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Fidelon
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Market Standing · 2026
The most transparent firms in Colorado Springs.
105 scored firmsTop 5 recognizedfidelon.com/markets/colorado-springs-co
#1IA-only$8.5M91.2ARecognized · #1 Firm
2IA-only$292M91.1ARecognized · Top 5
3
Wealth Logic
CRD 129599
IA-only—91Arank within Top 5; below the 80 standard
4IA-only—91Arank within Top 5; below the 80 standard
5IA-only$34M91ARecognized · Top 5
6IA-only—91A—
7
Amvara
CRD 330198
IA-only$907K90.8A—
8IA-only—90.5A—
9IA-only—90.1A—
10IA-only—89.8A—
11
Coah Financial
CRD 332283
IA-only$3.5M89.8A—
12IA-only$20.6M89.5A—
13IA-only$415K89.5A—
14IA-only$105M89.5A—
15IA-only$71.7M89.3A—
16IA-only$86.5M89.2A—
17IA-only$106M89.1A—
18IA-only$13.9M89.1A—
19IA-only$206M88.7A—
20IA-only—88.7A—
21
Simplicifi
CRD 316871
IA-only$3.8M88.5A—
22
Envoy Advisory
CRD 306559
IA-only$615M88.5A—
23
Strong Wealth
CRD 316950
IA-only$24.2M88.3A—
24
J D Atkinson
CRD 331483
IA-only$2.1M88.3A—
25IA-only$14.7M88.3A—
Recognized firms carry the Fidelon market badge and are eligible for the annual plaque. Rankings move with the monthly rescore cycle — a badge that stops being true retires itself.

Rankings are computed by Fidelon — an independent transparency platform — from public regulatory filings, refreshed monthly. No firm pays for placement, and no firm can edit its score. Recognition requires a composite of 80 or higher regardless of rank.