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Find The Best Financial Advisors in Greenwood Village, Colorado

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Greenwood Village is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Greenwood Village & pick the one as per your needs

How To Find The Best Financial Advisors in Greenwood Village, Colorado

Last Updated - 31-May-2023

If you’re looking for qualified financial advisors in Greenwood Village, Colorado, FinancialAdvisor.net is a useful resource. We've compiled a list of the 7 vetted financial advisors and 82 non-vetted financial advisors in Greenwood Village, Colorado, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Greenwood Village, Colorado have an average of 17 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Greenwood Village, Colorado

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Mark Starosciak

Infinium Investment Advisors, LLC

50 South Steele Street
#830

Denver, CO 80209

720-253-1818

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Allworth Financial

Allworth Financial

8055 East Tufts Avenue Suite 1310

Denver, CO 80237

888-242-6766

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Darren Meyer

Everest Wealth Advisors

8400 E. Prentice Ave
Suite 1010

Greenwood Village, CO 80111

720-826-1092

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Reuben J. Brauer

Callahan Financial Planning Company

6500 S Quebec St Ste 300

Centennial, CO 80111

303-222-7100

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Adam J. Strickman

Ethos Financial Partners

9351 Grant St.
Suite 300

Thornton, CO 80229

303-252-9777

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J.D. White

White Hawk Wealth Management

756 Dover Street

Broomfield, CO 80020

303-800-0620

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Curt Clegg

AMA Financial Partners

357 McCaslin blvd
#200

Louisville, CO 80027

720-647-6501

Top Financial Advisor Firms in Colorado (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
TRANSFORM WEALTH, LLC
6400 S. Fiddlers Green Circle, Suite 1600 Greenwood Village, CO 80111
283403 $1,642,985,080 1560 A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (ASSETS ON 3RD PARTY PLATFORMS. SEE 5.D.)
NILSINE PARTNERS, LLC
5675 Dtc Boulevard, Suite 175 Greenwood Village, CO 80111
315694 $1,009,267,036 1378 A percentage of AUM, Fixed fees
FI401K ADVISORS
6041 South Syracuse Way, Ste 200 Greenwood Village, CO 80111
168408 $963,590,000 520 A percentage of AUM, Fixed fees
WYNKOOP LLC
5460 S Quebec St, Suite 110 Greenwood Village, CO 80111
150018 $696,320,241 4 A percentage of AUM, Performance Based
STORDAHL CAPITAL MANAGEMENT, INC.
8400 East Crescent Parkway, Suite 420 Greenwood Village, CO 80111
287916 $474,549,362 767 A percentage of AUM, Hourly charges
HEIRLOOM WEALTH MANAGEMENT LLC
8400 E Prentice Avenue, Suite 1115 Greenwood Village, CO 80111
292277 $339,721,547 927 A percentage of AUM, Fixed fees
ALPHA CAPITAL MANAGEMENT GROUP LLC
7400 E Orchard Road, Suite 4055n Greenwood Village, CO 80111
283624 $310,168,683 535 A percentage of AUM, Fixed fees
DENVER WEALTH MANAGEMENT, INC.
5299 Dtc Blvd, Suite 1350, Suite 1350 Greenwood Village, CO 80111
284868 $304,869,037 1817 A percentage of AUM, Hourly charges, Fixed fees
CAPITAL FINANCIAL GROUP, INC.
8400 E. Prentice Ave., Suite 1100, Greenwood Village, CO 80111-2926
111709 $233,463,700 538 A percentage of AUM, Hourly charges, Fixed fees
TANDEM FINANCIAL, LLC
8400 E. Prentice Ave., Suite 1360 Greenwood Village, CO 80111
292565 $224,545,051 789 A percentage of AUM, Hourly charges, Fixed fees
ALPHA CAPITAL FAMILY OFFICE, LLC
5750 S. Ulster Circle East, Suite 300 Greenwood Village, CO 80111
307521 $191,504,456 455 Fixed fees
PEAK CAPITAL MANAGEMENT, LLC
9250 East Costilla Avenue, Suite 110 Greenwood Village, CO 80112
141488 $188,397,636 504 A percentage of AUM, Fixed fees
FINANCIALLY SPEAKING INC
5889 Greenwood Plaza Blvd, Suite 400 Greenwood Village, CO 80111
106255 $155,803,819 563 A percentage of AUM, Hourly charges, Fixed fees
LIFETIME CAPITAL MANAGEMENT
6312 S. Fiddlers Green Circle, Suite 300e Greenwood Village, CO 80111
147881 $132,712,650 95 A percentage of AUM, Hourly charges, Fixed fees
PARAMOUNT ASSOCIATES, LLC
6400 S. Fiddlers Green Circle #1310, Greenwood Village, CO 80111
288537 $103,808,968 337 A percentage of AUM, Hourly charges, Fixed fees

Additional Financial Advisors in Colorado

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Barbara Davidman
Inquire with Barbara
5251 Dtc Parkway, Suite 1500 Greenwood Village, CO 80111 720-488-2411
Arthur Segall
Inquire with Arthur
5251 Dtc Parkway, Suite 1500 Greenwood Village, CO 80111 720-488-2361
Ali Yousaf
Inquire with Ali
6400 S Fiddlers Green Cir, Ste 440 Greenwood Village, CO 80111 720-710-4446
Arthur H Harter
Inquire with Arthur
5251 Dtc Parkway, Suite 1500 Greenwood Village, CO 80111 303-925-9646
Whitney W Grimm
Inquire with Whitney
5420 S Quebec St, Ste 105 Greenwood Village, CO 80111 303-221-6416
David Billingslea
Inquire with David
5420 S Quebec St, Ste 105 Greenwood Village, CO 80111 303-221-6416
Summit Wealth Management
Inquire with Summit
5420 S Quebec St, Ste 105 Greenwood Village, CO 80111 303-221-6416
Nicholas Anderson
Inquire with Nicholas
5420 S Quebec St, Ste 105 Greenwood Village, CO 80111 303-221-6416
Panorama Consulting Group
Inquire with Panorama
5975 S. Quebec St, Suite 207 Greenwood Village, CO 80111 720-515-1377
Jeanette Cox
Inquire with Jeanette
5251 Dtc Parkway, Suite 1500 Greenwood Village, CO 80111 303-925-9731

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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