Advisers / Colorado
New investment adviser firms in Colorado
In the four weeks to October 11, 2026, 7 adviser firms based in Colorado registered for the first time with the SEC or a state regulator.
2new firms a week
5registered advisers, 4 weeks
2exempt fund managers, 4 weeks
Per week
By type, 4 weeks
- State-registered adviser4
- Exempt reporting adviser (state)1
- Exempt reporting adviser (SEC)1
- SEC-registered adviser1
The latest firms
| Registered | Firm | Type | City |
|---|---|---|---|
| Oct 9 | Azuria Capital | ERA (SEC) | Denver |
| Oct 8 | Inference Wealth | State RIA | — |
| Oct 8 | Schlanger Financial | State RIA | Littleton |
| Oct 1 | Everoak Wealth CO | SEC RIA | Colorado Springs |
| Sep 30 | Genera Wealth | State RIA | — |
| Sep 30 | Brotherhood Retirement | State RIA | Colorado Springs |
| Sep 23 | Drogheda Capital LLC | ERA (state) | Denver |
Subscribers also get each firm's business phone, website, address, size and where it's registered.
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