Ways to browse advisors serving Commerce City, CO

Pick a specialty or descriptor to browse more advisors serving Commerce City, CO.

By how they work

Type	Advisors
Large-firm	5,377
Flat-fee	3,174
Seasoned	1,798
Independent	1,634
CFP®-certified	1,219

By who they serve

Type	Advisors
High-net-worth	1,365
Baby Boomer	76
Millennial	7
Gen X	4

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	3,579
Executive	2,242
Wealth management	2,225
Retired	2,051
College savings (529s, UTMA, etc.)	1,571
Tax-loss harvesting	1,546
Active portfolio management	1,524
Private / alternative investments	1,441
Retirement income strategy	1,287
General retirement planning	1,215
Retirement plans for business owners (SEP, solo 401k)	1,096
Charitable giving & philanthropy	1,042
Real estate investing	722
Options & derivatives strategies	669
Approaching retirement	656
ESG / Sustainable investing	631
Social Security optimization	578
Cash flow / budgeting	565
General estate planning guidance	556
Passive / index investing	528
Business exit / sale strategy	511
Mid-Career Professionals	474
Debt management	441
Income planning	402
HENRY (High Earners, Not Rich Yet)	388
Concentrated stock management	380
Self-Employed	333
Annuities	310
Equity compensation tax strategy	212
Multi-generational wealth transfer	190
Business ownership considerations	186
Established Professionals	162
Retirement withdrawal strategies	155
Financial Professional	140
General tax planning	140
Educators, Teachers, and Academics	128
Business succession planning	126
Divorce financial planning	122
Women Professionals	117
Long-term care insurance	60
Attorney	54
Divorced	44
Married/Couples/Partners	42
Planning for children with special needs	42
Parents	41
Dentist	40
Doctor or Medical Professional	36
Liquidity event planning	34
Equity Recipients (RS/RSU, SOP, ESPP)	33
Tax strategies for small businesses	33
Values-based investing	32
Factor investing / smart beta	27
Professional Athlete	27
Young Professionals	24
Family Business	21
Life insurance needs analysis	20
Technology Professional	19
Medicare planning	17
Roth conversion strategy	17
Young Families	17
Intergenerational Families	16
Stock option exercise strategy	16
Military & Veterans	14
Startup equity planning	14
Women's Finance	13
LGBTQIA	12
Religious/faith focused	12
Charitable giving tax strategies	11
Business Financial Management	5
Christian Faith Based	5
Dual Income Family	5
Business sale tax planning	4
Widow/Widower	4
Disability insurance	3

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