Sleeve
Home/Largest Registered Investment Advisers in Denver
Research Report · 2026-06-30

Largest Registered Investment Advisers in Denver

Denver SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.

Firms
147
Total AUM
$896.96B
Median AUM
$569.9M
Latest Filing
2026-06-30
← PreviousPage 1 of 2 · 147 firmsNext →
Rank↕Firm NameCityCRD↕AUM↕Employees↕Latest Filing
1JANUS HENDERSON INVESTORS US LLCDENVER104652$380.43B1,0132026-06-30→
2PUBLIC TRUST ADVISORS, LLCDENVER159189$104.24B1572026-04-30→
3MERCER GLOBAL ADVISORS INC.DENVER147363$84.40B1,4292026-05-31→
4TRANSAMERICA ASSET MANAGEMENT, INC.DENVER107376$65.94B532026-05-31→
5ALPS ADVISORS, INC.DENVER134340$38.83B732026-03-31→
6KSL ADVISORS, LLCDENVER155677$25.61B1352026-06-30→
7ARROWMARK COLORADO HOLDINGS, LLCDENVER149120$21.02B952026-03-31→
8SMITH CAPITAL INVESTORS, LLCDENVER294402$13.11B302026-02-28→
9NORTHWOOD INVESTORS LLCDENVER161406$8.97B1072026-03-31→
10ELEVATION POINT WEALTH PARTNERS, LLCDENVER137068$8.29B912026-06-30→
11REVELSTOKE CAPITAL MANAGEMENT LLCDENVER173859$6.70B522026-06-30→
12CCM PARTNERS, LPDENVER104720$6.52B482026-05-31→
131888 INVESTMENTS, LLCDENVER312491$5.91B132026-03-31→
14BEAR CREEK ASSET MANAGEMENT, LLCDENVER137677$5.19B82026-03-31→
15JOHNSON FINANCIAL GROUP LLCDENVER125101$4.53B622026-05-31→
16IWP WEALTH MANAGEMENT LLCDENVER136314$4.32B332026-03-31→
17MARSICO CAPITAL MANAGEMENT, LLCDENVER109250$4.26B262026-05-31→
18BOW RIVER ASSET MANAGEMENT, LLCDENVER156765$4.20B692026-06-30→
19HARRISON STREET PRIVATE WEALTH LLCDENVER143857$4.14B352026-03-31→
20NZS CAPITAL LLCDENVER305093$4.06B92026-04-30→
21IMA ADVISORY SERVICES, INC.DENVER112091$3.90B502026-05-31→
22BOK FINANCIAL PRIVATE WEALTH, INC.DENVER106733$3.72B372026-03-31→
23SOURCEROCK GROUP LLCDENVER307575$3.11B162026-04-30→
24GHP INVESTMENT ADVISORS INCDENVER107563$3.06B252026-03-31→
25CAMBIAR INVESTORS, LLCDENVER115093$2.92B282026-03-31→
26WALKER & DUNLOP INVESTMENT PARTNERS, INC.DENVER165022$2.70B362026-03-31→
27PARALEL ADVISORS LLCDENVER315804$2.67B62026-01-31→
28MICHAUD CAPITAL MANAGEMENT LLCDENVER159828$2.44B192026-03-31→
29SPRUCEVIEW CAPITAL PARTNERS LLCDENVER171963$2.34B252026-03-31→
30EXCELLERE CAPITAL MANAGEMENT LLCDENVER142904$2.26B262026-03-31→
31CHERRY CREEK FAMILY OFFICES, LLCDENVER156310$2.02B162026-02-28→
32FREEDOM FUNDS MANAGEMENT CODENVER110785$1.90B92025-12-31→
33MAINLINE WEST FUND MANAGER LLCDENVER147532$1.77B52026-03-31→
34RCF MANAGEMENT, LLCDENVER161007$1.76B492026-03-31→
35BUCK WEALTH STRATEGIES, LLCDENVER322138$1.64B1022026-06-30→
36DELTA-V CAPITAL, LLCDENVER161800$1.57B182026-03-31→
37LAB QUANTITATIVE STRATEGIES, LLCDENVER312409$1.57B232026-03-31→
38FRONTRANGE CAPITAL ADVISERS, LLCDENVER162388$1.51B292026-03-31→
39PRV MANAGEMENT, L.P.DENVER160667$1.50B222026-03-31→
40CLASS VI FAMILY OFFICE, LLCDENVER285035$1.50B92026-02-28→
41MOUNTAINGATE MANAGEMENT CO., LLCDENVER294899$1.49B222026-03-31→
42INSTITUTE FOR WEALTH MANAGEMENT LLCDENVER127207$1.37B192026-06-30→
43CAPITAL INVESTMENT COUNSEL, LLCDENVER328472$1.35B82026-03-31→
44PARAGON CAPITAL MANAGEMENTDENVER105147$1.32B62026-03-31→
45OPHIR ASSET MANAGEMENT US LLCDENVER312619$1.27B52026-03-31→
46EVERWEST ADVISORS LLCDENVER167125$1.20B1092026-03-31→
47SACHEM HILL LLCDENVER174210$1.18B82026-03-31→
48CRUSONIA WEALTH ADVISORS LLCDENVER330057$1.18B202026-03-31→
49JFG WEALTH MANAGEMENT, LLCDENVER285023$1.16B472025-08-31→
50BOW RIVER ADVISERS, LLCDENVER325285$1.16B272026-03-31→
51IBEX INVESTORS LLCDENVER126496$1.16B232026-06-30→
52SHARKEY HOWES & JAVER INCDENVER106050$1.13B142026-04-30→
53CREST ROCK MANAGEMENT COMPANY LPDENVER305101$1.10B142026-05-31→
54DREAM U.S. MANAGER LLCDENVER314547$1.04B422026-03-31→
55BAYSWATER MANAGEMENT COMPANY LPDENVER285290$991.5M182026-03-31→
56MAIA WEALTH, LLCDENVER292817$973.0M432026-05-31→
57ELK RIVER WEALTH MANAGEMENT LLCDENVER307263$971.3M112026-02-28→
58UNITING WEALTH PARTNERS LLCDENVER332317$934.6M232026-06-30→
59GILL CAPITAL PARTNERS, LLCDENVER14559$862.4M172026-03-31→
60MANNA TREE PARTNERS, LLCDENVER299654$816.2M202026-03-31→
61FORUM CAPITAL ADVISORS LLCDENVER297582$815.2M692026-05-31→
62LAPIS ADVISERS, LPDENVER153710$789.5M122026-03-31→
63PRINCETON FUND ADVISORS, LLCDENVER157821$780.0M82026-03-31→
64TILLMAN HARTLEY LLCDENVER109479$746.3M52026-03-31→
65ALPHA CAPITAL MANAGEMENT GROUP LLCDENVER283624$734.4M32026-03-31→
66CLEAR CREEK WEALTH MANAGEMENT, LLCDENVER288335$722.5M92026-04-30→
67SENECA MANAGEMENT LLCDENVER160345$716.9M132026-03-31→
68ALIGN IMPACT, LLCDENVER176516$715.4M202026-04-30→
69PROPRIETARY CAPITAL, LLCDENVER125139$651.8M192026-05-31→
70TRIUMPH CAPITAL MANAGEMENTDENVER282814$645.6M182026-03-31→
71OWL CREEK WEALTH PARTNERS LLCDENVER331850$602.3M52026-06-30→
72KEYSTONE GLOBAL PARTNERS LLCDENVER153147$580.5M42026-04-30→
73EDGEROCK CAPITAL LLCDENVER312325$578.9M202026-06-30→
74FREIF ADVISORS LLCDENVER340426$569.9M692026-05-31→
75SATURN FIVE ADVISORS LLCDENVER322348$556.1M212026-03-31→
76OAKWOOD REAL ESTATE PARTNERS, LLCDENVER169387$540.2M72026-03-31→
77ORIGIN CREDIT ADVISERS, LLCDENVER324839$538.0M82026-03-31→
78CRESCAT PORTFOLIO MANAGEMENT LLCDENVER139620$536.1M102026-03-31→
79DENVER WEALTH MANAGEMENT, INC.DENVER284868$529.8M182026-04-30→
80DENVER PWM, LLCDENVER171139$524.4M62026-03-31→
81G&S CAPITAL LLCDENVER171033$475.6M92026-05-31→
82TOWLE & CODENVER110862$473.7M92026-06-30→
83GLOBAL WEALTH STRATEGIES AND ASSOCIATES, LLCDENVER316072$457.0M102026-05-31→
84AVANT MANAGEMENT LLCDENVER330991$449.0M82026-04-30→
85COORDINATED FINANCIAL SERVICES, INC.DENVER147881$427.3M42026-03-31→
86SHEARWATER CAPITAL, LLCDENVER115399$427.3M42026-03-31→
87RALLYDAY PARTNERS, LLCDENVER307309$384.1M192026-03-31→
88DESTINY CAPITAL CORPORATIONDENVER111196$382.2M112026-06-30→
89RESOLUTE CAPITAL ASSET PARTNERS LLCDENVER298866$380.9M82026-06-30→
90PRIMARK ADVISORS, LLCDENVER309653$371.6M122026-03-31→
91HELM INVESTMENT MANAGEMENT, LLCDENVER141773$370.8M32026-03-31→
92M.Z. KARK & ASSOCIATES, INCDENVER106627$369.6M42026-05-31→
93INTEGRITY WEALTH SOLUTIONS LLCDENVER284862$369.0M22026-03-31→
94COLLEGIATE PEAKS ASSET MANAGEMENT, LLCDENVER322086$365.1M32026-03-31→
95SYNERGY FINANCIAL PARTNERS, LLCDENVER305287$308.7M52026-03-31→
96ROUBAIX CAPITAL, LLCDENVER269879$298.9M72026-03-31→
97IMPACTFOLIO LLCDENVER291716$288.9M32026-02-28→
98RESOURCE LAND HOLDINGS, LLCDENVER277109$287.3M102026-03-31→
99J.F. WILLIAMS CO., INC.DENVER113569$286.5M42026-03-31→
100LOTUSGROUP ADVISORS, LLCDENVER143379$286.0M102026-06-30→

Related Lists

Registered Investment Advisers in New York CityRegistered Investment Advisers in Los AngelesRegistered Investment Advisers in ChicagoRegistered Investment Advisers in San FranciscoRegistered Investment Advisers in BostonRegistered Investment Advisers in Houston
Sleeve147 firms · 2026-06-30