50
  • LinkedIn

BSW is an independent financial advisory firm that strives to deliver what most firms promise. With expertise in wealth management, BSW offers personalized services to help clients achieve their financial goals.


11. Aveo Capital Partners, LLC

Aveo Capital Partners is an independent wealth advisory firm, providing integrative wealth management solutions to individuals and families. They aim to bring order and discipline to clients' financial lives by working in partnership and providing resources and advice to reach financial goals.


12. Geneos Wealth Management Inc

Geneos Wealth Management is a financial advisory firm that offers innovative tools and personalized support to help advisors thrive in a digital world. They prioritize caring and professionalism, and their cutting-edge technology solutions empower advisors to nurture relationships with clients and achieve their professional goals.


13. CoBiz Financial

BOK Financial is a top 25 U.S.-based bank, offering sophisticated wealth, commercial and consumer products and services. They provide tailored advice and expertise to their clients, with a focus on delivering personalized solutions for their financial needs.


14. Wealth Strategies

  • Website: wealthsg.com
  • Headquarters: Greenwood Village, Colorado, United States
  • Headcount: 51-200
  • LinkedIn

Wealth Strategies is a financial advisory company that focuses on helping families and businesses use their income as a tool. They offer customized strategies in retirement planning, investment management, estate planning, insurance, tax planning, and more.


15. STILMAN Advanced Strategies

Stilman Advanced Strategies is a company that offers comprehensive financial planning and investment solutions. Their team of experienced professionals provides personalized advice and expertise to help clients achieve their financial goals.


16. The Millstone Evans Group

The Millstone Evans Group is a financial advisory firm that aims to connect with clients in a clear and personal way. They offer services to various customer groups, including families, first-time investors, LGBTQ+ individuals, professionals, entrepreneurs, top executives, retirees, socially responsible investors, women investors, and individuals experiencing life transitions. Their approach centers on removing barriers to financial planning and making clients feel comfortable in a sometimes uncertain world.


17. EdgeRock Wealth Management

EdgeRock Wealth Management is an independent financial services firm that helps individuals, families, and companies create strategies using investment and insurance products. They provide advisory services through EdgeRock Capital, focusing on maximizing clients' financial goals.


18. VisionQuest Alliance

VQ Alliance is a company that offers professional services in the financial industry, with a focus on investment banking. They provide expertise in investment strategies, financial analysis, and transactions. Their services are tailored to meet the unique needs of each client, helping them achieve their financial goals.


19. CFSI Loan Management

  • Website: thinkcfsi.com
  • Headquarters: Greenwood Village, Colorado, United States
  • Founded: 2011
  • Headcount: 11-50
  • LinkedIn

ThinkCFSI is a company that offers financial services and solutions for businesses and individuals. They provide a range of services, including financial planning, investment management, and risk assessment.


Want to find more wealth management companies?


If you want to find more companies that offer tailored financial strategies and comprehensive investment solutions you can do so with Inven. This list was built with Inven and there are hundreds of companies like these globally.


With Inven you'll also get to know the company's:


  • Ownership: Which of these are private equity backed? Which are family-owned?
  • Contact data: Who are the owners and CEO's? What are their emails and phone numbers?
  • Financials: How do these companies perform financially? What are their revenues and profit margins?

...and a lot more!

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