Browse all Large-firm 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	6,541
Retired	3,948
Tax-loss harvesting	3,685
Executive	3,592
Wealth management	3,487
College savings (529s, UTMA, etc.)	2,117
Retirement plans for business owners (SEP, solo 401k)	2,034
Retirement income strategy	1,755
Active portfolio management	1,715
General retirement planning	1,620
Private / alternative investments	1,317
Approaching retirement	1,160
Charitable giving & philanthropy	1,117
Business exit / sale strategy	970
Self-Employed	932
Mid-Career Professionals	917
ESG / Sustainable investing	905
Cash flow / budgeting	842
General estate planning guidance	799
Real estate investing	737
HENRY (High Earners, Not Rich Yet)	726
Social Security optimization	721
Passive / index investing	696
Income planning	617
Annuities	614
Multi-generational wealth transfer	432
Equity compensation tax strategy	390
Options & derivatives strategies	355
Concentrated stock management	325
Debt management	300
Business ownership considerations	299
Business succession planning	281
Retirement withdrawal strategies	244
Financial Professional	220
Divorce financial planning	217
Established Professionals	214
Women Professionals	152
Educators, Teachers, and Academics	143
Planning for children with special needs	99
Parents	90
Attorney	64
Married/Couples/Partners	61
Dentist	59
Divorced	58
Values-based investing	52
Liquidity event planning	46
Military & Veterans	42
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	41
Intergenerational Families	34
Professional Athlete	30
Equity Recipients (RS/RSU, SOP, ESPP)	28
Family Business	27
Exec comp design	24
Startup equity planning	22
Young Families	21
Long-term care insurance	20
Stock option exercise strategy	10
Retired	7
Life insurance needs analysis	5
Roth conversion strategy	5

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