Research Report · 2026-06-30
Largest Registered Investment Advisers in Colorado
Colorado SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
368
Total AUM
$1.32T
Median AUM
$348.8M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | JANUS HENDERSON INVESTORS US LLC | DENVER | 104652 | $380.43B | 1,013 | 2026-06-30 | → |
| 2 | EMPOWER ADVISORY GROUP, LLC | GREENWOOD VILLAGE | 112058 | $195.43B | 8,051 | 2026-06-30 | → |
| 3 | PUBLIC TRUST ADVISORS, LLC | DENVER | 159189 | $104.24B | 157 | 2026-04-30 | → |
| 4 | MERCER GLOBAL ADVISORS INC. | DENVER | 147363 | $84.40B | 1,429 | 2026-05-31 | → |
| 5 | EMPOWER CAPITAL MANAGEMENT, LLC | GREENWOOD VILLAGE | 107272 | $77.96B | 319 | 2026-03-31 | → |
| 6 | TRANSAMERICA ASSET MANAGEMENT, INC. | DENVER | 107376 | $65.94B | 53 | 2026-05-31 | → |
| 7 | ALPS ADVISORS, INC. | DENVER | 134340 | $38.83B | 73 | 2026-03-31 | → |
| 8 | KSL ADVISORS, LLC | DENVER | 155677 | $25.61B | 135 | 2026-06-30 | → |
| 9 | ARROWMARK COLORADO HOLDINGS, LLC | DENVER | 149120 | $21.02B | 95 | 2026-03-31 | → |
| 10 | MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC | GREENWOOD VILLAGE | 149122 | $14.73B | 52 | 2026-06-30 | → |
| 11 | SMITH CAPITAL INVESTORS, LLC | DENVER | 294402 | $13.11B | 30 | 2026-02-28 | → |
| 12 | GENEOS WEALTH MANAGEMENT, INC. | ENGLEWOOD | 120894 | $9.22B | 200 | 2026-04-30 | → |
| 13 | NORTHWOOD INVESTORS LLC | DENVER | 161406 | $8.97B | 107 | 2026-03-31 | → |
| 14 | ELEVATION POINT WEALTH PARTNERS, LLC | DENVER | 137068 | $8.29B | 91 | 2026-06-30 | → |
| 15 | REVELSTOKE CAPITAL MANAGEMENT LLC | DENVER | 173859 | $6.70B | 52 | 2026-06-30 | → |
| 16 | ASPEN GROVE CAPITAL, LLC | AVON | 158166 | $6.67B | 22 | 2026-03-31 | → |
| 17 | CCM PARTNERS, LP | DENVER | 104720 | $6.52B | 48 | 2026-05-31 | → |
| 18 | VISION RIDGE PARTNERS, LLC | BOULDER | 174836 | $6.11B | 35 | 2026-05-31 | → |
| 19 | 1888 INVESTMENTS, LLC | DENVER | 312491 | $5.91B | 13 | 2026-03-31 | → |
| 20 | WESTERN WEALTH MANAGEMENT LLC | GOLDEN | 283545 | $5.36B | 98 | 2026-06-30 | → |
| 21 | BEAR CREEK ASSET MANAGEMENT, LLC | DENVER | 137677 | $5.19B | 8 | 2026-03-31 | → |
| 22 | RUBICON TECHNOLOGY MANAGEMENT L.L.C. | BOULDER | 169875 | $4.84B | 37 | 2026-03-31 | → |
| 23 | JOHNSON FINANCIAL GROUP LLC | DENVER | 125101 | $4.53B | 62 | 2026-05-31 | → |
| 24 | IWP WEALTH MANAGEMENT LLC | DENVER | 136314 | $4.32B | 33 | 2026-03-31 | → |
| 25 | MARSICO CAPITAL MANAGEMENT, LLC | DENVER | 109250 | $4.26B | 26 | 2026-05-31 | → |
| 26 | BOW RIVER ASSET MANAGEMENT, LLC | DENVER | 156765 | $4.20B | 69 | 2026-06-30 | → |
| 27 | HARRISON STREET PRIVATE WEALTH LLC | DENVER | 143857 | $4.14B | 35 | 2026-03-31 | → |
| 28 | NZS CAPITAL LLC | DENVER | 305093 | $4.06B | 9 | 2026-04-30 | → |
| 29 | IMA ADVISORY SERVICES, INC. | DENVER | 112091 | $3.90B | 50 | 2026-05-31 | → |
| 30 | BOK FINANCIAL PRIVATE WEALTH, INC. | DENVER | 106733 | $3.72B | 37 | 2026-03-31 | → |
| 31 | DEER PARK ROAD MANAGEMENT COMPANY, LP | STEAMBOAT SPRINGS | 140370 | $3.52B | 28 | 2026-04-30 | → |
| 32 | FOUNDRY GROUP, LLC | BOULDER | 159541 | $3.50B | 10 | 2026-03-31 | → |
| 33 | TRANSFORM WEALTH, LLC. | GREENWOOD VILLAGE | 283403 | $3.38B | 31 | 2025-03-31 | → |
| 34 | SOURCEROCK GROUP LLC | DENVER | 307575 | $3.11B | 16 | 2026-04-30 | → |
| 35 | GHP INVESTMENT ADVISORS INC | DENVER | 107563 | $3.06B | 25 | 2026-03-31 | → |
| 36 | OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | ASPEN | 110069 | $3.03B | 31 | 2026-04-30 | → |
| 37 | CAMBIAR INVESTORS, LLC | DENVER | 115093 | $2.92B | 28 | 2026-03-31 | → |
| 38 | WALKER & DUNLOP INVESTMENT PARTNERS, INC. | DENVER | 165022 | $2.70B | 36 | 2026-03-31 | → |
| 39 | PARALEL ADVISORS LLC | DENVER | 315804 | $2.67B | 6 | 2026-01-31 | → |
| 40 | MICHAUD CAPITAL MANAGEMENT LLC | DENVER | 159828 | $2.44B | 19 | 2026-03-31 | → |
| 41 | SWAN GLOBAL INVESTMENTS, LLC | DURANGO | 114669 | $2.39B | 17 | 2026-03-31 | → |
| 42 | SPRUCEVIEW CAPITAL PARTNERS LLC | DENVER | 171963 | $2.34B | 25 | 2026-03-31 | → |
| 43 | SUMMIT WEALTH GROUP LLC | COLORADO SPRINGS | 335242 | $2.31B | 80 | 2026-03-31 | → |
| 44 | EXCELLERE CAPITAL MANAGEMENT LLC | DENVER | 142904 | $2.26B | 26 | 2026-03-31 | → |
| 45 | BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION | BOULDER | 107485 | $2.24B | 27 | 2026-05-31 | → |
| 46 | ADVISORS ASSET MANAGEMENT, INC. | MONUMENT | 46727 | $2.21B | 255 | 2026-03-31 | → |
| 47 | CHERRY CREEK FAMILY OFFICES, LLC | DENVER | 156310 | $2.02B | 16 | 2026-02-28 | → |
| 48 | WOODBOURNE CAPITAL MANAGEMENT INTERNATIONAL LP | BOULDER | 143980 | $1.98B | 14 | 2026-03-31 | → |
| 49 | PCM ENCORE, LLC | ASPEN | 333127 | $1.94B | 16 | 2026-06-30 | → |
| 50 | FREEDOM FUNDS MANAGEMENT CO | DENVER | 110785 | $1.90B | 9 | 2025-12-31 | → |
| 51 | NILSINE PARTNERS, LLC | GREENWOOD VILLAGE | 315694 | $1.88B | 18 | 2026-03-31 | → |
| 52 | UX WEALTH PARTNERS LLC | CENTENNIAL | 308983 | $1.87B | 7 | 2026-06-30 | → |
| 53 | GRIFFIS RESIDENTIAL INVESTMENT ADVISOR | GREENWOOD VILLAGE | 166201 | $1.85B | 30 | 2026-03-31 | → |
| 54 | MAINLINE WEST FUND MANAGER LLC | DENVER | 147532 | $1.77B | 5 | 2026-03-31 | → |
| 55 | RCF MANAGEMENT, LLC | DENVER | 161007 | $1.76B | 49 | 2026-03-31 | → |
| 56 | CORUNDUM GROUP, INC. | COLORADO SPRINGS | 106490 | $1.69B | 12 | 2026-05-31 | → |
| 57 | BUCK WEALTH STRATEGIES, LLC | DENVER | 322138 | $1.64B | 102 | 2026-06-30 | → |
| 58 | AVEO CAPITAL PARTNERS, LLC | ENGLEWOOD | 157728 | $1.64B | 27 | 2025-04-30 | → |
| 59 | DELTA-V CAPITAL, LLC | DENVER | 161800 | $1.57B | 18 | 2026-03-31 | → |
| 60 | LAB QUANTITATIVE STRATEGIES, LLC | DENVER | 312409 | $1.57B | 23 | 2026-03-31 | → |
| 61 | TOWNSEND & ASSOCIATES, INC. | WESTMINSTER | 113681 | $1.52B | 30 | 2026-06-30 | → |
| 62 | FRONTRANGE CAPITAL ADVISERS, LLC | DENVER | 162388 | $1.51B | 29 | 2026-03-31 | → |
| 63 | PRV MANAGEMENT, L.P. | DENVER | 160667 | $1.50B | 22 | 2026-03-31 | → |
| 64 | CLASS VI FAMILY OFFICE, LLC | DENVER | 285035 | $1.50B | 9 | 2026-02-28 | → |
| 65 | MOUNTAINGATE MANAGEMENT CO., LLC | DENVER | 294899 | $1.49B | 22 | 2026-03-31 | → |
| 66 | GPS WEALTH STRATEGIES GROUP, LLC | CENTENNIAL | 285507 | $1.42B | 5 | 2025-12-31 | → |
| 67 | INSTITUTE FOR WEALTH MANAGEMENT LLC | DENVER | 127207 | $1.37B | 19 | 2026-06-30 | → |
| 68 | CAPITAL INVESTMENT COUNSEL, LLC | DENVER | 328472 | $1.35B | 8 | 2026-03-31 | → |
| 69 | PARAGON CAPITAL MANAGEMENT | DENVER | 105147 | $1.32B | 6 | 2026-03-31 | → |
| 70 | SWAN CAPITAL MANAGEMENT, LLC | DURANGO | 164280 | $1.30B | 5 | 2026-03-31 | → |
| 71 | REDEFINE VENTURES LLC | BOULDER | 323691 | $1.28B | 2 | 2026-06-30 | → |
| 72 | OPHIR ASSET MANAGEMENT US LLC | DENVER | 312619 | $1.27B | 5 | 2026-03-31 | → |
| 73 | WYNKOOP LLC | GREENWOOD VILLAGE | 150018 | $1.22B | 7 | 2026-06-30 | → |
| 74 | EVERWEST ADVISORS LLC | DENVER | 167125 | $1.20B | 109 | 2026-03-31 | → |
| 75 | SACHEM HILL LLC | DENVER | 174210 | $1.18B | 8 | 2026-03-31 | → |
| 76 | CRUSONIA WEALTH ADVISORS LLC | DENVER | 330057 | $1.18B | 20 | 2026-03-31 | → |
| 77 | JFG WEALTH MANAGEMENT, LLC | DENVER | 285023 | $1.16B | 47 | 2025-08-31 | → |
| 78 | BOW RIVER ADVISERS, LLC | DENVER | 325285 | $1.16B | 27 | 2026-03-31 | → |
| 79 | IBEX INVESTORS LLC | DENVER | 126496 | $1.16B | 23 | 2026-06-30 | → |
| 80 | AETHER INVESTMENT PARTNERS, LLC | LITTLETON | 149742 | $1.14B | 3 | 2026-03-31 | → |
| 81 | SHARKEY HOWES & JAVER INC | DENVER | 106050 | $1.13B | 14 | 2026-04-30 | → |
| 82 | SCHAEFER FINANCIAL MANAGEMENT, INC. | CENTENNIAL | 110110 | $1.11B | 9 | 2026-03-31 | → |
| 83 | HEIRLOOM WEALTH MANAGEMENT LLC | GREENWOOD VILLAGE | 292277 | $1.11B | 18 | 2026-04-30 | → |
| 84 | CREST ROCK MANAGEMENT COMPANY LP | DENVER | 305101 | $1.10B | 14 | 2026-05-31 | → |
| 85 | BRUNI J V & CO | COLORADO SPRINGS | 106644 | $1.10B | 5 | 2026-03-31 | → |
| 86 | MATTERN CAPITAL MANAGEMENT, LLC | LAKEWOOD | 299342 | $1.07B | 9 | 2026-03-31 | → |
| 87 | DREAM U.S. MANAGER LLC | DENVER | 314547 | $1.04B | 42 | 2026-03-31 | → |
| 88 | PEAK ASSET MANAGEMENT, LLC | LOUISVILLE | 106944 | $1.01B | 16 | 2026-03-31 | → |
| 89 | BAYSWATER MANAGEMENT COMPANY LP | DENVER | 285290 | $991.5M | 18 | 2026-03-31 | → |
| 90 | SEMPER AUGUSTUS INVESTMENTS GROUP LLC | HIGHLANDS RANCH | 108153 | $982.2M | 9 | 2026-03-31 | → |
| 91 | MAIA WEALTH, LLC | DENVER | 292817 | $973.0M | 43 | 2026-05-31 | → |
| 92 | ELK RIVER WEALTH MANAGEMENT LLC | DENVER | 307263 | $971.3M | 11 | 2026-02-28 | → |
| 93 | UNITING WEALTH PARTNERS LLC | DENVER | 332317 | $934.6M | 23 | 2026-06-30 | → |
| 94 | MOUNTAIN CAPITAL INVESTMENT ADVISORS INC | WESTMINSTER | 156660 | $929.1M | 17 | 2026-05-31 | → |
| 95 | SPRINKLE FINANCIAL CONSULTANTS LLC | LITTLETON | 112227 | $926.1M | 8 | 2026-03-31 | → |
| 96 | FI401K ADVISORS, LLC | CENTENNIAL | 168408 | $915.0M | 2 | 2026-01-31 | → |
| 97 | FIRST AFFIRMATIVE FINANCIAL NETWORK LLC | COLORADO SPRINGS | 109036 | $905.2M | 23 | 2026-05-31 | → |
| 98 | THE MILLSTONE EVANS GROUP, LLC | BOULDER | 311142 | $893.3M | 8 | 2026-05-31 | → |
| 99 | ICON ADVISERS, INC. | GREENWOOD VILLAGE | 108268 | $875.9M | 14 | 2026-05-31 | → |
| 100 | GILL CAPITAL PARTNERS, LLC | DENVER | 14559 | $862.4M | 17 | 2026-03-31 | → |
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