RIAs in Colorado

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

By city

DenverColorado184 FIRMS · $890B Greenwood VillageColorado51 FIRMS · $305B Colorado SpringsColorado48 FIRMS · $13.2B BoulderColorado37 FIRMS · $25.8B Fort CollinsColorado24 FIRMS · $2.7B EnglewoodColorado23 FIRMS · $5.5B LakewoodColorado18 FIRMS · $5B LittletonColorado18 FIRMS · $3.9B CentennialColorado17 FIRMS · $6.5B DurangoColorado11 FIRMS · $5.1B Highlands RanchColorado10 FIRMS · $3.1B LouisvilleColorado9 FIRMS · $2.4B BroomfieldColorado8 FIRMS · $493M Lone TreeColorado7 FIRMS · $1.1B Castle RockColorado6 FIRMS · $968M LovelandColorado6 FIRMS · $945M WestminsterColorado6 FIRMS · $2.7B MonumentColorado5 FIRMS · $232M ArvadaColorado5 FIRMS · $377M MontroseColorado5 FIRMS · $812M Steamboat SpringsColorado5 FIRMS · $4B LongmontColorado4 FIRMS · $136M AspenColorado4 FIRMS · $5.2B ParkerColorado4 FIRMS · $142M Grand JunctionColorado3 FIRMS · $587M BasaltColorado3 FIRMS · $358M GoldenColorado3 FIRMS · $5.6B SalidaColorado3 FIRMS · $41.7M Pagosa SpringsColorado2 FIRMS · $24.9M BreckenridgeColorado2 FIRMS · $164M Crested ButteColorado2 FIRMS · $230M PuebloColorado2 FIRMS · $104M WindsorColorado2 FIRMS · $485M EvergreenColorado2 FIRMS · $288M ErieColorado2 FIRMS · $107M ThorntonColorado2 FIRMS · $1.4M LafayetteColorado2 FIRMS · $121M AuroraColorado2 FIRMS · $18.5M GlendaleColorado2 FIRMS · $767M Texas CreekColorado1 FIRM · $13.9M VailColorado1 FIRM AkronColorado1 FIRM · $78.5M GreeleyColorado1 FIRM · $4.9M Glenwood SpringsColorado1 FIRM · $3.4M JohnstownColorado1 FIRM · $140M EdwardsColorado1 FIRM EagleColorado1 FIRM · $183M CortezColorado1 FIRM · $1.1M BrightonColorado1 FIRM · $3.4M NiwotColorado1 FIRM · $254M NorthglennColorado1 FIRM · $46.5M PeytonColorado1 FIRM AvonColorado1 FIRM · $6.7B

All RIAs in Colorado

Asset Strategies Group, LLC

Highlands Ranch, CO

AUM $61.3MTEAM 3REPS 3

Conexus Capital Management, LLC

Parker, CO

AUM $60.6MTEAM 2REPS 2

Matthews Advisors, LLC

Colorado Springs, CO

AUM $57.5MTEAM 1REPS 1

Finesse Funds, LLC

Basalt, CO

AUM $55.8MTEAM 1REPS 2

Delphi Wealth Partners

Grand Junction, CO

AUM $55.2MTEAM 2REPS 1

P.A. Schopen & Associates, LLC

Lakewood, CO

AUM $54.7MTEAM 2REPS 2

Unify Wealth Management LLC

Fort Collins, CO

AUM $54.5MTEAM 2REPS 2

Berenz Wealth Management, LLC

Littleton, CO

AUM $54.3MTEAM 3REPS 2

Sugden Wealth Management, LLC

Denver, CO

AUM $54MTEAM 1REPS 1

Winvest Investments L.P.

Montrose, CO

AUM $53.1MTEAM 2REPS 1

Summit Wealth Strategies

Denver, CO

AUM $51.2MTEAM 1REPS 1

Ten Talents Financial Planning LLC

Parker, CO

AUM $50.5MTEAM 1REPS 1

Best Life Infinity, LLC

Colorado Springs, CO

AUM $48.2MTEAM 8REPS 6

Fortified Wealth Strategies, Inc.

Northglenn, CO

AUM $46.5MTEAM 2REPS 1

Evergreen Wealth Advisors

Durango, CO

AUM $46.2MTEAM 2REPS 1

Lunsford Financial Planning, Inc.

Louisville, CO

AUM $45.3MTEAM 1REPS 1

Fletching Arrows Wealth Management LLC

Loveland, CO

AUM $43.3MTEAM 1REPS 1

Private Client Wealth Advisors, LLC

Denver, CO

AUM $42.4MTEAM 3REPS 3

Stonebridge Financial Solutions, Inc

Lone Tree, CO

AUM $41.7MTEAM 3REPS 2

The Cook Company, LLC

Greenwood Village, CO

AUM $39.3MTEAM 1REPS 1

Lariat Wealth Management

Denver, CO

AUM $37.7MTEAM 2REPS 1

Millennial Wealth Management, LLC

Broomfield, CO

AUM $36MTEAM 3REPS 3

Peak53 Partners, LP

Longmont, CO

AUM $36MTEAM 2REPS 2

Lift Asset Management

Englewood, CO

AUM $35.4MTEAM 2REPS 2

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