# Newest independent RIAs in Colorado

As of October 2, 2026, Exceptional Wealth & Family Office ranked #1 in Colorado in AdvisorIQ's ranking of newest independent RIAs, with $292.2 million.

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

## Facts

- ranking: Newest independent RIAs
- how_it_is_computed: Firms whose current registration took effect in the 12 months before October 2, 2026, ranked by RAUM (firms with no RAUM rank last). The registration date is the SEC status effective date for SEC-registered firms, so a firm that moved from state to SEC registration counts as new to the SEC, and the earliest approved state registration for state-registered firms. 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: usd
- scope: Colorado
- firms_listed: 92
- rows: rank: 1, crd: 340444, firm: Exceptional Wealth & Family Office, city: Colorado Springs, state: CO, value: 292181992, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340444/; rank: 2, crd: 309832, firm: WMK Investment Partners, city: Denver, state: CO, value: 211019817, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309832/; rank: 3, crd: 331416, firm: Quantitative Financial Strategies, city: Denver, state: CO, value: 156199967, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331416/; rank: 4, crd: 333752, firm: Horizon Wealth, city: Denver, state: CO, value: 147239402, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333752/; rank: 5, crd: 323530, firm: Trailwise Financial Partners, LLC, city: Golden, state: CO, value: 144773386, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323530/; rank: 6, crd: 338839, firm: Pulliam Family Office, LLC, city: Crested Butte, state: CO, value: 141743358, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338839/; rank: 7, crd: 110097, firm: Dorato Capital Management, city: Denver, state: CO, value: 138742554, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110097/; rank: 8, crd: 341034, firm: White Hawk Wealth Management, city: Broomfield, state: CO, value: 131209800, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341034/; rank: 9, crd: 218512, firm: Agemy Wealth Advisors, LLC, city: Denver, state: CO, value: 130500000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/218512/; rank: 10, crd: 296811, firm: Pearl Wealth LLC, city: Boulder, state: CO, value: 129900328, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/296811/; rank: 11, crd: 338693, firm: Bright Advisors, city: Greenwood Village, state: CO, value: 128231307, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338693/; rank: 12, crd: 340314, firm: Cultivate Wealth Partners, city: Broomfield, state: CO, value: 125329239, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340314/; rank: 13, crd: 113249, firm: Haykin, Michael, city: Centennial, state: CO, value: 124534472, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113249/; rank: 14, crd: 173040, firm: First Look Capital Management, LLC, city: Crested Butte, state: CO, value: 121890687, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173040/; rank: 15, crd: 298396, firm: Noble Wealth Partners, city: Denver, state: CO, value: 118491092, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298396/; rank: 16, crd: 125706, firm: Staib Financial Planning, LLC, city: Highlands Ranch, state: CO, value: 118021052, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125706/; rank: 17, crd: 168578, firm: Wealth Engineers, LLC, city: Denver, state: CO, value: 117563394, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168578/; rank: 18, crd: 290938, firm: 56 Capital Partners, Ltd, city: Colorado Springs, state: CO, value: 113310000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290938/; rank: 19, crd: 108489, firm: Financial Mountain Inc, city: Boulder, state: CO, value: 111337000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108489/; rank: 20, crd: 339154, firm: Forward Wealth, city: Lone Tree, state: CO, value: 111061179, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339154/; rank: 21, crd: 281223, firm: Peak Financial Management, Inc., city: Broomfield, state: CO, value: 109420824, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281223/; rank: 22, crd: 135813, firm: Purposeful Financial and Legacy Planning, city: Fort Collins, state: CO, value: 107088335, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135813/; rank: 23, crd: 310496, firm: Jackson Wealth Management, LLC, city: Castle Rock, state: CO, value: 107026630, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310496/; rank: 24, crd: 142841, firm: DC Capital Management, LLC, city: Dillon, state: CO, value: 107009732, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142841/; rank: 25, crd: 127469, firm: Innovative Financial, LLC, city: Lakewood, state: CO, value: 105290978, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127469/; rank: 26, crd: 150079, firm: Mathies Financial Partners, city: Pueblo, state: CO, value: 103963088, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150079/; rank: 27, crd: 339475, firm: Blue Heron Capital, city: Englewood, state: CO, value: 102210253, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339475/; rank: 28, crd: 155725, firm: CDP Financial Group, LLC, city: Littleton, state: CO, value: 100463661, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155725/; rank: 29, crd: 140285, firm: Financial Action, Inc., city: Monument, state: CO, value: 100278633, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140285/; rank: 30, crd: 342405, firm: Dynamic Lifestyle Planning Group, city: Aurora, state: CO, value: 78066405, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342405/; rank: 31, crd: 340871, firm: Evolution Vision Wealth Management, city: Glenwood Springs, state: CO, value: 65401042, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340871/; rank: 32, crd: 338325, firm: 46 North Financial, city: Denver, state: CO, value: 60417450, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338325/; rank: 33, crd: 338724, firm: Brightwork Wealth Management, LLC, city: Colorado Springs, state: CO, value: 33989257, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338724/; rank: 34, crd: 342258, firm: Ripl Wealth, city: Fort Collins, state: CO, value: 31838259, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342258/; rank: 35, crd: 334253, firm: Riede, Tiffany, city: Highlands Ranch, state: CO, value: 21460000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334253/; rank: 36, crd: 338580, firm: Brickster Capital LLC, city: Peyton, state: CO, value: 20600000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338580/; rank: 37, crd: 301036, firm: JRB Capital Management, city: Steamboat Springs, state: CO, value: 13212286, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301036/; rank: 38, crd: 338779, firm: Woolly Mammoth, LLC, city: Colorado Springs, state: CO, value: 5257161, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338779/; rank: 39, crd: 338425, firm: Yeti Wealth Management Group, LLC, city: Highlands Ranch, state: CO, value: 5162153, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338425/; rank: 40, crd: 338507, firm: Gibson Capital, city: Littleton, state: CO, value: 2512101, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338507/; rank: 41, crd: 334541, firm: Peacock Financial, LLC, city: Broomfield, state: CO, value: 100000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334541/; rank: 42, crd: 337843, firm: Ask Dolly, city: Denver, state: CO, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337843/; rank: 42, crd: 338332, firm: Aventus Wealth Management LLC, city: Centennial, state: CO, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338332/; rank: 42, crd: 338344, firm: Seva Wealth Management, city: Centennial, state: CO, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338344/; rank: 42, crd: 338532, firm: Entree Wealth LLC, city: Boulder, state: CO, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338532/; rank: 42, crd: 338710, firm: Sevenwealth LLC, city: Longmont, state: CO, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338710/; rank: 42, crd: 339078, firm: Stride Tax and Wealth Advisors, LLC, city: Aurora, state: CO, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339078/; rank: 42, crd: 339151, firm: Brotherhood Retirement, city: Colorado Springs, state: CO, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339151/; rank: 42, crd: 339181, firm: Merels Capital, city: Westminster, state: CO, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339181/; rank: 42, crd: 339453, firm: Young Wealth Partners, city: Lafayette, state: CO, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339453/; rank: 42, crd: 339522, firm: Truevector Wealth Advisors, city: Parker, state: CO, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339522/; rank: 42, crd: 339719, firm: Profiscal Wealth LLC, city: Highlands Ranch, state: CO, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339719/; rank: 42, crd: 339826, firm: Newell Financial Services, city: Greenwood Village, state: CO, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339826/; rank: 42, crd: 339852, firm: Trailblazer Wealth Management, city: Colorado Springs, state: CO, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339852/; rank: 42, crd: 339922, firm: Kickstart Financial Planning LLC, city: Parker, state: CO, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339922/; rank: 42, crd: 340094, firm: Pivot Planning, LLC, city: Highlands Ranch, state: CO, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340094/; rank: 42, crd: 340110, firm: Grantd Wealth, Inc., city: Denver, state: CO, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340110/; rank: 42, crd: 340145, firm: Advanced Wealth Advice, city: Monument, state: CO, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340145/; rank: 42, crd: 340157, firm: Otium Wealth Management, city: Fort Collins, state: CO, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340157/; rank: 42, crd: 340203, firm: Skyrise Financial, city: Larkspur, state: CO, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340203/; rank: 42, crd: 340263, firm: Xcountry Financial, city: Poncha Springs, state: CO, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340263/; rank: 42, crd: 340519, firm: Q2 Financial, city: Eastlake, state: CO, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340519/; rank: 42, crd: 340632, firm: Mogle Financial Solutions, city: Littleton, state: CO, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340632/; rank: 42, crd: 340776, firm: Financial Thinking Partner Wealth Advisors, city: Parker, state: CO, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340776/; rank: 42, crd: 340835, firm: Montgomery Financial Planning LLC, city: Arvada, state: CO, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340835/; rank: 42, crd: 341171, firm: Best Life Financial Planning, LLC, city: Longmont, state: CO, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341171/; rank: 42, crd: 341227, firm: Bolhan Wealth, city: Greenwood Village, state: CO, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341227/; rank: 42, crd: 341289, firm: Brightward Financial LLC, city: Denver, state: CO, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341289/; rank: 42, crd: 341317, firm: Gallatin River Capital LLC, city: Littleton, state: CO, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341317/; rank: 42, crd: 341593, firm: Simpliphi Capital, city: Englewood, state: CO, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341593/; rank: 42, crd: 341923, firm: Strong Mountains Financial Planning, city: Colorado Springs, state: CO, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341923/; rank: 42, crd: 342012, firm: Alpine Crest Private Wealth LLC, city: Denver, state: CO, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342012/; rank: 42, crd: 342088, firm: Manning Financial Advisors, city: Evergreen, state: CO, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342088/; rank: 42, crd: 342173, firm: Kibo Investment Advisors LLC, city: Fort Collins, state: CO, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342173/; rank: 42, crd: 342264, firm: Trevian Financial, city: Superior, state: CO, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342264/; rank: 42, crd: 342293, firm: Evercurrent Wealth Management, city: Lone Tree, state: CO, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342293/; rank: 42, crd: 342439, firm: Rise Up Planning, LLC, city: Edwards, state: CO, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342439/; rank: 42, crd: 342509, firm: Rising Femme Wealth, city: Crested Butte, state: CO, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342509/; rank: 42, crd: 342580, firm: River Rose Financial LLC, city: Snowmass Village, state: CO, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342580/; rank: 42, crd: 342585, firm: Root & Web Community Financial LLC, city: Commerce City, state: CO, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342585/; rank: 42, crd: 342632, firm: Integrated Wealth Strategies, city: Lone Tree, state: CO, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342632/; rank: 42, crd: 342646, firm: Rose Pine Financial, city: Colorado Springs, state: CO, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342646/; rank: 42, crd: 342746, firm: Vantalith Wealth, city: Colorado Springs, state: CO, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342746/; rank: 42, crd: 342857, firm: Cherry Creek Financial Planning, city: Englewood, state: CO, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342857/; rank: 42, crd: 342910, firm: Driven Wealth, city: Denver, state: CO, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342910/; rank: 42, crd: 343191, firm: Perla Wealth LLC, city: Denver, state: CO, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343191/; rank: 42, crd: 343638, firm: Boulder Financial Planning Company, city: Longmont, state: CO, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343638/; rank: 42, crd: 343677, firm: Lucid Financial Planning, city: Nederland, state: CO, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343677/; rank: 42, crd: 343744, firm: Genera Wealth, city: Erie, state: CO, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343744/; rank: 42, crd: 343955, firm: 5280 Associates, city: Denver, state: CO, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343955/; rank: 42, crd: 343984, firm: West Highland Advisors, city: Denver, state: CO, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343984/; rank: 42, crd: 344190, firm: Everoak Wealth Co, city: Colorado Springs, state: CO, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/344190/

## 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

- [Newest independent RIAs, nationally](https://advisoriq.com/ria/rankings/newest/)
- [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/newest/colorado/

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