RIA Intelligence

Investment Advisers in Colorado

984 registered firms

Sort by: AUM Name Employees Last Updated
SYNERGY FINANCIAL PARTNERS, LLC
CRD #305287 DENVER, CO
SEC
AUM
$280M
Employees
5
ENVOY ADVISORY, INC.
CRD #157461 COLORADO SPRINGS, CO
SEC
AUM
$280.1M
Employees
10
THEORY FINANCIAL LLC
CRD #304084 FORT COLLINS, CO
SEC
AUM
$282.8M
Employees
3
HARBOR FINANCIAL GROUP, INC.
CRD #105032 BOULDER, CO
SEC
AUM
$283.1M
Employees
7
RESOURCE LAND HOLDINGS, LLC
CRD #277109 DENVER, CO
SEC Private Funds
AUM
$287.3M
Employees
10
WHIPPLEWOOD ADVISORS, LLC
CRD #282860 LITTLETON, CO
SEC
AUM
$288M
Employees
7
BOULDER WEALTH ADVISORS, LLC
CRD #115069 BOULDER, CO
SEC
AUM
$291M
Employees
3
TANDEM FINANCIAL, LLC
CRD #292565 GREENWOOD VILLAGE, CO
SEC
AUM
$291.2M
Employees
6
PLAN STRATEGIES INC
CRD #110048 CENTENNIAL, CO
SEC
AUM
$292.3M
Employees
3
PANORAMIC INVESTMENT ADVISORS, LLC
CRD #290770 GLENDALE, CO
SEC
AUM
$292.5M
Employees
12
TRAIL RIDGE INVESTMENT ADVISORS, LLC
CRD #284741 FORT COLLINS, CO
SEC
AUM
$294.3M
Employees
13
RESOLUTE CAPITAL ASSET PARTNERS LLC
CRD #298866 DENVER, CO
SEC Private Funds
AUM
$296.2M
Employees
6
NOVEN FINANCIAL GROUP, INC.
CRD #117897 DENVER, CO
SEC
AUM
$298.5M
Employees
6
M.Z. KARK & ASSOCIATES, INC
CRD #106627 DENVER, CO
SEC
AUM
$305.2M
Employees
4
KEYSTONE FINANCIAL SERVICES
CRD #310623 LOVELAND, CO
SEC
AUM
$305.7M
Employees
3
CHERRY CREEK INVESTMENT ADVISORS INC
CRD #107426 ENGLEWOOD, CO
SEC
AUM
$308.9M
Employees
3
BROADVIEW WEALTH PARTNERS, LLC
CRD #335028 BOULDER, CO
SEC
AUM
$309.1M
Employees
4
JENKINS WEALTH
CRD #153241 ENGLEWOOD, CO
SEC
AUM
$313.3M
Employees
6
JONES BARCLAY BOSTON & COMPANY
CRD #109982 DENVER, CO
SEC
AUM
$315.4M
Employees
9
M4A3 LLC
CRD #336172 BOULDER, CO
SEC
AUM
$317.3M
Employees
2
AGILE GROUP, LLC
CRD #116338 BOULDER, CO
SEC
AUM
$321.1M
Employees
5
HELM INVESTMENT MANAGEMENT, LLC
CRD #141773 DENVER, CO
SEC
AUM
$322.1M
Employees
3
PRUDENT MAN INVESTMENT MANAGEMENT INC
CRD #104574 LOUSIVILLE, CO
SEC
AUM
$323.7M
Employees
4
MOUNT YALE ASSET MANAGEMENT, LLC
CRD #116578 DENVER, CO
SEC Private Funds
AUM
$324M
Employees
23
COSNER FINANCIAL GROUP, LLC
CRD #147942 WINDSOR, CO
SEC
AUM
$324.5M
Employees
5