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

241. 12156
     Wazee Street Capital Management LLCGreenwood Village, CO · 4 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$203M
242. 12184
     BAM Wealth Management LLCLakewood, CO · 288 clientsWealth manager
     Schwab 100%
     +00% 1 yr$202M
243. 12281
     Welch Financial Planning, LLCBoulder, CO · 157 clientsWealth manager
     Schwab 100%
     +00% 1 yr$198M
244. 12402
     Hinchley Advisory Group, LLCCentennial, CO · 296 clientsWealth manager
     Schwab 100%
     +00% 1 yr$193M
245. 12454
     Sanctuary AdvisorsDenver, CO · 45 clientsWealth managerHybrid
     Pershing 100%
     +00% 1 yr$192M
246. 12483
     Wisdom Wealth StrategiesGreenwood Village, CO · 219 clientsWealth manager
     Schwab 100%
     +00% 1 yr$190M
247. 12485
     Vanguard CapitalDenver, CO · 199 clientsWealth manager
     Schwab 100%
     +00% 1 yr$190M
248. 12503
     Rockwood Equity Partners LLCDenver, CO · 6 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$190M
249. 12566
     Steele Street Private Wealth ManagementDenver, CO · 111 clientsWealth manager
     Schwab 100%
     +00% 1 yr$188M
250. 12674
     Bullseye Asset Management LLCDenver, CO · 1 clientsAsset manager
     Northern Trust 100%
     +00% 1 yr$184M
251. 12684
     Elevate Capital AdvisorsEagle, CO · 210 clientsWealth manager
     Schwab 100%
     +00% 1 yr$183M
252. 12693
     Hoffmann HermansonDenver, CO · 199 clientsWealth manager
     Schwab 100%
     +00% 1 yr$183M
253. 12750
     Cornerstone Investment Advisors, LLCBoulder, CO · 122 clientsWealth manager
     Schwab 83%
     +00% 1 yr$181M
254. 12761
     Accelerated Wealth Advisors LLCColorado Springs, CO · 571 clientsWealth manager
     Schwab 100%
     +00% 1 yr$180M
255. 12846
     Silverpeak Wealth AdvisorsBoulder, CO · 133 clientsWealth manager
     Schwab 100%
     +00% 1 yr$177M
256. 12896
     Downing Street Wealth Management LLCGreenwood Village, CO · 150 clientsWealth manager
     Schwab 70%
     +00% 1 yr$176M
257. 12946
     Snow Peak Capital, LLCBroomfield, CO · 4 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$174M
258. 12973
     Lion Equity Investment Advisors, LLCDenver, CO · 3 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$173M
259. 12998
     Wealthbuilders InvestmentsGreenwood Village, CO · 271 clientsWealth manager
     Schwab 100%
     +00% 1 yr$173M
260. 13046
     Intentional Wealth StrategiesColorado Springs, CO · 161 clientsWealth manager
     Raymond James 100%
     +00% 1 yr$171M
261. 13059
     Cohesion Wealth Management, LLCBroomfield, CO · 395 clientsWealth manager
     Schwab 100%
     +00% 1 yr$171M
262. 13076
     West End Wealth Management, LLCDenver, CO · 53 clientsWealth manager
     Schwab 100%
     +00% 1 yr$170M
263. 13083
     Larimer Capital CorporationDenver, CO · 101 clientsBroker-dealer firmHybrid
     Schwab 100%
     +00% 1 yr$170M
264. 13112
     Planwiser FinancialColorado Springs, CO · 224 clientsWealth manager
     Schwab 100%
     +00% 1 yr$169M
265. 13119
     Rigden Capital StrategiesEnglewood, CO · 334 clientsWealth manager
     Schwab 75%
     +00% 1 yr$169M
266. 13168
     TRG Investment Advisors, LLCDenver, CO · 241 clientsWealth managerWrap sponsor
     Raymond James 100%
     +00% 1 yr$167M
267. 13219
     Peak Capital Management, LLCGreenwood Village, CO · 110 clientsWealth managerAffiliated broker-dealerPCF Capital Markets LLC
     Schwab 100%
     +00% 1 yr$165M
268. 13230
     Financially Speaking IncGreenwood Village, CO · 295 clientsWealth manager
     No custodian reported
     +00% 1 yr$165M
269. 13341
     Collier Financial, IncDenver, CO · 172 clientsWealth managerHybrid
     LPL Financial 100%
     +00% 1 yr$161M
270. 13369
     Season Investments, LLCColorado Springs, CO · 76 clientsWealth manager
     Schwab 100%
     +00% 1 yr$160M
271. 13374
     Zidel Financial Inc.Breckenridge, CO · 135 clientsWealth manager
     Schwab 100%
     +00% 1 yr$160M
272. 13407
     Ventana Private Wealth LLCDenver, CO · 33 clientsWealth manager
     Schwab 100%
     +00% 1 yr$159M
273. 13427
     Perspective Wealth AdvisorsLoveland, CO · 177 clientsWealth manager
     Schwab 100%
     +00% 1 yr$158M
274. 13465
     Lotusgroup CapitalDenver, CO · 5 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$157M
275. 13512
     Infinium Investment Advisors, LLCDenver, CO · 115 clientsWealth manager
     Fidelity 100%
     +00% 1 yr$155M
276. 13534
     Butler Financial ServicesDenver, CO · 62 clientsWealth manager
     Schwab 100%
     +00% 1 yr$155M
277. 13544
     QuishBoulder, CO · 14 clientsWealth manager
     Schwab 89%
     +00% 1 yr$154M
278. 13547
     Tier One Wealth ManagementLone Tree, CO · 220 clientsWealth manager
     Fidelity 100%
     +00% 1 yr$154M
279. 13582
     Protocol Wealth, LLCDenver, CO · 49 clientsWealth managerHybrid
     Altruist 76%Schwab 24%
     +00% 1 yr$153M
280. 13625
     FpfocoFort Collins, CO · 119 clientsWealth manager
     Fidelity 51%Schwab 49%
     +00% 1 yr$152M