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Top 3 financial advisor firms in Loveland

3 SEC-registered financial advisor firms are headquartered in Loveland, CO, with $821M in combined regulatory assets under management. The largest by assets are Keystone Financial Services ($379M), Vital Investment Management ($284M) and Perspective Wealth Advisors ($158M).

3
Financial advisor firms
$821M
Their combined AUM
$284M
Median firm AUM
874
Clients of the top 3

The 3 largest by assets

  1. 1
    Keystone Financial Services

    RIA

    $379M

  2. 2
    Vital Investment Management

    RIA

    $284M

  3. 3
    Perspective Wealth Advisors

    RIA

    $158M

Profiles of the top 3

No. 1 · RIA

Keystone Financial Services

Keystone Financial Services is an investment adviser based in Loveland, CO, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $379 million, as filed on 27 May 2026.

Keystone Financial Services charges up to 1.50% a year for its Investment Management.

Regulatory AUM
$379M
Clients
298
Advisory staff
4
Founded
2010
Fee schedule
Up to 1.50% a year
Custodians
Fidelity, Charles Schwab
Headquarters
4090 Clydesdale Pkwy, Suite 201, Loveland, CO 80538
Phone
970-744-5408
Website
keystonefinancial.com

No. 2 · RIA

Vital Investment Management

Vital Investment Management is an investment adviser based in Loveland, CO, registered with the SEC since 2019. 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 $284 million, as filed on 1 October 2026.

Vital Investment Management charges 1.00% a year for its Asset Management Services.

Regulatory AUM
$284M
Clients
399
Advisory staff
5
Fee schedule
1.00% to 1.00% a year
Custodians
Charles Schwab
Headquarters
4045 St. Cloud Drive, Suite 220, Loveland, CO 80538
Phone
970-776-3316
Website
vimadvisor.com

No. 3 · RIA

Perspective Wealth Advisors

Perspective Wealth Advisors is an investment adviser based in Loveland, CO, registered with the SEC since 2024. 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 $158 million, as filed on 24 March 2026.

Perspective Wealth Advisors charges up to 2.00% a year for its Investment management fee.

Regulatory AUM
$158M
Clients
177
Advisory staff
4
Fee schedule
Up to 2.00% a year
Custodians
Charles Schwab
Headquarters
1615 Foxtrail Drive, Suite 260, Loveland, CO 80538
Phone
970-732-7975
Website
mypwa.com

Questions about financial advisors in Loveland

How many financial advisor firms are headquartered in Loveland?

3 SEC-registered financial advisor firms report their principal office in Loveland, CO, managing $821M in regulatory assets between them.

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

What is the largest financial advisor firm in Loveland?

Keystone Financial Services, with $379M in regulatory assets under management on its latest Form ADV. The next largest are Vital Investment Management ($284M) and Perspective Wealth Advisors ($158M).

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

How large is a typical financial advisor firm in Loveland?

The median firm manages $284M in regulatory assets. That is the midpoint of the 3 firms headquartered in Loveland.

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

How much do financial advisors in Loveland charge?

Of the 3 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 2.00% 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 Loveland?

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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