{ "path": "/advisors/co", "url": "https://advisorcensus.com/advisors/co/page/8", "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": 8, "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": 112058, "name": "Empower Advisory Group, LLC", "name_as_filed": "EMPOWER ADVISORY GROUP, LLC", "url": "https://advisorcensus.com/firm/empower-advisory-group-llc-greenwood-village-co-112058", "city": "Greenwood Village", "state": "CO", "years_registered": 25, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 107272, "name": "Empower Capital Management, LLC", "name_as_filed": "EMPOWER CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/empower-capital-management-llc-greenwood-village-co-107272", "city": "Greenwood Village", "state": "CO", "years_registered": 30, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 338532, "name": "Entree Wealth LLC", "name_as_filed": "ENTREE WEALTH LLC", "url": "https://advisorcensus.com/firm/entree-wealth-llc-boulder-co-338532", "city": "Boulder", "state": "CO", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 306559, "name": "Envoy Advisory Inc.", "name_as_filed": "ENVOY ADVISORY INC.", "url": "https://advisorcensus.com/firm/envoy-advisory-inc-colorado-springs-co-306559", "city": "Colorado Springs", "state": "CO", "years_registered": 6, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 339817, "name": "EQR RWA Information Ltd", "name_as_filed": "EQR RWA INFORMATION LTD", "url": "https://advisorcensus.com/firm/eqr-rwa-information-ltd-denver-co-339817", "city": "Denver", "state": "CO", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 340452, "name": "Equal Chance Capital Ltd", "name_as_filed": "EQUAL CHANCE CAPITAL LTD", "url": "https://advisorcensus.com/firm/equal-chance-capital-ltd-denver-co-340452", "city": "Denver", "state": "CO", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 330134, "name": "Equitage Ventures, L.L.C.", "name_as_filed": "EQUITAGE VENTURES, L.L.C.", "url": "https://advisorcensus.com/firm/equitage-ventures-l-l-c-denver-co-330134", "city": "Denver", "state": "CO", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 318594, "name": "Equity Financial Management", "name_as_filed": "EQUITY FINANCIAL MANAGEMENT", "url": "https://advisorcensus.com/firm/equity-financial-management-318594", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 288670, "name": "Erli Ventures MC, LLC", "name_as_filed": "ERLI VENTURES MC, LLC", "url": "https://advisorcensus.com/firm/erli-ventures-mc-llc-erie-co-288670", "city": "Erie", "state": "CO", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 149509, "name": "Essential Investment Partners, LLC", "name_as_filed": "ESSENTIAL INVESTMENT PARTNERS, LLC", "url": "https://advisorcensus.com/firm/essential-investment-partners-llc-englewood-co-149509", "city": "Englewood", "state": "CO", "years_registered": 17, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 307658, "name": "Eudaimon Wealth Management", "name_as_filed": "EUDAIMON WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/eudaimon-wealth-management-crested-butte-co-307658", "city": "Crested Butte", "state": "CO", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 342293, "name": "Evercurrent Wealth Management", "name_as_filed": "EVERCURRENT WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/evercurrent-wealth-management-highlands-ranch-co-342293", "city": "Highlands Ranch", "state": "CO", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 150006, "name": "Evergreen Investing, LLC", "name_as_filed": "EVERGREEN INVESTING, LLC", "url": "https://advisorcensus.com/firm/evergreen-investing-llc-150006", "city": null, "state": null, "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 312090, "name": "Evergreen Legacy Management", "name_as_filed": "EVERGREEN LEGACY MANAGEMENT", "url": "https://advisorcensus.com/firm/evergreen-legacy-management-denver-co-312090", "city": "Denver", "state": "CO", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 324777, "name": "Evergreen Private Wealth", "name_as_filed": "EVERGREEN PRIVATE WEALTH", "url": "https://advisorcensus.com/firm/evergreen-private-wealth-greenwood-village-co-324777", "city": "Greenwood Village", "state": "CO", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 155966, "name": "Evergreen Wealth Advisors", "name_as_filed": "EVERGREEN WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/evergreen-wealth-advisors-durango-co-155966", "city": "Durango", "state": "CO", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 344190, "name": "Everoak Wealth Co", "name_as_filed": "EVEROAK WEALTH CO", "url": "https://advisorcensus.com/firm/everoak-wealth-co-colorado-springs-co-344190", "city": "Colorado Springs", "state": "CO", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 171501, "name": "Eves&haines Wealth Management", "name_as_filed": "EVES&HAINES WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/eves-and-haines-wealth-management-greeley-co-171501", "city": "Greeley", "state": "CO", "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 340871, "name": "Evolution Vision Wealth Management", "name_as_filed": "EVOLUTION VISION WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/evolution-vision-wealth-management-grand-junction-co-340871", "city": "Grand Junction", "state": "CO", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 142904, "name": "Excellere Partners", "name_as_filed": "EXCELLERE PARTNERS", "url": "https://advisorcensus.com/firm/excellere-partners-denver-co-142904", "city": "Denver", "state": "CO", "years_registered": 19, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 340444, "name": "Exceptional Wealth & Family Office", "name_as_filed": "EXCEPTIONAL WEALTH & FAMILY OFFICE", "url": "https://advisorcensus.com/firm/exceptional-wealth-and-family-office-colorado-springs-co-340444", "city": "Colorado Springs", "state": "CO", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 338500, "name": "Excypher Exchange Ltd", "name_as_filed": "EXCYPHER EXCHANGE LTD", "url": "https://advisorcensus.com/firm/excypher-exchange-ltd-denver-co-338500", "city": "Denver", "state": "CO", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 172725, "name": "Family Financial Solutions Group, LLC", "name_as_filed": "FAMILY FINANCIAL SOLUTIONS GROUP, LLC", "url": "https://advisorcensus.com/firm/family-financial-solutions-group-llc-durango-co-172725", "city": "Durango", "state": "CO", "years_registered": 12, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 174731, "name": "FAR View Capital Management, LLC", "name_as_filed": "FAR VIEW CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/far-view-capital-management-llc-aspen-co-174731", "city": "Aspen", "state": "CO", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 146390, "name": "FBA Wealth Management, LLC", "name_as_filed": "FBA WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/fba-wealth-management-llc-146390", "city": null, "state": null, "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 308305, "name": "FFG Retirement Counseling", "name_as_filed": "FFG RETIREMENT COUNSELING", "url": "https://advisorcensus.com/firm/ffg-retirement-counseling-centennial-co-308305", "city": "Centennial", "state": "CO", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 168408, "name": "FI401K Advisors", "name_as_filed": "FI401K ADVISORS", "url": "https://advisorcensus.com/firm/fi401k-advisors-centennial-co-168408", "city": "Centennial", "state": "CO", "years_registered": 10, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 292551, "name": "Fidelis Wealth Advisors", "name_as_filed": "FIDELIS WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/fidelis-wealth-advisors-castle-rock-co-292551", "city": "Castle Rock", "state": "CO", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 149122, "name": "Fiduciary Consulting Group", "name_as_filed": "FIDUCIARY CONSULTING GROUP", "url": "https://advisorcensus.com/firm/fiduciary-consulting-group-greenwood-village-co-149122", "city": "Greenwood Village", "state": "CO", "years_registered": 17, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 132866, "name": "Fiduciary Counsel, Inc.", "name_as_filed": "FIDUCIARY COUNSEL, INC.", "url": "https://advisorcensus.com/firm/fiduciary-counsel-inc-greenwood-village-co-132866", "city": "Greenwood Village", "state": "CO", "years_registered": 21, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 142112, "name": "Fields Asset Management LLC", "name_as_filed": "FIELDS ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/fields-asset-management-llc-142112", "city": null, "state": null, "years_registered": 19, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 306821, "name": "Fifth Horizon, LLC", "name_as_filed": "FIFTH HORIZON, LLC", "url": "https://advisorcensus.com/firm/fifth-horizon-llc-littleton-co-306821", "city": "Littleton", "state": "CO", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 140285, "name": "Financial Action, Inc.", "name_as_filed": "FINANCIAL ACTION, INC.", "url": "https://advisorcensus.com/firm/financial-action-inc-monument-co-140285", "city": "Monument", "state": "CO", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 114044, "name": "Financial Consulting Associates", "name_as_filed": "FINANCIAL CONSULTING ASSOCIATES", "url": "https://advisorcensus.com/firm/financial-consulting-associates-montrose-co-114044", "city": "Montrose", "state": "CO", "years_registered": 27, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 306786, "name": "Financial Life Journeys", "name_as_filed": "FINANCIAL LIFE JOURNEYS", "url": "https://advisorcensus.com/firm/financial-life-journeys-306786", "city": null, "state": null, "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108489, "name": "Financial Mountain Inc", "name_as_filed": "FINANCIAL MOUNTAIN INC", "url": "https://advisorcensus.com/firm/financial-mountain-inc-boulder-co-108489", "city": "Boulder", "state": "CO", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 116570, "name": "Financial Security Management, Inc", "name_as_filed": "FINANCIAL SECURITY MANAGEMENT, INC", "url": "https://advisorcensus.com/firm/financial-security-management-inc-lakewood-co-116570", "city": "Lakewood", "state": "CO", "years_registered": 11, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 121647, "name": "Financial Solution Advisors Corp.", "name_as_filed": "FINANCIAL SOLUTION ADVISORS CORP.", "url": "https://advisorcensus.com/firm/financial-solution-advisors-corp-121647", "city": null, "state": null, "years_registered": 23, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "commissions" ], "enhanced": false }, { "crd_number": 110594, "name": "Financial Steward Associates, LLC", "name_as_filed": "FINANCIAL STEWARD ASSOCIATES, LLC", "url": "https://advisorcensus.com/firm/financial-steward-associates-llc-boulder-co-110594", "city": "Boulder", "state": "CO", "years_registered": 1, "raum_band": "not_reported", 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"Basalt", "state": "CO", "years_registered": 21, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 336767, "name": "FIREX21 Capital Ltd", "name_as_filed": "FIREX21 CAPITAL LTD", "url": "https://advisorcensus.com/firm/firex21-capital-ltd-denver-co-336767", "city": "Denver", "state": "CO", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 109036, "name": "First Affirmative Financial Network LLC", "name_as_filed": "FIRST AFFIRMATIVE FINANCIAL NETWORK LLC", "url": "https://advisorcensus.com/firm/first-affirmative-financial-network-llc-colorado-springs-co-109036", "city": "Colorado Springs", "state": "CO", "years_registered": 27, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 173040, "name": "First Look Capital Management, LLC", "name_as_filed": "FIRST LOOK CAPITAL MANAGEMENT, 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"percentage_of_aum", "hourly", "subscription", "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" } }