City
Independent RIAs in Broomfield, Colorado
As of October 2, 2026, 15 independent wealth management RIAs with their main office in Broomfield, Colorado reported $703.1 million in regulatory assets under management; the largest by assets was Cohesion Wealth Management, LLC, with $171.0 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 15
- Regulatory assets under management
- $703.1 million
- Average per firm
- $46.9 million
- SEC-registered, of those listed
- 4 of 15 (26.7%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Cohesion Wealth Management, LLC | SEC | $171.0 million | 199 |
| 2 | White Hawk Wealth Management | SEC | $131.2 million | 482 |
| 3 | Cultivate Wealth Partners | SEC | $125.3 million | 149 |
| 4 | Peak Financial Management, Inc. | SEC | $109.4 million | 156 |
| 5 | New West Investment Management, Inc. | State | $80.0 million | 170 |
| 6 | Millennial Wealth Management, LLC | State | $36.0 million | 165 |
| 7 | Cayden Wealth Management | State | $21.8 million | 338 |
| 8 | Wolff Financial Advisors, LLC | State | $12.8 million | 57 |
| 9 | James Morgan Asset Management, LLC | State | $10.4 million | 24 |
| 10 | Lybis Investing | State | $4.9 million | 22 |
| 11 | Peacock Financial, LLC | State | $100,000 | 2 |
| 12 | Terranorth Investment Management LLC | State | $91,149 | 1 |
| 13 | Arroit Services Inc | State | $84,307 | 3 |
| 14 | Simmons & Associates, LLC | State | $0 | 0 |
| 15 | Tom C. Nelson, PHD, Cfp(r) Personal Financial Consultant | State | $0 | 0 |
Independent RIAs 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.