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Investment advisers in Colorado

351 SEC-registered advisers with a main office in Colorado, ordered by regulatory AUM.
FirmCityReg. AUMFunds
Accelerated Wealth Advisors LLCColorado Springs$180.5M3
Silverpeak Wealth Advisors, LLCBoulder$177.4M
Downing Street Wealth Management LLCGreenwood Village$175.6M
Lion Equity Investment Advisors, LLCDenver$173.5M3
Authentic Counsel, LLCGreenwood Village$172.6M2
Intentional Wealth StrategiesColorado Springs$171.3M
Cohesion Wealth Management, LLCBroomfield$171M
West End Wealth Management, LLCDenver$170.4M
Larimer Capital CorpDenver$169.9M
Planwiser Financial, LLCColorado Springs$169.1M
Rigden EnterprisesEnglewood$168.9M
Trg Investment Advisors, LLCDenver$167.1M
Peak Capital Management, LLCGreenwood Village$165.2M
Financially Speaking IncGreenwood Village$164.8M
Collier Financial, IncDenver$160.5M
Season Investments, LLCColorado Springs$159.7M
Zidel Financial, Inc.Breckenridge$159.6M
Ventana Private Wealth LLCDenver$158.6M
Perspective Wealth Advisors LLCLoveland$158M
Lotusgroup Capital, LLCDenver$156.7M4
Butler Financial Services, Inc.Denver$154.7M
Quish & Co. LLCBoulder$154.2M1
First Source Investment Partners, LLCLone Tree$154M
Infinium Investment Advisors, LLCDenver$152.4M
Financial Planning Fort Collins, LLCFort Collins$151.7M
Outbound Financial, Inc.Boulder$151.2M
Asset Management Group Investment Corp.Greenwood Village$151.2M18
Paller Financial Services, Inc.Centennial$147.9M
Fit Asset Management, LLCCentennial$147.4M
Horizon Wealth Investment Solutions LLCDenver$147.2M
Paramount Associates Wealth Management, LLCGreenwood Village$146.5M
Summit Hill Wealth Management, LLCGreenwood Village$145.7M
Trailwise Financial Partners, LLCGolden$144.8M
Pulliam Family Office, LLCCrested Butte$141.7M
Credentialed Wealth Advisors, LLCJohnstown$139.8M
Tnl Asset Management LLCBoulder$139.3M
Centerpiece Wealth Advisor L.L.C.Greenwood Village$138.6M
Panorama Wealth AdvisorsGreenwood Village$133.7M
Loyd Financial Management Inc.Centennial$133.5M
Summitpoint Capital ManagementLittleton$132.5M
Agemy Wealth Advisors, LLCDever$130.5M
Lord and Richards Wealth Management, LLCHighlands Ranch$128.8M
Bright Advisors, LLCGreenwood Village$128.2M
Protocol Wealth, LLCDenver$127.1M
Growstrong Wealth Strategies, LLCFort Collins$127M
Oak Street Investment Advisors, LLCGreenwood Village$125.5M7
Apo Financial Services, LLCWestminster$124.3M
Peterson Financial Services LLCDenver$124M
Peace of Mind Financial, IncColorado Springs$123.6M
Integra Financial, Inc.Greenwood Village$123.4M
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