RIA Intel›Advisers›Colorado›NVEST ADVISORS, LLC

NVEST ADVISORS, LLC

Advisory

COLORADO SPRINGS, CO

Data as of Aug 21, 2026 · Source: SEC Form ADV

Average account

$87K

across 262 accounts

AUM per adviser

$8M

3 advisers

Source: SEC Form ADV. Figures as filed Aug 21, 2026.

Total AUM

$23M

Discretionary %

76%

Clients

192

Employees

3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$23M

Discretionary AUM$17M

Non-Discretionary AUM$5M

Discretionary %76%

Total Clients192

Team

Total Employees3

Investment Advisers3

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO, KS, TX, UT

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

192 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.

JD YEAGER & CO L.L.C.

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FTC PROSPERITY ADVISORS

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$23M

DWM FAMILY WEALTH

$23M

ELLIOTT FINANCIAL, LLC

$23M

WINDMILLER LLC

LITTLETON, CO

$22M

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