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.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Acorn Creek Capital LLC | Fort Collins | $488.7 million | 2,073 | 5 | Not listed | (970) 818-4820 | acorncreekcapital.com | adviserinfo.sec.gov |
| Emerald Hill Capital Partners Holdings LLC | Lakewood | $476 million | 2 | 3 | 2 | (303) 825-3550 | ehcp.com | adviserinfo.sec.gov |
| G&S Capital LLC | Denver | $475.6 million | 1,265 | 9 | Not listed | (303) 773-8000 | gandscapital.com | adviserinfo.sec.gov |
| Towle & Co | Denver | $473.7 million | 31 | 9 | 2 | (303) 731-2494 | smallcapvalue.com | adviserinfo.sec.gov |
| Global Wealth Strategies and Associates, LLC | Denver | $457 million | 2,946 | 10 | Not listed | (720) 420-4870 | gwsa.us | adviserinfo.sec.gov |
| Wakefield Asset Management, LLLP | Englewood | $454 million | 586 | 11 | Not listed | (303) 771-0630 | wakefieldasset.com | adviserinfo.sec.gov |
| Primark Advisors, LLC | Denver | $451.5 million | 1 | 12 | Not listed | (303) 529-2200 | adviserinfo.sec.gov | |
| Avant Management LLC | Denver | $449 million | 7 | 8 | 3 | (720) 746-5053 | adviserinfo.sec.gov | |
| Petra Financial Advisors Inc | Colorado Springs | $447.2 million | 1,171 | 15 | Not listed | (719) 636-9000 | adviserinfo.sec.gov | |
| Noble Wealth Management P.B.C. | Greenwood Village | $444.1 million | 804 | 5 | Not listed | (303) 325-3061 | adviserinfo.sec.gov | |
| Shearwater Capital | Denver | $427.3 million | 731 | 4 | Not listed | (314) 434-4750 | shearcap.com | adviserinfo.sec.gov |
| Boulder Asset Management | Englewood | $426.1 million | 178 | 4 | Not listed | (303) 779-8772 | adviserinfo.sec.gov | |
| Cascade Investment Group, Inc. | Colorado Springs | $419.9 million | 978 | 6 | Not listed | (719) 632-0818 | adviserinfo.sec.gov | |
| Jupiter Wealth Management, LLC | Glendale | $416.8 million | 308 | 4 | Not listed | (303) 999-3716 | jupiterwealth.com | adviserinfo.sec.gov |
| Maxq Asset Management LLC | Greenwood Village | $407.7 million | 1 | 1 | Not listed | (720) 452-2343 | maxqam.com | adviserinfo.sec.gov |
| Causey Wealth LLC | Greenwood Village | $393.2 million | 585 | 7 | Not listed | (303) 672-9876 | causeywealth.com | adviserinfo.sec.gov |
| Prudent Man Investment Management | Lousiville | $390.2 million | 762 | 4 | Not listed | (303) 436-1577 | prudentman.com | adviserinfo.sec.gov |
| Lasalle Debt Investors, LLC | Denver | $384.7 million | 3 | 14 | Not listed | (720) 614-8939 | lasalle.com | adviserinfo.sec.gov |
| Rallyday Partners, LLC | Denver | $384.1 million | 6 | 19 | 6 | (303) 494-1992 | rallydaypartners.com | adviserinfo.sec.gov |
| Destiny Capital Corporation | Denver | $382.2 million | 825 | 11 | Not listed | (720) 715-7570 | adviserinfo.sec.gov | |
| Resolute Capital Asset Partners LLC | Denver | $380.9 million | 5 | 8 | 5 | (303) 209-4114 | adviserinfo.sec.gov | |
| Keystone Financial Services | Loveland | $379.2 million | 1,025 | 4 | Not listed | (970) 744-5408 | adviserinfo.sec.gov | |
| Helm Investment Management, LLC | Denver | $370.8 million | 559 | 3 | Not listed | (303) 861-4835 | helminvest.com | adviserinfo.sec.gov |
| Cosner Financial Group, LLC | Windsor | $369.8 million | 991 | 5 | Not listed | (970) 482-3922 | cosnerfinancialgroup.com | adviserinfo.sec.gov |
| M.Z. Kark & Associates, Inc | Denver | $369.6 million | 1,308 | 4 | Not listed | (303) 623-1818 | mzkark.com | adviserinfo.sec.gov |
| Integrity Wealth Solutions LLC | Denver | $369 million | 730 | 2 | Not listed | (303) 716-5777 | adviserinfo.sec.gov | |
| Collegiate Peaks Asset Management, LLC | Denver | $365.1 million | 6 | 3 | 1 | (303) 801-3549 | cpamllc.com | adviserinfo.sec.gov |
| Trail Ridge Investment Advisors, LLC | Fort Collins | $352.9 million | 465 | 11 | Not listed | (970) 305-5150 | trailridgewm.com | adviserinfo.sec.gov |
| Cherry Creek Investment Advisors Inc | Englewood | $351.9 million | 799 | 3 | Not listed | (303) 320-5774 | cherrycreekinvestmentadvisors.com | adviserinfo.sec.gov |
| Forty North Wealth | Glendale | $350.6 million | 1,187 | 12 | Not listed | (303) 691-1808 | insightassetmgmt.com | adviserinfo.sec.gov |
| Jackson Creek Investment Advisors LLC | Castle Rock | $349 million | 57 | 6 | Not listed | (720) 826-4102 | jacksoncreekinvest.com | adviserinfo.sec.gov |
| Gainline Financial Partners, LLC | Louisville | $348.6 million | 1,001 | 6 | Not listed | (720) 548-4391 | adviserinfo.sec.gov | |
| Boulder Wealth Advisors, LLC | Boulder | $337.9 million | 528 | 4 | Not listed | (303) 444-1161 | boulderwealthadvisors.com | adviserinfo.sec.gov |
| Leh III Management LLC | Englewood | $335.9 million | 4 | 14 | 4 | (720) 909-6608 | lincolnenergypartners.net | adviserinfo.sec.gov |
| Cimarron Wealth Management, Inc. | Montrose | $327.3 million | 574 | 14 | Not listed | (970) 249-9882 | wealthwithapurpose.com | adviserinfo.sec.gov |
| Whipplewood Advisors, LLC | Littleton | $324.5 million | 375 | 6 | Not listed | (303) 551-8016 | adviserinfo.sec.gov | |
| Cresalta Investment Management, Inc. | Greenwood Village | $323.4 million | 128 | 5 | Not listed | (303) 498-9699 | cresalta.com | adviserinfo.sec.gov |
| M4a3 LLC | Boulder | $322 million | 356 | 6 | 5 | (303) 396-6204 | m4a3.com | adviserinfo.sec.gov |
| Theory Financial | Fort Collins | $319.2 million | 676 | 3 | Not listed | (970) 305-4649 | adviserinfo.sec.gov | |
| Aspen Wealth Strategies, LLC | Arvada | $312.2 million | 1,173 | 7 | Not listed | (303) 421-1113 | aspenwealthstrategies.com | adviserinfo.sec.gov |
| Synergy Financial Partners, LLC | Denver | $308.7 million | 1,152 | 5 | Not listed | (303) 399-9999 | sfpdenver.com | adviserinfo.sec.gov |
| Varra Financial | Louisville | $305.6 million | 1,208 | 7 | Not listed | (303) 665-2822 | varrafinancial.com | adviserinfo.sec.gov |
| Broadview Wealth Partners | Boulder | $304.7 million | 949 | 7 | Not listed | (303) 323-4293 | broadviewwp.com | adviserinfo.sec.gov |
| Mica Creek Capital LLC | Steamboat Springs | $300.5 million | 4 | 4 | 1 | (917) 399-0058 | adviserinfo.sec.gov | |
| Roubaix Capital, LLC | Denver | $298.9 million | 4 | 7 | 2 | (303) 209-4100 | roubaixcapital.com | adviserinfo.sec.gov |
| Marshall Investment Management, LLC | Greenwood Village | $298 million | 1,073 | 8 | Not listed | (303) 991-6415 | adviserinfo.sec.gov | |
| Alpha Capital Family Office, LLC | Greenwood Village | $295.9 million | 535 | 15 | Not listed | (303) 900-0185 | acfamilyoffice.com | adviserinfo.sec.gov |
| Kilterhowling LLC | Boulder | $292.9 million | 621 | 4 | Not listed | (720) 443-2076 | kilterhowling.com | adviserinfo.sec.gov |
| Exceptional Wealth & Family Office | Colorado Springs | $292.2 million | 527 | 8 | Not listed | (719) 715-4179 | adviserinfo.sec.gov | |
| Impactfolio LLC | Denver | $288.9 million | 574 | 3 | Not listed | (844) 218-3800 | impactfolio.co | adviserinfo.sec.gov |
| J.F. Williams Co., Inc. | Denver | $286.5 million | 499 | 4 | Not listed | (303) 753-4506 | jfwco.com | adviserinfo.sec.gov |
| Jim Saulnier & Associates, LLC | Fort Collins | $286.4 million | 627 | 7 | Not listed | (970) 530-0556 | jimhelps.com | adviserinfo.sec.gov |
| Lotusgroup Advisors | Denver | $286 million | 720 | 10 | Not listed | (720) 593-9861 | adviserinfo.sec.gov | |
| Bespoke Advisory | Evergreen | $284 million | 16 | 9 | Not listed | (877) 777-6845 | bespokeadvisory.io | adviserinfo.sec.gov |
| Vital Investment Management LLC | Loveland | $283.9 million | 964 | 8 | Not listed | (970) 776-3316 | vimadvisor.com | adviserinfo.sec.gov |
| Bear Creek Fund Advisors LLC | Denver | $282.5 million | 3 | 12 | 3 | (303) 459-7333 | bearcreekam.com | adviserinfo.sec.gov |
| Higgins & Schmidt Wealth Strategies LLC | Denver | $279.5 million | 861 | 5 | Not listed | (720) 287-0918 | adviserinfo.sec.gov | |
| Ryan Investments | Basalt | $272 million | 383 | 6 | Not listed | (970) 429-1100 | ryaninvest.com | adviserinfo.sec.gov |
| Parsonex Advisory Services, Inc. | Englewood | $271.3 million | 1,079 | 24 | 1 | (303) 662-8700 | parsonexadvisory.com | adviserinfo.sec.gov |
| Peak Financial Advisors | Denver | $268.8 million | 409 | 3 | Not listed | (303) 316-2799 | peakfinancial.com | adviserinfo.sec.gov |
| Evergreen Private Wealth | Greenwood Village | $264.7 million | 578 | 4 | Not listed | (720) 617-2885 | evergreenprivatewealth.com | adviserinfo.sec.gov |
| The Wealth Conservancy, Inc. | Boulder | $260 million | 220 | 6 | Not listed | (303) 444-1919 | adviserinfo.sec.gov | |
| Bruce G. Allen Investments, LLC | Denver | $258.1 million | 492 | 2 | Not listed | (303) 592-5535 | adviserinfo.sec.gov | |
| Green Alpha Investments | Niwot | $253.9 million | 269 | 4 | Not listed | (303) 993-7856 | adviserinfo.sec.gov | |
| Shenandoah Energy Management, LLC | Highlands Ranch | $253.9 million | 3 | 12 | 3 | (304) 907-1555 | shenandoahenergy.com | adviserinfo.sec.gov |
| Unless Management LP | Boulder | $252.7 million | 4 | 4 | 3 | (720) 663-1211 | unless.co | adviserinfo.sec.gov |
| Stone Creek Group, LLC | Englewood | $250.6 million | 274 | 5 | 4 | (303) 226-7370 | stonecreekgroup.com | adviserinfo.sec.gov |
| Toro West Capital Advisors | Louisville | $245.7 million | 352 | 4 | Not listed | (720) 319-8517 | torowestcapital.com | adviserinfo.sec.gov |
| Gatemore | Aspen | $239.5 million | 14 | 9 | 12 | (970) 746-4790 | gvpclimate.com | adviserinfo.sec.gov |
| Capital Financial Group, Inc. | Littleton | $237.4 million | 667 | 5 | Not listed | (303) 629-7500 | adviserinfo.sec.gov | |
| Elderado Financial, Inc | Montrose | $237.2 million | 1,071 | 5 | Not listed | (970) 249-9900 | adviserinfo.sec.gov | |
| Peak Investment Advisors, Inc. | Colorado Springs | $234.6 million | 195 | 2 | Not listed | (719) 260-6475 | peakinvestmentadvisors.com | adviserinfo.sec.gov |
| Bonfire Financial, LLC | Colorado Springs | $234 million | 815 | 4 | Not listed | (719) 394-3900 | adviserinfo.sec.gov | |
| 7two | Denver | $230.4 million | 171 | 7 | 3 | (720) 477-7274 | 7two.co | adviserinfo.sec.gov |
| Gilpin Wealth Management LLC | Golden | $227.2 million | 538 | 4 | Not listed | (720) 893-2800 | gilpinwealth.com | adviserinfo.sec.gov |
| Red Mountain Financial Partners | Durango | $225.6 million | 639 | 3 | Not listed | (970) 259-1313 | redmountainfinancialpartners.com | adviserinfo.sec.gov |
| Arrowmark Asset Management, LLC | Denver | $224.4 million | 1 | 5 | Not listed | (303) 398-2929 | arrowmarkpartners.com | adviserinfo.sec.gov |
| McAlvany Wealth Management, LLC | Durango | $224.2 million | 664 | 5 | Not listed | (866) 211-8970 | mcalvany.com | adviserinfo.sec.gov |
| Thornburg Bow River Advisers, LLC. | Denver | $224.2 million | 4 | 29 | 1 | (303) 861-8466 | adviserinfo.sec.gov | |
| JHP Wealth Management, LLC | Centennial | $223.8 million | 396 | 1 | Not listed | (720) 580-0597 | adviserinfo.sec.gov | |
| Essential Investment Partners, LLC | Englewood | $223 million | 276 | 3 | Not listed | (303) 333-8498 | adviserinfo.sec.gov | |
| Three Peaks Capital Management, LLC | Castle Rock | $222.9 million | 72 | 5 | Not listed | (303) 221-9480 | threepeaks.com | adviserinfo.sec.gov |
| Highpass Asset Management LLC | Denver | $218.2 million | 236 | 2 | Not listed | (303) 357-4602 | highpassasset.com | adviserinfo.sec.gov |
| Callahan Capital Management | Steamboat Springs | $217.5 million | 1,248 | 5 | Not listed | (970) 870-8750 | callahancapital.com | adviserinfo.sec.gov |
| FFG Retirement Counseling | Centennial | $216.5 million | 730 | 5 | Not listed | (303) 327-8100 | ffgretirement.com | adviserinfo.sec.gov |
| Consilium, LLC | Boulder | $215 million | 54 | 1 | Not listed | (303) 956-7074 | consilium-llc.net | adviserinfo.sec.gov |
| Cedarwood Wealth | Highlands Ranch | $213.4 million | 378 | 3 | Not listed | (303) 351-6245 | cedarwoodwealth.com | adviserinfo.sec.gov |
| Altius Financial, Inc. | Denver | $212.2 million | 557 | 3 | Not listed | (303) 584-9271 | adviserinfo.sec.gov | |
| Fidelis Wealth Advisors | Castle Rock | $210.4 million | 619 | 5 | Not listed | (303) 800-4683 | adviserinfo.sec.gov | |
| Capital Asset Management, LLC | Denver | $208.8 million | 340 | 5 | Not listed | (303) 832-7770 | capasset.net | adviserinfo.sec.gov |
| Bauer Wealth Management Inc. | Colorado Springs | $205.9 million | 609 | 3 | Not listed | (719) 575-9000 | bauerheitzmann.com | adviserinfo.sec.gov |
| Mercer Advisors Private Asset Management, Inc. | Denver | $205.6 million | 7 | 1 | 7 | (888) 885-8101 | adviserinfo.sec.gov | |
| The William Allan Corporation | Fort Collins | $204.4 million | 629 | 12 | Not listed | (800) 677-5309 | adviserinfo.sec.gov | |
| Wazee Street Capital Management LLC | Greenwood Village | $203.4 million | 4 | 4 | 4 | (303) 645-9300 | adviserinfo.sec.gov | |
| Bam Wealth Management LLC | Lakewood | $202 million | 839 | 15 | Not listed | (303) 531-5055 | bamadvisorygroup.com | adviserinfo.sec.gov |
| Hoffmann Hermanson | Denver | $198.1 million | 515 | 2 | Not listed | (303) 946-1810 | hoffmannhermanson.com | adviserinfo.sec.gov |
| Welch Financial Planning, LLC | Boulder | $198.1 million | 514 | 6 | Not listed | (303) 939-8766 | adviserinfo.sec.gov | |
| Hinchley Advisory Group, LLC | Centennial | $193.1 million | 917 | 5 | Not listed | (303) 284-8081 | hinchleyandco.com | adviserinfo.sec.gov |
| Sanctuary Advisors | Denver | $191.5 million | 47 | 2 | Not listed | (303) 220-5374 | adviserinfo.sec.gov | |
| Wisdom Wealth Strategies | Greenwood Village | $190.5 million | 680 | 2 | Not listed | (720) 314-8009 | adviserinfo.sec.gov | |
| Vanguard Capital | Denver | $190.4 million | 414 | 5 | Not listed | (844) 861-7504 | vcapwa.com | adviserinfo.sec.gov |
| Rockwood Equity Partners LLC | Denver | $189.8 million | 6 | 13 | 6 | (216) 342-1790 | adviserinfo.sec.gov | |
| Steele Street Private Wealth Management | Denver | $187.5 million | 335 | 2 | Not listed | (720) 730-2550 | steelestpwm.com | adviserinfo.sec.gov |
| Bullseye Asset Management LLC | Denver | $183.9 million | 4 | 2 | 1 | (720) 545-9988 | adviserinfo.sec.gov | |
| Elevate Capital Advisors | Eagle | $183.3 million | 566 | 6 | Not listed | (970) 328-7526 | adviserinfo.sec.gov | |
| Cornerstone Investment Advisors, LLC | Boulder | $180.8 million | 260 | 2 | Not listed | (303) 545-5400 | cstoneinvest.com | adviserinfo.sec.gov |
| Silverpeak Wealth Advisors | Boulder | $177.4 million | 426 | 3 | Not listed | (720) 465-5055 | silverpeakwealth.com | adviserinfo.sec.gov |
| Downing Street Wealth Management LLC | Greenwood Village | $175.6 million | 594 | 2 | Not listed | (720) 360-0886 | downing-st.com | adviserinfo.sec.gov |
| Snow Peak Capital, LLC | Broomfield | $174.3 million | 4 | 7 | 4 | (720) 909-3406 | snowpeakcapital.com | adviserinfo.sec.gov |
| Lion Equity Investment Advisors, LLC | Denver | $173.5 million | 3 | 12 | 3 | (303) 847-4100 | adviserinfo.sec.gov | |
| Wealthbuilders Investments | Greenwood Village | $172.6 million | 843 | 8 | 2 | (972) 719-2557 | thekingdomfinanceshow.buzzsprout.co | adviserinfo.sec.gov |
| Intentional Wealth Strategies | Colorado Springs | $171.3 million | 581 | 4 | Not listed | (719) 694-8002 | intentionalwealth.com | adviserinfo.sec.gov |
| Cohesion Wealth Management, LLC | Broomfield | $171 million | 199 | 5 | Not listed | (303) 442-3670 | cohesionwm.com | adviserinfo.sec.gov |
| West End Wealth Management, LLC | Denver | $170.4 million | 151 | 2 | Not listed | (720) 593-9396 | westendwealthmgmt.com | adviserinfo.sec.gov |
| Larimer Capital Corporation | Denver | $169.9 million | 330 | 4 | Not listed | (303) 573-5511 | adviserinfo.sec.gov | |
| Planwiser Financial | Colorado Springs | $169.1 million | 887 | 6 | Not listed | (719) 822-0808 | adviserinfo.sec.gov | |
| Rigden Capital Strategies | Englewood | $168.9 million | 951 | 6 | Not listed | (303) 351-1618 | biggerpockets.com | adviserinfo.sec.gov |
| Peak Capital Management, LLC | Greenwood Village | $165.2 million | 289 | 5 | Not listed | (720) 361-4016 | adviserinfo.sec.gov | |
| Financially Speaking Inc | Greenwood Village | $164.8 million | 595 | 5 | Not listed | (303) 290-0702 | financiallyspeakinginc.com | adviserinfo.sec.gov |
| Collier Financial, Inc | Denver | $160.5 million | 432 | 2 | Not listed | (303) 741-5040 | gotocollier.com | adviserinfo.sec.gov |
| Season Investments, LLC | Colorado Springs | $159.7 million | 286 | 3 | Not listed | (719) 528-8400 | seasoninvestments.com | adviserinfo.sec.gov |
| Zidel Financial Inc. | Breckenridge | $159.6 million | 331 | 1 | Not listed | (970) 409-4466 | zidelfinancial.com | adviserinfo.sec.gov |
| Ventana Private Wealth LLC | Denver | $158.6 million | 205 | 3 | Not listed | (720) 764-7200 | adviserinfo.sec.gov | |
| Perspective Wealth Advisors | Loveland | $158 million | 700 | 7 | Not listed | (970) 732-7975 | adviserinfo.sec.gov | |
| Lotusgroup Capital | Denver | $156.7 million | 5 | 8 | 4 | (720) 593-9861 | adviserinfo.sec.gov | |
| Infinium Investment Advisors, LLC | Denver | $155.3 million | 401 | 2 | Not listed | (720) 253-1818 | infiniumadvisors.com | adviserinfo.sec.gov |
| Butler Financial Services | Denver | $154.7 million | 309 | 4 | Not listed | (303) 444-3380 | butler-financial.org | adviserinfo.sec.gov |
| Quish | Boulder | $154.2 million | 13 | 1 | 1 | (303) 523-6122 | quishco.com | adviserinfo.sec.gov |
| Tier One Wealth Management | Lone Tree | $154 million | 461 | 4 | Not listed | (303) 858-0000 | tieronewm.com | adviserinfo.sec.gov |
| Protocol Wealth, LLC | Denver | $153.2 million | 50 | 3 | Not listed | (720) 383-4550 | protocolwealthllc.com | adviserinfo.sec.gov |
| Fpfoco | Fort Collins | $151.7 million | 471 | 4 | Not listed | (970) 225-0504 | adviserinfo.sec.gov | |
| Outbound Financial | Boulder | $151.2 million | 423 | 1 | Not listed | (720) 642-9701 | outboundfinancial.com | adviserinfo.sec.gov |
| Asset Management Group Investment Corp. | Greenwood Village | $151.2 million | 18 | 2 | 18 | (303) 694-2190 | adviserinfo.sec.gov | |
| Paller Financial Services, Inc. | Centennial | $147.9 million | 453 | 6 | Not listed | (303) 858-0045 | adviserinfo.sec.gov | |
| Fit Wealth Management | Centennial | $147.4 million | 635 | 3 | Not listed | (303) 618-3587 | fitassetmanagement.com | adviserinfo.sec.gov |
| Horizon Wealth | Denver | $147.2 million | 485 | 7 | Not listed | (303) 777-7124 | myhorizonwealth.com | adviserinfo.sec.gov |
| Paramount Associates Wealth Management | Greenwood Village | $146.5 million | 518 | 3 | Not listed | (720) 921-1000 | paramountassoc.com | adviserinfo.sec.gov |
| Summit Hill Wealth Management, LLC | Greenwood Village | $145.7 million | 204 | 4 | Not listed | (720) 773-9297 | adviserinfo.sec.gov | |
| Trailwise Financial Partners, LLC | Golden | $144.8 million | 666 | 4 | Not listed | (720) 463-2850 | adviserinfo.sec.gov | |
| Pulliam Family Office, LLC | Crested Butte | $141.7 million | 215 | 3 | Not listed | (972) 947-9400 | pulliamfamilyoffice.com | adviserinfo.sec.gov |
| Credentialed Wealth Advisors, LLC | Johnstown | $139.8 million | 896 | 4 | Not listed | (970) 400-0117 | adviserinfo.sec.gov | |
| Snowball Wealth Management | Boulder | $139.3 million | 164 | 4 | Not listed | (303) 666-6292 | adviserinfo.sec.gov | |
| Integra Financial, Inc. | Greenwood Village | $139 million | 260 | 5 | Not listed | (303) 220-5525 | adviserinfo.sec.gov | |
| Centerpiece Wealth Advisor | Greenwood Village | $138.6 million | 312 | 2 | Not listed | (720) 296-5495 | adviserinfo.sec.gov | |
| Panorama Wealth Advisors | Greenwood Village | $133.7 million | 541 | 3 | Not listed | (720) 356-0779 | pwa.llc | adviserinfo.sec.gov |
| Loyd Financial Management Inc. | Centennial | $133.5 million | 493 | 2 | Not listed | (303) 779-0987 | loydfinancial.com | adviserinfo.sec.gov |
| Summitpoint Capital Management | Littleton | $132.5 million | 346 | 3 | Not listed | (720) 743-9440 | summitpoint-cap.com | adviserinfo.sec.gov |
| White Hawk Wealth Management | Broomfield | $131.2 million | 482 | 2 | Not listed | (303) 800-0620 | whitehawkwealth.com | adviserinfo.sec.gov |
| Agemy Wealth Advisors, LLC | Denver | $130.5 million | 817 | 6 | Not listed | (203) 738-0027 | adviserinfo.sec.gov | |
| Lord and Richards | Highlands Ranch | $128.8 million | 1,363 | 18 | Not listed | (720) 214-6801 | adviserinfo.sec.gov | |
| Bright Advisors | Greenwood Village | $128.2 million | 178 | 2 | Not listed | (253) 970-4935 | brightadvisors.com | adviserinfo.sec.gov |
| Growstrong Wealth Strategies | Fort Collins | $127 million | 543 | 3 | Not listed | (866) 535-2774 | adviserinfo.sec.gov | |
| Oak Street Investments | Greenwood Village | $125.5 million | 180 | 1 | 6 | (720) 515-6822 | adviserinfo.sec.gov | |
| Cultivate Wealth Partners | Broomfield | $125.3 million | 149 | 1 | Not listed | (720) 961-2805 | cultivatewealthpartners.com | adviserinfo.sec.gov |
| Apo Financial Services, LLC | Westminster | $124.3 million | 929 | 7 | Not listed | (720) 588-2000 | apofinancial.com | adviserinfo.sec.gov |
| Peterson Financial Services LLC | Denver | $124 million | 162 | 2 | Not listed | (303) 831-4800 | petersonfs.com | adviserinfo.sec.gov |
| Peace of Mind Financial Planning, Inc | Colorado Springs | $123.6 million | 404 | 5 | Not listed | (719) 836-8181 | lindaleitz.com | adviserinfo.sec.gov |
| Senior Tax Advisory Group, Inc. | Colorado Springs | $122.8 million | 1,286 | 6 | Not listed | (719) 596-4844 | adviserinfo.sec.gov | |
| Ascentris | Denver | $121.8 million | 2 | 30 | 2 | (303) 317-6464 | ascentris.com | adviserinfo.sec.gov |
| Alder Point Capital Management LLC | Lafayette | $121.3 million | 3 | 6 | 3 | (720) 686-3508 | adviserinfo.sec.gov | |
| Seneca Capital Management, LLC | Denver | $120 million | 2 | 1 | 1 | (303) 888-2826 | adviserinfo.sec.gov | |
| Walnut Level Capital LLC | Denver | $119.2 million | 4 | 3 | 1 | (303) 381-0156 | walnutlevel.com | adviserinfo.sec.gov |
| Ridgegate Advisors, LLC | Englewood | $119 million | 536 | 11 | Not listed | (303) 791-2253 | ridgegatefinancial.com | adviserinfo.sec.gov |
| Noble Wealth Partners | Denver | $118.5 million | 423 | 3 | Not listed | (720) 588-4103 | adviserinfo.sec.gov | |
| Wealth Engineers, LLC | Denver | $117.6 million | 208 | 2 | Not listed | (303) 500-3245 | adviserinfo.sec.gov | |
| Columbia Benefits, LLC | Denver | $116.2 million | 130 | 1 | Not listed | (303) 759-1100 | cbadvisors.com | adviserinfo.sec.gov |
| Alpine Wealth Advisors, LLC | Denver | $115.7 million | 240 | 1 | Not listed | (720) 318-6634 | alpinewealthadvisors.com | adviserinfo.sec.gov |
| Branzan Investment Advisors, Inc. | Littleton | $114.8 million | 5 | 6 | 3 | (303) 292-9224 | adviserinfo.sec.gov | |
| 56 Capital Partners, LTD | Colorado Springs | $113.3 million | 546 | 3 | Not listed | (719) 418-3773 | adviserinfo.sec.gov | |
| Financial Mountain Inc | Boulder | $111.3 million | 449 | 2 | Not listed | (303) 351-1517 | adviserinfo.sec.gov | |
| Forward Wealth | Lone Tree | $111.1 million | 79 | 12 | Not listed | (720) 739-3930 | fwd-wealth.com | adviserinfo.sec.gov |
| Peak Financial Management, Inc. | Broomfield | $109.4 million | 156 | 4 | Not listed | (303) 255-2252 | peakfinancialmanagement.com | adviserinfo.sec.gov |
| Aqi | Lone Tree | $107.9 million | 66 | 11 | Not listed | (303) 529-2740 | aqinvest.com | adviserinfo.sec.gov |
| RS Asset Management, LLC | Colorado Springs | $107.2 million | 251 | 2 | Not listed | (719) 219-8444 | rsassetmanagement.com | adviserinfo.sec.gov |
| Jackson Wealth Management, LLC | Castle Rock | $107 million | 380 | 1 | Not listed | (303) 808-5229 | adviserinfo.sec.gov | |
| Meketa Capital, LLC | Denver | $106.6 million | 1 | 32 | Not listed | (720) 697-1010 | meketacapital.com | adviserinfo.sec.gov |
| RPC Wealth, LLC | Loveland | $106.3 million | 744 | 14 | Not listed | (970) 663-3211 | rpcenter.com | adviserinfo.sec.gov |
| Innovative Financial, LLC | Lakewood | $105.3 million | 85 | 3 | Not listed | (303) 275-7170 | adviserinfo.sec.gov | |
| Mathies Financial Partners | Pueblo | $104 million | 803 | 4 | Not listed | (719) 434-3939 | mathiesfp.com | adviserinfo.sec.gov |
| 325 Fillmore LLC | Denver | $103.8 million | 1 | 2 | 4 | (303) 398-2950 | adviserinfo.sec.gov | |
| GSSG Solar, LLC | Denver | $103.4 million | 3 | 31 | 3 | (415) 361-3427 | gssgsolar.com | adviserinfo.sec.gov |
| Navigation Wealth Management | Fort Collins | $103.2 million | 1,302 | 8 | Not listed | (970) 672-1236 | adviserinfo.sec.gov | |
| Blue Heron Capital | Englewood | $102.2 million | 542 | 8 | Not listed | (720) 488-8604 | adviserinfo.sec.gov | |
| Integrated Benefits, Incorporated | Grand Junction | $101.3 million | 155 | 2 | Not listed | (970) 618-3000 | adviserinfo.sec.gov | |
| CDP Financial Group, LLC | Littleton | $100.5 million | 257 | 2 | Not listed | (303) 794-0706 | cdpfinancial.com | adviserinfo.sec.gov |
| Financial Action, Inc. | Monument | $100.3 million | 1,047 | 6 | Not listed | (719) 357-7189 | faiinv.com | adviserinfo.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.