# Financial advisors for high-net-worth individuals in Boulder, CO

> AdvisorCensus lists 45 investment advisory firms with a principal office in the Boulder metro area that report high-net-worth individuals among their clients on Form ADV Item 5.D, from filings as of October 2026. Item 5.D asks each firm which types of clients it advises; reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically; each firm's page lists its client types as filed.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/co/boulder/for-high-net-worth-individuals

## At a glance

- Investment advisory firms: 45
- Registration: SEC-registered investment adviser: 24, State-registered investment adviser: 21
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 28 (62%); Percentage of assets 43 (96%); Hourly charges 14 (31%); Subscription fees (newsletter or periodical) 1 (2%); Fixed fees 26 (58%); Performance-based fees 4 (9%); Other 5 (11%)
- Regulatory assets under management (Item 5.F): Under $25 million 9 (20%); $25 million to $100 million 11 (24%); $100 million to $500 million 19 (42%); $500 million to $1 billion 3 (7%); $1 billion to $5 billion 2 (4%); Not reported 1 (2%)
- Years registered: Under 5 years 14 (31%); 5 to 9 years 12 (27%); 10 to 19 years 9 (20%); 20 years or more 10 (22%)

## Firms (page 1 of 1, 1 to 45 of 45, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Abby Kovach Financial Planning, LLC](https://advisorcensus.com/firm/abby-kovach-financial-planning-llc-lafayette-co-152773) ([md](https://advisorcensus.com/firm/abby-kovach-financial-planning-llc-lafayette-co-152773.md)) | 152773 | Lafayette, CO | State-registered investment adviser | Not reported | 15 | Hourly, Fixed fee |
| [Alpine Capital Partners, LLC](https://advisorcensus.com/firm/alpine-capital-partners-llc-niwot-co-151359) ([md](https://advisorcensus.com/firm/alpine-capital-partners-llc-niwot-co-151359.md)) | 151359 | Niwot, CO | State-registered investment adviser | Under $25 million | 16 | % of assets, Hourly |
| [Asset Solutions](https://advisorcensus.com/firm/asset-solutions-lafayette-co-120017) ([md](https://advisorcensus.com/firm/asset-solutions-lafayette-co-120017.md)) | 120017 | Lafayette, CO | State-registered investment adviser | Under $25 million | 22 | % of assets, Performance fee |
| [Berman, GIL](https://advisorcensus.com/firm/berman-gil-boulder-co-127726) ([md](https://advisorcensus.com/firm/berman-gil-boulder-co-127726.md)) | 127726 | Boulder, CO | State-registered investment adviser | $25 million to $100 million | 22 | Hourly, Fixed fee |
| [Black Swift Group, LLC](https://advisorcensus.com/firm/black-swift-group-llc-boulder-co-286084) ([md](https://advisorcensus.com/firm/black-swift-group-llc-boulder-co-286084.md)) | 286084 | Boulder, CO | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Fixed fee, Performance fee |
| [Bonsai Advisors LLC](https://advisorcensus.com/firm/bonsai-advisors-llc-boulder-co-323938) ([md](https://advisorcensus.com/firm/bonsai-advisors-llc-boulder-co-323938.md)) | 323938 | Boulder, CO | State-registered investment adviser | Under $25 million | 3 | % of assets |
| [Boulder Wealth Advisors, LLC](https://advisorcensus.com/firm/boulder-wealth-advisors-llc-boulder-co-115069) ([md](https://advisorcensus.com/firm/boulder-wealth-advisors-llc-boulder-co-115069.md)) | 115069 | Boulder, CO | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Hourly, Fixed fee |
| [Braverman Wealth Advisors, LLC](https://advisorcensus.com/firm/braverman-wealth-advisors-llc-boulder-co-304291) ([md](https://advisorcensus.com/firm/braverman-wealth-advisors-llc-boulder-co-304291.md)) | 304291 | Boulder, CO | State-registered investment adviser | Under $25 million | 6 | % of assets, Fixed fee |
| [Broadview Wealth Partners](https://advisorcensus.com/firm/broadview-wealth-partners-boulder-co-335028) ([md](https://advisorcensus.com/firm/broadview-wealth-partners-boulder-co-335028.md)) | 335028 | Boulder, CO | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [BSW Wealth Partners](https://advisorcensus.com/firm/bsw-wealth-partners-boulder-co-107485) ([md](https://advisorcensus.com/firm/bsw-wealth-partners-boulder-co-107485.md)) | 107485 | Boulder, CO | SEC-registered investment adviser | $1 billion to $5 billion | 32 | % of assets, Hourly, Fixed fee, Other |
| [Caledonia Wealth Management, Ltd.](https://advisorcensus.com/firm/caledonia-wealth-management-ltd-boulder-co-149649) ([md](https://advisorcensus.com/firm/caledonia-wealth-management-ltd-boulder-co-149649.md)) | 149649 | Boulder, CO | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee |
| [Colorado Capital Management](https://advisorcensus.com/firm/colorado-capital-management-boulder-co-114011) ([md](https://advisorcensus.com/firm/colorado-capital-management-boulder-co-114011.md)) | 114011 | Boulder, CO | SEC-registered investment adviser | $500 million to $1 billion | 24 | % of assets, Hourly |
| [Consilium, LLC](https://advisorcensus.com/firm/consilium-llc-boulder-co-304503) ([md](https://advisorcensus.com/firm/consilium-llc-boulder-co-304503.md)) | 304503 | Boulder, CO | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee, Other |
| [Cornerstone Investment Advisors, LLC](https://advisorcensus.com/firm/cornerstone-investment-advisors-llc-boulder-co-116447) ([md](https://advisorcensus.com/firm/cornerstone-investment-advisors-llc-boulder-co-116447.md)) | 116447 | Boulder, CO | SEC-registered investment adviser | $100 million to $500 million | 22 | % of assets, Hourly, Fixed fee, Other |
| [Entree Wealth LLC](https://advisorcensus.com/firm/entree-wealth-llc-boulder-co-338532) ([md](https://advisorcensus.com/firm/entree-wealth-llc-boulder-co-338532.md)) | 338532 | Boulder, CO | State-registered investment adviser | Under $25 million | 0 | % of assets, Other |
| [Financial Mountain Inc](https://advisorcensus.com/firm/financial-mountain-inc-boulder-co-108489) ([md](https://advisorcensus.com/firm/financial-mountain-inc-boulder-co-108489.md)) | 108489 | Boulder, CO | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Gainline Financial Partners, LLC](https://advisorcensus.com/firm/gainline-financial-partners-llc-louisville-co-326716) ([md](https://advisorcensus.com/firm/gainline-financial-partners-llc-louisville-co-326716.md)) | 326716 | Louisville, CO | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee |
| [Gold Medal Waters, Inc.](https://advisorcensus.com/firm/gold-medal-waters-inc-boulder-co-132294) ([md](https://advisorcensus.com/firm/gold-medal-waters-inc-boulder-co-132294.md)) | 132294 | Boulder, CO | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Fixed fee |
| [Green Alpha Investments](https://advisorcensus.com/firm/green-alpha-investments-niwot-co-144413) ([md](https://advisorcensus.com/firm/green-alpha-investments-niwot-co-144413.md)) | 144413 | Niwot, CO | SEC-registered investment adviser | $100 million to $500 million | 13 | % of assets |
| [Haberkorn Financial Services, Inc.](https://advisorcensus.com/firm/haberkorn-financial-services-inc-louisville-co-113115) ([md](https://advisorcensus.com/firm/haberkorn-financial-services-inc-louisville-co-113115.md)) | 113115 | Louisville, CO | State-registered investment adviser | $25 million to $100 million | 17 | % of assets |
| [Halcyon Wealth Management, LLC](https://advisorcensus.com/firm/halcyon-wealth-management-llc-boulder-co-149076) ([md](https://advisorcensus.com/firm/halcyon-wealth-management-llc-boulder-co-149076.md)) | 149076 | Boulder, CO | State-registered investment adviser | $25 million to $100 million | 17 | % of assets |
| [Insight, Corp.](https://advisorcensus.com/firm/insight-corp-boulder-co-311445) ([md](https://advisorcensus.com/firm/insight-corp-boulder-co-311445.md)) | 311445 | Boulder, CO | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Subscription, Fixed fee |
| [Joy Equity Management LLC](https://advisorcensus.com/firm/joy-equity-management-llc-boulder-co-335009) ([md](https://advisorcensus.com/firm/joy-equity-management-llc-boulder-co-335009.md)) | 335009 | Boulder, CO | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly |
| [Kilterhowling LLC](https://advisorcensus.com/firm/kilterhowling-llc-boulder-co-169684) ([md](https://advisorcensus.com/firm/kilterhowling-llc-boulder-co-169684.md)) | 169684 | Boulder, CO | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets |
| [Lunsford Financial Planning, Inc.](https://advisorcensus.com/firm/lunsford-financial-planning-inc-louisville-co-128687) ([md](https://advisorcensus.com/firm/lunsford-financial-planning-inc-louisville-co-128687.md)) | 128687 | Louisville, CO | State-registered investment adviser | $25 million to $100 million | 22 | % of assets, Hourly, Fixed fee |
| [M4A3 LLC](https://advisorcensus.com/firm/m4a3-llc-boulder-co-336172) ([md](https://advisorcensus.com/firm/m4a3-llc-boulder-co-336172.md)) | 336172 | Boulder, CO | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Performance fee |
| [Mifi Wealth, LLC](https://advisorcensus.com/firm/mifi-wealth-llc-boulder-co-149291) ([md](https://advisorcensus.com/firm/mifi-wealth-llc-boulder-co-149291.md)) | 149291 | Boulder, CO | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [Outbound Financial](https://advisorcensus.com/firm/outbound-financial-boulder-co-287697) ([md](https://advisorcensus.com/firm/outbound-financial-boulder-co-287697.md)) | 287697 | Boulder, CO | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Pantile Investments](https://advisorcensus.com/firm/pantile-investments-boulder-co-312696) ([md](https://advisorcensus.com/firm/pantile-investments-boulder-co-312696.md)) | 312696 | Boulder, CO | State-registered investment adviser | Under $25 million | 5 | % of assets, Fixed fee |
| [Peak Asset Management, LLC](https://advisorcensus.com/firm/peak-asset-management-llc-louisville-co-106944) ([md](https://advisorcensus.com/firm/peak-asset-management-llc-louisville-co-106944.md)) | 106944 | Louisville, CO | SEC-registered investment adviser | $1 billion to $5 billion | 30 | % of assets, Fixed fee |
| [PEAK53 Partners, LP](https://advisorcensus.com/firm/peak53-partners-lp-longmont-co-318538) ([md](https://advisorcensus.com/firm/peak53-partners-lp-longmont-co-318538.md)) | 318538 | Longmont, CO | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Performance fee |
| [Portsea Investments, Inc.](https://advisorcensus.com/firm/portsea-investments-inc-louisville-co-290898) ([md](https://advisorcensus.com/firm/portsea-investments-inc-louisville-co-290898.md)) | 290898 | Louisville, CO | State-registered investment adviser | $25 million to $100 million | 8 | % of assets |
| [Prudent MAN Investment Management](https://advisorcensus.com/firm/prudent-man-investment-management-lousiville-co-104574) ([md](https://advisorcensus.com/firm/prudent-man-investment-management-lousiville-co-104574.md)) | 104574 | Lousiville, CO | SEC-registered investment adviser | $100 million to $500 million | 37 | % of assets |
| [Quish](https://advisorcensus.com/firm/quish-boulder-co-146212) ([md](https://advisorcensus.com/firm/quish-boulder-co-146212.md)) | 146212 | Boulder, CO | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [Robinson Capital Management LLC](https://advisorcensus.com/firm/robinson-capital-management-llc-boulder-co-145220) ([md](https://advisorcensus.com/firm/robinson-capital-management-llc-boulder-co-145220.md)) | 145220 | Boulder, CO | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Fixed fee |
| [Rocky Mountain Humane Investing LLC](https://advisorcensus.com/firm/rocky-mountain-humane-investing-llc-allenspark-co-113421) ([md](https://advisorcensus.com/firm/rocky-mountain-humane-investing-llc-allenspark-co-113421.md)) | 113421 | Allenspark, CO | State-registered investment adviser | Under $25 million | 27 | % of assets |
| [Silverpeak Wealth Advisors](https://advisorcensus.com/firm/silverpeak-wealth-advisors-boulder-co-170732) ([md](https://advisorcensus.com/firm/silverpeak-wealth-advisors-boulder-co-170732.md)) | 170732 | Boulder, CO | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets |
| [Simmons Investment Management LLC](https://advisorcensus.com/firm/simmons-investment-management-llc-louisville-co-314723) ([md](https://advisorcensus.com/firm/simmons-investment-management-llc-louisville-co-314723.md)) | 314723 | Louisville, CO | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Fixed fee |
| [Snowball Wealth Management](https://advisorcensus.com/firm/snowball-wealth-management-boulder-co-137419) ([md](https://advisorcensus.com/firm/snowball-wealth-management-boulder-co-137419.md)) | 137419 | Boulder, CO | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [The Millstone Evans Group, LLC](https://advisorcensus.com/firm/the-millstone-evans-group-llc-boulder-co-311142) ([md](https://advisorcensus.com/firm/the-millstone-evans-group-llc-boulder-co-311142.md)) | 311142 | Boulder, CO | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Fixed fee |
| [The Wealth Conservancy, Inc.](https://advisorcensus.com/firm/the-wealth-conservancy-inc-boulder-co-112024) ([md](https://advisorcensus.com/firm/the-wealth-conservancy-inc-boulder-co-112024.md)) | 112024 | Boulder, CO | SEC-registered investment adviser | $100 million to $500 million | 43 | % of assets, Fixed fee, Other |
| [To Wealth, LLC](https://advisorcensus.com/firm/to-wealth-llc-boulder-co-291594) ([md](https://advisorcensus.com/firm/to-wealth-llc-boulder-co-291594.md)) | 291594 | Boulder, CO | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Fixed fee |
| [Toro West Capital Advisors](https://advisorcensus.com/firm/toro-west-capital-advisors-louisville-co-331265) ([md](https://advisorcensus.com/firm/toro-west-capital-advisors-louisville-co-331265.md)) | 331265 | Louisville, CO | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Varra Financial](https://advisorcensus.com/firm/varra-financial-louisville-co-324044) ([md](https://advisorcensus.com/firm/varra-financial-louisville-co-324044.md)) | 324044 | Louisville, CO | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee |
| [Welch Financial Planning, LLC](https://advisorcensus.com/firm/welch-financial-planning-llc-boulder-co-329418) ([md](https://advisorcensus.com/firm/welch-financial-planning-llc-boulder-co-329418.md)) | 329418 | Boulder, CO | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |

## Questions people ask

**Which financial advisors in Boulder, CO work with high-net-worth individuals?**
45 investment advisory firms with a principal office in the Boulder metro area report high-net-worth individuals among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one.

**How many financial advisory firms are there in Boulder, CO?**
AdvisorCensus lists 103 investment advisory firms with a principal office in the Boulder metro area, from Form ADV filings as of October 2026: 35 SEC-registered, 32 state-registered, and 36 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Boulder, CO?**
37 of the 103 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in Boulder, CO offer financial planning?**
46 of the 67 firms in Boulder, CO that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in Boulder, CO fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 37 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

## Related pages

- [Financial advisors in Colorado](https://advisorcensus.com/advisors/co) (https://advisorcensus.com/advisors/co.md)
- [Financial advisors in Boulder, CO](https://advisorcensus.com/advisors/co/boulder) (https://advisorcensus.com/advisors/co/boulder.md)
- [Fee-only financial advisors in Boulder, CO](https://advisorcensus.com/advisors/co/boulder/fee-only) (https://advisorcensus.com/advisors/co/boulder/fee-only.md)
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Cite as: AdvisorCensus. Financial advisors for high-net-worth individuals in Boulder, CO: 45 firms from Form ADV filings as of October 2026.