Firms by city
Registered investment advisers in Broomfield, CO
5 SEC-registered advisers headquartered in Broomfield, listed by regulatory assets under management as reported on Form ADV.
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5 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Snow Peak Capital | Broomfield, CO | $174M |
| Cohesion Wealth Management | Broomfield, CO | $171M |
| White Hawk Wealth Management | Broomfield, CO | $131M |
| Cultivate Wealth Partners | Broomfield, CO | $125M |
| Peak Financial Management | Broomfield, CO | $109M |
- Headquarters
- Broomfield, CO
- Regulatory AUM
- $174M
- Headquarters
- Broomfield, CO
- Regulatory AUM
- $171M
- Headquarters
- Broomfield, CO
- Regulatory AUM
- $131M
- Headquarters
- Broomfield, CO
- Regulatory AUM
- $125M
- Headquarters
- Broomfield, CO
- Regulatory AUM
- $109M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Broomfield on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Colorado.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.