Browse all advisors in Colorado

Every advisor below is licensed to work with clients in Colorado. Narrow by specialty or by the type of advisor you want.

Browse by type

Filter these advisors by firm type, credential, fee structure, or the kinds of clients they work with.

Browse by specialty

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

Specialty
Advisors
Founder/Business Owner
8,583
Wealth management
4,980
Executive
4,726
Retired
4,710
Tax-loss harvesting
4,312
Retirement plans for business owners (SEP, solo 401k)
3,090
College savings (529s, UTMA, etc.)
2,777
Retirement income strategy
2,612
Active portfolio management
2,515
Private / alternative investments
2,385
General retirement planning
2,259
Charitable giving & philanthropy
1,538
Options & derivatives strategies
1,492
ESG / Sustainable investing
1,377
Cash flow / budgeting
1,311
Business exit / sale strategy
1,295
Approaching retirement
1,240
Passive / index investing
1,083
Real estate investing
1,032
General estate planning guidance
1,026
Annuities
1,025
Income planning
1,025
Mid-Career Professionals
988
Self-Employed
984
Concentrated stock management
816
Social Security optimization
806
HENRY (High Earners, Not Rich Yet)
784
Equity compensation tax strategy
548
Business succession planning
466
Business ownership considerations
454
Multi-generational wealth transfer
452
Debt management
398
Retirement withdrawal strategies
373
General tax planning
326
Financial Professional
266
Divorce financial planning
246
Established Professionals
244
Women Professionals
202
Educators, Teachers, and Academics
180
Values-based investing
117
Planning for children with special needs
110
Long-term care insurance
107
Tax strategies for small businesses
107
Parents
92
Doctor or Medical Professional
80
Attorney
77
Married/Couples/Partners
71
Equity Recipients (RS/RSU, SOP, ESPP)
68
Professional Athlete
65
Divorced
64
Dentist
63
Military & Veterans
62
Liquidity event planning
61
Factor investing / smart beta
60
Young Professionals
57
Life insurance needs analysis
52
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
49
Family Business
46
Charitable giving tax strategies
42
Intergenerational Families
40
Roth conversion strategy
40
Young Families
34
Business sale tax planning
32
Religious/faith focused
32
Women's Finance
32
Inheritance planning
31
Business Financial Management
30
Technology Professional
30
LGBTQIA
29
Stock option exercise strategy
26
Exec comp design
25
Medicare planning
25
Startup equity planning
22
Retired
20
Consultant
18
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
Real Estate Professional
5
Trust structures (GRAT, IDGT, revocable)
5
Sandwich Generation
4
FIRE (Financial Independence Retire Early)
3
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