City
Independent RIAs in Erie, Colorado
As of October 2, 2026, 7 independent wealth management RIAs with their main office in Erie, Colorado reported $179.2 million in regulatory assets under management; the largest by assets was Hinman Financial Planning, Inc., with $80.7 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 7
- Regulatory assets under management
- $179.2 million
- Average per firm
- $25.6 million
- SEC-registered, of those listed
- 0 of 7 (0.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Hinman Financial Planning, Inc. | State | $80.7 million | 196 |
| 2 | Stubbs Investments, LLC | State | $52.1 million | 35 |
| 3 | Wealtheq | State | $26.4 million | 45 |
| 4 | Rocky Mountain Financial Solutions Inc. | State | $12.2 million | 89 |
| 5 | Swales Financial LLC | State | $6.0 million | 33 |
| 6 | Sharper Image Financial Services, LLC | State | $1.8 million | 35 |
| 7 | Genera Wealth | 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.