City
Wealth management firms in Longmont, Colorado
As of October 2, 2026, 12 wealth management firms, including broker-dealer firms, with their main office in Longmont, Colorado reported $332.4 million in regulatory assets under management; the largest by assets was Wager Wealth Management and Financial Planning LLC, with $152.8 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 12
- Regulatory assets under management
- $332.4 million
- Average per firm
- $27.7 million
- SEC-registered, of those listed
- 1 of 12 (8.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Wager Wealth Management and Financial Planning LLC | SEC | $152.8 million | 474 |
| 2 | My Wealth Planners | State | $99.0 million | 442 |
| 3 | Harper Asset Management, LLC | State | $46.0 million | 229 |
| 4 | Ivan Capital Management, Inc. | State | $14.9 million | 9 |
| 5 | Purpose Wealth | State | $12.8 million | 71 |
| 6 | Moneyfull | State | $5.8 million | 30 |
| 7 | Colorado Diversified Financial | State | $1.1 million | 15 |
| 8 | Best Life Financial Planning, LLC | State | $0 | 0 |
| 9 | Boulder Financial Planning Company | State | $0 | 0 |
| 10 | Ellis Financial Solutions LLC | State | $0 | 0 |
| 11 | Momentum Financial Planning LLC | State | $0 | 0 |
| 12 | Sevenwealth LLC | 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.