The 7 Largest Financial Consulting Firm in Colorado

Colorado, known for its scenic landscapes and thriving economy, is also home to some of the most reputable financial consulting firms in the United States. These firms offer a wide range of services, including investment management, financial planning, and risk management, to individuals, businesses, and institutions. Here are the five largest financial consulting firms in Colorado, based on their assets under management:

• Wells Fargo Advisors

Wells Fargo Advisors is a subsidiary of Wells Fargo & Company, one of the largest banks in the world. With over .4 trillion in assets under management, Wells Fargo Advisors is the largest financial consulting firm in Colorado. The firm provides a comprehensive range of financial services, including investment management, financial planning, and retirement planning.

• Morgan Stanley Wealth Management

Morgan Stanley Wealth Management is the wealth management division of Morgan Stanley, a leading global investment bank. With over .1 trillion in assets under management, Morgan Stanley Wealth Management is the second-largest financial consulting firm in Colorado. The firm offers a wide range of financial services, including investment management, financial planning, and estate planning.

• Merrill Lynch Wealth Management

Merrill Lynch Wealth Management is the wealth management division of Bank of America, one of the largest banks in the United States. With over 0 billion in assets under management, Merrill Lynch Wealth Management is the third-largest financial consulting firm in Colorado. The firm provides a comprehensive range of financial services, including investment management, financial planning, and retirement planning.

• Raymond James Financial Services

Raymond James Financial Services is a leading independent financial services firm. With over 0 billion in assets under management, Raymond James Financial Services is the fourth-largest financial consulting firm in Colorado. The firm offers a wide range of financial services, including investment management, financial planning, and retirement planning.

• Janney Montgomery Scott LLC

Janney Montgomery Scott LLC is a privately-held financial services firm. With over 0 billion in assets under management, Janney Montgomery Scott LLC is the fifth-largest financial consulting firm in Colorado. The firm offers a wide range of financial services, including investment management, financial planning, and retirement planning.

The 7 Biggest Financial Consulting Firm near Colorado

Colorado Wealth Group

• Address: 1345 S Broadway, Denver, CO 80210, United States
• Map: Click here
• Rating: 5 (89)
• Phone: +1 720-729-2500
• Website: Link
• Opening hours:
  
  Monday: 8:00 AM – 5:00 PM

  Tuesday: 8:00 AM – 5:00 PM

  Wednesday: 8:00 AM – 5:00 PM

  Thursday: 8:00 AM – 5:00 PM

  Friday: 8:00 AM – 5:00 PM

  Saturday: Closed

  Sunday: Closed
• Reviews:
  
  Kevin Carney✭✭✭✭✭

  2 months ago

  My wife and I have been working with the team at Colorado Wealth Group for the past 6 months and we’ve been extremely impressed. This is our first experience with a financial advisor and it has far exceeded our expectations. They are professional, thoughtful, thorough, and all-around good people. We’re very happy to recommend them!

  Lindsey Browne✭✭✭✭✭

  2 months ago

  I highly recommend CWG for their exceptional wealth management services. We were referred by a close friend and realtor and interviewed multiple firms. From our first conversation with Steven Harp, we knew CWG was the right fit. Their personalized care, responsive team, and family-like atmosphere make them stand out. Special kudos to Emily, the Director of Operations, for her exceptional support and efficient management. Steven and the CWG team have transformed our wealth management approach, and we’re confident about our financial future. Don’t hesitate to choose CWG for your financial needs.

  Casey Van Horj✭✭✭✭✭

  8 months ago

  Working with CWG has been an absolute delight! Their expertise in managing our finances has been exceptional, ensuring that our money is in capable hands. Not only have they surpassed our expectations in handling our financial affairs flawlessly, but they have also gone the extra mile by providing invaluable advice that has greatly benefited us. Their professionalism and mastery in their field are truly commendable. We cannot praise them enough for their incredible skills and dedication to what they do.

  Sassy Sasha✭✭✭✭✭

  a month ago

  Very professional business. They will answer any questions you ask accurately and promptly. Never had problems getting hold of my advisers and team when needed, and they will always return your calls very quickly.

  Kathryn Ross✭✭✭✭✭

  10 months ago

  We’ve recently started working with the Colorado Wealth Group and are beyond happy with the level of engagement and overall guidance. Jacob, Carter and the entire support staff have been receptive and patient with all of our questions. Looking forward to our financial journey with the team.

Colorado Financial Advisors

• Address: 8400 E Prentice Ave Ste 800, Greenwood Village, CO 80111, United States
• Map: Click here
• Rating: 5 (66)
• Phone: +1 303-277-0605
• Website: Link
• Opening hours:
  
  Monday: 9:00 AM – 5:00 PM

  Tuesday: 9:00 AM – 5:00 PM

  Wednesday: 9:00 AM – 5:00 PM

  Thursday: 9:00 AM – 5:00 PM

  Friday: 9:00 AM – 5:00 PM

  Saturday: 9:00 AM – 12:00 PM

  Sunday: Closed
• Reviews:
  
  Genevieve Fletcher✭✭✭✭✭

  5 months ago

  Colorado Financial Advisors are top-tier financial planners. Their expertise and personalized approach transformed my financial situation. Trustworthy, insightful, and reliable. Highly recommend for anyone seeking financial guidance.

  Beatrice Rathermel✭✭✭✭✭

  8 months ago

  I have been very impressed working with Mr. Steven White. After divorcing after a 35 year marriage, no debt and plenty of savings, he could not have been more helpful. He is a very good listener and continues to be an excellent source for safe investments for me. I would highly recommend him.

  Lisa HQ✭✭✭✭✭

  7 months ago

  Mike was a big help getting us signed up for Medicare and a supplement plan. He was good at follow up, I need that!

  Brett jacobson✭✭✭✭✭

  7 months ago

  Mike was very helpful and kept me in the loop through my whole process. He had very efficient communication.

  Mark Kraffert✭✭✭✭✭

  8 months ago

  A great experience. I learned I was able to offer more benefit for my employees at no cost to my business after the tax advantages. A nice office and friendly people. I highly recommend.

Trilogy Financial Services

• Address: 101 University Blvd #450, Denver, CO 80206, United States
• Map: Click here
• Rating: 4.7 (12)

FTI Consulting

• Address: 999 17th St #700, Denver, CO 80202, United States
• Map: Click here
• Rating: 4 (5)

Lodestar Financial Planning

• Address: By Appointment Only, 7035 Campus Dr Suite #907, Colorado Springs, CO 80920, United States
• Map: Click here
• Rating: 5 (5)

Momentum Financial Planning LLC

• Address: 6042 Uno St, Arvada, CO 80003, United States
• Map: Click here
• Rating: 5 (5)

Full Velocity Consulting

• Address: 1900 Wazee St # 300, Denver, CO 80202, United States
• Map: Click here
• Rating: 5 (3)

Discover top consulting firms in various states, like those mentioned in Minnesota, South Carolina and Alabama, to understand the dynamic business scene across the United States. These companies play a crucial role in shaping the vibrant business environment, positioning Colorado, USA as a center for strategic insights and cutting-edge solutions.

Top Financial Consulting Firm Alternatives in Colorado

Colorado is home to several top financial consulting firms that provide a wide range of services to clients. These firms have gained popularity due to their expertise, track record, and commitment to delivering exceptional financial advice. Here are three of the top financial consulting firms that are very popular in Colorado:

• 1. PwC (PricewaterhouseCoopers): PwC is a global leader in financial consulting services with a strong presence in Colorado. The firm offers a comprehensive range of financial advisory services, including risk management, valuation, restructuring, and mergers and acquisitions. PwC’s team of highly skilled professionals combines industry expertise with innovative solutions to help clients navigate complex financial challenges. With a focus on delivering value and building enduring relationships, PwC has established itself as one of the top financial consulting firms in Colorado.
• 2. Deloitte: Deloitte is another prominent financial consulting firm that has a strong presence in Colorado. The firm provides a wide range of financial advisory services, including strategy consulting, risk management, and tax advisory. Deloitte’s team of professionals brings deep industry knowledge and technical expertise to help clients drive growth, manage risk, and enhance operational efficiency. The firm’s client-focused approach and commitment to delivering high-quality services have made it highly popular among businesses in Colorado.
• 3. KPMG: KPMG is a globally renowned financial consulting firm that has established a strong foothold in Colorado. The firm offers a comprehensive suite of financial advisory services, including audit, tax, and consulting. KPMG’s team of professionals leverages their industry knowledge and experience to help clients address complex financial challenges and seize growth opportunities. With a client-centric approach and a track record of delivering results, KPMG continues to be a preferred choice for businesses seeking financial consulting services in Colorado.

These top financial consulting firms in Colorado have earned their popularity by providing expert financial advice and innovative solutions. Whether businesses require guidance in strategic decision-making, risk management, or mergers and acquisitions, these firms offer the expertise and resources needed to navigate the ever-changing financial landscape.

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