{ "path": "/advisors/co", "url": "https://advisorcensus.com/advisors/co/page/24", "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": 24, "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": 172002, "name": "Wealth Watch Advisors, Inc", "name_as_filed": "WEALTH WATCH ADVISORS, INC", "url": "https://advisorcensus.com/firm/wealth-watch-advisors-inc-englewood-co-172002", "city": "Englewood", "state": "CO", "years_registered": 11, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 173306, "name": "Wealthbuilders Investments", "name_as_filed": "WEALTHBUILDERS INVESTMENTS", "url": "https://advisorcensus.com/firm/wealthbuilders-investments-greenwood-village-co-173306", "city": "Greenwood Village", "state": "CO", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions", "performance_based" ], "enhanced": false }, { "crd_number": 324498, "name": "Wealtheq", "name_as_filed": "WEALTHEQ", "url": "https://advisorcensus.com/firm/wealtheq-erie-co-324498", "city": "Erie", "state": "CO", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 339358, "name": "Wealthinfra Inc", "name_as_filed": "WEALTHINFRA INC", "url": "https://advisorcensus.com/firm/wealthinfra-inc-denver-co-339358", "city": "Denver", "state": "CO", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 342943, "name": "Wealthorama Inc", "name_as_filed": "WEALTHORAMA INC", "url": "https://advisorcensus.com/firm/wealthorama-inc-denver-co-342943", "city": "Denver", "state": "CO", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 340853, "name": "Weatherbie Advisors Ltd.", "name_as_filed": "WEATHERBIE ADVISORS LTD.", "url": "https://advisorcensus.com/firm/weatherbie-advisors-ltd-denver-co-340853", "city": "Denver", "state": "CO", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 328430, "name": "Weave Fund Management LLC", "name_as_filed": "WEAVE FUND MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/weave-fund-management-llc-denver-co-328430", "city": "Denver", "state": "CO", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 340059, "name": "WEB3 University", "name_as_filed": "WEB3 UNIVERSITY", "url": "https://advisorcensus.com/firm/web3-university-colorado-springs-co-340059", "city": "Colorado Springs", "state": "CO", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 340118, "name": "Webbridge Global Foundation", "name_as_filed": "WEBBRIDGE GLOBAL FOUNDATION", "url": "https://advisorcensus.com/firm/webbridge-global-foundation-denver-co-340118", "city": "Denver", "state": "CO", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 344027, "name": "Webull EX Inc", "name_as_filed": "WEBULL EX INC", "url": "https://advisorcensus.com/firm/webull-ex-inc-denver-co-344027", "city": "Denver", "state": "CO", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 329418, "name": "Welch Financial Planning, LLC", "name_as_filed": "WELCH FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/welch-financial-planning-llc-boulder-co-329418", "city": "Boulder", "state": "CO", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 234791, "name": "West End Wealth Management, LLC", "name_as_filed": "WEST END WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/west-end-wealth-management-llc-denver-co-234791", "city": "Denver", "state": "CO", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 343984, "name": "West Highland Advisors", "name_as_filed": "WEST HIGHLAND ADVISORS", "url": "https://advisorcensus.com/firm/west-highland-advisors-343984", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 283545, "name": "Western Wealth Management LLC", "name_as_filed": "WESTERN WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/western-wealth-management-llc-golden-co-283545", "city": "Golden", "state": "CO", "years_registered": 10, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 282860, "name": "Whipplewood Advisors, LLC", "name_as_filed": "WHIPPLEWOOD ADVISORS, LLC", "url": "https://advisorcensus.com/firm/whipplewood-advisors-llc-littleton-co-282860", "city": "Littleton", "state": "CO", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 341034, "name": "White Hawk Wealth Management", "name_as_filed": "WHITE HAWK WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/white-hawk-wealth-management-broomfield-co-341034", "city": "Broomfield", "state": "CO", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 119728, "name": "White Peaks Asset Management, LLC", "name_as_filed": "WHITE PEAKS ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/white-peaks-asset-management-llc-119728", "city": null, "state": null, "years_registered": 24, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 135433, "name": "Whitmore Financial Planning", "name_as_filed": "WHITMORE FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/whitmore-financial-planning-creede-co-135433", "city": "Creede", "state": "CO", "years_registered": 21, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 164931, "name": "William Palmer Associates, LLC", "name_as_filed": "WILLIAM PALMER ASSOCIATES, LLC", "url": "https://advisorcensus.com/firm/william-palmer-associates-llc-164931", "city": null, "state": null, "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 112460, "name": "William Wolcott Hall Investment Adviser", "name_as_filed": "WILLIAM WOLCOTT HALL INVESTMENT ADVISER", "url": "https://advisorcensus.com/firm/william-wolcott-hall-investment-adviser-112460", "city": null, "state": null, "years_registered": 27, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 35307, "name": "Windham Financial Services, Inc.", "name_as_filed": "WINDHAM FINANCIAL SERVICES, INC.", "url": "https://advisorcensus.com/firm/windham-financial-services-inc-steamboat-springs-co-35307", "city": "Steamboat Springs", "state": "CO", "years_registered": 31, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 289035, "name": "Winding Trail Financial Planning, LLC", "name_as_filed": "WINDING TRAIL FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/winding-trail-financial-planning-llc-lafayette-co-289035", "city": "Lafayette", "state": "CO", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 331822, "name": "Windmiller", "name_as_filed": "WINDMILLER", "url": "https://advisorcensus.com/firm/windmiller-littleton-co-331822", "city": "Littleton", "state": "CO", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 340075, "name": "Wingspan Advisors. LLC", "name_as_filed": "WINGSPAN ADVISORS. LLC", "url": "https://advisorcensus.com/firm/wingspan-advisors-llc-denver-co-340075", "city": "Denver", "state": "CO", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 114358, "name": "Winvest Investments L.P.", "name_as_filed": "WINVEST INVESTMENTS L.P.", "url": "https://advisorcensus.com/firm/winvest-investments-l-p-montrose-co-114358", "city": "Montrose", "state": "CO", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 170230, "name": "Wisdom Wealth Strategies", "name_as_filed": "WISDOM WEALTH STRATEGIES", "url": "https://advisorcensus.com/firm/wisdom-wealth-strategies-greenwood-village-co-170230", "city": "Greenwood Village", "state": "CO", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 336400, "name": "Wmagibit Ltd", "name_as_filed": "WMAGIBIT LTD", "url": "https://advisorcensus.com/firm/wmagibit-ltd-denver-co-336400", "city": "Denver", "state": "CO", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 333701, "name": "Wolf & Raven Private Wealth", "name_as_filed": "WOLF & RAVEN PRIVATE WEALTH", "url": "https://advisorcensus.com/firm/wolf-and-raven-private-wealth-333701", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 135756, "name": "Wolff Financial Advisors, LLC", "name_as_filed": "WOLFF FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/wolff-financial-advisors-llc-broomfield-co-135756", "city": "Broomfield", "state": "CO", "years_registered": 20, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 301719, "name": "Wolfpack Wealth Management", "name_as_filed": "WOLFPACK WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/wolfpack-wealth-management-denver-co-301719", "city": "Denver", "state": "CO", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 143980, "name": "Woodbourne Capital Management International LP", "name_as_filed": "WOODBOURNE CAPITAL MANAGEMENT INTERNATIONAL LP", "url": "https://advisorcensus.com/firm/woodbourne-capital-management-international-lp-boulder-co-143980", "city": "Boulder", "state": "CO", "years_registered": 19, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 338779, "name": "Woolly Mammoth, LLC", "name_as_filed": "WOOLLY MAMMOTH, LLC", "url": "https://advisorcensus.com/firm/woolly-mammoth-llc-338779", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 135941, "name": "World Capital Advisors, LLC", "name_as_filed": "WORLD CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/world-capital-advisors-llc-denver-co-135941", "city": "Denver", "state": "CO", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 305869, "name": "Worth Street Advisors, LLC", "name_as_filed": "WORTH STREET ADVISORS, LLC", "url": "https://advisorcensus.com/firm/worth-street-advisors-llc-greenwood-village-co-305869", "city": "Greenwood Village", "state": "CO", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 150018, "name": "Wynkoop LLC", "name_as_filed": "WYNKOOP LLC", "url": "https://advisorcensus.com/firm/wynkoop-llc-greenwood-village-co-150018", "city": "Greenwood Village", "state": "CO", "years_registered": 8, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 340263, "name": "Xcountry Financial", "name_as_filed": "XCOUNTRY FINANCIAL", "url": "https://advisorcensus.com/firm/xcountry-financial-broomfield-co-340263", "city": "Broomfield", "state": "CO", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 338425, "name": "Yeti Wealth Management Group, LLC", "name_as_filed": "YETI WEALTH MANAGEMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/yeti-wealth-management-group-llc-highlands-ranch-co-338425", "city": "Highlands Ranch", "state": "CO", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 335900, "name": "YK Global Securities Limited", "name_as_filed": "YK GLOBAL SECURITIES LIMITED", "url": "https://advisorcensus.com/firm/yk-global-securities-limited-denver-co-335900", "city": "Denver", "state": "CO", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 339453, "name": "Young Wealth Partners", "name_as_filed": "YOUNG WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/young-wealth-partners-lafayette-co-339453", "city": "Lafayette", "state": "CO", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 150149, "name": "Zeit Capital Advisors", "name_as_filed": "ZEIT CAPITAL ADVISORS", "url": "https://advisorcensus.com/firm/zeit-capital-advisors-greenwood-village-co-150149", "city": "Greenwood Village", "state": "CO", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 340025, "name": "Zentalis Investment Management LLC", "name_as_filed": "ZENTALIS INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/zentalis-investment-management-llc-denver-co-340025", "city": "Denver", "state": "CO", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 342989, "name": "Zentis Capital Management", "name_as_filed": "ZENTIS CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/zentis-capital-management-denver-co-342989", "city": "Denver", "state": "CO", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 338564, "name": "Zenvio Inc", "name_as_filed": "ZENVIO INC", "url": "https://advisorcensus.com/firm/zenvio-inc-denver-co-338564", "city": "Denver", "state": "CO", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 333528, "name": "Zestiny Wealth", "name_as_filed": "ZESTINY WEALTH", "url": 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"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" } }