AdvisorRanked

Best Financial Advisors in COLORADO SPRINGS, Colorado

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

24
Registered Firms
0.95%
Median Fee
of assets/year
$420M
Median AUM
24
Firms Listed
in our database

Top-Ranked Advisors in COLORADO SPRINGS

#1
100

BRUNI J V & CO

COLORADO SPRINGS, CO · Since 1992

$1.1B AUM3 clientsFee: 0%
FiduciaryFee-Only
#2
100

SEAMOUNT FINANCIAL GROUP INC

COLORADO SPRINGS, CO · Since 1999

$745M AUM6 clientsFee: 0%
FiduciaryFee-Only
#3
100

BAUER WEALTH MANAGEMENT INC.

COLORADO SPRINGS, CO · Since 2021

$206M AUM3 clientsFee: 0%
FiduciaryFee-Only
#4
100

RS ASSET MANAGEMENT, LLC

COLORADO SPRINGS, CO · Since 2014

$107M AUM2 clientsFee: 0%
FiduciaryFee-Only
#5
100

SEASON INVESTMENTS, LLC

COLORADO SPRINGS, CO · Since 2020

$160M AUM3 clientsFee: 0%
FiduciaryFee-Only
#6
100

PEACE OF MIND FINANCIAL PLANNING, INC

COLORADO SPRINGS, CO · Since 2021

$124M AUM2 clientsFee: 0%
FiduciaryFee-Only
#7
100

ENVOY ADVISORY INC.

COLORADO SPRINGS, CO · Since 2019

$615M AUM12 clientsFee: 0%
FiduciaryFee-Only
#8
100

SENIOR TAX ADVISORY GROUP, INC.

COLORADO SPRINGS, CO · Since 2022

$123M AUM4 clientsFee: 0%
FiduciaryFee-Only
#9
100

BEST LIFE INFINITY, LLC

COLORADO SPRINGS, CO · Since 2022

$48M AUM6 clientsFee: 0%
FiduciaryFee-Only
#10
100

ONE BOW RIVER ADVISERS, LLC.

COLORADO SPRINGS, CO · Since 2025

$564M AUM9 clientsFee: 0%
FiduciaryFee-Only
#11
100

EXCEPTIONAL WEALTH & FAMILY OFFICE

COLORADO SPRINGS, CO · Since 2026

$0 AUM2 clientsFee: 0%
FiduciaryFee-Only
#12
95

RAMSAY STATTMAN VELA & PRICE INC

COLORADO SPRINGS, CO · Since 1976

$779M AUM5 clientsFee: 0%
FiduciaryFee-Only
#13
95

CORUNDUM GROUP, INC.

COLORADO SPRINGS, CO · Since 1992

$1.7B AUM11 clientsFee: 0%
FiduciaryFee-Only
#14
95

PETRA FINANCIAL ADVISORS INC

COLORADO SPRINGS, CO · Since 1991

$447M AUM7 clientsFee: 0%
FiduciaryFee-Only
#15
95

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

COLORADO SPRINGS, CO · Since 1999

$905M AUM12 clientsFee: 0%
FiduciaryFee-Only
#16
95

PEAK INVESTMENT ADVISORS, INC.

COLORADO SPRINGS, CO · Since 2024

$235M AUM1 clientsFee: 0%
FiduciaryFee-Only
#17
95

ACCELERATED WEALTH ADVISORS LLC

COLORADO SPRINGS, CO · Since 2016

$180M AUM3 clientsFee: 0%
FiduciaryFee-Only
#18
95

ALTUS WEALTH GROUP, LLC

COLORADO SPRINGS, CO · Since 2017

$620M AUM7 clientsFee: 0%
FiduciaryFee-Only
#19
95

BONFIRE FINANCIAL, LLC

COLORADO SPRINGS, CO · Since 2020

$234M AUM4 clientsFee: 0%
FiduciaryFee-Only
#20
95

INTERGY PRIVATE WEALTH, LLC

COLORADO SPRINGS, CO · Since 2021

$603M AUM3 clientsFee: 0%
FiduciaryFee-Only
#21
95

INTENTIONAL WEALTH STRATEGIES

COLORADO SPRINGS, CO · Since 2023

$171M AUM3 clientsFee: 0%
FiduciaryFee-Only
#22
95

PLANWISER FINANCIAL

COLORADO SPRINGS, CO · Since 2024

$169M AUM2 clientsFee: 0%
FiduciaryFee-Only
#23
92

SUMMIT WEALTH GROUP

COLORADO SPRINGS, CO · Since 2025

$2.3B AUM29 clientsFee: 0%
FiduciaryFee-Only
#24
84

CASCADE INVESTMENT GROUP, INC.

COLORADO SPRINGS, CO · Since 1997

$420M AUM4 clientsFee: 0%
Broker-Dealer1 complaint

Frequently Asked Questions

How are advisors ranked?

We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.

What's the average financial advisor fee in COLORADO SPRINGS?

The median advisory fee in COLORADO SPRINGS, CO is 0.95% of assets under management per year, based on Form ADV filings from 24 registered firms.

Where does this data come from?

All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.