{
  "path": "/advisors/co",
  "url": "https://advisorcensus.com/advisors/co/page/16",
  "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": 16,
  "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": 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": 305093,
      "name": "NZS Capital LLC",
      "name_as_filed": "NZS CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/nzs-capital-llc-denver-co-305093",
      "city": "Denver",
      "state": "CO",
      "years_registered": 6,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297726,
      "name": "O'Rourke Financial",
      "name_as_filed": "O'ROURKE FINANCIAL",
      "url": "https://advisorcensus.com/firm/o-rourke-financial-littleton-co-297726",
      "city": "Littleton",
      "state": "CO",
      "years_registered": 8,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288019,
      "name": "Oak Street Investments",
      "name_as_filed": "OAK STREET INVESTMENTS",
      "url": "https://advisorcensus.com/firm/oak-street-investments-greenwood-village-co-288019",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 147478,
      "name": "Oaktree Financial Planning, LLC",
      "name_as_filed": "OAKTREE FINANCIAL PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/oaktree-financial-planning-llc-fort-collins-co-147478",
      "city": "Fort Collins",
      "state": "CO",
      "years_registered": 18,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 169387,
      "name": "Oakwood Real Estate Partners, LLC",
      "name_as_filed": "OAKWOOD REAL ESTATE PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/oakwood-real-estate-partners-llc-denver-co-169387",
      "city": "Denver",
      "state": "CO",
      "years_registered": 12,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 123589,
      "name": "Oatley & Diak, LLC.",
      "name_as_filed": "OATLEY & DIAK, LLC.",
      "url": "https://advisorcensus.com/firm/oatley-and-diak-llc-parker-co-123589",
      "city": "Parker",
      "state": "CO",
      "years_registered": 23,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110069,
      "name": "Obermeyer Wealth Partners",
      "name_as_filed": "OBERMEYER WEALTH PARTNERS",
      "url": "https://advisorcensus.com/firm/obermeyer-wealth-partners-aspen-co-110069",
      "city": "Aspen",
      "state": "CO",
      "years_registered": 28,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333311,
      "name": "One BOW River Advisers, LLC.",
      "name_as_filed": "ONE BOW RIVER ADVISERS, LLC.",
      "url": "https://advisorcensus.com/firm/one-bow-river-advisers-llc-colorado-springs-co-333311",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 1,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 277047,
      "name": "One Brick Planning & Consulting, LLC",
      "name_as_filed": "ONE BRICK PLANNING & CONSULTING, LLC",
      "url": "https://advisorcensus.com/firm/one-brick-planning-and-consulting-llc-greenwood-village-co-277047",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 10,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331689,
      "name": "One Funds, LLC",
      "name_as_filed": "ONE FUNDS, LLC",
      "url": "https://advisorcensus.com/firm/one-funds-llc-colorado-springs-co-331689",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 173607,
      "name": "One Thousand & One Voices Management, LLC",
      "name_as_filed": "ONE THOUSAND & ONE VOICES MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/one-thousand-and-one-voices-management-llc-parker-co-173607",
      "city": "Parker",
      "state": "CO",
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 340764,
      "name": "Oneassets Capital Inc",
      "name_as_filed": "ONEASSETS CAPITAL INC",
      "url": "https://advisorcensus.com/firm/oneassets-capital-inc-denver-co-340764",
      "city": "Denver",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 335774,
      "name": "Open Compute Intelligence Network Ltd",
      "name_as_filed": "OPEN COMPUTE INTELLIGENCE NETWORK LTD",
      "url": "https://advisorcensus.com/firm/open-compute-intelligence-network-ltd-colorado-springs-co-335774",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 333078,
      "name": "Open Space Capital LLC",
      "name_as_filed": "OPEN SPACE CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/open-space-capital-llc-333078",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "25m_100m",
      "compensation_types": [
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 312619,
      "name": "Ophir Asset Management US LLC",
      "name_as_filed": "OPHIR ASSET MANAGEMENT US LLC",
      "url": "https://advisorcensus.com/firm/ophir-asset-management-us-llc-denver-co-312619",
      "city": "Denver",
      "state": "CO",
      "years_registered": 5,
      "raum_band": "1b_5b",
      "compensation_types": [
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334279,
      "name": "Opus Financial LLC",
      "name_as_filed": "OPUS FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/opus-financial-llc-334279",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 341607,
      "name": "Oreon Technologies Inc",
      "name_as_filed": "OREON TECHNOLOGIES INC",
      "url": "https://advisorcensus.com/firm/oreon-technologies-inc-denver-co-341607",
      "city": "Denver",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 324839,
      "name": "Origin Credit Advisers, LLC",
      "name_as_filed": "ORIGIN CREDIT ADVISERS, LLC",
      "url": "https://advisorcensus.com/firm/origin-credit-advisers-llc-denver-co-324839",
      "city": "Denver",
      "state": "CO",
      "years_registered": 3,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323980,
      "name": "Orographic Financial Advisors",
      "name_as_filed": "OROGRAPHIC FINANCIAL ADVISORS",
      "url": "https://advisorcensus.com/firm/orographic-financial-advisors-avon-co-323980",
      "city": "Avon",
      "state": "CO",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 340157,
      "name": "Otium Wealth Management",
      "name_as_filed": "OTIUM WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/otium-wealth-management-fort-collins-co-340157",
      "city": "Fort Collins",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 287697,
      "name": "Outbound Financial",
      "name_as_filed": "OUTBOUND FINANCIAL",
      "url": "https://advisorcensus.com/firm/outbound-financial-boulder-co-287697",
      "city": "Boulder",
      "state": "CO",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331850,
      "name": "Owl Creek Wealth Partners",
      "name_as_filed": "OWL CREEK WEALTH PARTNERS",
      "url": "https://advisorcensus.com/firm/owl-creek-wealth-partners-greenwood-village-co-331850",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 2,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 290581,
      "name": "P.A. Schopen & Associates, LLC",
      "name_as_filed": "P.A. SCHOPEN & ASSOCIATES, LLC",
      "url": "https://advisorcensus.com/firm/p-a-schopen-and-associates-llc-golden-co-290581",
      "city": "Golden",
      "state": "CO",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 143408,
      "name": "Pagosa Wealth LLC",
      "name_as_filed": "PAGOSA WEALTH LLC",
      "url": "https://advisorcensus.com/firm/pagosa-wealth-llc-143408",
      "city": null,
      "state": null,
      "years_registered": 18,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 161531,
      "name": "Paller Financial Services, Inc.",
      "name_as_filed": "PALLER FINANCIAL SERVICES, INC.",
      "url": "https://advisorcensus.com/firm/paller-financial-services-inc-centennial-co-161531",
      "city": "Centennial",
      "state": "CO",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 324199,
      "name": "Panorama Wealth Advisors",
      "name_as_filed": "PANORAMA WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/panorama-wealth-advisors-greenwood-village-co-324199",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 312696,
      "name": "Pantile Investments",
      "name_as_filed": "PANTILE INVESTMENTS",
      "url": "https://advisorcensus.com/firm/pantile-investments-boulder-co-312696",
      "city": "Boulder",
      "state": "CO",
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 105147,
      "name": "Paragon Capital Management",
      "name_as_filed": "PARAGON CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/paragon-capital-management-denver-co-105147",
      "city": "Denver",
      "state": "CO",
      "years_registered": 36,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 315804,
      "name": "Paralel Advisors LLC",
      "name_as_filed": "PARALEL ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/paralel-advisors-llc-denver-co-315804",
      "city": "Denver",
      "state": "CO",
      "years_registered": 4,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288537,
      "name": "Paramount Associates Wealth Management",
      "name_as_filed": "PARAMOUNT ASSOCIATES WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/paramount-associates-wealth-management-greenwood-village-co-288537",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 326639,
      "name": "Park Hill Financial Planning & Investment Management, LLC",
      "name_as_filed": "PARK HILL FINANCIAL PLANNING & INVESTMENT MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/park-hill-financial-planning-and-investment-management-llc-326639",
      "city": null,
      "state": null,
      "years_registered": 3,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 160275,
      "name": "Parsonex Advisory Services, Inc.",
      "name_as_filed": "PARSONEX ADVISORY SERVICES, INC.",
      "url": "https://advisorcensus.com/firm/parsonex-advisory-services-inc-englewood-co-160275",
      "city": "Englewood",
      "state": "CO",
      "years_registered": 14,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "subscription",
        "fixed"
      ],
      "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": 338565,
      "name": "Pascal Capital Inc",
      "name_as_filed": "PASCAL CAPITAL INC",
      "url": "https://advisorcensus.com/firm/pascal-capital-inc-colorado-springs-co-338565",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 336511,
      "name": "Pathway Financial Advisory, LLC",
      "name_as_filed": "PATHWAY FINANCIAL ADVISORY, LLC",
      "url": "https://advisorcensus.com/firm/pathway-financial-advisory-llc-edwards-co-336511",
      "city": "Edwards",
      "state": "CO",
      "years_registered": 1,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 343149,
      "name": "Pax Capital Limited",
      "name_as_filed": "PAX CAPITAL LIMITED",
      "url": "https://advisorcensus.com/firm/pax-capital-limited-arvada-co-343149",
      "city": "Arvada",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 333127,
      "name": "PCM Encore, LLC",
      "name_as_filed": "PCM ENCORE, LLC",
      "url": "https://advisorcensus.com/firm/pcm-encore-llc-aspen-co-333127",
      "city": "Aspen",
      "state": "CO",
      "years_registered": 1,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "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": 334541,
      "name": "Peacock Financial, LLC",
      "name_as_filed": "PEACOCK FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/peacock-financial-llc-334541",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106944,
      "name": "Peak Asset Management, LLC",
      "name_as_filed": "PEAK ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/peak-asset-management-llc-louisville-co-106944",
      "city": "Louisville",
      "state": "CO",
      "years_registered": 30,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 141488,
      "name": "Peak Capital Management, LLC",
      "name_as_filed": "PEAK CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/peak-capital-management-llc-greenwood-village-co-141488",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 18,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 115207,
      "name": "Peak Financial Advisors",
      "name_as_filed": "PEAK FINANCIAL ADVISORS",
      "url": "https://advisorcensus.com/firm/peak-financial-advisors-denver-co-115207",
      "city": "Denver",
      "state": "CO",
      "years_registered": 25,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 305485,
      "name": "Peak Financial Guidance LLC",
      "name_as_filed": "PEAK FINANCIAL GUIDANCE LLC",
      "url": "https://advisorcensus.com/firm/peak-financial-guidance-llc-greenwood-village-co-305485",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 6,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 281223,
      "name": "Peak Financial Management, Inc.",
      "name_as_filed": "PEAK FINANCIAL MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/peak-financial-management-inc-broomfield-co-281223",
      "city": "Broomfield",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 113967,
      "name": "Peak Investment Advisors, Inc.",
      "name_as_filed": "PEAK INVESTMENT ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/peak-investment-advisors-inc-colorado-springs-co-113967",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289891,
      "name": "Peak Planning Group, LLC",
      "name_as_filed": "PEAK PLANNING GROUP, LLC",
      "url": "https://advisorcensus.com/firm/peak-planning-group-llc-centennial-co-289891",
      "city": "Centennial",
      "state": "CO",
      "years_registered": 9,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 318538,
      "name": "PEAK53 Partners, LP",
      "name_as_filed": "PEAK53 PARTNERS, LP",
      "url": "https://advisorcensus.com/firm/peak53-partners-lp-longmont-co-318538",
      "city": "Longmont",
      "state": "CO",
      "years_registered": 3,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 226659,
      "name": "Peakstone Wealth Management, LLC",
      "name_as_filed": "PEAKSTONE WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/peakstone-wealth-management-llc-226659",
      "city": null,
      "state": null,
      "years_registered": 11,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288905,
      "name": "Perimeter Investments",
      "name_as_filed": "PERIMETER INVESTMENTS",
      "url": "https://advisorcensus.com/firm/perimeter-investments-288905",
      "city": null,
      "state": null,
      "years_registered": 9,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "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"
  }
}
