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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-01-1999
- Office Locations
- 1
Office Locations
About Peak Financial Advisors
Peak Financial Advisors is a Denver-based RIA founded in 1997 that partners with retail and institutional clients on goals-based financial planning and portfolio management. The firm also supports tax and estate planning, using diversified allocations with a meaningful ETF and public-fund mix alongside fixed income and select alternatives. Custody includes Charles Schwab.
Reported data analysis
What the numbers show
Between January 30, 2025 and March 3, 2026, reported AUM increased 6.7%, from $251.8M to $268.8M.
Across 5 reported observations, AUM increased 20.1% between March 4, 2022 and March 3, 2026, from $223.8M to $268.8M.
Of the latest reported AUM, 99.5% is discretionary and 0.5% is non-discretionary.
The firm reports 2 advisory representatives and 122 clients, or 61 clients per representative. That equates to $2.2M in reported AUM per client.
The profile lists 1 reported office location and 27 years in operation. The source data was last updated on March 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Peak Financial Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
BRIAN TIMOTHY SELLS
Chief Investment Officer, Managing Partner
- CRD
- #2617524
- Ownership
- 75% or more
DEBBIE JOYCLYN FREEMAN
Director, DIRECTOR OF TAX, FINANCIAL PLANNING, PARTNER
- CRD
- #5756376
- Ownership
- 10% but less than 25%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $267,318,341 | $683,679 |
| Non-Discretionary | $1,432,853 | $79,603 |
| Total | $268,751,194 | $657,093 |
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Separately Managed Accounts
SMA allocation detail is available
Peak Financial Advisors has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Peak Financial Advisors's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.