Adviser Record

Investment advisers in CO

356 SEC-registered firms · $1.31 trillion in regulatory assets · 38 reporting a disciplinary disclosure.

Form ADV data as of 2026-09-01

Cities

All firms

FirmCityAssetsDisclosures
1888 Investments, LLCDenver$5.91 billion0
325 Fillmore LLCDenver$103.8 million0
56 Capital Partners, LtdColorado Springs$113.3 million0
7twoDenver$230.4 million0
A & I Wealth ManagementLone Tree$560.0 million0
Accelerated Wealth Advisors LLCColorado Springs$180.5 million1
Acorn Creek Capital LLCFort Collins$488.7 million0
Advisors Asset Management, Inc.Monument$2.21 billion5
Aether Investment Partners, LLCLittleton$1.14 billion0
Agemy Wealth Advisors, LLCDever$130.5 million0
Alder Point Capital Management LLCLafayette$121.3 million0
Alpha Capital Family Office, LLCGreenwood Village$295.9 million0
Alpha Capital Management Group LLCDenver$734.4 million0
Alpine Wealth Advisors, LLCDenver$115.7 million1
Alps Advisors, Inc.Denver$38.83 billion0
Altius Financial, Inc.Denver$212.2 million0
Altus Wealth Group, LLCColorado Springs$620.1 million0
Apo Financial Services, LLCWestminster$124.3 million0
AqiLone Tree$107.9 million0
Arrowmark Asset Management, LLCDenver$224.4 million0
Arrowmark Colorado Holdings, LLCDenver$21.02 billion0
AscentrisDenver$121.8 million0
Ask DollyDenver$00
Aspen Grove Capital, LLCAvon$6.67 billion0
Aspen Wealth Strategies, LLCArvada$312.2 million0
Asset Management Group Investment Corp.Greenwood Village$151.2 million0
Avant Management LLCDenver$449.0 million0
Bam Wealth Management LLCLakewood$202.0 million0
Bason Asset ManagementLakewood$848.8 million0
Bauer Wealth Management Inc.Colorado Springs$205.9 million0
Bayswater Management Company LPDenver$991.5 million0
Bear Creek Asset Management, LLCDenver$5.19 billion0
Bear Creek Fund Advisors LLCDenver$282.5 million0
Bespoke AdvisoryEvergreen$284.0 million0
Best Life Infinity, LLCColorado Springs$48.2 million0
Black Swift Group, LLCBoulder$694.1 million0
Blue Heron CapitalEnglewood$102.2 million0
Blue Sky Asset Management, LLCEnglewood$98.6 million0
Bok Financial Private Wealth, Inc.Denver$3.72 billion2
Bonfire Financial, LLCColorado Springs$234.0 million0
Boulder Asset ManagementEnglewood$426.1 million0
Boulder Wealth Advisors, LLCBoulder$337.9 million0
Bow River Advisers, LLCDenver$1.16 billion2
Bow River CapitalDenver$4.20 billion0
Branzan Investment Advisors, Inc.Littleton$114.8 million0
Bright AdvisorsGreenwood Village$128.2 million0
Broadview Wealth PartnersBoulder$304.7 million0
Bruce G. Allen Investments, LLCDenver$258.1 million0
Bruni J V & CoColorado Springs$1.10 billion0
Bsw Wealth PartnersBoulder$2.24 billion0
Buck Wealth Strategies, LLCDenver$1.64 billion0
Bullseye Asset Management LLCDenver$183.9 million0
Butler Financial ServicesDenver$154.7 million0
Bxm Wealth LLCEnglewood$231.3 million0
Bz Wealth Advisors, LLCLittleton$26.0 million0
Callahan Capital ManagementSteamboat Springs$217.5 million0
Cambiar Investors, LLCDenver$2.92 billion0
Capital Asset Management, LLCDenver$208.8 million0
Capital Financial Group, Inc.Littleton$237.4 million0
Capital Investment Counsel, LLCDenver$1.35 billion0
Cascade Investment Group, Inc.Colorado Springs$419.9 million4
Causey Wealth LLCGreenwood Village$393.2 million0
Cdp Financial Group, LLCLittleton$100.5 million0
Cedarwood WealthHighlands Ranch$213.4 million0
Centerpiece Wealth AdvisorGreenwood Village$138.6 million0
Champion Capital LLCGreenwood$100,0000
Cherry Creek Family OfficesDenver$2.02 billion0
Cherry Creek Investment Advisors IncEnglewood$351.9 million2
Cimarron Wealth Management, Inc.Montrose$327.3 million0
Class Vi Family Office, LLCDenver$1.50 billion0
Class Vi Ventures, LLCDenver$14.9 million0
Clear Creek AdvisorsDenver$722.5 million0
Cohesion Wealth Management, LLCBroomfield$171.0 million0
Collegiate Peaks Asset Management, LLCDenver$365.1 million0
Collier Financial, IncDenver$160.5 million0
Colorado Capital ManagementBoulder$638.4 million0
Columbia Benefits, LLCDenver$116.2 million0
Consilium, LLCBoulder$215.0 million0
Cornerstone Investment Advisors, LLCBoulder$180.8 million0
Corundum Group, Inc.Colorado Springs$1.69 billion0
Cosner Financial Group, LLCWindsor$369.8 million0
Credentialed Wealth Advisors, LLCJohnstown$139.8 million0
Cresalta Investment Management, Inc.Greenwood Village$323.4 million0
Crescat Portfolio Management LLCDenver$536.1 million0
Crest Rock PartnersDenver$1.10 billion0
Crusonia Wealth Advisors LLCDenver$1.18 billion0
Cultivate Wealth PartnersBroomfield$125.3 million0
Deer Park Road Management Company, LPSteamboat Springs$3.52 billion4
Delta-v Capital, LLCDenver$1.57 billion0
Denver Pwm, LLCDenver$524.4 million0
Denver Wealth Management, Inc.Denver$529.8 million0
Destiny Capital CorporationDenver$382.2 million0
Dodds Wealth, LLCGreenwood Village$706.2 million0
Downing Street Wealth Management LLCGreenwood Village$175.6 million0
Dream U.S. Manager LLCDenver$1.04 billion0
Edgerock Wealth ManagementDenver$578.9 million0
Elderado Financial, IncMontrose$237.2 million0
Elevate Capital AdvisorsEagle$183.3 million0
Elevation Point Wealth Partners, LLCDenver$8.29 billion0
Elk River Wealth Management LLCDenver$971.3 million0
Emerald Hill Capital Partners Holdings LLCLakewood$476.0 million0
Empower Advisory Group, LLCGreenwood Village$195.43 billion5
Empower Capital Management, LLCGreenwood Village$77.96 billion1
Envoy Advisory Inc.Colorado Springs$615.0 million0
Essential Investment Partners, LLCEnglewood$223.0 million0
Evergreen Private WealthGreenwood Village$264.7 million0
Excellere PartnersDenver$2.26 billion0
Exceptional Wealth & Family OfficeColorado Springs$292.2 million0
Family Financial Solutions Group, LLCDurango$500.7 million0
Ffg Retirement CounselingCentennial$216.5 million0
Fi401k AdvisorsCentennial$915.0 million0
Fidelis Wealth AdvisorsCastle Rock$210.4 million0
Fiduciary Consulting GroupGreenwood Village$14.73 billion2
Financial Action, Inc.Monument$100.3 million0
Financial Mountain IncBoulder$111.3 million0
Financial Security Management, IncLakewood$611.5 million0
Financially Speaking IncGreenwood Village$164.8 million0
First Affirmative Financial Network LLCColorado Springs$905.2 million0
Fit Wealth ManagementCentennial$147.4 million0
Focused Alpha, LLCGreenwood Village$663.9 million0
Forty North WealthGlendale$350.6 million0
Forum Capital Advisors LLCDenver$815.2 million0
Forward WealthLone Tree$111.1 million0
Foundry Group, LLCBoulder$3.50 billion0
FpfocoFort Collins$151.7 million0
Freedom Funds Management CoDenver$1.90 billion0
Freif Advisors LLCDenver$569.9 million0
Frontrange Capital Advisers, LLCDenver$1.51 billion0
G&s Capital LLCDenver$475.6 million0
Gainline Financial Partners, LLCLouisville$348.6 million0
Gallacher Capital Management, LLCLone Tree$539.0 million0
Gallatin River Capital LLCLittleton$00
GatemoreAspen$239.5 million0
Gbg Wealth Management LLCLone Tree$23.8 million0
Geneos Wealth Management, Inc.Englewood$9.22 billion5
Ghp Investment Advisors IncDenver$3.06 billion0
Gill Capital PartnersDenver$862.4 million0
Gilpin Wealth Management LLCGolden$227.2 million0
Global Wealth Strategies and Associates, LLCDenver$457.0 million0
Green Alpha InvestmentsNiwot$253.9 million0
Griffis Residential Investment AdvisorGreenwood Village$1.85 billion0
Growstrong Wealth StrategiesFort Collins$127.0 million0
Gssg Solar, LLCDenver$103.4 million3
Harrison Street Private Wealth LLCDenver$4.14 billion0
Heirloom Wealth Management LLCGreenwood Village$1.11 billion0
Helm Investment Management, LLCDenver$370.8 million0
Higgins & Schmidt Wealth Strategies LLCDenver$279.5 million0
Highpass Asset Management LLCDenver$218.2 million0
Hinchley Advisory Group, LLCCentennial$193.1 million0
Hinds Financial Group IncLakewood$536.9 million0
Hoffmann HermansonDenver$183.0 million0
Horizon WealthDenver$147.2 million0
Ibex Investors LLCDenver$1.16 billion0
Icon Advisers, Inc.Greenwood Village$875.9 million0
Ima Advisory Services, Inc.Denver$3.90 billion0
Impact Capital Partners LLCGreenwood Village$625.6 million0
Impactfolio LLCDenver$288.9 million0
Infinium Investment Advisors, LLCDenver$152.4 million0
Innovative Financial, LLCLakewood$105.3 million0
Innovest Portfolio Solutions LLCDenver$00
Integra Financial, Inc.Greenwood Village$123.4 million0
Integrity Prosperity Security (Ips) Strategic CapitalDenver$90.9 million0
Integrity Wealth Solutions LLCDenver$369.0 million0
Intentional Wealth StrategiesColorado Springs$171.3 million0
Intergy Private Wealth, LLCColorado Springs$602.6 million0
Investment Management AssociatesGreenwood Village$810.0 million0
Investment Research CorpDenver$76.3 million3
Israel Investment Advisors, LLCDenver$96.3 million0
J.F. Williams Co., Inc.Denver$286.5 million0
Jackson Creek Investment Advisors LLCCastle Rock$349.0 million0
Jackson Wealth Management, LLCCastle Rock$107.0 million0
Janus Henderson InvestorsDenver$380.43 billion4
Jfg Family OfficeDenver$4.53 billion0
Jhp Wealth Management, LLCCentennial$223.8 million0
Jim Saulnier & Associates, LLCFort Collins$286.4 million0
Jpl Wealth Management, LLCGreenwood Village$587.9 million0
Jupiter Wealth Management, LLCGlendale$416.8 million0
Kelly IntelligenceDenver$81.7 million0
Keystone Financial ServicesLoveland$379.2 million0
Keystone Global Partners LLCDenver$580.5 million0
Kilterhowling LLCBoulder$292.9 million0
Kozak & Tripp Private Asset Management, Inc.Highlands Ranch$813.4 million3
Ksl Capital PartnersDenver$25.61 billion0
Lab Quantitative Strategies, LLCDenver$1.57 billion0
Lapis Advisers, LPDenver$789.5 million0
Larimer Capital CorporationDenver$169.9 million1
Lasalle Debt Investors, LLCDenver$384.7 million0
Legacy Wealth Partners, LLCLakewood$646.0 million0
Leh Ii Management LLCEnglewood$93.1 million0
Leh Iii Management LLCEnglewood$335.9 million0
Lincoln Energy Holdings LLCEnglewood$315.3 million0
Lion Equity Investment Advisors, LLCDenver$173.5 million2
Lord and RichardsHighlands Ranch$128.8 million0
Lotusgroup AdvisorsDenver$286.0 million0
Lotusgroup CapitalDenver$156.7 million0
Loyd Financial Management Inc.Centennial$133.5 million0
M.Z. Kark & Associates, IncDenver$369.6 million0
M4a3 LLCBoulder$322.0 million0
MagnifiBoulder$2.1 million1
Maia WealthDenver$973.0 million0
Mainline West Fund Manager LLCDenver$1.77 billion0
Manna Tree Partners, LLCDenver$816.2 million0
Marshall Investment Management, LLCGreenwood Village$298.0 million0
Marsico Capital Management, LLCDenver$4.26 billion0
Mathies Financial PartnersPueblo$104.0 million3
Mattern Capital Management, LLCLakewood$1.07 billion0
Maxq Asset Management LLCGreenwood Village$407.7 million0
Mcalvany Wealth Management, LLCDurango$224.2 million0
Meketa Capital, LLCDenver$106.6 million0
Mercer Advisors Private Asset Management, Inc.Denver$205.6 million0
Mercer Global Advisors Inc.Denver$84.40 billion2
Mica Creek Capital LLCSteamboat Springs$300.5 million0
Michaud Capital Management LLCDenver$2.44 billion0
Millennium Bridge CapitalDenver$716.9 million0
Monticello Associates, LLCDenver$00
Mountain Capital Investment Advisors IncWestminster$929.1 million0
Mountaingate Management Co., LLCDenver$1.49 billion0
Navigation Wealth ManagementFort Collins$103.2 million0
Nilsine Partners, LLCGreenwood Village$1.88 billion0
Noble Wealth Management P.B.C.Greenwood Village$400.5 million0
Noble Wealth PartnersDenver$118.5 million0
Northwood Investors LLCDenver$8.97 billion0
Nzs Capital LLCDenver$4.06 billion1
Oak Street InvestmentsGreenwood Village$125.5 million0
Oakwood Real Estate Partners, LLCDenver$540.2 million0
Obermeyer Wealth PartnersAspen$3.03 billion0
One Bow River Advisers, LLC.Colorado Springs$525.9 million0
Ophir Asset Management US LLCDenver$1.27 billion0
Origin Credit Advisers, LLCDenver$538.0 million0
Outbound FinancialBoulder$151.2 million0
Owl Creek Wealth PartnersDenver$602.3 million0
Paller Financial Services, Inc.Centennial$147.9 million0
Panorama Wealth AdvisorsGreenwood Village$133.7 million0
Paragon Capital ManagementDenver$1.32 billion0
Paralel Advisors LLCDenver$2.67 billion0
Paramount Associates Wealth ManagementGreenwood Village$146.5 million0
Parsonex Advisory Services, Inc.Englewood$271.3 million3
Pcm Encore, LLCAspen$1.94 billion0
Peace of Mind Financial Planning, IncColorado Springs$123.6 million0
Peak Asset Management, LLCLouisville$1.01 billion0
Peak Capital Management, LLCGreenwood Village$165.2 million1
Peak Financial AdvisorsDenver$268.8 million0
Peak Financial Management, Inc.Broomfield$109.4 million0
Peak Investment Advisors, Inc.Colorado Springs$234.6 million2
Peak Planning Group, LLCCentennial$710.0 million0
Perspective Wealth AdvisorsLoveland$158.0 million0
Peterson Financial Services LLCDenver$124.0 million0
Petra Financial Advisors IncColorado Springs$447.2 million0
Planwiser FinancialColorado Springs$169.1 million0
Platte River EquityDenver$1.50 billion0
Primark Advisors, LLCDenver$451.5 million0
Princeton Fund Advisors, LLCDenver$780.0 million0
Proprietary Capital, LLCDenver$651.8 million0
Protocol Wealth, LLCDenver$127.1 million0
Prudent Man Investment ManagementLousiville$390.2 million0
Ptma Investment AdvisorsDenver$104.24 billion0
Pulliam Family Office, LLCCrested Butte$141.7 million0
Pvg Asset Management CorpCentennial$624.9 million2
QuishBoulder$154.2 million0
Rallyday Partners, LLCDenver$384.1 million0
Ramsay Stattman Vela & Price IncColorado Springs$778.5 million0
Red Mountain Financial PartnersDurango$225.6 million0
Redefine Ventures LLCBoulder$1.28 billion0
Resolute Capital Asset Partners LLCDenver$380.9 million0
Resource Capital FundsDenver$1.76 billion0
Revelstoke Capital PartnersDenver$6.70 billion0
Ridgegate Advisors, LLCEnglewood$119.0 million1
Rigden Capital StrategiesEnglewood$168.9 million0
Rockwood Equity Partners LLCDenver$189.8 million0
Rosecap Investment Advisors, LLCGrand Junction$527.5 million0
Rosel Wealth Management, LLCHighlands Ranch$630.2 million0
Roubaix Capital, LLCDenver$298.9 million0
Rs Asset Management, LLCColorado Springs$107.2 million0
Rubicon Technology Management L.L.C.Boulder$4.84 billion0
Ryan InvestmentsBasalt$272.0 million0
Sachem Hill LLCDenver$1.18 billion0
Sagard Real Estate AdvisorsDenver$1.20 billion0
Sanctuary AdvisorsDenver$191.5 million3
Saturn Five Advisors LLCDenver$556.1 million0
Savvly AdvisorBoulder$75,2080
Schaefer Financial Management, Inc.Centennial$1.11 billion0
Scire Fund Iii Gp, LLCDenver$00
Seamount Financial Group IncColorado Springs$745.2 million0
Season Investments, LLCColorado Springs$159.7 million3
Semper Augustus Investments Group LLCHighlands Ranch$982.2 million0
Seneca Capital Management, LLCDenver$120.0 million0
Senior Tax Advisory Group, Inc.Colorado Springs$122.8 million0
Sharkey Howes & Javer IncDenver$1.13 billion0
Shearwater CapitalDenver$427.3 million0
Shelton Capital ManagementDenver$6.52 billion0
Shenandoah Energy Management, LLCHighlands Ranch$253.9 million0
Silverpeak Wealth AdvisorsBoulder$177.4 million0
Smith Capital Investors, LLCDenver$13.11 billion0
Snow Peak Capital, LLCBroomfield$174.3 million0
Snowball Wealth ManagementBoulder$139.3 million0
Sourcerock Group LLCDenver$3.11 billion3
Sprinkle Financial Consultants LLCLittleton$926.1 million0
Spruceview Capital Partners LLCDenver$2.34 billion0
Steele Street Private Wealth ManagementDenver$187.5 million0
Stone Creek Group, LLCEnglewood$250.6 million0
Stordahl Capital Management, Inc.Greenwood Village$675.9 million0
Summit Hill Wealth Management, LLCGreenwood Village$145.7 million0
Summit Wealth GroupColorado Springs$2.31 billion0
Summitpoint Capital ManagementLittleton$132.5 million0
Swan Capital Management, LLCDurango$1.30 billion0
Swan Global Investments, LLCDurango$2.39 billion0
Swan Wealth Advisors, LLCDurango$98.0 million0
Sweater Industries LLCBoulder$16.1 million0
Synergy CapitalFort Collins$98.8 million0
Synergy Financial Partners, LLCDenver$308.7 million0
Tandem Financial, LLCGreenwood Village$541.8 million0
The InstituteDenver$1.37 billion3
The Millstone Evans Group, LLCBoulder$893.3 million0
The Wealth Conservancy, Inc.Boulder$260.0 million0
The William Allan CorporationFort Collins$204.4 million0
Theory FinancialFort Collins$319.2 million0
Thornburg Bow River Advisers, LLC.Denver$224.2 million1
Three Peaks Capital Management, LLCCastle Rock$222.9 million0
Tier One Wealth ManagementLone Tree$154.0 million0
Tifin GiveBoulder$30.9 million1
Tillman Hartley LLCDenver$746.3 million0
Toro West Capital AdvisorsLouisville$245.7 million0
Towle & CoDenver$473.7 million0
TownsendWestminster$1.52 billion0
Trail Ridge Investment Advisors, LLCFort Collins$352.9 million0
Trailwise Financial Partners, LLCGolden$144.8 million0
Transamerica Asset Management, Inc.Denver$65.94 billion5
Trg Investment Advisors, LLCDenver$167.1 million0
Triumph Capital ManagementDenver$645.6 million0
Tucker Asset Management LLCLittleton$603.6 million0
Uniting Wealth PartnersDenver$934.6 million0
Unless Management LPBoulder$252.7 million0
Ux Wealth Partners LLCCentennial$1.87 billion0
Vanguard CapitalDenver$190.4 million4
Varra FinancialLouisville$305.6 million0
Ventana Private Wealth LLCDenver$158.6 million0
Vision Ridge Partners, LLCBoulder$6.11 billion0
Vital Investment Management LLCLoveland$283.9 million0
Wakefield Asset Management, LllpEnglewood$454.0 million0
Wakefield Wealth Management, LllpEnglewood$512.9 million0
Walker & Dunlop Investment Partners, Inc.Denver$2.70 billion0
Walnut Level Capital LLCDenver$119.2 million0
Wazee Street Capital Management LLCGreenwood Village$203.4 million0
Wealth Engineers, LLCDenver$117.6 million0
Wealth Watch Advisors, IncEnglewood$612.4 million1
Wealthbuilders InvestmentsGreenwood Village$172.6 million0
Welch Financial Planning, LLCBoulder$198.1 million0
West End Wealth Management, LLCDenver$170.4 million0
Western Wealth Management LLCGolden$5.36 billion1
Whipplewood Advisors, LLCLittleton$324.5 million0
White Hawk Wealth ManagementBroomfield$131.2 million0
Wisdom Wealth StrategiesGreenwood Village$190.5 million0
Woodbourne Capital Management International LPBoulder$1.98 billion0
World Capital Advisors, LLCDenver$72.0 million0
Wynkoop LLCGreenwood Village$1.22 billion0
Zidel Financial Inc.Breckenridge$159.6 million1