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Data / Investment advisers / $100 million to $500 million in AUM / Colorado

Investment advisers in Colorado with $100 million to $500 million in AUM: 186 firms

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

186 SEC registered investment advisers in Colorado report between $100 million and $500 million in regulatory assets under management, $42.3 billion in all, in the SEC's Form ADV file of November 2, 2026. The largest is Acorn Creek Capital LLC with $489 million.

The request: Every investment adviser in Colorado with AUM in the range $100 million to $500 million, with phone and website. $10 of work on sign-up, no card.

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

  • 186Advisers
  • 186SEC registered
  • $42.3 billionTotal AUM
  • 186Advisers over $100 million
  • 36Manage private funds
  • November 2, 2026File date

Largest advisers by AUM

Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
Acorn Creek Capital LLCFort Collins$488.7 million2,0735Not listed(970) 818-4820acorncreekcapital.comadviserinfo.sec.gov
Emerald Hill Capital Partners Holdings LLCLakewood$476 million232(303) 825-3550ehcp.comadviserinfo.sec.gov
G&S Capital LLCDenver$475.6 million1,2659Not listed(303) 773-8000gandscapital.comadviserinfo.sec.gov
Towle & CoDenver$473.7 million3192(303) 731-2494smallcapvalue.comadviserinfo.sec.gov
Global Wealth Strategies and Associates, LLCDenver$457 million2,94610Not listed(720) 420-4870gwsa.usadviserinfo.sec.gov
Wakefield Asset Management, LLLPEnglewood$454 million58611Not listed(303) 771-0630wakefieldasset.comadviserinfo.sec.gov
Primark Advisors, LLCDenver$451.5 million112Not listed(303) 529-2200adviserinfo.sec.gov
Avant Management LLCDenver$449 million783(720) 746-5053adviserinfo.sec.gov
Petra Financial Advisors IncColorado Springs$447.2 million1,17115Not listed(719) 636-9000adviserinfo.sec.gov
Noble Wealth Management P.B.C.Greenwood Village$444.1 million8045Not listed(303) 325-3061adviserinfo.sec.gov
Shearwater CapitalDenver$427.3 million7314Not listed(314) 434-4750shearcap.comadviserinfo.sec.gov
Boulder Asset ManagementEnglewood$426.1 million1784Not listed(303) 779-8772adviserinfo.sec.gov
Cascade Investment Group, Inc.Colorado Springs$419.9 million9786Not listed(719) 632-0818adviserinfo.sec.gov
Jupiter Wealth Management, LLCGlendale$416.8 million3084Not listed(303) 999-3716jupiterwealth.comadviserinfo.sec.gov
Maxq Asset Management LLCGreenwood Village$407.7 million11Not listed(720) 452-2343maxqam.comadviserinfo.sec.gov
Causey Wealth LLCGreenwood Village$393.2 million5857Not listed(303) 672-9876causeywealth.comadviserinfo.sec.gov
Prudent Man Investment ManagementLousiville$390.2 million7624Not listed(303) 436-1577prudentman.comadviserinfo.sec.gov
Lasalle Debt Investors, LLCDenver$384.7 million314Not listed(720) 614-8939lasalle.comadviserinfo.sec.gov
Rallyday Partners, LLCDenver$384.1 million6196(303) 494-1992rallydaypartners.comadviserinfo.sec.gov
Destiny Capital CorporationDenver$382.2 million82511Not listed(720) 715-7570adviserinfo.sec.gov
Resolute Capital Asset Partners LLCDenver$380.9 million585(303) 209-4114adviserinfo.sec.gov
Keystone Financial ServicesLoveland$379.2 million1,0254Not listed(970) 744-5408adviserinfo.sec.gov
Helm Investment Management, LLCDenver$370.8 million5593Not listed(303) 861-4835helminvest.comadviserinfo.sec.gov
Cosner Financial Group, LLCWindsor$369.8 million9915Not listed(970) 482-3922cosnerfinancialgroup.comadviserinfo.sec.gov
M.Z. Kark & Associates, IncDenver$369.6 million1,3084Not listed(303) 623-1818mzkark.comadviserinfo.sec.gov
Integrity Wealth Solutions LLCDenver$369 million7302Not listed(303) 716-5777adviserinfo.sec.gov
Collegiate Peaks Asset Management, LLCDenver$365.1 million631(303) 801-3549cpamllc.comadviserinfo.sec.gov
Trail Ridge Investment Advisors, LLCFort Collins$352.9 million46511Not listed(970) 305-5150trailridgewm.comadviserinfo.sec.gov
Cherry Creek Investment Advisors IncEnglewood$351.9 million7993Not listed(303) 320-5774cherrycreekinvestmentadvisors.comadviserinfo.sec.gov
Forty North WealthGlendale$350.6 million1,18712Not listed(303) 691-1808insightassetmgmt.comadviserinfo.sec.gov
Jackson Creek Investment Advisors LLCCastle Rock$349 million576Not listed(720) 826-4102jacksoncreekinvest.comadviserinfo.sec.gov
Gainline Financial Partners, LLCLouisville$348.6 million1,0016Not listed(720) 548-4391adviserinfo.sec.gov
Boulder Wealth Advisors, LLCBoulder$337.9 million5284Not listed(303) 444-1161boulderwealthadvisors.comadviserinfo.sec.gov
Leh III Management LLCEnglewood$335.9 million4144(720) 909-6608lincolnenergypartners.netadviserinfo.sec.gov
Cimarron Wealth Management, Inc.Montrose$327.3 million57414Not listed(970) 249-9882wealthwithapurpose.comadviserinfo.sec.gov
Whipplewood Advisors, LLCLittleton$324.5 million3756Not listed(303) 551-8016adviserinfo.sec.gov
Cresalta Investment Management, Inc.Greenwood Village$323.4 million1285Not listed(303) 498-9699cresalta.comadviserinfo.sec.gov
M4a3 LLCBoulder$322 million35665(303) 396-6204m4a3.comadviserinfo.sec.gov
Theory FinancialFort Collins$319.2 million6763Not listed(970) 305-4649adviserinfo.sec.gov
Aspen Wealth Strategies, LLCArvada$312.2 million1,1737Not listed(303) 421-1113aspenwealthstrategies.comadviserinfo.sec.gov
Synergy Financial Partners, LLCDenver$308.7 million1,1525Not listed(303) 399-9999sfpdenver.comadviserinfo.sec.gov
Varra FinancialLouisville$305.6 million1,2087Not listed(303) 665-2822varrafinancial.comadviserinfo.sec.gov
Broadview Wealth PartnersBoulder$304.7 million9497Not listed(303) 323-4293broadviewwp.comadviserinfo.sec.gov
Mica Creek Capital LLCSteamboat Springs$300.5 million441(917) 399-0058adviserinfo.sec.gov
Roubaix Capital, LLCDenver$298.9 million472(303) 209-4100roubaixcapital.comadviserinfo.sec.gov
Marshall Investment Management, LLCGreenwood Village$298 million1,0738Not listed(303) 991-6415adviserinfo.sec.gov
Alpha Capital Family Office, LLCGreenwood Village$295.9 million53515Not listed(303) 900-0185acfamilyoffice.comadviserinfo.sec.gov
Kilterhowling LLCBoulder$292.9 million6214Not listed(720) 443-2076kilterhowling.comadviserinfo.sec.gov
Exceptional Wealth & Family OfficeColorado Springs$292.2 million5278Not listed(719) 715-4179adviserinfo.sec.gov
Impactfolio LLCDenver$288.9 million5743Not listed(844) 218-3800impactfolio.coadviserinfo.sec.gov
J.F. Williams Co., Inc.Denver$286.5 million4994Not listed(303) 753-4506jfwco.comadviserinfo.sec.gov
Jim Saulnier & Associates, LLCFort Collins$286.4 million6277Not listed(970) 530-0556jimhelps.comadviserinfo.sec.gov
Lotusgroup AdvisorsDenver$286 million72010Not listed(720) 593-9861adviserinfo.sec.gov
Bespoke AdvisoryEvergreen$284 million169Not listed(877) 777-6845bespokeadvisory.ioadviserinfo.sec.gov
Vital Investment Management LLCLoveland$283.9 million9648Not listed(970) 776-3316vimadvisor.comadviserinfo.sec.gov
Bear Creek Fund Advisors LLCDenver$282.5 million3123(303) 459-7333bearcreekam.comadviserinfo.sec.gov
Higgins & Schmidt Wealth Strategies LLCDenver$279.5 million8615Not listed(720) 287-0918adviserinfo.sec.gov
Ryan InvestmentsBasalt$272 million3836Not listed(970) 429-1100ryaninvest.comadviserinfo.sec.gov
Parsonex Advisory Services, Inc.Englewood$271.3 million1,079241(303) 662-8700parsonexadvisory.comadviserinfo.sec.gov
Peak Financial AdvisorsDenver$268.8 million4093Not listed(303) 316-2799peakfinancial.comadviserinfo.sec.gov
Evergreen Private WealthGreenwood Village$264.7 million5784Not listed(720) 617-2885evergreenprivatewealth.comadviserinfo.sec.gov
The Wealth Conservancy, Inc.Boulder$260 million2206Not listed(303) 444-1919adviserinfo.sec.gov
Bruce G. Allen Investments, LLCDenver$258.1 million4922Not listed(303) 592-5535adviserinfo.sec.gov
Green Alpha InvestmentsNiwot$253.9 million2694Not listed(303) 993-7856adviserinfo.sec.gov
Shenandoah Energy Management, LLCHighlands Ranch$253.9 million3123(304) 907-1555shenandoahenergy.comadviserinfo.sec.gov
Unless Management LPBoulder$252.7 million443(720) 663-1211unless.coadviserinfo.sec.gov
Stone Creek Group, LLCEnglewood$250.6 million27454(303) 226-7370stonecreekgroup.comadviserinfo.sec.gov
Toro West Capital AdvisorsLouisville$245.7 million3524Not listed(720) 319-8517torowestcapital.comadviserinfo.sec.gov
GatemoreAspen$239.5 million14912(970) 746-4790gvpclimate.comadviserinfo.sec.gov
Capital Financial Group, Inc.Littleton$237.4 million6675Not listed(303) 629-7500adviserinfo.sec.gov
Elderado Financial, IncMontrose$237.2 million1,0715Not listed(970) 249-9900adviserinfo.sec.gov
Peak Investment Advisors, Inc.Colorado Springs$234.6 million1952Not listed(719) 260-6475peakinvestmentadvisors.comadviserinfo.sec.gov
Bonfire Financial, LLCColorado Springs$234 million8154Not listed(719) 394-3900adviserinfo.sec.gov
7twoDenver$230.4 million17173(720) 477-72747two.coadviserinfo.sec.gov
Gilpin Wealth Management LLCGolden$227.2 million5384Not listed(720) 893-2800gilpinwealth.comadviserinfo.sec.gov
Red Mountain Financial PartnersDurango$225.6 million6393Not listed(970) 259-1313redmountainfinancialpartners.comadviserinfo.sec.gov
Arrowmark Asset Management, LLCDenver$224.4 million15Not listed(303) 398-2929arrowmarkpartners.comadviserinfo.sec.gov
McAlvany Wealth Management, LLCDurango$224.2 million6645Not listed(866) 211-8970mcalvany.comadviserinfo.sec.gov
Thornburg Bow River Advisers, LLC.Denver$224.2 million4291(303) 861-8466adviserinfo.sec.gov
JHP Wealth Management, LLCCentennial$223.8 million3961Not listed(720) 580-0597adviserinfo.sec.gov
Essential Investment Partners, LLCEnglewood$223 million2763Not listed(303) 333-8498adviserinfo.sec.gov
Three Peaks Capital Management, LLCCastle Rock$222.9 million725Not listed(303) 221-9480threepeaks.comadviserinfo.sec.gov
Highpass Asset Management LLCDenver$218.2 million2362Not listed(303) 357-4602highpassasset.comadviserinfo.sec.gov
Callahan Capital ManagementSteamboat Springs$217.5 million1,2485Not listed(970) 870-8750callahancapital.comadviserinfo.sec.gov
FFG Retirement CounselingCentennial$216.5 million7305Not listed(303) 327-8100ffgretirement.comadviserinfo.sec.gov
Consilium, LLCBoulder$215 million541Not listed(303) 956-7074consilium-llc.netadviserinfo.sec.gov
Cedarwood WealthHighlands Ranch$213.4 million3783Not listed(303) 351-6245cedarwoodwealth.comadviserinfo.sec.gov
Altius Financial, Inc.Denver$212.2 million5573Not listed(303) 584-9271adviserinfo.sec.gov
Fidelis Wealth AdvisorsCastle Rock$210.4 million6195Not listed(303) 800-4683adviserinfo.sec.gov
Capital Asset Management, LLCDenver$208.8 million3405Not listed(303) 832-7770capasset.netadviserinfo.sec.gov
Bauer Wealth Management Inc.Colorado Springs$205.9 million6093Not listed(719) 575-9000bauerheitzmann.comadviserinfo.sec.gov
Mercer Advisors Private Asset Management, Inc.Denver$205.6 million717(888) 885-8101adviserinfo.sec.gov
The William Allan CorporationFort Collins$204.4 million62912Not listed(800) 677-5309adviserinfo.sec.gov
Wazee Street Capital Management LLCGreenwood Village$203.4 million444(303) 645-9300adviserinfo.sec.gov
Bam Wealth Management LLCLakewood$202 million83915Not listed(303) 531-5055bamadvisorygroup.comadviserinfo.sec.gov
Hoffmann HermansonDenver$198.1 million5152Not listed(303) 946-1810hoffmannhermanson.comadviserinfo.sec.gov
Welch Financial Planning, LLCBoulder$198.1 million5146Not listed(303) 939-8766adviserinfo.sec.gov
Hinchley Advisory Group, LLCCentennial$193.1 million9175Not listed(303) 284-8081hinchleyandco.comadviserinfo.sec.gov
Sanctuary AdvisorsDenver$191.5 million472Not listed(303) 220-5374adviserinfo.sec.gov
Wisdom Wealth StrategiesGreenwood Village$190.5 million6802Not listed(720) 314-8009adviserinfo.sec.gov
Vanguard CapitalDenver$190.4 million4145Not listed(844) 861-7504vcapwa.comadviserinfo.sec.gov
Rockwood Equity Partners LLCDenver$189.8 million6136(216) 342-1790adviserinfo.sec.gov
Steele Street Private Wealth ManagementDenver$187.5 million3352Not listed(720) 730-2550steelestpwm.comadviserinfo.sec.gov
Bullseye Asset Management LLCDenver$183.9 million421(720) 545-9988adviserinfo.sec.gov
Elevate Capital AdvisorsEagle$183.3 million5666Not listed(970) 328-7526adviserinfo.sec.gov
Cornerstone Investment Advisors, LLCBoulder$180.8 million2602Not listed(303) 545-5400cstoneinvest.comadviserinfo.sec.gov
Silverpeak Wealth AdvisorsBoulder$177.4 million4263Not listed(720) 465-5055silverpeakwealth.comadviserinfo.sec.gov
Downing Street Wealth Management LLCGreenwood Village$175.6 million5942Not listed(720) 360-0886downing-st.comadviserinfo.sec.gov
Snow Peak Capital, LLCBroomfield$174.3 million474(720) 909-3406snowpeakcapital.comadviserinfo.sec.gov
Lion Equity Investment Advisors, LLCDenver$173.5 million3123(303) 847-4100adviserinfo.sec.gov
Wealthbuilders InvestmentsGreenwood Village$172.6 million84382(972) 719-2557thekingdomfinanceshow.buzzsprout.coadviserinfo.sec.gov
Intentional Wealth StrategiesColorado Springs$171.3 million5814Not listed(719) 694-8002intentionalwealth.comadviserinfo.sec.gov
Cohesion Wealth Management, LLCBroomfield$171 million1995Not listed(303) 442-3670cohesionwm.comadviserinfo.sec.gov
West End Wealth Management, LLCDenver$170.4 million1512Not listed(720) 593-9396westendwealthmgmt.comadviserinfo.sec.gov
Larimer Capital CorporationDenver$169.9 million3304Not listed(303) 573-5511adviserinfo.sec.gov
Planwiser FinancialColorado Springs$169.1 million8876Not listed(719) 822-0808adviserinfo.sec.gov
Rigden Capital StrategiesEnglewood$168.9 million9516Not listed(303) 351-1618biggerpockets.comadviserinfo.sec.gov
Peak Capital Management, LLCGreenwood Village$165.2 million2895Not listed(720) 361-4016adviserinfo.sec.gov
Financially Speaking IncGreenwood Village$164.8 million5955Not listed(303) 290-0702financiallyspeakinginc.comadviserinfo.sec.gov
Collier Financial, IncDenver$160.5 million4322Not listed(303) 741-5040gotocollier.comadviserinfo.sec.gov
Season Investments, LLCColorado Springs$159.7 million2863Not listed(719) 528-8400seasoninvestments.comadviserinfo.sec.gov
Zidel Financial Inc.Breckenridge$159.6 million3311Not listed(970) 409-4466zidelfinancial.comadviserinfo.sec.gov
Ventana Private Wealth LLCDenver$158.6 million2053Not listed(720) 764-7200adviserinfo.sec.gov
Perspective Wealth AdvisorsLoveland$158 million7007Not listed(970) 732-7975adviserinfo.sec.gov
Lotusgroup CapitalDenver$156.7 million584(720) 593-9861adviserinfo.sec.gov
Infinium Investment Advisors, LLCDenver$155.3 million4012Not listed(720) 253-1818infiniumadvisors.comadviserinfo.sec.gov
Butler Financial ServicesDenver$154.7 million3094Not listed(303) 444-3380butler-financial.orgadviserinfo.sec.gov
QuishBoulder$154.2 million1311(303) 523-6122quishco.comadviserinfo.sec.gov
Tier One Wealth ManagementLone Tree$154 million4614Not listed(303) 858-0000tieronewm.comadviserinfo.sec.gov
Protocol Wealth, LLCDenver$153.2 million503Not listed(720) 383-4550protocolwealthllc.comadviserinfo.sec.gov
FpfocoFort Collins$151.7 million4714Not listed(970) 225-0504adviserinfo.sec.gov
Outbound FinancialBoulder$151.2 million4231Not listed(720) 642-9701outboundfinancial.comadviserinfo.sec.gov
Asset Management Group Investment Corp.Greenwood Village$151.2 million18218(303) 694-2190adviserinfo.sec.gov
Paller Financial Services, Inc.Centennial$147.9 million4536Not listed(303) 858-0045adviserinfo.sec.gov
Fit Wealth ManagementCentennial$147.4 million6353Not listed(303) 618-3587fitassetmanagement.comadviserinfo.sec.gov
Horizon WealthDenver$147.2 million4857Not listed(303) 777-7124myhorizonwealth.comadviserinfo.sec.gov
Paramount Associates Wealth ManagementGreenwood Village$146.5 million5183Not listed(720) 921-1000paramountassoc.comadviserinfo.sec.gov
Summit Hill Wealth Management, LLCGreenwood Village$145.7 million2044Not listed(720) 773-9297adviserinfo.sec.gov
Trailwise Financial Partners, LLCGolden$144.8 million6664Not listed(720) 463-2850adviserinfo.sec.gov
Pulliam Family Office, LLCCrested Butte$141.7 million2153Not listed(972) 947-9400pulliamfamilyoffice.comadviserinfo.sec.gov
Credentialed Wealth Advisors, LLCJohnstown$139.8 million8964Not listed(970) 400-0117adviserinfo.sec.gov
Snowball Wealth ManagementBoulder$139.3 million1644Not listed(303) 666-6292adviserinfo.sec.gov
Integra Financial, Inc.Greenwood Village$139 million2605Not listed(303) 220-5525adviserinfo.sec.gov
Centerpiece Wealth AdvisorGreenwood Village$138.6 million3122Not listed(720) 296-5495adviserinfo.sec.gov
Panorama Wealth AdvisorsGreenwood Village$133.7 million5413Not listed(720) 356-0779pwa.llcadviserinfo.sec.gov
Loyd Financial Management Inc.Centennial$133.5 million4932Not listed(303) 779-0987loydfinancial.comadviserinfo.sec.gov
Summitpoint Capital ManagementLittleton$132.5 million3463Not listed(720) 743-9440summitpoint-cap.comadviserinfo.sec.gov
White Hawk Wealth ManagementBroomfield$131.2 million4822Not listed(303) 800-0620whitehawkwealth.comadviserinfo.sec.gov
Agemy Wealth Advisors, LLCDenver$130.5 million8176Not listed(203) 738-0027adviserinfo.sec.gov
Lord and RichardsHighlands Ranch$128.8 million1,36318Not listed(720) 214-6801adviserinfo.sec.gov
Bright AdvisorsGreenwood Village$128.2 million1782Not listed(253) 970-4935brightadvisors.comadviserinfo.sec.gov
Growstrong Wealth StrategiesFort Collins$127 million5433Not listed(866) 535-2774adviserinfo.sec.gov
Oak Street InvestmentsGreenwood Village$125.5 million18016(720) 515-6822adviserinfo.sec.gov
Cultivate Wealth PartnersBroomfield$125.3 million1491Not listed(720) 961-2805cultivatewealthpartners.comadviserinfo.sec.gov
Apo Financial Services, LLCWestminster$124.3 million9297Not listed(720) 588-2000apofinancial.comadviserinfo.sec.gov
Peterson Financial Services LLCDenver$124 million1622Not listed(303) 831-4800petersonfs.comadviserinfo.sec.gov
Peace of Mind Financial Planning, IncColorado Springs$123.6 million4045Not listed(719) 836-8181lindaleitz.comadviserinfo.sec.gov
Senior Tax Advisory Group, Inc.Colorado Springs$122.8 million1,2866Not listed(719) 596-4844adviserinfo.sec.gov
AscentrisDenver$121.8 million2302(303) 317-6464ascentris.comadviserinfo.sec.gov
Alder Point Capital Management LLCLafayette$121.3 million363(720) 686-3508adviserinfo.sec.gov
Seneca Capital Management, LLCDenver$120 million211(303) 888-2826adviserinfo.sec.gov
Walnut Level Capital LLCDenver$119.2 million431(303) 381-0156walnutlevel.comadviserinfo.sec.gov
Ridgegate Advisors, LLCEnglewood$119 million53611Not listed(303) 791-2253ridgegatefinancial.comadviserinfo.sec.gov
Noble Wealth PartnersDenver$118.5 million4233Not listed(720) 588-4103adviserinfo.sec.gov
Wealth Engineers, LLCDenver$117.6 million2082Not listed(303) 500-3245adviserinfo.sec.gov
Columbia Benefits, LLCDenver$116.2 million1301Not listed(303) 759-1100cbadvisors.comadviserinfo.sec.gov
Alpine Wealth Advisors, LLCDenver$115.7 million2401Not listed(720) 318-6634alpinewealthadvisors.comadviserinfo.sec.gov
Branzan Investment Advisors, Inc.Littleton$114.8 million563(303) 292-9224adviserinfo.sec.gov
56 Capital Partners, LTDColorado Springs$113.3 million5463Not listed(719) 418-3773adviserinfo.sec.gov
Financial Mountain IncBoulder$111.3 million4492Not listed(303) 351-1517adviserinfo.sec.gov
Forward WealthLone Tree$111.1 million7912Not listed(720) 739-3930fwd-wealth.comadviserinfo.sec.gov
Peak Financial Management, Inc.Broomfield$109.4 million1564Not listed(303) 255-2252peakfinancialmanagement.comadviserinfo.sec.gov
AqiLone Tree$107.9 million6611Not listed(303) 529-2740aqinvest.comadviserinfo.sec.gov
RS Asset Management, LLCColorado Springs$107.2 million2512Not listed(719) 219-8444rsassetmanagement.comadviserinfo.sec.gov
Jackson Wealth Management, LLCCastle Rock$107 million3801Not listed(303) 808-5229adviserinfo.sec.gov
Meketa Capital, LLCDenver$106.6 million132Not listed(720) 697-1010meketacapital.comadviserinfo.sec.gov
RPC Wealth, LLCLoveland$106.3 million74414Not listed(970) 663-3211rpcenter.comadviserinfo.sec.gov
Innovative Financial, LLCLakewood$105.3 million853Not listed(303) 275-7170adviserinfo.sec.gov
Mathies Financial PartnersPueblo$104 million8034Not listed(719) 434-3939mathiesfp.comadviserinfo.sec.gov
325 Fillmore LLCDenver$103.8 million124(303) 398-2950adviserinfo.sec.gov
GSSG Solar, LLCDenver$103.4 million3313(415) 361-3427gssgsolar.comadviserinfo.sec.gov
Navigation Wealth ManagementFort Collins$103.2 million1,3028Not listed(970) 672-1236adviserinfo.sec.gov
Blue Heron CapitalEnglewood$102.2 million5428Not listed(720) 488-8604adviserinfo.sec.gov
Integrated Benefits, IncorporatedGrand Junction$101.3 million1552Not listed(970) 618-3000adviserinfo.sec.gov
CDP Financial Group, LLCLittleton$100.5 million2572Not listed(303) 794-0706cdpfinancial.comadviserinfo.sec.gov
Financial Action, Inc.Monument$100.3 million1,0476Not listed(719) 357-7189faiinv.comadviserinfo.sec.gov

Also on SpecStream

Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.