City
Wealth management firms in Golden, Colorado
As of October 2, 2026, 9 wealth management firms, including broker-dealer firms, with their main office in Golden, Colorado reported $6.2 billion in regulatory assets under management; the largest by assets was Western Wealth Management LLC, with $5.4 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 9
- Regulatory assets under management
- $6.2 billion
- Average per firm
- $688.0 million
- SEC-registered, of those listed
- 4 of 9 (44.4%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Western Wealth Management LLC | SEC | $5.4 billion | 19,273 |
| 2 | Full Financial Inc. | SEC | $290.0 million | 719 |
| 3 | Gilpin Wealth Management LLC | SEC | $227.2 million | 538 |
| 4 | Trailwise Financial Partners, LLC | SEC | $144.8 million | 666 |
| 5 | Aspen Leaf Wealth Management, PBC | State | $99.2 million | 329 |
| 6 | P.A. Schopen & Associates, LLC | State | $54.7 million | 206 |
| 7 | Gorham Wealth Management, LLC | State | $14.4 million | 25 |
| 8 | J.W. Jarvis Investment 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 | $3.0 million | 20 |
| 9 | Alpine Financial Advisers, LLC | State | $1.4 million | 6 |
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.