City
Wealth management firms in Aurora, Colorado
As of October 2, 2026, 10 wealth management firms, including broker-dealer firms, with their main office in Aurora, Colorado reported $313.3 million in regulatory assets under management; the largest by assets was Financial Counseling Associates, Inc, with $103.5 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 10
- Regulatory assets under management
- $313.3 million
- Average per firm
- $31.3 million
- SEC-registered, of those listed
- 1 of 10 (10.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Financial Counseling Associates, Inc | SEC | $103.5 million | 126 |
| 2 | Dynamic Lifestyle Planning Group | State | $78.1 million | 142 |
| 3 | MC Financial Management, Inc. | State | $47.8 million | 140 |
| 4 | Sample Financial Solutions, LLC | State | $27.6 million | 89 |
| 5 | GC Alternative Management, LLC | State | $27.4 million | 47 |
| 6 | Trinity Wealth | State | $18.5 million | 70 |
| 7 | Royal Financial Investment Group | State | $6.0 million | 41 |
| 8 | Curtis C. Rose & Associates | State | $3.8 million | 19 |
| 9 | Wolf & Raven Private Wealth | State | $668,133 | 13 |
| 10 | Stride Tax and Wealth Advisors, LLC | State | $0 | 0 |
Wealth management firms in Colorado, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.