NewRiaPulse: records in Colorado
29 newRiaPulse: records in Colorado are listed from SEC monthly roster of registered investment advisers (Form ADV data), dated 2025-11-14 to 2026-10-01; the most frequent is Everoak Wealth Co with 1. Data last updated 2026-10-28; each record links to its official source and a full report.
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
Includes: Firm, AUM, Accounts, City, State, Registered, official source URL and score · Card, Apple Pay, Google Pay or Link via Stripe
29 records from SEC monthly roster of registered investment advisers (Form ADV data), dated 2025-11-14 to 2026-10-01. Most frequent: Everoak Wealth Co (1). Each record links to a full report and the official source.
Last updated 2026-10-28. Source: SEC monthly roster of registered investment advisers (Form ADV data).
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- Everoak Wealth Co (1)
- 5280 Associates (1)
- Freif Advisors LLC (1)
- Snow Peak Capital, LLC (1)
- Leh III Management LLC (1)
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What are the top newRiaPulse: records in Colorado right now?
| Record | AUM | Accounts | City |
|---|---|---|---|
| Everoak Wealth Co | Colorado Springs | ||
| 5280 Associates | Denver | ||
| Freif Advisors LLC | $569,923,542 | 1 | Denver |
| Snow Peak Capital, LLC | $174,287,948 | 4 | Broomfield |
| Leh III Management LLC | $335,907,163 | 4 | Englewood |
| Shenandoah Energy Management, LLC | $253,879,375 | 3 | Highlands Ranch |
| Unless Management LP | $252,725,527 | 4 | Boulder |
| Mathies Financial Partners | $103,963,088 | 803 | Pueblo |
| 56 Capital Partners, LTD | $113,310,000 | 546 | Colorado Springs |
| Alder Point Capital Management LLC | $121,307,020 | 3 | Lafayette |
| Jackson Wealth Management, LLC | $107,026,630 | 380 | Castle Rock |
| White Hawk Wealth Management | $131,209,800 | 482 | Broomfield |
| Cultivate Wealth Partners | $125,329,239 | 149 | Broomfield |
| Financial Action, INC. | $100,278,633 | 1047 | Monument |
| Noble Wealth Partners | $118,491,092 | 423 | Denver |
| Cdp Financial Group, LLC | 🔒 Unlock all 29 records → | ||
| Exceptional Wealth & Family Office | 🔒 Unlock all 29 records → | ||
| Wealth Engineers, LLC | 🔒 Unlock all 29 records → | ||
Browse 14 more matching record reports
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- Exceptional Wealth & Family Office
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- Blue Heron Capital
- Financial Mountain INC
- Pulliam Family Office, LLC
- Peak Financial Management, INC.
- Agemy Wealth Advisors, LLC
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Frequently asked questions
How many newRiaPulse: records in Colorado are listed?
29 records from SEC monthly roster of registered investment advisers (Form ADV data), last refreshed automatically. The most recent is dated 2026-10-01.
Can I get alerts for Colorado?
Yes. NewRiaPulse can email you new records matching this filter; plans are listed on the NewRiaPulse page.
Source: SEC monthly roster of registered investment advisers (Form ADV data). Informational only. RSS feed of new records