Top financial advisors in Broomfield, CO
We've curated a list of the best financial advisors in Broomfield, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $166,036,850 Number of advisors 12 advisors | |||
| 2 | Assets under management $1,962,886,073 Number of advisors 8 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 Broomfield, 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.
Epiqwest Culver Wealth Advisors LLC
Epiqwest Culver Wealth Advisors LLC is a financial advisory firm based in Broomfield, Colorado. It currently has approximately $166,036,850 of assets under management and employs about 12 people. Epiqwest Culver Wealth Advisors LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$166,036,850 under management
12 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
Minot Capital, Lp
Minot Capital, LP, based in Broomfield, CO, has been providing investment advisory services since 2003. The firm specializes in discretionary investment management for institutional and family clients, offering both global advisory services and asset allocation strategies. The firm's ownership includes Kevin Risen, Scott Smith, and Annette Hopper. Minot's investment committee, led by the CIO, makes decisions for client accounts. The firm emphasizes a long-term perspective, equity bias, diversification, and value orientation in its investment approach. Minot's fees are negotiated individually based on services provided and assets managed, invoiced quarterly in arrears. The firm does not charge performance-based fees and has a minimum account size of $25 million. Clients have discretion over their investments, with Minot executing subscription documents and account openings. The firm conducts quarterly reviews of client accounts and provides detailed reports on portfolio performance and market analysis. Minot does not engage in soft dollar practices or receive referral fees. Client assets are held at third-party custodians, and the firm does not have custody of client funds. Minot does not vote proxies on behalf of clients and maintains a commitment to privacy and anti-money laundering compliance.
$1,962,886,073 under management
8 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
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 Broomfield, 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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