# Investment advisers in Colorado: 611 firms, page 2

Updated November 10, 2026.

Largest advisers by AUM, 301 to 600 of 611, in the same order as page 1.

## The full lists

This record is a row of these lists. 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.

- [Investment advisers in Colorado](https://specstream.ai/data/investment-advisers/state/colorado): 611 rows, the SEC's Form ADV file of November 2, 2026, $30.55, or the new rows each week for $19 a month. Buy: https://specstream.ai/data/investment-advisers/state/colorado
- [Investment advisers (SEC registered and exempt reporting)](https://specstream.ai/data/investment-advisers): 24,111 rows, the SEC's Form ADV file of November 2, 2026, $321.11, or the new rows each week for $19 a month. Buy: https://specstream.ai/data/investment-advisers

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](https://specstream.ai/data/investment-advisers/firm/peace-of-mind-financial-planning-inc-289067) | Colorado Springs | $123.6 million | 404 | 5 | Not listed | (719) 836-8181 | lindaleitz.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/289067) |
| [Senior Tax Advisory Group, Inc.](https://specstream.ai/data/investment-advisers/firm/senior-tax-advisory-group-inc-318058) | Colorado Springs | $122.8 million | 1,286 | 6 | Not listed | (719) 596-4844 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/318058) |
| [Ascentris](https://specstream.ai/data/investment-advisers/firm/ascentris-154814) | Denver | $121.8 million | 2 | 30 | 2 | (303) 317-6464 | ascentris.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/154814) |
| [Alder Point Capital Management LLC](https://specstream.ai/data/investment-advisers/firm/alder-point-capital-management-llc-337839) | Lafayette | $121.3 million | 3 | 6 | 3 | (720) 686-3508 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/337839) |
| [Seneca Capital Management, LLC](https://specstream.ai/data/investment-advisers/firm/seneca-capital-management-llc-288206) | Denver | $120 million | 2 | 1 | 1 | (303) 888-2826 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/288206) |
| [Walnut Level Capital LLC](https://specstream.ai/data/investment-advisers/firm/walnut-level-capital-llc-307942) | Denver | $119.2 million | 4 | 3 | 1 | (303) 381-0156 | walnutlevel.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/307942) |
| [Ridgegate Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/ridgegate-advisors-llc-334233) | Englewood | $119 million | 536 | 11 | Not listed | (303) 791-2253 | ridgegatefinancial.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/334233) |
| [Noble Wealth Partners](https://specstream.ai/data/investment-advisers/firm/noble-wealth-partners-298396) | Denver | $118.5 million | 423 | 3 | Not listed | (720) 588-4103 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/298396) |
| [Wealth Engineers, LLC](https://specstream.ai/data/investment-advisers/firm/wealth-engineers-llc-168578) | Denver | $117.6 million | 208 | 2 | Not listed | (303) 500-3245 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/168578) |
| [Columbia Benefits, LLC](https://specstream.ai/data/investment-advisers/firm/columbia-benefits-llc-132261) | Denver | $116.2 million | 130 | 1 | Not listed | (303) 759-1100 | cbadvisors.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/132261) |
| [Alpine Wealth Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/alpine-wealth-advisors-llc-105433) | Denver | $115.7 million | 240 | 1 | Not listed | (720) 318-6634 | alpinewealthadvisors.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/105433) |
| [Branzan Investment Advisors, Inc.](https://specstream.ai/data/investment-advisers/firm/branzan-investment-advisors-inc-120783) | Littleton | $114.8 million | 5 | 6 | 3 | (303) 292-9224 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/120783) |
| [56 Capital Partners, LTD](https://specstream.ai/data/investment-advisers/firm/56-capital-partners-ltd-290938) | Colorado Springs | $113.3 million | 546 | 3 | Not listed | (719) 418-3773 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/290938) |
| [Financial Mountain Inc](https://specstream.ai/data/investment-advisers/firm/financial-mountain-inc-108489) | Boulder | $111.3 million | 449 | 2 | Not listed | (303) 351-1517 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/108489) |
| [Forward Wealth](https://specstream.ai/data/investment-advisers/firm/forward-wealth-339154) | Lone Tree | $111.1 million | 79 | 12 | Not listed | (720) 739-3930 | fwd-wealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/339154) |
| [Peak Financial Management, Inc.](https://specstream.ai/data/investment-advisers/firm/peak-financial-management-inc-281223) | Broomfield | $109.4 million | 156 | 4 | Not listed | (303) 255-2252 | peakfinancialmanagement.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/281223) |
| [Aqi](https://specstream.ai/data/investment-advisers/firm/aqi-339159) | Lone Tree | $107.9 million | 66 | 11 | Not listed | (303) 529-2740 | aqinvest.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/339159) |
| [RS Asset Management, LLC](https://specstream.ai/data/investment-advisers/firm/rs-asset-management-llc-157768) | Colorado Springs | $107.2 million | 251 | 2 | Not listed | (719) 219-8444 | rsassetmanagement.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/157768) |
| [Jackson Wealth Management, LLC](https://specstream.ai/data/investment-advisers/firm/jackson-wealth-management-llc-310496) | Castle Rock | $107 million | 380 | 1 | Not listed | (303) 808-5229 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/310496) |
| [Meketa Capital, LLC](https://specstream.ai/data/investment-advisers/firm/meketa-capital-llc-328303) | Denver | $106.6 million | 1 | 32 | Not listed | (720) 697-1010 | meketacapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/328303) |
| [RPC Wealth, LLC](https://specstream.ai/data/investment-advisers/firm/rpc-wealth-llc-221532) | Loveland | $106.3 million | 744 | 14 | Not listed | (970) 663-3211 | rpcenter.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/221532) |
| [Innovative Financial, LLC](https://specstream.ai/data/investment-advisers/firm/innovative-financial-llc-127469) | Lakewood | $105.3 million | 85 | 3 | Not listed | (303) 275-7170 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/127469) |
| [Mathies Financial Partners](https://specstream.ai/data/investment-advisers/firm/mathies-financial-partners-150079) | Pueblo | $104 million | 803 | 4 | Not listed | (719) 434-3939 | mathiesfp.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/150079) |
| [325 Fillmore LLC](https://specstream.ai/data/investment-advisers/firm/325-fillmore-llc-287625) | Denver | $103.8 million | 1 | 2 | 4 | (303) 398-2950 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/287625) |
| [GSSG Solar, LLC](https://specstream.ai/data/investment-advisers/firm/gssg-solar-llc-307493) | Denver | $103.4 million | 3 | 31 | 3 | (415) 361-3427 | gssgsolar.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/307493) |
| [Navigation Wealth Management](https://specstream.ai/data/investment-advisers/firm/navigation-wealth-management-282640) | Fort Collins | $103.2 million | 1,302 | 8 | Not listed | (970) 672-1236 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/282640) |
| [Blue Heron Capital](https://specstream.ai/data/investment-advisers/firm/blue-heron-capital-339475) | Englewood | $102.2 million | 542 | 8 | Not listed | (720) 488-8604 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/339475) |
| [Integrated Benefits, Incorporated](https://specstream.ai/data/investment-advisers/firm/integrated-benefits-incorporated-112518) | Grand Junction | $101.3 million | 155 | 2 | Not listed | (970) 618-3000 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/112518) |
| [CDP Financial Group, LLC](https://specstream.ai/data/investment-advisers/firm/cdp-financial-group-llc-155725) | Littleton | $100.5 million | 257 | 2 | Not listed | (303) 794-0706 | cdpfinancial.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/155725) |
| [Financial Action, Inc.](https://specstream.ai/data/investment-advisers/firm/financial-action-inc-140285) | Monument | $100.3 million | 1,047 | 6 | Not listed | (719) 357-7189 | faiinv.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/140285) |
| [Synergy Capital](https://specstream.ai/data/investment-advisers/firm/synergy-capital-334117) | Fort Collins | $98.8 million | 213 | 2 | Not listed | (970) 837-3088 | synergy-colorado.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/334117) |
| [Blue Sky Asset Management, LLC](https://specstream.ai/data/investment-advisers/firm/blue-sky-asset-management-llc-167686) | Englewood | $98.6 million | 3 | 1 | Not listed | (303) 552-0945 | bsam.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/167686) |
| [Swan Wealth Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/swan-wealth-advisors-llc-292755) | Durango | $98 million | 47 | 2 | Not listed | (970) 382-8901 | swanglobalinvestments.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/292755) |
| [Israel Investment Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/israel-investment-advisors-llc-153952) | Denver | $96.3 million | 8 | 4 | 1 | (303) 861-3798 | israelinvestmentadvisors.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/153952) |
| [Leh II Management LLC](https://specstream.ai/data/investment-advisers/firm/leh-ii-management-llc-328785) | Englewood | $93.1 million | 1 | 12 | 1 | (720) 909-6608 | lincolnenergypartners.net | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/328785) |
| [Integrity Prosperity Security (Ips) Strategic Capital](https://specstream.ai/data/investment-advisers/firm/integrity-prosperity-security-ips-strategic-capital-115961) | Denver | $90.9 million | 194 | 3 | Not listed | (303) 697-3174 | investpsfunds.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/115961) |
| [Kelly Intelligence](https://specstream.ai/data/investment-advisers/firm/kelly-intelligence-315259) | Denver | $81.7 million | 8 | 4 | Not listed | (303) 499-1959 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/315259) |
| [Investment Research Corp](https://specstream.ai/data/investment-advisers/firm/investment-research-corp-108208) | Denver | $76.3 million | 166 | 21 | Not listed | (303) 626-0634 | invresearch.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/108208) |
| [World Capital Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/world-capital-advisors-llc-135941) | Denver | $72 million | 65 | 1 | Not listed | (804) 267-7418 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/135941) |
| Best Life Infinity, LLC | Colorado Springs | $48.2 million | 163 | 8 | Not listed | (719) 966-1985 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/319232) |
| Ripl Wealth | Fort Collins | $31.8 million | 110 | 3 | Not listed | (619) 933-1211 | riplwealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/342258) |
| Tifin Give | Boulder | $30.9 million | 1 | 20 | Not listed | (646) 389-0402 | tifingive.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/313261) |
| BZ Wealth Advisors, LLC | Littleton | $26 million | 108 | 7 | Not listed | (208) 508-4070 | bz-wealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/335978) |
| GBG Wealth Management LLC | Lone Tree | $23.8 million | 89 | 4 | Not listed | (303) 708-1640 | wealthgbg.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/333368) |
| Sweater Industries LLC | Boulder | $16.1 million | 2 | 7 | 1 | (888) 577-7987 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/317749) |
| Class VI Ventures, LLC | Denver | $14.9 million | 1 | 3 | 1 | (303) 243-5601 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/328904) |
| Magnifi | Boulder | $2.1 million | 7,648 | 35 | Not listed | (888) 807-4066 | play.google.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/309397) |
| Champion Capital LLC | Greenwood | $100,000 | 1 | 3 | Not listed | (701) 429-7796 | championcapital.co | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/342254) |
| Savvly Advisor | Boulder | $75,208 | 2 | 2 | 2 | (888) 372-8859 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/321125) |
| [Denver Angels](https://specstream.ai/data/investment-advisers/firm/denver-angels-306752) | Denver | Not listed | Not listed | Not listed | 57 | (217) 622-5177 | denverangels.co | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/306752) |
| [Caffeinated Capital Management, LLC](https://specstream.ai/data/investment-advisers/firm/caffeinated-capital-management-llc-165964) | Aspen | Not listed | Not listed | Not listed | 52 | (303) 570-9714 | caffeinated.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/165964) |
| [Rockies Venture Adviser, LLC](https://specstream.ai/data/investment-advisers/firm/rockies-venture-adviser-llc-284956) | Denver | Not listed | Not listed | Not listed | 47 | (720) 353-9350 | rockiesventurefund.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/284956) |
| [Helios Climate Ventures, LLC](https://specstream.ai/data/investment-advisers/firm/helios-climate-ventures-llc-319615) | Denver | Not listed | Not listed | Not listed | 38 | (978) 270-4195 | helioscv.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/319615) |
| [Service Provider Capital](https://specstream.ai/data/investment-advisers/firm/service-provider-capital-174240) | Vail | Not listed | Not listed | Not listed | 25 | (415) 465-4295 | serviceprovidercapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/174240) |
| [Avodah Capital Group, LLC](https://specstream.ai/data/investment-advisers/firm/avodah-capital-group-llc-319775) | Greenwood Village | Not listed | Not listed | Not listed | 19 | (720) 531-4204 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/319775) |
| [Key Investment Partners LLC](https://specstream.ai/data/investment-advisers/firm/key-investment-partners-llc-299384) | Denver | Not listed | Not listed | Not listed | 14 | (513) 518-9583 | keyinvestmentpartners.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/299384) |
| [Unifi Ventures, LLC](https://specstream.ai/data/investment-advisers/firm/unifi-ventures-llc-336630) | Boulder | Not listed | Not listed | Not listed | 12 | (720) 505-5750 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/336630) |
| [3lines, LLC](https://specstream.ai/data/investment-advisers/firm/3lines-llc-305835) | Greenwood Village | Not listed | Not listed | Not listed | 11 | (720) 280-2571 | 3lines.vc | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/305835) |
| [Blackhorn Ventures Management, LLC](https://specstream.ai/data/investment-advisers/firm/blackhorn-ventures-management-llc-297981) | Denver | Not listed | Not listed | Not listed | 11 | (720) 598-2951 | blackhornvc.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/297981) |
| [Fulcrum Energy Capital Funds](https://specstream.ai/data/investment-advisers/firm/fulcrum-energy-capital-funds-309924) | Denver | Not listed | Not listed | Not listed | 11 | (720) 328-5070 | fulcrumef.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/309924) |
| [Armada Venture Partners LLC](https://specstream.ai/data/investment-advisers/firm/armada-venture-partners-llc-329744) | Denver | Not listed | Not listed | Not listed | 9 | (303) 917-9827 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/329744) |
| [Volo Earth Ventures Management, LLC](https://specstream.ai/data/investment-advisers/firm/volo-earth-ventures-management-llc-317752) | Snowmass Village | Not listed | Not listed | Not listed | 9 | (858) 518-1772 | voloearth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/317752) |
| [Boulder Ventures](https://specstream.ai/data/investment-advisers/firm/boulder-ventures-160967) | Boulder | Not listed | Not listed | Not listed | 8 | (303) 444-6950 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/160967) |
| [Loft Growth Partners](https://specstream.ai/data/investment-advisers/firm/loft-growth-partners-294069) | Boulder | Not listed | Not listed | Not listed | 8 | (312) 357-1800 | loftgrowthpartners.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/294069) |
| [Konvoy](https://specstream.ai/data/investment-advisers/firm/konvoy-321077) | Denver | Not listed | Not listed | Not listed | 7 | (610) 570-0587 | konvoy.vc | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/321077) |
| [Meritage Holdings II, LLC](https://specstream.ai/data/investment-advisers/firm/meritage-holdings-ii-llc-330538) | Glendale | Not listed | Not listed | Not listed | 7 | (415) 509-2987 | meritage.vc | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/330538) |
| [Altira Group LLC](https://specstream.ai/data/investment-advisers/firm/altira-group-llc-160010) | Denver | Not listed | Not listed | Not listed | 6 | (303) 592-5500 | altiragroup.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/160010) |
| [Kingfisher Investment Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/kingfisher-investment-advisors-llc-168144) | Niwot | Not listed | Not listed | Not listed | 6 | (415) 260-1566 | kingfisherinvestment.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/168144) |
| [Firstmile Ventures, LLC](https://specstream.ai/data/investment-advisers/firm/firstmile-ventures-llc-311699) | Colorado Springs | Not listed | Not listed | Not listed | 5 | (719) 238-0853 | firstmilevc.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/311699) |
| [Newvale Capital LLC](https://specstream.ai/data/investment-advisers/firm/newvale-capital-llc-328660) | Boulder | Not listed | Not listed | Not listed | 5 | (720) 441-6008 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/328660) |
| Access Venture Partners | Westminster | Not listed | Not listed | Not listed | 4 | (303) 426-8899 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/290236) |
| Liftout Capital | Greenwood Village | Not listed | Not listed | Not listed | 4 | (303) 669-2383 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/327583) |
| Moxxie Management, LLC | Boulder | Not listed | Not listed | Not listed | 4 | (650) 485-1017 | moxxie.vc | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/315493) |
| Stormbreaker Venture Group, Inc. | Arvada | Not listed | Not listed | Not listed | 4 | (303) 352-2040 | stormbreaker.co | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/329875) |
| Blackhorn Ventures Management II, LLC | Denver | Not listed | Not listed | Not listed | 3 | (720) 598-2951 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/325836) |
| Boulder Food Group, LLC | Boulder | Not listed | Not listed | Not listed | 3 | (434) 906-6734 | bfgpartners.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/174360) |
| Corundum Partners | Colorado Springs | Not listed | Not listed | Not listed | 3 | (719) 228-1080 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/282191) |
| Far View Capital Management, LLC | Aspen | Not listed | Not listed | Not listed | 3 | (646) 838-4401 | farviewcapitalmgmt.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/174731) |
| Greenline Community Ventures, LLC | Denver | Not listed | Not listed | Not listed | 3 | (303) 586-8000 | greenlineventures.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/300146) |
| Jeremy Abelson Advisory LLC | Denver | Not listed | Not listed | Not listed | 3 | (212) 671-1100 | jeremyabelson.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/310457) |
| Titlecard Capital Group, LLC | Lone Tree | Not listed | Not listed | Not listed | 3 | (314) 605-6571 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/281192) |
| Varana Capital, LLC | Denver | Not listed | Not listed | Not listed | 3 | (212) 993-1564 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/317167) |
| Align Financial Services | Thornton | Not listed | Not listed | Not listed | 2 | (772) 985-9960 | aligntech.io | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/336381) |
| Bigr Ventures GP LLC | Boulder | Not listed | Not listed | Not listed | 2 | (303) 495-0991 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/285984) |
| Colorado Impact GP LLC | Denver | Not listed | Not listed | Not listed | 2 | (303) 226-1717 | coloradoimpactfund.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/306203) |
| Cu Healthcare Innovation Management, LLC | Aurora | Not listed | Not listed | Not listed | 2 | (303) 724-1329 | cuvcfund.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/307949) |
| Edited Capital Management, LLC | Denver | Not listed | Not listed | Not listed | 2 | (720) 326-6938 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/327261) |
| Entrepreneur Equity Partners, LLC | Denver | Not listed | Not listed | Not listed | 2 | (303) 493-1671 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/345259) |
| Ftaexchange LTD | Denver | Not listed | Not listed | Not listed | 2 | (719) 694-3525 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/339632) |
| Grey Mountain Partners | Boulder | Not listed | Not listed | Not listed | 2 | (303) 449-5692 | greymountain.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/161116) |
| Innosphere Advisors, Inc. | Fort Collins | Not listed | Not listed | Not listed | 2 | (970) 817-4791 | innospherefund.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/288306) |
| Moxxie Ventures Management, LLC | Boulder | Not listed | Not listed | Not listed | 2 | (650) 485-1017 | moxxie.vc | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/305096) |
| Nexus Energy Partners | Denver | Not listed | Not listed | Not listed | 2 | (303) 320-1870 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/329387) |
| One Funds, LLC | Colorado Springs | Not listed | Not listed | Not listed | 2 | (719) 445-5050 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/331689) |
| One Thousand & One Voices Management, LLC | Parker | Not listed | Not listed | Not listed | 2 | (720) 236-8826 | 1k1v.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/173607) |
| Smoak Capital Management, LLC | Parker | Not listed | Not listed | Not listed | 2 | (864) 360-0384 | smoakcapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/293805) |
| Trailhead Capital | Denver | Not listed | Not listed | Not listed | 2 | (303) 543-0726 | trailheadcap.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/315272) |
| Unionrock Partners, LLC | Denver | Not listed | Not listed | Not listed | 2 | (720) 458-6944 | unionrock.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/314382) |
| Vault Fund LP | Boulder | Not listed | Not listed | Not listed | 2 | (415) 613-6532 | vaultfund.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/330694) |
| 1060 Capital, LLC | Denver | Not listed | Not listed | Not listed | 1 | (312) 361-3359 | 1060capitalmanagement.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/174763) |

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Source: [the SEC's Form ADV data files for investment advisers](https://www.sec.gov/data-research/sec-markets-data/information-about-registered-investment-advisers-exempt-reporting-advisers). 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](https://creativecommons.org/licenses/by/4.0/).