{ "path": "/advisors/co", "url": "https://advisorcensus.com/advisors/co/page/2", "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": 2, "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": 307521, "name": "Alpha Capital Family Office, LLC", "name_as_filed": "ALPHA CAPITAL FAMILY OFFICE, LLC", "url": "https://advisorcensus.com/firm/alpha-capital-family-office-llc-greenwood-village-co-307521", "city": "Greenwood Village", "state": "CO", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 283624, "name": "Alpha Capital Management Group LLC", "name_as_filed": "ALPHA CAPITAL MANAGEMENT GROUP LLC", "url": "https://advisorcensus.com/firm/alpha-capital-management-group-llc-denver-co-283624", "city": "Denver", "state": "CO", "years_registered": 10, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 337697, "name": "Alpha Payment Ltd", "name_as_filed": "ALPHA PAYMENT LTD", "url": "https://advisorcensus.com/firm/alpha-payment-ltd-springs-co-337697", "city": "Springs", "state": "CO", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 109703, "name": "Alphamint Financial", "name_as_filed": "ALPHAMINT FINANCIAL", "url": "https://advisorcensus.com/firm/alphamint-financial-109703", "city": null, "state": null, "years_registered": 27, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "commissions" ], "enhanced": false }, { "crd_number": 151359, "name": "Alpine Capital Partners, LLC", "name_as_filed": "ALPINE CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/alpine-capital-partners-llc-niwot-co-151359", "city": "Niwot", "state": "CO", "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 342012, "name": "Alpine Crest Private Wealth LLC", "name_as_filed": "ALPINE CREST PRIVATE WEALTH LLC", "url": "https://advisorcensus.com/firm/alpine-crest-private-wealth-llc-denver-co-342012", "city": "Denver", "state": "CO", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 147393, "name": "Alpine Financial Advisers, LLC", "name_as_filed": "ALPINE FINANCIAL ADVISERS, LLC", "url": "https://advisorcensus.com/firm/alpine-financial-advisers-llc-147393", "city": null, "state": null, "years_registered": 18, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 293879, "name": "Alpine Quantitative Management, LLC", "name_as_filed": "ALPINE QUANTITATIVE MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/alpine-quantitative-management-llc-denver-co-293879", "city": "Denver", "state": "CO", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 340476, "name": "Alpine Trail Management LLC", "name_as_filed": "ALPINE TRAIL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/alpine-trail-management-llc-fort-collins-co-340476", "city": "Fort Collins", "state": "CO", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 105433, "name": "Alpine Wealth Advisors, LLC", "name_as_filed": "ALPINE WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/alpine-wealth-advisors-llc-denver-co-105433", "city": "Denver", "state": "CO", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 134340, "name": "Alps Advisors, Inc.", "name_as_filed": "ALPS ADVISORS, INC.", "url": "https://advisorcensus.com/firm/alps-advisors-inc-denver-co-134340", "city": "Denver", "state": "CO", "years_registered": 20, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 160010, "name": "Altira Group LLC", "name_as_filed": "ALTIRA GROUP LLC", "url": "https://advisorcensus.com/firm/altira-group-llc-denver-co-160010", "city": "Denver", "state": "CO", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 288529, "name": "Altitude Wealth Management, LLC", "name_as_filed": "ALTITUDE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/altitude-wealth-management-llc-denver-co-288529", "city": "Denver", "state": "CO", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 113268, "name": "Altius Financial, Inc.", "name_as_filed": "ALTIUS FINANCIAL, INC.", "url": "https://advisorcensus.com/firm/altius-financial-inc-denver-co-113268", "city": "Denver", "state": "CO", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 287848, "name": "Altus Wealth Group, LLC", "name_as_filed": "ALTUS WEALTH GROUP, LLC", "url": "https://advisorcensus.com/firm/altus-wealth-group-llc-colorado-springs-co-287848", "city": "Colorado Springs", "state": "CO", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 340855, "name": "Alumenis Capital Management GMBH Ltd", "name_as_filed": "ALUMENIS CAPITAL MANAGEMENT GMBH LTD", "url": "https://advisorcensus.com/firm/alumenis-capital-management-gmbh-ltd-denver-co-340855", "city": "Denver", "state": "CO", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 159264, "name": "Alvista Wealth Consulting, LLC", "name_as_filed": "ALVISTA WEALTH CONSULTING, LLC", "url": "https://advisorcensus.com/firm/alvista-wealth-consulting-llc-159264", "city": null, "state": null, "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 334069, "name": "AMA Financial Planning LLC", "name_as_filed": "AMA FINANCIAL PLANNING LLC", "url": "https://advisorcensus.com/firm/ama-financial-planning-llc-louisville-co-334069", "city": "Louisville", "state": "CO", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 319118, "name": "American Patriot Capital, LLC", "name_as_filed": "AMERICAN PATRIOT CAPITAL, LLC", "url": "https://advisorcensus.com/firm/american-patriot-capital-llc-breckenridge-co-319118", "city": "Breckenridge", "state": "CO", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 340056, "name": "Ancora Holdings, Inc", "name_as_filed": "ANCORA HOLDINGS, INC", "url": "https://advisorcensus.com/firm/ancora-holdings-inc-lakewood-co-340056", "city": "Lakewood", "state": "CO", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 284226, "name": "Angelmd Advisors LLC", "name_as_filed": "ANGELMD ADVISORS LLC", "url": "https://advisorcensus.com/firm/angelmd-advisors-llc-denver-co-284226", "city": "Denver", "state": "CO", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 289904, "name": "Angelmd Catalyst Advisors, LLC", "name_as_filed": "ANGELMD CATALYST ADVISORS, LLC", "url": "https://advisorcensus.com/firm/angelmd-catalyst-advisors-llc-denver-co-289904", "city": "Denver", "state": "CO", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 335556, "name": "Anthropy Partners Management Company, LLC", "name_as_filed": "ANTHROPY PARTNERS MANAGEMENT COMPANY, LLC", "url": "https://advisorcensus.com/firm/anthropy-partners-management-company-llc-greenwood-village-co-335556", "city": "Greenwood Village", "state": "CO", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 145703, "name": "Antunes International Investment Management", "name_as_filed": "ANTUNES INTERNATIONAL INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/antunes-international-investment-management-glenwood-springs-co-145703", "city": "Glenwood Springs", "state": "CO", "years_registered": 18, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 296109, "name": "Apache Bridge LLC", "name_as_filed": "APACHE BRIDGE LLC", "url": "https://advisorcensus.com/firm/apache-bridge-llc-greenwood-village-co-296109", "city": "Greenwood Village", "state": "CO", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 307188, "name": "Apex Capital Management Ltd.", "name_as_filed": "APEX CAPITAL MANAGEMENT LTD.", "url": "https://advisorcensus.com/firm/apex-capital-management-ltd-denver-co-307188", "city": "Denver", "state": "CO", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 342652, "name": "Apex Financial Ltd", "name_as_filed": "APEX FINANCIAL LTD", "url": "https://advisorcensus.com/firm/apex-financial-ltd-thornton-co-342652", "city": "Thornton", "state": "CO", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 338468, "name": "Apexes Management Ltd", "name_as_filed": "APEXES MANAGEMENT LTD", "url": "https://advisorcensus.com/firm/apexes-management-ltd-denver-co-338468", "city": "Denver", "state": "CO", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 340985, "name": "Apexium Securities Ltd", "name_as_filed": "APEXIUM SECURITIES LTD", "url": "https://advisorcensus.com/firm/apexium-securities-ltd-parker-co-340985", "city": "Parker", "state": "CO", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 166374, "name": "Aphelion Capital, LLC", "name_as_filed": "APHELION CAPITAL, LLC", "url": "https://advisorcensus.com/firm/aphelion-capital-llc-littleton-co-166374", "city": "Littleton", "state": "CO", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 297647, "name": "APO Financial Services, LLC", "name_as_filed": "APO FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/apo-financial-services-llc-westminster-co-297647", "city": "Westminster", "state": "CO", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 339159, "name": "AQI", "name_as_filed": "AQI", "url": "https://advisorcensus.com/firm/aqi-lone-tree-co-339159", "city": "Lone Tree", "state": "CO", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 343244, "name": "Arborfire Capital Inc.", "name_as_filed": "ARBORFIRE CAPITAL INC.", "url": "https://advisorcensus.com/firm/arborfire-capital-inc-denver-co-343244", "city": "Denver", "state": "CO", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 316903, "name": "Ardent Investors, LLC", "name_as_filed": "ARDENT INVESTORS, LLC", "url": "https://advisorcensus.com/firm/ardent-investors-llc-316903", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 153530, "name": "Arkenstone Financial, LLC", "name_as_filed": "ARKENSTONE FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/arkenstone-financial-llc-monument-co-153530", "city": "Monument", "state": "CO", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 329744, "name": "Armada Venture Partners LLC", "name_as_filed": "ARMADA VENTURE PARTNERS LLC", "url": "https://advisorcensus.com/firm/armada-venture-partners-llc-denver-co-329744", "city": "Denver", "state": "CO", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 316634, "name": "Arroit Services Inc", "name_as_filed": "ARROIT SERVICES INC", "url": "https://advisorcensus.com/firm/arroit-services-inc-316634", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 307161, "name": "Arrowmark Asset Management, LLC", "name_as_filed": "ARROWMARK ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/arrowmark-asset-management-llc-denver-co-307161", "city": "Denver", "state": "CO", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 149120, "name": "Arrowmark Colorado Holdings, LLC", "name_as_filed": "ARROWMARK COLORADO HOLDINGS, LLC", "url": "https://advisorcensus.com/firm/arrowmark-colorado-holdings-llc-denver-co-149120", "city": "Denver", "state": "CO", "years_registered": 17, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 319443, "name": "Artesian Investments Management, Inc.", "name_as_filed": "ARTESIAN INVESTMENTS MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/artesian-investments-management-inc-golden-co-319443", "city": "Golden", "state": "CO", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 315902, "name": "Artificial Alpha Investments", "name_as_filed": "ARTIFICIAL ALPHA INVESTMENTS", "url": "https://advisorcensus.com/firm/artificial-alpha-investments-315902", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 334750, "name": "Ascend Private Wealth Management", "name_as_filed": "ASCEND PRIVATE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/ascend-private-wealth-management-334750", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 142583, "name": "Ascendance Wealth", "name_as_filed": "ASCENDANCE WEALTH", "url": "https://advisorcensus.com/firm/ascendance-wealth-142583", "city": null, "state": null, "years_registered": 18, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 134033, "name": "Ascension Financial", "name_as_filed": "ASCENSION FINANCIAL", "url": "https://advisorcensus.com/firm/ascension-financial-fort-collins-co-134033", "city": "Fort Collins", "state": "CO", "years_registered": 21, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 154814, "name": "Ascentris", "name_as_filed": "ASCENTRIS", "url": "https://advisorcensus.com/firm/ascentris-denver-co-154814", "city": "Denver", "state": "CO", "years_registered": 15, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 337843, "name": "ASK Dolly", "name_as_filed": "ASK DOLLY", "url": "https://advisorcensus.com/firm/ask-dolly-denver-co-337843", "city": "Denver", "state": "CO", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "subscription" ], "enhanced": false }, { "crd_number": 167258, "name": "Aspen Financial Solutions, LLC", 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158166, "name": "Aspen Grove Capital, LLC", "name_as_filed": "ASPEN GROVE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/aspen-grove-capital-llc-avon-co-158166", "city": "Avon", "state": "CO", "years_registered": 13, "raum_band": "over_5b", "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" } }