Clients per advisor for Independent firms serving clients in Colorado

In Colorado, independent financial advisors serve a median of 26 clients each, aligning closely with the national median for this category. With 390 independent firms operating in the state, the client load distribution ranges from very low to moderately high, reflecting a mix of advisors who are either building their practices or choosing to maintain smaller, more personalized client bases. This suggests that Colorado’s independent advisors offer a balance between intimate, relationship-focused service and the capacity to manage a broader client roster, providing options for clients seeking either tailored attention or more scalable advisory models.

Independent firms nationally 9,196 firms

Very Low 3-9 per advisor

Low 9-20

Typical 20-35

High 35-65

Very High 65-140

5th 20th 40th 60th 80th 95th

Median: 26

Firm	Client/advisor ratio	Clients	Advisors	Staff
Entree Wealth LLC	Very Low 1	1	1	1
Three Circles Capital Management, LLC	Very Low 1	1	1	1
Blackbird Financial Planning	Very Low 1	1	1	1
Fox Meadow Financial Planning	Very Low 1	1	1	1
Arena Advisors LLC	Very Low 1	1	1	1
Monuwealth Advisors	Very Low 1	1	1	1
Forward Financial Planning LLC	Very Low 1	0	1	1
Linda A. Walker, CFP	Very Low 1	1	1	1
Benefit Investing LLC	Very Low 1	1	1	1
Quantca Financial	Very Low 2	2	1	2
Whitmore Financial Planning	Very Low 2	2	1	1
Polaris Wealth Partners	Very Low 2	2	1	1
Woolly Mammoth, LLC	Very Low 2	2	1	1
AEOM Investments, LLC	Very Low 2	2	1	1
Braverman Wealth Advisors, LLC	Very Low 2	2	1	1
Delvaux Wealth Management	Very Low 3	3	1	1
Friend Financial Group Inc	Very Low 3	3	1	1
JD Haggar Financial	Very Low 3	3	1	1
Colorado Diversified Financial	Very Low 3	3	1	1
Tree Line Strategy Group LLC	Very Low 3	3	1	1
Fortress Family Asset Management LLC	Very Low 3	3	1	1
Full Body Finance	Very Low 3	3	1	1
J D Atkinson	Very Low 3	0	1	1
Cim	Very Low 3	3	1	1
Artificial Alpha Investments	Very Low 4	4	1	1
Resnn Investments, LLC	Very Low 4	4	1	1
Holos Consulting Group, LLC	Very Low 4	4	1	1
Bright Future Advisors	Very Low 4	4	1	1
Trailpoint Financial Planning	Very Low 5	5	1	1
Agile Wealth LLC	Very Low 5	5	1	1
IronFjord Wealth Management	Very Low 5	5	1	1
Tangent Financial	Very Low 5	5	1	1
Helping Hand Financial, LLC	Very Low 5	5	1	2
Austec Wealth Management, LLC	Very Low 5	5	1	1
High Peaks Wealth Strategies	Very Low 5	5	1	1
Seamless Financial Planning	Very Low 5	5	1	1
Alpine Financial Advisers, LLC	Very Low 6	6	1	1
Zales Investment Management, Inc	Very Low 6	6	1	1
Medina Financial, LLC	Very Low 6	6	1	1
Lion's Eye Wealth LLC	Very Low 6	6	1	1
Adage Investment Advisors, L.L.C.	Very Low 6	6	1	1
Sohum Financial Planning, LLC	Very Low 6	6	1	1
Stevenson Advisors, LLC	Very Low 6	6	1	1
Vineyard Capital Management LLC	Very Low 6	6	1	1
VSI Capital Group	Very Low 6	6	1	1
True Riches Financial Planning	Very Low 7	7	1	1
Ascendance Wealth	Very Low 7	7	1	1
BCM Wealth Management, LLC	Very Low 7	7	1	1
Meritor Capital	Very Low 7	7	1	1
Shadowfax Investments LLC	Very Low 7	7	1	2
Wealth Acumen, Inc.	Very Low 7	7	1	1
Go Fish Finance, LLC	Very Low 7	7	1	1
Willcox Wealth Management	Very Low 7	7	1	1
Abundant Capital Strategies LLC	Very Low 7	7	1	1
Rock Financial Planning	Very Low 7	7	1	1
Headwaters Financial Planning, LLC	Very Low 8	8	1	1
Epic Investment Management	Very Low 8	8	1	1
White Peaks Asset Management, LLC	Very Low 8	8	1	1
S2O Capital Management	Very Low 8	8	1	1
Dream Catcher Financial Services, LLC	Very Low 8	8	1	1
FTN Capital Management	Very Low 8	8	1	1
Reset Financial Planning LLC	Very Low 8	8	1	1
Fossel Capital Management LLC	Very Low 8	8	1	1
Kyso Financial	Very Low 9	9	1	1
Flatiron Wealth Advisors, LLC	Very Low 9	9	1	1
CitiWest Capital Corporation	Very Low 9	9	1	1
Basilic	Very Low 9	9	1	1
Poehls Associates LLC	Very Low 9	9	1	1
Norton Barkley Asset Management	Very Low 9	9	1	1
Winding Trail Financial Planning, LLC	Very Low 9	9	1	1
Thomas A. Paulson, Jr., DBA, Thomas A. Paulson, Jr., CPA	Low 10	10	1	1
AMA Financial Planning LLC	Low 10	10	1	1
Liquidifi	Low 10	10	1	1
Wolf & Raven Private Wealth	Low 10	10	1	1
Krivacs Capital Management, LLC	Low 10	10	1	1
CM20 Wealth Management	Low 10	10	1	1
Black Capital, LLC	Low 10	10	1	1
WealthEQ	Low 11	11	1	1
Alpine Capital Partners, LLC	Low 11	11	1	1
Haas Capital Management LLC	Low 11	11	1	1
Skidmore Advisory Services, Inc.	Low 11	11	1	1
Robbins Wealth Management, LLC	Low 11	11	1	1
Mark P.. Shively	Low 11	11	1	1
Highlands Asset Management, Inc.	Low 11	11	1	1
Growth Equity Management, Inc.	Low 11	11	1	1
Bear Peak Financial, LLC	Low 12	12	1	1
Joy Equity Management LLC	Low 12	12	1	1
Incline Capital Management, LLC	Low 12	12	1	1
Be Your Best Financial	Low 12	12	1	1
Business Financial Strategies, Ltd.	Low 12	12	1	1
Sparks Capital Management	Low 12	12	1	1
Three Waters Financial	Low 12	12	1	1
Equity Financial Management	Low 12	12	1	1
Crouch Investment Group, Inc.	Low 12	12	1	2
Quish	Low 13	13	1	1
JDYEAgerAdvisors	Low 13	13	1	2
Winvest Investments L.P.	Low 13	13	1	2
Liberated Financial	Low 13	13	1	1
Coah Financial	Low 13	13	1	1
Moneyfull	Low 14	14	1	1
Eudaimon Wealth Management	Low 14	14	1	1
RCH Fields Family Wealth Management LLC	Low 14	14	1	1
QRIA, Inc.	Low 14	14	1	1
Continuum Wealth Strategies, LLC	Low 14	14	1	1
Dvorchak & Associates	Low 14	14	1	1
Aspen Financial Solutions, LLC	Low 14	14	1	1
Integrity First Financial Planning LLC	Low 14	14	1	1
Aspen Gold Financial	Low 14	14	1	1
Stubbs Investments, LLC	Low 14	14	1	1
Lybis Investing	Low 15	15	1	1
Wolff Financial Advisors, LLC	Low 15	15	1	1
JKAY Securities Corporation	Low 15	15	1	1
Thrive Financial Management	Low 15	15	1	1
Amvara	Low 15	15	1	1
James Wheeler & Co. Advisors	Low 15	15	1	1
James Morgan Asset Management, LLC	Low 15	15	1	1
Semrod Capital LLC	Low 15	15	1	1
Purpose Wealth	Low 15	15	1	1
Replica Wealth Advisors Inc	Low 16	16	1	1
Resolute Retirement Consulting	Low 16	16	1	1
Colver Asset Management, LLC	Low 16	16	1	1
Planned Security Advisors LLC	Low 16	16	1	1
MSM Financial, LLC	Low 16	16	1	1
O'Rourke Financial	Low 16	16	1	1
Mountain Flower Investments & Planning	Low 16	16	1	1
INS Capital Management, LLC	Low 17	17	1	1
William Palmer Associates, LLC	Low 17	17	1	1
Wolfpack Wealth Management	Low 17	17	1	1
H. Anthony Ruckel	Low 17	17	1	1
Water Dog Asset Management LLC	Low 17	17	1	1
Windmiller	Low 18	18	1	1
Aviator Wealth Group	Low 18	18	1	1
Tolland Capital	Low 18	18	1	1
Ares-Bound Capital	Low 19	19	1	1
Aware Investing, Inc	Low 19	19	1	1
Moore, Dorothea Jane	Low 19	19	1	1
Suarum Investment Management, LLC	Low 19	19	1	2
Fleet Capital Management, LLC	Low 19	19	1	1
KL Zech Investments	Low 19	19	1	1
King Retirement Solutions, LLC	Low 19	19	1	1
Financial Solution Advisors Corp.	Low 19	19	1	1
Wealth Management Consultants L.L.C.	Low 19	19	1	1
Burdick Wealth Management, LLC	Low 20	20	1	1
Eight Peaks Wealth Management	Low 20	20	1	1
Sherwood Wealth Management	Low 20	20	1	1
Salida Financial Advice and Planning	Low 20	20	1	1
Adk Wealthcare Partners	Low 20	20	1	1
Gladstone Financial LLC	Low 20	20	1	1
Boulder Canyon Financial	Low 20	20	1	1
D.A. Schwenker & Assoc.'s, Inc.	Low 20	20	1	1
Gorham Wealth Management, LLC	Low 20	20	1	1
Income Management Company	Low 20	20	1	1
Star Financial Services	Low 20	20	1	1
The Retirement Readiness Institute	Typical 21	21	1	1
Equal Path Investments	Typical 21	21	1	2
Finesse Funds, LLC	Typical 21	21	1	1
Kompass Financial Advisors, Inc.	Typical 21	21	1	1
SimpliciFi, LLC	Typical 21	21	1	1
Simmons Investment Management LLC	Typical 21	21	1	1
Antunes International Investment Management	Typical 21	21	1	1
LUNA Investment Services Inc.	Typical 21	21	1	1
Covered Call LLC	Typical 21	21	1	1
Mandala Financial Advisors LLC	Typical 21	21	1	1
Red Meadow Advisors, LLC	Typical 21	21	1	1
Pyramid Peak Capital, LLC	Typical 22	22	1	1
Alignpoint Wealth	Typical 22	22	1	1
Fiduciary Counsel, Inc.	Typical 22	22	1	1
Cronkhite Wealth Strategies	Typical 22	22	1	1
Cedar Peak Wealth Advisors	Typical 22	22	1	1
Financial Life Journeys	Typical 23	23	1	1
Platte West Wealth Management, LLC	Typical 23	23	1	1
Oaktree Financial Planning, LLC	Typical 23	23	1	1
Cornerstone Financial Planning	Typical 23	23	1	1
Park Hill Financial Planning & Investment Management, LLC	Typical 23	23	1	1
Halcyon Wealth Management, LLC	Typical 23	23	1	1
Presidio Advisors, LLC	Typical 23	23	1	1
Brooks Wealth Management	Typical 23	23	1	1
Eliason Wealth Management LLC	Typical 24	24	1	1
White Turf Financial LLC.	Typical 24	24	1	1
Portsea Investments, Inc.	Typical 24	24	1	1
Grinnell Capital, LLC	Typical 24	24	1	2
First Light Financial	Typical 24	24	1	1
Heritage Planning & Investing Services, LLC	Typical 25	25	1	1
Sample Financial Solutions, LLC	Typical 25	25	1	1
Louis Henry Wealth Management LLC	Typical 25	25	1	1
Swales Financial LLC	Typical 25	25	1	1
Tom C. Nelson, PhD, CFP(R) Personal Financial Consultant	Typical 25	25	1	1
Margin	Typical 25	25	1	1
Third Day Capital Management, LLC	Typical 25	25	1	1
BW Financial Planning	Typical 25	25	1	1
Vero Advisors, LLC	Typical 25	25	1	1
Life Story Financial	Typical 25	25	1	1
Cairn Financial Advisors, LLC	Typical 26	26	1	1
MoneyCafe Advisors, LLC	Typical 26	26	1	1
Jackson Wealth Management, LLC	Typical 26	26	1	1
Silver Lake Advisors, LLC	Typical 26	26	1	1
Ardent Investors, LLC	Typical 26	26	1	1
Zestiny Wealth	Typical 26	26	1	1
MoneyGrow.com®	Typical 27	27	1	1
Quantitative Financial Strategies	Typical 27	27	1	2
Roads Capital LLC	Typical 27	27	1	1
Lariat Wealth Management	Typical 27	27	1	2
Financial Consulting Associates	Typical 28	28	1	1
Evergreen Investing, LLC	Typical 28	28	1	1
Two Trails Financial Planning	Typical 28	28	1	1
Aspen Wealth Planners LLC	Typical 28	28	1	1
To Wealth, LLC	Typical 28	28	1	1
Sugden Wealth Management, LLC	Typical 28	28	1	1
Differential Planning LLC	Typical 28	28	1	1
Frontier Advisors, LLC	Typical 28	28	1	1
Physician Advising LLC	Typical 28	28	1	1
Fortified Wealth Strategies, Inc.	Typical 29	29	1	2
Cornet Capital LLC	Typical 29	29	1	1
Disciplined Wealth Management, LLC	Typical 30	30	1	2
RH Knapp & Co.	Typical 30	30	1	1
Aspen Financial, Inc.	Typical 30	30	1	1
Connolly Financial Group	Typical 30	30	1	1
Martin, Marcus	Typical 30	30	1	1
Barnai Asset Management	Typical 31	31	1	2
Conklin Financial Planning	Typical 31	31	1	1
Frederick H. Cron	Typical 31	31	1	1
Advantage Financial Services, Inc.	Typical 31	31	1	1
DCG Wealth Management	Typical 32	32	1	1
PYN Wealth Management LLC	Typical 32	32	1	1
Momentum Financial Planning LLC	Typical 32	32	1	1
Prudent Wealthcare	Typical 32	32	1	1
Adventure Wealth Advisors	Typical 32	32	1	1
Ten Talents Financial Planning LLC	Typical 33	33	1	1
Tomassi Financial Planning, LLC	Typical 34	34	1	1
Sorensen Financial Management	Typical 34	34	1	1
DWM Family Wealth	Typical 34	34	1	1
The Horst Group, LLC	Typical 34	34	1	1
Abby Kovach Financial Planning, LLC	Typical 35	35	1	1
Simply Steward	Typical 35	35	1	1
Evergreen Investment Management, LLC	Typical 35	35	1	1
Henington Group RIA LLC	Typical 35	35	1	1
StrongHaven Capital LLC	Typical 35	35	1	1
Journey Capital Advisers, LLC	High 37	37	1	1
Clear Waters Financial Network LLC	High 37	37	1	2
Wealth Management Consultants, LLC	High 38	38	1	1
Rocky Mountain Financial Solutions Inc.	High 39	39	1	1
Buswell Associates, Inc.	High 39	39	1	2
GreenStar Advisors	High 39	39	1	1
Prometheus Investment Advisors LLC	High 40	40	1	1
Mutual Advantage, LLC	High 40	40	1	1
FIT Financial Consulting LLC	High 40	40	1	1
The Aspen Equity Group	High 41	41	1	2
InclineVest	High 41	41	1	1
Montana Investment Advisors Inc	High 41	41	1	1
VanderHeiden Financial	High 41	41	1	1
Classic Financial & Investment Services, Inc.	High 41	41	1	1
Brightwork Wealth Management, LLC	High 41	41	1	2
Living Room Wealth Management	High 42	42	1	1
Vascorp Wealth Advisors	High 42	42	1	1
Wealth with Wisdom Advisors, Inc.	High 42	42	1	1
Balanced Wealth Partners LLC	High 43	43	1	2
Elliott Financial, LLC	High 43	43	1	1
Bloomfield Asset Management, Inc.	High 43	43	1	1
Rocky Mountain Humane Investing LLC	High 44	44	1	1
Ridgeline Asset Management, LLC	High 44	44	1	2
Lampe Financial Group LLC	High 45	45	1	1
Alphamint Financial	High 45	45	1	1
Snowcap Financial	High 45	45	1	1
Scenic Wealth Management, LLC	High 45	45	1	1
Dreyfuss Capital Management LLC	High 46	46	1	1
Montgomery Wealth Management, LLC	High 46	46	1	1
Reflective Financial	High 47	47	1	1
GC Alternative Management, LLC	High 47	47	1	1
Dendrite Capital, LLC	High 47	47	1	1
Vann Investments LLC	High 48	48	1	1
Prosper Financial	High 48	48	1	1
Mcgehee Wealth Advisory Group, Inc.	High 48	48	1	2
Lunsford Financial Planning, Inc.	High 49	49	1	1
Lawrence Wealth Management	High 49	49	1	1
Luke Financial Company, LLC	High 50	50	1	2
Global Wealth, LLC	High 50	50	1	1
Royal Financial Investment Group	High 50	50	1	2
David B. Patston, CPA, CFA	High 51	51	1	1
Bullock Capital Alliance, Inc.	High 51	51	1	1
Cobalt Private Wealth LLC	High 51	51	1	1
Guidepost Financial Planning, LLC	High 52	52	1	1
Pine Cone Capital	High 52	52	1	1
Baskin Financial Planning	High 52	52	1	1
Strategic Wealth Partners, LLC	High 52	52	1	1
Douglass Financial Group	High 53	53	1	1
Staib Financial Planning, LLC	High 53	53	1	1
Sobel Financial LLC	High 53	53	1	1
Aspired Wealth	High 53	53	1	1
Million Pebbles	High 54	54	1	1
Wealth Logic, LLC	High 55	55	1	1
Treger & Associates	High 55	55	1	1
Visionary Planning & Investment, LLC	High 57	57	1	1
Citrine & Gold LLC	High 57	57	1	2
Walker Capital Advisors	High 57	57	1	1
MFA Global Consulting Group LLC	High 58	58	1	1
Alpine Wealth Advisors, LLC	High 58	58	1	1
Asset Solutions	High 58	58	1	1
David W.. McKinlay, CHFC	High 59	59	1	1
Atlantic Retirement & Wealth Advisors LLC	High 60	60	1	2
Haykin, Michael	High 60	60	1	2
Level Up Financial Planning, LLC	High 61	61	1	1
The Western Wealth Group, Inc.	High 61	61	1	1
Rowley Financial LLC	High 61	61	1	1
Abboud Financial Planning, Inc.	High 62	62	1	1
Blueprint Financial Services	High 62	62	1	1
Schutte Financial LLC	High 62	62	1	1
Fields Asset Management LLC	High 63	63	1	1
Triumph Private Wealth	High 63	63	1	1
46 North Financial	High 64	64	1	1
Curated Wealth Solutions, LLC	High 64	64	1	1
RCS Wealth Management	High 64	64	1	2
Taylors Financial	High 64	64	1	1
Willow Planning Group, LLC	High 65	65	1	1
Oak Street Investments	High 65	65	1	1
Narrow Path Financial Inc.	High 65	65	1	1
Noto Capital	High 65	65	1	1
Zia Capital Investments LLC	High 66	66	1	1
ACE Wealth Partners, LLC	Very High 68	68	1	2
Legacy Financial, Ltd	Very High 71	71	1	1
IDG Advisors, LLC	Very High 73	73	1	1
Harper Asset Management, LLC	Very High 73	73	1	1
Zeit Capital Advisors	Very High 73	73	1	1
Kindred Financial LLC	Very High 74	74	1	1
Elite Wealth Management	Very High 74	74	1	1
Matthews Advisors, LLC	Very High 76	76	1	1
Genereux Investment Management, Inc.	Very High 76	76	1	1
Sample Financial Advisers, LLC	Very High 77	77	1	1
Spurr Financial Planning, Inc.	Very High 77	77	1	1
Plan to Invest Capital Management, Inc.	Very High 77	77	1	2
Summit Wealth Strategies	Very High 78	78	1	1
Delphi Wealth Partners	Very High 79	79	1	2
Lathram Financial Group, LLC	Very High 81	81	1	2
Firstline Financial LLC	Very High 81	81	1	2
Upbeat Financial	Very High 83	83	1	1
Calibration Financial	Very High 85	85	1	1
Sprincz Advisory Group, LLC	Very High 86	86	1	1
Cash Flow Investment Services LLC	Very High 86	86	1	1
Prima Wealth	Very High 88	88	1	1
Bullseye Investment Group	Very High 89	89	1	1
Melonakis Financial	Very High 89	89	1	1
Ember Wealth Concepts & Financial Planning	Very High 93	93	1	2
Intelligent Investing	Very High 95	95	1	1
Arete Wealth Strategists	Very High 98	98	1	2
First Look Capital Management, LLC	Very High 98	98	1	1
TROIKA CAPITAL ADVISORS, LLC	Very High 100	100	1	1
Berman, Gil	Very High 100	100	1	1
Hahn Financial Services, LLC	Very High 102	102	1	1
Signal Research Group LLC	Very High 104	104	1	2
Clc Capital Management	Very High 105	105	1	1
The Cook Company, LLC	Very High 106	106	1	1
Hegarty Investment Logic, LLC	Very High 107	107	1	2
New Light Financial	Very High 108	108	1	1
Columbia Benefits, LLC	Very High 109	109	1	1
Investment Fiduciary Planners, LLC	Very High 110	110	1	1
Liberty Wealth Managers	Very High 114	114	1	2
Flatirons Wealth Management	Very High 116	116	1	1
Eastlake Planning LLC	Very High 118	118	1	1
Elevated Asset Management LLC	Very High 121	121	1	1
Isgrig Capital Asset Management, LLC	Very High 124	124	1	1
Zidel Financial Inc.	Very High 128	128	1	1
Polaris Financial Planning, LLC.	Very High 129	129	1	1
The Retirement Optimization Group, LLC	Very High 131	131	1	1
Alpha Retirement Wealth, LLC	Very High 137	137	1	1
Integrated Financial Management, LLC	Very High 148	148	1	1
Loyd Financial Management Inc.	Very High 149	149	1	2
Outbound Financial	Very High 150	150	1	1
Sullivan Financial Planning, LLC	Very High 150	150	1	1
Red Lady Capital Management, LLC	Very High 155	155	1	1
Peterson Financial Services LLC	Very High 157	157	1	2
Olympus Peaks Financial, LLC	Very High 163	163	1	1
Heritage Financial Solutions, LLC	Very High 171	171	1	2
Collier Financial, Inc	Very High 172	172	1	2
Fitbux RIA LLC	Very High 180	180	1	1
Thoughtful Money LLC	Very High 187	187	1	1
Wealth Ambassadors, LLC	Very High 203	203	1	1
deMauriac LLC	Very High 212	212	1	1
Spectrum Wealth Management, LLC	Very High 224	224	1	2
Foxstone Financial	Very High 230	230	1	1
GranderSon Wealth Management Group Inc	Very High 239	239	1	1
CDFinancial	Very High 249	249	1	1
Setchfield Asset Management	Very High 250	250	1	2
DPCM	Very High 270	270	1	1
Fletching Arrows Wealth Management LLC	Very High 276	276	1	1
R. Kent Harris and Associates, Ltd.	Very High 337	337	1	1
Flight Line Financial, LLC	Very High 393	393	1	1
Hart Financial, LLC	Very High 418	418	1	1
The Pilot's Advisor, LLC	Very High 530	530	1	1
Spirit West Advisors, LLC	Very High 566	566	1	1
LendingRobot	Very High 609	609	1	2
Toams Financial	Very High 620	620	1	2

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