EXPLORE THE DIRECTORY

Investment adviser firms in Colorado

Firms grouped by their reported public principal-office state. This does not establish current registration or include every branch office.

354 firms · Source months shown: July 2026 and August 2026

1888 INVESTMENTS, LLCCRD 312491 · DENVER, CO
$5,914,655,884.00Regulatory AUM · August 2026
325 FILLMORE LLCCRD 287625 · DENVER, CO
$103,751,644.00Regulatory AUM · August 2026
56 CAPITAL PARTNERS, LTDCRD 290938 · COLORADO SPRINGS, CO
$113,310,000.00Regulatory AUM · August 2026
A & I FINANCIAL SERVICES, LLCCRD 148357 · LONE TREE, CO
$559,998,114.00Regulatory AUM · August 2026
ACCELERATED WEALTH ADVISORS LLCCRD 170022 · COLORADO SPRINGS, CO
$180,488,828.00Regulatory AUM · August 2026
ACORN CREEK CAPITAL LLCCRD 325809 · FORT COLLINS, CO
$488,690,719.00Regulatory AUM · August 2026
ADVISORS ASSET MANAGEMENT, INC.CRD 46727 · MONUMENT, CO
$2,209,285,931.00Regulatory AUM · August 2026
AETHER INVESTMENT PARTNERS, LLCCRD 149742 · LITTLETON, CO
$1,144,962,980.00Regulatory AUM · August 2026
AGEMY WEALTH ADVISORS, LLCCRD 218512 · DEVER, CO
$130,500,000.00Regulatory AUM · August 2026
ALDER POINT CAPITAL MANAGEMENT LLCCRD 337839 · LAFAYETTE, CO
$121,307,020.00Regulatory AUM · August 2026
ALIGN IMPACT, LLCCRD 176516 · DENVER, CO
$715,391,755.00Regulatory AUM · July 2026
ALPHA CAPITAL FAMILY OFFICE, LLCCRD 307521 · GREENWOOD VILLAGE, CO
$295,926,405.00Regulatory AUM · August 2026
ALPHA CAPITAL MANAGEMENT GROUP LLCCRD 283624 · DENVER, CO
$734,390,429.00Regulatory AUM · August 2026
ALPINE WEALTH ADVISORS, LLCCRD 105433 · DENVER, CO
$115,671,012.00Regulatory AUM · August 2026
ALPS ADVISORS, INC.CRD 134340 · DENVER, CO
$38,832,034,748.00Regulatory AUM · August 2026
ALTIUS FINANCIAL, INC.CRD 113268 · DENVER, CO
$212,179,837.00Regulatory AUM · August 2026
ALTUS WEALTH GROUP, LLCCRD 287848 · COLORADO SPRINGS, CO
$620,059,219.00Regulatory AUM · August 2026
APO FINANCIAL SERVICES, LLCCRD 297647 · WESTMINSTER, CO
$124,251,289.00Regulatory AUM · August 2026
APPLIED QUANTITATIVE INVESTMENTS LLCCRD 339159 · LONE TREE, CO
$107,861,049.00Regulatory AUM · August 2026
ARROWMARK ASSET MANAGEMENT, LLCCRD 307161 · DENVER, CO
$224,437,987.00Regulatory AUM · August 2026
ARROWMARK COLORADO HOLDINGS, LLCCRD 149120 · DENVER, CO
$21,020,442,509.00Regulatory AUM · August 2026
ASCENTRIS, LLCCRD 154814 · DENVER, CO
$121,799,752.00Regulatory AUM · August 2026
ASK DOLLY, LLCCRD 337843 · DENVER, CO
Not availableRegulatory AUM · August 2026
ASPEN GROVE CAPITAL, LLCCRD 158166 · AVON, CO
$6,669,946,419.00Regulatory AUM · August 2026
ASPEN WEALTH STRATEGIES, LLCCRD 307424 · ARVADA, CO
$312,179,003.00Regulatory AUM · August 2026
ASSET MANAGEMENT GROUP INVESTMENT CORP.CRD 168369 · GREENWOOD VILLAGE, CO
$151,216,832.00Regulatory AUM · August 2026
AUTHENTIC COUNSEL, LLCCRD 173306 · GREENWOOD VILLAGE, CO
$172,621,305.00Regulatory AUM · August 2026
AVANT MANAGEMENT LLCCRD 330991 · DENVER, CO
$449,012,484.00Regulatory AUM · August 2026
BAM WEALTH MANAGEMENT LLCCRD 330237 · LAKEWOOD, CO
$201,993,089.00Regulatory AUM · August 2026
BASON ASSET MANAGEMENT LLCCRD 165450 · LAKEWOOD, CO
$848,804,132.00Regulatory AUM · August 2026
BAUER WEALTH MANAGEMENT INC.CRD 152977 · COLORADO SPRINGS, CO
$205,933,923.00Regulatory AUM · August 2026
BAYSWATER MANAGEMENT COMPANY LPCRD 285290 · DENVER, CO
$991,480,270.00Regulatory AUM · August 2026
BEAR CREEK ASSET MANAGEMENT, LLCCRD 137677 · DENVER, CO
$5,188,928,260.00Regulatory AUM · August 2026
BEAR CREEK FUND ADVISORS LLCCRD 329844 · DENVER, CO
$282,522,030.00Regulatory AUM · August 2026
BESPOKE ADVISORY LLCCRD 323909 · EVERGREEN, CO
$284,040,176.00Regulatory AUM · August 2026
BEST LIFE INFINITY, LLCCRD 319232 · COLORADO SPRINGS, CO
$48,243,173.00Regulatory AUM · August 2026
BHC WEALTH MANAGEMENT, LLCCRD 339475 · ENGLEWOOD, CO
$102,210,253.00Regulatory AUM · August 2026
BLACK SWIFT GROUP, LLCCRD 286084 · BOULDER, CO
$694,068,325.00Regulatory AUM · August 2026
BLUE SKY ASSET MANAGEMENT, LLCCRD 167686 · ENGLEWOOD, CO
$98,569,414.00Regulatory AUM · August 2026
BOK FINANCIAL PRIVATE WEALTH, INC.CRD 106733 · DENVER, CO
$3,721,645,853.00Regulatory AUM · August 2026
BONFIRE FINANCIAL, LLCCRD 288522 · COLORADO SPRINGS, CO
$233,998,032.00Regulatory AUM · August 2026
BOULDER WEALTH ADVISORS, LLCCRD 115069 · BOULDER, CO
$337,921,423.00Regulatory AUM · August 2026
BOW RIVER ADVISERS, LLCCRD 325285 · DENVER, CO
$1,161,615,423.00Regulatory AUM · August 2026
BOW RIVER ASSET MANAGEMENT, LLCCRD 156765 · DENVER, CO
$4,195,104,249.00Regulatory AUM · August 2026
BRANZAN INVESTMENT ADVISORS, INC.CRD 120783 · LITTLETON, CO
$114,761,548.00Regulatory AUM · August 2026
BRIGHT ADVISORS, LLCCRD 338693 · GREENWOOD VILLAGE, CO
$128,231,307.00Regulatory AUM · August 2026
BROADVIEW WEALTH PARTNERS, LLCCRD 335028 · BOULDER, CO
$304,671,215.00Regulatory AUM · August 2026
BRUCE G. ALLEN INVESTMENTS, LLCCRD 287859 · DENVER, CO
$258,147,622.00Regulatory AUM · August 2026
BRUNI J V & COCRD 106644 · COLORADO SPRINGS, CO
$1,097,907,374.00Regulatory AUM · August 2026
BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATIONCRD 107485 · BOULDER, CO
$2,240,104,568.00Regulatory AUM · August 2026
BUCK WEALTH STRATEGIES, LLCCRD 322138 · DENVER, CO
$1,642,992,371.00Regulatory AUM · August 2026
BULLSEYE ASSET MANAGEMENT LLCCRD 153990 · DENVER, CO
$183,943,498.00Regulatory AUM · August 2026
BUTLER FINANCIAL SERVICES, INC.CRD 118244 · DENVER, CO
$154,662,250.00Regulatory AUM · August 2026
BXM WEALTH LLCCRD 332544 · ENGLEWOOD, CO
$231,272,900.00Regulatory AUM · August 2026
BZ WEALTH ADVISORS, LLCCRD 335978 · LITTLETON, CO
$26,026,206.00Regulatory AUM · August 2026
CALLAHAN CAPITAL MANAGEMENT INCCRD 110568 · STEAMBOAT SPRINGS, CO
$217,474,510.00Regulatory AUM · August 2026
CAMBIAR INVESTORS, LLCCRD 115093 · DENVER, CO
$2,923,412,105.00Regulatory AUM · August 2026
CAPITAL ASSET MANAGEMENT, LLCCRD 284505 · DENVER, CO
$208,812,237.00Regulatory AUM · August 2026
CAPITAL FINANCIAL GROUP, INC.CRD 111709 · LITTLETON, CO
$237,367,874.00Regulatory AUM · August 2026
CAPITAL INVESTMENT COUNSEL, LLCCRD 328472 · DENVER, CO
$1,351,761,173.00Regulatory AUM · August 2026
CASCADE INVESTMENT GROUP, INC.CRD 35844 · COLORADO SPRINGS, CO
$419,864,095.00Regulatory AUM · August 2026
CAUSEY WEALTH LLCCRD 331134 · GREENWOOD VILLAGE, CO
$393,201,010.00Regulatory AUM · August 2026
CCM PARTNERS, LPCRD 104720 · DENVER, CO
$6,522,231,948.00Regulatory AUM · August 2026
CDKV HOLDINGS LLCCRD 299856 · DENVER, CO
$187,524,263.00Regulatory AUM · August 2026
CDP FINANCIAL GROUP, LLCCRD 155725 · LITTLETON, CO
$100,463,661.00Regulatory AUM · August 2026
CEDARWOOD WEALTH LLCCRD 334756 · HIGHLANDS RANCH, CO
$213,419,865.00Regulatory AUM · August 2026
CENTERPIECE WEALTH ADVISOR L.L.C.CRD 296956 · GREENWOOD VILLAGE, CO
$138,597,000.00Regulatory AUM · August 2026
CHERRY CREEK FAMILY OFFICES, LLCCRD 156310 · DENVER, CO
$2,022,261,509.00Regulatory AUM · August 2026
CHERRY CREEK INVESTMENT ADVISORS INCCRD 107426 · ENGLEWOOD, CO
$351,940,264.00Regulatory AUM · August 2026
CIMARRON WEALTH MANAGEMENT, INC.CRD 299627 · MONTROSE, CO
$327,341,067.00Regulatory AUM · August 2026
CLASS VI FAMILY OFFICE, LLCCRD 285035 · DENVER, CO
$1,498,011,942.00Regulatory AUM · August 2026
CLASS VI VENTURES, LLCCRD 328904 · DENVER, CO
$14,904,815.00Regulatory AUM · August 2026
CLEAR CREEK WEALTH MANAGEMENT, LLCCRD 288335 · DENVER, CO
$722,477,179.00Regulatory AUM · August 2026
COHESION WEALTH MANAGEMENT, LLCCRD 308980 · BROOMFIELD, CO
$170,970,225.00Regulatory AUM · August 2026
COLLEGIATE PEAKS ASSET MANAGEMENT, LLCCRD 322086 · DENVER, CO
$365,105,305.00Regulatory AUM · August 2026
COLLIER FINANCIAL, INCCRD 175207 · DENVER, CO
$160,507,524.00Regulatory AUM · August 2026
COLORADO CAPITAL MANAGEMENT, INC.CRD 114011 · BOULDER, CO
$638,376,461.00Regulatory AUM · August 2026
COLUMBIA BENEFITS, LLCCRD 132261 · DENVER, CO
$116,170,423.00Regulatory AUM · August 2026
CONSILIUM, LLCCRD 304503 · BOULDER, CO
$215,033,000.00Regulatory AUM · August 2026
CORNERSTONE INVESTMENT ADVISORS, LLCCRD 116447 · BOULDER, CO
$180,835,242.00Regulatory AUM · August 2026
CORUNDUM GROUP, INC.CRD 106490 · COLORADO SPRINGS, CO
$1,694,340,444.00Regulatory AUM · August 2026
COSNER FINANCIAL GROUP, LLCCRD 147942 · WINDSOR, CO
$369,813,121.00Regulatory AUM · August 2026
CREDENTIALED WEALTH ADVISORS, LLCCRD 312517 · JOHNSTOWN, CO
$139,848,519.00Regulatory AUM · August 2026
CRESALTA INVESTMENT MANAGEMENT, INC.CRD 339872 · GREENWOOD VILLAGE, CO
$323,400,000.00Regulatory AUM · August 2026
CRESCAT PORTFOLIO MANAGEMENT LLCCRD 139620 · DENVER, CO
$536,060,213.00Regulatory AUM · August 2026
CREST ROCK MANAGEMENT COMPANY LPCRD 305101 · DENVER, CO
$1,101,416,446.00Regulatory AUM · August 2026
CRUSONIA WEALTH ADVISORS LLCCRD 330057 · DENVER, CO
$1,178,351,846.00Regulatory AUM · August 2026
CULTIVATE WEALTH PARTNERS LLCCRD 340314 · BROOMFIELD, CO
Not availableRegulatory AUM · August 2026
DEER PARK ROAD MANAGEMENT COMPANY, LPCRD 140370 · STEAMBOAT SPRINGS, CO
$3,515,813,209.00Regulatory AUM · August 2026
DELTA-V CAPITAL, LLCCRD 161800 · DENVER, CO
$1,567,169,497.00Regulatory AUM · August 2026
DENVER PWM, LLCCRD 171139 · DENVER, CO
$524,370,341.00Regulatory AUM · August 2026
DENVER WEALTH MANAGEMENT, INC.CRD 284868 · DENVER, CO
$529,782,138.00Regulatory AUM · August 2026
DESTINY CAPITAL CORPORATIONCRD 111196 · DENVER, CO
$382,199,911.00Regulatory AUM · August 2026
DODDS WEALTH, LLCCRD 323632 · GREENWOOD VILLAGE, CO
$706,175,885.00Regulatory AUM · August 2026
DOWNING STREET WEALTH MANAGEMENT LLCCRD 152983 · GREENWOOD VILLAGE, CO
$175,603,765.00Regulatory AUM · August 2026
DREAM U.S. MANAGER LLCCRD 314547 · DENVER, CO
$1,040,201,358.00Regulatory AUM · August 2026
EC VENTURES V LLCCRD 340444 · COLORADO SPRINGS, CO
$292,181,992.00Regulatory AUM · August 2026
EDGEROCK CAPITAL LLCCRD 312325 · DENVER, CO
$578,894,175.00Regulatory AUM · August 2026
ELDERADO FINANCIAL, INCCRD 112908 · MONTROSE, CO
$237,228,760.00Regulatory AUM · August 2026
ELEVATE CAPITAL ADVISORS, INC.CRD 288190 · EAGLE, CO
$183,285,397.00Regulatory AUM · August 2026