Curi Capital

Deep relationships. Meaningful outcomes.

Financial planner in Denver, CO (show on map)

At Curi Capital, our dedication to you and your family is what drives us. For two decades, we’ve fostered lasting relationships that mean something.

Call (303) 801-3600

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About

Curi Capital, founded in 2005 by Dick Burridge and Fred Paulman, has grown to $14.0B in assets under advisement (AUA) and employs 176 people across 11 office locations. The firm is recognized as #55 on Barron’s 2025 Top RIA list and has a 97.2% client revenue retention rate. S

ervices include wealth management, family office services, retirement plan solutions, fiduciary briefcase, and investment management across equity, fixed income, and alternatives. The company emphasizes deep client relationships and personalized financial planning.

Deep client relationships

Holistic financial planning

Specialized services for physicians and women

Extensive regional presence with 11 office locations

Services

Wealth Management

Comprehensive wealth management solutions tailored to individual, family, institutional, and employer needs.

Holistic financial planning Investment advisory Tax-efficient strategies

Family Office Services

Exclusive wealth management for high-net-worth individuals and families.

Personalized service Multi-generational planning Asset protection

Retirement Plan Solutions

Expertise in retirement planning and plan administration.

401(k) and pension plan consulting Employee education and communication Plan fiduciary oversight

Fiduciary Briefcase

Investment management and fiduciary services.

Equity, fixed income, and alternative strategies RMB Funds and mutual fund advisory Institutional asset management

Physician Resources

Specialized financial planning for physicians.

Career transition planning Student loan management Estate planning for physicians

Women & Wealth

Financial planning and resources tailored for women.

Gender-specific financial strategies Career and family life integration Philanthropy and legacy planning

Credentials & Certifications

Certified Executive Planner (CExP)

Certified Financial Planner (CFP®)

Certified Investment Management Analyst (CIMA®)

Chartered Trust and Fiduciary Advisor (CTFA®)

Certified Pensions & Welfare Specialist (CPWA®)

Certified Divorce Financial Analyst (CDFA®)

Chartered Financial Analyst (CFA®)

Frequently Asked Questions

What is the difference between assets under advisement (AUA) and assets under management (RAUM)? +

AUA reflects net assets under management for private funds, retirement plan services, and mutual funds managed by Curi Capital, while RAUM reflects gross assets under management.

How is client revenue retention measured? +

Client Revenue Retention is calculated as: (Prior Calendar Year Total Revenue – Annual Client Revenue Lost) ÷ Prior Calendar Year Total Revenue, measured as of 12/31/2025.

What does the ranking by Barron’s 2025 Top RIA signify? +

The ranking is a third-party recognition based on information prepared and submitted by the advisor, indicating high performance but not guaranteeing future success.

How many employees does Curi Capital have? +

Curi Capital employs 176 people.

What is the significance of the 15-year anniversary in 2020? +

The 15-year anniversary marks the firm’s founding in 2005 and reflects its growth and sustained success.