{
  "path": "/advisors/co",
  "url": "https://advisorcensus.com/advisors/co/page/21",
  "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": 21,
  "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": 329875,
      "name": "Stormbreaker Venture Group, Inc.",
      "name_as_filed": "STORMBREAKER VENTURE GROUP, INC.",
      "url": "https://advisorcensus.com/firm/stormbreaker-venture-group-inc-arvada-co-329875",
      "city": "Arvada",
      "state": "CO",
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 300651,
      "name": "STORY3 Capital Partners, LLC",
      "name_as_filed": "STORY3 CAPITAL PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/story3-capital-partners-llc-denver-co-300651",
      "city": "Denver",
      "state": "CO",
      "years_registered": 5,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342661,
      "name": "Straiton Capital Ltd",
      "name_as_filed": "STRAITON CAPITAL LTD",
      "url": "https://advisorcensus.com/firm/straiton-capital-ltd-denver-co-342661",
      "city": "Denver",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 156670,
      "name": "Strategic Wealth Partners, LLC",
      "name_as_filed": "STRATEGIC WEALTH PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/strategic-wealth-partners-llc-156670",
      "city": null,
      "state": null,
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 339078,
      "name": "Stride Tax and Wealth Advisors, LLC",
      "name_as_filed": "STRIDE TAX AND WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/stride-tax-and-wealth-advisors-llc-339078",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 341923,
      "name": "Strong Mountains Financial Planning",
      "name_as_filed": "STRONG MOUNTAINS FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/strong-mountains-financial-planning-341923",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331659,
      "name": "Stronghaven Capital LLC",
      "name_as_filed": "STRONGHAVEN CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/stronghaven-capital-llc-denver-co-331659",
      "city": "Denver",
      "state": "CO",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 300781,
      "name": "Stubbs Investments, LLC",
      "name_as_filed": "STUBBS INVESTMENTS, LLC",
      "url": "https://advisorcensus.com/firm/stubbs-investments-llc-300781",
      "city": null,
      "state": null,
      "years_registered": 7,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334206,
      "name": "Suarum Investment Management, LLC",
      "name_as_filed": "SUARUM INVESTMENT MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/suarum-investment-management-llc-334206",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 165766,
      "name": "Sugden Wealth Management, LLC",
      "name_as_filed": "SUGDEN WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/sugden-wealth-management-llc-denver-co-165766",
      "city": "Denver",
      "state": "CO",
      "years_registered": 13,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106570,
      "name": "Sullivan & Associates",
      "name_as_filed": "SULLIVAN & ASSOCIATES",
      "url": "https://advisorcensus.com/firm/sullivan-and-associates-colorado-springs-co-106570",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 14,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 145349,
      "name": "Sullivan Financial Planning, LLC",
      "name_as_filed": "SULLIVAN FINANCIAL PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/sullivan-financial-planning-llc-145349",
      "city": null,
      "state": null,
      "years_registered": 18,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297254,
      "name": "Summers Value Partners LLC",
      "name_as_filed": "SUMMERS VALUE PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/summers-value-partners-llc-denver-co-297254",
      "city": "Denver",
      "state": "CO",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 339334,
      "name": "Summit Breeze Haven Exchange Ltd",
      "name_as_filed": "SUMMIT BREEZE HAVEN EXCHANGE LTD",
      "url": "https://advisorcensus.com/firm/summit-breeze-haven-exchange-ltd-denver-co-339334",
      "city": "Denver",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 338043,
      "name": "Summit Equity Partners Ltd.",
      "name_as_filed": "SUMMIT EQUITY PARTNERS LTD.",
      "url": "https://advisorcensus.com/firm/summit-equity-partners-ltd-centennial-co-338043",
      "city": "Centennial",
      "state": "CO",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 296740,
      "name": "Summit Hill Wealth Management, LLC",
      "name_as_filed": "SUMMIT HILL WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/summit-hill-wealth-management-llc-greenwood-village-co-296740",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 306552,
      "name": "Summit View Capital Advisors",
      "name_as_filed": "SUMMIT VIEW CAPITAL ADVISORS",
      "url": "https://advisorcensus.com/firm/summit-view-capital-advisors-306552",
      "city": null,
      "state": null,
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 335242,
      "name": "Summit Wealth Group",
      "name_as_filed": "SUMMIT WEALTH GROUP",
      "url": "https://advisorcensus.com/firm/summit-wealth-group-colorado-springs-co-335242",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 1,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 326154,
      "name": "Summit Wealth Management",
      "name_as_filed": "SUMMIT WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/summit-wealth-management-326154",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 332976,
      "name": "Summit Wealth Strategies",
      "name_as_filed": "SUMMIT WEALTH STRATEGIES",
      "url": "https://advisorcensus.com/firm/summit-wealth-strategies-denver-co-332976",
      "city": "Denver",
      "state": "CO",
      "years_registered": 2,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 336856,
      "name": "Summitpoint Capital Management",
      "name_as_filed": "SUMMITPOINT CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/summitpoint-capital-management-littleton-co-336856",
      "city": "Littleton",
      "state": "CO",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338092,
      "name": "Summitwest Management Ltd",
      "name_as_filed": "SUMMITWEST MANAGEMENT LTD",
      "url": "https://advisorcensus.com/firm/summitwest-management-ltd-denver-co-338092",
      "city": "Denver",
      "state": "CO",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 315251,
      "name": "Sunlight Peaks Financial Partners, LLC",
      "name_as_filed": "SUNLIGHT PEAKS FINANCIAL PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/sunlight-peaks-financial-partners-llc-glenwood-springs-co-315251",
      "city": "Glenwood Springs",
      "state": "CO",
      "years_registered": 3,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323611,
      "name": "Sustainable Wealth Strategies, LLC",
      "name_as_filed": "SUSTAINABLE WEALTH STRATEGIES, LLC",
      "url": "https://advisorcensus.com/firm/sustainable-wealth-strategies-llc-colorado-springs-co-323611",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 3,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289857,
      "name": "SW Investment Management LLC",
      "name_as_filed": "SW INVESTMENT MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/sw-investment-management-llc-telluride-co-289857",
      "city": "Telluride",
      "state": "CO",
      "years_registered": 5,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 309033,
      "name": "Swales Financial LLC",
      "name_as_filed": "SWALES FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/swales-financial-llc-309033",
      "city": null,
      "state": null,
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 164280,
      "name": "Swan Capital Management, LLC",
      "name_as_filed": "SWAN CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/swan-capital-management-llc-durango-co-164280",
      "city": "Durango",
      "state": "CO",
      "years_registered": 14,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 114669,
      "name": "Swan Global Investments, LLC",
      "name_as_filed": "SWAN GLOBAL INVESTMENTS, LLC",
      "url": "https://advisorcensus.com/firm/swan-global-investments-llc-durango-co-114669",
      "city": "Durango",
      "state": "CO",
      "years_registered": 16,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 292755,
      "name": "Swan Wealth Advisors, LLC",
      "name_as_filed": "SWAN WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/swan-wealth-advisors-llc-durango-co-292755",
      "city": "Durango",
      "state": "CO",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 317749,
      "name": "Sweater Industries LLC",
      "name_as_filed": "SWEATER INDUSTRIES LLC",
      "url": "https://advisorcensus.com/firm/sweater-industries-llc-boulder-co-317749",
      "city": "Boulder",
      "state": "CO",
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334117,
      "name": "Synergy Capital",
      "name_as_filed": "SYNERGY CAPITAL",
      "url": "https://advisorcensus.com/firm/synergy-capital-fort-collins-co-334117",
      "city": "Fort Collins",
      "state": "CO",
      "years_registered": 1,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 305287,
      "name": "Synergy Financial Partners, LLC",
      "name_as_filed": "SYNERGY FINANCIAL PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/synergy-financial-partners-llc-denver-co-305287",
      "city": "Denver",
      "state": "CO",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337844,
      "name": "Syno Infinity Ltd",
      "name_as_filed": "SYNO INFINITY LTD",
      "url": "https://advisorcensus.com/firm/syno-infinity-ltd-denver-co-337844",
      "city": "Denver",
      "state": "CO",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 326687,
      "name": "Systematic Wealth Management, Inc.",
      "name_as_filed": "SYSTEMATIC WEALTH MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/systematic-wealth-management-inc-glenwood-springs-co-326687",
      "city": "Glenwood Springs",
      "state": "CO",
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 107248,
      "name": "Tafoya Barrett and Associates PC",
      "name_as_filed": "TAFOYA BARRETT AND ASSOCIATES PC",
      "url": "https://advisorcensus.com/firm/tafoya-barrett-and-associates-pc-durango-co-107248",
      "city": "Durango",
      "state": "CO",
      "years_registered": 27,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337265,
      "name": "Tailored Tax and Wealth",
      "name_as_filed": "TAILORED TAX AND WEALTH",
      "url": "https://advisorcensus.com/firm/tailored-tax-and-wealth-parker-co-337265",
      "city": "Parker",
      "state": "CO",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 292565,
      "name": "Tandem Financial, LLC",
      "name_as_filed": "TANDEM FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/tandem-financial-llc-greenwood-village-co-292565",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 5,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 311127,
      "name": "Tangent Financial",
      "name_as_filed": "TANGENT FINANCIAL",
      "url": "https://advisorcensus.com/firm/tangent-financial-311127",
      "city": null,
      "state": null,
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 154749,
      "name": "Tara Nolan Advisory Services, Ltd",
      "name_as_filed": "TARA NOLAN ADVISORY SERVICES, LTD",
      "url": "https://advisorcensus.com/firm/tara-nolan-advisory-services-ltd-peyton-co-154749",
      "city": "Peyton",
      "state": "CO",
      "years_registered": 15,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282131,
      "name": "Targeted Wealth Solutions",
      "name_as_filed": "TARGETED WEALTH SOLUTIONS",
      "url": "https://advisorcensus.com/firm/targeted-wealth-solutions-colorado-springs-co-282131",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 10,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323416,
      "name": "Taylors Financial",
      "name_as_filed": "TAYLORS FINANCIAL",
      "url": "https://advisorcensus.com/firm/taylors-financial-fort-collins-co-323416",
      "city": "Fort Collins",
      "state": "CO",
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297195,
      "name": "Ten Talents Financial Planning LLC",
      "name_as_filed": "TEN TALENTS FINANCIAL PLANNING LLC",
      "url": "https://advisorcensus.com/firm/ten-talents-financial-planning-llc-parker-co-297195",
      "city": "Parker",
      "state": "CO",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 306162,
      "name": "Tenzing Capital Group LLC",
      "name_as_filed": "TENZING CAPITAL GROUP LLC",
      "url": "https://advisorcensus.com/firm/tenzing-capital-group-llc-denver-co-306162",
      "city": "Denver",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 330500,
      "name": "Terranorth Investment Management LLC",
      "name_as_filed": "TERRANORTH INVESTMENT MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/terranorth-investment-management-llc-330500",
      "city": null,
      "state": null,
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338846,
      "name": "Teslaex Global Inc",
      "name_as_filed": "TESLAEX GLOBAL INC",
      "url": "https://advisorcensus.com/firm/teslaex-global-inc-denver-co-338846",
      "city": "Denver",
      "state": "CO",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 108889,
      "name": "The Cook Company, LLC",
      "name_as_filed": "THE COOK COMPANY, LLC",
      "url": "https://advisorcensus.com/firm/the-cook-company-llc-greenwood-village-co-108889",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 27,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 321135,
      "name": "The Horst Group, LLC",
      "name_as_filed": "THE HORST GROUP, LLC",
      "url": "https://advisorcensus.com/firm/the-horst-group-llc-denver-co-321135",
      "city": "Denver",
      "state": "CO",
      "years_registered": 3,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 127207,
      "name": "The Institute",
      "name_as_filed": "THE INSTITUTE",
      "url": "https://advisorcensus.com/firm/the-institute-denver-co-127207",
      "city": "Denver",
      "state": "CO",
      "years_registered": 19,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 311142,
      "name": "The Millstone Evans Group, LLC",
      "name_as_filed": "THE MILLSTONE EVANS GROUP, LLC",
      "url": "https://advisorcensus.com/firm/the-millstone-evans-group-llc-boulder-co-311142",
      "city": "Boulder",
      "state": "CO",
      "years_registered": 5,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 326556,
      "name": "The Planners Inc.",
      "name_as_filed": "THE PLANNERS INC.",
      "url": "https://advisorcensus.com/firm/the-planners-inc-fort-collins-co-326556",
      "city": "Fort Collins",
      "state": "CO",
      "years_registered": 3,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "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"
  }
}
