City
Wealth management firms in Littleton, Colorado
As of October 2, 2026, 28 wealth management firms, including broker-dealer firms, with their main office in Littleton, Colorado reported $2.8 billion in regulatory assets under management; the largest by assets was Sprinkle Financial Consultants LLC, with $926.1 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 28
- Regulatory assets under management
- $2.8 billion
- Average per firm
- $100.5 million
- SEC-registered, of those listed
- 8 of 28 (28.6%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Sprinkle Financial Consultants LLC | SEC | $926.1 million | 1,068 |
| 2 | Tucker Asset Management LLC | SEC | $603.6 million | 3,217 |
| 3 | Whipplewood Advisors, LLC | SEC | $324.5 million | 375 |
| 4 | Capital Financial Group, Inc. | SEC | $237.4 million | 667 |
| 5 | Summitpoint Capital Management | SEC | $132.5 million | 346 |
| 6 | CDP Financial Group, LLC | SEC | $100.5 million | 257 |
| 7 | Asset Solutions, Inc. | State | $97.7 million | 726 |
| 8 | Hebert Advisory Services Inc | State | $72.4 million | 143 |
| 9 | Lampe Financial Group LLC | State | $56.9 million | 175 |
| 10 | Berenz Wealth Management, LLC | State | $54.3 million | 284 |
| 11 | FTN Capital Management | State | $31.3 million | 20 |
| 12 | BZ Wealth Advisors, LLC | SEC | $26.0 million | 108 |
| 13 | Windmiller | State | $22.5 million | 55 |
| 14 | Sprincz Advisory Group, LLC | State | $20.5 million | 196 |
| 15 | Pagosa Wealth LLC | State | $20.4 million | 44 |
| 16 | Journey Capital Advisers, LLC | State | $15.4 million | 87 |
| 17 | O'Rourke Financial | State | $14.7 million | 29 |
| 18 | Vero Advisors, LLC | State | $13.3 million | 25 |
| 19 | Advantage Financial Services, Inc. | State | $12.5 million | 39 |
| 20 | Seamless Financial Planning | State | $9.1 million | 21 |
| 21 | Red Meadow Advisors, LLC | State | $7.8 million | 46 |
| 22 | Perimeter Investments | State | $5.8 million | 5 |
| 23 | Be Your Best Financial | State | $3.6 million | 35 |
| 24 | Gibson Capital | State | $2.5 million | 16 |
| 25 | Agile Wealth LLC | State | $965,928 | 6 |
| 26 | Tonn Financial Planning | State | $631,955 | 3 |
| 27 | Gallatin River Capital LLC | SEC | $0 | 0 |
| 28 | Mogle Financial Solutions | State | $0 | 0 |
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.