Top 10 financial advisors in Boulder, CO
We've curated a list of the best financial advisors in Boulder, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $3,429,185,971 Number of advisors 56 advisors | |||
| 2 | Assets under management $1,939,791,435 Number of advisors 17 advisors | |||
| 3 | Assets under management $614,152,322 Number of advisors 11 advisors | |||
| 4 | Assets under management $514,458,526 Number of advisors 7 advisors | |||
| 5 | Assets under management $392,073,925 Number of advisors 10 advisors | |||
| 6 | Assets under management $194,976,221 Number of advisors 8 advisors | |||
| 7 | Assets under management $180,942,460 Number of advisors 3 advisors | |||
| 8 | Assets under management $136,217,163 Number of advisors 4 advisors | |||
| 9 | Assets under management $99,444,376 Number of advisors 6 advisors | |||
| 10 | Assets under management $93,325,005 Number of advisors 2 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Boulder, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Crestone Asset Management LLC
Crestone Asset Management LLC, established in 2001, is a full-service wealth management firm specializing in investment advisory services for ultra-high-net-worth clients and families. As a subsidiary of Pathstone Family Office, Crestone offers services such as asset allocation, portfolio construction, and investment selection. Clients can opt for Family Office Client Services, Investment Advisory Client Services, Pre-Transaction Client Services, Family Foundation Services, or Partnership Investor Services. Crestone tailors its services based on each client's needs, creating customized Investment Policy Statements (IPS) to guide investment decisions. Clients have the option to grant limited discretion over their accounts, allowing Crestone to manage investments within agreed-upon parameters. Crestone's investment philosophy focuses on diversification among asset classes and investment managers to reduce risk and increase returns. The firm offers socially responsible investing options and emphasizes disciplined investment processes. Crestone charges fees based on a percentage of assets under management, with minimum annual fees varying based on the service provided. Clients have access to detailed quarterly reporting and account reviews. Crestone does not receive compensation for client referrals and does not participate in wrap fee programs. The firm does not have any disciplinary events to disclose and acts as a fiduciary to its clients. Clients have custody of their assets held in brokerage accounts, with qualified custodians sending account statements directly to clients. Crestone does not have authority to vote on client securities and does not receive soft dollar benefits from broker-dealers. Clients can choose their broker-dealer for securities transactions. Crestone provides detailed information on investment discretion, financial industry activities, and investment strategies to ensure transparency and client understanding.
$3,429,185,971 under management
56 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Colorado Financial Management LLC
Colorado Financial Management LLC, previously known as Sargent Bickham Lagudis LLC, is a registered investment adviser established in March 1999. The firm specializes in providing investment advisory services and financial planning to various clients, including individuals, businesses, trusts, and charitable organizations. Clients can engage the firm for discretionary and/or non-discretionary services on a fee-only basis. The firm's annual investment advisory fee ranges from 1.00% to 1.25% based on managed assets. Additionally, clients may request financial planning and consulting services on a stand-alone basis at an hourly or fixed rate. The firm follows a fiduciary responsibility for retirement accounts, acting in the best interest of clients. Investment strategies include long-term purchases, short-term purchases, trading, margin transactions, and options. The firm may recommend the use of margin and options strategies, which involve inherent risks. Clients are encouraged to review their accounts annually, and the firm provides regular account statements and performance reports. The firm has not been subject to disciplinary actions and does not accept compensation from the sale of securities. Clients have the option to engage the firm on a discretionary basis, granting full authority over investment transactions. Proxy voting is conducted for a limited number of clients, and the firm votes proxies in accordance with its Proxy Voting Policy. The firm does not solicit fees in advance exceeding $1,200 per client. Overall, Colorado Financial Management LLC offers personalized investment services with a focus on transparency and client satisfaction.
$1,939,791,435 under management
17 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
The Millstone Evans Group, LLC
The Millstone Evans Group, LLC is a registered investment adviser established in March 2020, offering discretionary and non-discretionary portfolio management and financial planning services. The firm's principal owners are Ms. Sacha Millstone and Mr. Gregory Evans. They provide investment management services through the Millstone Evans Wrap Program, offering discretionary investment management services for a specified annual fee, inclusive of trade execution, custody, reporting, and investment management fees. The annual Program fee ranges up to 1.25% of assets placed into the Program. Clients have the option to engage the Adviser on a non-wrap fee basis, with fees based on a percentage of assets under management, generally up to 1.25%. The Adviser acts as the portfolio manager for the Program, providing ongoing monitoring and review of account performance. Clients can impose restrictions on the Adviser's services and are encouraged to communicate any changes in their financial situation or investment objectives. The firm also offers financial planning and consulting services, with fees inclusive of the advisory fee. Clients have access to the Adviser's investment professionals to discuss their accounts. The Adviser may recommend allocating assets among unaffiliated independent investment managers based on client objectives. Clients can participate in managed programs through Raymond James & Associates, Inc., such as the Freedom Program and the Raymond James Trust Program. The firm emphasizes the importance of ongoing financial planning and provides services on a non-wrap fee basis as well.
$614,152,322 under management
11 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Blogs And Podcasts
Meridian Wealth Management LLC
Meridian Wealth Management is a registered investment advisor offering discretionary asset management services through a program account tailored to individual client needs. The firm engages in detailed discussions with clients to understand their financial situation, goals, risk tolerance, and investment objectives. Clients' accounts are managed using various investment types, including mutual funds, ETFs, individual stocks and bonds, and options. Clients are required to establish a program account at LPL Financial, the custodian for the assets. Meridian charges a maximum annual advisory fee of 3%, based on the account's market value, which is negotiable. Fees are billed quarterly in advance and are assessed on all assets held in client accounts, including cash and cash equivalents. The firm only manages assets under a discretionary mandate and does not offer non-discretionary services. Meridian also utilizes third-party investment advisory firms to aid in portfolio management, conducting due diligence and ongoing reviews of their performance. Clients have access to quarterly performance reports and account statements, and the firm does not have custody of client funds or securities. Meridian operates on a discretionary basis, managing accounts without obtaining client consent for each trade. Clients are encouraged to contact their advisory representative with any questions regarding their program account.
$514,458,526 under management
7 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Black Swift Group, LLC
Black Swift Group, LLC is a financial advisory firm based in Boulder, Colorado. It currently has approximately $392,073,925 of assets under management and employs about 10 people. Black Swift Group, LLC uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
$392,073,925 under management
10 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Financial Steward Associates, LLC
Financial Steward Associates, LLC, is a Registered Investment Adviser based in Boulder, CO. Established in March 2001, the firm specializes in providing comprehensive financial planning services rather than investment management. Led by Marion Steward, the Chief Compliance Officer, the firm focuses on engaging clients in discussions about their financial goals, offering strategies for estate planning, income tax, wealth transfer, and more. They collaborate with clients' other advisors to ensure a coordinated effort towards achieving financial objectives. The firm offers financial planning services for a separate fee, which can be negotiated based on individual circumstances. Financial Planning fees range from $2,500 to $10,000 for fixed fees, and hourly fees are $350/hour. Clients have the right to decline implementation of advice provided. Financial Steward Associates does not engage in performance-based fees and works with individuals and high net-worth individuals only. The firm's investment strategies involve modular Financial Plans and hourly consulting, utilizing risk tolerance questionnaires, Monte Carlo analysis, and modern portfolio theory. Clients are made aware of the risks associated with various investments, including market risk, foreign securities and currency risk, and interest rate risk. The firm does not manage client accounts or have custody of client funds, and they do not vote proxies on behalf of clients. Financial Steward Associates does not accept compensation for client referrals and has no disciplinary items to report.
$194,976,221 under management
8 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Consulting
Boulder Wealth Advisors, LLC
Boulder Wealth Advisors is a Registered Investment Advisor founded in 1997 and registered since 2001. The firm specializes in providing personalized financial planning and investment management services to individuals, families, trusts, pension plans, and more. Their investment strategy primarily involves stocks, bonds, mutual funds, BDCs/REITs, ETFs, and ESG/Social securities, with a portion of accounts held in cash or cash equivalents. The firm requires a minimum account size of $500,000 but may accept smaller accounts at their discretion. They offer discretionary investment management services, tailoring portfolios to meet clients' needs and objectives. Clients have the ability to leave standing instructions for investments, with the firm rebalancing portfolios as needed. Boulder Wealth Advisors charges a maximum annual advisory fee of 1.50%, billed quarterly based on account value. They do not charge performance-based fees or engage in side-by-side management. The firm's investment strategies include five portfolio models ranging from Ultra Aggressive to Growth & Income, with a focus on diversified stock and bond funds. Clients are encouraged to review account statements and reports provided by the custodian. The firm does not have any disciplinary information to report and does not accept or pay fees for client referrals.
$180,942,460 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Publication Of Periodicals Or Newsletters
Silverpeak Wealth Advisors
Silverpeak Wealth Advisors is a financial advisory firm based in Boulder, Colorado. It currently has approximately $136,217,163 of assets under management and employs about 4 people. Silverpeak Wealth Advisors uses a fee structure of and a percentage of assets under your management.
$136,217,163 under management
4 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
The Wealth Conservancy, Inc.
The Wealth Conservancy, Inc. is a Registered Investment Adviser located in Boulder, CO. Founded in 1983, the firm specializes in providing investment advisory services. The team includes Steven Peter Henningsen, Partner and Chief Investment Officer since September 2000, Melissa Renee Hoyer, Financial Planner since February 2020, and Myra Lynn Salzer, President since June 1983. Steven Peter Henningsen holds a CFP® designation and has no disciplinary history. He does not engage in other investment-related activities or receive commissions. Melissa Renee Hoyer, also a CFP®, has a BA in French Language and Literature and offers the Way into WealthTM coaching program. Myra Lynn Salzer, a CFP® since 1983, has no disciplinary history and is not involved in other investment-related activities. The firm operates as a fiduciary, with Henningsen and Salzer overseeing the investment advice provided to clients. Clients have the assurance that the team is dedicated to upholding high ethical standards and monitoring investments to align with client objectives. The Wealth Conservancy, Inc. does not receive compensation from non-advisory clients for advisory services, ensuring a focus on client interests.
$99,444,376 under management
6 advisors
Fee structure
A percentage of assets under your management
Fixed fees
PROJECT RATE
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Wealth Coaching
Cornerstone Investment Advisors, LLC
Cornerstone Investment Advisors, LLC is an independent financial services firm specializing in comprehensive financial planning and investment advisory services. Established in 2001, the firm's compensation is solely from fees paid directly by clients, with no commissions accepted. Assets under management are held by independent custodians in the client's name. The firm provides financial planning services covering cash flow analysis, retirement analysis, portfolio analysis, education savings analysis, and estate analysis. Investment strategies include strategic asset allocation based on Modern Portfolio Theory, utilizing various securities such as equities, bonds, mutual funds, and more. Cornerstone offers discretionary and non-discretionary portfolio management services, tailoring investment advice to meet clients' needs and objectives. The firm may recommend sub-advisors or third-party investment advisors for certain services, considering factors like performance, fees, and client needs. Clients may choose to use third-party advisors or custodians recommended by Cornerstone. The firm does not engage in performance-based fees and does not vote proxies unless instructed by clients. Cornerstone does not have any disciplinary information to disclose and maintains a Code of Ethics ensuring integrity, objectivity, and fairness in its practices. The firm does not require prepayment of fees exceeding $1,200 in advance.
$93,325,005 under management
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
RETAINER
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Boulder, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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