Firms by city
Registered investment advisers in Colorado Springs, CO
24 SEC-registered advisers headquartered in Colorado Springs, listed by regulatory assets under management as reported on Form ADV.
Search the full directory by firm name, city, state, CRD number or custodian.
24 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Summit Wealth Group | Colorado Springs, CO | $2.31B |
| Corundum Group | Colorado Springs, CO | $1.69B |
| Bruni J V & Co | Colorado Springs, CO | $1.1B |
| First Affirmative Financial Network | Colorado Springs, CO | $905M |
| Ramsay Stattman Vela & Price | Colorado Springs, CO | $779M |
| Seamount Financial Group | Colorado Springs, CO | $745M |
| Altus Wealth Group | Colorado Springs, CO | $620M |
| Envoy Advisory | Colorado Springs, CO | $615M |
| Intergy Private Wealth | Colorado Springs, CO | $603M |
| One Bow River Advisers | Colorado Springs, CO | $526M |
| Petra Financial Advisors | Colorado Springs, CO | $447M |
| Cascade Investment Group | Colorado Springs, CO | $420M |
| Ec Ventures V | Colorado Springs, CO | $292M |
| Peak Investment Advisors | Colorado Springs, CO | $235M |
| Bonfire Financial | Colorado Springs, CO | $234M |
| Bauer Wealth Management | Colorado Springs, CO | $206M |
| Accelerated Wealth Advisors | Colorado Springs, CO | $180M |
| Intentional Wealth Strategies | Colorado Springs, CO | $171M |
| PlanWiser Financial | Colorado Springs, CO | $169M |
| Season Investments | Colorado Springs, CO | $160M |
- Headquarters
- Colorado Springs, CO
- Regulatory AUM
- $2.31B
- Headquarters
- Colorado Springs, CO
- Regulatory AUM
- $1.69B
- Headquarters
- Colorado Springs, CO
- Regulatory AUM
- $1.1B
- Headquarters
- Colorado Springs, CO
- Regulatory AUM
- $905M
- Headquarters
- Colorado Springs, CO
- Regulatory AUM
- $779M
- Headquarters
- Colorado Springs, CO
- Regulatory AUM
- $745M
- Headquarters
- Colorado Springs, CO
- Regulatory AUM
- $620M
- Headquarters
- Colorado Springs, CO
- Regulatory AUM
- $615M
- Headquarters
- Colorado Springs, CO
- Regulatory AUM
- $603M
- Headquarters
- Colorado Springs, CO
- Regulatory AUM
- $526M
- Headquarters
- Colorado Springs, CO
- Regulatory AUM
- $447M
- Headquarters
- Colorado Springs, CO
- Regulatory AUM
- $420M
- Headquarters
- Colorado Springs, CO
- Regulatory AUM
- $292M
- Headquarters
- Colorado Springs, CO
- Regulatory AUM
- $235M
- Headquarters
- Colorado Springs, CO
- Regulatory AUM
- $234M
- Headquarters
- Colorado Springs, CO
- Regulatory AUM
- $206M
- Headquarters
- Colorado Springs, CO
- Regulatory AUM
- $180M
- Headquarters
- Colorado Springs, CO
- Regulatory AUM
- $171M
- Headquarters
- Colorado Springs, CO
- Regulatory AUM
- $169M
- Headquarters
- Colorado Springs, CO
- Regulatory AUM
- $160M
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 Colorado Springs 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.