Top 10 financial advisors in Boulder, CO
We’ve curated a list of the best financial advisors in Boulder, take a look at it below
Find an advisor in Boulder| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $3,804,093,548 | 24 advisors | ||
| 2 | $3,429,185,971 | 56 advisors | ||
| 3 | $3,209,421,465 | 27 advisors | ||
| 4 | $1,939,791,435 | 17 advisors | ||
| 5 | $1,911,147,000 | 14 advisors | ||
| 6 | $614,152,322 | 11 advisors | ||
| 7 | $514,458,526 | 7 advisors | ||
| 8 | $392,073,925 | 10 advisors | ||
| 9 | $194,976,221 | 8 advisors | ||
| 10 | $180,942,460 | 3 advisors |
How we came up with this list
To generate our top financial advisors list in Boulder, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Boulder. 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.
Rubicon Technology Management L.l.c.
Rubicon Technology Management L.l.c. is a financial advisory firm based in Boulder, Colorado. It currently has approximately $3,804,093,548 of assets under management and employs about 24 people. Rubicon Technology Management L.l.c. uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$3,804,093,548
Headcount
24 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-97338
Services offered
Portfolio Management For Pooled Investment Vehicles
Crestone Asset Management LLC
Crestone Asset Management LLC is a financial advisory firm based in Boulder, Colorado. It currently has approximately $3,429,185,971 of assets under management and employs about 56 people. Crestone Asset Management LLC uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
Assets under management
$3,429,185,971
Headcount
56 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
SEC number
801-57585
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
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
Vision Ridge Partners, LLC
Vision Ridge Partners, LLC is a financial advisory firm based in Boulder, Colorado. It currently has approximately $3,209,421,465 of assets under management and employs about 27 people. Vision Ridge Partners, LLC uses a fee structure of a percentage of assets under your management, performance-based fees and see schedule d - miscellaneous.
Assets under management
$3,209,421,465
Headcount
27 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEE SCHEDULE D - MISCELLANEOUS
SEC number
801-110951
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Portfolio Company Management Services
Colorado Financial Management LLC
Colorado Financial Management LLC is a financial advisory firm based in Boulder, Colorado. It currently has approximately $1,939,791,435 of assets under management and employs about 17 people. Colorado Financial Management LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$1,939,791,435
Headcount
17 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-56204
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)
Woodbourne Capital Management International Lp
Woodbourne Capital Management International Lp is a financial advisory firm based in Boulder, Colorado. It currently has approximately $1,911,147,000 of assets under management and employs about 14 people. Woodbourne Capital Management International Lp uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$1,911,147,000
Headcount
14 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-68001
Services offered
Portfolio Management For Pooled Investment Vehicles
The Millstone Evans Group, LLC
The Millstone Evans Group, LLC is a financial advisory firm based in Boulder, Colorado. It currently has approximately $614,152,322 of assets under management and employs about 11 people. The Millstone Evans Group, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$614,152,322
Headcount
11 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-119896
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Blogs And Podcasts
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Meridian Wealth Management LLC
Meridian Wealth Management LLC is a financial advisory firm based in Boulder, Colorado. It currently has approximately $514,458,526 of assets under management and employs about 7 people. Meridian Wealth Management LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$514,458,526
Headcount
7 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-76586
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Black Swift Group, LLC
Black Swift Group, LLC is a financial advisory firm based in Boulder, Colorado. It currently has approximately $392,073,925 of assets under management and employs about 10 people. Black Swift Group, LLC uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
Assets under management
$392,073,925
Headcount
10 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
SEC number
801-108740
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Financial Steward Associates, LLC
Financial Steward Associates, LLC is a financial advisory firm based in Boulder, Colorado. It currently has approximately $194,976,221 of assets under management and employs about 8 people. Financial Steward Associates, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$194,976,221
Headcount
8 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-126558
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Consulting
- Not sure which one to choose?Use our smart matching tool
Boulder Wealth Advisors, LLC
Boulder Wealth Advisors, LLC is a financial advisory firm based in Boulder, Colorado. It currently has approximately $180,942,460 of assets under management and employs about 3 people. Boulder Wealth Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$180,942,460
Headcount
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-79267
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Publication Of Periodicals Or Newsletters
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