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Find Retirement Advisors for Retirement Planning in Colorado, Sterling
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
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Top 15 Retirement Planning firms in Sterling, Colorado (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 151 Detroit Street, Denver, CO, 80206 | $239,345,489,058 | 6602 | 978 | A percentage of AUM, Performance Based |
| 2 | 8515 East Orchard Rd 4t2, Greenwood Village, CO, 80111 | $134,279,160,181 | 188739 | 766 | A percentage of AUM, Fixed fees |
| 3 | 717 17th Street, Suite 1850 Denver, CO, 80202 | $81,139,239,094 | 82 | 81 | A percentage of AUM, Fixed fees, Other (CONSULTING FEES) |
| 4 | 1801 California Street, Suite 5200 Denver, CO, 80202 | $65,938,129,807 | 135 | 60 | A percentage of AUM, Fixed fees |
| 5 | 8515 East Orchard Road, 2t3, Greenwood Village, CO, 80111 | $64,880,528,684 | 154 | 305 | A percentage of AUM, Fixed fees |
| 6 | 1200 17th Street, Suite 500 Denver, CO, 80202 | $45,350,198,548 | 86945 | 1020 | A percentage of AUM, Hourly charges, Fixed fees |
| 7 | 1290 Broadway, Suite 1000, Denver, CO, 80203 | $24,019,792,910 | 7 | 64 | A percentage of AUM, Fixed fees, Other (QUARTERLY, ASSET-BASED LICENSING FEE) |
| 8 | 100 St. Paul Street, Suite 800 Denver, CO, 80206 | $23,349,884,257 | 50 | 114 | A percentage of AUM, Performance Based, Other (PORTCO TRANS, MONITORING, CONSULTING, MARGIN, AND DIRECTORS FEES) |
| 9 | 100 Fillmore Street, Suite 325 Denver, CO, 80206 | $21,568,739,948 | 149 | 103 | A percentage of AUM, Performance Based |
| 10 | 1819 Wazee Street, Denver, CO, 80202 | $8,849,768,102 | 33 | 125 | A percentage of AUM, Performance Based, Other (ACQUISITION FEE) |
| 11 | 5299 Dtc Blvd., Suite 1000, Greenwood Village, CO, 80111 | $7,728,468,201 | 69 | 51 | A percentage of AUM, Hourly charges, Fixed fees |
| 12 | 1200 17th Street, Suite 970 Denver, CO, 80202 | $7,457,031,060 | 176 | 8 | A percentage of AUM, Performance Based |
| 13 | 1401 Lawrence Street, Suite 1920 Denver, CO, 80202 | $5,903,565,233 | 36 | 14 | A percentage of AUM, Performance Based |
| 14 | 260 N. Josephine St., Suite 500 Denver, CO, 80206 | $5,493,402,577 | 21 | 51 | A percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS) |
| 15 | 1430 Blake Street, Denver, CO, 80202-1316 | $5,271,991,016 | 2 | 24 | A percentage of AUM |
Information on Top Retirement Planning firms in Sterling, Colorado
QualificationsFirm CRD# 104652
Assets Under Management $239,345,489,058
No. Of Clients6602
Clients Per Financial Advisor7
JANUS HENDERSON INVESTORS is a financial advisory firm situated in Denver, Colorado. With a nearly $239B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6602 clients. The team consists of 978 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (PLEASE SEE SCHEDULE D, MISCELLANEOUS DISCLOSURE)
QualificationsFirm CRD# 112058
Assets Under Management $134,279,160,181
No. Of Clients188739
Clients Per Financial Advisor246
EMPOWER ADVISORY GROUP, LLC is a financial advisory firm situated in Greenwood Village, Colorado. With a nearly $134B assets under management, the firm specializes in crafting personalized retirement planning solutions for 188739 clients. The team consists of 766 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
QualificationsFirm CRD# 159189
Assets Under Management $81,139,239,094
No. Of Clients82
Clients Per Financial Advisor1
PUBLIC TRUST ADVISORS, LLC is a financial advisory firm situated in Denver, Colorado. With a nearly $81B assets under management, the firm specializes in crafting personalized retirement planning solutions for 82 clients. The team consists of 81 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (CONSULTING FEES)
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (CONSULTING)
QualificationsFirm CRD# 107376
Assets Under Management $65,938,129,807
No. Of Clients135
Clients Per Financial Advisor2
TRANSAMERICA ASSET MANAGEMENT, INC. is a financial advisory firm situated in Denver, Colorado. With a nearly $66B assets under management, the firm specializes in crafting personalized retirement planning solutions for 135 clients. The team consists of 60 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Other (MODEL ALLOCATION/INVESTMENT PORTFOLIOS, RESEARCH REPORTS & INVESTMENT SCORECARDS)
QualificationsFirm CRD# 107272
Assets Under Management $64,880,528,684
No. Of Clients154
Clients Per Financial Advisor1
EMPOWER CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Greenwood Village, Colorado. With a nearly $65B assets under management, the firm specializes in crafting personalized retirement planning solutions for 154 clients. The team consists of 305 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (INSURANCE COMPANY SEPARATE ACCOUNTS SERVICES PROVIDED TO NON QUALIFIED RETIREMENT PLAN SPONSORS)
QualificationsFirm CRD# 147363
Assets Under Management $45,350,198,548
No. Of Clients86945
Clients Per Financial Advisor85
MERCER GLOBAL ADVISORS INC. is a financial advisory firm situated in Denver, Colorado. With a nearly $45B assets under management, the firm specializes in crafting personalized retirement planning solutions for 86945 clients. The team consists of 1020 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
- Other (TRUST SERVICES, ESTATE PLANNING, TAX RETURN PREPARATION, CONSULTATION)
QualificationsFirm CRD# 134340
Assets Under Management $24,019,792,910
No. Of Clients7
Clients Per Financial Advisor0
ALPS ADVISORS, INC. is a financial advisory firm situated in Denver, Colorado. With a nearly $24B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 64 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (QUARTERLY
- ASSET-BASED LICENSING FEE)
Financial Planning Services
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 155677
Assets Under Management $23,349,884,257
No. Of Clients50
Clients Per Financial Advisor0
KSL CAPITAL PARTNERS is a financial advisory firm situated in Denver, Colorado. With a nearly $23B assets under management, the firm specializes in crafting personalized retirement planning solutions for 50 clients. The team consists of 114 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
- Other (PORTCO TRANS
- MONITORING
- CONSULTING
- MARGIN
- AND DIRECTORS FEES)
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (PORTFOLIO COMPANY MANAGEMENT SERVICES)
QualificationsFirm CRD# 149120
Assets Under Management $21,568,739,948
No. Of Clients149
Clients Per Financial Advisor1
ARROWMARK COLORADO HOLDINGS, LLC is a financial advisory firm situated in Denver, Colorado. With a nearly $22B assets under management, the firm specializes in crafting personalized retirement planning solutions for 149 clients. The team consists of 103 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 161406
Assets Under Management $8,849,768,102
No. Of Clients33
Clients Per Financial Advisor0
NORTHWOOD INVESTORS LLC is a financial advisory firm situated in Denver, Colorado. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 33 clients. The team consists of 125 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
- Other (ACQUISITION FEE)
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 149122
Assets Under Management $7,728,468,201
No. Of Clients69
Clients Per Financial Advisor1
MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC is a financial advisory firm situated in Greenwood Village, Colorado. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 69 clients. The team consists of 51 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
- Other (CSC - INVESTMENT POLICY STATEMENT CREATION/REVIEW FOR 3(21)A AND 3(38) ERISA PLANS)
QualificationsFirm CRD# 137677
Assets Under Management $7,457,031,060
No. Of Clients176
Clients Per Financial Advisor22
BEAR CREEK ASSET MANAGEMENT, LLC is a financial advisory firm situated in Denver, Colorado. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 176 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 312491
Assets Under Management $5,903,565,233
No. Of Clients36
Clients Per Financial Advisor3
1888 INVESTMENTS, LLC is a financial advisory firm situated in Denver, Colorado. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 36 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 173859
Assets Under Management $5,493,402,577
No. Of Clients21
Clients Per Financial Advisor0
REVELSTOKE CAPITAL PARTNERS is a financial advisory firm situated in Denver, Colorado. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 21 clients. The team consists of 51 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
- Other (SEE SCHEDULE D - MISCELLANEOUS)
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Other (PORTFOLIO COMPANY MANAGEMENT SERVICES)
QualificationsFirm CRD# 294402
Assets Under Management $5,271,991,016
No. Of Clients2
Clients Per Financial Advisor0
SMITH CAPITAL INVESTORS, LLC is a financial advisory firm situated in Denver, Colorado. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 24 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for investment companies
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
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Looking for more choices? Use our free match service to compare retirement planners serving your area.