Top Financial Advisors in Colorado

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Mercer Global Advisors takes the first spot on our list of top Colorado financial advisors. It's a fee-based firm headquartered in Denver, but it has offices throughout the U.S. 

The firm's massive team of advisors includes Certified Financial Planners™ (CFPs®), chartered financial analysts (CFAs) and certified public accountants (CPAs). The team works with both individuals and high-net-worth individuals, as well as retirement plans, charitable organizations and businesses. 

The firm offers its clients comprehensive investment management, financial planning, family office services, tax planning, estate planning and retirement plan design and administration.

Mercer Global Advisors focuses on creating globally diversified portfolios that span across and within major asset classes. Their investment strategy incorporates academically validated factors such as value, size, momentum, profitability and low-beta, aiming to capture incremental returns. Systematic rebalancing and advanced tax and distribution management are key components of their approach.

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Western Wealth Management LLC, which also does business as Western Wealth Advisors, is a fee-based registered investment advisor based in Golden, Colorado. The firm serves individuals, high-net-worth individuals, charitable organizations, businesses, retirement plans, employer plan sponsors, other investment advisors and institutional clients.

Professional credentials among the firm’s advisors include Certified Financial Planner™ (CFP®), Certified Kingdom Advisor® (CKA®), Accredited Investment Fiduciary® (AIF®), Chartered Retirement Plans Specialist? (CRPS®) and Certified Investment Management Analyst® (CIMA®) designations.

Western Wealth Management offers comprehensive portfolio management, portfolio monitoring, institutional investment management, financial planning and consulting, retirement plan consulting, 529 account management and access to third-party managers. 

Western Wealth Management may use long-term purchases, short-term purchases, trading, short sales, margin transactions and options strategies. The firm’s methods of analysis may include charting, fundamental analysis, technical analysis and cyclical analysis.

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Buck Wealth Strategies is a fee-based firm that offers financial planning, retirement planning and other services to individuals, high-net-worth individuals, trusts and employer-sponsored retirement plans. 

During personal discussions with clients, the firm will determine the client’s objectives, time horizons, risk tolerance and liquidity needs. As appropriate, the Firm will also review a client’s prior investment history, as well as family composition and background. Based on client needs, BWS will develop a client’s personal profile and investment plan.

The firm takes a macro-environmental approach to tactical asset allocation with sector rotation and uses a relative growth/value framework in determining sub-asset classes.

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Aspen Grove Capital, LLC is a fee-based firm that specializes in serving ultra-high-net-worth clients through tailored investment management and family office services.

The firm’s clients primarily include individuals and families with significant wealth, as well as related entities such as trusts, charitable organizations and private companies. Aspen Grove generally requires clients to maintain at least $100 million in assets under management, though this minimum may be waived at the firm's discretion.

Aspen Grove provides both discretionary and non-discretionary investment management services, as well as access to exclusive private fund-of-funds offerings for accredited investors. The firm also offers family office services, including financial planning, bill pay and coordination of professional services. 

The firm’s investment philosophy is grounded in fundamental research, strategic asset allocation and manager due diligence. Client portfolios often include a blend of individual securities, ETFs and alternative investments, and may be managed in part by independent third-party managers. Aspen Grove reviews portfolios regularly and makes allocation adjustments based on market conditions, risk assessments and client-specific factors.

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Wealth Watch Advisors works with both high-net-worth and non-high-net-worth clients. Among the registered investment advisor’s (RIA) advisory services are portfolio management, financial planning and the selection of other advisors.

Among the registered investment advisor’s (RIA) advisory services are portfolio management, financial planning and the selection of other advisors.

Wealth Watch mainly uses asset allocation as an investment strategy, and the key asset classes the firm utilizes are equities, fixed income and cash and equivalents. Its securities analysis and investment methods include optimization, technical analysis and quantitative analysis.

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Summit Wealth Group works with individuals, high-net-worth individuals, trusts, estates, charitable organizations, businesses and retirement plans. There is no stated minimum relationship size for investment management services, though the firm may terminate accounts it determines are too small to manage effectively.

Financial planning may cover investment planning, retirement planning, college planning, debt and credit planning, insurance and annuities, tax planning and estate planning. The firm does not provide formal legal, accounting or tax advice. The firm's team includes advisors who hold the CFP®, ChFC, accredited investment fiduciary (AIF) and chartered retirement planning counselor (CRPC) designations. 

Summit Wealth Group generally uses a range of investment approaches, including asset allocation, dollar-cost averaging, fundamental analysis, technical analysis, cyclical analysis, quantitative analysis and qualitative analysis.

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Maia Wealth is a fee-based firm that offers investment management, financial planning, retirement plan advisory services and financial institution consulting.

The firm works with individuals, high-net-worth individuals, trusts, estates, businesses, retirement plan sponsors and certain broker/dealer customers. Maia Wealth does not require a minimum initial account value.

The firm provides discretionary and non-discretionary investment management, along with participant account management, estate planning coordination, tax coordination, philanthropic planning and risk management. 

Maia Wealth generally uses fundamental, technical and cyclical analysis when evaluating investments. Client portfolios may include mutual funds, ETFs, individual bonds and equity securities, depending on each client’s circumstances. The firm generally uses long-term investment strategies, though it may use short-term trading for rebalancing or client cash needs.

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Tucker Asset Management LLC, also known as Tucker Wealth, is a fee-based registered investment advisor headquartered in Littleton, Colorado. The firm provides investment advisory, financial planning, consulting and retirement plan advisory services. It serves individuals, high-net-worth individuals, foundations, trusts, estates, corporations, charitable organizations and employer plan sponsors.

As a fee-based firm, some advisors at Tucker Asset Management may receive commissions from the sale of insurance or securities. This creates a potential conflict of interest. However, as a fiduciary, the firm is legally obligated to act in clients’ best interests when providing investment advice.

This firm offers investment management, financial planning, retirement plan advisory services, consulting services and access to alternative investments through the CAIS platform. Financial planning may cover cash flow, investments, insurance review, retirement planning, estate planning and death or disability planning. 

Tucker Asset Management uses several investment approaches, including growth strategies, fixed income strategies, asset allocation, fundamental analysis, quantitative analysis and technical analysis. Client portfolios may include mutual funds, ETFs, individual equities, bonds, CDs, money market funds, separately managed accounts, structured notes, interval funds and certain non-liquid alternative investments for qualifying investors. 

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Triumph Capital Management is a fee-based firm that works with individuals, high-net-worth individuals, families, small businesses, trusts, charitable organizations, estates and retirement plan accounts.

The firm provides discretionary investment management, third-party asset manager selection and oversight, model-based portfolio management, retirement plan advisory services and financial planning and consulting. It also offers advisory services for self-directed brokerage accounts, variable products and alternative products.

Triumph Capital Management uses a mix of long-term and short-term strategies, including active trading, diversified model portfolios and tactical allocation across asset classes. Its analysis may include fundamental, cyclical and technical analysis, as well as charting.

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First Affirmative Financial Network, doing business as Formative, is another fee-based practice located in Colorado Springs. The firm works with individuals, high-net-worth individuals, trusts, estates, charitable organizations, nonprofits, corporations and other businesses.

Financial planning services may include budgeting, tax planning, retirement planning, estate planning and other specialized planning topics. The firm also provides wrap fee programs, proxy voting and shareholder advocacy. The firm makes values-aligned and faith-based approach to investment management, which may include sustainable investing, shareholder advocacy and ESG integration.

The investment strategy for a client of Formative is tailored to the needs of that individual client. Based on your risk tolerance, time horizon and investment objectives, the firm may use asset allocation, long- and short-term purchases, fundamental analysis, technical analysis, charting, cyclical analysis, qualitative analysis and quantitative analysis.