Rialytix insights
Top RIA Firms in Colorado Springs, Colorado
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Colorado Springs, Colorado. This hub covers 23 matching firms with $12.6B in total reported AUM and median AUM of $419.9M.
Firms
23
Matching current profiles
Total AUM
$12.6B
Reported regulatory AUM
Median AUM
$419.9M
Across firms with AUM
Largest firm
$2.3B
Summit Wealth Group
Search RIA markets
Search by city or state
Find state and published city hubs without returning to the main insights page.
Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Summit Wealth Group CRD 335242 · Limited Liability Company | COLORADO SPRINGS, CO | $2.3B Mar 2026 | — | — | — | +$952.3M+70.3% | +11 employees+15.9% over 1Y | +3,721 accounts+75.8% over Total |
| 2. Corundum Group, INC. CRD 106490 · Corporation | COLORADO SPRINGS, CO | $1.7B May 2026 | +$152.3M+9.9% | +$395.4M+30.4% | +$691.4M+68.9% | +$1.1B+206.9% | -1 employees-7.7% over 3Y | -36 accounts-6.8% over 3Y |
| 3. Bruni J V & CO CRD 106644 · Corporation | COLORADO SPRINGS, CO | $1.1B Mar 2026 | +$232.6M+26.9% | +$255.8M+30.4% | +$415.4M+60.9% | +$669.3M+156.2% | 0 employees+0.0% over 3Y | +18 accounts+2.8% over 3Y |
| 4. First Affirmative Financial Network LLC CRD 109036 · Limited Liability Company | COLORADO SPRINGS, CO | $905.2M May 2026 | -$50.9M-5.3% | +$210.0M+30.2% | +$53.7M+6.3% | +$220.5M+32.2% | -2 employees-8.0% over 3Y | -85 accounts-3.5% over 3Y |
| 5. Ramsay Stattman Vela & Price INC CRD 105156 · Corporation | COLORADO SPRINGS, CO | $778.5M Jan 2026 | +$101.6M+15.0% | +$147.5M+23.4% | +$286.1M+58.1% | +$513.0M+193.2% | +3 employees+75.0% over 3Y | +84 accounts+26.3% over 3Y |
| 6. Seamount Financial Group INC CRD 107834 · Corporation | COLORADO SPRINGS, CO | $745.2M Mar 2026 | +$80.0M+12.0% | +$216.5M+40.9% | +$277.2M+59.2% | +$559.0M+300.1% | 0 employees+0.0% over 3Y | +97 accounts+6.4% over 3Y |
| 7. Altus Wealth Group, LLC CRD 287848 · Limited Liability Company | COLORADO SPRINGS, CO | $620.1M Mar 2026 | +$47.4M+8.3% | +$233.9M+60.6% | +$350.4M+130.0% | — | -2 employees-22.2% over 3Y | +209 accounts+9.8% over 3Y |
| 8. Envoy Advisory INC. CRD 306559 · Corporation | COLORADO SPRINGS, CO | $615.0M Mar 2026 | +$81.1M+15.2% | +$231.7M+60.4% | +$227.8M+58.8% | +$334.9M+119.6% | +8 employees+53.3% over 3Y | -53 accounts-2.6% over 3Y |
| 9. Intergy Private Wealth, LLC CRD 315698 · Limited Liability Company | COLORADO SPRINGS, CO | $602.6M Mar 2026 | +$212.0M+54.3% | +$316.2M+110.4% | — | — | 0 employees+0.0% over 3Y | +348 accounts+17.8% over 3Y |
| 10. One Bow River Advisers, LLC. CRD 333311 · Limited Liability Company | COLORADO SPRINGS, CO | $564.4M Mar 2026 | +$45.4M+8.8% | — | — | +$45.4M+8.8% | +5 employees+18.5% over 1Y | 0 accounts+0.0% over 1Y |
| 11. Petra Financial Advisors INC CRD 107196 · Corporation | COLORADO SPRINGS, CO | $447.2M Mar 2026 | +$90.1M+25.2% | +$198.3M+79.6% | +$288.2M+181.3% | +$349.8M+359.2% | +7 employees+87.5% over 3Y | +525 accounts+81.3% over 3Y |
| 12. Cascade Investment Group, INC. CRD 35844 · Corporation | COLORADO SPRINGS, CO | $419.9M Mar 2026 | +$41.8M+11.1% | +$151.3M+56.4% | +$102.3M+32.2% | +$277.0M+194.0% | -1 employees-14.3% over 3Y | +65 accounts+7.1% over 3Y |
| 13. Peak Investment Advisors, INC. CRD 113967 · Corporation | COLORADO SPRINGS, CO | $234.6M Mar 2026 | +$95.1M+68.1% | — | — | +$104.1M+79.8% | 0 employees+0.0% over 1Y | -1 accounts-0.5% over 1Y |
| 14. Bonfire Financial, LLC CRD 288522 · Limited Liability Company | COLORADO SPRINGS, CO | $234.0M May 2026 | +$35.8M+18.1% | +$91.9M+64.6% | +$111.5M+91.0% | — | 0 employees+0.0% over 3Y | +185 accounts+29.4% over 3Y |
| 15. Bauer Wealth Management INC. CRD 152977 · Corporation | COLORADO SPRINGS, CO | $205.9M May 2026 | +$49.6M+31.7% | +$102.4M+98.8% | +$160.9M+357.6% | +$160.9M+357.6% | 0 employees+0.0% over 3Y | +164 accounts+36.9% over 3Y |
| 16. Accelerated Wealth Advisors LLC CRD 170022 · Limited Liability Company | COLORADO SPRINGS, CO | $180.5M May 2026 | -$5.8M-3.1% | -$124.3M-40.8% | -$105.7M-36.9% | +$74.8M+70.8% | -12 employees-54.5% over 3Y | -1,195 accounts-61.2% over 3Y |
| 17. Intentional Wealth Strategies CRD 327743 · Limited Liability Company | COLORADO SPRINGS, CO | $171.3M Mar 2026 | +$31.6M+22.6% | — | — | — | +2 employees+100.0% over 1Y | +8 accounts+1.4% over 1Y |
| 18. Planwiser Financial CRD 331675 · Limited Liability Company | COLORADO SPRINGS, CO | $169.1M Mar 2026 | +$35.0M+26.1% | — | — | — | -1 employees-20.0% over 1Y | -20 accounts-2.2% over 1Y |
| 19. Season Investments, LLC CRD 158070 · Limited Liability Company | COLORADO SPRINGS, CO | $159.7M Mar 2026 | +$20.7M+14.9% | -$20.6M-11.4% | +$7.9M+5.2% | +$15.2M+10.5% | -1 employees-25.0% over 3Y | -52 accounts-15.4% over 3Y |
| 20. Peace Of Mind Financial Planning, INC CRD 289067 · Corporation | COLORADO SPRINGS, CO | $123.6M Mar 2026 | +$5.5M+4.7% | +$17.8M+16.9% | — | +$7.5M+6.4% | -1 employees-16.7% over 3Y | -22 accounts-5.2% over 3Y |
| 21. Senior Tax Advisory Group, INC. CRD 318058 · Corporation | COLORADO SPRINGS, CO | $122.8M Mar 2026 | +$61.4M+99.9% | +$20.8M+20.4% | — | — | +4 employees+200.0% over 3Y | +373 accounts+40.9% over 3Y |
| 22. Rs Asset Management, LLC CRD 157768 · Limited Liability Company | COLORADO SPRINGS, CO | $107.2M Mar 2026 | -$43.0M-28.6% | -$7.7M-6.7% | +$3.8M+3.7% | +$18.8M+21.3% | 0 employees+0.0% over 3Y | -188 accounts-42.8% over 3Y |
| 23. Best Life Infinity, LLC CRD 319232 · Limited Liability Company | COLORADO SPRINGS, CO | $48.2M Mar 2026 | +$9.7M+25.2% | — | — | — | +2 employees+33.3% over 3Y | +25 accounts+18.1% over 1Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.