# Financial advisors in Colorado Springs, CO

> 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/co/colorado-springs/page/2

## At a glance

- Investment advisory firms: 82
- Registration: SEC-registered investment adviser: 28, State-registered investment adviser: 39, Exempt reporting adviser: 15
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 18 (27%); Percentage of assets 54 (81%); Hourly charges 38 (57%); Fixed fees 50 (75%); Commissions 3 (4%); Performance-based fees 5 (7%); Other 6 (9%); No compensation arrangements reported 15
- Regulatory assets under management (Item 5.F): Under $25 million 17 (21%); $25 million to $100 million 10 (12%); $100 million to $500 million 17 (21%); $500 million to $1 billion 7 (9%); $1 billion to $5 billion 4 (5%); Not reported 27 (33%)
- Years registered: Under 5 years 41 (50%); 5 to 9 years 15 (18%); 10 to 19 years 12 (15%); 20 years or more 14 (17%)

## Firms (page 2 of 2, 51 to 82 of 82, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Partners Capital Management, Inc.](https://advisorcensus.com/firm/partners-capital-management-inc-colorado-springs-co-112585) ([md](https://advisorcensus.com/firm/partners-capital-management-inc-colorado-springs-co-112585.md)) | 112585 | Colorado Springs, CO | State-registered investment adviser | $25 million to $100 million | 27 | % of assets, Fixed fee, Other |
| [Pascal Capital Inc](https://advisorcensus.com/firm/pascal-capital-inc-colorado-springs-co-338565) ([md](https://advisorcensus.com/firm/pascal-capital-inc-colorado-springs-co-338565.md)) | 338565 | Colorado Springs, CO | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Peace of Mind Financial Planning, Inc](https://advisorcensus.com/firm/peace-of-mind-financial-planning-inc-colorado-springs-co-289067) ([md](https://advisorcensus.com/firm/peace-of-mind-financial-planning-inc-colorado-springs-co-289067.md)) | 289067 | Colorado Springs, CO | SEC-registered investment adviser | $100 million to $500 million | 5 | Hourly, Fixed fee |
| [Peak Investment Advisors, Inc.](https://advisorcensus.com/firm/peak-investment-advisors-inc-colorado-springs-co-113967) ([md](https://advisorcensus.com/firm/peak-investment-advisors-inc-colorado-springs-co-113967.md)) | 113967 | Colorado Springs, CO | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly |
| [Petra Financial Advisors Inc](https://advisorcensus.com/firm/petra-financial-advisors-inc-colorado-springs-co-107196) ([md](https://advisorcensus.com/firm/petra-financial-advisors-inc-colorado-springs-co-107196.md)) | 107196 | Colorado Springs, CO | SEC-registered investment adviser | $100 million to $500 million | 35 | % of assets, Hourly, Fixed fee |
| [Planwiser Financial](https://advisorcensus.com/firm/planwiser-financial-colorado-springs-co-331675) ([md](https://advisorcensus.com/firm/planwiser-financial-colorado-springs-co-331675.md)) | 331675 | Colorado Springs, CO | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Prime Financial Strategies, Inc.](https://advisorcensus.com/firm/prime-financial-strategies-inc-colorado-springs-co-113703) ([md](https://advisorcensus.com/firm/prime-financial-strategies-inc-colorado-springs-co-113703.md)) | 113703 | Colorado Springs, CO | State-registered investment adviser | Not reported | 27 | Hourly, Fixed fee, Commissions |
| [Prudent Wealthcare](https://advisorcensus.com/firm/prudent-wealthcare-monument-co-281852) ([md](https://advisorcensus.com/firm/prudent-wealthcare-monument-co-281852.md)) | 281852 | Monument, CO | State-registered investment adviser | Not reported | 10 | Hourly, Fixed fee |
| [Qria, Inc.](https://advisorcensus.com/firm/qria-inc-colorado-springs-co-324506) ([md](https://advisorcensus.com/firm/qria-inc-colorado-springs-co-324506.md)) | 324506 | Colorado Springs, CO | State-registered investment adviser | Under $25 million | 3 | % of assets |
| [Ramsay Stattman Vela & Price Inc](https://advisorcensus.com/firm/ramsay-stattman-vela-and-price-inc-colorado-springs-co-105156) ([md](https://advisorcensus.com/firm/ramsay-stattman-vela-and-price-inc-colorado-springs-co-105156.md)) | 105156 | Colorado Springs, CO | SEC-registered investment adviser | $500 million to $1 billion | 50 | % of assets |
| [Replica Wealth Advisors Inc](https://advisorcensus.com/firm/replica-wealth-advisors-inc-colorado-springs-co-304902) ([md](https://advisorcensus.com/firm/replica-wealth-advisors-inc-colorado-springs-co-304902.md)) | 304902 | Colorado Springs, CO | State-registered investment adviser | Under $25 million | 7 | Fixed fee, Other |
| [RS Asset Management, LLC](https://advisorcensus.com/firm/rs-asset-management-llc-colorado-springs-co-157768) ([md](https://advisorcensus.com/firm/rs-asset-management-llc-colorado-springs-co-157768.md)) | 157768 | Colorado Springs, CO | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Hourly, Fixed fee |
| [Sagegrove Investment Advisory Group, LLC](https://advisorcensus.com/firm/sagegrove-investment-advisory-group-llc-colorado-springs-co-336414) ([md](https://advisorcensus.com/firm/sagegrove-investment-advisory-group-llc-colorado-springs-co-336414.md)) | 336414 | Colorado Springs, CO | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [Sarkee Capital Inc](https://advisorcensus.com/firm/sarkee-capital-inc-colorado-springs-co-338243) ([md](https://advisorcensus.com/firm/sarkee-capital-inc-colorado-springs-co-338243.md)) | 338243 | Colorado Springs, CO | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Seamount Financial Group Inc](https://advisorcensus.com/firm/seamount-financial-group-inc-colorado-springs-co-107834) ([md](https://advisorcensus.com/firm/seamount-financial-group-inc-colorado-springs-co-107834.md)) | 107834 | Colorado Springs, CO | SEC-registered investment adviser | $500 million to $1 billion | 27 | % of assets, Hourly, Fixed fee |
| [Season Investments, LLC](https://advisorcensus.com/firm/season-investments-llc-colorado-springs-co-158070) ([md](https://advisorcensus.com/firm/season-investments-llc-colorado-springs-co-158070.md)) | 158070 | Colorado Springs, CO | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee, Performance fee |
| [Sela Capital Group LLC](https://advisorcensus.com/firm/sela-capital-group-llc-colorado-springs-co-109251) ([md](https://advisorcensus.com/firm/sela-capital-group-llc-colorado-springs-co-109251.md)) | 109251 | Colorado Springs, CO | State-registered investment adviser | Not reported | 5 | % of assets, Fixed fee, Commissions |
| [Senior Tax Advisory Group, Inc.](https://advisorcensus.com/firm/senior-tax-advisory-group-inc-colorado-springs-co-318058) ([md](https://advisorcensus.com/firm/senior-tax-advisory-group-inc-colorado-springs-co-318058.md)) | 318058 | Colorado Springs, CO | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Commissions |
| [Sentrybridge Capital Inc.](https://advisorcensus.com/firm/sentrybridge-capital-inc-colorado-springs-co-340008) ([md](https://advisorcensus.com/firm/sentrybridge-capital-inc-colorado-springs-co-340008.md)) | 340008 | Colorado Springs, CO | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Skihawk Capital Partners, LLC](https://advisorcensus.com/firm/skihawk-capital-partners-llc-colorado-springs-co-153433) ([md](https://advisorcensus.com/firm/skihawk-capital-partners-llc-colorado-springs-co-153433.md)) | 153433 | Colorado Springs, CO | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Other |
| [Sullivan & Associates](https://advisorcensus.com/firm/sullivan-and-associates-colorado-springs-co-106570) ([md](https://advisorcensus.com/firm/sullivan-and-associates-colorado-springs-co-106570.md)) | 106570 | Colorado Springs, CO | State-registered investment adviser | Not reported | 14 | Hourly, Fixed fee |
| [Summit Wealth Group](https://advisorcensus.com/firm/summit-wealth-group-colorado-springs-co-335242) ([md](https://advisorcensus.com/firm/summit-wealth-group-colorado-springs-co-335242.md)) | 335242 | Colorado Springs, CO | SEC-registered investment adviser | $1 billion to $5 billion | 1 | % of assets, Fixed fee |
| [Sustainable Wealth Strategies, LLC](https://advisorcensus.com/firm/sustainable-wealth-strategies-llc-colorado-springs-co-323611) ([md](https://advisorcensus.com/firm/sustainable-wealth-strategies-llc-colorado-springs-co-323611.md)) | 323611 | Colorado Springs, CO | State-registered investment adviser | Not reported | 3 | % of assets, Hourly, Fixed fee |
| [Tara Nolan Advisory Services, Ltd](https://advisorcensus.com/firm/tara-nolan-advisory-services-ltd-peyton-co-154749) ([md](https://advisorcensus.com/firm/tara-nolan-advisory-services-ltd-peyton-co-154749.md)) | 154749 | Peyton, CO | State-registered investment adviser | Not reported | 15 | % of assets, Hourly, Fixed fee, Other |
| [Targeted Wealth Solutions](https://advisorcensus.com/firm/targeted-wealth-solutions-colorado-springs-co-282131) ([md](https://advisorcensus.com/firm/targeted-wealth-solutions-colorado-springs-co-282131.md)) | 282131 | Colorado Springs, CO | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee |
| [The Real Estate Whisperer(r)](https://advisorcensus.com/firm/the-real-estate-whisperer-r-monument-co-324130) ([md](https://advisorcensus.com/firm/the-real-estate-whisperer-r-monument-co-324130.md)) | 324130 | Monument, CO | State-registered investment adviser | Not reported | 3 | Fixed fee |
| [Truthpoint Financial, LLC](https://advisorcensus.com/firm/truthpoint-financial-llc-colorado-springs-co-312175) ([md](https://advisorcensus.com/firm/truthpoint-financial-llc-colorado-springs-co-312175.md)) | 312175 | Colorado Springs, CO | State-registered investment adviser | Under $25 million | 5 | % of assets, Fixed fee |
| [Unity Wealth Strategies](https://advisorcensus.com/firm/unity-wealth-strategies-colorado-springs-co-332777) ([md](https://advisorcensus.com/firm/unity-wealth-strategies-colorado-springs-co-332777.md)) | 332777 | Colorado Springs, CO | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Vailshire Capital Management, LLC](https://advisorcensus.com/firm/vailshire-capital-management-llc-colorado-springs-co-333571) ([md](https://advisorcensus.com/firm/vailshire-capital-management-llc-colorado-springs-co-333571.md)) | 333571 | Colorado Springs, CO | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Vantalith Wealth](https://advisorcensus.com/firm/vantalith-wealth-colorado-springs-co-342746) ([md](https://advisorcensus.com/firm/vantalith-wealth-colorado-springs-co-342746.md)) | 342746 | Colorado Springs, CO | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Wealth Logic, LLC](https://advisorcensus.com/firm/wealth-logic-llc-colorado-spring-co-129599) ([md](https://advisorcensus.com/firm/wealth-logic-llc-colorado-spring-co-129599.md)) | 129599 | Colorado Spring, CO | State-registered investment adviser | Not reported | 22 | Hourly, Fixed fee |
| [WEB3 University](https://advisorcensus.com/firm/web3-university-colorado-springs-co-340059) ([md](https://advisorcensus.com/firm/web3-university-colorado-springs-co-340059.md)) | 340059 | Colorado Springs, CO | Exempt reporting adviser | Not reported | 0 | Not reported |

- Previous page: https://advisorcensus.com/advisors/co/colorado-springs.md

## Questions people ask

**How many financial advisory firms are there in Colorado Springs, CO?**
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.

**How many fee-only financial advisors are in Colorado Springs, CO?**
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.

**How many financial advisors in Colorado Springs, CO offer financial planning?**
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.

**Are the financial advisors in Colorado Springs, 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 18 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 Colorado Springs, CO](https://advisorcensus.com/advisors/co/colorado-springs) (https://advisorcensus.com/advisors/co/colorado-springs.md)
- [Fee-only financial advisors in Colorado Springs, CO](https://advisorcensus.com/advisors/co/colorado-springs/fee-only) (https://advisorcensus.com/advisors/co/colorado-springs/fee-only.md)
- [Flat-fee financial advisors in Colorado Springs, CO](https://advisorcensus.com/advisors/co/colorado-springs/flat-fee) (https://advisorcensus.com/advisors/co/colorado-springs/flat-fee.md)
- [Hourly financial advisors in Colorado Springs, CO](https://advisorcensus.com/advisors/co/colorado-springs/hourly) (https://advisorcensus.com/advisors/co/colorado-springs/hourly.md)
- [Financial advisors for divorce in Colorado Springs, CO](https://advisorcensus.com/advisors/co/colorado-springs/divorce) (https://advisorcensus.com/advisors/co/colorado-springs/divorce.md)
- [Financial advisors for military families and veterans in Colorado Springs, CO](https://advisorcensus.com/advisors/co/colorado-springs/military-and-veterans) (https://advisorcensus.com/advisors/co/colorado-springs/military-and-veterans.md)
- [Financial advisors in Denver](https://advisorcensus.com/advisors/co/denver) (https://advisorcensus.com/advisors/co/denver.md)
- [Financial advisors in Boulder](https://advisorcensus.com/advisors/co/boulder) (https://advisorcensus.com/advisors/co/boulder.md)
- [Financial advisors in Fort Collins](https://advisorcensus.com/advisors/co/fort-collins) (https://advisorcensus.com/advisors/co/fort-collins.md)
- [Financial advisors in Greeley](https://advisorcensus.com/advisors/co/greeley) (https://advisorcensus.com/advisors/co/greeley.md)
- [Financial advisors in Grand Junction](https://advisorcensus.com/advisors/co/grand-junction) (https://advisorcensus.com/advisors/co/grand-junction.md)
- [Financial advisors in Pueblo](https://advisorcensus.com/advisors/co/pueblo) (https://advisorcensus.com/advisors/co/pueblo.md)

Every firm in this list as CSV: https://advisorcensus.com/advisors/co/colorado-springs.csv

Cite as: AdvisorCensus. Financial advisors in Colorado Springs, CO: 82 firms from Form ADV filings as of October 2026.