Investment adviser firms in Colorado · Page 4
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: August 2026
- STORDAHL CAPITAL MANAGEMENT, INC.CRD 287916 · GREENWOOD VILLAGE, CO$675,912,374.00Regulatory AUM · August 2026
- SUMMIT HILL WEALTH MANAGEMENT, LLCCRD 296740 · GREENWOOD VILLAGE, CO$145,673,103.00Regulatory AUM · August 2026
- SUMMIT WEALTH GROUP LLCCRD 335242 · COLORADO SPRINGS, CO$2,306,090,776.00Regulatory AUM · August 2026
- SUMMITPOINT CAPITAL MANAGEMENTCRD 336856 · LITTLETON, CO$132,504,048.00Regulatory AUM · August 2026
- SWAN CAPITAL MANAGEMENT, LLCCRD 164280 · DURANGO, CO$1,300,855,577.00Regulatory AUM · August 2026
- SWAN GLOBAL INVESTMENTS, LLCCRD 114669 · DURANGO, CO$2,388,188,410.00Regulatory AUM · August 2026
- SWAN WEALTH ADVISORS, LLCCRD 292755 · DURANGO, CO$98,043,665.00Regulatory AUM · August 2026
- SWEATER INDUSTRIES LLCCRD 317749 · BOULDER, CO$16,149,770.00Regulatory AUM · August 2026
- SYNERGY CAPITAL OF COLORADO LLCCRD 334117 · FORT COLLINS, CO$98,808,607.00Regulatory AUM · August 2026
- SYNERGY FINANCIAL PARTNERS, LLCCRD 305287 · DENVER, CO$308,697,230.00Regulatory AUM · August 2026
- TANDEM FINANCIAL, LLCCRD 292565 · GREENWOOD VILLAGE, CO$541,816,993.00Regulatory AUM · August 2026
- THE MILLSTONE EVANS GROUP, LLCCRD 311142 · BOULDER, CO$893,343,036.00Regulatory AUM · August 2026
- THE STONE CREEK GROUP, LLCCRD 182512 · ENGLEWOOD, CO$250,599,719.00Regulatory AUM · August 2026
- THE WEALTH CONSERVANCY, INC.CRD 112024 · BOULDER, CO$260,006,850.00Regulatory AUM · August 2026
- THE WILLIAM ALLAN CORPORATIONCRD 133147 · FORT COLLINS, CO$204,438,799.00Regulatory AUM · August 2026
- THEORY FINANCIAL LLCCRD 304084 · FORT COLLINS, CO$319,240,651.00Regulatory AUM · August 2026
- THORNBURG BOW RIVER ADVISERS, LLC.CRD 332879 · DENVER, CO$224,165,696.00Regulatory AUM · August 2026
- THREE PEAKS CAPITAL MANAGEMENT, LLCCRD 127402 · CASTLE ROCK, CO$222,869,514.00Regulatory AUM · August 2026
- TIFIN GIVE INC.CRD 313261 · BOULDER, CO$30,928,756.00Regulatory AUM · August 2026
- TILLMAN HARTLEY LLCCRD 109479 · DENVER, CO$746,347,000.00Regulatory AUM · August 2026
- TNL ASSET MANAGEMENT LLCCRD 137419 · BOULDER, CO$139,304,000.00Regulatory AUM · August 2026
- TORO WEST CAPITAL ADVISORS, LLCCRD 331265 · LOUISVILLE, CO$245,672,052.00Regulatory AUM · August 2026
- TOWLE & COCRD 110862 · DENVER, CO$473,654,492.00Regulatory AUM · August 2026
- TOWNSEND & ASSOCIATES, INC.CRD 113681 · WESTMINSTER, CO$1,520,130,422.00Regulatory AUM · August 2026
- TRAIL RIDGE INVESTMENT ADVISORS, LLCCRD 284741 · FORT COLLINS, CO$352,912,500.00Regulatory AUM · August 2026
- TRAILWISE FINANCIAL PARTNERS, LLCCRD 323530 · GOLDEN, CO$144,773,386.00Regulatory AUM · August 2026
- TRANSAMERICA ASSET MANAGEMENT, INC.CRD 107376 · DENVER, CO$65,942,646,033.00Regulatory AUM · August 2026
- TRG INVESTMENT ADVISORS, LLCCRD 315629 · DENVER, CO$167,124,586.00Regulatory AUM · August 2026
- TRIUMPH CAPITAL MANAGEMENTCRD 282814 · DENVER, CO$645,574,582.00Regulatory AUM · August 2026
- TUCKER ASSET MANAGEMENT LLCCRD 174844 · LITTLETON, CO$603,562,776.00Regulatory AUM · August 2026
- UNITING WEALTH PARTNERS LLCCRD 332317 · DENVER, CO$934,628,831.00Regulatory AUM · August 2026
- UX WEALTH PARTNERS LLCCRD 308983 · CENTENNIAL, CO$1,866,763,394.00Regulatory AUM · August 2026
- VANGUARD CAPITAL WEALTH ADVISORS, LLCCRD 285052 · DENVER, CO$190,406,969.00Regulatory AUM · August 2026
- VARRA WEALTH MANAGEMENT LLCCRD 324044 · LOUISVILLE, CO$305,597,234.00Regulatory AUM · August 2026
- VENTANA PRIVATE WEALTH LLCCRD 311878 · DENVER, CO$158,641,000.00Regulatory AUM · August 2026
- VISION RIDGE PARTNERS, LLCCRD 174836 · BOULDER, CO$6,109,806,620.00Regulatory AUM · August 2026
- VITAL INVESTMENT MANAGEMENT LLCCRD 300811 · LOVELAND, CO$283,940,978.00Regulatory AUM · August 2026
- WAKEFIELD ASSET MANAGEMENT, LLLPCRD 143720 · ENGLEWOOD, CO$453,977,004.00Regulatory AUM · August 2026
- WAKEFIELD WEALTH MANAGEMENT, LLLPCRD 173997 · ENGLEWOOD, CO$512,887,728.00Regulatory AUM · August 2026
- WALKER & DUNLOP INVESTMENT PARTNERS, INC.CRD 165022 · DENVER, CO$2,703,389,943.00Regulatory AUM · August 2026
- WALNUT LEVEL CAPITAL LLCCRD 307942 · DENVER, CO$119,235,048.00Regulatory AUM · August 2026
- WAZEE STREET CAPITAL MANAGEMENT LLCCRD 159165 · GREENWOOD VILLAGE, CO$203,367,186.00Regulatory AUM · August 2026
- WEALTH ENGINEERS, LLCCRD 168578 · DENVER, CO$117,563,394.00Regulatory AUM · August 2026
- WEALTH WATCH ADVISORS, INCCRD 172002 · ENGLEWOOD, CO$612,365,110.00Regulatory AUM · August 2026
- WELCH FINANCIAL PLANNING, LLCCRD 329418 · BOULDER, CO$198,095,637.00Regulatory AUM · August 2026
- WEST END WEALTH MANAGEMENT, LLCCRD 234791 · DENVER, CO$170,387,515.00Regulatory AUM · August 2026
- WESTERN WEALTH MANAGEMENT LLCCRD 283545 · GOLDEN, CO$5,357,377,284.00Regulatory AUM · August 2026
- WHIPPLEWOOD ADVISORS, LLCCRD 282860 · LITTLETON, CO$324,509,539.00Regulatory AUM · August 2026
- WHITE HAWK WEALTH MANAGEMENT, INC.CRD 341034 · BROOMFIELD, CONot availableRegulatory AUM · August 2026
- WISDOM WEALTH STRATEGIES, LLCCRD 170230 · GREENWOOD VILLAGE, CO$190,454,507.00Regulatory AUM · August 2026
- WOODBOURNE CAPITAL MANAGEMENT INTERNATIONAL LPCRD 143980 · BOULDER, CO$1,977,881,000.00Regulatory AUM · August 2026
- WORLD CAPITAL ADVISORS, LLCCRD 135941 · DENVER, CO$71,986,050.00Regulatory AUM · August 2026
- WYNKOOP LLCCRD 150018 · GREENWOOD VILLAGE, CO$1,217,300,000.00Regulatory AUM · August 2026
- ZIDEL FINANCIAL, INC.CRD 135047 · BRECKENRIDGE, CO$159,649,118.00Regulatory AUM · August 2026