About Colton Groome Financial Advisors, LLC
<p>Founded in 1950 with roots in pension planning, Colton Groome Financial Advisors, LLC works with retirement plan sponsors alongside individual and family clients. The firm is a registered investment advisor and reported $0.7B in assets under management (2026).</p> <p>Based in Asheville in western North Carolina, with an additional office in Arden near the Asheville metro area, the team supports clients across the region. Its work includes financial planning, investment management, insurance strategies, and family office services, plus retirement plan consulting for businesses.</p> <p>Colton Groome Financial Advisors works with individuals, businesses, and nonprofits. A practical differentiator is its long-running focus on pension and business retirement plans, paired with access to a broader network of professional resources when needed.</p> <p>Community involvement is part of the firm’s operations through its Community Support Fund.</p> <ul> <li>Business retirement plans and plan consulting (<a href="/plan-advisors">plan advisors</a>)</li> <li>Financial planning for individuals and families</li> <li>Investment management and portfolio oversight</li> <li>Insurance strategies and risk planning</li> <li>Family office services</li> </ul>
Website: https://coltongroome.com/
Founded: 1950
Office Locations
- Asheville, NC (Headquarters)
- Arden, NC
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $700.0M
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| TEAMHEALTH 401(K) PLAN | AMERITEAM SERVICES, LLC, TN | $1.8B | 18,577 |
| SIERRA NEVADA BREWING 401(K) PLAN | SIERRA NEVADA BREWING CO., CA | $226M | 1,109 |
| MOUNTAIN AREA HEALTH EDUCATION CENTER, INC. RETIREMENT PLAN | MOUNTAIN AREA HEALTH EDUCATION CENTER, INC., NC | $74M | 1,092 |
| GLOBAL LENDING SERVICES LLC 401(K) PLAN | GLOBAL LENDING SERVICES LLC, SC | $27M | 948 |
| WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES 403(B) RETIREMENT PLAN | WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES, INC., NC | $9M | 217 |
| 401(k) Retirement Plan | Healthcare Sponsor, NC | $7M | 134 |
| 401(k) Retirement Plan | Manufacturing Sponsor, NC | $6M | 134 |
| 403(b) Retirement Plan | Professional Services Sponsor, NC | $4M | 188 |
| 401(k) Retirement Plan | Technology Sponsor, NC | $2M | 156 |
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