City
Wealth management firms in Westminster, Colorado
As of October 2, 2026, 9 wealth management firms, including broker-dealer firms, with their main office in Westminster, Colorado reported $2.9 billion in regulatory assets under management; the largest by assets was Townsend, with $1.5 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 9
- Regulatory assets under management
- $2.9 billion
- Average per firm
- $323.1 million
- SEC-registered, of those listed
- 4 of 9 (44.4%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Townsend | SEC | $1.5 billion | 3,662 |
| 2 | Mountain Capital Investment Advisors Inc | SEC | $929.1 million | 3,631 |
| 3 | Keen Capital, LLC | SEC | $149.7 million | 295 |
| 4 | Apo Financial Services, LLC | SEC | $124.3 million | 929 |
| 5 | Ace Wealth Partners, LLC | State | $79.1 million | 303 |
| 6 | Scenic Wealth Management, LLC | State | $63.9 million | 210 |
| 7 | Bloom Financial, LLC | State | $39.8 million | 225 |
| 8 | Shadowfax Investments LLC | State | $1.8 million | 8 |
| 9 | Merels Capital | 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.