# Financial advisors in Colorado

> Find financial advisors in Colorado. AdvisorCensus lists 1,196 investment advisory firms with a principal office in Colorado as of October 2026. Metro areas are listed first. Firms are alphabetical, and you can sort by years registered or by assets under management. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.

Updated October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/co/page/15

## At a glance

- Investment advisory firms: 1,196
- Registration: SEC-registered investment adviser: 375, State-registered investment adviser: 483, Exempt reporting adviser: 338
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 407 (47%); Percentage of assets 779 (91%); Hourly charges 370 (43%); Subscription fees (newsletter or periodical) 7 (1%); Fixed fees 490 (57%); Commissions 18 (2%); Performance-based fees 111 (13%); Other 74 (9%); No compensation arrangements reported 338
- Regulatory assets under management (Item 5.F): Under $25 million 273 (23%); $25 million to $100 million 162 (14%); $100 million to $500 million 209 (17%); $500 million to $1 billion 65 (5%); $1 billion to $5 billion 63 (5%); Over $5 billion 21 (2%); Not reported 403 (34%)
- Years registered: Under 5 years 625 (52%); 5 to 9 years 237 (20%); 10 to 19 years 202 (17%); 20 years or more 127 (11%); Not reported 5 (0%)

## Firms (page 15 of 24, 701 to 750 of 1,196, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Miller Wealth Advisors, LLC](https://advisorcensus.com/firm/miller-wealth-advisors-llc-ouray-co-171329) ([md](https://advisorcensus.com/firm/miller-wealth-advisors-llc-ouray-co-171329.md)) | 171329 | Ouray, CO | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [Million Securities Ltd](https://advisorcensus.com/firm/million-securities-ltd-denver-co-338838) ([md](https://advisorcensus.com/firm/million-securities-ltd-denver-co-338838.md)) | 338838 | Denver, CO | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Mines Venture Fund Management, LLC](https://advisorcensus.com/firm/mines-venture-fund-management-llc-golden-co-323535) ([md](https://advisorcensus.com/firm/mines-venture-fund-management-llc-golden-co-323535.md)) | 323535 | Golden, CO | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Modern Financial](https://advisorcensus.com/firm/modern-financial-monument-co-317409) ([md](https://advisorcensus.com/firm/modern-financial-monument-co-317409.md)) | 317409 | Monument, CO | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly, Fixed fee, Other |
| [Mogle Financial Solutions](https://advisorcensus.com/firm/mogle-financial-solutions-littleton-co-340632) ([md](https://advisorcensus.com/firm/mogle-financial-solutions-littleton-co-340632.md)) | 340632 | Littleton, CO | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly |
| [Momentum Financial Planning LLC](https://advisorcensus.com/firm/momentum-financial-planning-llc-298861) ([md](https://advisorcensus.com/firm/momentum-financial-planning-llc-298861.md)) | 298861 | Not reported, Not reported | State-registered investment adviser | Not reported | 5 | Fixed fee |
| [Momentum Trading Academy Ltd](https://advisorcensus.com/firm/momentum-trading-academy-ltd-denver-co-339842) ([md](https://advisorcensus.com/firm/momentum-trading-academy-ltd-denver-co-339842.md)) | 339842 | Denver, CO | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Moncap Holdings, LLC](https://advisorcensus.com/firm/moncap-holdings-llc-boulder-co-319357) ([md](https://advisorcensus.com/firm/moncap-holdings-llc-boulder-co-319357.md)) | 319357 | Boulder, CO | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Moneybridge Mind Inc](https://advisorcensus.com/firm/moneybridge-mind-inc-denver-co-337797) ([md](https://advisorcensus.com/firm/moneybridge-mind-inc-denver-co-337797.md)) | 337797 | Denver, CO | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Moneycafe Advisors, LLC](https://advisorcensus.com/firm/moneycafe-advisors-llc-denver-co-150121) ([md](https://advisorcensus.com/firm/moneycafe-advisors-llc-denver-co-150121.md)) | 150121 | Denver, CO | State-registered investment adviser | Under $25 million | 16 | Hourly, Fixed fee |
| [Moneyfull](https://advisorcensus.com/firm/moneyfull-denver-co-169821) ([md](https://advisorcensus.com/firm/moneyfull-denver-co-169821.md)) | 169821 | Denver, CO | State-registered investment adviser | Under $25 million | 12 | % of assets, Hourly, Fixed fee |
| [Montgomery Financial Planning LLC](https://advisorcensus.com/firm/montgomery-financial-planning-llc-340835) ([md](https://advisorcensus.com/firm/montgomery-financial-planning-llc-340835.md)) | 340835 | Not reported, Not reported | State-registered investment adviser | Not reported | 0 | Hourly, Fixed fee |
| [Montgomery Wealth Management, LLC](https://advisorcensus.com/firm/montgomery-wealth-management-llc-pagosa-springs-co-173968) ([md](https://advisorcensus.com/firm/montgomery-wealth-management-llc-pagosa-springs-co-173968.md)) | 173968 | Pagosa Springs, CO | State-registered investment adviser | Under $25 million | 9 | % of assets |
| [Monticello Associates, LLC](https://advisorcensus.com/firm/monticello-associates-llc-denver-co-107392) ([md](https://advisorcensus.com/firm/monticello-associates-llc-denver-co-107392.md)) | 107392 | Denver, CO | SEC-registered investment adviser | Not reported | 30 | Fixed fee, Other |
| [Moore, Dorothea Jane](https://advisorcensus.com/firm/moore-dorothea-jane-centennial-co-122248) ([md](https://advisorcensus.com/firm/moore-dorothea-jane-centennial-co-122248.md)) | 122248 | Centennial, CO | State-registered investment adviser | $25 million to $100 million | 23 | % of assets, Hourly |
| [More Than Your Money, Inc.](https://advisorcensus.com/firm/more-than-your-money-inc-colorado-springs-co-289058) ([md](https://advisorcensus.com/firm/more-than-your-money-inc-colorado-springs-co-289058.md)) | 289058 | Colorado Springs, CO | State-registered investment adviser | Not reported | 9 | Hourly, Fixed fee |
| [Mountain Capital Investment Advisors Inc](https://advisorcensus.com/firm/mountain-capital-investment-advisors-inc-westminster-co-156660) ([md](https://advisorcensus.com/firm/mountain-capital-investment-advisors-inc-westminster-co-156660.md)) | 156660 | Westminster, CO | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets |
| [Mountaingate Management Co., LLC](https://advisorcensus.com/firm/mountaingate-management-co-llc-denver-co-294899) ([md](https://advisorcensus.com/firm/mountaingate-management-co-llc-denver-co-294899.md)) | 294899 | Denver, CO | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Performance fee |
| [Moxxie Management, LLC](https://advisorcensus.com/firm/moxxie-management-llc-boulder-co-315493) ([md](https://advisorcensus.com/firm/moxxie-management-llc-boulder-co-315493.md)) | 315493 | Boulder, CO | Exempt reporting adviser | Not reported | 5 | Not reported |
| [Moxxie Ventures Management, LLC](https://advisorcensus.com/firm/moxxie-ventures-management-llc-boulder-co-305096) ([md](https://advisorcensus.com/firm/moxxie-ventures-management-llc-boulder-co-305096.md)) | 305096 | Boulder, CO | Exempt reporting adviser | Not reported | 6 | Not reported |
| [Mutual Advantage, LLC](https://advisorcensus.com/firm/mutual-advantage-llc-112620) ([md](https://advisorcensus.com/firm/mutual-advantage-llc-112620.md)) | 112620 | Not reported, Not reported | State-registered investment adviser | Not reported | 25 | Fixed fee |
| [My Wealth Planners](https://advisorcensus.com/firm/my-wealth-planners-longmont-co-305664) ([md](https://advisorcensus.com/firm/my-wealth-planners-longmont-co-305664.md)) | 305664 | Longmont, CO | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Fixed fee |
| [Mysia Cryptocurrency Exchange Ltd](https://advisorcensus.com/firm/mysia-cryptocurrency-exchange-ltd-denver-co-336196) ([md](https://advisorcensus.com/firm/mysia-cryptocurrency-exchange-ltd-denver-co-336196.md)) | 336196 | Denver, CO | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Narrow Path Financial Inc.](https://advisorcensus.com/firm/narrow-path-financial-inc-173480) ([md](https://advisorcensus.com/firm/narrow-path-financial-inc-173480.md)) | 173480 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 11 | % of assets, Hourly |
| [Nasdaq ESOP Inc](https://advisorcensus.com/firm/nasdaq-esop-inc-boulder-co-343563) ([md](https://advisorcensus.com/firm/nasdaq-esop-inc-boulder-co-343563.md)) | 343563 | Boulder, CO | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Nautical Echo Capital Ltd](https://advisorcensus.com/firm/nautical-echo-capital-ltd-denver-co-339335) ([md](https://advisorcensus.com/firm/nautical-echo-capital-ltd-denver-co-339335.md)) | 339335 | Denver, CO | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Navigation Wealth Management](https://advisorcensus.com/firm/navigation-wealth-management-fort-collins-co-282640) ([md](https://advisorcensus.com/firm/navigation-wealth-management-fort-collins-co-282640.md)) | 282640 | Fort Collins, CO | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee, Other |
| [Neomics Institute Inc](https://advisorcensus.com/firm/neomics-institute-inc-denver-co-344228) ([md](https://advisorcensus.com/firm/neomics-institute-inc-denver-co-344228.md)) | 344228 | Denver, CO | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Nequit Wealth & Investment Management, LLC](https://advisorcensus.com/firm/nequit-wealth-and-investment-management-llc-denver-co-286535) ([md](https://advisorcensus.com/firm/nequit-wealth-and-investment-management-llc-denver-co-286535.md)) | 286535 | Denver, CO | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [New Frontier Wealth Management](https://advisorcensus.com/firm/new-frontier-wealth-management-englewood-co-147055) ([md](https://advisorcensus.com/firm/new-frontier-wealth-management-englewood-co-147055.md)) | 147055 | Englewood, CO | State-registered investment adviser | Under $25 million | 14 | % of assets |
| [New Light Financial](https://advisorcensus.com/firm/new-light-financial-englewood-co-325546) ([md](https://advisorcensus.com/firm/new-light-financial-englewood-co-325546.md)) | 325546 | Englewood, CO | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Hourly |
| [New West Investment Management, Inc.](https://advisorcensus.com/firm/new-west-investment-management-inc-broomfield-co-117872) ([md](https://advisorcensus.com/firm/new-west-investment-management-inc-broomfield-co-117872.md)) | 117872 | Broomfield, CO | State-registered investment adviser | $25 million to $100 million | 27 | % of assets |
| [Newell Financial Services](https://advisorcensus.com/firm/newell-financial-services-greenwood-village-co-339826) ([md](https://advisorcensus.com/firm/newell-financial-services-greenwood-village-co-339826.md)) | 339826 | Greenwood Village, CO | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Newstarasset Capital Inc](https://advisorcensus.com/firm/newstarasset-capital-inc-denver-co-340108) ([md](https://advisorcensus.com/firm/newstarasset-capital-inc-denver-co-340108.md)) | 340108 | Denver, CO | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Newvale Capital LLC](https://advisorcensus.com/firm/newvale-capital-llc-boulder-co-328660) ([md](https://advisorcensus.com/firm/newvale-capital-llc-boulder-co-328660.md)) | 328660 | Boulder, CO | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Nexera Technologies Ltd.](https://advisorcensus.com/firm/nexera-technologies-ltd-denver-co-341065) ([md](https://advisorcensus.com/firm/nexera-technologies-ltd-denver-co-341065.md)) | 341065 | Denver, CO | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Next Chapter Financial, LLC](https://advisorcensus.com/firm/next-chapter-financial-llc-330230) ([md](https://advisorcensus.com/firm/next-chapter-financial-llc-330230.md)) | 330230 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Nexus Energy Partners](https://advisorcensus.com/firm/nexus-energy-partners-denver-co-329387) ([md](https://advisorcensus.com/firm/nexus-energy-partners-denver-co-329387.md)) | 329387 | Denver, CO | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Nilsine Partners, LLC](https://advisorcensus.com/firm/nilsine-partners-llc-greenwood-village-co-315694) ([md](https://advisorcensus.com/firm/nilsine-partners-llc-greenwood-village-co-315694.md)) | 315694 | Greenwood Village, CO | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets, Fixed fee |
| [Noble Wealth Management P.B.C.](https://advisorcensus.com/firm/noble-wealth-management-p-b-c-greenwood-village-co-322607) ([md](https://advisorcensus.com/firm/noble-wealth-management-p-b-c-greenwood-village-co-322607.md)) | 322607 | Greenwood Village, CO | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Noble Wealth Partners](https://advisorcensus.com/firm/noble-wealth-partners-denver-co-298396) ([md](https://advisorcensus.com/firm/noble-wealth-partners-denver-co-298396.md)) | 298396 | Denver, CO | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Nordstern Kapitalmanagement GMBH Ltd](https://advisorcensus.com/firm/nordstern-kapitalmanagement-gmbh-ltd-denver-co-337924) ([md](https://advisorcensus.com/firm/nordstern-kapitalmanagement-gmbh-ltd-denver-co-337924.md)) | 337924 | Denver, CO | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Normandy Capital Management, LLC](https://advisorcensus.com/firm/normandy-capital-management-llc-lakewood-co-142315) ([md](https://advisorcensus.com/firm/normandy-capital-management-llc-lakewood-co-142315.md)) | 142315 | Lakewood, CO | State-registered investment adviser | $25 million to $100 million | 19 | % of assets, Hourly, Fixed fee |
| [Northwood Investors LLC](https://advisorcensus.com/firm/northwood-investors-llc-denver-co-161406) ([md](https://advisorcensus.com/firm/northwood-investors-llc-denver-co-161406.md)) | 161406 | Denver, CO | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Performance fee, Other |
| [Norton-Barkley Asset Management](https://advisorcensus.com/firm/norton-barkley-asset-management-113977) ([md](https://advisorcensus.com/firm/norton-barkley-asset-management-113977.md)) | 113977 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 25 | % of assets |
| [Norvion Capital LLC](https://advisorcensus.com/firm/norvion-capital-llc-aurora-co-343150) ([md](https://advisorcensus.com/firm/norvion-capital-llc-aurora-co-343150.md)) | 343150 | Aurora, CO | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Norzium Exchange Ltd](https://advisorcensus.com/firm/norzium-exchange-ltd-denver-co-344070) ([md](https://advisorcensus.com/firm/norzium-exchange-ltd-denver-co-344070.md)) | 344070 | Denver, CO | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Nose to Wind LLC](https://advisorcensus.com/firm/nose-to-wind-llc-avon-co-312219) ([md](https://advisorcensus.com/firm/nose-to-wind-llc-avon-co-312219.md)) | 312219 | Avon, CO | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Nova Academy of Finance Ltd](https://advisorcensus.com/firm/nova-academy-of-finance-ltd-denver-co-340607) ([md](https://advisorcensus.com/firm/nova-academy-of-finance-ltd-denver-co-340607.md)) | 340607 | Denver, CO | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Nova Financial Academy Ltd](https://advisorcensus.com/firm/nova-financial-academy-ltd-greenwood-village-co-339834) ([md](https://advisorcensus.com/firm/nova-financial-academy-ltd-greenwood-village-co-339834.md)) | 339834 | Greenwood Village, CO | Exempt reporting adviser | Not reported | 0 | Not reported |

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## Questions people ask

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

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

**How many financial advisors in Colorado offer financial planning?**
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.

**Are the financial advisors in Colorado 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 407 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)
- [Fee-only financial advisors in Colorado](https://advisorcensus.com/advisors/co/fee-only) (https://advisorcensus.com/advisors/co/fee-only.md)
- [Flat-fee financial advisors in Colorado](https://advisorcensus.com/advisors/co/flat-fee) (https://advisorcensus.com/advisors/co/flat-fee.md)
- [Hourly financial advisors in Colorado](https://advisorcensus.com/advisors/co/hourly) (https://advisorcensus.com/advisors/co/hourly.md)

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

Cite as: AdvisorCensus. Financial advisors in Colorado: 1,196 firms from Form ADV filings as of October 2026.