City
Wealth management firms in Colorado Springs, Colorado
As of October 2, 2026, 67 wealth management firms, including broker-dealer firms, with their main office in Colorado Springs, Colorado reported $11.9 billion in regulatory assets under management; the largest by assets was Summit Wealth Group, with $2.3 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 67
- Regulatory assets under management
- $11.9 billion
- Average per firm
- $178.2 million
- SEC-registered, of those listed
- 25 of 67 (37.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Summit Wealth Group | SEC | $2.3 billion | 8,632 |
| 2 | Bruni J V & Co | SEC | $1.1 billion | 662 |
| 3 | First Affirmative Financial Network LLC | SEC | $905.2 million | 2,327 |
| 4 | Ramsay Stattman Vela & Price Inc | SEC | $778.5 million | 404 |
| 5 | Seamount Financial Group Inc | SEC | $745.2 million | 1,609 |
| 6 | Altus Wealth Group, LLC | SEC | $620.1 million | 2,339 |
| 7 | Envoy Advisory Inc. | SEC | $615.0 million | 1,983 |
| 8 | Intergy Private Wealth, LLC | SEC | $602.6 million | 2,298 |
| 9 | Petra Financial Advisors Inc | SEC | $447.2 million | 1,171 |
| 10 | Cascade Investment Group, Inc. 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. | SEC | $419.9 million | 978 |
| 11 | Exceptional Wealth & Family Office | SEC | $292.2 million | 527 |
| 12 | Salus Financial Advisors | SEC | $262.6 million | 1,143 |
| 13 | Peak Investment Advisors, Inc. | SEC | $234.6 million | 195 |
| 14 | Bonfire Financial, LLC | SEC | $234.0 million | 815 |
| 15 | Bauer Wealth Management Inc. | SEC | $205.9 million | 609 |
| 16 | Accelerated Wealth Advisors LLC | SEC | $180.5 million | 758 |
| 17 | Intentional Wealth Strategies | SEC | $171.3 million | 581 |
| 18 | Planwiser Financial | SEC | $169.1 million | 887 |
| 19 | Season Investments, LLC | SEC | $159.7 million | 286 |
| 20 | Peace of Mind Financial Planning, Inc | SEC | $123.6 million | 404 |
| 21 | Senior Tax Advisory Group, Inc. | SEC | $122.8 million | 1,286 |
| 22 | 56 Capital Partners, Ltd | SEC | $113.3 million | 546 |
| 23 | RS Asset Management, LLC | SEC | $107.2 million | 251 |
| 24 | Adelmann Financial, Inc. | State | $105.9 million | 340 |
| 25 | Advisers Investment Management, Inc. | State | $105.2 million | 573 |
| 26 | Bullock Capital Alliance, Inc. | State | $98.1 million | 189 |
| 27 | Prosper Financial | State | $97.4 million | 190 |
| 28 | Advenire Wealth Management | State | $90.5 million | 258 |
| 29 | Targeted Wealth Solutions | State | $71.7 million | 280 |
| 30 | Gump and McHugh Asset Management | State | $65.4 million | 104 |
| 31 | Matthews Advisors, LLC | State | $57.5 million | 164 |
| 32 | Best Life Infinity, LLC | SEC | $48.2 million | 163 |
| 33 | Brightwork Wealth Management, LLC | State | $34.0 million | 131 |
| 34 | Partners Capital Management, Inc. | State | $30.4 million | 29 |
| 35 | Baskin Financial Planning | State | $29.3 million | 320 |
| 36 | Cobalt Private Wealth LLC | State | $24.4 million | 71 |
| 37 | Strong Wealth | State | $24.2 million | 152 |
| 38 | Nvest Advisors, LLC | State | $22.8 million | 262 |
| 39 | Ardent Investors, LLC | State | $19.2 million | 38 |
| 40 | First Light Financial | State | $17.0 million | 72 |
| 41 | Integrity First Financial Planning LLC | State | $14.7 million | 47 |
| 42 | Cornerstone Financial Planning | State | $14.5 million | 72 |
| 43 | Atlas Lifestyle Planning Group LLC | State | $12.1 million | 71 |
| 44 | Unity Wealth Strategies | State | $8.5 million | 153 |
| 45 | Million Pebbles | State | $7.7 million | 54 |
| 46 | Woolly Mammoth, LLC | State | $5.3 million | 2 |
| 47 | Carriere Financial Planning LLC | State | $5.0 million | 61 |
| 48 | Aware Investing, Inc | State | $4.7 million | 19 |
| 49 | Sparks Capital Management | State | $3.9 million | 12 |
| 50 | Coah Financial | State | $3.5 million | 13 |
| 51 | Replica Wealth Advisors Inc | State | $2.3 million | 32 |
| 52 | J D Atkinson | State | $2.1 million | 10 |
| 53 | Abundant Capital Strategies LLC | State | $414,640 | 9 |
| 54 | Bennco Advisors 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 | $0 | 0 |
| 55 | Brotherhood Retirement | State | $0 | 0 |
| 56 | Everoak Wealth Co | SEC | $0 | 0 |
| 57 | King Financial Planning & Management, LLC | State | $0 | 0 |
| 58 | More Than Your Money, Inc. | State | $0 | 0 |
| 59 | Prime Financial Strategies, Inc. | State | $0 | 0 |
| 60 | Rose Pine Financial | State | $0 | 0 |
| 61 | Sagegrove Investment Advisory Group, LLC | State | $0 | 0 |
| 62 | Sela Capital Group LLC | State | $0 | 0 |
| 63 | Strong Mountains Financial Planning | State | $0 | 0 |
| 64 | Sullivan & Associates | State | $0 | 0 |
| 65 | Sustainable Wealth Strategies, LLC | State | $0 | 0 |
| 66 | Trailblazer Wealth Management | State | $0 | 0 |
| 67 | Vantalith Wealth | 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.