Firms by city
Registered investment advisers in Louisville, CO
4 SEC-registered advisers headquartered in Louisville, listed by regulatory assets under management as reported on Form ADV.
Search the full directory by firm name, city, state, CRD number or custodian.
4 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Peak Asset Management | Louisville, CO | $1.01B |
| Gainline Financial Partners | Louisville, CO | $349M |
| Varra Wealth Management | Louisville, CO | $306M |
| Toro West Capital Advisors | Louisville, CO | $246M |
- Headquarters
- Louisville, CO
- Regulatory AUM
- $1.01B
- Headquarters
- Louisville, CO
- Regulatory AUM
- $349M
- Headquarters
- Louisville, CO
- Regulatory AUM
- $306M
- Headquarters
- Louisville, CO
- Regulatory AUM
- $246M
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 Louisville 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.