RIA Intel›Advisers›Colorado›BE YOUR BEST FINANCIAL LLC

BE YOUR BEST FINANCIAL LLC

Advisory

Data as of Aug 28, 2026 · Source: SEC Form ADV

Average account

$103K

across 35 accounts

AUM per adviser

$4M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 28, 2026.

Total AUM

$4M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$4M

Discretionary AUM$0

Non-Discretionary AUM$4M

Discretionary %0%

Total Clients12

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

12 clients

3 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CO

Closest by assets under management. All figures from Form ADV.

NEAL L. CRESWELL, CHARTERED FINANCIAL CONSULTANT(CHFC), LTD.

LAKEWOOD, CO

$4M

SOHUM FINANCIAL PLANNING, LLC

EVERGREEN, CO

$4M

RESNN INVESTMENTS, LLC

$4M

GOLDEN RETURNS ADVISORS LLC

$3M

THREE CIRCLES CAPITAL MANAGEMENT, LLC

$4M

CLARK, CHARLES LEE JR.

GRAND JUNCTION, CO

$4M

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