RIA Intelligence

Investment Advisers in Colorado

984 registered firms

Sort by: AUM Name Employees Last Updated
WIN WEALTH MANAGEMENT, INC.
CRD #127019 DENVER, CO
SEC
AUM
$119.6M
Employees
4
THREE POINTS FINANCIAL, INC.
CRD #132897 COLORADO SPRINGS, CO
SEC
AUM
$119.2M
Employees
2
INVESTMENT SECURITY GROUP INC
CRD #106391 DENVER, CO
SEC
AUM
$118.9M
Employees
5
PEACE OF MIND FINANCIAL, INC
CRD #289067 COLORADO SPRINGS, CO
SEC
AUM
$118.1M
Employees
5
SUMMIT HILL WEALTH MANAGEMENT, LLC
CRD #296740 GREENWOOD VILLAGE, CO
SEC
AUM
$118.1M
Employees
3
OUTBOUND FINANCIAL, INC.
CRD #287697 BOULDER, CO
SEC
AUM
$117.7M
Employees
1
LOYD FINANCIAL MANAGEMENT INC.
CRD #112236 CENTENNIAL, CO
SEC
AUM
$115.4M
Employees
2
PANORAMA WEALTH ADVISORS
CRD #324199 GREENWOOD VILLAGE, CO
SEC
AUM
$115.1M
Employees
3
AGEMY WEALTH ADVISORS, LLC
CRD #218512 DEVER, CO
SEC
AUM
$113.7M
Employees
5
QUISH & CO. LLC
CRD #146212 BOULDER, CO
SEC Private Funds
AUM
$113.4M
Employees
1
MP RIA, LLC
CRD #158689 DENVER, CO
SEC Private Funds
AUM
$113.1M
Employees
22
PERSPECTIVE WEALTH ADVISORS LLC
CRD #332574 LOVELAND, CO
SEC
AUM
$113.1M
Employees
6
OAK STREET INVESTMENT ADVISORS, LLC
CRD #288019 GREENWOOD VILLAGE, CO
SEC Private Funds
AUM
$112.9M
Employees
1
PETERSON FINANCIAL SERVICES LLC
CRD #106127 DENVER, CO
SEC
AUM
$112.4M
Employees
2
FINANCIAL MOUNTAIN INC
CRD #108489 BOULDER, CO
SEC
AUM
$111.3M
Employees
2
CAMBRIDGE FINANCIAL ADVISORS, LLC
CRD #118314 SALIDA, CO
SEC
AUM
$111.2M
Employees
3
APO FINANCIAL SERVICES, LLC
CRD #297647 WESTMINSTER, CO
SEC
AUM
$111.2M
Employees
7
LARIAT PARTNERS, LP
CRD #168577 DENVER, CO
Private Funds
AUM
$110.5M
Employees
7
FINANCIAL PLANNING FORT COLLINS, LLC
CRD #283890 FORT COLLINS, CO
SEC
AUM
$110M
Employees
4
SENECA CAPITAL MANAGEMENT, LLC
CRD #288206 DENVER, CO
SEC Private Funds
AUM
$109.4M
Employees
1
HFG COLORADO, INC.
CRD #113511 GREENWOOD VILLAGE, CO
SEC
AUM
$108.8M
Employees
5
LINCOLN ENERGY HOLDINGS LLC
CRD #333026 ENGLEWOOD, CO
SEC Private Funds
AUM
$108.7M
Employees
13
COLUMBIA BENEFITS, LLC
CRD #132261 DENVER, CO
SEC
AUM
$107.7M
Employees
1
BXM WEALTH LLC
CRD #332544 ENGLEWOOD, CO
SEC
AUM
$107.6M
Employees
4
CULVER INVESTMENT COMPANY, LLC
CRD #112198 BROOMFIELD, CO
SEC Disclosures
AUM
$107M
Employees
5