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Home Wealth & Asset Management United States Colorado

Top Asset Management Companies in Colorado

Ratings Updated: April 4, 2026
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0 Leaders 15 Contenders

16 Companies

Country: United States
State: Colorado

List of the Top Colorado Wealth and Asset Management Companies

  • Dark Horse CPAs Logotype

    Not yet reviewed

    Verified
    $1,000+
    $300+ / hr
    50 - 249
    Fort Collins, CO

    Services provided

    10% Financial Advising & Planning
    50% Accounting
    40% Finance & Accounting Outsourcing (FAO)

    Focus Areas

    50% Wealth & Asset Management
    50% Retirement Planning

    Dark Horse CPAs, an Accounting company, was launched in 2015. The team focuses on Accounting and Finance & Accounting Outsourcing (FAO) and is based in Encinitas, California and Roswell, Georgia.

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    Fort Collins, CO

    110 North College Avenue
    Fort Collins, CO 80524

    1

    6197361404

    See All Locations (7)
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  • Bonfire Financial Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Colorado Springs, CO

    Services provided

    100% Financial Advising & Planning

    Focus Areas

    50% Wealth & Asset Management
    50% Retirement Planning

    Financial Advising & Planning company Bonfire Financial was founded in 2007. The small team offers Financial Advising & Planning.

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  • D.A. Davidson Companies Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    1,000 - 9,999
    Denver, CO

    Services provided

    40% Financial Advising & Planning
    30% Commercial Financing
    30% Funding & Investment

    Focus Areas

    100% Wealth & Asset Management

    D.A. Davidson Companies is a Great Falls, Montana-based Financial Advising & Planning company. They offer Financial Advising & Planning and Commercial Financing and were established in 1986.

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    Denver, CO

    1550 Market Street Suite 300
    Denver, CO 80202

    101 - 150

    (866) 686-3678

    See All Locations (3)
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  • Intrinsic Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Denver, CO

    Services provided

    40% Financial Advising & Planning
    40% Business Valuation Services
    10% Business Consulting +1
    10% Financial Consulting

    Focus Areas

    80% Wealth & Asset Management
    20% Stocks Portfolio Management

    Launched in 2010, Intrinsic is a Financial Advising & Planning company. The team specializes in Financial Advising & Planning and Business Valuation Services.

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  • Affordable Interest Mortgage Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Centennial, CO

    Services provided

    35% Financial Advising & Planning
    65% Commercial Financing

    Focus Areas

    15% Wealth & Asset Management
    15% Actuarial Services
    15% Mortgage & Loan Brokerage +4
    15% Retirement Planning
    15% Securities Brokerage
    15% Stocks Portfolio Management
    10% Debt Consulting

    Located in Centennial, Colorado, Affordable Interest Mortgage is a Commercial Financing company. The team offers Commercial Financing and Financial Advising & Planning.

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  • AMG National Trust Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Greenwood Village, CO

    Services provided

    30% Financial Advising & Planning
    20% Accounting
    20% Commercial Financing +2
    20% Funding & Investment
    10% Business Consulting

    Focus Areas

    70% Wealth & Asset Management
    30% Retirement Planning

    AMG National Trust is a midsize Asheville, North Carolina-based Financial Advising & Planning company. The team provides Financial Advising & Planning and Commercial Financing.

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    Greenwood Village, CO

    6295 Greenwood Plaza Blvd
    Greenwood Village, CO 80111

    76 - 100

    303-694-2190

    See All Locations (2)
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  • Mergix Financial LLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Denver, CO

    Services provided

    25% Financial Advising & Planning
    60% Accounting
    15% Finance & Accounting Outsourcing (FAO)

    Focus Areas

    15% Wealth & Asset Management
    15% Debt Consulting
    15% Mortgage & Loan Brokerage +4
    15% Retirement Planning
    15% Securities Brokerage
    15% Stocks Portfolio Management
    10% Actuarial Services

    Mergix Financial LLC, an Accounting company, was founded in 2017. The company offers Accounting and Financial Advising & Planning, and is small.

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  • Leeds Consulting Group Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Boulder, CO

    Services provided

    20% Financial Advising & Planning
    20% Branding
    20% Business Consulting +2
    20% Market Research
    20% Social Media Marketing

    Focus Areas

    100% Wealth & Asset Management

    Leeds Consulting Group is a midsize branding firm in Boulder, Colorado. Their services include Branding and Market Research.

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  • Steven J Wick & Associates PC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Fort Collins, CO

    Services provided

    25% Financial Advising & Planning
    50% Accounting
    25% Business Consulting

    Focus Areas

    15% Wealth & Asset Management
    15% Actuarial Services
    15% Debt Consulting +4
    15% Mortgage & Loan Brokerage
    15% Retirement Planning
    15% Stocks Portfolio Management
    10% Securities Brokerage

    Accounting company Steven J Wick & Associates PC was founded in 1999. The team specializes in Accounting and Business Consulting.

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  • Answers! Accounting CPA Logotype

    Not yet reviewed

    $1,000+
    $50 - $99 / hr
    10 - 49
    Colorado Springs, CO

    Services provided

    30% Financial Advising & Planning
    40% Accounting
    30% Finance & Accounting Outsourcing (FAO)

    Focus Areas

    10% Wealth & Asset Management
    30% Actuarial Services
    30% Debt Consulting +1
    30% Retirement Planning

    Answers! Accounting CPA is a Colorado Springs, Colorado-based Accounting company. Launched in 2017, the team focuses on Accounting and Finance & Accounting Outsourcing (FAO).

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  • Finance Strategists Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Colorado Springs, CO

    Services provided

    20% Financial Advising & Planning
    20% Accounting
    20% Financial Consulting +4
    10% Blockchain Marketing
    10% Business Consulting
    10% Business Valuation Services
    10% Insurance Services & Brokers

    Focus Areas

    100% Wealth & Asset Management

    Finance Strategists is an Accounting company. They were launched in 2020, and their services include Accounting and Financial Advising & Planning.

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  • Alpha 1 Tax & Wealth Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Denver, CO

    Services provided

    50% Financial Advising & Planning
    50% Financial Consulting

    Focus Areas

    50% Wealth & Asset Management
    50% Retirement Planning

    Small Financial Advising & Planning and Financial Consulting company Alpha 1 Tax & Wealth, is based in Denver, Colorado. The team focuses on Financial Advising & Planning and Financial Consulting.

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  • LaSalle Investment Management Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    1,000 - 9,999
    Denver, CO

    Services provided

    30% Financial Advising & Planning
    50% Business Valuation Services
    20% Commercial Financing

    Focus Areas

    100% Wealth & Asset Management

    LaSalle Investment Management is a large Business Valuation Services company founded in 1980. Their team focuses on Business Valuation Services and Financial Advising & Planning.

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  • Cornbelt Financial, LLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Denver, CO

    Services provided

    35% Financial Advising & Planning
    35% Business Valuation Services
    30% Accounting

    Focus Areas

    20% Wealth & Asset Management
    80% Retirement Planning

    Small Financial Advising & Planning company Cornbelt Financial, LLC, is located in Denver, Colorado and Ankeny, Iowa. The team offers Financial Advising & Planning and Business Valuation Services.

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  • Topel Forman LLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Denver, CO

    Services provided

    35% Financial Advising & Planning
    35% Accounting
    20% Business Consulting +1
    10% Financial Consulting

    Focus Areas

    100% Wealth & Asset Management

    Topel Forman LLC is a Chicago, Illinois-based Accounting company. They offer Accounting and Financial Advising & Planning.

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    Denver, CO

    55 Madison Street, Suite 650
    Denver, CO 80206

    6 - 9

    +1 720.588.4707

    See All Locations (2)
    View Profile
  • Cetera Financial Group Logotype

    5.0 1 review
    Undisclosed
    Undisclosed
    1,000 - 9,999
    Denver, CO

    Services provided

    100% Financial Advising & Planning

    Focus Areas

    100% Wealth & Asset Management

    Cetera Financial Group offers comprehensive services in Financial Advising, Financial Planning, and Investment Advisory. Reviews highlight the firm's ability to streamline processes, enhance productivity, and deliver better returns on investment. Clients appreciate the alignment with company values and the efficiency brought to their operations.

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    Denver, CO

    4600 S Syracuse St
    Denver, CO 80237

    See All Locations (5)
    View Profile

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List of the Top Colorado Wealth and Asset Management Companies

  1. Bonfire Financial Logotype

    Bonfire Financial

    Undisclosed
    Undisclosed
    2 - 9
    Colorado Springs, CO

    Ability to deliver

    5.2/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    100% Financial Advising & Planning
    50% Wealth & Asset Management
    View Profile Visit Website
  2. D.A. Davidson Companies Logotype

    D.A. Davidson Companies

    Undisclosed
    Undisclosed
    1,000 - 9,999
    Denver, CO

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    40% Financial Advising & Planning
    100% Wealth & Asset Management
    60% Other
    View Profile Visit Website
  3. Intrinsic Logotype

    Intrinsic

    Undisclosed
    Undisclosed
    50 - 249
    Denver, CO

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    40% Financial Advising & Planning
    80% Wealth & Asset Management
    60% Other
    View Profile Visit Website
  4. Affordable Interest Mortgage Logotype

    Affordable Interest Mortgage

    Undisclosed
    Undisclosed
    2 - 9
    Centennial, CO

    Ability to deliver

    6/40.0
    0/20 Reviews
    0/10 Clients & Experience
    6/10 Market Presence

    Service focus

    35% Financial Advising & Planning
    15% Wealth & Asset Management
    65% Other
    View Profile Visit Website
  5. AMG National Trust Logotype

    AMG National Trust

    Undisclosed
    Undisclosed
    50 - 249
    Greenwood Village, CO

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    30% Financial Advising & Planning
    70% Wealth & Asset Management
    70% Other
    View Profile Visit Website
  6. Mergix Financial LLC Logotype

    Mergix Financial LLC

    Undisclosed
    Undisclosed
    10 - 49
    Denver, CO

    Ability to deliver

    6.1/40.0
    0/20 Reviews
    0.7/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    25% Financial Advising & Planning
    15% Wealth & Asset Management
    75% Other
    View Profile Visit Website
  7. Leeds Consulting Group Logotype

    Leeds Consulting Group

    Undisclosed
    Undisclosed
    50 - 249
    Boulder, CO

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    100% Wealth & Asset Management
    80% Other
    View Profile Visit Website
  8. Steven J Wick & Associates PC Logotype

    Steven J Wick & Associates PC

    Undisclosed
    Undisclosed
    2 - 9
    Fort Collins, CO

    Ability to deliver

    5.2/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    25% Financial Advising & Planning
    15% Wealth & Asset Management
    75% Other
    View Profile Visit Website
  9. Answers! Accounting CPA Logotype

    Answers! Accounting CPA

    $1,000+
    $50 - $99 / hr
    10 - 49
    Colorado Springs, CO

    Ability to deliver

    4.4/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4.4/10 Market Presence

    Service focus

    30% Financial Advising & Planning
    10% Wealth & Asset Management
    70% Other
    View Profile Visit Website
  10. Finance Strategists Logotype

    Finance Strategists

    Undisclosed
    Undisclosed
    2 - 9
    Colorado Springs, CO

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    100% Wealth & Asset Management
    80% Other
    View Profile Visit Website
  11. Alpha 1 Tax & Wealth Logotype

    Alpha 1 Tax & Wealth

    Undisclosed
    Undisclosed
    10 - 49
    Denver, CO

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    50% Wealth & Asset Management
    50% Other
    View Profile Visit Website
  12. LaSalle Investment Management Logotype

    LaSalle Investment Management

    Undisclosed
    Undisclosed
    1,000 - 9,999
    Denver, CO

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    30% Financial Advising & Planning
    100% Wealth & Asset Management
    70% Other
    View Profile Visit Website
  13. Cornbelt Financial, LLC Logotype

    Cornbelt Financial, LLC

    Undisclosed
    Undisclosed
    2 - 9
    Denver, CO

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    35% Financial Advising & Planning
    20% Wealth & Asset Management
    65% Other
    View Profile Visit Website
  14. Topel Forman LLC Logotype

    Topel Forman LLC

    Undisclosed
    Undisclosed
    50 - 249
    Denver, CO

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    35% Financial Advising & Planning
    100% Wealth & Asset Management
    65% Other
    View Profile Visit Website
  15. Dark Horse CPAs Logotype

    Dark Horse CPAs

    $1,000+
    $300+ / hr
    50 - 249
    Fort Collins, CO

    Ability to deliver

    8.7/40.0
    0/20 Reviews
    3.7/10 Clients & Experience
    5/10 Market Presence

    Service focus

    10% Financial Advising & Planning
    50% Wealth & Asset Management
    90% Other
    View Profile Visit Website

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