Research Report · 2026-06-30
Institutional Registered Investment Advisers in Denver
SEC-registered investment advisers in Denver ranked by reported institutional client assets.
Firms
71
Total AUM
$726.26B
Median AUM
$645.6M
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 | PUBLIC TRUST ADVISORS, LLC | DENVER | 159189 | $104.24B | 157 | 2026-04-30 | → |
| 3 | MERCER GLOBAL ADVISORS INC. | DENVER | 147363 | $84.40B | 1,429 | 2026-05-31 | → |
| 4 | BEAR CREEK ASSET MANAGEMENT, LLC | DENVER | 137677 | $5.19B | 8 | 2026-03-31 | → |
| 5 | IMA ADVISORY SERVICES, INC. | DENVER | 112091 | $3.90B | 50 | 2026-05-31 | → |
| 6 | NZS CAPITAL LLC | DENVER | 305093 | $4.06B | 9 | 2026-04-30 | → |
| 7 | ALPS ADVISORS, INC. | DENVER | 134340 | $38.83B | 73 | 2026-03-31 | → |
| 8 | ARROWMARK COLORADO HOLDINGS, LLC | DENVER | 149120 | $21.02B | 95 | 2026-03-31 | → |
| 9 | BUCK WEALTH STRATEGIES, LLC | DENVER | 322138 | $1.64B | 102 | 2026-06-30 | → |
| 10 | ALPHA CAPITAL MANAGEMENT GROUP LLC | DENVER | 283624 | $734.4M | 3 | 2026-03-31 | → |
| 11 | BOK FINANCIAL PRIVATE WEALTH, INC. | DENVER | 106733 | $3.72B | 37 | 2026-03-31 | → |
| 12 | WALKER & DUNLOP INVESTMENT PARTNERS, INC. | DENVER | 165022 | $2.70B | 36 | 2026-03-31 | → |
| 13 | CCM PARTNERS, LP | DENVER | 104720 | $6.52B | 48 | 2026-05-31 | → |
| 14 | NORTHWOOD INVESTORS LLC | DENVER | 161406 | $8.97B | 107 | 2026-03-31 | → |
| 15 | CAMBIAR INVESTORS, LLC | DENVER | 115093 | $2.92B | 28 | 2026-03-31 | → |
| 16 | MARSICO CAPITAL MANAGEMENT, LLC | DENVER | 109250 | $4.26B | 26 | 2026-05-31 | → |
| 17 | SPRUCEVIEW CAPITAL PARTNERS LLC | DENVER | 171963 | $2.34B | 25 | 2026-03-31 | → |
| 18 | ELEVATION POINT WEALTH PARTNERS, LLC | DENVER | 137068 | $8.29B | 91 | 2026-06-30 | → |
| 19 | GILL CAPITAL PARTNERS, LLC | DENVER | 14559 | $862.4M | 17 | 2026-03-31 | → |
| 20 | BULLSEYE ASSET MANAGEMENT LLC | DENVER | 153990 | $183.9M | 2 | 2026-06-30 | → |
| 21 | ALIGN IMPACT, LLC | DENVER | 176516 | $715.4M | 20 | 2026-04-30 | → |
| 22 | UNITING WEALTH PARTNERS LLC | DENVER | 332317 | $934.6M | 23 | 2026-06-30 | → |
| 23 | SHARKEY HOWES & JAVER INC | DENVER | 106050 | $1.13B | 14 | 2026-04-30 | → |
| 24 | TILLMAN HARTLEY LLC | DENVER | 109479 | $746.3M | 5 | 2026-03-31 | → |
| 25 | TOWLE & CO | DENVER | 110862 | $473.7M | 9 | 2026-06-30 | → |
| 26 | CAPITAL INVESTMENT COUNSEL, LLC | DENVER | 328472 | $1.35B | 8 | 2026-03-31 | → |
| 27 | MICHAUD CAPITAL MANAGEMENT LLC | DENVER | 159828 | $2.44B | 19 | 2026-03-31 | → |
| 28 | ELK RIVER WEALTH MANAGEMENT LLC | DENVER | 307263 | $971.3M | 11 | 2026-02-28 | → |
| 29 | RCF MANAGEMENT, LLC | DENVER | 161007 | $1.76B | 49 | 2026-03-31 | → |
| 30 | DENVER PWM, LLC | DENVER | 171139 | $524.4M | 6 | 2026-03-31 | → |
| 31 | COLLEGIATE PEAKS ASSET MANAGEMENT, LLC | DENVER | 322086 | $365.1M | 3 | 2026-03-31 | → |
| 32 | GHP INVESTMENT ADVISORS INC | DENVER | 107563 | $3.06B | 25 | 2026-03-31 | → |
| 33 | 1888 INVESTMENTS, LLC | DENVER | 312491 | $5.91B | 13 | 2026-03-31 | → |
| 34 | KEYSTONE GLOBAL PARTNERS LLC | DENVER | 153147 | $580.5M | 4 | 2026-04-30 | → |
| 35 | CAPITAL ASSET MANAGEMENT, LLC | DENVER | 284505 | $208.8M | 5 | 2026-03-31 | → |
| 36 | TRIUMPH CAPITAL MANAGEMENT | DENVER | 282814 | $645.6M | 18 | 2026-03-31 | → |
| 37 | JOHNSON FINANCIAL GROUP LLC | DENVER | 125101 | $4.53B | 62 | 2026-05-31 | → |
| 38 | COLUMBIA BENEFITS, LLC | DENVER | 132261 | $116.2M | 1 | 2026-03-31 | → |
| 39 | SANCTUARY WEALTH ADVISORS LLC | DENVER | 285428 | $191.5M | 2 | 2026-03-31 | → |
| 40 | SYNERGY FINANCIAL PARTNERS, LLC | DENVER | 305287 | $308.7M | 5 | 2026-03-31 | → |
| 41 | INSTITUTE FOR WEALTH MANAGEMENT LLC | DENVER | 127207 | $1.37B | 19 | 2026-06-30 | → |
| 42 | EDGEROCK CAPITAL LLC | DENVER | 312325 | $578.9M | 20 | 2026-06-30 | → |
| 43 | CRUSONIA WEALTH ADVISORS LLC | DENVER | 330057 | $1.18B | 20 | 2026-03-31 | → |
| 44 | COLORADO WEALTH GROUP, LLC | DENVER | 310024 | $235.3M | 11 | 2025-12-31 | → |
| 45 | ALTIUS FINANCIAL, INC. | DENVER | 113268 | $212.2M | 3 | 2026-03-31 | → |
| 46 | TRG INVESTMENT ADVISORS, LLC | DENVER | 315629 | $167.1M | 6 | 2026-05-31 | → |
| 47 | CRESCAT PORTFOLIO MANAGEMENT LLC | DENVER | 139620 | $536.1M | 10 | 2026-03-31 | → |
| 48 | CLASS VI FAMILY OFFICE, LLC | DENVER | 285035 | $1.50B | 9 | 2026-02-28 | → |
| 49 | OWL CREEK WEALTH PARTNERS LLC | DENVER | 331850 | $602.3M | 5 | 2026-06-30 | → |
| 50 | ISRAEL INVESTMENT ADVISORS, LLC | DENVER | 153952 | $96.3M | 4 | 2026-03-31 | → |
| 51 | WORLD CAPITAL ADVISORS, LLC | DENVER | 135941 | $72.0M | 1 | 2026-03-31 | → |
| 52 | SHEARWATER CAPITAL, LLC | DENVER | 115399 | $427.3M | 4 | 2026-03-31 | → |
| 53 | PEAK FINANCIAL ADVISORS, LLC | DENVER | 115207 | $268.8M | 3 | 2026-03-31 | → |
| 54 | INVESTMENT RESEARCH CORP | DENVER | 108208 | $76.3M | 21 | 2026-03-31 | → |
| 55 | MAIA WEALTH, LLC | DENVER | 292817 | $973.0M | 43 | 2026-05-31 | → |
| 56 | PETERSON FINANCIAL SERVICES LLC | DENVER | 106127 | $124.0M | 2 | 2026-02-28 | → |
| 57 | CDKV HOLDINGS LLC | DENVER | 299856 | $187.5M | 2 | 2026-03-31 | → |
| 58 | LOTUSGROUP ADVISORS, LLC | DENVER | 143379 | $286.0M | 10 | 2026-06-30 | → |
| 59 | J.F. WILLIAMS CO., INC. | DENVER | 113569 | $286.5M | 4 | 2026-03-31 | → |
| 60 | COORDINATED FINANCIAL SERVICES, INC. | DENVER | 147881 | $427.3M | 4 | 2026-03-31 | → |
| 61 | G&S CAPITAL LLC | DENVER | 171033 | $475.6M | 9 | 2026-05-31 | → |
| 62 | M.Z. KARK & ASSOCIATES, INC | DENVER | 106627 | $369.6M | 4 | 2026-05-31 | → |
| 63 | IMPACTFOLIO LLC | DENVER | 291716 | $288.9M | 3 | 2026-02-28 | → |
| 64 | BRUCE G. ALLEN INVESTMENTS, LLC | DENVER | 287859 | $258.1M | 2 | 2026-03-31 | → |
| 65 | PARAGON CAPITAL MANAGEMENT | DENVER | 105147 | $1.32B | 6 | 2026-03-31 | → |
| 66 | HIGGINS & SCHMIDT WEALTH STRATEGIES LLC | DENVER | 286063 | $279.5M | 6 | 2026-03-31 | → |
| 67 | ROUBAIX CAPITAL, LLC | DENVER | 269879 | $298.9M | 7 | 2026-03-31 | → |
| 68 | INTEGRITY WEALTH SOLUTIONS LLC | DENVER | 284862 | $369.0M | 2 | 2026-03-31 | → |
| 69 | VENTANA PRIVATE WEALTH LLC | DENVER | 311878 | $158.6M | 3 | 2026-03-31 | → |
| 70 | ALPINE WEALTH ADVISORS, LLC | DENVER | 105433 | $115.7M | 1 | 2026-03-31 | → |
| 71 | DENVER WEALTH MANAGEMENT, INC. | DENVER | 284868 | $529.8M | 18 | 2026-04-30 | → |
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