Investment Adviser/Wealth Management Firms
Ranked by assets under management locally
Rank
Company
Assets under management locally 2018
nationally 2018
Number of employees
Services offered
Phone
Website
National headquarters
Person in charge, Title
Year founded
1
UBS Financial Services Inc.
1801 13th St., Suite 100
Boulder, CO 80302
$4,000,000,000
$1,100,000,000,000
N/A
Financial planning, investment solutions, credit lines and mortgages, corporate services and investment banking.
303-447-2940
www.ubs.com/branch/boulderby
New York, NY
Peter Ford, Director/Branch Manager
1879
2
RBC Wealth Management
3003 E. Harmony Road, Suite 400
Fort Collins, CO 80528
$3,550,000,000
$569,000,000,000
24
Wealth-management services. Registered investment adviser, retirement planning, 401(k) management, capital markets.
970-206-1174
www.cashfreeman.com
Minneapolis, MN
Cash Freeman, first vice presidentbranch director - financial advisor; Brian Jones, Branch Director - Financial Advisor
1909
3
First Western Trust
1155 Canyon Blvd., Suite 300
Boulder, CO 80302
$2,788,722,144
$5,106,361,240
24
Investment management, private banking, wealth planning, trusts and estates, treasury management, insurance, retirement consulting, philanthropic services.
303-441-9400
www.myfw.com
Denver, CO
Matt Gorr, chairman, First Western Trust, Boulder; Kristi Benningsdorf, President, First Western Trust, Northern Colorado
2002
4
Crestone Capital LLC
1048 Pearl St., Suite 450
Boulder, CO 80302
$2,100,011,725
$2,100,011,725
38
Crestone Capital LLC is an independent, multi-family office that delivers unmatched wealth management services to an exclusive network of entrepreneurs, business owners and their families.
303-442-4447
www.crestonecapital.com
Boulder, CO
Eric Kramer, founder, CEO & CIO
1991
5
Colorado Financial Management LLC
4840 Pearl East Circle, Suite 300E
Boulder, CO 80301
$1,300,000,000
$200,000,000
26
Wealth management and financial planning.
303-443-2433
www.colofinancial.com
Boulder, CO
Rick Lawrence, president & CEO
1989
6
First National Wealth Management
205 W. Oak St., Fourth Floor
Fort Collins, CO 80521
$1,186,165,000
$8,612,306,000
440
Financial planning, investment management, trust and estate services, private banking, retirement plan services.
970-494-6300
www.fnbo.com/wealth
Omaha, NE
Marietta Luellen, senior managing director
1857
7
BSW Wealth Partners
2300 Broadway
Boulder, CO 80304
$667,000,000
$934,000,000
25
Advisory and investment firm.
303-444-9696
www.bsw.com
Boulder, CO
David Wolf, CEO
1992
8
Trailhead Wealth Management LLC
801 Main St., Suite 300
Louisville, CO 80027
$559,000,000
$561,500,000
11
Comprehensive financial planning, insurance planning, and investment management.
720-625-3300
www.trailheadwm.com
Louisville, CO
Bryan Pieper, partner/senior PIM portfolio manager; Greg Stringari, Partner/Senior PIM Portfolio Manager; Kristy Tochihara, director, senior PIM portfolio manager; Noel Culberson, director, senior PIM portfolio manager; Ryan Holocher, Vice President, Senior Financial Advisor; Ryan Holocher, Vice President, Senior Financial Advisor
2012
9
Midwest Trust Co.
507 Canyon Blvd.
Boulder, CO 80302
$525,000,000
$13,500,000,000
8
Trust, nonprofit and estate management and investment-advisory services.
303-444-9060
www.midwesttrust.com
Overland Park, KS
1993
10
Elevations Credit Union — Elevations Headquarters at Diagonal Branch
2960 Diagonal Highway
Boulder, CO 80301
$495,000,000
$495,000,000
550
Checking & savings accounts, mortgage loans, credit cards, auto loans, home equity loans, business banking, business loans, financial planning.
303-443-4672
www.elevationscu.com
Boulder, CO
Gerry Agnes, president & CEO
1953