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Top Financial Advisors in Colorado Springs

While Denver may claim most of the national attention for being one of the fastest growing cities in America, Colorado Springs isn’t far behind. With more people and more money flowing into the area, it makes sense why more financial advisors should be there to handle the various needs of hopeful investors, employees, retirees and more. Read more to see what financial advisors Benzinga thinks will be right for you, your family, or your future.

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  • $860,882,700
    3,890
    • Financial planning services
    • Pension consulting services
    • Selection of other advisers (including private fund managers)
    • Publication of periodicals or newsletters
    • Educational seminars/workshops
  • $388,000,000
    300
    • Financial planning services
    • Pension consulting services
  • $90,135,723
    180
    • Financial planning services
  • $190,027,693
    460
    • Financial planning services
  • $185,245,982
    115
    • Financial planning services
    • Selection of other advisers (including private fund managers)
    • Publication of periodicals or newsletters
    • Educational seminars/workshops
    • RETIREMENT PLAN CONSULTING
  • CDR# 106644
    $560,337,889
    225
  • $85,167,537
    353
    • Financial planning services
    • Pension consulting services
    • Selection of other advisers (including private fund managers)
  • $242,263,409
    145
    • Financial planning services
    • Pension consulting services
    • Selection of other advisers (including private fund managers)
    • ADVICE ON ASSETS FOR WHICH NO FEE IS CHARGED
  • $406,650,873
    125
    • INVESTMENT CONSULTING SERVICES

To determine the top financial advisors in Colorado Springs we poured through all SEC registered advisory firms who have an office in Colorado Springs. To winnow down the list we only included advisors who were registered fiduciaries, had no past disclosures and have minimal personal conflicts of interest. To further break down the list to the true top advisors in the area, we gave weight to advisors that offered both investment management and planning, had no conflicts of interest, had offices in multiple states, have a wrap fee program and have over $50 million in assets under management.

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

CDR# 109036
$860,882,700
3,890
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
5475 MARK DABLING BOULEVARD SUITE 108
COLORADO SPRINGS CO, 80918
703-245-5820

$860,882,700
3,890
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

SEAMOUNT FINANCIAL GROUP INC

CDR# 107834
$388,000,000
300
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
90 SO CASCADE AVENUE SUITE 1140
COLORADO SPRINGS CO, 80903
719-471-1171

$388,000,000
300
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

RS ASSET MANAGEMENT, LLC

CDR# 157768
$90,135,723
180
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
660 SOUTHPOINTE COURT SUITE 312
COLORADO SPRINGS CO, 80906
719-219-8444

$90,135,723
180
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

ALTUS WEALTH GROUP, LLC

CDR# 287848
$190,027,693
460
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
24 S. WEBER ST. SUITE 205
COLORADO SPRINGS CO, 80903
719-900-1295

$190,027,693
460
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

RAINSBERGER WEALTH ADVISORS

CDR# 108325
$185,245,982
115
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • RETIREMENT PLAN CONSULTING
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
980 PICO POINT
COLORADO SPRINGS CO, 80905
719-328-1944

$185,245,982
115
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • RETIREMENT PLAN CONSULTING
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

BRUNI J V & CO

CDR# 106644
$560,337,889
225
Works with high networth individuals
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
1528 N TEJON STREET
COLORADO SPRINGS CO, 80907-7439
719-575-9880

$560,337,889
225
Works with high networth individuals
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

INTERVEST INTERNATIONAL, INC.

CDR# 111516
$85,167,537
353
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
1980 DOMINION WAY, SUITE 202
COLORADO SPRINGS CO, 80918
719-592-9299

$85,167,537
353
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other

PEAK CAPITAL MANAGEMENT, LLC

CDR# 141488
$242,263,409
145
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • ADVICE ON ASSETS FOR WHICH NO FEE IS CHARGED
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
15455 GLENEAGLE DRIVE SUITE 100
COLORADO SPRINGS CO, 80921
719-203-6926

$242,263,409
145
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • ADVICE ON ASSETS FOR WHICH NO FEE IS CHARGED
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

RAMSAY STATTMAN VELA & PRICE INC

CDR# 105156
$406,650,873
125
Works with high networth individuals
  • INVESTMENT CONSULTING SERVICES
  • A percentage of assets under your management
  • Hourly charges
2 N. CASCADE AVE., STE 810
COLORADO SPRINGS CO, 80903
719-473-6925

$406,650,873
125
Works with high networth individuals
  • INVESTMENT CONSULTING SERVICES
  • A percentage of assets under your management
  • Hourly charges