Top 10 financial advisor firms in Colorado Springs

22 SEC-registered financial advisor firms are headquartered in Colorado Springs, CO, with $10.7B in combined regulatory assets under management. The largest by assets are Summit Wealth Group ($2.31B), Bruni J V & Co ($1.1B) and First Affirmative Financial Network ($905M).

22
Financial advisor firms: $10.7B
Their combined AUM: $263M
Median firm AUM: 11,116
Clients of the top 10

The 10 largest by assets

1
Summit Wealth Group
RIA
$2.31B
Regulatory AUM
2
Bruni J V & Co
RIA
$1.1B
0.50% to 1.25% a year
3
First Affirmative Financial Network
RIA
$905M
Regulatory AUM
4
Ramsay Stattman Vela & Price
RIA
$779M
0.70% to 1.25% a year
5
Seamount Financial Group
RIA
$745M
Up to 1.25% a year
6
Altus Wealth Group
RIA
$620M
Up to 2.00% a year
7
Envoy Advisory
RIA
$615M
Regulatory AUM
8
Intergy Private Wealth
RIA
$603M
Up to 1.25% a year
9
Petra Financial Advisors
RIA
$447M
0.40% to 2.00%
10
Cascade Investment Group
RIA
$420M
1.50% to 2.50% a year

Profiles of the top 10

No. 1 · RIA

Summit Wealth Group

Summit Wealth Group is an investment adviser based in Colorado Springs, CO, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $2.31 billion, as filed on 14 July 2026.

Regulatory AUM: $2.31B
Clients: 3,117
Advisory staff: 29
Founded: 2025
Custodians: SEI Investments Management
Headquarters: 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921
Phone: 719-633-4033
Website: summitwealthgroup.com

No. 2 · RIA

Bruni J V & Co

Bruni J V & Co is an investment adviser based in Colorado Springs, CO, registered with the SEC since 1992. It provides investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $1.1 billion, as filed on 19 March 2026.

Bruni J V & Co charges 0.50%–1.25% a year for its Investment Supervisory Services.

Regulatory AUM: $1.1B
Clients: 386
Advisory staff: 3
Founded: 1992
Fee schedule: 0.50% to 1.25% a year
Minimum account: $300,000
Custodians: Charles Schwab
Headquarters: 1528 N Tejon Street, Colorado Springs, CO 80907-7439
Phone: 719-575-9880
Website: jvbruni.com

No. 3 · RIA

First Affirmative Financial Network

First Affirmative Financial Network is an investment adviser based in Colorado Springs, CO, registered with the SEC since 1999. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals and charitable organizations. Its regulatory assets under management total $905 million, as filed on 22 May 2026.

Regulatory AUM: $905M
Clients: 2,327
Advisory staff: 12
Custodians: Folio Investments, Charles Schwab
Headquarters: 5475 Mark Dabling Boulevard, Suite 320, Colorado Springs, CO 80918
Phone: 719-478-7036
Website: firstaffirmative.com

No. 4 · RIA

Ramsay Stattman Vela & Price

Ramsay Stattman Vela & Price is an investment adviser based in Colorado Springs, CO, registered with the SEC since 1976. It provides investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $779 million, as filed on 27 January 2026.

Ramsay Stattman Vela & Price charges 0.70%–1.25% a year for its Investment supervisory services.

Regulatory AUM: $779M
Clients: 404
Advisory staff: 5
Founded: 1971
Fee schedule: 0.70% to 1.25% a year
Custodians: Charles Schwab, Anb Financial Services, UBS Financial Services
Headquarters: 2 N. Cascade Ave., Ste 810, Colorado Springs, CO 80903
Phone: 719-473-6925
Website: rsvp-invest.com

No. 5 · RIA

Seamount Financial Group

Seamount Financial Group is an investment adviser based in Colorado Springs, CO, registered with the SEC since 1999. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $745 million, as filed on 17 September 2026.

Seamount Financial Group charges up to 1.25% a year for its Wealth Management Services.

Regulatory AUM: $745M
Clients: 501
Advisory staff: 6
Founded: 1999
Fee schedule: Up to 1.25% a year
Minimum account: $500,000
Custodians: LPL Financial
Headquarters: 90 So Cascade Avenue, Suite 970, Colorado Springs, CO 80903
Phone: 719-471-1171
Website: seamountfinancial.com

No. 6 · RIA

Altus Wealth Group

Altus Wealth Group is an investment adviser based in Colorado Springs, CO, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $620 million, as filed on 4 June 2026.

Altus Wealth Group charges up to 2.00% a year for its Investment Management Fees.

Regulatory AUM: $620M
Clients: 791
Advisory staff: 7
Founded: 2017
Fee schedule: Up to 2.00% a year
Minimum account: $250,000
Custodians: Charles Schwab
Headquarters: 423 South Cascade Avenue, Colorado Springs, CO 80903
Phone: 719-900-1295
Website: altuswealthgroup.com

No. 7 · RIA

Envoy Advisory

Envoy Advisory is an investment adviser based in Colorado Springs, CO, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include individual clients, charitable organizations and high-net-worth individuals. Its regulatory assets under management total $615 million, as filed on 30 March 2026.

Regulatory AUM: $615M
Clients: 1,999
Advisory staff: 12
Custodians: Matrix Trust, Charles Schwab
Headquarters: 5333 N Union BLVD, Suite 200, Colorado Springs, CO 80918
Phone: 888-879-1376
Website: envoyfinancial.com

No. 8 · RIA

Intergy Private Wealth

Intergy Private Wealth is an investment adviser based in Colorado Springs, CO, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $603 million, as filed on 13 March 2026.

Intergy Private Wealth charges up to 1.25% a year for its Portfolio Management.

Regulatory AUM: $603M
Clients: 590
Advisory staff: 3
Founded: 2016
Fee schedule: Up to 1.25% a year
Custodians: Charles Schwab
Headquarters: 13 S. Tejon St., Suite 400, Colorado Springs, CO 80903
Phone: 719-413-8820
Website: intergywealth.com

No. 9 · RIA

Petra Financial Advisors

Petra Financial Advisors is an investment adviser based in Colorado Springs, CO, registered with the SEC since 1991. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $447 million, as filed on 2 March 2026.

Petra Financial Advisors charges 0.40%–2.00% for its Investment Management Services. The brochure does not state whether the rate is annual.

Regulatory AUM: $447M
Clients: 378
Advisory staff: 7
Fee schedule: 0.40% to 2.00%
Custodians: Charles Schwab, SEI Investments Distribution, Fidelity
Headquarters: 2 North Nevada Ave Suite 1300, Colorado Springs, CO 80903-1626
Phone: 719-636-9000
Website: petrafinancial.com

No. 10 · RIA

Cascade Investment Group

Cascade Investment Group is an investment adviser based in Colorado Springs, CO, registered with the SEC since 1997. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $420 million, as filed on 23 March 2026.

Cascade Investment Group charges 1.50%–2.50% a year for its Portfolio Freedom Accounts.

Regulatory AUM: $420M
Clients: 623
Advisory staff: 4
Fee schedule: 1.50% to 2.50% a year
Custodians: RBC Capital Markets
Headquarters: 444 E. Pikes Peak Avenue, Suite 200, Colorado Springs, CO 80903
Phone: 719-632-0818

Questions about financial advisors in Colorado Springs

How many financial advisor firms are headquartered in Colorado Springs?

22 SEC-registered financial advisor firms report their principal office in Colorado Springs, CO, managing $10.7B in regulatory assets between them. The other 2 advisers 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 Colorado Springs?

Summit Wealth Group, with $2.31B in regulatory assets under management on its latest Form ADV. The next largest are Bruni J V & Co ($1.1B) and First Affirmative Financial Network ($905M).

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

How large is a typical financial advisor firm in Colorado Springs?

The median firm manages $263M in regulatory assets. That is the midpoint of the 22 firms headquartered in Colorado Springs.

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

How much do financial advisors in Colorado Springs charge?

Of the 10 largest firms, 7 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.25% to 2.50% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

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

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

Colorado Springs has 22 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Colorado Springs

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