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AdvisorCensus / Financial advisors / Colorado / Boulder, CO / New firms

New investment advisory firms in Boulder, CO

9 investment advisory firms in Boulder, CO first appeared on the SEC's monthly lists of registered advisers or exempt reporting advisers in the last twelve months of data, newest first, under the month of the list they first appeared on. New state registrations are not included, because AdvisorCensus began capturing state data in September 2026. Each entry links to the firm's filing. Rebuilt monthly.

All firms headquartered in Boulder, CO · Atom feed · How this list is built

September 2026 (1)

FirmLocationRegistration
Nasdaq ESOP IncBoulder, COExempt reporting adviser

May 2026 (1)

FirmLocationRegistration
Alder Point Capital Management LLCLafayette, COSEC-registered investment adviser

April 2026 (1)

FirmLocationRegistration
PIF Equity Partners, LLCLafayette, COExempt reporting adviser

February 2026 (2)

FirmLocationRegistration
Equal Chance Capital LtdDenver, COExempt reporting adviser
Financial Mountain IncBoulder, COSEC-registered investment adviser

December 2025 (4)

FirmLocationRegistration
Broadview Wealth PartnersBoulder, COSEC-registered investment adviser
Merkeu Exchange LtdBoulder, COExempt reporting adviser
SFM Holding GMBHBoulder, COExempt reporting adviser
Unifi Ventures, LLCLouisville, COExempt reporting adviser

Source: month-to-month comparison of the SEC's monthly adviser data and the state compilation feed. A firm appears in the month it first shows up as registered or reporting.

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AdvisorCensus. New investment advisory firms in Boulder, CO. https://advisorcensus.com/advisors/co/boulder/new-firms
https://advisorcensus.com/advisors/co/boulder/new-firms