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 | |
|---|---|---|---|---|---|---|---|
| 201 | ALPHA CAPITAL FAMILY OFFICE, LLC | GREENWOOD VILLAGE | 307521 | $295.9M | 15 | 2026-06-30 | → |
| 202 | KILTERHOWLING LLC | BOULDER | 169684 | $292.9M | 4 | 2026-03-31 | → |
| 203 | IMPACTFOLIO LLC | DENVER | 291716 | $288.9M | 3 | 2026-02-28 | → |
| 204 | RESOURCE LAND HOLDINGS, LLC | DENVER | 277109 | $287.3M | 10 | 2026-03-31 | → |
| 205 | J.F. WILLIAMS CO., INC. | DENVER | 113569 | $286.5M | 4 | 2026-03-31 | → |
| 206 | JIM SAULNIER & ASSOCIATES, LLC | FORT COLLINS | 169889 | $286.4M | 7 | 2026-06-30 | → |
| 207 | LOTUSGROUP ADVISORS, LLC | DENVER | 143379 | $286.0M | 10 | 2026-06-30 | → |
| 208 | BESPOKE ADVISORY LLC | EVERGREEN | 323909 | $284.0M | 9 | 2026-04-30 | → |
| 209 | VITAL INVESTMENT MANAGEMENT LLC | LOVELAND | 300811 | $283.9M | 8 | 2026-03-31 | → |
| 210 | BEAR CREEK FUND ADVISORS LLC | DENVER | 329844 | $282.5M | 12 | 2026-05-31 | → |
| 211 | HIGGINS & SCHMIDT WEALTH STRATEGIES LLC | DENVER | 286063 | $279.5M | 6 | 2026-03-31 | → |
| 212 | RYAN INVESTMENT MANAGEMENT, INC. | BASALT | 115755 | $272.0M | 7 | 2026-04-30 | → |
| 213 | PARSONEX ADVISORY SERVICES, INC. | ENGLEWOOD | 160275 | $271.3M | 24 | 2026-06-30 | → |
| 214 | PEAK FINANCIAL ADVISORS, LLC | DENVER | 115207 | $268.8M | 3 | 2026-03-31 | → |
| 215 | EVERGREEN PRIVATE WEALTH LLC | GREENWOOD VILLAGE | 324777 | $264.7M | 4 | 2026-02-28 | → |
| 216 | THE WEALTH CONSERVANCY, INC. | BOULDER | 112024 | $260.0M | 6 | 2026-02-28 | → |
| 217 | BRUCE G. ALLEN INVESTMENTS, LLC | DENVER | 287859 | $258.1M | 2 | 2026-03-31 | → |
| 218 | GREEN ALPHA ADVISORS, LLC | NIWOT | 144413 | $253.9M | 4 | 2026-06-30 | → |
| 219 | SHENANDOAH ENERGY MANAGEMENT, LLC | HIGHLANDS RANCH | 332901 | $253.9M | 12 | 2026-06-30 | → |
| 220 | ALPHA PRINCIPLE, LLC | ENGLEWOOD | 317053 | $253.3M | 6 | 2025-03-31 | → |
| 221 | UNLESS MANAGEMENT LP | BOULDER | 318549 | $252.7M | 4 | 2026-06-30 | → |
| 222 | THE STONE CREEK GROUP, LLC | ENGLEWOOD | 182512 | $250.6M | 5 | 2026-05-31 | → |
| 223 | TORO WEST CAPITAL ADVISORS, LLC | LOUISVILLE | 331265 | $245.7M | 4 | 2026-04-30 | → |
| 224 | CAPITAL FINANCIAL GROUP, INC. | LITTLETON | 111709 | $237.4M | 5 | 2026-04-30 | → |
| 225 | ELDERADO FINANCIAL, INC | MONTROSE | 112908 | $237.2M | 5 | 2026-02-28 | → |
| 226 | COLORADO WEALTH GROUP, LLC | DENVER | 310024 | $235.3M | 11 | 2025-12-31 | → |
| 227 | PEAK INVESTMENT ADVISORS, INC. | COLORADO SPRINGS | 113967 | $234.6M | 2 | 2026-03-31 | → |
| 228 | BONFIRE FINANCIAL, LLC | COLORADO SPRINGS | 288522 | $234.0M | 4 | 2026-05-31 | → |
| 229 | BXM WEALTH LLC | ENGLEWOOD | 332544 | $231.3M | 4 | 2026-01-31 | → |
| 230 | SEVENTWO LLC | DENVER | 328900 | $230.4M | 7 | 2026-06-30 | → |
| 231 | GILPIN WEALTH MANAGEMENT LLC | GOLDEN | 311336 | $227.2M | 4 | 2026-03-31 | → |
| 232 | RED MOUNTAIN FINANCIAL PARTNERS, LLC | DURANGO | 174672 | $225.6M | 3 | 2026-03-31 | → |
| 233 | ARROWMARK ASSET MANAGEMENT, LLC | DENVER | 307161 | $224.4M | 5 | 2026-03-31 | → |
| 234 | MCALVANY WEALTH MANAGEMENT, LLC | DURANGO | 146021 | $224.2M | 5 | 2026-03-31 | → |
| 235 | THORNBURG BOW RIVER ADVISERS, LLC. | DENVER | 332879 | $224.2M | 29 | 2026-05-31 | → |
| 236 | JHP WEALTH MANAGEMENT, LLC | CENTENNIAL | 298784 | $223.8M | 1 | 2026-02-28 | → |
| 237 | ESSENTIAL INVESTMENT PARTNERS, LLC | ENGLEWOOD | 149509 | $223.0M | 3 | 2026-03-31 | → |
| 238 | THREE PEAKS CAPITAL MANAGEMENT, LLC | CASTLE ROCK | 127402 | $222.9M | 5 | 2026-03-31 | → |
| 239 | HIGHPASS ASSET MANAGEMENT LLC | DENVER | 159535 | $218.2M | 2 | 2026-05-31 | → |
| 240 | CALLAHAN CAPITAL MANAGEMENT INC | STEAMBOAT SPRINGS | 110568 | $217.5M | 5 | 2026-03-31 | → |
| 241 | FFG RETIREMENT ADVISORS LLC | CENTENNIAL | 308305 | $216.5M | 5 | 2026-02-28 | → |
| 242 | CONSILIUM, LLC | BOULDER | 304503 | $215.0M | 1 | 2026-03-31 | → |
| 243 | CEDARWOOD WEALTH LLC | HIGHLANDS RANCH | 334756 | $213.4M | 3 | 2026-06-30 | → |
| 244 | ALTIUS FINANCIAL, INC. | DENVER | 113268 | $212.2M | 3 | 2026-03-31 | → |
| 245 | FIDELIS WEALTH ADVISORS, LLC | CASTLE ROCK | 292551 | $210.4M | 5 | 2026-03-31 | → |
| 246 | CAPITAL ASSET MANAGEMENT, LLC | DENVER | 284505 | $208.8M | 5 | 2026-03-31 | → |
| 247 | BAUER WEALTH MANAGEMENT INC. | COLORADO SPRINGS | 152977 | $205.9M | 3 | 2026-05-31 | → |
| 248 | MERCER ADVISORS PRIVATE ASSET MANAGEMENT, INC. | DENVER | 327830 | $205.6M | 1 | 2026-06-30 | → |
| 249 | THE WILLIAM ALLAN CORPORATION | FORT COLLINS | 133147 | $204.4M | 12 | 2026-04-30 | → |
| 250 | WAZEE STREET CAPITAL MANAGEMENT LLC | GREENWOOD VILLAGE | 159165 | $203.4M | 4 | 2026-04-30 | → |
| 251 | BAM WEALTH MANAGEMENT LLC | LAKEWOOD | 330237 | $202.0M | 16 | 2026-06-30 | → |
| 252 | WELCH FINANCIAL PLANNING, LLC | BOULDER | 329418 | $198.1M | 6 | 2026-06-30 | → |
| 253 | HINCHLEY ADVISORY GROUP, LLC | CENTENNIAL | 157860 | $193.1M | 5 | 2026-04-30 | → |
| 254 | SANCTUARY WEALTH ADVISORS LLC | DENVER | 285428 | $191.5M | 2 | 2026-03-31 | → |
| 255 | WISDOM WEALTH STRATEGIES, LLC | GREENWOOD VILLAGE | 170230 | $190.5M | 2 | 2026-02-28 | → |
| 256 | VANGUARD CAPITAL WEALTH ADVISORS, LLC | DENVER | 285052 | $190.4M | 5 | 2026-03-31 | → |
| 257 | ROCKWOOD EQUITY PARTNERS LLC | DENVER | 163846 | $189.8M | 13 | 2026-03-31 | → |
| 258 | CDKV HOLDINGS LLC | DENVER | 299856 | $187.5M | 2 | 2026-03-31 | → |
| 259 | RED MOUNTAIN FINANCIAL, LLC | FORT COLLINS | 277100 | $184.4M | 1 | 2026-03-31 | → |
| 260 | BULLSEYE ASSET MANAGEMENT LLC | DENVER | 153990 | $183.9M | 2 | 2026-06-30 | → |
| 261 | ELEVATE CAPITAL ADVISORS, INC. | EAGLE | 288190 | $183.3M | 6 | 2026-05-31 | → |
| 262 | HOFFMANN HERMANSON LLC | DENVER | 130484 | $183.0M | 2 | 2026-04-30 | → |
| 263 | CORNERSTONE INVESTMENT ADVISORS, LLC | BOULDER | 116447 | $180.8M | 2 | 2026-03-31 | → |
| 264 | ACCELERATED WEALTH ADVISORS LLC | COLORADO SPRINGS | 170022 | $180.5M | 10 | 2026-05-31 | → |
| 265 | SILVERPEAK WEALTH ADVISORS, LLC | BOULDER | 170732 | $177.4M | 3 | 2026-02-28 | → |
| 266 | DOWNING STREET WEALTH MANAGEMENT LLC | GREENWOOD VILLAGE | 152983 | $175.6M | 2 | 2026-03-31 | → |
| 267 | LION EQUITY INVESTMENT ADVISORS, LLC | DENVER | 283404 | $173.5M | 12 | 2026-03-31 | → |
| 268 | AUTHENTIC COUNSEL, LLC | GREENWOOD VILLAGE | 173306 | $172.6M | 8 | 2026-03-31 | → |
| 269 | INTENTIONAL WEALTH STRATEGIES | COLORADO SPRINGS | 327743 | $171.3M | 4 | 2026-03-31 | → |
| 270 | COHESION WEALTH MANAGEMENT, LLC | BROOMFIELD | 308980 | $171.0M | 5 | 2026-03-31 | → |
| 271 | WEST END WEALTH MANAGEMENT, LLC | DENVER | 234791 | $170.4M | 2 | 2026-02-28 | → |
| 272 | LARIMER CAPITAL CORP | DENVER | 18189 | $169.9M | 4 | 2026-03-31 | → |
| 273 | PLANWISER FINANCIAL, LLC | COLORADO SPRINGS | 331675 | $169.1M | 4 | 2026-03-31 | → |
| 274 | RIGDEN ENTERPRISES | ENGLEWOOD | 326930 | $168.9M | 6 | 2026-06-30 | → |
| 275 | TRG INVESTMENT ADVISORS, LLC | DENVER | 315629 | $167.1M | 6 | 2026-05-31 | → |
| 276 | PEAK CAPITAL MANAGEMENT, LLC | GREENWOOD VILLAGE | 141488 | $165.2M | 5 | 2026-03-31 | → |
| 277 | FINANCIALLY SPEAKING INC | GREENWOOD VILLAGE | 106255 | $164.8M | 5 | 2026-03-31 | → |
| 278 | COACHMAN ENERGY PARTNERS LLC | GREENWOOD VILLAGE | 169786 | $162.4M | 22 | 2024-12-31 | → |
| 279 | COLLIER FINANCIAL, INC | DENVER | 175207 | $160.5M | 2 | 2026-03-31 | → |
| 280 | SEASON INVESTMENTS, LLC | COLORADO SPRINGS | 158070 | $159.7M | 3 | 2026-03-31 | → |
| 281 | ZIDEL FINANCIAL, INC. | BRECKENRIDGE | 135047 | $159.6M | 1 | 2026-03-31 | → |
| 282 | VENTANA PRIVATE WEALTH LLC | DENVER | 311878 | $158.6M | 3 | 2026-03-31 | → |
| 283 | PERSPECTIVE WEALTH ADVISORS LLC | LOVELAND | 332574 | $158.0M | 7 | 2026-03-31 | → |
| 284 | LOTUSGROUP CAPITAL, LLC | DENVER | 298973 | $156.7M | 8 | 2026-05-31 | → |
| 285 | BUTLER FINANCIAL SERVICES, INC. | DENVER | 118244 | $154.7M | 4 | 2026-03-31 | → |
| 286 | QUISH & CO. LLC | BOULDER | 146212 | $154.2M | 1 | 2026-03-31 | → |
| 287 | FIRST SOURCE INVESTMENT PARTNERS, LLC | LONE TREE | 322893 | $154.0M | 4 | 2026-03-31 | → |
| 288 | INFINIUM INVESTMENT ADVISORS, LLC | DENVER | 149123 | $152.4M | 2 | 2026-05-31 | → |
| 289 | FINANCIAL PLANNING FORT COLLINS, LLC | FORT COLLINS | 283890 | $151.7M | 4 | 2026-03-31 | → |
| 290 | OUTBOUND FINANCIAL, INC. | BOULDER | 287697 | $151.2M | 1 | 2026-03-31 | → |
| 291 | ASSET MANAGEMENT GROUP INVESTMENT CORP. | GREENWOOD VILLAGE | 168369 | $151.2M | 2 | 2025-12-31 | → |
| 292 | PALLER FINANCIAL SERVICES, INC. | CENTENNIAL | 161531 | $147.9M | 6 | 2026-02-28 | → |
| 293 | FIT ASSET MANAGEMENT, LLC | CENTENNIAL | 281494 | $147.4M | 3 | 2026-03-31 | → |
| 294 | HORIZON WEALTH INVESTMENT SOLUTIONS LLC | DENVER | 333752 | $147.2M | 7 | 2026-05-31 | → |
| 295 | PARAMOUNT ASSOCIATES WEALTH MANAGEMENT, LLC | GREENWOOD VILLAGE | 288537 | $146.5M | 3 | 2026-03-31 | → |
| 296 | SUMMIT HILL WEALTH MANAGEMENT, LLC | GREENWOOD VILLAGE | 296740 | $145.7M | 4 | 2026-02-28 | → |
| 297 | TRAILWISE FINANCIAL PARTNERS, LLC | GOLDEN | 323530 | $144.8M | 4 | 2026-04-30 | → |
| 298 | PULLIAM FAMILY OFFICE, LLC | CRESTED BUTTE | 338839 | $141.7M | 3 | 2026-05-31 | → |
| 299 | CREDENTIALED WEALTH ADVISORS, LLC | JOHNSTOWN | 312517 | $139.8M | 4 | 2026-02-28 | → |
| 300 | TNL ASSET MANAGEMENT LLC | BOULDER | 137419 | $139.3M | 4 | 2026-02-28 | → |
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