Investment adviser firms in Colorado · Page 2
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
- ELEVATION POINT WEALTH PARTNERS, LLCCRD 137068 · DENVER, CO$8,290,502,368.00Regulatory AUM · August 2026
- ELK RIVER WEALTH MANAGEMENT LLCCRD 307263 · DENVER, CO$971,278,241.00Regulatory AUM · August 2026
- EMERALD HILL CAPITAL PARTNERS HOLDINGS, LLCCRD 298843 · LAKEWOOD, CO$475,955,267.00Regulatory AUM · August 2026
- EMPOWER ADVISORY GROUP, LLCCRD 112058 · GREENWOOD VILLAGE, CO$195,426,321,479.00Regulatory AUM · August 2026
- EMPOWER CAPITAL MANAGEMENT, LLCCRD 107272 · GREENWOOD VILLAGE, CO$77,957,342,110.00Regulatory AUM · August 2026
- ENVOY ADVISORY INC.CRD 306559 · COLORADO SPRINGS, CO$614,952,466.00Regulatory AUM · August 2026
- ESSENTIAL INVESTMENT PARTNERS, LLCCRD 149509 · ENGLEWOOD, CO$222,966,333.00Regulatory AUM · August 2026
- EVERGREEN PRIVATE WEALTH LLCCRD 324777 · GREENWOOD VILLAGE, CO$264,725,460.00Regulatory AUM · August 2026
- EVERWEST ADVISORS LLCCRD 167125 · DENVER, CO$1,200,781,013.00Regulatory AUM · August 2026
- EXCELLERE CAPITAL MANAGEMENT LLCCRD 142904 · DENVER, CO$2,255,352,333.00Regulatory AUM · August 2026
- FAMILY FINANCIAL SOLUTIONS GROUP, LLCCRD 172725 · DURANGO, CO$500,744,069.00Regulatory AUM · August 2026
- FFG RETIREMENT ADVISORS LLCCRD 308305 · CENTENNIAL, CO$216,470,615.00Regulatory AUM · August 2026
- FI401K ADVISORS, LLCCRD 168408 · CENTENNIAL, CO$914,955,513.00Regulatory AUM · August 2026
- FIDELIS WEALTH ADVISORS, LLCCRD 292551 · CASTLE ROCK, CO$210,405,970.00Regulatory AUM · August 2026
- FINANCIAL ACTION, INC.CRD 140285 · MONUMENT, CO$100,278,633.00Regulatory AUM · August 2026
- FINANCIAL MOUNTAIN INCCRD 108489 · BOULDER, CO$111,337,000.00Regulatory AUM · August 2026
- FINANCIAL PLANNING FORT COLLINS, LLCCRD 283890 · FORT COLLINS, CO$151,700,000.00Regulatory AUM · August 2026
- FINANCIAL SECURITY MANAGEMENT, INCCRD 116570 · LAKEWOOD, CO$611,525,004.00Regulatory AUM · August 2026
- FINANCIALLY SPEAKING INCCRD 106255 · GREENWOOD VILLAGE, CO$164,782,668.00Regulatory AUM · August 2026
- FIRST AFFIRMATIVE FINANCIAL NETWORK LLCCRD 109036 · COLORADO SPRINGS, CO$905,216,708.00Regulatory AUM · August 2026
- FIRST SOURCE INVESTMENT PARTNERS, LLCCRD 322893 · LONE TREE, CO$154,027,837.00Regulatory AUM · August 2026
- FIT ASSET MANAGEMENT, LLCCRD 281494 · CENTENNIAL, CO$147,354,417.00Regulatory AUM · August 2026
- FOCUSED ALPHA, LLCCRD 310591 · GREENWOOD VILLAGE, CO$663,949,974.00Regulatory AUM · August 2026
- FORUM CAPITAL ADVISORS LLCCRD 297582 · DENVER, CO$815,199,950.00Regulatory AUM · August 2026
- FOUNDRY GROUP, LLCCRD 159541 · BOULDER, CO$3,499,682,094.00Regulatory AUM · August 2026
- FREEDOM FUNDS MANAGEMENT COCRD 110785 · DENVER, CO$1,904,351,438.00Regulatory AUM · August 2026
- FREIF ADVISORS LLCCRD 340426 · DENVER, CO$569,923,542.00Regulatory AUM · August 2026
- FRONTRANGE CAPITAL ADVISERS, LLCCRD 162388 · DENVER, CO$1,509,404,706.00Regulatory AUM · August 2026
- G&S CAPITAL LLCCRD 171033 · DENVER, CO$475,619,241.00Regulatory AUM · August 2026
- GAINLINE FINANCIAL PARTNERS, LLCCRD 326716 · LOUISVILLE, CO$348,643,115.00Regulatory AUM · August 2026
- GALLACHER CAPITAL LLCCRD 339154 · LONE TREE, CO$111,061,179.00Regulatory AUM · August 2026
- GALLACHER CAPITAL MANAGEMENT LLCCRD 113189 · LONE TREE, CO$539,000,822.00Regulatory AUM · August 2026
- GATEMORE CAPITAL MANAGEMENT LPCRD 332864 · ASPEN, CO$239,470,567.00Regulatory AUM · August 2026
- GBG WEALTH MANAGEMENT LLCCRD 333368 · LONE TREE, CO$23,761,917.00Regulatory AUM · August 2026
- GENEOS WEALTH MANAGEMENT, INC.CRD 120894 · ENGLEWOOD, CO$9,217,163,038.00Regulatory AUM · August 2026
- GHP INVESTMENT ADVISORS INCCRD 107563 · DENVER, CO$3,063,634,584.00Regulatory AUM · August 2026
- GILL CAPITAL PARTNERS, LLCCRD 14559 · DENVER, CO$862,369,047.00Regulatory AUM · August 2026
- GILPIN WEALTH MANAGEMENT LLCCRD 311336 · GOLDEN, CO$227,216,997.00Regulatory AUM · August 2026
- GLOBAL WEALTH STRATEGIES AND ASSOCIATES, LLCCRD 316072 · DENVER, CO$456,960,110.00Regulatory AUM · August 2026
- GREEN ALPHA ADVISORS, LLCCRD 144413 · NIWOT, CO$253,901,033.00Regulatory AUM · August 2026
- GRIFFIS RESIDENTIAL INVESTMENT ADVISORCRD 166201 · GREENWOOD VILLAGE, CO$1,854,943,736.00Regulatory AUM · August 2026
- GROWSTRONG WEALTH STRATEGIES, LLCCRD 308299 · FORT COLLINS, CO$127,012,000.00Regulatory AUM · August 2026
- GSSG SOLAR, LLCCRD 307493 · DENVER, CO$103,378,745.00Regulatory AUM · August 2026
- HARRISON STREET PRIVATE WEALTH LLCCRD 143857 · DENVER, CO$4,138,608,256.00Regulatory AUM · August 2026
- HEIRLOOM WEALTH MANAGEMENT LLCCRD 292277 · GREENWOOD VILLAGE, CO$1,108,279,134.00Regulatory AUM · August 2026
- HELM INVESTMENT MANAGEMENT, LLCCRD 141773 · DENVER, CO$370,848,650.00Regulatory AUM · August 2026
- HFG COLORADO, INC.CRD 113511 · GREENWOOD VILLAGE, CO$108,767,232.00Regulatory AUM · August 2026
- HIGGINS & SCHMIDT WEALTH STRATEGIES LLCCRD 286063 · DENVER, CO$279,455,572.00Regulatory AUM · August 2026
- HIGHPASS ASSET MANAGEMENT LLCCRD 159535 · DENVER, CO$218,216,975.00Regulatory AUM · August 2026
- HINCHLEY ADVISORY GROUP, LLCCRD 157860 · CENTENNIAL, CO$193,080,000.00Regulatory AUM · August 2026
- HINDS FINANCIAL GROUP INCCRD 129971 · LAKEWOOD, CO$536,898,649.00Regulatory AUM · August 2026
- HOFFMANN HERMANSON LLCCRD 130484 · DENVER, CO$183,000,000.00Regulatory AUM · August 2026
- HORIZON WEALTH INVESTMENT SOLUTIONS LLCCRD 333752 · DENVER, CO$147,239,402.00Regulatory AUM · August 2026
- IBEX INVESTORS LLCCRD 126496 · DENVER, CO$1,160,462,894.00Regulatory AUM · August 2026
- ICON ADVISERS, INC.CRD 108268 · GREENWOOD VILLAGE, CO$875,902,913.00Regulatory AUM · August 2026
- IMA ADVISORY SERVICES, INC.CRD 112091 · DENVER, CO$3,904,795,950.00Regulatory AUM · August 2026
- IMPACT CAPITAL PARTNERS LLCCRD 329616 · GREENWOOD VILLAGE, CO$625,639,266.00Regulatory AUM · August 2026
- IMPACTFOLIO LLCCRD 291716 · DENVER, CO$288,881,574.00Regulatory AUM · August 2026
- INFINIUM INVESTMENT ADVISORS, LLCCRD 149123 · DENVER, CO$152,443,632.00Regulatory AUM · August 2026
- INNOVATIVE FINANCIAL, LLCCRD 127469 · LAKEWOOD, CO$105,290,978.00Regulatory AUM · August 2026
- INNOVEST PORTFOLIO SOLUTIONS LLCCRD 106110 · DENVER, CONot availableRegulatory AUM · August 2026
- INSTITUTE FOR WEALTH MANAGEMENT LLCCRD 127207 · DENVER, CO$1,370,272,066.00Regulatory AUM · August 2026
- INTEGRA FINANCIAL, INC.CRD 113422 · GREENWOOD VILLAGE, CO$123,404,680.00Regulatory AUM · August 2026
- INTEGRITY WEALTH SOLUTIONS LLCCRD 284862 · DENVER, CO$368,982,905.00Regulatory AUM · August 2026
- INTENTIONAL WEALTH STRATEGIESCRD 327743 · COLORADO SPRINGS, CO$171,262,114.00Regulatory AUM · August 2026
- INTERGY PRIVATE WEALTH, LLCCRD 315698 · COLORADO SPRINGS, CO$602,618,422.00Regulatory AUM · August 2026
- INVESTMENT MANAGEMENT ASSOCIATES, INC.CRD 110900 · GREENWOOD VILLAGE, CO$809,975,042.00Regulatory AUM · August 2026
- INVESTMENT RESEARCH CORPCRD 108208 · DENVER, CO$76,319,944.00Regulatory AUM · August 2026
- ISRAEL INVESTMENT ADVISORS, LLCCRD 153952 · DENVER, CO$96,302,348.00Regulatory AUM · August 2026
- IWP WEALTH MANAGEMENT LLCCRD 136314 · DENVER, CO$4,317,878,813.00Regulatory AUM · July 2026
- J.F. WILLIAMS CO., INC.CRD 113569 · DENVER, CO$286,482,879.00Regulatory AUM · August 2026
- JACKSON CREEK INVESTMENT ADVISORS LLCCRD 309116 · CASTLE ROCK, CO$348,959,797.00Regulatory AUM · August 2026
- JACKSON WEALTH MANAGEMENT, LLCCRD 310496 · CASTLE ROCK, CO$107,026,630.00Regulatory AUM · August 2026
- JANUS HENDERSON INVESTORS US LLCCRD 104652 · DENVER, CO$380,428,751,746.00Regulatory AUM · August 2026
- JHP WEALTH MANAGEMENT, LLCCRD 298784 · CENTENNIAL, CO$223,829,473.00Regulatory AUM · August 2026
- JIM SAULNIER & ASSOCIATES, LLCCRD 169889 · FORT COLLINS, CO$286,384,613.00Regulatory AUM · August 2026
- JOHNSON FINANCIAL GROUP LLCCRD 125101 · DENVER, CO$4,529,119,285.00Regulatory AUM · August 2026
- JPL WEALTH MANAGEMENT, LLCCRD 328474 · GREENWOOD VILLAGE, CO$587,948,392.00Regulatory AUM · August 2026
- JUPITER WEALTH MANAGEMENT, LLCCRD 299220 · GLENDALE, CO$416,822,830.00Regulatory AUM · August 2026
- KELLY STRATEGIC MANAGEMENT, LLCCRD 315259 · DENVER, CO$81,658,352.00Regulatory AUM · August 2026
- KEYSTONE FINANCIAL SERVICESCRD 310623 · LOVELAND, CO$379,246,547.00Regulatory AUM · August 2026
- KEYSTONE GLOBAL PARTNERS LLCCRD 153147 · DENVER, CO$580,530,365.00Regulatory AUM · August 2026
- KILTERHOWLING LLCCRD 169684 · BOULDER, CO$292,860,794.00Regulatory AUM · August 2026
- KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC.CRD 298353 · HIGHLANDS RANCH, CO$813,359,043.00Regulatory AUM · August 2026
- KSL ADVISORS, LLCCRD 155677 · DENVER, CO$25,611,898,133.00Regulatory AUM · August 2026
- LAB QUANTITATIVE STRATEGIES, LLCCRD 312409 · DENVER, CO$1,566,601,726.00Regulatory AUM · August 2026
- LAPIS ADVISERS, LPCRD 153710 · DENVER, CO$789,460,902.00Regulatory AUM · August 2026
- LARIMER CAPITAL CORPCRD 18189 · DENVER, CO$169,920,671.00Regulatory AUM · August 2026
- LASALLE DEBT INVESTORSCRD 158422 · DENVER, CO$384,707,295.00Regulatory AUM · August 2026
- LEGACY WEALTH PARTNERS, LLCCRD 333032 · LAKEWOOD, CO$646,023,157.00Regulatory AUM · August 2026
- LEH II MANAGEMENT LLCCRD 328785 · ENGLEWOOD, CO$93,096,259.00Regulatory AUM · August 2026
- LINCOLN ENERGY HOLDINGS LLCCRD 333026 · ENGLEWOOD, CO$315,258,656.00Regulatory AUM · August 2026
- LION EQUITY INVESTMENT ADVISORS, LLCCRD 283404 · DENVER, CO$173,464,223.00Regulatory AUM · August 2026
- LORD AND RICHARDS WEALTH MANAGEMENT, LLCCRD 328907 · HIGHLANDS RANCH, CO$128,761,154.00Regulatory AUM · August 2026
- LOTUSGROUP ADVISORS, LLCCRD 143379 · DENVER, CO$286,036,049.00Regulatory AUM · August 2026
- LOTUSGROUP CAPITAL, LLCCRD 298973 · DENVER, CO$156,689,707.00Regulatory AUM · August 2026
- LOYD FINANCIAL MANAGEMENT INC.CRD 112236 · CENTENNIAL, CO$133,543,388.00Regulatory AUM · August 2026
- M.Z. KARK & ASSOCIATES, INCCRD 106627 · DENVER, CO$369,638,942.00Regulatory AUM · August 2026
- M4A3 LLCCRD 336172 · BOULDER, CO$322,035,401.00Regulatory AUM · August 2026
- MAGNIFI LLCCRD 309397 · BOULDER, CO$2,115,520.00Regulatory AUM · August 2026