The RIA database

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

161. 8882
     Causey Wealth LLCGreenwood Village, CO · 185 clientsWealth manager
     Schwab 100%
     +00% 1 yr$393M
162. 8919
     Prudent MAN Investment ManagementLousiville, CO · 246 clientsWealth manager
     Schwab 100%
     +00% 1 yr$390M
163. 8988
     Lasalle Debt Investors, LLCDenver, CO · 3 clientsPrivate fund adviserAffiliated broker-dealerJones Lang Lasalle Securities, LLC, Lasalle Investment Management Distributors, LLC
     No custodian reported
     +00% 1 yr$385M
164. 8990
     Rallyday Partners, LLCDenver, CO · 6 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$384M
165. 9014
     Destiny Capital CorporationDenver, CO · 260 clientsWealth manager
     Fidelity 100%
     +00% 1 yr$382M
166. 9031
     Resolute Capital Asset Partners LLCDenver, CO · 5 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$381M
167. 9050
     Keystone Financial ServicesLoveland, CO · 298 clientsWealth manager
     Fidelity 75%Schwab 25%
     +00% 1 yr$379M
168. 9150
     Helm Investment Management, LLCDenver, CO · 140 clientsWealth manager
     Schwab 100%
     +00% 1 yr$371M
169. 9164
     Cosner Financial Group, LLCWindsor, CO · 635 clientsWealth managerHybrid
     Fidelity 100%
     +00% 1 yr$370M
170. 9170
     M.Z. Kark & Associates, IncDenver, CO · 166 clientsWealth manager
     Schwab 100%
     +00% 1 yr$370M
171. 9177
     Integrity Wealth Solutions LLCDenver, CO · 190 clientsWealth manager
     Schwab 100%
     +00% 1 yr$369M
172. 9228
     Collegiate Peaks Asset Management, LLCDenver, CO · 6 clientsAsset manager
     Northern Trust 51%BNY 31%
     +00% 1 yr$365M
173. 9377
     Trail Ridge Investment Advisors, LLCFort Collins, CO · 230 clientsWealth manager
     Fidelity 100%
     +00% 1 yr$353M
174. 9386
     Cherry Creek Investment Advisors IncEnglewood, CO · 382 clientsWealth manager
     Schwab 100%
     +00% 1 yr$352M
175. 9401
     Forty North WealthGlendale, CO · 534 clientsWealth manager
     Schwab 100%
     +00% 1 yr$351M
176. 9420
     Jackson Creek Investment Advisors LLCCastle Rock, CO · 21 clientsAsset manager
     State Street 50%Schwab 50%
     +00% 1 yr$349M
177. 9425
     Gainline Financial Partners, LLCLouisville, CO · 998 clientsWealth managerWrap sponsorHybrid
     Fidelity 100%
     +00% 1 yr$349M
178. 9580
     Boulder Wealth Advisors, LLCBoulder, CO · 183 clientsWealth manager
     Schwab 100%
     +00% 1 yr$338M
179. 9614
     LEH III Management LLCEnglewood, CO · 4 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$336M
180. 9748
     Cimarron Wealth Management, Inc.Montrose, CO · 572 clientsWealth managerHybrid
     LPL Financial 100%
     +00% 1 yr$327M
181. 9787
     Whipplewood Advisors, LLCLittleton, CO · 377 clientsWealth managerHybrid
     SEI 100%
     +00% 1 yr$325M
182. 9796
     Cresalta Investment Management, Inc.Greenwood Village, CO · 3 clientsAsset manager
     Bank 100%
     +00% 1 yr$323M
183. 9816
     M4a3 LLCBoulder, CO · 65 clientsWealth manager
     Pershing 67%Schwab 33%
     +00% 1 yr$322M
184. 9857
     Theory FinancialFort Collins, CO · 252 clientsWealth manager
     Schwab 100%
     +00% 1 yr$319M
185. 9924
     Lincoln Energy Holdings LLCEnglewood, CO · 4 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$315M
186. 9961
     Aspen Wealth Strategies, LLCArvada, CO · 363 clientsWealth manager
     Fidelity 100%
     +00% 1 yr$312M
187. 10014
     Synergy Financial Partners, LLCDenver, CO · 526 clientsWealth managerHybrid
     Fidelity 100%
     +00% 1 yr$309M
188. 10067
     Varra FinancialLouisville, CO · 525 clientsWealth managerHybrid
     SEI 90%
     +00% 1 yr$306M
189. 10086
     Broadview Wealth PartnersBoulder, CO · 310 clientsWealth manager
     Raymond James 100%
     +00% 1 yr$305M
190. 10150
     Mica Creek Capital LLCSteamboat Springs, CO · 4 clientsAsset manager
     UMB Bank, N.A. Capital Markets Division 100%
     +00% 1 yr$301M
191. 10189
     Roubaix Capital, LLCDenver, CO · 4 clientsPrivate fund adviser
     Goldman Sachs 100%
     +00% 1 yr$299M
192. 10206
     Marshall Investment Management, LLCGreenwood Village, CO · 587 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$298M
193. 10233
     Alpha Capital Family Office, LLCGreenwood Village, CO · 147 clientsWealth managerWrap sponsor
     Fidelity 100%
     +00% 1 yr$296M
194. 10285
     Kilterhowling LLCBoulder, CO · 207 clientsWealth manager
     Schwab 100%
     +00% 1 yr$293M
195. 10291
     Exceptional Wealth & Family OfficeColorado Springs, CO · 206 clientsWealth manager
     Schwab 57%Fidelity 43%
     +00% 1 yr$292M
196. 10349
     Impactfolio LLCDenver, CO · 127 clientsWealth manager
     Schwab 100%
     +00% 1 yr$289M
197. 10394
     J.F. Williams Co., Inc.Denver, CO · 144 clientsWealth manager
     Schwab 100%
     +00% 1 yr$286M
198. 10398
     JIM Saulnier & Associates, LLCFort Collins, CO · 184 clientsWealth manager
     Schwab 100%
     +00% 1 yr$286M
199. 10407
     Lotusgroup AdvisorsDenver, CO · 186 clientsWealth manager
     Schwab 100%
     +00% 1 yr$286M
200. 10446
     Bespoke AdvisoryEvergreen, CO · 16 clientsAsset manager
     Pictet & CIE Group SCA 40%Tetra Trust 28%
     +00% 1 yr$284M