Home

Sponsored by





   

Leading Providers is a service of Goldline Research. Goldline Research is a leading marketing and information services firm. Goldline Research’s mission is to empower consumer choice by researching and identifying leading professional services providers. Goldline Research has helped thousands of consumers find high quality service providers. Goldline Research was recently named to the 2009 Inc. 5000 list of the fastest growing privately-held companies. Founded in 2004, Goldline Research is headquartered in Novato, California. For more information about Goldline Research, please visit www.leadingproviders.com. Goldline Research is not affiliated with Forbes Magazine.


 

The Most Dependable™
Wealth Managers of the Rocky Mountains
According to the Securities and Exchange Commission (SEC), there are nearly 850 Registered Investment Advisors in the Rocky Mountain region of the United States. Goldline Research undertook an in-depth, multi-month research process to identify leading wealth managers in the region.

David Rick, CFP™, ChFC, CLU
555 Rivergate Lane, Suite B1-107
Durango, CO 81301
970.259.5208 | David.Rick@lpl.com

Securities offered through LPL Financial, a registered investment adviser, member FINRA / SIPC.


Integrity Financial*
5181 Ward Road, #206
Wheat Ridge, CO 80033
303.462.2001
www.ifsweb.com
www.iMoneyCoach.com


Rick B Stanzione, President & CEO
R & R Group, Inc.
5319 South Adams Avenue, Suite A
Washington Terrace, UT 84405
866.606.2151
www.controlyourassets.com

Securities offered through Investors Capital Corporation, member FINRA / SIPC.


Smedley Financial Services, Inc.®
420 East South Temple, Suite 420
Salt Lake City, UT 84110
801-355-8888
www.smedleyfinancial.com

Securities offered through Securities America, Inc., Member FINRA/SIPC.

SimonDavis Asset Management, Inc.
600 Grant Street, Suite 650
Denver, CO 80203
303.837.1119
www.simondavisinc.com

SimonDavis Asset Management, Inc. is a Registered Investment Advisor.


Lyle Boss, CRFA
Boss Financial & Insurance
Services LLC
955 Chambers Street, Suite 250
Ogden, UT 84403
801.475.9400


Triad Financial Group
The Penthouse
5670 Greenwood Plaza Boulevard
Greenwood Village, CO 80111
720.489.0801
greg.hanshew@lpl.com
bernard.taillon@lpl.com




* Second Year Selected


To download a pdf of the printed list that ran in the January 12, 2009 issue of Forbes, please click here.

To download a pdf of the entire list of all qualifying companies, please click here.