Investment advisers in Colorado Springs, CO

25 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in CO

Firm	Assets	Employees	Disclosures
Summit Wealth Group	$2.31 billion	80	0
Corundum Group, Inc.	$1.69 billion	12	0
Bruni J V & Co	$1.10 billion	5	0
First Affirmative Financial Network LLC	$905.2 million	23	0
Ramsay Stattman Vela & Price Inc	$778.5 million	7	0
Seamount Financial Group Inc	$745.2 million	10	0
Altus Wealth Group, LLC	$620.1 million	7	0
Envoy Advisory Inc.	$615.0 million	23	0
Intergy Private Wealth, LLC	$602.6 million	8	0
One Bow River Advisers, LLC.	$525.9 million	34	0
Petra Financial Advisors Inc	$447.2 million	15	0
Cascade Investment Group, Inc.	$419.9 million	6	4
Exceptional Wealth & Family Office	$292.2 million	8	0
Peak Investment Advisors, Inc.	$234.6 million	2	2
Bonfire Financial, LLC	$234.0 million	4	0
Bauer Wealth Management Inc.	$205.9 million	3	0
Accelerated Wealth Advisors LLC	$180.5 million	10	1
Intentional Wealth Strategies	$171.3 million	4	0
Planwiser Financial	$169.1 million	4	0
Season Investments, LLC	$159.7 million	3	3
Peace of Mind Financial Planning, Inc	$123.6 million	5	0
Senior Tax Advisory Group, Inc.	$122.8 million	6	0
56 Capital Partners, Ltd	$113.3 million	3	0
Rs Asset Management, LLC	$107.2 million	2	0
Best Life Infinity, LLC	$48.2 million	8	0