City
Wealth management firms in Grand Junction, Colorado
As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in Grand Junction, Colorado reported $714.0 million in regulatory assets under management; the largest by assets was Rosecap Investment Advisors, LLC, with $527.5 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 6
- Regulatory assets under management
- $714.0 million
- Average per firm
- $119.0 million
- SEC-registered, of those listed
- 2 of 6 (33.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Rosecap Investment Advisors, LLC | SEC | $527.5 million | 746 |
| 2 | Integrated Benefits, Incorporated | SEC | $101.3 million | 155 |
| 3 | Delphi Wealth Partners | State | $61.9 million | 285 |
| 4 | Connolly Financial Group | State | $15.6 million | 29 |
| 5 | R Gregory Souder | State | $3.9 million | 46 |
| 6 | CLC Capital Management | State | $3.8 million | 10 |
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.