| Sophia Berglund | Peak Asset Management | Louisville | Not listed | Percentage of assets |
| Steven Szafranski | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Tami Carroll | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Terry Robinette | Peak Asset Management | Louisville | Not listed | Percentage of assets |
| Timothy Wojtalik | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Todd Moerman | Integrity Investment Advisors | Fort Collins | Not listed | Percentage of assets |
| William Stordahl | Stordahl Capital Management | Greenwood Village | CFP | Percentage of assets, Hourly |
| Andrea Searle | Schaefer Financial Management | Centennial | CFP | Percentage of assets, Hourly |
| Andrew Dodds | Dodds Wealth | Greenwood Village | CFP | Percentage of assets, Hourly |
| Brennan Pate | Dodds Wealth | Greenwood Village | CFP | Percentage of assets, Hourly |
| Brian Sells | Peak Financial Advisors | Denver | CFP | Percentage of assets, Fixed fees |
| Charles Tobler | Star Financial Services | Denver | CFP | Hourly, Flat fee or retainer |
| Debbie Freeman | Peak Financial Advisors | Denver | CFP | Percentage of assets, Fixed fees |
| Emily Lucero | Colorado Capital Management | Boulder | CFP | Percentage of assets |
| Gavin Forrest | Schaefer Financial Management | Centennial | CFP | Percentage of assets, Hourly |
| Henry Schaefer | Schaefer Financial Management | Centennial | CFP | Percentage of assets, Hourly |
| Jason Black | Colorado Capital Management | Boulder | CFP | Percentage of assets |
| Jeffrey Schaefer | Schaefer Financial Management | Englewood | CFP | Percentage of assets, Hourly |
| John Dodds | Dodds Wealth | Greenwood Village | CFP | Percentage of assets, Hourly |
| Kirsten Hollander | Schaefer Financial Management | Centennial | CFP | Percentage of assets, Hourly |
| Lowell Hansen | Schaefer Financial Management | Englewood | CFP | Percentage of assets, Hourly |
| Rebecca Aardal | Schaefer Financial Management | Centennial | CFP | Percentage of assets, Hourly |
| Steven Teselle | Dorato Capital Management | Denver | CFP, CFA | Percentage of assets, Hourly |
| Thomas Riley | Alpha Capital Family Office | Greenwood Village | CFA | Percentage of assets, Fixed fees |
| Todd Lebor | Snowball Wealth Management | Boulder | CFP | Percentage of assets, Flat fee or retainer |
| Brian Rettig | Denver Private Wealth Management | Denver | CFA | Percentage of assets, Hourly |
| Christian Johnson | Capital Investment Counsel | Denver | CFP | Percentage of assets |
| David Darmour | Cornerstone Investment Advisors | Boulder | CFP, CFA | Percentage of assets, Hourly |
| Declan Lane | Capital Investment Counsel | Denver | CFP | Percentage of assets |
| Dennis Channer | Cornerstone Investment Advisors | Boulder | CFP | Percentage of assets, Hourly |
| Ethan Braid | High Pass Asset Management | Denver | CFA | Percentage of assets, Hourly |
| Heather Holtzinger | RoseCap Financial Advisors | Denver | CFP | Percentage of assets |
| Jake Johnson | Capital Investment Counsel | Denver | CFP | Percentage of assets |
| Jeremy Shevlin | Toro West Capital Advisors | Louisville | CFP | Percentage of assets, Fixed fees |
| Maia Babbs | Lariat Wealth Management | Denver | CFA | Percentage of assets |
| Mark Schumacher | Third Day Capital | Denver | CFA | Percentage of assets |
| Matthew Dupree | Denver Private Wealth Management | Denver | CFA | Percentage of assets, Hourly |
| Stelianos Elenis | High Pass Asset Management | Denver | CFA | Percentage of assets, Hourly |
| Stephen Dreiling | Capital Investment Counsel | Denver | CFP | Percentage of assets |
| Alexandra Boyles | Alpha Capital Family Office | Greenwood Village | Not listed | Percentage of assets, Fixed fees |
| Christopher Baxter | Alpha Capital Family Office | Greenwood Village | Not listed | Percentage of assets, Fixed fees |
| Christopher Conmy | Alpha Capital Family Office | Greenwood Village | Not listed | Percentage of assets, Fixed fees |
| Derrick Watson | Stonebridge Capital Advisors | Greenwood Village | CFP | Percentage of assets |
| Elizabeth Bruer | Smith Bruer | Colorado Springs | CFP, CIMA, MBA | Percentage of assets |
| Jacob Guinn | Alpha Capital Family Office | Greenwood Village | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Brown | Shearwater Capital | Denver | CFA | Percentage of assets |
| Jerry McDonnell | Keen Capital | Westminster | Not listed | Percentage of assets, Fixed fees |
| Michael Dieschbourg | Alpha Capital Family Office | Greenwood Village | Not listed | Percentage of assets, Fixed fees |
| Mikyo Butler | Butler Financial Services | Denver | CFA | Hourly |
| William Brennan | Park Hill Financial Planning & Investment Management | Denver | CFA, CFP | Percentage of assets, Hourly |