Colorado · 11 advisers
Financial Advisors in Louisville, Colorado
Looking for a financial advisor in Louisville, Colorado? Falists indexes 11 SEC-registered and state-registered investment advisers in Louisville — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 10 firms list a website you can visit directly. Firms in this directory manage up to $1.01B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
11
With website
10
Largest AUM
$1.01B
Financial planning
7
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Louisville
Ranked by AUM · Fees, team & specialties at a glance
PEAK ASSET MANAGEMENT, LLC
Louisville, CO
AUM
$1.01B
Team
14 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
303-926-0100
GAINLINE FINANCIAL PARTNERS, LLC
Louisville, CO
AUM
$348.6M
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
720-548-4391
VARRA FINANCIAL
Louisville, CO
AUM
$305.6M
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
303 665 2822
TORO WEST CAPITAL ADVISORS
Louisville, CO
AUM
$245.7M
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
720-319-8517
LUNSFORD FINANCIAL PLANNING, INC.
Louisville, CO
AUM
$45.3M
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
303-666-6442
SIMMONS INVESTMENT MANAGEMENT LLC
Louisville, CO
AUM
$21.0M
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
720-432-1743
AMA FINANCIAL PLANNING LLC
Louisville, CO
AUM
—
Team
1 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
720-647-6501
HABERKORN FINANCIAL SERVICES, INC.
Louisville, CO
AUM
$32.0M
Team
1 advisors
Clients
—
Fees
Percentage of AUM
303-926-4900
More cities in Colorado
Common questions
- How many financial advisors are in Louisville, Colorado?
- 11 registered investment advisers are listed in our Louisville directory, sourced from public SEC filings.
- What types of advisors are in Louisville?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Louisville?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.