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 company matches for chartered financial planners associated with Colorado Springs, United States as of September 2026 and tracks 431 professional contacts across them, including 196 with verified work emails. Across the United States, New York is the largest hub for this category (371 companies); Colorado Springs has 73.

This list covers company matches for chartered financial planners associated with Colorado Springs, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Sep 19, 2026 How this list was built

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 company matches for chartered financial planners based in Colorado Springs, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Summit Wealth Group	Exact match	Colorado Springs, CO, United StatesHQ recorded Sep 19, 2026	51-200	59 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2	Accelerated Wealth, LLC	Exact match	Colorado Springs, CO, United StatesHQ recorded Sep 19, 2026	51-200	22 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
3	Strategic Financial Partners	Exact match	Colorado Springs, CO, United StatesHQ recorded Sep 19, 2026	11-50	20 contacts →
	Exact match “We want to be more than your financial services professional; We want to be your financial partner.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
4	Millennium Financial Group	Exact match	Colorado Springs, CO, United StatesHQ recorded Sep 19, 2026	1-10	16 contacts →
	Exact match “Millennium Financial Group offers comprehensive financial services providing long-term, personalized financial blue-print that provides a personal peace of mind.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5	Intervest International	Exact match	Colorado Springs, CO, United StatesHQ recorded Sep 19, 2026	51-200	15 contacts →
	Exact match “INTERVEST INTERNATIONAL has been providing personalized and responsive service to financial professionals and organizations since 1980.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6	Aspen Creek Wealth Strategies	Exact match	Colorado Springs, CO, United StatesHQ recorded Sep 19, 2026	11-50	13 contacts →
	Exact match “Aspen Creek Wealth Strategies is a company based out of PO Box 762 Gainesville, TX 76241” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7	Summation Wealth Group	Exact match	Colorado Springs, CO, United StatesHQ recorded Sep 19, 2026	1-10	12 contacts →
	Exact match “At Summation Wealth group, we help business owners, entrepreneurs, and legacy-focused families create financial independence.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8	Integrity Wealth Advisors	Exact match	Colorado Springs, CO, United StatesHQ recorded Sep 19, 2026	11-50	12 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9	Everoak Wealth CO	Exact match	Colorado Springs, CO, United StatesHQ recorded Sep 19, 2026	11-50	12 contacts →
	Exact match “Financial Planning, Asset Management, Corporate Asset Management, Retirement Plan Consulting, Business Exit Planning, Tax Strategy & Planning Certain individuals associated with…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10	Eagle Financial Group	Exact match	Colorado Springs, CO, United StatesHQ recorded Sep 19, 2026	1-10	10 contacts →
	Exact match “Educating People, One person at a time on Financial Planning by building your vision, mission, and goals.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11	Intergy Private Wealth	Exact match	Colorado Springs, CO, United StatesHQ recorded Sep 19, 2026	1-10	9 contacts →
	Exact match “Intergy Private Wealth was founded in 2021 by Mark Perrault, CFP®, RICP®, MBA, and Charlie Dunn, CFP®, RICP®, whose partnership began formally in 2016.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
12	Confidence Financial Partners	Exact match	Colorado Springs, CO, United StatesHQ recorded Sep 19, 2026	1-10	9 contacts →
	Exact match “At Confidence Financial Partners, we empower you to live your best life with confidence, freedom, and purpose.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13	Corundum Group	Exact match	Colorado Springs, CO, United StatesHQ recorded Sep 19, 2026	11-50	9 contacts →
	Exact match “At The Corundum Group, we provide an integrated approach to your financial world that starts with understanding you.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
14	Sovereign Wealth Strategies Group	Exact match	Colorado Springs, CO, United StatesHQ recorded Sep 19, 2026	11-50	8 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
15	Planwiser	Exact match	Colorado Springs, CO, United StatesHQ recorded Sep 19, 2026	11-50	8 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
16	Seamount Financial Group, INC	Exact match	Colorado Springs, CO, United StatesHQ recorded Sep 19, 2026	1-10	7 contacts →
	Exact match “Seamount Financial Group is an independent, boutique financial planning and wealth management firm.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
17	Life Well Lived Financial Group Lwlfg	Exact match	Colorado Springs, CO, United StatesHQ recorded Sep 19, 2026	1-10	7 contacts →
	Exact match “You won't find many teams with as much experience as Life Well Lived Financial Group.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
18	Collins Wealth Management	Exact match	Colorado Springs, CO, United StatesHQ recorded Sep 19, 2026	1-10	7 contacts →
	Exact match “Collins Wealth Management is a financial services company based out of 2153 Chuckwagon Rd, Colorado Springs, CO.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
19	EJC Insurance & Financial	Exact match	Colorado Springs, CO, United StatesHQ recorded Sep 19, 2026	11-50	6 contacts →
	Exact match “Three of Colorado’s top insurance and financial experts have joined forces, combining their decades of experience under one roof.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
20	Imperium Capital	Exact match	Colorado Springs, CO, United StatesHQ recorded Sep 19, 2026	1-10	6 contacts →
	Exact match “Providing planning services for closely held businesses, business owners, and their families.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
21	Bonfire Financial	Exact match	Colorado Springs, CO, United StatesHQ recorded Sep 19, 2026	1-10	6 contacts →
	Exact match “We believe life is meant to be enjoyed and is best lived by spending time with family and friends.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
22	Wealthyiq	Exact match	Colorado Springs, CO, United StatesHQ recorded Sep 19, 2026	1-10	5 contacts →
	Exact match “We Help Smart People Finish Wealthy.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
23	Bennco Advisors	Exact match	Colorado Springs, CO, United StatesHQ recorded Sep 19, 2026	1-10	5 contacts →
	Exact match “At Bennco, we help individuals and families plan for retirement in a way that feels clear and personal.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
24	Altus Wealth Group, LLC	Exact match	Colorado Springs, CO, United StatesHQ recorded Sep 19, 2026	1-10	5 contacts →
	Exact match “Altus Wealth Group Advisors want to make a real difference in our clients' financial lives.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
25	Nvest Advisors, LLC	Exact match	Colorado Springs, CO, United StatesHQ recorded Sep 19, 2026	1-10	5 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “chartered financial planners”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

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

See the full list, filter by size, metro and specialty, and access 196 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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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)

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

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Colorado Springs, United States whose business descriptions match “chartered financial planners” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 196 professional contacts with verified work emails across the full matched dataset. 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.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Chartered financial planners by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “chartered financial planners”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 73 company matches for chartered financial planners associated with Colorado Springs, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Summit Wealth Group tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most chartered financial planners?

New York leads the United States with 371 company records, followed by Atlanta (248) and Houston (244). Colorado Springs has 73.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 196 professional contacts with verified work emails tracked across these 73 companies; direct dials are available where recorded.

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 SmartSearch, 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.