Browse all Independent advisors in Colorado

Every advisor below is licensed to work with clients in Colorado. Narrow by specialty to find someone who focuses on your situation.

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	2,042
Wealth management	1,493
Options & derivatives strategies	1,137
Executive	1,134
Private / alternative investments	1,068
Retirement plans for business owners (SEP, solo 401k)	1,056
Retirement income strategy	857
Active portfolio management	800
Retired	762
College savings (529s, UTMA, etc.)	660
General retirement planning	639
Tax-loss harvesting	627
Concentrated stock management	491
ESG / Sustainable investing	472
Cash flow / budgeting	469
Charitable giving & philanthropy	421
Annuities	411
Income planning	408
Passive / index investing	387
Business exit / sale strategy	325
General tax planning	314
Real estate investing	295
General estate planning guidance	227
Business succession planning	185
Equity compensation tax strategy	158
Business ownership considerations	155
Retirement withdrawal strategies	129
Debt management	98
Tax strategies for small businesses	97
Long-term care insurance	87
Social Security optimization	85
Approaching retirement	80
Mid-Career Professionals	71
Values-based investing	65
HENRY (High Earners, Not Rich Yet)	58
Doctor or Medical Professional	55
Young Professionals	53
Self-Employed	52
Women Professionals	50
Life insurance needs analysis	47
Financial Professional	46
Charitable giving tax strategies	41
Equity Recipients (RS/RSU, SOP, ESPP)	40
Educators, Teachers, and Academics	37
Professional Athlete	35
Roth conversion strategy	35
Established Professionals	30
Factor investing / smart beta	30
Business sale tax planning	29
Divorce financial planning	29
Religious/faith focused	23
Medicare planning	22
Military & Veterans	20
Multi-generational wealth transfer	20
Family Business	19
Business Financial Management	18
Disability insurance	17
Stock option exercise strategy	16
Liquidity event planning	15
Attorney	13
Retired	13
Young Families	13
Airline Pilot	11
Planning for children with special needs	11
Technology Professional	11
Married/Couples/Partners	10
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	8
Widow/Widower	8
Women Business Owners	7
Christian Faith Based	6
Divorced	6
Dual Income Family	6
Early retirement planning	6
Intergenerational Families	6
Women's Finance	5
Sandwich Generation	4
Trust structures (GRAT, IDGT, revocable)	4
Elder care planning	3
Engineering Professional	3
FIRE (Financial Independence Retire Early)	3

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