City
Independent RIAs in Lafayette, Colorado
As of October 2, 2026, 6 independent wealth management RIAs with their main office in Lafayette, Colorado reported $35.7 million in regulatory assets under management; the largest by assets was Boulder Canyon Financial, with $20.5 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 6
- Regulatory assets under management
- $35.7 million
- Average per firm
- $5.9 million
- SEC-registered, of those listed
- 0 of 6 (0.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Boulder Canyon Financial | State | $20.5 million | 89 |
| 2 | Winding Trail Financial Planning, LLC | State | $13.2 million | 48 |
| 3 | Wealth IQ | State | $1.3 million | 4 |
| 4 | Aeom Investments, LLC | State | $673,354 | 2 |
| 5 | Abby Kovach Financial Planning, LLC | State | $0 | 0 |
| 6 | Young Wealth Partners | 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.