Browse all High-net-worth 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	1,984
Executive	1,216
Retired	767
Private / alternative investments	735
Approaching retirement	610
Retirement plans for business owners (SEP, solo 401k)	609
Cash flow / budgeting	588
Options & derivatives strategies	541
Mid-Career Professionals	516
General retirement planning	488
Wealth management	470
Equity compensation tax strategy	376
ESG / Sustainable investing	346
Active portfolio management	328
Business exit / sale strategy	325
Tax-loss harvesting	303
Retirement income strategy	267
Concentrated stock management	250
Charitable giving & philanthropy	200
General estate planning guidance	189
Real estate investing	155
Established Professionals	154
Passive / index investing	137
General tax planning	126
Social Security optimization	108
Divorce financial planning	99
Women Professionals	99
Income planning	97
College savings (529s, UTMA, etc.)	83
Values-based investing	54
Professional Athlete	52
Business succession planning	42
Long-term care insurance	42
Retirement withdrawal strategies	39
Business ownership considerations	38
Equity Recipients (RS/RSU, SOP, ESPP)	29
Young Professionals	28
Tax strategies for small businesses	23
Annuities	22
Debt management	22
Charitable giving tax strategies	21
Family Business	20
Technology Professional	18
Business sale tax planning	17
Attorney	15
Roth conversion strategy	12
Factor investing / smart beta	11
Multi-generational wealth transfer	10
Retired	9
HENRY (High Earners, Not Rich Yet)	8
Life insurance needs analysis	8
Medicare planning	8
Self-Employed	8
Business Financial Management	5
Stock option exercise strategy	5
Women's Finance	4
Disability insurance	3
Divorced	3

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