# Independent RIAs with the most CFP professionals in Colorado

As of October 2, 2026, Mercer Global Advisors Inc. ranked #1 in Colorado in AdvisorIQ's ranking of independent RIAs with the most CFP professionals, with 470.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/most-cfp-professionals/colorado/

## Facts

- ranking: Independent RIAs with the most CFP professionals
- how_it_is_computed: Firms ranked by the number of people with a current investment adviser representative registration at the firm whose IAPD record lists the Certified Financial Planner designation, from the SEC's IAPD individual file of October 7, 2026. Only designations the SEC records in IAPD are counted. SEC-registered and state-registered firms are both ranked. Independent wealth management RIAs are ranked: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. The all wealth firms view ranks the same way with those broker-dealer affiliated firms added. Asset managers, private fund managers, pension consultants and platform managers are never ranked (see the methodology). State lists use each firm's main office state, or its registration state when the main office is not public. The US list leaves out firms whose main office is outside the United States. Equal values share a rank and are listed by CRD number.
- unit: count
- scope: Colorado
- firms_listed: 114
- rows: rank: 1, crd: 147363, firm: Mercer Global Advisors Inc., city: Denver, state: CO, value: 470, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147363/; rank: 2, crd: 112058, firm: Empower Advisory Group, LLC, city: Greenwood Village, state: CO, value: 120, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112058/; rank: 3, crd: 283545, firm: Western Wealth Management LLC, city: Golden, state: CO, value: 26, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283545/; rank: 4, crd: 284220, firm: Q3 Advisors, LLC, city: Arvada, state: CO, value: 22, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284220/; rank: 4, crd: 335242, firm: Summit Wealth Group, city: Colorado Springs, state: CO, value: 22, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335242/; rank: 6, crd: 330057, firm: Crusonia Wealth Advisors LLC, city: Denver, state: CO, value: 14, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330057/; rank: 7, crd: 137068, firm: Elevation Point Wealth Partners, LLC, city: Denver, state: CO, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137068/; rank: 7, crd: 292817, firm: Maia Wealth, city: Denver, state: CO, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292817/; rank: 9, crd: 107485, firm: BSW Wealth Partners, city: Boulder, state: CO, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107485/; rank: 10, crd: 106050, firm: Sharkey Howes & Javer Inc, city: Denver, state: CO, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106050/; rank: 10, crd: 292277, firm: Heirloom Wealth Management LLC, city: Greenwood Village, state: CO, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292277/; rank: 12, crd: 111196, firm: Destiny Capital Corporation, city: Denver, state: CO, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111196/; rank: 12, crd: 148357, firm: A & I Wealth Management, city: Lone Tree, state: CO, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148357/; rank: 12, crd: 315694, firm: Nilsine Partners, LLC, city: Greenwood Village, state: CO, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315694/; rank: 15, crd: 110110, firm: Schaefer Financial Management, Inc., city: Centennial, state: CO, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110110/; rank: 15, crd: 113681, firm: Townsend, city: Westminster, state: CO, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113681/; rank: 17, crd: 109036, firm: First Affirmative Financial Network LLC, city: Colorado Springs, state: CO, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109036/; rank: 17, crd: 125101, firm: JFG Family Office, city: Denver, state: CO, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125101/; rank: 17, crd: 174844, firm: Tucker Asset Management LLC, city: Littleton, state: CO, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174844/; rank: 20, crd: 107834, firm: Seamount Financial Group Inc, city: Colorado Springs, state: CO, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107834/; rank: 20, crd: 156660, firm: Mountain Capital Investment Advisors Inc, city: Westminster, state: CO, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156660/; rank: 20, crd: 169889, firm: Jim Saulnier & Associates, LLC, city: Fort Collins, state: CO, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169889/; rank: 20, crd: 172002, firm: Wealth Watch Advisors, Inc, city: Englewood, state: CO, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172002/; rank: 20, crd: 299342, firm: Mattern Capital Management, LLC, city: Lakewood, state: CO, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299342/; rank: 20, crd: 326930, firm: Rigden Capital Strategies, city: Englewood, state: CO, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326930/; rank: 20, crd: 332317, firm: Uniting Wealth Partners, city: Denver, state: CO, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332317/; rank: 27, crd: 107196, firm: Petra Financial Advisors Inc, city: Colorado Springs, state: CO, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107196/; rank: 27, crd: 107563, firm: GHP Investment Advisors Inc, city: Denver, state: CO, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107563/; rank: 27, crd: 110069, firm: Obermeyer Wealth Partners, city: Aspen, state: CO, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110069/; rank: 27, crd: 140285, firm: Financial Action, Inc., city: Monument, state: CO, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140285/; rank: 27, crd: 287916, firm: Stordahl Capital Management, Inc., city: Greenwood Village, state: CO, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287916/; rank: 27, crd: 289891, firm: Peak Planning Group, LLC, city: Centennial, state: CO, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289891/; rank: 27, crd: 316072, firm: Global Wealth Strategies and Associates, LLC, city: Denver, state: CO, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316072/; rank: 27, crd: 333032, firm: Legacy Wealth Partners, LLC, city: Lakewood, state: CO, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333032/; rank: 27, crd: 344190, firm: Everoak Wealth Co, city: Colorado Springs, state: CO, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/344190/; rank: 36, crd: 106944, firm: Peak Asset Management, LLC, city: Louisville, state: CO, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106944/; rank: 36, crd: 110594, firm: Financial Steward Associates, LLC, city: Boulder, state: CO, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110594/; rank: 36, crd: 113422, firm: Integra Financial, Inc., city: Greenwood Village, state: CO, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113422/; rank: 36, crd: 113569, firm: J.F. Williams Co., Inc., city: Denver, state: CO, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113569/; rank: 36, crd: 114011, firm: Colorado Capital Management, city: Boulder, state: CO, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114011/; rank: 36, crd: 171033, firm: G&S Capital LLC, city: Denver, state: CO, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171033/; rank: 36, crd: 174817, firm: Marshall Investment Management, LLC, city: Greenwood Village, state: CO, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174817/; rank: 36, crd: 283890, firm: Fpfoco, city: Fort Collins, state: CO, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283890/; rank: 36, crd: 286063, firm: Higgins & Schmidt Wealth Strategies LLC, city: Denver, state: CO, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286063/; rank: 36, crd: 287848, firm: Altus Wealth Group, LLC, city: Colorado Springs, state: CO, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287848/; rank: 36, crd: 290770, firm: Forty North Wealth, city: Glendale, state: CO, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290770/; rank: 36, crd: 291716, firm: Impactfolio LLC, city: Denver, state: CO, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291716/; rank: 36, crd: 299627, firm: Cimarron Wealth Management, Inc., city: Montrose, state: CO, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299627/; rank: 36, crd: 305287, firm: Synergy Financial Partners, LLC, city: Denver, state: CO, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305287/; rank: 36, crd: 306559, firm: Envoy Advisory Inc., city: Colorado Springs, state: CO, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306559/; rank: 36, crd: 311336, firm: Gilpin Wealth Management LLC, city: Golden, state: CO, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311336/; rank: 36, crd: 315698, firm: Intergy Private Wealth, LLC, city: Colorado Springs, state: CO, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315698/; rank: 36, crd: 319232, firm: Best Life Infinity, LLC, city: Colorado Springs, state: CO, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319232/; rank: 36, crd: 322138, firm: Buck Wealth Strategies, LLC, city: Denver, state: CO, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322138/; rank: 36, crd: 323530, firm: Trailwise Financial Partners, LLC, city: Golden, state: CO, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323530/; rank: 36, crd: 323632, firm: Dodds Wealth, LLC, city: Greenwood Village, state: CO, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323632/; rank: 36, crd: 324044, firm: Varra Financial, city: Louisville, state: CO, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324044/; rank: 36, crd: 324777, firm: Evergreen Private Wealth, city: Greenwood Village, state: CO, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324777/; rank: 36, crd: 326716, firm: Gainline Financial Partners, LLC, city: Louisville, state: CO, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326716/; rank: 36, crd: 328472, firm: Capital Investment Counsel, LLC, city: Denver, state: CO, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328472/; rank: 36, crd: 332544, firm: BXM Wealth LLC, city: Englewood, state: CO, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332544/; rank: 36, crd: 333127, firm: PCM Encore, LLC, city: Aspen, state: CO, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333127/; rank: 36, crd: 340444, firm: Exceptional Wealth & Family Office, city: Colorado Springs, state: CO, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340444/; rank: 64, crd: 112024, firm: The Wealth Conservancy, Inc., city: Boulder, state: CO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112024/; rank: 64, crd: 112585, firm: Partners Capital Management, Inc., city: Colorado Springs, state: CO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112585/; rank: 64, crd: 112908, firm: Elderado Financial, Inc, city: Montrose, state: CO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112908/; rank: 64, crd: 113189, firm: Gallacher Capital Management, LLC, city: Lone Tree, state: CO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113189/; rank: 64, crd: 113268, firm: Altius Financial, Inc., city: Denver, state: CO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113268/; rank: 64, crd: 113717, firm: Asset Solutions, Inc., city: Littleton, state: CO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113717/; rank: 64, crd: 114825, firm: Adelmann Financial, Inc., city: Colorado Springs, state: CO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114825/; rank: 64, crd: 115207, firm: Peak Financial Advisors, city: Denver, state: CO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115207/; rank: 64, crd: 116447, firm: Cornerstone Investment Advisors, LLC, city: Boulder, state: CO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116447/; rank: 64, crd: 118259, firm: Gump and McHugh Asset Management, city: Colorado Springs, state: CO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118259/; rank: 64, crd: 127469, firm: Innovative Financial, LLC, city: Lakewood, state: CO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127469/; rank: 64, crd: 129971, firm: Hinds Financial Group Inc, city: Lakewood, state: CO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129971/; rank: 64, crd: 132294, firm: Gold Medal Waters, Inc., city: Boulder, state: CO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132294/; rank: 64, crd: 142315, firm: Normandy Capital Management, LLC, city: Lakewood, state: CO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142315/; rank: 64, crd: 154819, firm: Capstone Pacific Investment Strategies, city: Fort Collins, state: CO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154819/; rank: 64, crd: 161531, firm: Paller Financial Services, Inc., city: Centennial, state: CO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/161531/; rank: 64, crd: 165450, firm: Bason Asset Management, city: Lakewood, state: CO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165450/; rank: 64, crd: 165806, firm: Priority Financial Partners, city: Durango, state: CO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165806/; rank: 64, crd: 168578, firm: Wealth Engineers, LLC, city: Denver, state: CO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168578/; rank: 64, crd: 170230, firm: Wisdom Wealth Strategies, city: Greenwood Village, state: CO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170230/; rank: 64, crd: 171139, firm: Denver PWM, LLC, city: Denver, state: CO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171139/; rank: 64, crd: 174210, firm: Sachem Hill LLC, city: Denver, state: CO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174210/; rank: 64, crd: 281223, firm: Peak Financial Management, Inc., city: Broomfield, state: CO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281223/; rank: 64, crd: 281494, firm: Fit Wealth Management, city: Centennial, state: CO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281494/; rank: 64, crd: 284741, firm: Trail Ridge Investment Advisors, LLC, city: Fort Collins, state: CO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284741/; rank: 64, crd: 284862, firm: Integrity Wealth Solutions LLC, city: Denver, state: CO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284862/; rank: 64, crd: 284868, firm: Denver Wealth Management, Inc., city: Denver, state: CO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284868/; rank: 64, crd: 285035, firm: Class VI Family Office, LLC, city: Denver, state: CO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285035/; rank: 64, crd: 289067, firm: Peace of Mind Financial Planning, Inc, city: Colorado Springs, state: CO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289067/; rank: 64, crd: 292565, firm: Tandem Financial, LLC, city: Greenwood Village, state: CO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292565/; rank: 64, crd: 298396, firm: Noble Wealth Partners, city: Denver, state: CO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298396/; rank: 64, crd: 300811, firm: Vital Investment Management LLC, city: Loveland, state: CO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300811/; rank: 64, crd: 301535, firm: Cayden Wealth Management, city: Broomfield, state: CO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301535/; rank: 64, crd: 304084, firm: Theory Financial, city: Fort Collins, state: CO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304084/; rank: 64, crd: 308305, firm: FFG Retirement Counseling, city: Centennial, state: CO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308305/; rank: 64, crd: 310623, firm: Keystone Financial Services, city: Loveland, state: CO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310623/; rank: 64, crd: 312325, firm: Edgerock Wealth Management, city: Denver, state: CO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312325/; rank: 64, crd: 314068, firm: Downshift Financial, city: Boulder, state: CO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314068/; rank: 64, crd: 317409, firm: Modern Financial, city: Monument, state: CO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317409/; rank: 64, crd: 317727, firm: Invictus Private Wealth, LLC, city: Denver, state: CO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317727/; rank: 64, crd: 323980, firm: Orographic Financial Advisors, city: Avon, state: CO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323980/; rank: 64, crd: 327743, firm: Intentional Wealth Strategies, city: Colorado Springs, state: CO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327743/; rank: 64, crd: 328474, firm: JPL Wealth Management, LLC, city: Greenwood Village, state: CO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328474/; rank: 64, crd: 329418, firm: Welch Financial Planning, LLC, city: Boulder, state: CO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329418/; rank: 64, crd: 329616, firm: Impact Capital Partners LLC, city: Greenwood Village, state: CO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329616/; rank: 64, crd: 331416, firm: Quantitative Financial Strategies, city: Denver, state: CO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331416/; rank: 64, crd: 332574, firm: Perspective Wealth Advisors, city: Loveland, state: CO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332574/; rank: 64, crd: 333752, firm: Horizon Wealth, city: Denver, state: CO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333752/; rank: 64, crd: 334233, firm: Ridgegate Advisors, LLC, city: Englewood, state: CO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334233/; rank: 64, crd: 335298, firm: Protocol Wealth, LLC, city: Denver, state: CO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335298/; rank: 64, crd: 341034, firm: White Hawk Wealth Management, city: Broomfield, state: CO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341034/

## Notes

- Firms marked as successors reported on Form ADV Item 4 that they succeeded to another adviser's business; their growth is shown as reported.
- Each ranking lists at most the top 100 firms.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation

## Related

- [Independent RIAs with the most CFP professionals, nationally](https://advisoriq.com/ria/rankings/most-cfp-professionals/)
- [RIA market data for Colorado](https://advisoriq.com/ria/states/colorado/)
- [All RIA rankings](https://advisoriq.com/ria/rankings/)
- [How the directory is built](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/most-cfp-professionals/colorado/

License: https://advisoriq.com/license/