Top 4 financial advisor firms in Broomfield

4 SEC-registered financial advisor firms are headquartered in Broomfield, CO, with $537M in combined regulatory assets under management. The largest by assets are Cohesion Wealth Management ($171M), White Hawk Wealth Management ($131M) and Cultivate Wealth Partners ($125M).

4
Financial advisor firms: $537M
Their combined AUM: $128M
Median firm AUM: 789
Clients of the top 4

The 4 largest by assets

1
Cohesion Wealth Management
RIA
$171M
Regulatory AUM
2
White Hawk Wealth Management
RIA
$131M
0.47% to 1.40% a year
3
Cultivate Wealth Partners
RIA
$125M
0.50% to 1.00% a year
4
Peak Financial Management
RIA
$109M
Regulatory AUM

Profiles of the top 4

No. 1 · RIA

Cohesion Wealth Management

Cohesion Wealth Management is an investment adviser based in Broomfield, CO, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $171 million, as filed on 18 September 2026.

Regulatory AUM: $171M
Clients: 395
Advisory staff: 3
Custodians: Charles Schwab
Headquarters: 380 Interlocken Crescent, Suite 260, Broomfield, CO 80021
Phone: 303-442-3670
Website: cohesionwm.com

No. 2 · RIA

White Hawk Wealth Management

White Hawk Wealth Management is an investment adviser based in Broomfield, CO, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $131 million, as filed on 6 August 2026.

White Hawk Wealth Management charges 0.47%–1.40% a year for its Wealth Management Fees.

Regulatory AUM: $131M
Clients: 153
Advisory staff: 2
Fee schedule: 0.47% to 1.40% a year
Custodians: Charles Schwab
Headquarters: 340 E. 1st Avenue, Suite 310, Broomfield, CO 80020
Phone: 303-800-0620
Website: whitehawkwealth.com

No. 3 · RIA

Cultivate Wealth Partners

Cultivate Wealth Partners is an investment adviser based in Broomfield, CO, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $125 million, as filed on 28 August 2026.

Cultivate Wealth Partners charges 0.50%–1.00% a year for its Portfolio Management Fees.

Regulatory AUM: $125M
Clients: 85
Advisory staff: 1
Fee schedule: 0.50% to 1.00% a year
Custodians: SEI Investments Management
Headquarters: 390 Interlocken Crescent, Suite 350, Broomfield, CO 80021
Phone: 720-961-2805
Website: cultivatewealthpartners.com

No. 4 · RIA

Peak Financial Management

Peak Financial Management is an investment adviser based in Broomfield, CO, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $109 million, as filed on 13 February 2026.

Regulatory AUM: $109M
Clients: 156
Advisory staff: 2
Custodians: Fidelity
Headquarters: 10901 W. 120th Avenue, Suite 135, Broomfield, CO 80021
Phone: 303-255-2252
Website: peakfinancialmanagement.com

Questions about financial advisors in Broomfield

How many financial advisor firms are headquartered in Broomfield?

4 SEC-registered financial advisor firms report their principal office in Broomfield, CO, managing $537M in regulatory assets between them. The other 1 adviser headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Broomfield?

Cohesion Wealth Management, with $171M in regulatory assets under management on its latest Form ADV. The next largest are White Hawk Wealth Management ($131M) and Cultivate Wealth Partners ($125M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Broomfield?

The median firm manages $128M in regulatory assets. That is the midpoint of the 4 firms headquartered in Broomfield.

Source: Form ADV Part 1A, Item 5.F

How can I check a financial advisor's record in Broomfield?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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