City
Wealth management firms in Loveland, Colorado
As of October 2, 2026, 10 wealth management firms, including broker-dealer firms, with their main office in Loveland, Colorado reported $1.1 billion in regulatory assets under management; the largest by assets was Keystone Financial Services, with $379.2 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 10
- Regulatory assets under management
- $1.1 billion
- Average per firm
- $113.9 million
- SEC-registered, of those listed
- 4 of 10 (40.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Keystone Financial Services | SEC | $379.2 million | 1,025 |
| 2 | Vital Investment Management LLC | SEC | $283.9 million | 964 |
| 3 | Perspective Wealth Advisors | SEC | $158.0 million | 700 |
| 4 | Intelligent Investing | SEC | $118.5 million | 289 |
| 5 | RPC Wealth, LLC | State | $106.3 million | 744 |
| 6 | Fletching Arrows Wealth Management LLC | State | $43.3 million | 508 |
| 7 | Alphamint Financial | State | $40.0 million | 45 |
| 8 | Aspired Wealth | State | $5.0 million | 93 |
| 9 | Thomas A. Paulson, Jr., DBA, Thomas A. Paulson, Jr., CPA | State | $4.3 million | 107 |
| 10 | Journey Investments, 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.