City
Wealth management firms in Montrose, Colorado
As of October 2, 2026, 7 wealth management firms, including broker-dealer firms, with their main office in Montrose, Colorado reported $851.7 million in regulatory assets under management; the largest by assets was Cimarron Wealth Management, Inc., with $327.3 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 7
- Regulatory assets under management
- $851.7 million
- Average per firm
- $121.7 million
- SEC-registered, of those listed
- 2 of 7 (28.6%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Cimarron Wealth Management, Inc. | SEC | $327.3 million | 574 |
| 2 | Elderado Financial, Inc | SEC | $237.2 million | 1,071 |
| 3 | Four Seasons Investment Advisors, Inc. | State | $106.8 million | 948 |
| 4 | High Country Capital Management | State | $87.1 million | 366 |
| 5 | Winvest Investments L.P. | State | $53.1 million | 12 |
| 6 | Financial Consulting Associates | State | $33.1 million | 41 |
| 7 | Lion's Eye Wealth LLC | State | $7.0 million | 14 |
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.