Chartered Financial Analysts pass three rigorous exams focused on investment analysis and portfolio management.
Denewiler Capital Management
Top 1% by experience in Denver
CFA
Value Financial Advisers
Top 1% by experience in Denver
CFA
Castle Pines Investment Management
Top 1% by experience in Colorado
CFA
UBS Financial Services
Top advisor by experience in Telluride
CFAFiduciary
Ramsay Stattman Vela & Price
43yrs
Philip PriceFinancial advisor
2 N. Cascade Ave., Suite 810
Colorado Springs, CO 80903
Top advisor by experience at Ramsay Stattman Vela & Price
CFAFiduciary
Epic Investment Management
Top 2% by experience in Colorado
CFA
Peak Asset Management
40yrs
John McCorvieFinancial advisor
1371 E Hecla Drive, Suite A
Louisville, CO 80027
Top 3% by experience in Colorado
CFA
Causey Wealth
40yrs
Timothy ItinFinancial advisor
6400 S. Fiddlers Green Circle Suite 975
Greenwood Village, CO 80111
Top 2% by experience in Greenwood Village
CFA
David B. Patston, CPA, CFA
37yrs
David PatstonFinancial advisor
1610 Wynkoop, Suite 500
Denver, CO 80202
Top 4% by experience in Denver
CFA
Wealth Enhancement Advisory Services
Top 4% by experience in Denver
CFAFiduciary
Bear Creek Asset Management
36yrs
William JacksonFinancial advisor
1200 17th Street Suite 970
Denver, CO 80202
Top 5% by experience in Denver
CFAFiduciary
Perimeter Investments
Top 5% by experience in Colorado
CFAFiduciary
Townsend
35yrs
John GoltermannFinancial advisor
2761 W. 120th Ave., Suite 200
Westminster, CO 80234
Top 4% by experience in Westminster
CFAFiduciary
Black Swift Group
35yrs
Gregory CasalsFinancial advisor
2595 Canyon Blvd Suite 330
Boulder, CO 80302
Top advisor by experience at Black Swift Group
CFA
Alphacore Capital
Top 5% by experience in Denver
CFAFiduciary
Incline Capital Management
Top 4% by experience in Fort Collins
CFAFiduciary
Paragon Capital Management
Top advisor by experience at Paragon Capital Management
CFA
Mercer Global Advisors
34yrs
Byron SniderFinancial advisor
1200 17th Street Suite 2000
Denver, CO 80202
Top 4% by experience at Mercer Global Advisors
CFA
Raymond James Financial Services Advisors
Top 6% by experience in Colorado
CFACFP®Fiduciary
Peak Asset Management
34yrs
Julie PribbleFinancial advisor
1371 E. Hecla Drive Suite A
Louisville, CO 80027
Top 7% by experience in Colorado
CFAFiduciary
Raymond James Financial Services Advisors
Top 7% by experience in Colorado
CFACFP®Fiduciary
Icon Advisers
33yrs
Donovan PaulFinancial advisor
8480 E Orchard Road Suite 1200
Greenwood Village, CO 80111
Top 5% by experience in Greenwood Village
CFAFiduciary
Cornerstone Investment Advisors
33yrs
David DarmourFinancial advisor
1790 38th Street Suite 207
Boulder, CO 80301
Top 7% by experience in Colorado
CFACFP®Fiduciary
Cambiar Investors
33yrs
Brian BarishFinancial advisor
200 Columbine Street Suite 800
Denver, CO 80206
Top 7% by experience in Denver
CFA