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

281. 13643
     Outbound FinancialBoulder, CO · 150 clientsWealth manager
     Schwab 100%
     +00% 1 yr$151M
282. 13644
     Asset Management Group Investment Corp.Greenwood Village, CO · 18 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$151M
283. 13748
     Paller Financial Services, Inc.Centennial, CO · 161 clientsWealth manager
     Schwab 100%
     +00% 1 yr$148M
284. 13765
     FIT Wealth ManagementCentennial, CO · 214 clientsWealth manager
     Schwab 100%
     +00% 1 yr$147M
285. 13769
     Horizon WealthDenver, CO · 163 clientsWealth managerWrap sponsorHybrid
     Schwab 83%
     +00% 1 yr$147M
286. 13795
     Paramount Associates Wealth ManagementGreenwood Village, CO · 193 clientsWealth managerWrap sponsor
     Fidelity 100%
     +00% 1 yr$146M
287. 13829
     Summit Hill Wealth Management, LLCGreenwood Village, CO · 62 clientsWealth manager
     Fidelity 100%
     +00% 1 yr$146M
288. 13861
     Trailwise Financial Partners, LLCGolden, CO · 203 clientsWealth manager
     LPL Financial 100%
     +00% 1 yr$145M
289. 13957
     Pulliam Family Office, LLCCrested Butte, CO · 37 clientsWealth managerHybrid
     Schwab 100%
     +00% 1 yr$142M
290. 14016
     Credentialed Wealth Advisors, LLCJohnstown, CO · 302 clientsWealth manager
     Raymond James 100%
     +00% 1 yr$140M
291. 14041
     Snowball Wealth ManagementBoulder, CO · 164 clientsWealth manager
     Schwab 85%
     +00% 1 yr$139M
292. 14050
     Integra Financial, Inc.Greenwood Village, CO · 113 clientsWealth managerWrap sponsor
     Schwab 100%
     +00% 1 yr$139M
293. 14072
     Centerpiece Wealth AdvisorGreenwood Village, CO · 75 clientsWealth managerWrap sponsor
     Fidelity 100%
     +00% 1 yr$139M
294. 14238
     Panorama Wealth AdvisorsGreenwood Village, CO · 200 clientsWealth managerHybrid
     Fidelity 100%
     +00% 1 yr$134M
295. 14243
     Loyd Financial Management Inc.Centennial, CO · 149 clientsWealth manager
     Schwab 100%
     +00% 1 yr$134M
296. 14275
     Summitpoint Capital ManagementLittleton, CO · 91 clientsWealth manager
     Schwab 100%
     +00% 1 yr$133M
297. 14324
     White Hawk Wealth ManagementBroomfield, CO · 153 clientsWealth manager
     Schwab 100%
     +00% 1 yr$131M
298. 14341
     Agemy Wealth Advisors, LLCDenver, CO · 404 clientsWealth manager
     Schwab 100%
     +00% 1 yr$131M
299. 14404
     Lord and RichardsHighlands Ranch, CO · 1,228 clientsWealth manager
     Schwab 100%
     +00% 1 yr$129M
300. 14424
     Bright AdvisorsGreenwood Village, CO · 178 clientsWealth manager
     No custodian reported
     +00% 1 yr$128M
301. 14468
     Growstrong Wealth StrategiesFort Collins, CO · 227 clientsWealth manager
     Schwab 76%MID Atlantic Clearing & Settlement 24%
     +00% 1 yr$127M
302. 14518
     Oak Street InvestmentsGreenwood Village, CO · 72 clientsPrivate fund adviser
     Altruist 58%Schwab 42%
     +00% 1 yr$125M
303. 14521
     Cultivate Wealth PartnersBroomfield, CO · 85 clientsWealth manager
     SEI 100%
     +00% 1 yr$125M
304. 14563
     APO Financial Services, LLCWestminster, CO · 542 clientsWealth manager
     Axos 88%
     +00% 1 yr$124M
305. 14573
     Peterson Financial Services LLCDenver, CO · 162 clientsWealth manager
     No custodian reported
     +00% 1 yr$124M
306. 14589
     Peace of Mind Financial Planning, IncColorado Springs, CO · 121 clientsWealth manager
     Schwab 100%
     +00% 1 yr$124M
307. 14614
     Senior Tax Advisory Group, Inc.Colorado Springs, CO · 802 clientsWealth manager
     Schwab 100%
     +00% 1 yr$123M
308. 14652
     AscentrisDenver, CO · 3 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$122M
309. 14669
     Alder Point Capital Management LLCLafayette, CO · 3 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$121M
310. 14725
     Seneca Capital Management, LLCDenver, CO · 2 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$120M
311. 14758
     Walnut Level Capital LLCDenver, CO · 4 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$119M
312. 14776
     Ridgegate Advisors, LLCEnglewood, CO · 206 clientsWealth managerHybrid
     Schwab 82%
     +00% 1 yr$119M
313. 14793
     Noble Wealth PartnersDenver, CO · 134 clientsWealth managerWrap sponsor
     Schwab 100%
     +00% 1 yr$118M
314. 14820
     Wealth Engineers, LLCDenver, CO · 54 clientsWealth manager
     Schwab 100%
     +00% 1 yr$118M
315. 14880
     Columbia Benefits, LLCDenver, CO · 138 clientsWealth manager
     No custodian reported
     +00% 1 yr$116M
316. 14906
     Alpine Wealth Advisors, LLCDenver, CO · 58 clientsWealth manager
     Schwab 100%
     +00% 1 yr$116M
317. 14941
     Branzan Investment Advisors, Inc.Littleton, CO · 3 clientsPrivate fund adviser
     Schwab 100%
     +00% 1 yr$115M
318. 14981
     56 Capital Partners, LTDColorado Springs, CO · 262 clientsWealth manager
     Interactive Brokers 69%Tiaa-Cref Individual & Institutional Services 31%
     +00% 1 yr$113M
319. 15044
     Financial Mountain IncBoulder, CO · 127 clientsWealth manager
     Fidelity 100%
     +00% 1 yr$111M
320. 15054
     Forward WealthLone Tree, CO · 15 clientsWealth manager
     Schwab 100%
     +00% 1 yr$111M