Ridgegate Advisors, LLC logo

Ridgegate Advisors, LLC

Updated today

Client assets under management

$118,134,100

Clients

199

14% high-net worth

Advisors

8

of 11 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

25

Very Low

Average account size

$593,639

About

Ridgegate Advisors LLC provides discretionary investment management and financial planning to individuals, high net-worth individuals, non-profits, and small businesses. The firm typically manages client accounts under a limited power of attorney and uses AE Wealth Management’s technology platform to support account setup, reporting, and operational workflows.

Ridgegate combines fundamental, technical, and cyclical analysis and employs both long- and short-term trading strategies, with portfolio decisions based on client objectives, risk tolerance, and time horizon. The firm may recommend alternative investments — including DSTs, private equity, real estate limited partnerships and other private offerings — but requires client approval for such investments and conducts documented due diligence before making recommendations.

Distinctive features include affiliations with Ridgegate Tax (a tax and accounting firm) and Ridgegate Insurance, and representatives who are also registered representatives of Emerson Equity, creating potential commission and referral relationships that the firm discloses and addresses in its policies. The ADV also notes a recent material change reflecting updated assets under management, and Ridgegate requires custody at major custodians (Schwab/Fidelity) while leveraging AEWM’s systems for client service and reporting.

Client services

Financial planning Portfolio management

Expertise

Private / alternative investments Real estate investing Cash flow / budgeting College savings (529s, UTMA, etc.)

Fee options

Fixed

Financial planning fees begin at $1250; initial deposit is greater of half the planning fee or $1,000; remainder due upon delivery of plan.

Project-based

Financial planning termination fee charged at $250 per hour if services are terminated before completion.

Other

Account minimum: $500,000

Main office location

Ridgegate Advisors, LLC

8310 S Valley Highway, Suite 480

Englewood CO 80112, United States

Number of offices

1

Most active in

California · Colorado · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

George S

Series 65

Englewood, CO

Ridgegate Advisors, LLC

George Smith is a financial advisor at Ridgegate Advisors, LLC, holding a Series 65 designation. He has been with Ridgegate Financial since 2016 and previously worked at Hillsdale College for one year. Ridgegate Advisors LLC provides discretionary investment management and financial planning services to individuals, non-profits, and small businesses, typically working with client relationships that meet a negotiable $500,000 minimum. The firm utilizes a combination of fundamental, technical, and cyclical analysis and employs both long-term and short-term trading strategies under discretionary authority.

Private / alternative investments Real estate investing Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar

Christopher R

Series 63, Series 65

Englewood, CO

Ridgegate Advisors, LLC

Christopher Rogers is a financial advisor with Ridgegate Advisors, LLC in Englewood, CO, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes roles at Ridgegate Alternatives, Emerson Equity LLC, AE Wealth Management, and Jackson National Life Distributors. He is also an insurance agent with Ridgegate Insurance, LLC. Ridgegate Advisors LLC provides discretionary investment management and financial planning to individuals, non-profits, and small businesses, often serving clients with a negotiable $500,000 minimum. The firm employs a combination of fundamental, technical, and cyclical analysis, using both long-term and short-term trading strategies under discretionary authority.

Private / alternative investments Real estate investing Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar

Coleman B

CFP®, Series 63, Series 65

Englewood, CO

Ridgegate Advisors, LLC

Coleman Benson is a CFP® with seven years of industry experience, currently serving as an investment advisor representative at Ridgegate Advisors, LLC. He has worked with Ridgegate Alternatives, Emerson Equity LLC, and AE Wealth Management, LLC, among other firms. Outside of financial advising, his background includes involvement with various businesses such as Brixx Wood Fired Pizza and Vintages Winery. Ridgegate Advisors LLC provides discretionary investment management and financial planning to individuals, non-profits, and small businesses, typically serving clients with a negotiable $500,000 minimum. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes both long-term and short-term trading strategies under discretionary authority.

Private / alternative investments Real estate investing Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar

Alexander S

Series 66

Englewood, CO

Ridgegate Advisors, LLC

Alexander Staverosky is a financial advisor at Ridgegate Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at AE Wealth Management, JPMorgan Chase Bank, and J.P. Morgan Securities. Outside of his advisory role, he has been involved with CubsQ BBQ and worked in retail at Lululemon. Ridgegate Advisors LLC provides discretionary investment management and financial planning to individuals, non-profits, and small businesses, typically serving clients with a negotiable $500,000 minimum. The firm employs a combination of fundamental, technical, and cyclical analysis, offering both long-term and short-term trading strategies under discretionary authority.

Private / alternative investments Real estate investing Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar

George S

ChFC®, Series 63, Series 65

Englewood, CO

Ridgegate Advisors, LLC

George Smith is a ChFC® with 19 years of experience and has been with Ridgegate Advisors, LLC since 2008. He also holds Series 63 and Series 65 licenses and has worked with firms including Emerson Equity LLC and AE Wealth Management, LLC. Outside of his advisory roles, he is the managing member of Gibborim Media, a marketing services company. Ridgegate Advisors LLC provides discretionary investment management and financial planning to individuals, non-profits, and small businesses, typically working with client relationships that meet a negotiable $500,000 minimum. The firm employs a combination of fundamental, technical, and cyclical analysis across long-term and short-term trading strategies and maintains discretionary authority for portfolio management while requiring client approval for alternative investments.

Private / alternative investments Real estate investing Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar

William S

CFP®, Series 63, Series 65

Englewood, CO

Ridgegate Advisors, LLC

William Sneckner Jr. is a CFP® professional with six years of industry experience, currently serving at Ridgegate Advisors, LLC. His prior experience includes roles at AE Wealth Management, Emerson Equity LLC, and Fidelity Investments. Ridgegate Advisors LLC provides discretionary investment management and financial planning to individuals, non-profits, and small businesses, typically working with client relationships that meet a negotiable $500,000 minimum. The firm employs a combination of fundamental, technical, and cyclical analysis and uses both long- and short-term trading strategies under discretionary authority.

Private / alternative investments Real estate investing Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar

David S

Series 65

Englewood, CO

Ridgegate Advisors, LLC

David Swenson is a Series 65-licensed financial advisor with 22 years of industry experience. He is currently with Ridgegate Advisors, LLC, where he has worked since 2025, and has previously held roles at AE Wealth Management, Swenson Wealth Advisors, Spire Investment Partners, and United Capital Financial Advisers. In addition to his advisory work, he is licensed as an insurance agent with Ridgegate Insurance, LLC. Ridgegate Advisors LLC provides discretionary investment management and financial planning services to individuals, including high-net-worth clients, non-profits, and small businesses. The firm employs a combination of fundamental, technical, and cyclical analysis with both long- and short-term trading strategies, offering planning engagements on a stand-alone or ongoing basis.

Private / alternative investments Real estate investing Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar

Ryan C

CFP®, Series 66

Englewood, CO

Ridgegate Advisors, LLC

Ryan Csrnko is a CFP® with eight years of industry experience, currently serving as an advisor at Ridgegate Advisors, LLC. His prior roles include positions at AE Wealth Management and Brown & Company. He is also involved with Emerson Equity, LLC, where he works as a registered representative. Ridgegate Advisors, LLC provides discretionary investment management and financial planning services to individuals, non-profits, and small businesses, typically working with client relationships that meet a negotiable $500,000 minimum. The firm employs a combination of fundamental, technical, and cyclical analysis, utilizing both long-term and short-term trading strategies under discretionary authority.

Private / alternative investments Real estate investing Cash flow / budgeting College savings (529s, UTMA, etc.)
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