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 | |
|---|---|---|---|---|---|---|---|
| 101 | BASON ASSET MANAGEMENT LLC | LAKEWOOD | 165450 | $848.8M | 2 | 2026-02-28 | → |
| 102 | MANNA TREE PARTNERS, LLC | DENVER | 299654 | $816.2M | 20 | 2026-03-31 | → |
| 103 | FORUM CAPITAL ADVISORS LLC | DENVER | 297582 | $815.2M | 69 | 2026-05-31 | → |
| 104 | KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC. | HIGHLANDS RANCH | 298353 | $813.4M | 10 | 2026-04-30 | → |
| 105 | INVESTMENT MANAGEMENT ASSOCIATES, INC. | GREENWOOD VILLAGE | 110900 | $810.0M | 8 | 2026-05-31 | → |
| 106 | LAPIS ADVISERS, LP | DENVER | 153710 | $789.5M | 12 | 2026-03-31 | → |
| 107 | PRINCETON FUND ADVISORS, LLC | DENVER | 157821 | $780.0M | 8 | 2026-03-31 | → |
| 108 | RAMSAY STATTMAN VELA & PRICE INC | COLORADO SPRINGS | 105156 | $778.5M | 7 | 2026-01-31 | → |
| 109 | TILLMAN HARTLEY LLC | DENVER | 109479 | $746.3M | 5 | 2026-03-31 | → |
| 110 | SEAMOUNT FINANCIAL GROUP INC | COLORADO SPRINGS | 107834 | $745.2M | 10 | 2026-03-31 | → |
| 111 | ALPHA CAPITAL MANAGEMENT GROUP LLC | DENVER | 283624 | $734.4M | 3 | 2026-03-31 | → |
| 112 | CLEAR CREEK WEALTH MANAGEMENT, LLC | DENVER | 288335 | $722.5M | 9 | 2026-04-30 | → |
| 113 | SENECA MANAGEMENT LLC | DENVER | 160345 | $716.9M | 13 | 2026-03-31 | → |
| 114 | ALIGN IMPACT, LLC | DENVER | 176516 | $715.4M | 20 | 2026-04-30 | → |
| 115 | PEAK PLANNING GROUP, LLC | CENTENNIAL | 289891 | $710.0M | 11 | 2026-05-31 | → |
| 116 | DODDS WEALTH, LLC | GREENWOOD VILLAGE | 323632 | $706.2M | 11 | 2026-05-31 | → |
| 117 | BLACK SWIFT GROUP, LLC | BOULDER | 286084 | $694.1M | 9 | 2026-03-31 | → |
| 118 | STORDAHL CAPITAL MANAGEMENT, INC. | GREENWOOD VILLAGE | 287916 | $675.9M | 11 | 2026-03-31 | → |
| 119 | FOCUSED ALPHA, LLC | GREENWOOD VILLAGE | 310591 | $663.9M | 8 | 2026-03-31 | → |
| 120 | PROPRIETARY CAPITAL, LLC | DENVER | 125139 | $651.8M | 19 | 2026-05-31 | → |
| 121 | CEDRUS HOLDING CO, LLC | LITTLETON | 312878 | $651.1M | 17 | 2025-02-28 | → |
| 122 | LEGACY WEALTH PARTNERS, LLC | LAKEWOOD | 333032 | $646.0M | 15 | 2026-02-28 | → |
| 123 | TRIUMPH CAPITAL MANAGEMENT | DENVER | 282814 | $645.6M | 18 | 2026-03-31 | → |
| 124 | COLORADO CAPITAL MANAGEMENT, INC. | BOULDER | 114011 | $638.4M | 10 | 2026-02-28 | → |
| 125 | ROSEL WEALTH MANAGEMENT, LLC | HIGHLANDS RANCH | 291065 | $630.2M | 4 | 2026-04-30 | → |
| 126 | IMPACT CAPITAL PARTNERS LLC | GREENWOOD VILLAGE | 329616 | $625.6M | 5 | 2026-03-31 | → |
| 127 | PVG ASSET MANAGEMENT CORP | CENTENNIAL | 105541 | $624.9M | 9 | 2026-05-31 | → |
| 128 | ALTUS WEALTH GROUP, LLC | COLORADO SPRINGS | 287848 | $620.1M | 7 | 2026-06-30 | → |
| 129 | ENVOY ADVISORY INC. | COLORADO SPRINGS | 306559 | $615.0M | 23 | 2026-03-31 | → |
| 130 | WEALTH WATCH ADVISORS, INC | ENGLEWOOD | 172002 | $612.4M | 62 | 2026-03-31 | → |
| 131 | FINANCIAL SECURITY MANAGEMENT, INC | LAKEWOOD | 116570 | $611.5M | 7 | 2026-05-31 | → |
| 132 | TUCKER ASSET MANAGEMENT LLC | LITTLETON | 174844 | $603.6M | 80 | 2026-06-30 | → |
| 133 | INTERGY PRIVATE WEALTH, LLC | COLORADO SPRINGS | 315698 | $602.6M | 8 | 2026-03-31 | → |
| 134 | OWL CREEK WEALTH PARTNERS LLC | DENVER | 331850 | $602.3M | 5 | 2026-06-30 | → |
| 135 | JPL WEALTH MANAGEMENT, LLC | GREENWOOD VILLAGE | 328474 | $587.9M | 6 | 2026-03-31 | → |
| 136 | WAMBOLT & ASSOCIATES, LLC | LITTLETON | 153454 | $586.8M | 13 | 2025-03-31 | → |
| 137 | KEYSTONE GLOBAL PARTNERS LLC | DENVER | 153147 | $580.5M | 4 | 2026-04-30 | → |
| 138 | EDGEROCK CAPITAL LLC | DENVER | 312325 | $578.9M | 20 | 2026-06-30 | → |
| 139 | FREIF ADVISORS LLC | DENVER | 340426 | $569.9M | 69 | 2026-05-31 | → |
| 140 | A & I FINANCIAL SERVICES, LLC | LONE TREE | 148357 | $560.0M | 9 | 2026-04-30 | → |
| 141 | SATURN FIVE ADVISORS LLC | DENVER | 322348 | $556.1M | 21 | 2026-03-31 | → |
| 142 | TANDEM FINANCIAL, LLC | GREENWOOD VILLAGE | 292565 | $541.8M | 6 | 2026-06-30 | → |
| 143 | OAKWOOD REAL ESTATE PARTNERS, LLC | DENVER | 169387 | $540.2M | 7 | 2026-03-31 | → |
| 144 | GALLACHER CAPITAL MANAGEMENT LLC | LONE TREE | 113189 | $539.0M | 14 | 2026-03-31 | → |
| 145 | ORIGIN CREDIT ADVISERS, LLC | DENVER | 324839 | $538.0M | 8 | 2026-03-31 | → |
| 146 | HINDS FINANCIAL GROUP INC | LAKEWOOD | 129971 | $536.9M | 10 | 2025-12-31 | → |
| 147 | CRESCAT PORTFOLIO MANAGEMENT LLC | DENVER | 139620 | $536.1M | 10 | 2026-03-31 | → |
| 148 | DENVER WEALTH MANAGEMENT, INC. | DENVER | 284868 | $529.8M | 18 | 2026-04-30 | → |
| 149 | ROSECAP INVESTMENT ADVISORS, LLC | GRAND JUNCTION | 152054 | $527.5M | 8 | 2026-03-31 | → |
| 150 | ONE BOW RIVER ADVISERS, LLC. | COLORADO SPRINGS | 333311 | $525.9M | 34 | 2026-06-30 | → |
| 151 | DENVER PWM, LLC | DENVER | 171139 | $524.4M | 6 | 2026-03-31 | → |
| 152 | WAKEFIELD WEALTH MANAGEMENT, LLLP | ENGLEWOOD | 173997 | $512.9M | 10 | 2026-03-31 | → |
| 153 | FAMILY FINANCIAL SOLUTIONS GROUP, LLC | DURANGO | 172725 | $500.7M | 1 | 2026-03-31 | → |
| 154 | ACORN CREEK CAPITAL LLC | FORT COLLINS | 325809 | $488.7M | 5 | 2026-01-31 | → |
| 155 | EMERALD HILL CAPITAL PARTNERS HOLDINGS, LLC | LAKEWOOD | 298843 | $476.0M | 3 | 2026-03-31 | → |
| 156 | G&S CAPITAL LLC | DENVER | 171033 | $475.6M | 9 | 2026-05-31 | → |
| 157 | TOWLE & CO | DENVER | 110862 | $473.7M | 9 | 2026-06-30 | → |
| 158 | GLOBAL WEALTH STRATEGIES AND ASSOCIATES, LLC | DENVER | 316072 | $457.0M | 10 | 2026-05-31 | → |
| 159 | WAKEFIELD ASSET MANAGEMENT, LLLP | ENGLEWOOD | 143720 | $454.0M | 11 | 2026-03-31 | → |
| 160 | AVANT MANAGEMENT LLC | DENVER | 330991 | $449.0M | 8 | 2026-04-30 | → |
| 161 | PETRA FINANCIAL ADVISORS INC | COLORADO SPRINGS | 107196 | $447.2M | 15 | 2026-03-31 | → |
| 162 | COORDINATED FINANCIAL SERVICES, INC. | DENVER | 147881 | $427.3M | 4 | 2026-03-31 | → |
| 163 | SHEARWATER CAPITAL, LLC | DENVER | 115399 | $427.3M | 4 | 2026-03-31 | → |
| 164 | STARK RICHARD JOSEPH | ENGLEWOOD | 107636 | $426.1M | 4 | 2025-03-31 | → |
| 165 | CASCADE INVESTMENT GROUP, INC. | COLORADO SPRINGS | 35844 | $419.9M | 6 | 2026-03-31 | → |
| 166 | JUPITER WEALTH MANAGEMENT, LLC | GLENDALE | 299220 | $416.8M | 4 | 2026-03-31 | → |
| 167 | MAXQ ASSET MANAGEMENT LLC | GREENWOOD VILLAGE | 336560 | $407.7M | 1 | 2026-03-31 | → |
| 168 | NOBLE WEALTH MANAGEMENT P.B.C. | GREENWOOD VILLAGE | 322607 | $400.5M | 5 | 2026-02-28 | → |
| 169 | CAUSEY WEALTH LLC | GREENWOOD VILLAGE | 331134 | $393.2M | 7 | 2026-04-30 | → |
| 170 | PRUDENT MAN INVESTMENT MANAGEMENT INC | LOUSIVILLE | 104574 | $390.2M | 4 | 2026-03-31 | → |
| 171 | RALLYDAY PARTNERS, LLC | DENVER | 307309 | $384.1M | 19 | 2026-03-31 | → |
| 172 | DESTINY CAPITAL CORPORATION | DENVER | 111196 | $382.2M | 11 | 2026-06-30 | → |
| 173 | RESOLUTE CAPITAL ASSET PARTNERS LLC | DENVER | 298866 | $380.9M | 8 | 2026-06-30 | → |
| 174 | KEYSTONE FINANCIAL SERVICES | LOVELAND | 310623 | $379.2M | 4 | 2026-05-31 | → |
| 175 | PRIMARK ADVISORS, LLC | DENVER | 309653 | $371.6M | 12 | 2026-03-31 | → |
| 176 | HELM INVESTMENT MANAGEMENT, LLC | DENVER | 141773 | $370.8M | 3 | 2026-03-31 | → |
| 177 | COSNER FINANCIAL GROUP, LLC | WINDSOR | 147942 | $369.8M | 5 | 2026-02-28 | → |
| 178 | M.Z. KARK & ASSOCIATES, INC | DENVER | 106627 | $369.6M | 4 | 2026-05-31 | → |
| 179 | INTEGRITY WEALTH SOLUTIONS LLC | DENVER | 284862 | $369.0M | 2 | 2026-03-31 | → |
| 180 | COLLEGIATE PEAKS ASSET MANAGEMENT, LLC | DENVER | 322086 | $365.1M | 3 | 2026-03-31 | → |
| 181 | TRAIL RIDGE INVESTMENT ADVISORS, LLC | FORT COLLINS | 284741 | $352.9M | 11 | 2026-03-31 | → |
| 182 | CHERRY CREEK INVESTMENT ADVISORS INC | ENGLEWOOD | 107426 | $351.9M | 3 | 2026-05-31 | → |
| 183 | PANORAMIC INVESTMENT ADVISORS, LLC | GLENDALE | 290770 | $350.6M | 12 | 2026-03-31 | → |
| 184 | JACKSON CREEK INVESTMENT ADVISORS LLC | CASTLE ROCK | 309116 | $349.0M | 6 | 2026-03-31 | → |
| 185 | GAINLINE FINANCIAL PARTNERS, LLC | LOUISVILLE | 326716 | $348.6M | 6 | 2026-06-30 | → |
| 186 | BOULDER WEALTH ADVISORS, LLC | BOULDER | 115069 | $337.9M | 4 | 2026-03-31 | → |
| 187 | LEH III MANAGEMENT LLC | ENGLEWOOD | 341093 | $335.9M | 14 | 2026-06-30 | → |
| 188 | CIMARRON WEALTH MANAGEMENT, INC. | MONTROSE | 299627 | $327.3M | 14 | 2026-05-31 | → |
| 189 | WHIPPLEWOOD ADVISORS, LLC | LITTLETON | 282860 | $324.5M | 6 | 2026-05-31 | → |
| 190 | CRESALTA INVESTMENT MANAGEMENT, INC. | GREENWOOD VILLAGE | 339872 | $323.4M | 5 | 2026-06-30 | → |
| 191 | M4A3 LLC | BOULDER | 336172 | $322.0M | 6 | 2026-03-31 | → |
| 192 | THEORY FINANCIAL LLC | FORT COLLINS | 304084 | $319.2M | 3 | 2026-03-31 | → |
| 193 | LINCOLN ENERGY HOLDINGS LLC | ENGLEWOOD | 333026 | $315.3M | 12 | 2026-05-31 | → |
| 194 | ASPEN WEALTH STRATEGIES, LLC | ARVADA | 307424 | $312.2M | 7 | 2026-02-28 | → |
| 195 | SYNERGY FINANCIAL PARTNERS, LLC | DENVER | 305287 | $308.7M | 5 | 2026-03-31 | → |
| 196 | VARRA WEALTH MANAGEMENT LLC | LOUISVILLE | 324044 | $305.6M | 8 | 2026-05-31 | → |
| 197 | BROADVIEW WEALTH PARTNERS, LLC | BOULDER | 335028 | $304.7M | 7 | 2026-03-31 | → |
| 198 | MICA CREEK CAPITAL LLC | STEAMBOAT SPRINGS | 325642 | $300.5M | 4 | 2026-06-30 | → |
| 199 | ROUBAIX CAPITAL, LLC | DENVER | 269879 | $298.9M | 7 | 2026-03-31 | → |
| 200 | MARSHALL INVESTMENT MANAGEMENT, LLC | GREENWOOD VILLAGE | 174817 | $298.0M | 8 | 2026-06-30 | → |
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