Financial advisers in Colorado Springs, CO
24 registered investment adviser firms in Colorado Springs managing $12.5B in assets, based on public SEC Form ADV filings.
Summit Wealth Group
Colorado Springs, CO · Est. 2025
- AUM
- $2.3B
- Per adviser
- $80M
- Advisers
- 29
No reported disclosures
Corundum Group, INC.
Colorado Springs, CO · Est. 1992
- AUM
- $1.7B
- Per adviser
- $154M
- Advisers
- 11
No reported disclosures
Bruni J V & Co
Colorado Springs, CO · Est. 1992
- AUM
- $1.1B
- Per adviser
- $366M
- Advisers
- 3
No reported disclosures
First Affirmative Financial Network LLC
Colorado Springs, CO · Est. 1999
- AUM
- $905M
- Per adviser
- $75M
- Advisers
- 12
No reported disclosures
Ramsay Stattman Vela & Price INC
Colorado Springs, CO · Est. 1976
- AUM
- $779M
- Per adviser
- $156M
- Advisers
- 5
No reported disclosures
Seamount Financial Group INC
Colorado Springs, CO · Est. 1999
- AUM
- $745M
- Per adviser
- $124M
- Advisers
- 6
No reported disclosures
Altus Wealth Group, LLC
Colorado Springs, CO · Est. 2017
- AUM
- $620M
- Per adviser
- $89M
- Advisers
- 7
No reported disclosures
Envoy Advisory INC.
Colorado Springs, CO · Est. 2019
- AUM
- $615M
- Per adviser
- $51M
- Advisers
- 12
No reported disclosures
Intergy Private Wealth, LLC
Colorado Springs, CO · Est. 2021
- AUM
- $603M
- Per adviser
- $201M
- Advisers
- 3
No reported disclosures
One Bow River Advisers, LLC.
Colorado Springs, CO · Est. 2025
- AUM
- $526M
- Per adviser
- $58M
- Advisers
- 9
No reported disclosures
Petra Financial Advisors INC
Colorado Springs, CO · Est. 1991
- AUM
- $447M
- Per adviser
- $64M
- Advisers
- 7
No reported disclosures
Cascade Investment Group, INC.
Colorado Springs, CO · Est. 1997
- AUM
- $420M
- Per adviser
- $105M
- Advisers
- 4
No reported disclosures
Peak Investment Advisors, INC.
Colorado Springs, CO · Est. 2024
- AUM
- $235M
- Per adviser
- $235M
- Advisers
- 1
Bonfire Financial, LLC
Colorado Springs, CO · Est. 2020
- AUM
- $234M
- Per adviser
- $58M
- Advisers
- 4
No reported disclosures
Bauer Wealth Management INC.
Colorado Springs, CO · Est. 2021
- AUM
- $206M
- Per adviser
- $69M
- Advisers
- 3
No reported disclosures
Accelerated Wealth Advisors LLC
Colorado Springs, CO · Est. 2016
- AUM
- $180M
- Per adviser
- $60M
- Advisers
- 3
No reported disclosures
Intentional Wealth Strategies
Colorado Springs, CO · Est. 2023
- AUM
- $171M
- Per adviser
- $57M
- Advisers
- 3
No reported disclosures
Planwiser Financial
Colorado Springs, CO · Est. 2024
- AUM
- $169M
- Per adviser
- $85M
- Advisers
- 2
No reported disclosures
Season Investments, LLC
Colorado Springs, CO · Est. 2020
- AUM
- $160M
- Per adviser
- $53M
- Advisers
- 3
Peace Of Mind Financial Planning, INC
Colorado Springs, CO · Est. 2021
- AUM
- $124M
- Per adviser
- $62M
- Advisers
- 2
No reported disclosures
Senior Tax Advisory Group, INC.
Colorado Springs, CO · Est. 2022
- AUM
- $123M
- Per adviser
- $31M
- Advisers
- 4
No reported disclosures
Rs Asset Management, LLC
Colorado Springs, CO · Est. 2014
- AUM
- $107M
- Per adviser
- $54M
- Advisers
- 2
No reported disclosures
Best Life Infinity, LLC
Colorado Springs, CO · Est. 2022
- AUM
- $48M
- Per adviser
- $8M
- Advisers
- 6
No reported disclosures
Exceptional Wealth & Family Office
Colorado Springs, CO · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 2
No reported disclosures