RIA Intel›Advisers›Colorado›STONEBRIDGE FINANCIAL SOLUTIONS, INC.

STONEBRIDGE FINANCIAL SOLUTIONS, INC.

Advisory

LONE TREE, CO

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

Rank in CO
#692
of 720 advisers by AUM
Average account
$148K
across 281 accounts
AUM per adviser
$21M
2 advisers

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

Total AUM
$42M
Discretionary %
95.1%
Clients
173
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$42M
Discretionary AUM$40M
Non-Discretionary AUM$2M
Discretionary %95.1%
Total Clients173
Team
Total Employees3
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCO
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CO

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

NEXUS FINANCIAL PROGRAMS, INC.
COLORADO SPRINGS, CO
$42M
-4.8% 1Y
NEW WEST MANAGEMENT, INC
DENVER, CO
$41M
+6.5% 1Y
CURATED WEALTH SOLUTIONS, LLC
$42M
STRONGWATER SCHOTT, LTD.
DENVER, CO
$42M
+30.1% 1Y
TRUHLAR FINANCIAL STRATEGIES, INC.
BOULDER, CO
$42M
0.0% 1Y
PRIVATE CLIENT WEALTH ADVISORS, LLC
DENVER, CO
$42M

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