Data / Investment advisers / Colorado / Page 2
Investment advisers in Colorado: 611 firms, page 2
The full lists. Investment advisers in Colorado: 611 rows, $30.55, or the new rows each week for $19 a month. Investment advisers (SEC registered and exempt reporting): 24,111 rows, $321.11, or the new rows each week for $19 a month. $10 of credit on sign-up, no card. Pay by card with no account. Prices exclude VAT. CSV and Excel files with the columns this page does not show (legal name, CRD number, SEC number, registration, SEC status, SEC status effective and 17 more), which open on your screen as soon as the payment clears and come by email. For agents and scripts: every list with its row count and price is at https://specstream.ai/data/lists.json.
Updated November 10, 2026. Source: the SEC's Form ADV data files for investment advisers.
Largest advisers by AUM, 301 to 600 of 611, in the same order as page 1.
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.
Largest advisers by AUM, page 2
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| 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 |
| Synergy Capital | Fort Collins | $98.8 million | 213 | 2 | Not listed | (970) 837-3088 | synergy-colorado.com | adviserinfo.sec.gov |
| Blue Sky Asset Management, LLC | Englewood | $98.6 million | 3 | 1 | Not listed | (303) 552-0945 | bsam.com | adviserinfo.sec.gov |
| Swan Wealth Advisors, LLC | Durango | $98 million | 47 | 2 | Not listed | (970) 382-8901 | swanglobalinvestments.com | adviserinfo.sec.gov |
| Israel Investment Advisors, LLC | Denver | $96.3 million | 8 | 4 | 1 | (303) 861-3798 | israelinvestmentadvisors.com | adviserinfo.sec.gov |
| Leh II Management LLC | Englewood | $93.1 million | 1 | 12 | 1 | (720) 909-6608 | lincolnenergypartners.net | adviserinfo.sec.gov |
| Integrity Prosperity Security (Ips) Strategic Capital | Denver | $90.9 million | 194 | 3 | Not listed | (303) 697-3174 | investpsfunds.com | adviserinfo.sec.gov |
| Kelly Intelligence | Denver | $81.7 million | 8 | 4 | Not listed | (303) 499-1959 | adviserinfo.sec.gov | |
| Investment Research Corp | Denver | $76.3 million | 166 | 21 | Not listed | (303) 626-0634 | invresearch.com | adviserinfo.sec.gov |
| World Capital Advisors, LLC | Denver | $72 million | 65 | 1 | Not listed | (804) 267-7418 | adviserinfo.sec.gov | |
| Best Life Infinity, LLC | Colorado Springs | $48.2 million | 163 | 8 | Not listed | (719) 966-1985 | adviserinfo.sec.gov | |
| Ripl Wealth | Fort Collins | $31.8 million | 110 | 3 | Not listed | (619) 933-1211 | riplwealth.com | adviserinfo.sec.gov |
| Tifin Give | Boulder | $30.9 million | 1 | 20 | Not listed | (646) 389-0402 | tifingive.com | adviserinfo.sec.gov |
| BZ Wealth Advisors, LLC | Littleton | $26 million | 108 | 7 | Not listed | (208) 508-4070 | bz-wealth.com | adviserinfo.sec.gov |
| GBG Wealth Management LLC | Lone Tree | $23.8 million | 89 | 4 | Not listed | (303) 708-1640 | wealthgbg.com | adviserinfo.sec.gov |
| Sweater Industries LLC | Boulder | $16.1 million | 2 | 7 | 1 | (888) 577-7987 | adviserinfo.sec.gov | |
| Class VI Ventures, LLC | Denver | $14.9 million | 1 | 3 | 1 | (303) 243-5601 | adviserinfo.sec.gov | |
| Magnifi | Boulder | $2.1 million | 7,648 | 35 | Not listed | (888) 807-4066 | play.google.com | adviserinfo.sec.gov |
| Champion Capital LLC | Greenwood | $100,000 | 1 | 3 | Not listed | (701) 429-7796 | championcapital.co | adviserinfo.sec.gov |
| Savvly Advisor | Boulder | $75,208 | 2 | 2 | 2 | (888) 372-8859 | adviserinfo.sec.gov | |
| Denver Angels | Denver | Not listed | Not listed | Not listed | 57 | (217) 622-5177 | denverangels.co | adviserinfo.sec.gov |
| Caffeinated Capital Management, LLC | Aspen | Not listed | Not listed | Not listed | 52 | (303) 570-9714 | caffeinated.com | adviserinfo.sec.gov |
| Rockies Venture Adviser, LLC | Denver | Not listed | Not listed | Not listed | 47 | (720) 353-9350 | rockiesventurefund.com | adviserinfo.sec.gov |
| Helios Climate Ventures, LLC | Denver | Not listed | Not listed | Not listed | 38 | (978) 270-4195 | helioscv.com | adviserinfo.sec.gov |
| Service Provider Capital | Vail | Not listed | Not listed | Not listed | 25 | (415) 465-4295 | serviceprovidercapital.com | adviserinfo.sec.gov |
| Avodah Capital Group, LLC | Greenwood Village | Not listed | Not listed | Not listed | 19 | (720) 531-4204 | adviserinfo.sec.gov | |
| Key Investment Partners LLC | Denver | Not listed | Not listed | Not listed | 14 | (513) 518-9583 | keyinvestmentpartners.com | adviserinfo.sec.gov |
| Unifi Ventures, LLC | Boulder | Not listed | Not listed | Not listed | 12 | (720) 505-5750 | adviserinfo.sec.gov | |
| 3lines, LLC | Greenwood Village | Not listed | Not listed | Not listed | 11 | (720) 280-2571 | 3lines.vc | adviserinfo.sec.gov |
| Blackhorn Ventures Management, LLC | Denver | Not listed | Not listed | Not listed | 11 | (720) 598-2951 | blackhornvc.com | adviserinfo.sec.gov |
| Fulcrum Energy Capital Funds | Denver | Not listed | Not listed | Not listed | 11 | (720) 328-5070 | fulcrumef.com | adviserinfo.sec.gov |
| Armada Venture Partners LLC | Denver | Not listed | Not listed | Not listed | 9 | (303) 917-9827 | adviserinfo.sec.gov | |
| Volo Earth Ventures Management, LLC | Snowmass Village | Not listed | Not listed | Not listed | 9 | (858) 518-1772 | voloearth.com | adviserinfo.sec.gov |
| Boulder Ventures | Boulder | Not listed | Not listed | Not listed | 8 | (303) 444-6950 | adviserinfo.sec.gov | |
| Loft Growth Partners | Boulder | Not listed | Not listed | Not listed | 8 | (312) 357-1800 | loftgrowthpartners.com | adviserinfo.sec.gov |
| Konvoy | Denver | Not listed | Not listed | Not listed | 7 | (610) 570-0587 | konvoy.vc | adviserinfo.sec.gov |
| Meritage Holdings II, LLC | Glendale | Not listed | Not listed | Not listed | 7 | (415) 509-2987 | meritage.vc | adviserinfo.sec.gov |
| Altira Group LLC | Denver | Not listed | Not listed | Not listed | 6 | (303) 592-5500 | altiragroup.com | adviserinfo.sec.gov |
| Kingfisher Investment Advisors, LLC | Niwot | Not listed | Not listed | Not listed | 6 | (415) 260-1566 | kingfisherinvestment.com | adviserinfo.sec.gov |
| Firstmile Ventures, LLC | Colorado Springs | Not listed | Not listed | Not listed | 5 | (719) 238-0853 | firstmilevc.com | adviserinfo.sec.gov |
| Newvale Capital LLC | Boulder | Not listed | Not listed | Not listed | 5 | (720) 441-6008 | adviserinfo.sec.gov | |
| Access Venture Partners | Westminster | Not listed | Not listed | Not listed | 4 | (303) 426-8899 | adviserinfo.sec.gov | |
| Liftout Capital | Greenwood Village | Not listed | Not listed | Not listed | 4 | (303) 669-2383 | adviserinfo.sec.gov | |
| Moxxie Management, LLC | Boulder | Not listed | Not listed | Not listed | 4 | (650) 485-1017 | moxxie.vc | adviserinfo.sec.gov |
| Stormbreaker Venture Group, Inc. | Arvada | Not listed | Not listed | Not listed | 4 | (303) 352-2040 | stormbreaker.co | adviserinfo.sec.gov |
| Blackhorn Ventures Management II, LLC | Denver | Not listed | Not listed | Not listed | 3 | (720) 598-2951 | adviserinfo.sec.gov | |
| Boulder Food Group, LLC | Boulder | Not listed | Not listed | Not listed | 3 | (434) 906-6734 | bfgpartners.com | adviserinfo.sec.gov |
| Corundum Partners | Colorado Springs | Not listed | Not listed | Not listed | 3 | (719) 228-1080 | adviserinfo.sec.gov | |
| Far View Capital Management, LLC | Aspen | Not listed | Not listed | Not listed | 3 | (646) 838-4401 | farviewcapitalmgmt.com | adviserinfo.sec.gov |
| Greenline Community Ventures, LLC | Denver | Not listed | Not listed | Not listed | 3 | (303) 586-8000 | greenlineventures.com | adviserinfo.sec.gov |
| Jeremy Abelson Advisory LLC | Denver | Not listed | Not listed | Not listed | 3 | (212) 671-1100 | jeremyabelson.com | adviserinfo.sec.gov |
| Titlecard Capital Group, LLC | Lone Tree | Not listed | Not listed | Not listed | 3 | (314) 605-6571 | adviserinfo.sec.gov | |
| Varana Capital, LLC | Denver | Not listed | Not listed | Not listed | 3 | (212) 993-1564 | adviserinfo.sec.gov | |
| Align Financial Services | Thornton | Not listed | Not listed | Not listed | 2 | (772) 985-9960 | aligntech.io | adviserinfo.sec.gov |
| Bigr Ventures GP LLC | Boulder | Not listed | Not listed | Not listed | 2 | (303) 495-0991 | adviserinfo.sec.gov | |
| Colorado Impact GP LLC | Denver | Not listed | Not listed | Not listed | 2 | (303) 226-1717 | coloradoimpactfund.com | adviserinfo.sec.gov |
| Cu Healthcare Innovation Management, LLC | Aurora | Not listed | Not listed | Not listed | 2 | (303) 724-1329 | cuvcfund.com | adviserinfo.sec.gov |
| Edited Capital Management, LLC | Denver | Not listed | Not listed | Not listed | 2 | (720) 326-6938 | adviserinfo.sec.gov | |
| Entrepreneur Equity Partners, LLC | Denver | Not listed | Not listed | Not listed | 2 | (303) 493-1671 | adviserinfo.sec.gov | |
| Ftaexchange LTD | Denver | Not listed | Not listed | Not listed | 2 | (719) 694-3525 | adviserinfo.sec.gov | |
| Grey Mountain Partners | Boulder | Not listed | Not listed | Not listed | 2 | (303) 449-5692 | greymountain.com | adviserinfo.sec.gov |
| Innosphere Advisors, Inc. | Fort Collins | Not listed | Not listed | Not listed | 2 | (970) 817-4791 | innospherefund.com | adviserinfo.sec.gov |
| Moxxie Ventures Management, LLC | Boulder | Not listed | Not listed | Not listed | 2 | (650) 485-1017 | moxxie.vc | adviserinfo.sec.gov |
| Nexus Energy Partners | Denver | Not listed | Not listed | Not listed | 2 | (303) 320-1870 | adviserinfo.sec.gov | |
| One Funds, LLC | Colorado Springs | Not listed | Not listed | Not listed | 2 | (719) 445-5050 | adviserinfo.sec.gov | |
| One Thousand & One Voices Management, LLC | Parker | Not listed | Not listed | Not listed | 2 | (720) 236-8826 | 1k1v.com | adviserinfo.sec.gov |
| Smoak Capital Management, LLC | Parker | Not listed | Not listed | Not listed | 2 | (864) 360-0384 | smoakcapital.com | adviserinfo.sec.gov |
| Trailhead Capital | Denver | Not listed | Not listed | Not listed | 2 | (303) 543-0726 | trailheadcap.com | adviserinfo.sec.gov |
| Unionrock Partners, LLC | Denver | Not listed | Not listed | Not listed | 2 | (720) 458-6944 | unionrock.com | adviserinfo.sec.gov |
| Vault Fund LP | Boulder | Not listed | Not listed | Not listed | 2 | (415) 613-6532 | vaultfund.com | adviserinfo.sec.gov |
| 1060 Capital, LLC | Denver | Not listed | Not listed | Not listed | 1 | (312) 361-3359 | 1060capitalmanagement.com | adviserinfo.sec.gov |
| AI Earn LTD | Denver | Not listed | Not listed | Not listed | 1 | 0019093484763 | adviserinfo.sec.gov | |
| Able Research Technology LTD | Denver | Not listed | Not listed | Not listed | 1 | (719) 713-2214 | adviserinfo.sec.gov | |
| Abrdn Canada Limited | Denver | Not listed | Not listed | Not listed | 1 | (870) 222-0387 | adviserinfo.sec.gov | |
| Absolutaris Base Limited | Denver | Not listed | Not listed | Not listed | 1 | (870) 222-0387 | adviserinfo.sec.gov | |
| Adlerberg Capital LLC | Golden | Not listed | Not listed | Not listed | 1 | (303) 986-1228 | adviserinfo.sec.gov | |
| Agentquant Inc | Denver | Not listed | Not listed | Not listed | 1 | (585) 286-5181 | adviserinfo.sec.gov | |
| Aitrade LTD | Denver | Not listed | Not listed | Not listed | 1 | (647) 365-2538 | adviserinfo.sec.gov | |
| Aksia Partners LLC | Denver | Not listed | Not listed | Not listed | 1 | (231) 487-6673 | adviserinfo.sec.gov | |
| Algebris Investments US Inc. | Denver | Not listed | Not listed | Not listed | 1 | (303) 299-3103 | adviserinfo.sec.gov | |
| Alpha Payment LTD | Springs | Not listed | Not listed | Not listed | 1 | (646) 348-7253 | adviserinfo.sec.gov | |
| Alumenis Capital Management GMBH LTD | Denver | Not listed | Not listed | Not listed | 1 | (720) 973-8288 | adviserinfo.sec.gov | |
| Ancora Holdings, Inc | Lakewood | Not listed | Not listed | Not listed | 1 | (510) 584-9734 | adviserinfo.sec.gov | |
| Apex Financial LTD | Thornton | Not listed | Not listed | Not listed | 1 | (909) 348-4763 | adviserinfo.sec.gov | |
| Apexes Management LTD | Denver | Not listed | Not listed | Not listed | 1 | (646) 347-6221 | adviserinfo.sec.gov | |
| Apexium Securities LTD | Parker | Not listed | Not listed | Not listed | 1 | (643) 476-8432 | adviserinfo.sec.gov | |
| Arborfire Capital Inc. | Denver | Not listed | Not listed | Not listed | 1 | (303) 432-5968 | adviserinfo.sec.gov | |
| Astroflux Capital, Inc. | Denver | Not listed | Not listed | Not listed | 1 | (303) 974-3159 | adviserinfo.sec.gov | |
| Aureus Advisors Inc. | Colorado Springs | Not listed | Not listed | Not listed | 1 | (213) 681-2566 | adviserinfo.sec.gov | |
| Aurora Archipelago Inc | Denver | Not listed | Not listed | Not listed | 1 | (719) 258-1442 | adviserinfo.sec.gov | |
| Auvrax Technologies Inc | Denver | Not listed | Not listed | Not listed | 1 | (909) 348-4763 | adviserinfo.sec.gov | |
| Av Commonedge Inc | Denver | Not listed | Not listed | Not listed | 1 | (669) 222-6094 | adviserinfo.sec.gov | |
| Axivon Exchange LTD | Denver | Not listed | Not listed | Not listed | 1 | (970) 527-1843 | adviserinfo.sec.gov | |
| Axon Finance LTD | Denver | Not listed | Not listed | Not listed | 1 | (628) 252-8259 | adviserinfo.sec.gov | |
| Azuria Capital | Denver | Not listed | Not listed | Not listed | 1 | (720) 315-7008 | azuriacapital.com | adviserinfo.sec.gov |
| BCM Advisor, LLC | Denver | Not listed | Not listed | Not listed | 1 | (720) 647-8390 | adviserinfo.sec.gov | |
| BG Wealth Sharing LTD | Denver | Not listed | Not listed | Not listed | 1 | (646) 348-2314 | adviserinfo.sec.gov | |
| Bitmatrix Exchange LTD | Denver | Not listed | Not listed | Not listed | 1 | (416) 800-1625 | adviserinfo.sec.gov | |
| Blockara Capital Management LTD | Denver | Not listed | Not listed | Not listed | 1 | (909) 348-4763 | adviserinfo.sec.gov | |
| Bqex LTD | Denver | Not listed | Not listed | Not listed | 1 | (303) 284-5726 | adviserinfo.sec.gov | |
| Brantone Veylor Inc | Denver | Not listed | Not listed | Not listed | 1 | (303) 674-2351 | adviserinfo.sec.gov | |
| Brilionx Inc | Colorado Springs | Not listed | Not listed | Not listed | 1 | (510) 584-9734 | adviserinfo.sec.gov | |
| Btex Group Limited | Denver | Not listed | Not listed | Not listed | 1 | (720) 303-2808 | adviserinfo.sec.gov | |
| Calystron Capital LTD | Denver | Not listed | Not listed | Not listed | 1 | (209) 566-2541 | adviserinfo.sec.gov | |
| Cerevia LTD | Denver | Not listed | Not listed | Not listed | 1 | (909) 348-4763 | adviserinfo.sec.gov | |
| Cfler Co., LTD. | Denver | Not listed | Not listed | Not listed | 1 | (970) 998-5253 | adviserinfo.sec.gov | |
| Cirrus Oil & Gas Capital Management LP | Denver | Not listed | Not listed | Not listed | 1 | (713) 854-8734 | cirrusog.com | adviserinfo.sec.gov |
| Cirrus Oil & Gas LLC | Denver | Not listed | Not listed | Not listed | 1 | (713) 854-8734 | cirrusog.com | adviserinfo.sec.gov |
| Coinexa LTD | Denver | Not listed | Not listed | Not listed | 1 | (720) 637-4301 | adviserinfo.sec.gov | |
| Coinlink LTD | Denver | Not listed | Not listed | Not listed | 1 | (619) 268-4062 | adviserinfo.sec.gov | |
| Coinmy Technology LTD | Denver | Not listed | Not listed | Not listed | 1 | (917) 621-9965 | adviserinfo.sec.gov | |
| Coltrade Global LTD | Highlands Ranch | Not listed | Not listed | Not listed | 1 | (289) 302-9566 | adviserinfo.sec.gov | |
| Convergent Wealth Advisors Inc | Denver | Not listed | Not listed | Not listed | 1 | (289) 778-4092 | adviserinfo.sec.gov | |
| Crestfield Capital LTD. | Denver | Not listed | Not listed | Not listed | 1 | (407) 627-1656 | adviserinfo.sec.gov | |
| Crypfine LLC | Denver | Not listed | Not listed | Not listed | 1 | (719) 513-5234 | adviserinfo.sec.gov | |
| Cryptobull Capital Management LLC | Denver | Not listed | Not listed | Not listed | 1 | (303) 847-6418 | mycryptobull.com | adviserinfo.sec.gov |
| Cryptoorbit LTD | Denver | Not listed | Not listed | Not listed | 1 | (719) 694-3525 | adviserinfo.sec.gov | |
| DKCX Digital Finance Technology Co., LTD. | Denver | Not listed | Not listed | Not listed | 1 | (303) 986-3618 | adviserinfo.sec.gov | |
| Daobit Holdings Limited | Denver | Not listed | Not listed | Not listed | 1 | (303) 974-7152 | adviserinfo.sec.gov | |
| Deepxiom LTD | Denver | Not listed | Not listed | Not listed | 1 | (303) 974-4531 | adviserinfo.sec.gov | |
| Efsane Wealth Management Consulting Co., LTD | Denver | Not listed | Not listed | Not listed | 1 | 001 (909) 3484763 | adviserinfo.sec.gov | |
| Eiger Capital Investment Inc | Denver | Not listed | Not listed | Not listed | 1 | (616) 813-0613 | adviserinfo.sec.gov | |
| Elite Capital Foundation LTD | Denver | Not listed | Not listed | Not listed | 1 | (909) 348-4763 | adviserinfo.sec.gov | |
| Ellasinvest Asset Management | Denver | Not listed | Not listed | Not listed | 1 | (909) 348-4763 | adviserinfo.sec.gov | |
| Emerging United Asset Management LTD | Denver | Not listed | Not listed | Not listed | 1 | (646) 346-6341 | adviserinfo.sec.gov | |
| Eqr Rwa Information LTD | Denver | Not listed | Not listed | Not listed | 1 | (332) 207-9415 | adviserinfo.sec.gov | |
| Equal Chance Capital LTD | Denver | Not listed | Not listed | Not listed | 1 | (626) 720-0572 | adviserinfo.sec.gov | |
| Equitage Ventures, L.L.C. | Denver | Not listed | Not listed | Not listed | 1 | (805) 702-0336 | equitagevc.com | adviserinfo.sec.gov |
| Excypher Exchange LTD | Denver | Not listed | Not listed | Not listed | 1 | (646) 345-7881 | adviserinfo.sec.gov | |
| Firex21 Capital LTD | Denver | Not listed | Not listed | Not listed | 1 | (289) 778-4092 | adviserinfo.sec.gov | |
| Freckie Capital LLC | Denver | Not listed | Not listed | Not listed | 1 | (646) 349-7521 | adviserinfo.sec.gov | |
| Freyaos AI LTD | Denver | Not listed | Not listed | Not listed | 1 | (209) 585-1637 | adviserinfo.sec.gov | |
| Frovantis Capital LTD | Denver | Not listed | Not listed | Not listed | 1 | (970) 570-8841 | adviserinfo.sec.gov | |
| Fundivest LTD | Denver | Not listed | Not listed | Not listed | 1 | (647) 498-6906 | adviserinfo.sec.gov | |
| Future Finance Academy LTD | Denver | Not listed | Not listed | Not listed | 1 | (669) 222-6094 | adviserinfo.sec.gov | |
| Future Star Financial Assets Management Inc | Denver | Not listed | Not listed | Not listed | 1 | (415) 605-6764 | adviserinfo.sec.gov | |
| Gainstra Capital Inc. | Denver | Not listed | Not listed | Not listed | 1 | (870) 222-0387 | adviserinfo.sec.gov | |
| Galaxy Quant Capital LLC | Denver | Not listed | Not listed | Not listed | 1 | (303) 468-9137 | adviserinfo.sec.gov | |
| Galileo Global LTD | Denver | Not listed | Not listed | Not listed | 1 | (303) 584-3729 | adviserinfo.sec.gov | |
| Gen Labs Limited | Denver | Not listed | Not listed | Not listed | 1 | (289) 505-1822 | adviserinfo.sec.gov | |
| Geshem Partners | Denver | Not listed | Not listed | Not listed | 1 | (303) 325-5560 | geshempartners.com | adviserinfo.sec.gov |
| Global Capital Partners Investments LLC | Denver | Not listed | Not listed | Not listed | 1 | (213) 681-2588 | adviserinfo.sec.gov | |
| Global Horizon Management LTD | Denver | Not listed | Not listed | Not listed | 1 | (646) 345-6774 | adviserinfo.sec.gov | |
| Global Trading Investment Co., Limited | Aurora | Not listed | Not listed | Not listed | 1 | (303) 986-0928 | adviserinfo.sec.gov | |
| Glorious Dawn Capital Management Co., LTD | Denver | Not listed | Not listed | Not listed | 1 | (773) 358-2533 | adviserinfo.sec.gov | |
| Golden Chain Capital | Englewood | Not listed | Not listed | Not listed | 1 | 001(909) 3484763 | adviserinfo.sec.gov | |
| Goldonline Global LTD | Denver | Not listed | Not listed | Not listed | 1 | (646) 358-1907 | adviserinfo.sec.gov | |
| Gset Rwa Market Inc | Denver | Not listed | Not listed | Not listed | 1 | (646) 210-6026 | adviserinfo.sec.gov | |
| Guava Capital Management LP | Greenwood Village | Not listed | Not listed | Not listed | 1 | (303) 808-5234 | guavacapital.com | adviserinfo.sec.gov |
| Haims Capital LTD | Denver | Not listed | Not listed | Not listed | 1 | (720) 303-0006 | adviserinfo.sec.gov | |
| Harbor Financial Institute LTD | Denver | Not listed | Not listed | Not listed | 1 | (773) 358-2533 | adviserinfo.sec.gov | |
| Harbor Financing Inc | Greenwood Village | Not listed | Not listed | Not listed | 1 | +84 969 479 047 | adviserinfo.sec.gov | |
| Harmovest Capital US LTD | Denver | Not listed | Not listed | Not listed | 1 | (303) 968-2831 | adviserinfo.sec.gov | |
| Harriswilliams LLC | Denver | Not listed | Not listed | Not listed | 1 | (213) 681-2588 | adviserinfo.sec.gov | |
| Haven Fiduciary Returns LTD | Denver | Not listed | Not listed | Not listed | 1 | (720) 555-4026 | adviserinfo.sec.gov | |
| Helios Wealth Management LTD | Denver | Not listed | Not listed | Not listed | 1 | (669) 222-6093 | adviserinfo.sec.gov | |
| Hevorx Investment Advisors LLC | Denver | Not listed | Not listed | Not listed | 1 | (213) 681-2577 | adviserinfo.sec.gov | |
| Hyperx Foundation LTD | Denver | Not listed | Not listed | Not listed | 1 | (332) 754-8524 | adviserinfo.sec.gov | |
| Hyxcel Asset Management Inc. | Denver | Not listed | Not listed | Not listed | 1 | (719) 515-9666 | adviserinfo.sec.gov | |
| Icloser LTD. | Denver | Not listed | Not listed | Not listed | 1 | (949) 283-9048 | adviserinfo.sec.gov | |
| Ideal Finance LTD | Aurora | Not listed | Not listed | Not listed | 1 | (719) 694-3525 | adviserinfo.sec.gov | |
| Infinite Venture Manager X, LLC | Aspen | Not listed | Not listed | Not listed | 1 | (917) 847-7177 | adviserinfo.sec.gov | |
| Insightquant AI | Denver | Not listed | Not listed | Not listed | 1 | 001(909)3484763 | adviserinfo.sec.gov | |
| Insightquant-Ai Technologies Inc | Denver | Not listed | Not listed | Not listed | 1 | (480) 246-5435 | adviserinfo.sec.gov | |
| International Finance Corporation LTD | Denver | Not listed | Not listed | Not listed | 1 | 001(909)3484763 | adviserinfo.sec.gov | |
| Inteviron Digital Exchange LTD | Denver | Not listed | Not listed | Not listed | 1 | (646) 349-6231 | adviserinfo.sec.gov | |
| Ironclad Trading Institute LLC | Erie | Not listed | Not listed | Not listed | 1 | (626) 765-3080 | adviserinfo.sec.gov | |
| Jef Clear Quant LTD | Denver | Not listed | Not listed | Not listed | 1 | (303) 974-7152 | adviserinfo.sec.gov | |
| Jsi Manager LLC | Timnath | Not listed | Not listed | Not listed | 1 | (970) 402-1089 | adviserinfo.sec.gov | |
| Keystone Venture Trust Inc. | Colorado Springs | Not listed | Not listed | Not listed | 1 | (720) 336-2868 | adviserinfo.sec.gov | |
| Korzen Asset Management LTD | Denver | Not listed | Not listed | Not listed | 1 | (917) 621-9943 | adviserinfo.sec.gov | |
| Laiyeplus Limited | Denver | Not listed | Not listed | Not listed | 1 | (646) 346-9891 | adviserinfo.sec.gov | |
| Ledgewyn Exchange LTD | Denver | Not listed | Not listed | Not listed | 1 | (646) 345-4112 | adviserinfo.sec.gov | |
| Lightning Exchange LTD | Denver | Not listed | Not listed | Not listed | 1 | (646) 348-3253 | adviserinfo.sec.gov | |
| Link Foucs LTD | Denver | Not listed | Not listed | Not listed | 1 | (303) 974-8731 | adviserinfo.sec.gov | |
| Linkedin Research Institute LTD | Denver | Not listed | Not listed | Not listed | 1 | (669) 600-4491 | adviserinfo.sec.gov | |
| Lumenis Capitalmanagement GMBH LTD | Denver | Not listed | Not listed | Not listed | 1 | +1 303 23881993 | adviserinfo.sec.gov | |
| Lunexa Investment LTD | Denver | Not listed | Not listed | Not listed | 1 | (303) 782-4201 | adviserinfo.sec.gov | |
| Lurima Capital LTD | Denver | Not listed | Not listed | Not listed | 1 | (712) 389-7532 | adviserinfo.sec.gov | |
| Luxepoint Capital LTD | Denver | Not listed | Not listed | Not listed | 1 | (970) 395-7136 | adviserinfo.sec.gov | |
| Markd VC LLC | Boulder | Not listed | Not listed | Not listed | 1 | (833) 303-2180 | adviserinfo.sec.gov | |
| Megasurge Capital Inc | Denver | Not listed | Not listed | Not listed | 1 | (303) 374-2731 | adviserinfo.sec.gov | |
| Merkeu Exchange LTD | Boulder | Not listed | Not listed | Not listed | 1 | (516) 346-5059 | adviserinfo.sec.gov | |
| Midland Capital Limited | Denver | Not listed | Not listed | Not listed | 1 | (303) 974-7152 | adviserinfo.sec.gov | |
| Million Securities LTD | Denver | Not listed | Not listed | Not listed | 1 | (646) 346-3387 | adviserinfo.sec.gov | |
| Momentum Trading Academy LTD | Denver | Not listed | Not listed | Not listed | 1 | (510) 584-9734 | adviserinfo.sec.gov | |
| Moneybridge Mind Inc | Denver | Not listed | Not listed | Not listed | 1 | (289) 778-4092 | adviserinfo.sec.gov | |
| Mysia Cryptocurrency Exchange LTD | Denver | Not listed | Not listed | Not listed | 1 | 001(909)3484763 | adviserinfo.sec.gov | |
| Nasdaq Esop Inc | Boulder | Not listed | Not listed | Not listed | 1 | +852 54794132 | adviserinfo.sec.gov | |
| Nautical Echo Capital LTD | Denver | Not listed | Not listed | Not listed | 1 | (303) 986-0832 | adviserinfo.sec.gov | |
| Neomics Institute Inc | Denver | Not listed | Not listed | Not listed | 1 | (176) 219-9943 | adviserinfo.sec.gov | |
| Newstarasset Capital Inc | Denver | Not listed | Not listed | Not listed | 1 | (516) 346-5059 | adviserinfo.sec.gov | |
| Nexera Technologies LTD. | Denver | Not listed | Not listed | Not listed | 1 | (626) 720-0562 | adviserinfo.sec.gov | |
| Nordstern Kapitalmanagement GMBH LTD | Denver | Not listed | Not listed | Not listed | 1 | (752) 583-9984 | adviserinfo.sec.gov | |
| Norvion Capital LLC | Aurora | Not listed | Not listed | Not listed | 1 | (303) 784-4229 | adviserinfo.sec.gov | |
| Norzium Exchange LTD | Denver | Not listed | Not listed | Not listed | 1 | (303) 986-2834 | adviserinfo.sec.gov | |
| Nova Academy of Finance LTD | Denver | Not listed | Not listed | Not listed | 1 | (205) 352-4925 | adviserinfo.sec.gov | |
| Nova Financial Academy LTD | Greenwood Village | Not listed | Not listed | Not listed | 1 | (516) 346-5059 | adviserinfo.sec.gov | |
| Oneassets Capital Inc | Denver | Not listed | Not listed | Not listed | 1 | (720) 466-1699 | adviserinfo.sec.gov | |
| Oreon Technologies Inc | Denver | Not listed | Not listed | Not listed | 1 | (786) 375-5923 | adviserinfo.sec.gov | |
| Pascal Capital Inc | Colorado Springs | Not listed | Not listed | Not listed | 1 | (646) 343-6532 | adviserinfo.sec.gov | |
| Pax Capital Limited | Arvada | Not listed | Not listed | Not listed | 1 | (303) 724-9346 | adviserinfo.sec.gov | |
| Perkea Capital Securities Inc | Greenwood Village | Not listed | Not listed | Not listed | 1 | (626) 720-0572 | adviserinfo.sec.gov | |
| Pif Equity Partners, LLC | Lafayette | Not listed | Not listed | Not listed | 1 | (303) 325-3131 | pif-equity.com | adviserinfo.sec.gov |
| Pinnacle Crypto Exchange. Inc | Denver | Not listed | Not listed | Not listed | 1 | (585) 286-5181 | adviserinfo.sec.gov | |
| Pinno Capital Inc | Denver | Not listed | Not listed | Not listed | 1 | (719) 694-3636 | adviserinfo.sec.gov | |
| Pioneer Global Investments LTD. | Aurora | Not listed | Not listed | Not listed | 1 | (332) 213-8533 | adviserinfo.sec.gov | |
| Portorupia Crypto Group Limited | Denver | Not listed | Not listed | Not listed | 1 | (332) 207-9871 | adviserinfo.sec.gov | |
| Primeagri Ventures LTD | Denver | Not listed | Not listed | Not listed | 1 | (909) 348-4763 | adviserinfo.sec.gov | |
| Providence Trust Inc | Denver | Not listed | Not listed | Not listed | 1 | (647) 354-2321 | adviserinfo.sec.gov | |
| Quantalis Asset Management LTD | Boulder | Not listed | Not listed | Not listed | 1 | (970) 198-7741 | adviserinfo.sec.gov | |
| Quantify Securities Investment Company LTD | Denver | Not listed | Not listed | Not listed | 1 | (720) 358-1881 | adviserinfo.sec.gov | |
| Quantum Financial Institute LTD | Denver | Not listed | Not listed | Not listed | 1 | (669) 222-6093 | adviserinfo.sec.gov | |
| RBH Infinity Exchange LTD | Denver | Not listed | Not listed | Not listed | 1 | (970) 395-8762 | adviserinfo.sec.gov | |
| Raisa Energy LLC | Centennial | Not listed | Not listed | Not listed | 1 | (303) 854-9141 | raisaenergy.com | adviserinfo.sec.gov |
| Roberts Capital Advisors, LLC | Denver | Not listed | Not listed | Not listed | 1 | (212) 731-4153 | robertscapital.com | adviserinfo.sec.gov |
| Robin Markets Inc | Greenwood Village | Not listed | Not listed | Not listed | 1 | (646) 349-8273 | adviserinfo.sec.gov | |
| Rockford Partners | Denver | Not listed | Not listed | Not listed | 1 | (870) 222-0387 | adviserinfo.sec.gov | |
| Ryan Future Technology Inc | Denver | Not listed | Not listed | Not listed | 1 | (909) 348-4763 | adviserinfo.sec.gov | |
| SFM Holding GMBH | Boulder | Not listed | Not listed | Not listed | 1 | (669) 600-5593 | adviserinfo.sec.gov | |
| Sage Hospitality Investment Advisor LLC | Denver | Not listed | Not listed | Not listed | 1 | (303) 595-7251 | adviserinfo.sec.gov | |
| Salvus Capital Management, Inc. | Denver | Not listed | Not listed | Not listed | 1 | (303) 986-1828 | adviserinfo.sec.gov | |
| Sapphire Tide Capital LTD | Denver | Not listed | Not listed | Not listed | 1 | (626) 720-0572 | adviserinfo.sec.gov | |
| Sarkee Capital Inc | Colorado Springs | Not listed | Not listed | Not listed | 1 | 001-909-3484763 | adviserinfo.sec.gov | |
| Schwartz School of Business | Denver | Not listed | Not listed | Not listed | 1 | (302) 524-9646 | adviserinfo.sec.gov | |
| Sentrybridge Capital Inc. | Colorado Springs | Not listed | Not listed | Not listed | 1 | (720) 358-0968 | adviserinfo.sec.gov | |
| Silverpeak Strategic Capital LLC | Denver | Not listed | Not listed | Not listed | 1 | (720) 702-0686 | adviserinfo.sec.gov | |
| Skysx Global Limited | Denver | Not listed | Not listed | Not listed | 1 | (917) 621-9943 | adviserinfo.sec.gov | |
| Spark Exchange LTD | Aurora | Not listed | Not listed | Not listed | 1 | (646) 344-3125 | adviserinfo.sec.gov | |
| Spirit Eye Investment LTD | Denver | Not listed | Not listed | Not listed | 1 | (213) 681-2588 | adviserinfo.sec.gov | |
| Stellar Path Institute LTD | Denver | Not listed | Not listed | Not listed | 1 | (780) 572-4861 | adviserinfo.sec.gov | |
| Stifel Strategie Consulting Partners LTD. | Englewood | Not listed | Not listed | Not listed | 1 | (302) 524-9646 | adviserinfo.sec.gov | |
| Stock Finance LTD | Denver | Not listed | Not listed | Not listed | 1 | (719) 694-3525 | adviserinfo.sec.gov | |
| Stocktix LTD. | Denver | Not listed | Not listed | Not listed | 1 | (332) 256-9856 | adviserinfo.sec.gov | |
| Straiton Capital LTD | Denver | Not listed | Not listed | Not listed | 1 | (303) 582-3103 | adviserinfo.sec.gov | |
| Summit Breeze Haven Exchange LTD | Denver | Not listed | Not listed | Not listed | 1 | (719) 694-3636 | adviserinfo.sec.gov | |
| Summit Equity Partners LTD. | Centennial | Not listed | Not listed | Not listed | 1 | (646) 348-6573 | adviserinfo.sec.gov | |
| Summitwest Management LTD | Denver | Not listed | Not listed | Not listed | 1 | (970) 885-1467 | adviserinfo.sec.gov | |
| Syno Infinity LTD | Denver | Not listed | Not listed | Not listed | 1 | (646) 348-7729 | adviserinfo.sec.gov | |
| Teslaex Global Inc | Denver | Not listed | Not listed | Not listed | 1 | (646) 346-3387 | adviserinfo.sec.gov | |
| The Weaver AI Capital Advisors LTD | Denver | Not listed | Not listed | Not listed | 1 | (213) 681-2588 | weaveraiadvisors.com | adviserinfo.sec.gov |
| Thevgpro LTD | Denver | Not listed | Not listed | Not listed | 1 | (719) 694-3525 | adviserinfo.sec.gov | |
| Threem Holding LTD | Denver | Not listed | Not listed | Not listed | 1 | (970) 385-2679 | adviserinfo.sec.gov | |
| Topaz Advisors Inc | Denver | Not listed | Not listed | Not listed | 1 | (303) 986-4218 | adviserinfo.sec.gov | |
| Torfex LTD. | Denver | Not listed | Not listed | Not listed | 1 | (719) 223-5917 | adviserinfo.sec.gov | |
| UK Trust (Ukt) Wealth Management LTD | Colorado Springs | Not listed | Not listed | Not listed | 1 | (517) 680-2355 | adviserinfo.sec.gov | |
| United Aqua LTD | Denver | Not listed | Not listed | Not listed | 1 | (303) 731-8452 | adviserinfo.sec.gov | |
| Usex Inc | Denver | Not listed | Not listed | Not listed | 1 | (332) 733-8239 | adviserinfo.sec.gov | |
| VLPD Capital Management LTD | Denver | Not listed | Not listed | Not listed | 1 | (616) 813-0613 | adviserinfo.sec.gov | |
| Vairnport Global Trust | Denver | Not listed | Not listed | Not listed | 1 | (669) 600-5593 | adviserinfo.sec.gov | |
| Valenqor Capital Inc | Denver | Not listed | Not listed | Not listed | 1 | (909) 348-4763 | adviserinfo.sec.gov | |
| Valkyrie Fund Management, LLC | Denver | Not listed | Not listed | Not listed | 1 | (720) 580-8080 | valkyrie-resources.com | adviserinfo.sec.gov |
| Vanecrest Investments LTD | Denver | Not listed | Not listed | Not listed | 1 | (176) 219-9943 | adviserinfo.sec.gov | |
| Vbot Coin LTD | Denver | Not listed | Not listed | Not listed | 1 | (720) 555-4026 | adviserinfo.sec.gov | |
| Veritas Capital Advisory GMBH | Denver | Not listed | Not listed | Not listed | 1 | (669) 600-5593 | adviserinfo.sec.gov | |
| Veriton Investment Inc | Denver | Not listed | Not listed | Not listed | 1 | (970) 284-5973 | adviserinfo.sec.gov | |
| Vexorylax LTD | Denver | Not listed | Not listed | Not listed | 1 | (909) 348-4763 | adviserinfo.sec.gov | |
| Victory Strategic Holdings LLC | Broomfield | Not listed | Not listed | Not listed | 1 | 1 303 23881993 | adviserinfo.sec.gov | |
| Warlock Inc | Denver | Not listed | Not listed | Not listed | 1 | (917) 621-9943 | adviserinfo.sec.gov | |
| Wealthinfra Inc | Denver | Not listed | Not listed | Not listed | 1 | (289) 505-1822 | adviserinfo.sec.gov | |
| Wealthorama Inc | Denver | Not listed | Not listed | Not listed | 1 | (303) 647-1872 | adviserinfo.sec.gov | |
| Weatherbie Advisors LTD. | Denver | Not listed | Not listed | Not listed | 1 | (720) 973-8296 | adviserinfo.sec.gov | |
| Web3 University | Colorado Springs | Not listed | Not listed | Not listed | 1 | (516) 806-6697 | adviserinfo.sec.gov | |
| Webbridge Global Foundation | Denver | Not listed | Not listed | Not listed | 1 | (510) 584-9734 | adviserinfo.sec.gov | |
| Webull Ex Inc | Denver | Not listed | Not listed | Not listed | 1 | (303) 986-0928 | adviserinfo.sec.gov | |
| Wingspan Advisors. LLC | Denver | Not listed | Not listed | Not listed | 1 | (303) 766-0180 | adviserinfo.sec.gov | |
| Wmagibit LTD | Denver | Not listed | Not listed | Not listed | 1 | 8618967906882 | adviserinfo.sec.gov | |
| Yk Global Securities Limited | Denver | Not listed | Not listed | Not listed | 1 | (332) 204-5667 | adviserinfo.sec.gov | |
| Zentalis Investment Management LLC | Denver | Not listed | Not listed | Not listed | 1 | (720) 248-8886 | adviserinfo.sec.gov | |
| Zentis Capital Management | Denver | Not listed | Not listed | Not listed | 1 | (303) 684-2719 | adviserinfo.sec.gov | |
| Zenvio Inc | Denver | Not listed | Not listed | Not listed | 1 | (646) 345-3212 | adviserinfo.sec.gov |
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.
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