- [Home](/) › - [NewRiaPulse](/v/newriapulse) › - [Hubs](/hub/newriapulse) › - Colorado # 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 2026-10-28 · [Compiled by Zalwin](/research/newriapulse) from SEC monthly roster of registered investment advisers (Form ADV data) Copy citation Download all 29 newRiaPulse: records in Colorado (CSV) — $4.99 → Includes: Firm, AUM, Accounts, City, State, Registered, official source URL and score · Card, Apple Pay, Google Pay or Link via Stripe [Free sample: 3 records (CSV)](/v1/verticals/newriapulse/records.csv?state=CO) 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). **Search, filter and export NewRiaPulse records** [Run instant live search with these filters](/v/newriapulse?state=CO&channel=pseo#vt-out) [Download free 3-row sample CSV](/v1/verticals/newriapulse/records.csv?state=CO) Unlock the full CSV for these filters — $4.99 → ✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days ## Get new NewRiaPulse records by email (free, weekly) We email one confirmation link now; the weekly digest starts only after you confirm. One-click unsubscribe in every email. Double opt-in: nothing is sent until you click the confirmation link. One-click unsubscribe. [See this week's digest](/digest/newriapulse) Records 29 Most frequent - Everoak Wealth Co (1) - 5280 Associates (1) - Freif Advisors LLC (1) - Snow Peak Capital, LLC (1) - Leh III Management LLC (1) ## How do I get new newRiaPulse: records in Colorado by email? Search, filter and export these records, or get alerts when new ones appear. [Search and filter](/v/newriapulse?state=CO) [Watch this exact filter](/v/newriapulse?state=CO#more-ways) [See alert plans](/v/newriapulse#pricing) ## 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 | Included in the full CSV with every column 🔒 Unlock all 29 records → | | Exceptional Wealth & Family Office | Included in the full CSV with every column 🔒 Unlock all 29 records → | | Wealth Engineers, LLC | Included in the full CSV with every column 🔒 Unlock all 29 records → | Browse 14 more matching record reports - [Cdp Financial Group, LLC](/report/newriapulse/cdp-financial-group-llc-littleton-co--ria-155725) - [Exceptional Wealth & Family Office](/report/newriapulse/exceptional-wealth-and-family-office-colorado-springs-co--ria-340444) - [Wealth Engineers, LLC](/report/newriapulse/wealth-engineers-llc-denver-co--ria-168578) - [Cresalta Investment Management, INC.](/report/newriapulse/cresalta-investment-management-inc-greenwood-village-co--ria-339872) - [Trailwise Financial Partners, LLC](/report/newriapulse/trailwise-financial-partners-llc-golden-co--ria-323530) - [Innovative Financial, LLC](/report/newriapulse/innovative-financial-llc-lakewood-co--ria-127469) - [Aqi](/report/newriapulse/aqi-lone-tree-co--ria-339159) - [Blue Heron Capital](/report/newriapulse/blue-heron-capital-englewood-co--ria-339475) - [Financial Mountain INC](/report/newriapulse/financial-mountain-inc-boulder-co--ria-108489) - [Pulliam Family Office, LLC](/report/newriapulse/pulliam-family-office-llc-crested-butte-co--ria-338839) - [Peak Financial Management, INC.](/report/newriapulse/peak-financial-management-inc-broomfield-co--ria-281223) - [Agemy Wealth Advisors, LLC](/report/newriapulse/agemy-wealth-advisors-llc-denver-co--ria-218512) - [Gallatin River Capital LLC](/report/newriapulse/gallatin-river-capital-llc-littleton-co--ria-341317) - [Champion Capital LLC](/report/newriapulse/champion-capital-llc-greenwood-co--ria-342254) [Browse all NewRiaPulse record reports](/hub/newriapulse/records) ## Which related categories and locations should I check? ### Browse by assets under management [$100M-$500M (908)](/hub/newriapulse/aum/100) [Under $100M (403)](/hub/newriapulse/aum/0) [$500M-$1B (71)](/hub/newriapulse/aum/500) [$1B-$10B (55)](/hub/newriapulse/aum/1000) [$10B+ (13)](/hub/newriapulse/aum/10000) ### Browse by state [New York (178)](/hub/newriapulse/state/ny) [California (148)](/hub/newriapulse/state/ca) [Florida (113)](/hub/newriapulse/state/fl) [Texas (86)](/hub/newriapulse/state/tx) [Illinois (57)](/hub/newriapulse/state/il) [Massachusetts (38)](/hub/newriapulse/state/ma) [Ohio (37)](/hub/newriapulse/state/oh) [New Jersey (34)](/hub/newriapulse/state/nj) [Connecticut (32)](/hub/newriapulse/state/ct) [Pennsylvania (30)](/hub/newriapulse/state/pa) [Michigan (27)](/hub/newriapulse/state/mi) [Arizona (26)](/hub/newriapulse/state/az) [Georgia (25)](/hub/newriapulse/state/ga) [North Carolina (22)](/hub/newriapulse/state/nc) [Tennessee (22)](/hub/newriapulse/state/tn) [Virginia (20)](/hub/newriapulse/state/va) [Utah (19)](/hub/newriapulse/state/ut) [Wisconsin (18)](/hub/newriapulse/state/wi) [Missouri (15)](/hub/newriapulse/state/mo) [South Carolina (14)](/hub/newriapulse/state/sc) [Washington (14)](/hub/newriapulse/state/wa) [Minnesota (13)](/hub/newriapulse/state/mn) [Oregon (13)](/hub/newriapulse/state/or) [Maryland (12)](/hub/newriapulse/state/md) [Indiana (11)](/hub/newriapulse/state/in) [Kansas (8)](/hub/newriapulse/state/ks) [Iowa (7)](/hub/newriapulse/state/ia) [Kentucky (7)](/hub/newriapulse/state/ky) [Louisiana (7)](/hub/newriapulse/state/la) [Nevada (7)](/hub/newriapulse/state/nv) [Alabama (6)](/hub/newriapulse/state/al) [New Hampshire (6)](/hub/newriapulse/state/nh) [Delaware (5)](/hub/newriapulse/state/de) [Mississippi (5)](/hub/newriapulse/state/ms) [Oklahoma (5)](/hub/newriapulse/state/ok) [Rhode Island (5)](/hub/newriapulse/state/ri) [District of Columbia (4)](/hub/newriapulse/state/dc) [Idaho (4)](/hub/newriapulse/state/id) [Nebraska (4)](/hub/newriapulse/state/ne) [Wyoming (4)](/hub/newriapulse/state/wy) ### Browse by registration status [Approved (1231)](/hub/newriapulse/status/approved) [In 120-day approval window (219)](/hub/newriapulse/status/pending) ## More Colorado public-record feeds [Newly Medicare-Certified Hospices, Home Health Agencies & Dialysis Centers in Colorado](/hub/newmedicareproviderpulse/state/co) [HIPAA Breach Reports (500+ Individuals) by State & Type in Colorado](/hub/hipaabreachpulse/state/co) [Newly CLIA-Certified Laboratories by State & Certificate in Colorado](/hub/clialabpulse/state/co) [Colorado Custom Meat Processors Pulse in Colorado](/hub/cocustommeatprocessorspulse/state/co) [New LLCs, Corporations & Nonprofits in New York, Colorado, Connecticut & Oregon in Colorado](/hub/newentityfilingpulse/state/co) [New MSHA Citations at Mines & Quarries by State in Colorado](/hub/mshaminepulse/state/co) [New Liquor & Cannabis Licenses and Pending Applications (NY, CO, OR, MO, TX) in Colorado](/hub/liquorcannabislicensepulse/state/co) [Credit Union Quarterly Changes, Mergers & New Charters (NCUA Call Reports) in Colorado](/hub/creditunionchangepulse/state/co) ## 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](/feed/newriapulse.xml) ## Often used together - [FormDPulse](/formdpulse) - [IpoFilingPulse](/v/ipofilingpulse) - [TxWorkersCompRenewalPulse](/v/txworkerscomprenewalpulse) - [EvChargerProgramAudit](/evchargerprogramaudit) - [AccessPulse](/accesspulse) - [OidcConfigAudit](/oidcconfigaudit)