{"type":"ria_state","disclaimer":"Firm-level data as reported on Form ADV to the SEC and state regulators; corrections are made on Form ADV and appear after the next monthly reload.","title":"Independent RIAs in Colorado","lead":"As of October 2, 2026, 746 independent wealth management RIAs based in Colorado reported $420.0 billion in regulatory assets under management; the largest by assets was Empower Advisory Group, LLC, with $195.4 billion.","as_of":"2026-10-02","facts":{"state":"Colorado","code":"CO","population":"Independent wealth management RIAs: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. Asset managers, private fund managers and pension consultants are not in the directory.","latest":{"independent":{"accounts":717471,"firms":746,"median_raum":64187290.5,"raum":420047775483,"advisory_employees":8908,"avg_account":585456.102731678,"band_100m_250m":132,"band_100m_250m_raum":20522618359,"band_10b_plus":2,"band_10b_plus_raum":279823214069,"band_1b_5b":23,"band_1b_5b_raum":40428951822,"band_250m_500m":50,"band_250m_500m_raum":16925051144,"band_500m_1b":44,"band_500m_1b_raum":30403297067,"band_5b_10b":3,"band_5b_10b_raum":20317826071,"band_lt100m":384,"band_lt100m_raum":11626816951,"bd_affiliated_share":0.00536193029490617,"cfp_professionals":1270,"clients":467664,"custody_share":0.233243967828418,"employees":12449,"fee_aum_pct_share":0.910187667560322,"fee_commissions_share":0.0241286863270777,"fee_fixed_share":0.624664879356568,"fee_hourly_share":0.493297587131367,"fee_other_share":0.0576407506702413,"fee_performance_share":0.0335120643431635,"fee_subscription_share":0.00670241286863271,"financial_planning_share":0.802949061662198,"firms_with_raum":638,"iars":4950,"mean_raum":658382093.233542,"new_firms":92,"p25_raum":14717883.25,"p75_raum":176930782,"p90_raum":547271329.300001,"raum_discretionary":372782154349,"top100_share":0.908650805033122,"top10_share":0.750662458515415},"independent_sec":{"accounts":673947,"firms":255,"median_raum":235926531,"raum":407593955017,"advisory_employees":8254,"avg_account":604786.363047836,"band_100m_250m":120,"band_100m_250m_raum":19238608550,"band_10b_plus":2,"band_10b_plus_raum":279823214069,"band_1b_5b":23,"band_1b_5b_raum":40428951822,"band_250m_500m":50,"band_250m_500m_raum":16925051144,"band_500m_1b":44,"band_500m_1b_raum":30403297067,"band_5b_10b":3,"band_5b_10b_raum":20317826071,"band_lt100m":8,"band_lt100m_raum":457006294,"bd_affiliated_share":0.0156862745098039,"cfp_professionals":1088,"clients":440554,"custody_share":0.568627450980392,"employees":11686,"fee_aum_pct_share":0.964705882352941,"fee_commissions_share":0.0117647058823529,"fee_fixed_share":0.72156862745098,"fee_hourly_share":0.505882352941176,"fee_other_share":0.0627450980392157,"fee_performance_share":0.0509803921568627,"fee_subscription_share":0.00784313725490196,"financial_planning_share":0.886274509803922,"firms_with_raum":250,"iars":4302,"mean_raum":1630375820.068,"new_firms":35,"p25_raum":150116447.5,"p75_raum":574170159.75,"p90_raum":1098944550,"raum_discretionary":361631858557,"raum_growth_1y":0.243820627271181,"successions":0,"top100_share":0.93641415591917,"top10_share":0.77359855796892},"state":{"accounts":43524,"firms":491,"median_raum":20473304.5,"raum":12453820466,"advisory_employees":654,"avg_account":286136.854746806,"band_100m_250m":12,"band_100m_250m_raum":1284009809,"band_10b_plus":0,"band_10b_plus_raum":0,"band_1b_5b":0,"band_1b_5b_raum":0,"band_250m_500m":0,"band_250m_500m_raum":0,"band_500m_1b":0,"band_500m_1b_raum":0,"band_5b_10b":0,"band_5b_10b_raum":0,"band_lt100m":376,"band_lt100m_raum":11169810657,"bd_affiliated_share":0,"cfp_professionals":182,"clients":27110,"custody_share":0.0590631364562118,"employees":763,"fee_aum_pct_share":0.881873727087576,"fee_commissions_share":0.0305498981670061,"fee_fixed_share":0.574338085539715,"fee_hourly_share":0.486761710794297,"fee_other_share":0.054989816700611,"fee_performance_share":0.0244399185336049,"fee_subscription_share":0.00610997963340122,"financial_planning_share":0.759674134419552,"firms_with_raum":388,"iars":648,"mean_raum":32097475.4278351,"new_firms":57,"p25_raum":6472847.25,"p75_raum":52312349,"p90_raum":86906403.3,"raum_discretionary":11150295792,"top100_share":0.636503613139528,"top10_share":0.0868203692956625}},"broker_dealer_affiliated_not_included":{"firms":14,"raum":15084720894},"series":{"firms":{"segment":"independent_sec","unit":"count","points":[{"as_of":"2018-10-01","value":124},{"as_of":"2019-10-01","value":138},{"as_of":"2020-10-01","value":152},{"as_of":"2021-10-04","value":165},{"as_of":"2022-10-03","value":189},{"as_of":"2023-10-05","value":192},{"as_of":"2024-10-01","value":204},{"as_of":"2025-09-02","value":208},{"as_of":"2026-10-02","value":255}]},"raum":{"segment":"independent_sec","unit":"usd","points":[{"as_of":"2018-10-01","value":46903289204},{"as_of":"2019-10-01","value":58250973805},{"as_of":"2020-10-01","value":70527230047},{"as_of":"2021-10-04","value":83989181055},{"as_of":"2022-10-03","value":117288811270},{"as_of":"2023-10-05","value":234071122017},{"as_of":"2024-10-01","value":273804321558},{"as_of":"2025-09-02","value":327695124265},{"as_of":"2026-10-02","value":407593955017}]},"accounts":{"segment":"independent_sec","unit":"count","points":[{"as_of":"2018-10-01","value":106716},{"as_of":"2019-10-01","value":146255},{"as_of":"2020-10-01","value":158878},{"as_of":"2021-10-04","value":178805},{"as_of":"2022-10-03","value":241450},{"as_of":"2023-10-05","value":503127},{"as_of":"2024-10-01","value":480596},{"as_of":"2025-09-02","value":577889},{"as_of":"2026-10-02","value":673947}]},"median_raum":{"segment":"independent_sec","unit":"usd","points":[{"as_of":"2018-10-01","value":205822168},{"as_of":"2019-10-01","value":196461238},{"as_of":"2020-10-01","value":213268199},{"as_of":"2021-10-04","value":217801414.5},{"as_of":"2022-10-03","value":248684722},{"as_of":"2023-10-05","value":231762773.5},{"as_of":"2024-10-01","value":249467629},{"as_of":"2025-09-02","value":279717057},{"as_of":"2026-10-02","value":235926531}]}},"top_10":{"largest":[{"rank":1,"crd":112058,"firm":"Empower Advisory Group, LLC","city":"Greenwood Village","value":195426321479},{"rank":2,"crd":147363,"firm":"Mercer Global Advisors Inc.","city":"Denver","value":84396892590},{"rank":3,"crd":137068,"firm":"Elevation Point Wealth Partners, LLC","city":"Denver","value":8290502368},{"rank":4,"crd":158166,"firm":"Aspen Grove Capital, LLC","city":"Avon","value":6669946419},{"rank":5,"crd":283545,"firm":"Western Wealth Management LLC","city":"Golden","value":5357377284},{"rank":6,"crd":125101,"firm":"JFG Family Office","city":"Denver","value":4529119285},{"rank":7,"crd":107563,"firm":"GHP Investment Advisors Inc","city":"Denver","value":3063634584},{"rank":8,"crd":110069,"firm":"Obermeyer Wealth Partners","city":"Aspen","value":3034106485},{"rank":9,"crd":335242,"firm":"Summit Wealth Group","city":"Colorado Springs","value":2306090776},{"rank":10,"crd":107485,"firm":"BSW Wealth Partners","city":"Boulder","value":2240104568}],"fastest-growing":[{"rank":1,"crd":137068,"firm":"Elevation Point Wealth Partners, LLC","city":"Denver","value":2.40484997945532},{"rank":2,"crd":322138,"firm":"Buck Wealth Strategies, LLC","city":"Denver","value":1.90600872288467},{"rank":3,"crd":154131,"firm":"Integrity Investment Advisors","city":"Fort Collins","value":1.34708267607649},{"rank":4,"crd":332544,"firm":"BXM Wealth LLC","city":"Englewood","value":1.14959508938144},{"rank":5,"crd":292565,"firm":"Tandem Financial, LLC","city":"Greenwood Village","value":0.86060430216464},{"rank":6,"crd":292277,"firm":"Heirloom Wealth Management LLC","city":"Greenwood Village","value":0.804867147551519},{"rank":7,"crd":332317,"firm":"Uniting Wealth Partners","city":"Denver","value":0.715810737954043},{"rank":8,"crd":335242,"firm":"Summit Wealth Group","city":"Colorado Springs","value":0.703470536488146},{"rank":9,"crd":113967,"firm":"Peak Investment Advisors, Inc.","city":"Colorado Springs","value":0.681191008336762},{"rank":10,"crd":331850,"firm":"Owl Creek Wealth Partners","city":"Greenwood Village","value":0.659289334642934}],"fastest-growing-3-year":[{"rank":1,"crd":292817,"firm":"Maia Wealth","city":"Denver","value":0.657864404855481},{"rank":2,"crd":137068,"firm":"Elevation Point Wealth Partners, LLC","city":"Denver","value":0.644996814302092},{"rank":3,"crd":153147,"firm":"Keystone Global Partners LLC","city":"Denver","value":0.546890964989869},{"rank":4,"crd":154131,"firm":"Integrity Investment Advisors","city":"Fort Collins","value":0.467165115494118},{"rank":5,"crd":292277,"firm":"Heirloom Wealth Management LLC","city":"Greenwood Village","value":0.464592796771617},{"rank":6,"crd":289891,"firm":"Peak Planning Group, LLC","city":"Centennial","value":0.455248892736077},{"rank":7,"crd":324044,"firm":"Varra Financial","city":"Louisville","value":0.419328555357435},{"rank":8,"crd":169889,"firm":"Jim Saulnier & Associates, LLC","city":"Fort Collins","value":0.394050876201853},{"rank":9,"crd":172002,"firm":"Wealth Watch Advisors, Inc","city":"Englewood","value":0.377651273230174},{"rank":10,"crd":310591,"firm":"Focused Alpha, LLC","city":"Greenwood Village","value":0.37120327825037}],"fastest-growing-5-year":[{"rank":1,"crd":292817,"firm":"Maia Wealth","city":"Denver","value":0.547767327154954},{"rank":2,"crd":137068,"firm":"Elevation Point Wealth Partners, LLC","city":"Denver","value":0.390101222992},{"rank":3,"crd":153147,"firm":"Keystone Global Partners LLC","city":"Denver","value":0.374411114795671},{"rank":4,"crd":292277,"firm":"Heirloom Wealth Management LLC","city":"Greenwood Village","value":0.355172457318973},{"rank":5,"crd":147363,"firm":"Mercer Global Advisors Inc.","city":"Denver","value":0.335445317682603},{"rank":6,"crd":110900,"firm":"Investment Management Associates","city":"Greenwood Village","value":0.306380704422685},{"rank":7,"crd":172002,"firm":"Wealth Watch Advisors, Inc","city":"Englewood","value":0.281691940920284},{"rank":8,"crd":312325,"firm":"Edgerock Wealth Management","city":"Denver","value":0.27956429541026},{"rank":9,"crd":288335,"firm":"Clear Creek Advisors","city":"Denver","value":0.278603125533502},{"rank":10,"crd":125101,"firm":"JFG Family Office","city":"Denver","value":0.27565228992611}],"biggest-asset-gains":[{"rank":1,"crd":112058,"firm":"Empower Advisory Group, LLC","city":"Greenwood Village","value":36305990988},{"rank":2,"crd":147363,"firm":"Mercer Global Advisors Inc.","city":"Denver","value":24140622010},{"rank":3,"crd":137068,"firm":"Elevation Point Wealth Partners, LLC","city":"Denver","value":5855592631},{"rank":4,"crd":125101,"firm":"JFG Family Office","city":"Denver","value":1783620077},{"rank":5,"crd":283545,"firm":"Western Wealth Management LLC","city":"Golden","value":1413154199},{"rank":6,"crd":322138,"firm":"Buck Wealth Strategies, LLC","city":"Denver","value":1077614725},{"rank":7,"crd":330057,"firm":"Crusonia Wealth Advisors LLC","city":"Denver","value":1017004353},{"rank":8,"crd":335242,"firm":"Summit Wealth Group","city":"Colorado Springs","value":952330481},{"rank":9,"crd":158166,"firm":"Aspen Grove Capital, LLC","city":"Avon","value":868381944},{"rank":10,"crd":333127,"firm":"PCM Encore, LLC","city":"Aspen","value":810125008}],"most-clients":[{"rank":1,"crd":112058,"firm":"Empower Advisory Group, LLC","city":"Greenwood Village","value":297098},{"rank":2,"crd":147363,"firm":"Mercer Global Advisors Inc.","city":"Denver","value":36259},{"rank":3,"crd":283545,"firm":"Western Wealth Management LLC","city":"Golden","value":11292},{"rank":4,"crd":137068,"firm":"Elevation Point Wealth Partners, LLC","city":"Denver","value":4936},{"rank":5,"crd":172002,"firm":"Wealth Watch Advisors, Inc","city":"Englewood","value":3587},{"rank":6,"crd":335242,"firm":"Summit Wealth Group","city":"Colorado Springs","value":3117},{"rank":7,"crd":174844,"firm":"Tucker Asset Management LLC","city":"Littleton","value":2960},{"rank":8,"crd":322138,"firm":"Buck Wealth Strategies, LLC","city":"Denver","value":2948},{"rank":9,"crd":109036,"firm":"First Affirmative Financial Network LLC","city":"Colorado Springs","value":2335},{"rank":10,"crd":282814,"firm":"Triumph Capital Management","city":"Denver","value":2239}],"client-growth":[{"rank":1,"crd":137068,"firm":"Elevation Point Wealth Partners, LLC","city":"Denver","value":1.94335122242099},{"rank":2,"crd":130484,"firm":"Hoffmann Hermanson","city":"Denver","value":1.72602739726027},{"rank":3,"crd":282860,"firm":"Whipplewood Advisors, LLC","city":"Littleton","value":1.5472972972973},{"rank":4,"crd":149123,"firm":"Infinium Investment Advisors, LLC","city":"Denver","value":1},{"rank":5,"crd":326930,"firm":"Rigden Capital Strategies","city":"Englewood","value":0.834146341463415},{"rank":6,"crd":332317,"firm":"Uniting Wealth Partners","city":"Denver","value":0.620493358633776},{"rank":7,"crd":333032,"firm":"Legacy Wealth Partners, LLC","city":"Lakewood","value":0.569583931133429},{"rank":8,"crd":322893,"firm":"Tier One Wealth Management","city":"Lone Tree","value":0.486486486486486},{"rank":9,"crd":292565,"firm":"Tandem Financial, LLC","city":"Greenwood Village","value":0.46474358974359},{"rank":10,"crd":287697,"firm":"Outbound Financial","city":"Boulder","value":0.432748538011696}],"most-accounts":[{"rank":1,"crd":112058,"firm":"Empower Advisory Group, LLC","city":"Greenwood Village","value":297074},{"rank":2,"crd":147363,"firm":"Mercer Global Advisors Inc.","city":"Denver","value":116310},{"rank":3,"crd":137068,"firm":"Elevation Point Wealth Partners, LLC","city":"Denver","value":19386},{"rank":4,"crd":283545,"firm":"Western Wealth Management LLC","city":"Golden","value":19273},{"rank":5,"crd":335242,"firm":"Summit Wealth Group","city":"Colorado Springs","value":8632},{"rank":6,"crd":292817,"firm":"Maia Wealth","city":"Denver","value":5265},{"rank":7,"crd":322138,"firm":"Buck Wealth Strategies, LLC","city":"Denver","value":5193},{"rank":8,"crd":107563,"firm":"GHP Investment Advisors Inc","city":"Denver","value":4560},{"rank":9,"crd":107485,"firm":"BSW Wealth Partners","city":"Boulder","value":3876},{"rank":10,"crd":113681,"firm":"Townsend","city":"Westminster","value":3662}],"most-advisory-staff":[{"rank":1,"crd":112058,"firm":"Empower Advisory Group, LLC","city":"Greenwood Village","value":6138},{"rank":2,"crd":147363,"firm":"Mercer Global Advisors Inc.","city":"Denver","value":632},{"rank":3,"crd":283545,"firm":"Western Wealth Management LLC","city":"Golden","value":95},{"rank":4,"crd":174844,"firm":"Tucker Asset Management LLC","city":"Littleton","value":69},{"rank":5,"crd":137068,"firm":"Elevation Point Wealth Partners, LLC","city":"Denver","value":54},{"rank":6,"crd":172002,"firm":"Wealth Watch Advisors, Inc","city":"Englewood","value":52},{"rank":7,"crd":322138,"firm":"Buck Wealth Strategies, LLC","city":"Denver","value":39},{"rank":8,"crd":292817,"firm":"Maia Wealth","city":"Denver","value":36},{"rank":9,"crd":125101,"firm":"JFG Family Office","city":"Denver","value":35},{"rank":10,"crd":335242,"firm":"Summit Wealth Group","city":"Colorado Springs","value":29}],"most-hnw-clients":[{"rank":1,"crd":112058,"firm":"Empower Advisory Group, LLC","city":"Greenwood Village","value":20524},{"rank":2,"crd":147363,"firm":"Mercer Global Advisors Inc.","city":"Denver","value":18398},{"rank":3,"crd":283545,"firm":"Western Wealth Management LLC","city":"Golden","value":3272},{"rank":4,"crd":137068,"firm":"Elevation Point Wealth Partners, LLC","city":"Denver","value":1599},{"rank":5,"crd":109036,"firm":"First Affirmative Financial Network LLC","city":"Colorado Springs","value":1280},{"rank":6,"crd":332317,"firm":"Uniting Wealth Partners","city":"Denver","value":651},{"rank":7,"crd":107563,"firm":"GHP Investment Advisors Inc","city":"Denver","value":605},{"rank":8,"crd":335242,"firm":"Summit Wealth Group","city":"Colorado Springs","value":584},{"rank":9,"crd":326716,"firm":"Gainline Financial Partners, LLC","city":"Louisville","value":581},{"rank":10,"crd":110069,"firm":"Obermeyer Wealth Partners","city":"Aspen","value":570}],"most-cfp-professionals":[{"rank":1,"crd":147363,"firm":"Mercer Global Advisors Inc.","city":"Denver","value":470},{"rank":2,"crd":112058,"firm":"Empower Advisory Group, LLC","city":"Greenwood Village","value":120},{"rank":3,"crd":283545,"firm":"Western Wealth Management LLC","city":"Golden","value":26},{"rank":4,"crd":284220,"firm":"Q3 Advisors, LLC","city":"Arvada","value":22},{"rank":4,"crd":335242,"firm":"Summit Wealth Group","city":"Colorado Springs","value":22},{"rank":6,"crd":330057,"firm":"Crusonia Wealth Advisors LLC","city":"Denver","value":14},{"rank":7,"crd":137068,"firm":"Elevation Point Wealth Partners, LLC","city":"Denver","value":12},{"rank":7,"crd":292817,"firm":"Maia Wealth","city":"Denver","value":12},{"rank":9,"crd":107485,"firm":"BSW Wealth Partners","city":"Boulder","value":10},{"rank":10,"crd":106050,"firm":"Sharkey Howes & Javer Inc","city":"Denver","value":9}],"newest":[{"rank":1,"crd":340444,"firm":"Exceptional Wealth & Family Office","city":"Colorado Springs","value":292181992},{"rank":2,"crd":309832,"firm":"WMK Investment Partners","city":"Denver","value":211019817},{"rank":3,"crd":331416,"firm":"Quantitative Financial Strategies","city":"Denver","value":156199967},{"rank":4,"crd":333752,"firm":"Horizon Wealth","city":"Denver","value":147239402},{"rank":5,"crd":323530,"firm":"Trailwise Financial Partners, LLC","city":"Golden","value":144773386},{"rank":6,"crd":338839,"firm":"Pulliam Family Office, LLC","city":"Crested Butte","value":141743358},{"rank":7,"crd":110097,"firm":"Dorato Capital Management","city":"Denver","value":138742554},{"rank":8,"crd":341034,"firm":"White Hawk Wealth Management","city":"Broomfield","value":131209800},{"rank":9,"crd":218512,"firm":"Agemy Wealth Advisors, LLC","city":"Denver","value":130500000},{"rank":10,"crd":296811,"firm":"Pearl Wealth LLC","city":"Boulder","value":129900328}]},"cities":[{"name":"Greenwood Village","independent_rias":42,"raum":207753267310,"url":"https://advisoriq.com/ria/states/colorado/greenwood-village/"},{"name":"Denver","independent_rias":151,"raum":133054441786,"url":"https://advisoriq.com/ria/states/colorado/denver/"},{"name":"Colorado Springs","independent_rias":65,"raum":11520343891,"url":"https://advisoriq.com/ria/states/colorado/colorado-springs/"},{"name":"Boulder","independent_rias":41,"raum":8745911771,"url":"https://advisoriq.com/ria/states/colorado/boulder/"},{"name":"Golden","independent_rias":8,"raum":6189024349,"url":"https://advisoriq.com/ria/states/colorado/golden/"},{"name":"Aspen","independent_rias":6,"raum":5215842961,"url":"https://advisoriq.com/ria/states/colorado/aspen/"},{"name":"Lakewood","independent_rias":15,"raum":4158188357,"url":"https://advisoriq.com/ria/states/colorado/lakewood/"},{"name":"Fort Collins","independent_rias":36,"raum":3476401508,"url":"https://advisoriq.com/ria/states/colorado/fort-collins/"},{"name":"Centennial","independent_rias":26,"raum":3366009821,"url":"https://advisoriq.com/ria/states/colorado/centennial/"},{"name":"Englewood","independent_rias":20,"raum":3322401333,"url":"https://advisoriq.com/ria/states/colorado/englewood/"},{"name":"Highlands Ranch","independent_rias":24,"raum":3258255470,"url":"https://advisoriq.com/ria/states/colorado/highlands-ranch/"},{"name":"Westminster","independent_rias":9,"raum":2907761905,"url":"https://advisoriq.com/ria/states/colorado/westminster/"},{"name":"Littleton","independent_rias":28,"raum":2812895712,"url":"https://advisoriq.com/ria/states/colorado/littleton/"},{"name":"Louisville","independent_rias":12,"raum":2118252853,"url":"https://advisoriq.com/ria/states/colorado/louisville/"},{"name":"Lone Tree","independent_rias":11,"raum":1571738392,"url":"https://advisoriq.com/ria/states/colorado/lone-tree/"},{"name":"Durango","independent_rias":11,"raum":1355807320,"url":"https://advisoriq.com/ria/states/colorado/durango/"},{"name":"Loveland","independent_rias":10,"raum":1138654690,"url":"https://advisoriq.com/ria/states/colorado/loveland/"},{"name":"Montrose","independent_rias":7,"raum":851712633,"url":"https://advisoriq.com/ria/states/colorado/montrose/"},{"name":"Castle Rock","independent_rias":13,"raum":835190629,"url":"https://advisoriq.com/ria/states/colorado/castle-rock/"},{"name":"Grand Junction","independent_rias":6,"raum":713988040,"url":"https://advisoriq.com/ria/states/colorado/grand-junction/"},{"name":"Broomfield","independent_rias":15,"raum":703120518,"url":"https://advisoriq.com/ria/states/colorado/broomfield/"},{"name":"Steamboat Springs","independent_rias":7,"raum":611809384,"url":"https://advisoriq.com/ria/states/colorado/steamboat-springs/"},{"name":"Arvada","independent_rias":10,"raum":387829319,"url":"https://advisoriq.com/ria/states/colorado/arvada/"},{"name":"Parker","independent_rias":16,"raum":378969210,"url":"https://advisoriq.com/ria/states/colorado/parker/"},{"name":"Crested Butte","independent_rias":5,"raum":351505291,"url":"https://advisoriq.com/ria/states/colorado/crested-butte/"},{"name":"Longmont","independent_rias":12,"raum":332369439,"url":"https://advisoriq.com/ria/states/colorado/longmont/"},{"name":"Aurora","independent_rias":10,"raum":313293290,"url":"https://advisoriq.com/ria/states/colorado/aurora/"},{"name":"Monument","independent_rias":8,"raum":240635666,"url":"https://advisoriq.com/ria/states/colorado/monument/"},{"name":"Castle Pines","independent_rias":7,"raum":215478070,"url":"https://advisoriq.com/ria/states/colorado/castle-pines/"},{"name":"Erie","independent_rias":7,"raum":179233990,"url":"https://advisoriq.com/ria/states/colorado/erie/"},{"name":"Thornton","independent_rias":5,"raum":73863653,"url":"https://advisoriq.com/ria/states/colorado/thornton/"},{"name":"Lafayette","independent_rias":6,"raum":35694205,"url":"https://advisoriq.com/ria/states/colorado/lafayette/"}],"iar_ce_status":"in effect"},"sources":[{"url":"https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip","checked":"2026-10-07","label":"SEC, Information About Registered Investment Advisers (ia100226.zip)"},{"url":"https://adviserinfo.sec.gov/compilation","checked":"2026-10-07","label":"IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz)"},{"url":"https://www.nasaa.org/industry-resources/investment-advisers/investment-adviser-representative-continuing-education/iar-ce-map/","checked":"2026-10-05","label":"NASAA IAR CE map"}],"related":[{"title":"RIA market data by state","url":"https://advisoriq.com/ria/states/"},{"title":"Largest independent RIAs by assets under management in Colorado","url":"https://advisoriq.com/ria/rankings/largest/colorado/"},{"title":"Fastest-growing independent RIAs over one year in Colorado","url":"https://advisoriq.com/ria/rankings/fastest-growing/colorado/"},{"title":"Fastest-growing independent RIAs over three years in Colorado","url":"https://advisoriq.com/ria/rankings/fastest-growing-3-year/colorado/"},{"title":"Fastest-growing independent RIAs over five years in Colorado","url":"https://advisoriq.com/ria/rankings/fastest-growing-5-year/colorado/"},{"title":"IAR CE in Colorado","url":"https://advisoriq.com/ce/iar/colorado/"}],"notes":["Firms are placed in the state of their main office.","History covers SEC-registered firms only, from October 2018."],"url":"https://advisoriq.com/ria/states/colorado/","citation":"AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/states/colorado/","license":"https://advisoriq.com/license/","publisher":"AdvisorIQ, independent education for financial advisors"}