Top 10 advisors in Colorado Springs
We’ve curated a list of the best financial advisors in Colorado Springs, take a look at it below
Find an advisor in Colorado Springs| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $1,294,082,579 | 10 advisors | ||
| 2 | $499,320,987 | 25 advisors | ||
| 3 | $421,984,106 | 10 advisors | ||
| 4 | $286,422,625 | 8 advisors | ||
| 5 | $202,886,438 | 22 advisors | ||
| 6 | $142,155,221 | 4 advisors | ||
| 7 | $137,997,967 | 5 advisors | ||
| 8 | $122,166,301 | 2 advisors | ||
| 9 | $102,947,103 | 3 advisors | ||
| 10 | $102,943,648 | 6 advisors |
How we came up with this list
To generate our top financial advisors list in Colorado Springs, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Colorado Springs. 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. Corundum Group, Inc.
Assets under management
$1,294,082,579
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
Selection Of Other Advisers
2. First Affirmative Financial Network LLC
Assets under management
$499,320,987
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)
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
3. Seamount Financial Group Inc
Assets under management
$421,984,106
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
4. Intergy Private Wealth, LLC
Assets under management
$286,422,625
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)
Pension Consulting Services
Selection Of Other Advisers
5. Accelerated Wealth Advisors LLC
Assets under management
$202,886,438
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
6. Bonfire Financial, LLC
Assets under management
$142,155,221
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
- Not sure which one to choose?Use our smart matching tool
7. Season Investments, LLC
Assets under management
$137,997,967
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
Selection Of Other Advisers
8. Intentional Wealth Strategies
Assets under management
$122,166,301
Fee structure
A percentage of assets under your management
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)
Selection Of Other Advisers
9. Bauer Wealth Management Inc.
Assets under management
$102,947,103
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
- Not sure which one to choose?Use our smart matching tool
10. Wealthbuilders Investments
Assets under management
$102,943,648
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
Selection Of Other Advisers
Your first meeting is free.