Top financial advisors in Grand Junction, CO
We’ve curated a list of the best financial advisors in Grand Junction, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$358,513,978
Number of advisors
5 advisors
| $358,513,978 | 5 advisors | |
| 2 |
Assets under management
$122,278,759
Number of advisors
5 advisors
| $122,278,759 | 5 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.
Methodology
To generate our top financial advisors list in Grand Junction, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Grand Junction. 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.
Rosecap Investment Advisors, LLC
RoseCap Investment Advisors, LLC, established in 2010, specializes in providing investment advisory services to individuals, families, and institutions. The firm manages approximately $450 million in discretionary assets and $30 million in retirement plan assets. Services offered include asset management, financial planning, sub-advisory services, and employer-sponsored retirement plans. Clients can choose between RoseCap Private Client Management for in-depth services or RoseCap Investment Services for a more cost-effective solution. RoseCap focuses on goal-based investment strategies, primarily utilizing exchange-traded funds (ETFs) and may recommend individual securities, bonds, mutual funds, derivatives, or alternative investments. The firm operates on a fee-only basis, with asset management fees ranging from 0.30% to 2.00% based on account balances. RoseCap acts as a fiduciary, prioritizing clients' best interests. The firm employs various methods of analysis, including fundamental and technical analysis, and maintains a disciplined approach to risk management. Clients have the option to revoke investment discretion, and RoseCap does not accept performance-based fees. The firm's founder, Matthew H. Rosenberg, CPA, CFA, leads a team dedicated to providing high-quality investment management services. For additional details, clients are encouraged to review the full brochure or visit the SEC's website for more information.
$358,513,978 under management
5 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Publication Of Periodicals Or NewslettersEducational Seminars/workshopsAvera Capital Wealth Management
Avera Capital Wealth Management is a financial advisory firm based in Grand Junction, Colorado. It currently has approximately $122,278,759 of assets under management and employs about 5 people. Avera Capital Wealth Management uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$122,278,759 under management
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesSelection Of Other AdvisersConsulting
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.
Methodology
To generate our top financial advisors list in Grand Junction, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Grand Junction. 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.
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