{
  "path": "/advisors/co/colorado-springs/for-high-net-worth-individuals",
  "url": "https://advisorcensus.com/advisors/co/colorado-springs/for-high-net-worth-individuals",
  "page_type": "metro_answer",
  "title": "Financial advisors for high-net-worth individuals in Colorado Springs, CO",
  "filters": {},
  "scope_total": 48,
  "faq": [
    {
      "q": "Which financial advisors in Colorado Springs, CO work with high-net-worth individuals?",
      "a": "48 investment advisory firms with a principal office in the Colorado Springs 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."
    },
    {
      "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 48 investment advisory firms with a principal office in the Colorado Springs 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.",
  "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 for high-net-worth individuals in Colorado Springs, CO: 48 firms from Form ADV filings as of October 2026.",
  "total_firms": 48,
  "page": 1,
  "total_pages": 1,
  "sort": "name",
  "registration_types": {
    "sec": 27,
    "state": 21,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 11
    },
    {
      "code": "percentage_of_aum",
      "count": 43
    },
    {
      "code": "hourly",
      "count": 28
    },
    {
      "code": "subscription",
      "count": 0
    },
    {
      "code": "fixed",
      "count": 35
    },
    {
      "code": "commissions",
      "count": 3
    },
    {
      "code": "performance_based",
      "count": 4
    },
    {
      "code": "other",
      "count": 3
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 18
    },
    {
      "code": "5_to_9",
      "count": 10
    },
    {
      "code": "10_to_19",
      "count": 7
    },
    {
      "code": "20_plus",
      "count": 13
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 8
    },
    {
      "code": "25m_100m",
      "count": 9
    },
    {
      "code": "100m_500m",
      "count": 17
    },
    {
      "code": "500m_1b",
      "count": 6
    },
    {
      "code": "1b_5b",
      "count": 4
    },
    {
      "code": "over_5b",
      "count": 0
    },
    {
      "code": "not_reported",
      "count": 4
    }
  ],
  "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": 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": 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": 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": 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": 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": 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": 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": 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": 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": 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": 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": 112585,
      "name": "Partners Capital Management, Inc.",
      "name_as_filed": "PARTNERS CAPITAL MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/partners-capital-management-inc-colorado-springs-co-112585",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 27,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289067,
      "name": "Peace of Mind Financial Planning, Inc",
      "name_as_filed": "PEACE OF MIND FINANCIAL PLANNING, INC",
      "url": "https://advisorcensus.com/firm/peace-of-mind-financial-planning-inc-colorado-springs-co-289067",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 113967,
      "name": "Peak Investment Advisors, Inc.",
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  "csv": null,
  "source": {
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    "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"
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}