Colorado · 59 advisers
Financial Advisors in Colorado Springs, Colorado
Looking for a financial advisor in Colorado Springs, Colorado? Falists indexes 59 SEC-registered and state-registered investment advisers in Colorado Springs — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 46 firms list a website you can visit directly. Firms in this directory manage up to $2.31B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
59
With website
46
Largest AUM
$2.31B
Financial planning
40
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Colorado Springs
Ranked by AUM · Fees, team & specialties at a glance
SUMMIT WEALTH GROUP
Colorado Springs, CO
AUM
$2.31B
Team
29 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
7196334033
CORUNDUM GROUP, INC.
Colorado Springs, CO
AUM
$1.69B
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
719-228-1080
BRUNI J V & CO
Colorado Springs, CO
AUM
$1.10B
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
719-575-9880
FIRST AFFIRMATIVE FINANCIAL NETWORK LLC
Colorado Springs, CO
AUM
$905.2M
Team
12 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
719-478-7036
RAMSAY STATTMAN VELA & PRICE INC
Colorado Springs, CO
AUM
$778.5M
Team
5 advisors
Clients
—
Fees
Percentage of AUM
719-473-6925
SEAMOUNT FINANCIAL GROUP INC
Colorado Springs, CO
AUM
$745.2M
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
719-471-1171
ALTUS WEALTH GROUP, LLC
Colorado Springs, CO
AUM
$620.1M
Team
7 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
719-900-1295
ENVOY ADVISORY INC.
Colorado Springs, CO
AUM
$615.0M
Team
12 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
888-879-1376
INTERGY PRIVATE WEALTH, LLC
Colorado Springs, CO
AUM
$602.6M
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
719-413-8820
ONE BOW RIVER ADVISERS, LLC.
Colorado Springs, CO
AUM
$525.9M
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(303) 861-8466
PETRA FINANCIAL ADVISORS INC
Colorado Springs, CO
AUM
$447.2M
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
719-636-9000
CASCADE INVESTMENT GROUP, INC.
Colorado Springs, CO
AUM
$419.9M
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
719-632-0818
PEAK INVESTMENT ADVISORS, INC.
Colorado Springs, CO
AUM
$234.6M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
719-260-6475
BONFIRE FINANCIAL, LLC
Colorado Springs, CO
AUM
$234.0M
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
719-394-3900
BAUER WEALTH MANAGEMENT INC.
Colorado Springs, CO
AUM
$205.9M
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
719 575-9000
ACCELERATED WEALTH ADVISORS LLC
Colorado Springs, CO
AUM
$180.5M
Team
3 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
719-466-5630
INTENTIONAL WEALTH STRATEGIES
Colorado Springs, CO
AUM
$171.3M
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
719-694-8002
PLANWISER FINANCIAL
Colorado Springs, CO
AUM
$169.1M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
719-822-0808
SEASON INVESTMENTS, LLC
Colorado Springs, CO
AUM
$159.7M
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
719-528-8400
PEACE OF MIND FINANCIAL PLANNING, INC
Colorado Springs, CO
AUM
$123.6M
Team
2 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
719-836-8181
SENIOR TAX ADVISORY GROUP, INC.
Colorado Springs, CO
AUM
$122.8M
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Commissions
719-596-4844
56 CAPITAL PARTNERS, LTD
Colorado Springs, CO
AUM
$113.3M
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
719-418-3773
RS ASSET MANAGEMENT, LLC
Colorado Springs, CO
AUM
$107.2M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
719-219-8444
ADELMANN FINANCIAL, INC.
Colorado Springs, CO
AUM
$105.9M
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
719-599-7374
More cities in Colorado
Common questions
- How many financial advisors are in Colorado Springs, Colorado?
- 59 registered investment advisers are listed in our Colorado Springs directory, sourced from public SEC filings.
- What types of advisors are in Colorado Springs?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Colorado Springs?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.