Company lists · Data refreshed September 2026

Top 25 Chartered financial planners based in Colorado Springs, United States

Name: Chartered financial planners based in Colorado Springs, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 73 companies tracked

RevenueBase identified 73 chartered financial planners headquartered in Colorado Springs, United States as of September 2026 and tracks 431 professional contacts across them, including 196 with verified work emails. New York is the largest hub.

This list covers chartered financial planners headquartered in Colorado Springs, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review

73Companies

431Contacts tracked

196Verified emails

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The 25 largest chartered financial planners based in Colorado Springs, United States

Ranked by team size

Top 25 of 73 chartered financial planners based in Colorado Springs, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to chartered financial planners: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Summit Wealth Group	Partial evidence	Colorado Springs, CO, United StatesHQ checked Sep 19, 2026	51-200	59 contacts →
	Partial evidence “Summit Wealth Group is an independent wealth management firm whose vision was born out of a simple desire to enable clients to reach their fullest financial and personal potential.” Source: RevenueBase Database · checked Sep 19, 2026
2	Accelerated Wealth, LLC	Indirect evidence	Colorado Springs, CO, United StatesHQ checked Sep 19, 2026	51-200	22 contacts →
	Indirect evidence “We understand that most have never been shown how to transition from accumulating wealth to then generating the income to replace their paychecks as they enter into retirement.” Source: RevenueBase Database · checked Sep 19, 2026
3	Strategic Financial Partners	Partial evidence	Colorado Springs, CO, United StatesHQ checked Sep 19, 2026	11-50	20 contacts →
	Partial evidence “We want to be more than your financial services professional; We want to be your financial partner.” Source: RevenueBase Database · checked Sep 19, 2026
4	Millennium Financial Group	Partial evidence	Colorado Springs, CO, United StatesHQ checked Sep 19, 2026	1-10	16 contacts →
	Partial evidence “Millennium Financial Group offers comprehensive financial services providing long-term, personalized financial blue-print that provides a personal peace of mind.” Source: RevenueBase Database · checked Sep 19, 2026
5	Intervest International	Partial evidence	Colorado Springs, CO, United StatesHQ checked Sep 19, 2026	51-200	15 contacts →
	Partial evidence “INTERVEST INTERNATIONAL has been providing personalized and responsive service to financial professionals and organizations since 1980.” Source: RevenueBase Database · checked Sep 19, 2026
6	Aspen Creek Wealth Strategies	Indirect evidence	Colorado Springs, CO, United StatesHQ checked Sep 19, 2026	11-50	13 contacts →
	Indirect evidence “Aspen Creek Wealth Strategies is a company based out of PO Box 762 Gainesville, TX 76241” Source: RevenueBase Database · checked Sep 19, 2026
7	Summation Wealth Group	Partial evidence	Colorado Springs, CO, United StatesHQ checked Sep 19, 2026	1-10	12 contacts →
	Partial evidence “At Summation Wealth group, we help business owners, entrepreneurs, and legacy-focused families create financial independence.” Source: RevenueBase Database · checked Sep 19, 2026
8	Integrity Wealth Advisors	Indirect evidence	Colorado Springs, CO, United StatesHQ checked Sep 19, 2026	11-50	12 contacts →
	Indirect evidence “Our vision is your success When it comes to managing wealth, many people feel overwhelmed or frustrated with an overly complex system that is changing constantly.” Source: RevenueBase Database · checked Sep 19, 2026
9	Everoak Wealth CO	Partial evidence	Colorado Springs, CO, United StatesHQ checked Sep 19, 2026	11-50	12 contacts →
	Partial evidence “Financial Planning, Asset Management, Corporate Asset Management, Retirement Plan Consulting, Business Exit Planning, Tax Strategy & Planning Certain individuals associated with…” Source: RevenueBase Database · checked Sep 19, 2026
10	Eagle Financial Group	Partial evidence	Colorado Springs, CO, United StatesHQ checked Sep 19, 2026	1-10	10 contacts →
	Partial evidence “Educating People, One person at a time on Financial Planning by building your vision, mission, and goals.” Source: RevenueBase Database · checked Sep 19, 2026
11	Intergy Private Wealth	Indirect evidence	Colorado Springs, CO, United StatesHQ checked Sep 19, 2026	1-10	9 contacts →
	Indirect evidence “Intergy Private Wealth was founded in 2021 by Mark Perrault, CFP®, RICP®, MBA, and Charlie Dunn, CFP®, RICP®, whose partnership began formally in 2016.” Source: RevenueBase Database · checked Sep 19, 2026
12	Confidence Financial Partners	Partial evidence	Colorado Springs, CO, United StatesHQ checked Sep 19, 2026	1-10	9 contacts →
	Partial evidence “At Confidence Financial Partners, we empower you to live your best life with confidence, freedom, and purpose.” Source: RevenueBase Database · checked Sep 19, 2026
13	Corundum Group	Partial evidence	Colorado Springs, CO, United StatesHQ checked Sep 19, 2026	11-50	9 contacts →
	Partial evidence “At The Corundum Group, we provide an integrated approach to your financial world that starts with understanding you.” Source: RevenueBase Database · checked Sep 19, 2026
14	Sovereign Wealth Strategies Group	Partial evidence	Colorado Springs, CO, United StatesHQ checked Sep 19, 2026	11-50	8 contacts →
	Partial evidence “Our mission is to offer world class financial planning, wealth management, and client service support to help our clients achieve financial well-being and accomplish their most…” Source: RevenueBase Database · checked Sep 19, 2026
15	Planwiser	Partial evidence	Colorado Springs, CO, United StatesHQ checked Sep 19, 2026	11-50	8 contacts →
	Partial evidence “We are a dynamic and expanding tax, accounting, and financial planning firm situated in the heart of Colorado Springs, which was formerly known as Cloutte & Associates.” Source: RevenueBase Database · checked Sep 19, 2026
16	Seamount Financial Group, INC	Partial evidence	Colorado Springs, CO, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Partial evidence “Seamount Financial Group is an independent, boutique financial planning and wealth management firm.” Source: RevenueBase Database · checked Sep 19, 2026
17	Life Well Lived Financial Group Lwlfg	Partial evidence	Colorado Springs, CO, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Partial evidence “You won't find many teams with as much experience as Life Well Lived Financial Group.” Source: RevenueBase Database · checked Sep 19, 2026
18	Collins Wealth Management	Partial evidence	Colorado Springs, CO, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Partial evidence “Collins Wealth Management is a financial services company based out of 2153 Chuckwagon Rd, Colorado Springs, CO.” Source: RevenueBase Database · checked Sep 19, 2026
19	EJC Insurance & Financial	Partial evidence	Colorado Springs, CO, United StatesHQ checked Sep 19, 2026	11-50	6 contacts →
	Partial evidence “Three of Colorado’s top insurance and financial experts have joined forces, combining their decades of experience under one roof.” Source: RevenueBase Database · checked Sep 19, 2026
20	Imperium Capital	Indirect evidence	Colorado Springs, CO, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect evidence “Providing planning services for closely held businesses, business owners, and their families.” Source: RevenueBase Database · checked Sep 19, 2026
21	Bonfire Financial	Indirect evidence	Colorado Springs, CO, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect evidence “We believe life is meant to be enjoyed and is best lived by spending time with family and friends.” Source: RevenueBase Database · checked Sep 19, 2026
22	Wealthyiq	Indirect evidence	Colorado Springs, CO, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence “We Help Smart People Finish Wealthy.” Source: RevenueBase Database · checked Sep 19, 2026
23	Bennco Advisors	Indirect evidence	Colorado Springs, CO, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence “At Bennco, we help individuals and families plan for retirement in a way that feels clear and personal.” Source: RevenueBase Database · checked Sep 19, 2026
24	Altus Wealth Group, LLC	Partial evidence	Colorado Springs, CO, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Partial evidence “Altus Wealth Group Advisors want to make a real difference in our clients' financial lives.” Source: RevenueBase Database · checked Sep 19, 2026
25	Nvest Advisors, LLC	Partial evidence	Colorado Springs, CO, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Partial evidence “nVest Advisors is a family-owned RIA firm in Colorado offering world-class investment management and financial planning services for individuals, families, and small businesses…” Source: RevenueBase Database · checked Sep 19, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: chartered financial planners. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names chartered financial planners.
Partial evidence: Its own public description names part of chartered financial planners, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name chartered financial planners. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 73 chartered financial planners based in Colorado Springs, United States

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Chartered financial planners based in Colorado Springs, United States at a glance

As of Sep 19, 2026

45.5%Verified-email coverage

5.9Average contacts per company

1-10Median size (employees)

508.2%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Colorado Springs, so it is reported there. Company counts and contact totals on this page are exact for Colorado Springs, over 73 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among chartered financial planners, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Colorado Springs, United States whose own description of what they do matches “chartered financial planners”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names chartered financial planners), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among chartered financial planners, and records with no verified work email. Companies headquartered outside Colorado Springs are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 196 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Chartered financial planners by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names chartered financial planners, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many chartered financial planners are there based in Colorado Springs, United States?

RevenueBase identified 73 chartered financial planners headquartered in Colorado Springs, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Summit Wealth Group, headquartered in Colorado Springs, tops this list with the largest team on record.

Which city has the most chartered financial planners?

New York leads with 371 headquartered companies, followed by Atlanta (248) and Houston (244).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 196 verified decision-maker contacts tracked across these 73 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.