Research Report · 2026-06-30
Institutional Registered Investment Advisers in Colorado
SEC-registered investment advisers in Colorado ranked by reported institutional client assets.
Firms
211
Total AUM
$1.10T
Median AUM
$416.8M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 101 | BLACK SWIFT GROUP, LLC | BOULDER | 286084 | $694.1M | 9 | 2026-03-31 | → |
| 102 | THE MILLSTONE EVANS GROUP, LLC | BOULDER | 311142 | $893.3M | 8 | 2026-05-31 | → |
| 103 | KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC. | HIGHLANDS RANCH | 298353 | $813.4M | 10 | 2026-04-30 | → |
| 104 | SANCTUARY WEALTH ADVISORS LLC | DENVER | 285428 | $191.5M | 2 | 2026-03-31 | → |
| 105 | THE WEALTH CONSERVANCY, INC. | BOULDER | 112024 | $260.0M | 6 | 2026-02-28 | → |
| 106 | JUPITER WEALTH MANAGEMENT, LLC | GLENDALE | 299220 | $416.8M | 4 | 2026-03-31 | → |
| 107 | MATTERN CAPITAL MANAGEMENT, LLC | LAKEWOOD | 299342 | $1.07B | 9 | 2026-03-31 | → |
| 108 | FIRST AFFIRMATIVE FINANCIAL NETWORK LLC | COLORADO SPRINGS | 109036 | $905.2M | 23 | 2026-05-31 | → |
| 109 | PLANWISER FINANCIAL, LLC | COLORADO SPRINGS | 331675 | $169.1M | 4 | 2026-03-31 | → |
| 110 | QUISH & CO. LLC | BOULDER | 146212 | $154.2M | 1 | 2026-03-31 | → |
| 111 | SYNERGY FINANCIAL PARTNERS, LLC | DENVER | 305287 | $308.7M | 5 | 2026-03-31 | → |
| 112 | INSTITUTE FOR WEALTH MANAGEMENT LLC | DENVER | 127207 | $1.37B | 19 | 2026-06-30 | → |
| 113 | EDGEROCK CAPITAL LLC | DENVER | 312325 | $578.9M | 20 | 2026-06-30 | → |
| 114 | RED MOUNTAIN FINANCIAL PARTNERS, LLC | DURANGO | 174672 | $225.6M | 3 | 2026-03-31 | → |
| 115 | CAPITAL FINANCIAL GROUP, INC. | LITTLETON | 111709 | $237.4M | 5 | 2026-04-30 | → |
| 116 | ACORN CREEK CAPITAL LLC | FORT COLLINS | 325809 | $488.7M | 5 | 2026-01-31 | → |
| 117 | PRUDENT MAN INVESTMENT MANAGEMENT INC | LOUSIVILLE | 104574 | $390.2M | 4 | 2026-03-31 | → |
| 118 | IMPACT CAPITAL PARTNERS LLC | GREENWOOD VILLAGE | 329616 | $625.6M | 5 | 2026-03-31 | → |
| 119 | KILTERHOWLING LLC | BOULDER | 169684 | $292.9M | 4 | 2026-03-31 | → |
| 120 | CORETACTIC STRATEGIES | EVERGREEN | 289567 | $121.0M | 2 | 2025-04-30 | → |
| 121 | CRUSONIA WEALTH ADVISORS LLC | DENVER | 330057 | $1.18B | 20 | 2026-03-31 | → |
| 122 | COLORADO WEALTH GROUP, LLC | DENVER | 310024 | $235.3M | 11 | 2025-12-31 | → |
| 123 | BRANZAN INVESTMENT ADVISORS, INC. | LITTLETON | 120783 | $114.8M | 6 | 2026-05-31 | → |
| 124 | ALTIUS FINANCIAL, INC. | DENVER | 113268 | $212.2M | 3 | 2026-03-31 | → |
| 125 | TRG INVESTMENT ADVISORS, LLC | DENVER | 315629 | $167.1M | 6 | 2026-05-31 | → |
| 126 | CRESCAT PORTFOLIO MANAGEMENT LLC | DENVER | 139620 | $536.1M | 10 | 2026-03-31 | → |
| 127 | ESSENTIAL INVESTMENT PARTNERS, LLC | ENGLEWOOD | 149509 | $223.0M | 3 | 2026-03-31 | → |
| 128 | PEAK CAPITAL MANAGEMENT, LLC | GREENWOOD VILLAGE | 141488 | $165.2M | 5 | 2026-03-31 | → |
| 129 | INTENTIONAL WEALTH STRATEGIES | COLORADO SPRINGS | 327743 | $171.3M | 4 | 2026-03-31 | → |
| 130 | ALPHA CAPITAL FAMILY OFFICE, LLC | GREENWOOD VILLAGE | 307521 | $295.9M | 15 | 2026-06-30 | → |
| 131 | SPRINKLE FINANCIAL CONSULTANTS LLC | LITTLETON | 112227 | $926.1M | 8 | 2026-03-31 | → |
| 132 | ALTUS WEALTH GROUP, LLC | COLORADO SPRINGS | 287848 | $620.1M | 7 | 2026-06-30 | → |
| 133 | CLASS VI FAMILY OFFICE, LLC | DENVER | 285035 | $1.50B | 9 | 2026-02-28 | → |
| 134 | GILPIN WEALTH MANAGEMENT LLC | GOLDEN | 311336 | $227.2M | 4 | 2026-03-31 | → |
| 135 | BASON ASSET MANAGEMENT LLC | LAKEWOOD | 165450 | $848.8M | 2 | 2026-02-28 | → |
| 136 | RIGDEN ENTERPRISES | ENGLEWOOD | 326930 | $168.9M | 6 | 2026-06-30 | → |
| 137 | OWL CREEK WEALTH PARTNERS LLC | DENVER | 331850 | $602.3M | 5 | 2026-06-30 | → |
| 138 | EVERGREEN PRIVATE WEALTH LLC | GREENWOOD VILLAGE | 324777 | $264.7M | 4 | 2026-02-28 | → |
| 139 | JPL WEALTH MANAGEMENT, LLC | GREENWOOD VILLAGE | 328474 | $587.9M | 6 | 2026-03-31 | → |
| 140 | ISRAEL INVESTMENT ADVISORS, LLC | DENVER | 153952 | $96.3M | 4 | 2026-03-31 | → |
| 141 | AUTHENTIC COUNSEL, LLC | GREENWOOD VILLAGE | 173306 | $172.6M | 8 | 2026-03-31 | → |
| 142 | ASPEN WEALTH STRATEGIES, LLC | ARVADA | 307424 | $312.2M | 7 | 2026-02-28 | → |
| 143 | PETRA FINANCIAL ADVISORS INC | COLORADO SPRINGS | 107196 | $447.2M | 15 | 2026-03-31 | → |
| 144 | SUMMIT HILL WEALTH MANAGEMENT, LLC | GREENWOOD VILLAGE | 296740 | $145.7M | 4 | 2026-02-28 | → |
| 145 | DIVERSIFIED ASSET MANAGEMENT, INC. | BOULDER | 112743 | $126.4M | 2 | 2025-01-31 | → |
| 146 | MCALVANY WEALTH MANAGEMENT, LLC | DURANGO | 146021 | $224.2M | 5 | 2026-03-31 | → |
| 147 | WORLD CAPITAL ADVISORS, LLC | DENVER | 135941 | $72.0M | 1 | 2026-03-31 | → |
| 148 | SHEARWATER CAPITAL, LLC | DENVER | 115399 | $427.3M | 4 | 2026-03-31 | → |
| 149 | PEAK FINANCIAL ADVISORS, LLC | DENVER | 115207 | $268.8M | 3 | 2026-03-31 | → |
| 150 | LEGACY WEALTH PARTNERS, LLC | LAKEWOOD | 333032 | $646.0M | 15 | 2026-02-28 | → |
| 151 | TRAILWISE FINANCIAL PARTNERS, LLC | GOLDEN | 323530 | $144.8M | 4 | 2026-04-30 | → |
| 152 | NOBLE WEALTH MANAGEMENT P.B.C. | GREENWOOD VILLAGE | 322607 | $400.5M | 5 | 2026-02-28 | → |
| 153 | INVESTMENT RESEARCH CORP | DENVER | 108208 | $76.3M | 21 | 2026-03-31 | → |
| 154 | PEACE OF MIND FINANCIAL, INC | COLORADO SPRINGS | 289067 | $123.6M | 5 | 2026-03-31 | → |
| 155 | ENVOY ADVISORY INC. | COLORADO SPRINGS | 306559 | $615.0M | 23 | 2026-03-31 | → |
| 156 | MAIA WEALTH, LLC | DENVER | 292817 | $973.0M | 43 | 2026-05-31 | → |
| 157 | PETERSON FINANCIAL SERVICES LLC | DENVER | 106127 | $124.0M | 2 | 2026-02-28 | → |
| 158 | RYAN INVESTMENT MANAGEMENT, INC. | BASALT | 115755 | $272.0M | 7 | 2026-04-30 | → |
| 159 | FIRST SOURCE INVESTMENT PARTNERS, LLC | LONE TREE | 322893 | $154.0M | 4 | 2026-03-31 | → |
| 160 | CDKV HOLDINGS LLC | DENVER | 299856 | $187.5M | 2 | 2026-03-31 | → |
| 161 | INTERGY PRIVATE WEALTH, LLC | COLORADO SPRINGS | 315698 | $602.6M | 8 | 2026-03-31 | → |
| 162 | LOTUSGROUP ADVISORS, LLC | DENVER | 143379 | $286.0M | 10 | 2026-06-30 | → |
| 163 | J.F. WILLIAMS CO., INC. | DENVER | 113569 | $286.5M | 4 | 2026-03-31 | → |
| 164 | GAINLINE FINANCIAL PARTNERS, LLC | LOUISVILLE | 326716 | $348.6M | 6 | 2026-06-30 | → |
| 165 | WHIPPLEWOOD ADVISORS, LLC | LITTLETON | 282860 | $324.5M | 6 | 2026-05-31 | → |
| 166 | COORDINATED FINANCIAL SERVICES, INC. | DENVER | 147881 | $427.3M | 4 | 2026-03-31 | → |
| 167 | A & I FINANCIAL SERVICES, LLC | LONE TREE | 148357 | $560.0M | 9 | 2026-04-30 | → |
| 168 | BOULDER WEALTH ADVISORS, LLC | BOULDER | 115069 | $337.9M | 4 | 2026-03-31 | → |
| 169 | G&S CAPITAL LLC | DENVER | 171033 | $475.6M | 9 | 2026-05-31 | → |
| 170 | PEAK INVESTMENT ADVISORS, INC. | COLORADO SPRINGS | 113967 | $234.6M | 2 | 2026-03-31 | → |
| 171 | VARRA WEALTH MANAGEMENT LLC | LOUISVILLE | 324044 | $305.6M | 8 | 2026-05-31 | → |
| 172 | ELEVATE CAPITAL ADVISORS, INC. | EAGLE | 288190 | $183.3M | 6 | 2026-05-31 | → |
| 173 | BAUER WEALTH MANAGEMENT INC. | COLORADO SPRINGS | 152977 | $205.9M | 3 | 2026-05-31 | → |
| 174 | VITAL INVESTMENT MANAGEMENT LLC | LOVELAND | 300811 | $283.9M | 8 | 2026-03-31 | → |
| 175 | INTEGRA FINANCIAL, INC. | GREENWOOD VILLAGE | 113422 | $123.4M | 5 | 2026-03-31 | → |
| 176 | M.Z. KARK & ASSOCIATES, INC | DENVER | 106627 | $369.6M | 4 | 2026-05-31 | → |
| 177 | THE WILLIAM ALLAN CORPORATION | FORT COLLINS | 133147 | $204.4M | 12 | 2026-04-30 | → |
| 178 | IMPACTFOLIO LLC | DENVER | 291716 | $288.9M | 3 | 2026-02-28 | → |
| 179 | PARAMOUNT ASSOCIATES WEALTH MANAGEMENT, LLC | GREENWOOD VILLAGE | 288537 | $146.5M | 3 | 2026-03-31 | → |
| 180 | BAM WEALTH MANAGEMENT LLC | LAKEWOOD | 330237 | $202.0M | 16 | 2026-06-30 | → |
| 181 | BRUCE G. ALLEN INVESTMENTS, LLC | DENVER | 287859 | $258.1M | 2 | 2026-03-31 | → |
| 182 | PARAGON CAPITAL MANAGEMENT | DENVER | 105147 | $1.32B | 6 | 2026-03-31 | → |
| 183 | PEAK PLANNING GROUP, LLC | CENTENNIAL | 289891 | $710.0M | 11 | 2026-05-31 | → |
| 184 | ZIDEL FINANCIAL, INC. | BRECKENRIDGE | 135047 | $159.6M | 1 | 2026-03-31 | → |
| 185 | HIGGINS & SCHMIDT WEALTH STRATEGIES LLC | DENVER | 286063 | $279.5M | 6 | 2026-03-31 | → |
| 186 | ROUBAIX CAPITAL, LLC | DENVER | 269879 | $298.9M | 7 | 2026-03-31 | → |
| 187 | ALPHA PRINCIPLE, LLC | ENGLEWOOD | 317053 | $253.3M | 6 | 2025-03-31 | → |
| 188 | AGEMY WEALTH ADVISORS, LLC | DEVER | 218512 | $130.5M | 6 | 2026-03-31 | → |
| 189 | CREDENTIALED WEALTH ADVISORS, LLC | JOHNSTOWN | 312517 | $139.8M | 4 | 2026-02-28 | → |
| 190 | MARSHALL INVESTMENT MANAGEMENT, LLC | GREENWOOD VILLAGE | 174817 | $298.0M | 8 | 2026-06-30 | → |
| 191 | PALLER FINANCIAL SERVICES, INC. | CENTENNIAL | 161531 | $147.9M | 6 | 2026-02-28 | → |
| 192 | CORNERSTONE INVESTMENT ADVISORS, LLC | BOULDER | 116447 | $180.8M | 2 | 2026-03-31 | → |
| 193 | TNL ASSET MANAGEMENT LLC | BOULDER | 137419 | $139.3M | 4 | 2026-02-28 | → |
| 194 | INTEGRITY WEALTH SOLUTIONS LLC | DENVER | 284862 | $369.0M | 2 | 2026-03-31 | → |
| 195 | VENTANA PRIVATE WEALTH LLC | DENVER | 311878 | $158.6M | 3 | 2026-03-31 | → |
| 196 | PERSPECTIVE WEALTH ADVISORS LLC | LOVELAND | 332574 | $158.0M | 7 | 2026-03-31 | → |
| 197 | RIDGEGATE ADVISORS, LLC | ENGLEWOOD | 334233 | $119.0M | 11 | 2026-03-31 | → |
| 198 | ALPINE WEALTH ADVISORS, LLC | DENVER | 105433 | $115.7M | 1 | 2026-03-31 | → |
| 199 | DENVER WEALTH MANAGEMENT, INC. | DENVER | 284868 | $529.8M | 18 | 2026-04-30 | → |
| 200 | PANORAMIC INVESTMENT ADVISORS, LLC | GLENDALE | 290770 | $350.6M | 12 | 2026-03-31 | → |
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