RIA Intelligence

Investment Advisers in Colorado

984 registered firms

Sort by: AUM Name Employees Last Updated
PLAN STRATEGIES INC
CRD #110048 CENTENNIAL, CO
SEC
AUM
$292.3M
Employees
3
TANDEM FINANCIAL, LLC
CRD #292565 GREENWOOD VILLAGE, CO
SEC
AUM
$291.2M
Employees
6
BOULDER WEALTH ADVISORS, LLC
CRD #115069 BOULDER, CO
SEC
AUM
$291M
Employees
3
WHIPPLEWOOD ADVISORS, LLC
CRD #282860 LITTLETON, CO
SEC
AUM
$288M
Employees
7
RESOURCE LAND HOLDINGS, LLC
CRD #277109 DENVER, CO
SEC Private Funds
AUM
$287.3M
Employees
10
HARBOR FINANCIAL GROUP, INC.
CRD #105032 BOULDER, CO
SEC
AUM
$283.1M
Employees
7
THEORY FINANCIAL LLC
CRD #304084 FORT COLLINS, CO
SEC
AUM
$282.8M
Employees
3
ENVOY ADVISORY, INC.
CRD #157461 COLORADO SPRINGS, CO
SEC
AUM
$280.1M
Employees
10
SYNERGY FINANCIAL PARTNERS, LLC
CRD #305287 DENVER, CO
SEC
AUM
$280M
Employees
5
ASPEN WEALTH STRATEGIES, LLC
CRD #307424 ARVADA, CO
SEC
AUM
$279.7M
Employees
7
INTEGRITY WEALTH SOLUTIONS LLC
CRD #284862 DENVER, CO
SEC
AUM
$276.6M
Employees
2
TACTICAL ALLOCATION SERVICES LLC
CRD #107070 BOULDER, CO
SEC
AUM
$273.4M
Employees
--
GAINLINE FINANCIAL PARTNERS, LLC
CRD #326716 LOUISVILLE, CO
SEC
AUM
$273.1M
Employees
5
NCP CAPITAL MANAGEMENT, LLC
CRD #298031 DENVER, CO
SEC Private Funds
AUM
$270M
Employees
40
ROUBAIX CAPITAL, LLC
CRD #269879 DENVER, CO
SEC Private Funds
AUM
$266.4M
Employees
5
MARSHALL INVESTMENT MANAGEMENT, LLC
CRD #174817 GREENWOOD VILLAGE, CO
SEC
AUM
$264.1M
Employees
8
GUERIN FINANCIAL SERVICES,LTD.
CRD #107544 DENVER, CO
SEC
AUM
$263.6M
Employees
6
CARDINAL STUDENT HOUSING I ADVISOR, LLC
CRD #301584 DENVER, CO
SEC Private Funds
AUM
$260.2M
Employees
26
HHM ASSOCIATES, LTD.
CRD #111711 DENVER, CO
SEC
AUM
$258M
Employees
4
KILTERHOWLING LLC
CRD #169684 BOULDER, CO
SEC
AUM
$257.8M
Employees
3
CPFA, LLC
CRD #118192 GREENWOOD VILLAGE, CO
SEC
AUM
$257.7M
Employees
8
PRIMARK ADVISORS, LLC
CRD #309653 DENVER, CO
SEC
AUM
$257.5M
Employees
12
ALPHA PRINCIPLE, LLC
CRD #317053 ENGLEWOOD, CO
SEC
AUM
$253.3M
Employees
6
FIDELIS WEALTH ADVISORS, LLC
CRD #292551 CASTLE ROCK, CO
SEC
AUM
$253.2M
Employees
6
PEAK FINANCIAL ADVISORS, LLC
CRD #115207 DENVER, CO
SEC
AUM
$251.8M
Employees
4