Ways to browse advisors serving Colorado

Pick a specialty or descriptor to browse more advisors serving Colorado.

By how they work

Type	Advisors
Large-firm	10,250
Flat-fee	7,609
Seasoned	4,732
Independent	4,358
CFP®-certified	2,757

By who they serve

Type	Advisors
High-net-worth	2,542
Baby Boomer	135
Millennial	18
Gen X	14

Browse by city

Find advisors near a specific metro area in Colorado.

City	Advisors
Denver, CO	7,355
Centennial, CO	7,130
Aurora, CO	7,115
Commerce City, CO	7,011
Broomfield, CO	4,851
Boulder, CO	2,762
Cañon City, CO	1,047
Colorado Springs, CO	969
Loveland, CO	791
Greeley, CO	749
Fort Collins, CO	699
Grand Junction, CO	120
Edwards, CO	83
Durango, CO	80
Breckenridge, CO	64
Montrose, CO	58
Pueblo, CO	54
Rifle, CO	35
Steamboat Springs, CO	31
Sterling, CO	13
Fort Morgan, CO	9
Alamosa, CO	7

Browse by specialty

Find advisors serving Colorado who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	8,595
Wealth management	5,071
Executive	4,756
Retired	4,721
Tax-loss harvesting	4,337
Retirement plans for business owners (SEP, solo 401k)	3,091
College savings (529s, UTMA, etc.)	2,775
Retirement income strategy	2,643
Active portfolio management	2,529
Private / alternative investments	2,405
General retirement planning	2,245
Charitable giving & philanthropy	1,541
Options & derivatives strategies	1,494
ESG / Sustainable investing	1,379
Cash flow / budgeting	1,312
Business exit / sale strategy	1,303
Approaching retirement	1,236
Passive / index investing	1,118
General estate planning guidance	1,052
Real estate investing	1,030
Income planning	1,029
Annuities	1,018
Mid-Career Professionals	987
Self-Employed	981
Concentrated stock management	838
HENRY (High Earners, Not Rich Yet)	823
Social Security optimization	785
Equity compensation tax strategy	551
Business succession planning	467
Multi-generational wealth transfer	454
Business ownership considerations	451
Debt management	396
Retirement withdrawal strategies	380
General tax planning	331
Financial Professional	316
Established Professionals	280
Divorce financial planning	245
Women Professionals	202
Educators, Teachers, and Academics	180
Tax strategies for small businesses	136
Planning for children with special needs	111
Long-term care insurance	107
Values-based investing	100
Parents	92
Attorney	86
Doctor or Medical Professional	81
Married/Couples/Partners	71
Equity Recipients (RS/RSU, SOP, ESPP)	69
Professional Athlete	66
Dentist	64
Divorced	64
Military & Veterans	62
Factor investing / smart beta	60
Liquidity event planning	60
Young Professionals	59
Family Business	53
Life insurance needs analysis	53
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	49
Charitable giving tax strategies	43
Roth conversion strategy	41
Intergenerational Families	40
Women's Finance	34
Young Families	34
Technology Professional	33
Business Financial Management	32
Religious/faith focused	32
Inheritance planning	31
Business sale tax planning	29
LGBTQIA	29
Exec comp design	25
Medicare planning	25
Consultant	24
Stock option exercise strategy	24
Startup equity planning	22
Retired	20
Disability insurance	17
Airline Pilot	16
Early retirement planning	13
Widow/Widower	13
Engineering Professional	10
Women Business Owners	9
Christian Faith Based	7
Elder care planning	7
Dual Income Family	6
Government Employee	6
Trust structures (GRAT, IDGT, revocable)	5
Sandwich Generation	4
FIRE (Financial Independence Retire Early)	3

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