City
Wealth management firms in Boulder, Colorado
As of October 2, 2026, 42 wealth management firms, including broker-dealer firms, with their main office in Boulder, Colorado reported $8.8 billion in regulatory assets under management; the largest by assets was BSW Wealth Partners, with $2.2 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 42
- Regulatory assets under management
- $8.8 billion
- Average per firm
- $208.7 million
- SEC-registered, of those listed
- 20 of 42 (47.6%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | BSW Wealth Partners | SEC | $2.2 billion | 3,876 |
| 2 | The Millstone Evans Group, LLC | SEC | $893.3 million | 2,677 |
| 3 | Black Swift Group, LLC | SEC | $694.1 million | 406 |
| 4 | Colorado Capital Management | SEC | $638.4 million | 1,014 |
| 5 | Boulder Wealth Advisors, LLC | SEC | $337.9 million | 528 |
| 6 | M4A3 LLC | SEC | $322.0 million | 356 |
| 7 | Broadview Wealth Partners | SEC | $304.7 million | 949 |
| 8 | Kilterhowling LLC | SEC | $292.9 million | 621 |
| 9 | Gold Medal Waters, Inc. | SEC | $285.6 million | 666 |
| 10 | The Wealth Conservancy, Inc. | SEC | $260.0 million | 220 |
| 11 | Principium Investments LLC | SEC | $225.4 million | 508 |
| 12 | Downshift Financial | SEC | $214.7 million | 354 |
| 13 | Welch Financial Planning, LLC | SEC | $198.1 million | 514 |
| 14 | Cornerstone Investment Advisors, LLC | SEC | $180.8 million | 260 |
| 15 | Silverpeak Wealth Advisors | SEC | $177.4 million | 426 |
| 16 | Quish | SEC | $154.2 million | 13 |
| 17 | Outbound Financial | SEC | $151.2 million | 423 |
| 18 | Snowball Wealth Management | SEC | $139.3 million | 164 |
| 19 | Pearl Wealth LLC | SEC | $129.9 million | 102 |
| 20 | Financial Mountain Inc | SEC | $111.3 million | 449 |
| 21 | Insight, Corp. | State | $99.0 million | 441 |
| 22 | Focus Point Capital LLC | State | $95.6 million | 81 |
| 23 | Halcyon Wealth Management, LLC | State | $88.9 million | 98 |
| 24 | Robinson Capital Management LLC | State | $82.6 million | 174 |
| 25 | Caledonia Wealth Management, Ltd. | State | $78.1 million | 232 |
| 26 | Mifi Wealth, LLC | State | $66.3 million | 189 |
| 27 | Berman, Gil | State | $64.4 million | 33 |
| 28 | Flatirons Wealth Management | State | $49.0 million | 266 |
| 29 | To Wealth, LLC | State | $48.8 million | 141 |
| 30 | Epic Investment Management | State | $44.1 million | 18 |
| 31 | Business Financial Strategies, Ltd. | State | $27.7 million | 23 |
| 32 | Barnai Asset Management | State | $21.6 million | 84 |
| 33 | Bonsai Advisors LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $21.1 million | 94 |
| 34 | Joy Equity Management LLC | State | $9.2 million | 12 |
| 35 | Guardian Brothers | State | $9.0 million | 70 |
| 36 | Bear Peak Financial, LLC | State | $4.4 million | 20 |
| 37 | Bright Future Advisors | State | $4.2 million | 6 |
| 38 | Pantile Investments | State | $1.9 million | 29 |
| 39 | Entree Wealth LLC | State | $0 | 0 |
| 40 | FPF Wealth LLC | State | $0 | 0 |
| 41 | Financial Steward Associates, LLC | State | $0 | 0 |
| 42 | Mutual Advantage, 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.