Overview

We are an advisor owned RIA with over 80 advisors that have equity in the firm. As an RIA, we managed money in a fee based model for individuals, families and entities. We do financial planning and private investments, outside of the public markets. We also have a significant retirement plan business that includes 4 in-house ERISA attorneys, a dedicated financial wellness/education team and a department to support the advisors.

We are an aggregator and can add firms into our model, provide them with a succession plan, while also delivering top of the line investment experience, service and partnership. We'd like to meet small, middle and large firms around the Colorado region that are tired of trying to do everything themselves.

Market
RIA
Last Activity
2 weeks

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