RIA Intel›Advisers›Colorado›SAMPLE FINANCIAL ADVISERS, LLC

SAMPLE FINANCIAL ADVISERS, LLC

Advisory

FORT COLLINS, CO

Data as of Jan 16, 2026 · Source: SEC Form ADV

Average account

$197K

across 107 accounts

AUM per adviser

$21M

1 adviser

Source: SEC Form ADV. Figures as filed Jan 16, 2026.

Total AUM

$21M

Discretionary %

100%

Clients

77

Employees

1

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$21M

Discretionary AUM$21M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients77

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO, TX

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

77 clients

2 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.

ZESTINY WEALTH, LLC

$21M

BONSAI ADVISORS LLC

BOULDER, CO

$21M

NICKERSON, ERIC JAMES

$21M

SIMMONS INVESTMENT MANAGEMENT LLC

LOUISVILLE, CO

$21M

JUPITER ASSET MANAGEMENT US LLC

DENVER, CO

$21M

+7.0% 1Y

RIEDE, TIFFANY

$21M

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