2025 Forbes Best-in-State Wealth Advisors in Colorado

Dan Weinberger, CFP®, MBA

Managing Partner

Tom Garcia

Managing Partner

Frank Caccavallo

Managing Partner

Elliot Forsyth, CFP®

Senior Partner

2025 Forbes Best-in-State Wealth Management Teams

Rank #15 - Colorado

Ascent Wealth Partners

2025 Forbes Best-In-State Wealth Advisors: Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23 - 6/30/24. View additional disclosures.

2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams. Fee paid for use of marketing materials.
Ascent Wealth Partners

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