AdvisorCensus / Financial advisors / Colorado / Denver, CO / Fidelity Investments
Financial advisors in Denver, CO using Fidelity Investments
45 SEC-registered investment advisory firms headquartered in the Denver, CO metro area name Fidelity Investments as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Alpha Capital Family Office, LLC | Greenwood Village | SEC-registered investment adviser | $100 million to $500 million |
| Alpha Capital Management Group LLC | Denver | SEC-registered investment adviser | $500 million to $1 billion |
| Aspen Wealth Strategies, LLC | Arvada | SEC-registered investment adviser | $100 million to $500 million |
| BOK Financial Private Wealth, Inc. | Denver | SEC-registered investment adviser | $1 billion to $5 billion |
| Buck Wealth Strategies, LLC | Denver | SEC-registered investment adviser | $1 billion to $5 billion |
| BXM Wealth LLC | Englewood | SEC-registered investment adviser | $100 million to $500 million |
| Capital Asset Management, LLC | Denver | SEC-registered investment adviser | $100 million to $500 million |
| Cedarwood Wealth | Highlands Ranch | SEC-registered investment adviser | $100 million to $500 million |
| Centerpiece Wealth Advisor | Greenwood Village | SEC-registered investment adviser | $100 million to $500 million |
| Destiny Capital Corporation | Denver | SEC-registered investment adviser | $100 million to $500 million |
| Downing Street Wealth Management LLC | Greenwood Village | SEC-registered investment adviser | $100 million to $500 million |
| Edgerock Wealth Management | Denver | SEC-registered investment adviser | $500 million to $1 billion |
| Elevation Point Wealth Partners, LLC | Denver | SEC-registered investment adviser | Over $5 billion |
| ELK River Wealth Management LLC | Denver | SEC-registered investment adviser | $500 million to $1 billion |
| Evergreen Private Wealth | Greenwood Village | SEC-registered investment adviser | $100 million to $500 million |
| Fidelis Wealth Advisors | Castle Rock | SEC-registered investment adviser | $100 million to $500 million |
| Focused Alpha, LLC | Greenwood Village | SEC-registered investment adviser | $500 million to $1 billion |
| Gallacher Capital Management, LLC | Lone Tree | SEC-registered investment adviser | $500 million to $1 billion |
| GBG Wealth Management LLC | Lone Tree | SEC-registered investment adviser | Under $25 million |
| Geneos Wealth Management, Inc. | Englewood | SEC-registered investment adviser | Over $5 billion |
| Highpass Asset Management LLC | Denver | SEC-registered investment adviser | $100 million to $500 million |
| Horizon Wealth | Denver | SEC-registered investment adviser | $100 million to $500 million |
| Infinium Investment Advisors, LLC | Denver | SEC-registered investment adviser | $100 million to $500 million |
| Innovative Financial, LLC | Lakewood | SEC-registered investment adviser | $100 million to $500 million |
| Investment Management Associates | Greenwood Village | SEC-registered investment adviser | $500 million to $1 billion |
| JPL Wealth Management, LLC | Greenwood Village | SEC-registered investment adviser | $500 million to $1 billion |
| Mercer Global Advisors Inc. | Denver | SEC-registered investment adviser | Over $5 billion |
| Michaud Capital Management LLC | Denver | SEC-registered investment adviser | $1 billion to $5 billion |
| Mountain Capital Investment Advisors Inc | Westminster | SEC-registered investment adviser | $500 million to $1 billion |
| Panorama Wealth Advisors | Greenwood Village | SEC-registered investment adviser | $100 million to $500 million |
| Paramount Associates Wealth Management | Greenwood Village | SEC-registered investment adviser | $100 million to $500 million |
| Peak Financial Management, Inc. | Broomfield | SEC-registered investment adviser | $100 million to $500 million |
| Ridgegate Advisors, LLC | Englewood | SEC-registered investment adviser | $100 million to $500 million |
| Sachem Hill LLC | Denver | SEC-registered investment adviser | $1 billion to $5 billion |
| Salus Financial Advisors | Denver | SEC-registered investment adviser | $100 million to $500 million |
| Shelton Capital Management | Denver | SEC-registered investment adviser | Over $5 billion |
| Summit Hill Wealth Management, LLC | Greenwood Village | SEC-registered investment adviser | $100 million to $500 million |
| Synergy Financial Partners, LLC | Denver | SEC-registered investment adviser | $100 million to $500 million |
| Tandem Financial, LLC | Greenwood Village | SEC-registered investment adviser | $500 million to $1 billion |
| Tier One Wealth Management | Lone Tree | SEC-registered investment adviser | $100 million to $500 million |
| Tillman Hartley LLC | Denver | SEC-registered investment adviser | $500 million to $1 billion |
| Townsend | Westminster | SEC-registered investment adviser | $1 billion to $5 billion |
| UX Wealth Partners LLC | Centennial | SEC-registered investment adviser | $1 billion to $5 billion |
| Wakefield Asset Management, LLLP | Englewood | SEC-registered investment adviser | $100 million to $500 million |
| Wakefield Wealth Management, LLLP | Englewood | SEC-registered investment adviser | $500 million to $1 billion |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Fidelity Investments nationwide
Cite this page
AdvisorCensus. Financial advisors in Denver, CO using Fidelity Investments. https://advisorcensus.com/advisors/co/denver/custodians/fidelity https://advisorcensus.com/advisors/co/denver/custodians/fidelity