Top 10 advisors in Boulder
We’ve curated a list of the best financial advisors in Boulder, take a look at it below
Find an advisor in Boulder| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $3,804,093,548 | 24 advisors | ||
| 2 | $3,429,185,971 | 56 advisors | ||
| 3 | $3,209,421,465 | 27 advisors | ||
| 4 | $1,939,791,435 | 17 advisors | ||
| 5 | $1,911,147,000 | 14 advisors | ||
| 6 | $614,152,322 | 11 advisors | ||
| 7 | $514,458,526 | 7 advisors | ||
| 8 | $392,073,925 | 10 advisors | ||
| 9 | $194,976,221 | 8 advisors | ||
| 10 | $180,942,460 | 3 advisors |
How we came up with this list
To generate our top financial advisors list in Boulder, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Boulder. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Rubicon Technology Management L.l.c.
Assets under management
$3,804,093,548
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
2. Crestone Asset Management LLC
Assets under management
$3,429,185,971
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
3. Vision Ridge Partners, LLC
Assets under management
$3,209,421,465
Fee structure
A percentage of assets under your management
Performance-based fees
SEE SCHEDULE D - MISCELLANEOUS
Services offered
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)
Portfolio Company Management Services
4. Colorado Financial Management LLC
Assets under management
$1,939,791,435
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)
5. Woodbourne Capital Management International Lp
Assets under management
$1,911,147,000
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
6. The Millstone Evans Group, LLC
Assets under management
$614,152,322
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
- Not sure which one to choose?Use our smart matching tool
7. Meridian Wealth Management LLC
Assets under management
$514,458,526
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
8. Black Swift Group, LLC
Assets under management
$392,073,925
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)
9. Financial Steward Associates, LLC
Assets under management
$194,976,221
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
- Not sure which one to choose?Use our smart matching tool
10. Boulder Wealth Advisors, LLC
Assets under management
$180,942,460
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
Your first meeting is free.