City
Wealth management firms in Louisville, Colorado
As of October 2, 2026, 12 wealth management firms, including broker-dealer firms, with their main office in Louisville, Colorado reported $2.1 billion in regulatory assets under management; the largest by assets was Peak Asset Management, LLC, with $1.0 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 12
- Regulatory assets under management
- $2.1 billion
- Average per firm
- $176.5 million
- SEC-registered, of those listed
- 4 of 12 (33.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Peak Asset Management, LLC | SEC | $1.0 billion | 1,119 |
| 2 | Gainline Financial Partners, LLC | SEC | $348.6 million | 1,001 |
| 3 | Varra Financial | SEC | $305.6 million | 1,208 |
| 4 | Toro West Capital Advisors | SEC | $245.7 million | 352 |
| 5 | Portsea Investments, Inc. | State | $92.0 million | 75 |
| 6 | Lunsford Financial Planning, Inc. | State | $45.3 million | 136 |
| 7 | Haberkorn Financial Services, Inc. | State | $32.0 million | 54 |
| 8 | Simmons Investment Management LLC | State | $21.0 million | 42 |
| 9 | Asset Solutions | State | $12.1 million | 58 |
| 10 | Heritage Planning & Investing Services, LLC | State | $4.8 million | 37 |
| 11 | Ama Financial Planning LLC | State | $0 | 0 |
| 12 | Go Fish Finance, 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.