{
  "path": "/advisors/co/colorado-springs",
  "url": "https://advisorcensus.com/advisors/co/colorado-springs",
  "page_type": "metro",
  "title": "Financial advisors in Colorado Springs, CO",
  "filters": {},
  "scope_total": 82,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Colorado Springs, CO?",
      "a": "AdvisorCensus lists 82 investment advisory firms with a principal office in the Colorado Springs metro area, from Form ADV filings as of October 2026: 28 SEC-registered, 39 state-registered, and 15 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV."
    },
    {
      "q": "How many fee-only financial advisors are in Colorado Springs, CO?",
      "a": "18 of the 82 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."
    },
    {
      "q": "How many financial advisors in Colorado Springs, CO offer financial planning?",
      "a": "58 of the 67 firms in Colorado Springs, 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."
    },
    {
      "q": "Are the financial advisors in Colorado Springs, CO fiduciaries?",
      "a": "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 18 firms that meet AdvisorCensus's fee-only test report none of those sales ties."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "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."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "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."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "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."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "AdvisorCensus lists 82 investment advisory firms with a principal office in the Colorado Springs metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.",
  "about_market": "Colorado Springs has 82 investment advisory firms with a principal office in the metro area as of October 2026: 28 SEC-registered, 39 state-registered, and 15 exempt reporting advisers. 18 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 27 report under $100 million in regulatory assets under management. The metro area has 302,050 households, 40,565 of them with income of $200,000 or more, or 495 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).",
  "citation": "AdvisorCensus. Financial advisors in Colorado Springs, CO: 82 firms from Form ADV filings as of October 2026.",
  "total_firms": 82,
  "page": 1,
  "total_pages": 2,
  "sort": "name",
  "registration_types": {
    "sec": 28,
    "state": 39,
    "exempt": 15
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 18
    },
    {
      "code": "percentage_of_aum",
      "count": 54
    },
    {
      "code": "hourly",
      "count": 38
    },
    {
      "code": "subscription",
      "count": 0
    },
    {
      "code": "fixed",
      "count": 50
    },
    {
      "code": "commissions",
      "count": 3
    },
    {
      "code": "performance_based",
      "count": 5
    },
    {
      "code": "other",
      "count": 6
    },
    {
      "code": "not_reported",
      "count": 15
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 41
    },
    {
      "code": "5_to_9",
      "count": 15
    },
    {
      "code": "10_to_19",
      "count": 12
    },
    {
      "code": "20_plus",
      "count": 14
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 17
    },
    {
      "code": "25m_100m",
      "count": 10
    },
    {
      "code": "100m_500m",
      "count": 17
    },
    {
      "code": "500m_1b",
      "count": 7
    },
    {
      "code": "1b_5b",
      "count": 4
    },
    {
      "code": "over_5b",
      "count": 0
    },
    {
      "code": "not_reported",
      "count": 27
    }
  ],
  "firms": [
    {
      "crd_number": 290938,
      "name": "56 Capital Partners, Ltd",
      "name_as_filed": "56 CAPITAL PARTNERS, LTD",
      "url": "https://advisorcensus.com/firm/56-capital-partners-ltd-colorado-springs-co-290938",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 170022,
      "name": "Accelerated Wealth Advisors LLC",
      "name_as_filed": "ACCELERATED WEALTH ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/accelerated-wealth-advisors-llc-colorado-springs-co-170022",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 9,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 114825,
      "name": "Adelmann Financial, Inc.",
      "name_as_filed": "ADELMANN FINANCIAL, INC.",
      "url": "https://advisorcensus.com/firm/adelmann-financial-inc-colorado-springs-co-114825",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 15,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 340145,
      "name": "Advanced Wealth Advice",
      "name_as_filed": "ADVANCED WEALTH ADVICE",
      "url": "https://advisorcensus.com/firm/advanced-wealth-advice-monument-co-340145",
      "city": "Monument",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 301177,
      "name": "Advenire Wealth Management",
      "name_as_filed": "ADVENIRE WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/advenire-wealth-management-colorado-springs-co-301177",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 7,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 112649,
      "name": "Advisers Investment Management, Inc.",
      "name_as_filed": "ADVISERS INVESTMENT MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/advisers-investment-management-inc-colorado-springs-co-112649",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 14,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 46727,
      "name": "Advisors Asset Management, Inc.",
      "name_as_filed": "ADVISORS ASSET MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/advisors-asset-management-inc-monument-co-46727",
      "city": "Monument",
      "state": "CO",
      "years_registered": 22,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337697,
      "name": "Alpha Payment Ltd",
      "name_as_filed": "ALPHA PAYMENT LTD",
      "url": "https://advisorcensus.com/firm/alpha-payment-ltd-springs-co-337697",
      "city": "Springs",
      "state": "CO",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 287848,
      "name": "Altus Wealth Group, LLC",
      "name_as_filed": "ALTUS WEALTH GROUP, LLC",
      "url": "https://advisorcensus.com/firm/altus-wealth-group-llc-colorado-springs-co-287848",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 9,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 153530,
      "name": "Arkenstone Financial, LLC",
      "name_as_filed": "ARKENSTONE FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/arkenstone-financial-llc-monument-co-153530",
      "city": "Monument",
      "state": "CO",
      "years_registered": 15,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 305278,
      "name": "Atlas Lifestyle Planning Group LLC",
      "name_as_filed": "ATLAS LIFESTYLE PLANNING GROUP LLC",
      "url": "https://advisorcensus.com/firm/atlas-lifestyle-planning-group-llc-colorado-springs-co-305278",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 339854,
      "name": "Aureus Advisors Inc.",
      "name_as_filed": "AUREUS ADVISORS INC.",
      "url": "https://advisorcensus.com/firm/aureus-advisors-inc-colorado-springs-co-339854",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 312538,
      "name": "Baseline Growth Capital",
      "name_as_filed": "BASELINE GROWTH CAPITAL",
      "url": "https://advisorcensus.com/firm/baseline-growth-capital-castle-rock-co-312538",
      "city": "Castle Rock",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 152977,
      "name": "Bauer Wealth Management Inc.",
      "name_as_filed": "BAUER WEALTH MANAGEMENT INC.",
      "url": "https://advisorcensus.com/firm/bauer-wealth-management-inc-colorado-springs-co-152977",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 112987,
      "name": "Bennco Advisors",
      "name_as_filed": "BENNCO ADVISORS",
      "url": "https://advisorcensus.com/firm/bennco-advisors-colorado-springs-co-112987",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 27,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 319232,
      "name": "Best Life Infinity, LLC",
      "name_as_filed": "BEST LIFE INFINITY, LLC",
      "url": "https://advisorcensus.com/firm/best-life-infinity-llc-colorado-springs-co-319232",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 4,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288522,
      "name": "Bonfire Financial, LLC",
      "name_as_filed": "BONFIRE FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/bonfire-financial-llc-colorado-springs-co-288522",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338724,
      "name": "Brightwork Wealth Management, LLC",
      "name_as_filed": "BRIGHTWORK WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/brightwork-wealth-management-llc-colorado-springs-co-338724",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 339996,
      "name": "Brilionx Inc",
      "name_as_filed": "BRILIONX INC",
      "url": "https://advisorcensus.com/firm/brilionx-inc-colorado-springs-co-339996",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 339151,
      "name": "Brotherhood Retirement",
      "name_as_filed": "BROTHERHOOD RETIREMENT",
      "url": "https://advisorcensus.com/firm/brotherhood-retirement-colorado-springs-co-339151",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106644,
      "name": "Bruni J V & Co",
      "name_as_filed": "BRUNI J V & CO",
      "url": "https://advisorcensus.com/firm/bruni-j-v-and-co-colorado-springs-co-106644",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 34,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 121485,
      "name": "Bullock Capital Alliance, Inc.",
      "name_as_filed": "BULLOCK CAPITAL ALLIANCE, INC.",
      "url": "https://advisorcensus.com/firm/bullock-capital-alliance-inc-colorado-springs-co-121485",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 24,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 315205,
      "name": "Carriere Financial Planning LLC",
      "name_as_filed": "CARRIERE FINANCIAL PLANNING LLC",
      "url": "https://advisorcensus.com/firm/carriere-financial-planning-llc-colorado-springs-co-315205",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 35844,
      "name": "Cascade Investment Group, Inc.",
      "name_as_filed": "CASCADE INVESTMENT GROUP, INC.",
      "url": "https://advisorcensus.com/firm/cascade-investment-group-inc-colorado-springs-co-35844",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 29,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 332283,
      "name": "Coah Financial",
      "name_as_filed": "COAH FINANCIAL",
      "url": "https://advisorcensus.com/firm/coah-financial-colorado-springs-co-332283",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 168453,
      "name": "Cobalt Private Wealth LLC",
      "name_as_filed": "COBALT PRIVATE WEALTH LLC",
      "url": "https://advisorcensus.com/firm/cobalt-private-wealth-llc-colorado-springs-co-168453",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 12,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 324007,
      "name": "Cornerstone Financial Planning",
      "name_as_filed": "CORNERSTONE FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/cornerstone-financial-planning-colorado-springs-co-324007",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106490,
      "name": "Corundum Group, Inc.",
      "name_as_filed": "CORUNDUM GROUP, INC.",
      "url": "https://advisorcensus.com/firm/corundum-group-inc-colorado-springs-co-106490",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 34,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282191,
      "name": "Corundum Partners",
      "name_as_filed": "CORUNDUM PARTNERS",
      "url": "https://advisorcensus.com/firm/corundum-partners-colorado-springs-co-282191",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 3,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 306559,
      "name": "Envoy Advisory Inc.",
      "name_as_filed": "ENVOY ADVISORY INC.",
      "url": "https://advisorcensus.com/firm/envoy-advisory-inc-colorado-springs-co-306559",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 6,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 344190,
      "name": "Everoak Wealth Co",
      "name_as_filed": "EVEROAK WEALTH CO",
      "url": "https://advisorcensus.com/firm/everoak-wealth-co-colorado-springs-co-344190",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 340444,
      "name": "Exceptional Wealth & Family Office",
      "name_as_filed": "EXCEPTIONAL WEALTH & FAMILY OFFICE",
      "url": "https://advisorcensus.com/firm/exceptional-wealth-and-family-office-colorado-springs-co-340444",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 140285,
      "name": "Financial Action, Inc.",
      "name_as_filed": "FINANCIAL ACTION, INC.",
      "url": "https://advisorcensus.com/firm/financial-action-inc-monument-co-140285",
      "city": "Monument",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 340776,
      "name": "Financial Thinking Partner Wealth Advisors",
      "name_as_filed": "FINANCIAL THINKING PARTNER WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/financial-thinking-partner-wealth-advisors-monument-co-340776",
      "city": "Monument",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 109036,
      "name": "First Affirmative Financial Network LLC",
      "name_as_filed": "FIRST AFFIRMATIVE FINANCIAL NETWORK LLC",
      "url": "https://advisorcensus.com/firm/first-affirmative-financial-network-llc-colorado-springs-co-109036",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 27,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 311699,
      "name": "Firstmile Ventures, LLC",
      "name_as_filed": "FIRSTMILE VENTURES, LLC",
      "url": "https://advisorcensus.com/firm/firstmile-ventures-llc-colorado-springs-co-311699",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 5,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 338334,
      "name": "Harting Financial, LLC",
      "name_as_filed": "HARTING FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/harting-financial-llc-colorado-springs-co-338334",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 325483,
      "name": "Harvesting Kingdom Resources, LLC",
      "name_as_filed": "HARVESTING KINGDOM RESOURCES, LLC",
      "url": "https://advisorcensus.com/firm/harvesting-kingdom-resources-llc-colorado-springs-co-325483",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 327743,
      "name": "Intentional Wealth Strategies",
      "name_as_filed": "INTENTIONAL WEALTH STRATEGIES",
      "url": "https://advisorcensus.com/firm/intentional-wealth-strategies-colorado-springs-co-327743",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 315698,
      "name": "Intergy Private Wealth, LLC",
      "name_as_filed": "INTERGY PRIVATE WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/intergy-private-wealth-llc-colorado-springs-co-315698",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 5,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331483,
      "name": "J D Atkinson",
      "name_as_filed": "J D ATKINSON",
      "url": "https://advisorcensus.com/firm/j-d-atkinson-colorado-springs-co-331483",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 340534,
      "name": "Keystone Venture Trust Inc.",
      "name_as_filed": "KEYSTONE VENTURE TRUST INC.",
      "url": "https://advisorcensus.com/firm/keystone-venture-trust-inc-colorado-springs-co-340534",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 148728,
      "name": "King Financial Planning & Management, LLC",
      "name_as_filed": "KING FINANCIAL PLANNING & MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/king-financial-planning-and-management-llc-colorado-springs-co-148728",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 17,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 114456,
      "name": "Matthews Advisors, LLC",
      "name_as_filed": "MATTHEWS ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/matthews-advisors-llc-colorado-springs-co-114456",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 25,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 317409,
      "name": "Modern Financial",
      "name_as_filed": "MODERN FINANCIAL",
      "url": "https://advisorcensus.com/firm/modern-financial-monument-co-317409",
      "city": "Monument",
      "state": "CO",
      "years_registered": 4,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289058,
      "name": "More Than Your Money, Inc.",
      "name_as_filed": "MORE THAN YOUR MONEY, INC.",
      "url": "https://advisorcensus.com/firm/more-than-your-money-inc-colorado-springs-co-289058",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 9,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 277064,
      "name": "Nvest Advisors, LLC",
      "name_as_filed": "NVEST ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/nvest-advisors-llc-colorado-springs-co-277064",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 11,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333311,
      "name": "One BOW River Advisers, LLC.",
      "name_as_filed": "ONE BOW RIVER ADVISERS, LLC.",
      "url": "https://advisorcensus.com/firm/one-bow-river-advisers-llc-colorado-springs-co-333311",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 1,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331689,
      "name": "One Funds, LLC",
      "name_as_filed": "ONE FUNDS, LLC",
      "url": "https://advisorcensus.com/firm/one-funds-llc-colorado-springs-co-331689",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 335774,
      "name": "Open Compute Intelligence Network Ltd",
      "name_as_filed": "OPEN COMPUTE INTELLIGENCE NETWORK LTD",
      "url": "https://advisorcensus.com/firm/open-compute-intelligence-network-ltd-colorado-springs-co-335774",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    }
  ],
  "states": [],
  "metros": [],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/co",
      "label": "Financial advisors in Colorado"
    },
    "metro": {
      "path": "/advisors/co/colorado-springs",
      "label": "Financial advisors in Colorado Springs, CO"
    },
    "city_pages": [],
    "fee_pages": [
      {
        "path": "/advisors/co/colorado-springs/fee-only",
        "label": "Fee-only financial advisors in Colorado Springs, CO",
        "firm_count": 18
      },
      {
        "path": "/advisors/co/colorado-springs/flat-fee",
        "label": "Flat-fee financial advisors in Colorado Springs, CO",
        "firm_count": 50
      },
      {
        "path": "/advisors/co/colorado-springs/hourly",
        "label": "Hourly financial advisors in Colorado Springs, CO",
        "firm_count": 38
      }
    ],
    "answer_pages": [
      {
        "path": "/advisors/co/colorado-springs/for-high-net-worth-individuals",
        "firm_count": 48,
        "label": "Financial advisors for high-net-worth individuals in Colorado Springs, CO"
      },
      {
        "path": "/advisors/co/colorado-springs/for-retirement-plans",
        "firm_count": 23,
        "label": "Financial advisors for retirement plans in Colorado Springs, CO"
      },
      {
        "path": "/advisors/co/colorado-springs/for-businesses",
        "firm_count": 18,
        "label": "Financial advisors for businesses in Colorado Springs, CO"
      },
      {
        "path": "/advisors/co/colorado-springs/for-charities",
        "firm_count": 23,
        "label": "Financial advisors for charitable organizations in Colorado Springs, CO"
      },
      {
        "path": "/advisors/co/colorado-springs/no-account-minimum",
        "firm_count": 3,
        "label": "Financial advisors with no account minimum in Colorado Springs, CO"
      }
    ],
    "niche_pages": [
      {
        "path": "/advisors/co/colorado-springs/divorce",
        "firm_count": 1,
        "label": "Financial advisors for divorce in Colorado Springs, CO"
      },
      {
        "path": "/advisors/co/colorado-springs/military-and-veterans",
        "firm_count": 1,
        "label": "Financial advisors for military families and veterans in Colorado Springs, CO"
      }
    ]
  },
  "csv": "https://advisorcensus.com/advisors/co/colorado-springs.csv",
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  },
  "sec_registrations_12_months": {
    "new_sec_registrations": 3,
    "sec_registered_at_start": 25,
    "per_100_registered": null,
    "national_per_100": 10.11,
    "as_of": "2026-10-01",
    "sentence": "Over the 12 months to October 1, 2026, 3 firms here registered with the SEC as investment advisers.",
    "source": "https://advisorcensus.com/reports/monthly/2026-10"
  }
}