RIAs in Colorado

564 RIAs headquartered in Colorado managing a combined $1.3T.

By city

DenverColorado182 FIRMS · $889BGreenwood VillageColorado51 FIRMS · $305BColorado SpringsColorado50 FIRMS · $13BBoulderColorado37 FIRMS · $25.8BFort CollinsColorado25 FIRMS · $2.7BEnglewoodColorado23 FIRMS · $5.5BLittletonColorado20 FIRMS · $3.9BLakewoodColorado18 FIRMS · $5BCentennialColorado17 FIRMS · $6.5BHighlands RanchColorado11 FIRMS · $3.1BDurangoColorado10 FIRMS · $5.1BLouisvilleColorado9 FIRMS · $2.4BBroomfieldColorado9 FIRMS · $792MLone TreeColorado8 FIRMS · $1.1BCastle RockColorado6 FIRMS · $968MLovelandColorado6 FIRMS · $971MWestminsterColorado5 FIRMS · $2.7BMonumentColorado5 FIRMS · $232MMontroseColorado5 FIRMS · $812MArvadaColorado5 FIRMS · $377MLongmontColorado4 FIRMS · $136MAspenColorado4 FIRMS · $5.3BSteamboat SpringsColorado4 FIRMS · $4BParkerColorado4 FIRMS · $142MSalidaColorado3 FIRMS · $41.7MGoldenColorado3 FIRMS · $5.6BBasaltColorado3 FIRMS · $358MWindsorColorado2 FIRMS · $485MBreckenridgeColorado2 FIRMS · $164MCrested ButteColorado2 FIRMS · $230MErieColorado2 FIRMS · $107MEvergreenColorado2 FIRMS · $288MGlendaleColorado2 FIRMS · $767MGrand JunctionColorado2 FIRMS · $531MLafayetteColorado2 FIRMS · $121MPagosa SpringsColorado2 FIRMS · $24.9MPuebloColorado2 FIRMS · $104MThorntonColorado2 FIRMS · $1.4MEdwardsColorado1 FIRMEagleColorado1 FIRM · $183MNiwotColorado1 FIRM · $254MNorthglennColorado1 FIRM · $46.5MVailColorado1 FIRMCortezColorado1 FIRM · $1.1MPeytonColorado1 FIRMAuroraColorado1 FIRM · $18.5MBrightonColorado1 FIRM · $3.4MAvonColorado1 FIRM · $6.7BTexas CreekColorado1 FIRM · $13.9MAkronColorado1 FIRM · $78.5MJohnstownColorado1 FIRM · $140MGreeleyColorado1 FIRM · $4.9MGlenwood SpringsColorado1 FIRM · $3.4M

All RIAs in Colorado

Asset Strategies Group, LLC

RIA

Highlands Ranch, CO

AUM $61.3MTEAM 3REPS 3

Conexus Capital Management, LLC

RIA

Parker, CO

AUM $60.6MTEAM 2REPS 2

Matthews Advisors, LLC

RIA

Colorado Springs, CO

AUM $57.5MTEAM 1REPS 1

Finesse Funds, LLC

RIA

Basalt, CO

AUM $55.8MTEAM 1REPS 2

P.A. Schopen & Associates, LLC

RIA

Lakewood, CO

AUM $54.7MTEAM 2REPS 2

Unify Wealth Management LLC

RIA

Fort Collins, CO

AUM $54.5MTEAM 2REPS 2

Berenz Wealth Management, LLC

RIA

Littleton, CO

AUM $54.3MTEAM 3REPS 2

Sugden Wealth Management, LLC

RIA

Denver, CO

AUM $54MTEAM 1REPS 1

Winvest Investments L.P.

RIA

Montrose, CO

AUM $53.1MTEAM 2REPS 2

Summit Wealth Strategies

RIA

Denver, CO

AUM $51.2MTEAM 2REPS 2

Ten Talents Financial Planning LLC

RIA

Parker, CO

AUM $50.5MTEAM 1REPS 1

Best Life Infinity, LLC

RIA

Colorado Springs, CO

AUM $48.2MTEAM 8REPS 6

Fortified Wealth Strategies, Inc.

RIA

Northglenn, CO

AUM $46.5MTEAM 2REPS 1

Evergreen Wealth Advisors

RIA

Durango, CO

AUM $46.2MTEAM 2REPS 1

Lunsford Financial Planning, Inc.

RIA

Louisville, CO

AUM $45.3MTEAM 1REPS 1

Fletching Arrows Wealth Management LLC

RIA

Loveland, CO

AUM $43.3MTEAM 1REPS 1

Private Client Wealth Advisors, LLC

RIA

Denver, CO

AUM $42.4MTEAM 3REPS 3

Stonebridge Financial Solutions, Inc

RIA

Lone Tree, CO

AUM $41.7MTEAM 3REPS 2

The Cook Company, LLC

RIA

Greenwood Village, CO

AUM $39.3MTEAM 1REPS 1

Lariat Wealth Management

RIA

Denver, CO

AUM $37.7MTEAM 2REPS 1

Millennial Wealth Management, LLC

RIA

Broomfield, CO

AUM $36MTEAM 3REPS 3

Peak53 Partners, LP

RIA

Longmont, CO

AUM $36MTEAM 2REPS 2

Lift Asset Management

RIA

Englewood, CO

AUM $35.4MTEAM 2REPS 2

Modern Financial

RIA

Monument, CO

AUM $35MTEAM 3REPS 3

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