{
  "path": "/advisors/co",
  "url": "https://advisorcensus.com/advisors/co/page/12",
  "page_type": "state",
  "title": "Financial advisors in Colorado",
  "filters": {},
  "scope_total": 1196,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Colorado?",
      "a": "AdvisorCensus lists 1,196 investment advisory firms with a principal office in Colorado, from Form ADV filings as of October 2026: 375 SEC-registered, 483 state-registered, and 338 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?",
      "a": "407 of the 1,196 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 offer financial planning?",
      "a": "589 of the 858 firms in Colorado 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 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 407 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 1,196 investment advisory firms with a principal office in Colorado, drawn from Form ADV filings as of October 2026. Metro areas in the state are listed first; firms are listed alphabetically, and you can 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": null,
  "citation": "AdvisorCensus. Financial advisors in Colorado: 1,196 firms from Form ADV filings as of October 2026.",
  "total_firms": 1196,
  "page": 12,
  "total_pages": 24,
  "sort": "name",
  "registration_types": {
    "sec": 375,
    "state": 483,
    "exempt": 338
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 407
    },
    {
      "code": "percentage_of_aum",
      "count": 779
    },
    {
      "code": "hourly",
      "count": 370
    },
    {
      "code": "subscription",
      "count": 7
    },
    {
      "code": "fixed",
      "count": 490
    },
    {
      "code": "commissions",
      "count": 18
    },
    {
      "code": "performance_based",
      "count": 111
    },
    {
      "code": "other",
      "count": 74
    },
    {
      "code": "not_reported",
      "count": 338
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 625
    },
    {
      "code": "5_to_9",
      "count": 237
    },
    {
      "code": "10_to_19",
      "count": 202
    },
    {
      "code": "20_plus",
      "count": 127
    },
    {
      "code": "not_reported",
      "count": 5
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 273
    },
    {
      "code": "25m_100m",
      "count": 162
    },
    {
      "code": "100m_500m",
      "count": 209
    },
    {
      "code": "500m_1b",
      "count": 65
    },
    {
      "code": "1b_5b",
      "count": 63
    },
    {
      "code": "over_5b",
      "count": 21
    },
    {
      "code": "not_reported",
      "count": 403
    }
  ],
  "firms": [
    {
      "crd_number": 335561,
      "name": "Insightquant AI",
      "name_as_filed": "INSIGHTQUANT AI",
      "url": "https://advisorcensus.com/firm/insightquant-ai-denver-co-335561",
      "city": "Denver",
      "state": "CO",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 336854,
      "name": "Insightquant-AI Technologies Inc",
      "name_as_filed": "INSIGHTQUANT-AI TECHNOLOGIES INC",
      "url": "https://advisorcensus.com/firm/insightquant-ai-technologies-inc-denver-co-336854",
      "city": "Denver",
      "state": "CO",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 113422,
      "name": "Integra Financial, Inc.",
      "name_as_filed": "INTEGRA FINANCIAL, INC.",
      "url": "https://advisorcensus.com/firm/integra-financial-inc-greenwood-village-co-113422",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342632,
      "name": "Integrated Wealth Strategies",
      "name_as_filed": "INTEGRATED WEALTH STRATEGIES",
      "url": "https://advisorcensus.com/firm/integrated-wealth-strategies-lone-tree-co-342632",
      "city": "Lone Tree",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 307515,
      "name": "Integrity First Financial Planning LLC",
      "name_as_filed": "INTEGRITY FIRST FINANCIAL PLANNING LLC",
      "url": "https://advisorcensus.com/firm/integrity-first-financial-planning-llc-307515",
      "city": null,
      "state": null,
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 115961,
      "name": "Integrity Prosperity Security (IPS) Strategic Capital",
      "name_as_filed": "INTEGRITY PROSPERITY SECURITY (IPS) STRATEGIC CAPITAL",
      "url": "https://advisorcensus.com/firm/integrity-prosperity-security-ips-strategic-capital-denver-co-115961",
      "city": "Denver",
      "state": "CO",
      "years_registered": 10,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 284862,
      "name": "Integrity Wealth Solutions LLC",
      "name_as_filed": "INTEGRITY WEALTH SOLUTIONS LLC",
      "url": "https://advisorcensus.com/firm/integrity-wealth-solutions-llc-denver-co-284862",
      "city": "Denver",
      "state": "CO",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 108833,
      "name": "Intelligent Investment Management,llp",
      "name_as_filed": "INTELLIGENT INVESTMENT MANAGEMENT,LLP",
      "url": "https://advisorcensus.com/firm/intelligent-investment-management-llp-durango-co-108833",
      "city": "Durango",
      "state": "CO",
      "years_registered": 14,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "other"
      ],
      "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": 338601,
      "name": "International Finance Corporation Ltd",
      "name_as_filed": "INTERNATIONAL FINANCE CORPORATION LTD",
      "url": "https://advisorcensus.com/firm/international-finance-corporation-ltd-denver-co-338601",
      "city": "Denver",
      "state": "CO",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 338255,
      "name": "Inteviron Digital Exchange Ltd",
      "name_as_filed": "INTEVIRON DIGITAL EXCHANGE LTD",
      "url": "https://advisorcensus.com/firm/inteviron-digital-exchange-ltd-denver-co-338255",
      "city": "Denver",
      "state": "CO",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 157717,
      "name": "Investment & Tax Strategies, Inc.",
      "name_as_filed": "INVESTMENT & TAX STRATEGIES, INC.",
      "url": "https://advisorcensus.com/firm/investment-and-tax-strategies-inc-parker-co-157717",
      "city": "Parker",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 287842,
      "name": "Investment Fiduciary Planners, LLC",
      "name_as_filed": "INVESTMENT FIDUCIARY PLANNERS, LLC",
      "url": "https://advisorcensus.com/firm/investment-fiduciary-planners-llc-denver-co-287842",
      "city": "Denver",
      "state": "CO",
      "years_registered": 9,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110900,
      "name": "Investment Management Associates",
      "name_as_filed": "INVESTMENT MANAGEMENT ASSOCIATES",
      "url": "https://advisorcensus.com/firm/investment-management-associates-greenwood-village-co-110900",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 6,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 108208,
      "name": "Investment Research Corp",
      "name_as_filed": "INVESTMENT RESEARCH CORP",
      "url": "https://advisorcensus.com/firm/investment-research-corp-denver-co-108208",
      "city": "Denver",
      "state": "CO",
      "years_registered": 54,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 317727,
      "name": "Invictus Private Wealth, LLC",
      "name_as_filed": "INVICTUS PRIVATE WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/invictus-private-wealth-llc-denver-co-317727",
      "city": "Denver",
      "state": "CO",
      "years_registered": 4,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 173307,
      "name": "Iron River Capital LLC",
      "name_as_filed": "IRON RIVER CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/iron-river-capital-llc-durango-co-173307",
      "city": "Durango",
      "state": "CO",
      "years_registered": 11,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 341063,
      "name": "Ironclad Trading Institute LLC",
      "name_as_filed": "IRONCLAD TRADING INSTITUTE LLC",
      "url": "https://advisorcensus.com/firm/ironclad-trading-institute-llc-erie-co-341063",
      "city": "Erie",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 333955,
      "name": "Ironfjord Wealth Management",
      "name_as_filed": "IRONFJORD WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/ironfjord-wealth-management-lakewood-co-333955",
      "city": "Lakewood",
      "state": "CO",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 109978,
      "name": "Irving Planning & Investments, Ltd.",
      "name_as_filed": "IRVING PLANNING & INVESTMENTS, LTD.",
      "url": "https://advisorcensus.com/firm/irving-planning-and-investments-ltd-centennial-co-109978",
      "city": "Centennial",
      "state": "CO",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 163863,
      "name": "Isherpa Capital LLC",
      "name_as_filed": "ISHERPA CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/isherpa-capital-llc-greenwood-village-co-163863",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 153952,
      "name": "Israel Investment Advisors, LLC",
      "name_as_filed": "ISRAEL INVESTMENT ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/israel-investment-advisors-llc-denver-co-153952",
      "city": "Denver",
      "state": "CO",
      "years_registered": 16,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "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": 113569,
      "name": "J.F. Williams Co., Inc.",
      "name_as_filed": "J.F. WILLIAMS CO., INC.",
      "url": "https://advisorcensus.com/firm/j-f-williams-co-inc-denver-co-113569",
      "city": "Denver",
      "state": "CO",
      "years_registered": 11,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 143894,
      "name": "J.W. Jarvis Investment Advisors",
      "name_as_filed": "J.W. JARVIS INVESTMENT ADVISORS",
      "url": "https://advisorcensus.com/firm/j-w-jarvis-investment-advisors-143894",
      "city": null,
      "state": null,
      "years_registered": 19,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 309116,
      "name": "Jackson Creek Investment Advisors LLC",
      "name_as_filed": "JACKSON CREEK INVESTMENT ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/jackson-creek-investment-advisors-llc-castle-rock-co-309116",
      "city": "Castle Rock",
      "state": "CO",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 310496,
      "name": "Jackson Wealth Management, LLC",
      "name_as_filed": "JACKSON WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/jackson-wealth-management-llc-castle-rock-co-310496",
      "city": "Castle Rock",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282154,
      "name": "James Morgan Asset Management, LLC",
      "name_as_filed": "JAMES MORGAN ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/james-morgan-asset-management-llc-broomfield-co-282154",
      "city": "Broomfield",
      "state": "CO",
      "years_registered": 10,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 306498,
      "name": "James Wheeler & Co. Advisors",
      "name_as_filed": "JAMES WHEELER & CO. ADVISORS",
      "url": "https://advisorcensus.com/firm/james-wheeler-and-co-advisors-306498",
      "city": null,
      "state": null,
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 104652,
      "name": "Janus Henderson Investors",
      "name_as_filed": "JANUS HENDERSON INVESTORS",
      "url": "https://advisorcensus.com/firm/janus-henderson-investors-denver-co-104652",
      "city": "Denver",
      "state": "CO",
      "years_registered": 48,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 327263,
      "name": "JCM3 Asset Management, LLC",
      "name_as_filed": "JCM3 ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/jcm3-asset-management-llc-327263",
      "city": null,
      "state": null,
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329083,
      "name": "JD Haggar Financial",
      "name_as_filed": "JD HAGGAR FINANCIAL",
      "url": "https://advisorcensus.com/firm/jd-haggar-financial-329083",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 307193,
      "name": "Jdyeageradvisors",
      "name_as_filed": "JDYEAGERADVISORS",
      "url": "https://advisorcensus.com/firm/jdyeageradvisors-307193",
      "city": null,
      "state": null,
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 343301,
      "name": "JEF Clear Quant Ltd",
      "name_as_filed": "JEF CLEAR QUANT LTD",
      "url": "https://advisorcensus.com/firm/jef-clear-quant-ltd-denver-co-343301",
      "city": "Denver",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 310457,
      "name": "Jeremy Abelson Advisory LLC",
      "name_as_filed": "JEREMY ABELSON ADVISORY LLC",
      "url": "https://advisorcensus.com/firm/jeremy-abelson-advisory-llc-denver-co-310457",
      "city": "Denver",
      "state": "CO",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 125101,
      "name": "JFG Family Office",
      "name_as_filed": "JFG FAMILY OFFICE",
      "url": "https://advisorcensus.com/firm/jfg-family-office-denver-co-125101",
      "city": "Denver",
      "state": "CO",
      "years_registered": 12,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298784,
      "name": "JHP Wealth Management, LLC",
      "name_as_filed": "JHP WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/jhp-wealth-management-llc-centennial-co-298784",
      "city": "Centennial",
      "state": "CO",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 169889,
      "name": "JIM Saulnier & Associates, LLC",
      "name_as_filed": "JIM SAULNIER & ASSOCIATES, LLC",
      "url": "https://advisorcensus.com/firm/jim-saulnier-and-associates-llc-fort-collins-co-169889",
      "city": "Fort Collins",
      "state": "CO",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 146777,
      "name": "Journey Investments, LLC",
      "name_as_filed": "JOURNEY INVESTMENTS, LLC",
      "url": "https://advisorcensus.com/firm/journey-investments-llc-loveland-co-146777",
      "city": "Loveland",
      "state": "CO",
      "years_registered": 18,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 335009,
      "name": "Joy Equity Management LLC",
      "name_as_filed": "JOY EQUITY MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/joy-equity-management-llc-boulder-co-335009",
      "city": "Boulder",
      "state": "CO",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328474,
      "name": "JPL Wealth Management, LLC",
      "name_as_filed": "JPL WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/jpl-wealth-management-llc-greenwood-village-co-328474",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 2,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 301036,
      "name": "JRB Capital Management",
      "name_as_filed": "JRB CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/jrb-capital-management-steamboat-springs-co-301036",
      "city": "Steamboat Springs",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333996,
      "name": "JSI Manager LLC",
      "name_as_filed": "JSI MANAGER LLC",
      "url": "https://advisorcensus.com/firm/jsi-manager-llc-timnath-co-333996",
      "city": "Timnath",
      "state": "CO",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 299220,
      "name": "Jupiter Wealth Management, LLC",
      "name_as_filed": "JUPITER WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/jupiter-wealth-management-llc-glendale-co-299220",
      "city": "Glendale",
      "state": "CO",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 317540,
      "name": "Kamino Management, LLC",
      "name_as_filed": "KAMINO MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/kamino-management-llc-denver-co-317540",
      "city": "Denver",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 283597,
      "name": "Keen Capital, LLC",
      "name_as_filed": "KEEN CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/keen-capital-llc-westminster-co-283597",
      "city": "Westminster",
      "state": "CO",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 315259,
      "name": "Kelly Intelligence",
      "name_as_filed": "KELLY INTELLIGENCE",
      "url": "https://advisorcensus.com/firm/kelly-intelligence-denver-co-315259",
      "city": "Denver",
      "state": "CO",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299384,
      "name": "Key Investment Partners LLC",
      "name_as_filed": "KEY INVESTMENT PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/key-investment-partners-llc-denver-co-299384",
      "city": "Denver",
      "state": "CO",
      "years_registered": 7,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 310623,
      "name": "Keystone Financial Services",
      "name_as_filed": "KEYSTONE FINANCIAL SERVICES",
      "url": "https://advisorcensus.com/firm/keystone-financial-services-loveland-co-310623",
      "city": "Loveland",
      "state": "CO",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    }
  ],
  "states": [],
  "metros": [
    {
      "path": "/advisors/co/denver",
      "name": "Denver",
      "msa_name": "Denver-Aurora-Centennial, CO",
      "state_code": "CO",
      "firm_count": 697
    },
    {
      "path": "/advisors/co/boulder",
      "name": "Boulder",
      "msa_name": "Boulder, CO",
      "state_code": "CO",
      "firm_count": 103
    },
    {
      "path": "/advisors/co/colorado-springs",
      "name": "Colorado Springs",
      "msa_name": "Colorado Springs, CO",
      "state_code": "CO",
      "firm_count": 82
    },
    {
      "path": "/advisors/co/fort-collins",
      "name": "Fort Collins",
      "msa_name": "Fort Collins-Loveland, CO",
      "state_code": "CO",
      "firm_count": 40
    },
    {
      "path": "/advisors/co/greeley",
      "name": "Greeley",
      "msa_name": "Greeley, CO",
      "state_code": "CO",
      "firm_count": 10
    },
    {
      "path": "/advisors/co/grand-junction",
      "name": "Grand Junction",
      "msa_name": "Grand Junction, CO",
      "state_code": "CO",
      "firm_count": 4
    },
    {
      "path": "/advisors/co/pueblo",
      "name": "Pueblo",
      "msa_name": "Pueblo, CO",
      "state_code": "CO",
      "firm_count": 2
    }
  ],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/co",
      "label": "Financial advisors in Colorado"
    },
    "fee_pages": [
      {
        "path": "/advisors/co/fee-only",
        "label": "Fee-only financial advisors in Colorado",
        "firm_count": 407
      },
      {
        "path": "/advisors/co/flat-fee",
        "label": "Flat-fee financial advisors in Colorado",
        "firm_count": 490
      },
      {
        "path": "/advisors/co/hourly",
        "label": "Hourly financial advisors in Colorado",
        "firm_count": 370
      }
    ]
  },
  "csv": "https://advisorcensus.com/advisors/co.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"
  }
}