City
Wealth management firms in Parker, Colorado
As of October 2, 2026, 16 wealth management firms, including broker-dealer firms, with their main office in Parker, Colorado reported $379.0 million in regulatory assets under management; the largest by assets was Rowley Financial LLC, with $86.8 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 16
- Regulatory assets under management
- $379.0 million
- Average per firm
- $23.7 million
- SEC-registered, of those listed
- 0 of 16 (0.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Rowley Financial LLC | State | $86.8 million | 257 |
| 2 | Elite Wealth Management | State | $80.0 million | 204 |
| 3 | Conexus Capital Management, LLC | State | $60.6 million | 93 |
| 4 | Ten Talents Financial Planning LLC | State | $50.5 million | 126 |
| 5 | Oatley & Diak, LLC. | State | $30.5 million | 132 |
| 6 | Wealth Acumen, Inc. | State | $27.5 million | 14 |
| 7 | Jdyeageradvisors | State | $22.8 million | 52 |
| 8 | KL Zech Investments | State | $10.0 million | 36 |
| 9 | Stonegate Capital Management, LLC | State | $7.5 million | 8 |
| 10 | Eight Peaks Wealth Management | State | $2.2 million | 27 |
| 11 | High Peaks Wealth Strategies | State | $500,000 | 5 |
| 12 | Tailored Tax and Wealth | State | $50,000 | 1 |
| 13 | Financial Thinking Partner Wealth Advisors | State | $0 | 0 |
| 14 | Kickstart Financial Planning LLC | State | $0 | 0 |
| 15 | Shokohi Wealth Management Group LLC | State | $0 | 0 |
| 16 | Truevector Wealth Advisors | 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.