Research Report · 2026-06-30
Largest Registered Investment Advisers in the Mountain West
SEC-registered investment advisers based in the Mountain West ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
700
Total AUM
$1.80T
Median AUM
$337.6M
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 | EMPOWER ADVISORY GROUP, LLC | GREENWOOD VILLAGE | 112058 | $195.43B | 8,051 | 2026-06-30 | → |
| 3 | PUBLIC TRUST ADVISORS, LLC | DENVER | 159189 | $104.24B | 157 | 2026-04-30 | → |
| 4 | MERCER GLOBAL ADVISORS INC. | DENVER | 147363 | $84.40B | 1,429 | 2026-05-31 | → |
| 5 | EMPOWER CAPITAL MANAGEMENT, LLC | GREENWOOD VILLAGE | 107272 | $77.96B | 319 | 2026-03-31 | → |
| 6 | TRANSAMERICA ASSET MANAGEMENT, INC. | DENVER | 107376 | $65.94B | 53 | 2026-05-31 | → |
| 7 | BRIDGE MULTIFAMILY FUND MANAGER LLC | SANDY | 159127 | $49.30B | 610 | 2026-04-30 | → |
| 8 | D.A. DAVIDSON & CO. | GREAT FALLS | 199 | $41.84B | 990 | 2026-01-31 | → |
| 9 | ALPS ADVISORS, INC. | DENVER | 134340 | $38.83B | 73 | 2026-03-31 | → |
| 10 | HRTG GPE, LLC | WILSON | 157389 | $27.10B | 26 | 2026-06-30 | → |
| 11 | KSL ADVISORS, LLC | DENVER | 155677 | $25.61B | 135 | 2026-06-30 | → |
| 12 | WASATCH ADVISORS LP | SALT LAKE CITY | 106081 | $23.35B | 96 | 2026-03-31 | → |
| 13 | ARROWMARK COLORADO HOLDINGS, LLC | DENVER | 149120 | $21.02B | 95 | 2026-03-31 | → |
| 14 | TOWNSQUARE CAPITAL, LLC | LEHI | 288576 | $18.07B | 53 | 2026-03-31 | → |
| 15 | KEYSTATE ADVISORY, LLC | LAS VEGAS | 156226 | $16.59B | 8 | 2026-03-31 | → |
| 16 | MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC | GREENWOOD VILLAGE | 149122 | $14.73B | 52 | 2026-06-30 | → |
| 17 | SMITH CAPITAL INVESTORS, LLC | DENVER | 294402 | $13.11B | 30 | 2026-02-28 | → |
| 18 | THE CAPROCK GROUP, LLC | BOISE | 124272 | $12.48B | 67 | 2026-03-31 | → |
| 19 | SOLTIS INVESTMENT ADVISORS, LLC | ST. GEORGE | 154690 | $12.04B | 121 | 2026-03-31 | → |
| 20 | THE CYNOSURE GROUP | SALT LAKE CITY | 281399 | $9.85B | 71 | 2026-03-31 | → |
| 21 | THE AMERIFLEX GROUP, INC. | LAS VEGAS | 305585 | $9.66B | 201 | 2026-03-31 | → |
| 22 | SIMPLIFY ASSET MANAGEMENT INC. | LAS VEGAS | 309535 | $9.64B | 45 | 2025-10-31 | → |
| 23 | WESTWOOD GLOBAL INVESTMENTS LLC | PARK CITY | 125012 | $9.47B | 30 | 2026-03-31 | → |
| 24 | GENEOS WEALTH MANAGEMENT, INC. | ENGLEWOOD | 120894 | $9.22B | 200 | 2026-04-30 | → |
| 25 | NORTHWOOD INVESTORS LLC | DENVER | 161406 | $8.97B | 107 | 2026-03-31 | → |
| 26 | GUIDED CHOICE ASSET MANAGEMENT, INC. | RENO | 112674 | $8.55B | 22 | 2026-03-31 | → |
| 27 | ELEVATION POINT WEALTH PARTNERS, LLC | DENVER | 137068 | $8.29B | 91 | 2026-06-30 | → |
| 28 | BELPOINTE ASSET MANAGEMENT LLC | RENO | 143440 | $7.58B | 236 | 2026-05-31 | → |
| 29 | REVELSTOKE CAPITAL MANAGEMENT LLC | DENVER | 173859 | $6.70B | 52 | 2026-06-30 | → |
| 30 | ASPEN GROVE CAPITAL, LLC | AVON | 158166 | $6.67B | 22 | 2026-03-31 | → |
| 31 | CCM PARTNERS, LP | DENVER | 104720 | $6.52B | 48 | 2026-05-31 | → |
| 32 | WCG WEALTH ADVISORS, LLC | LAS VEGAS | 173194 | $6.28B | 131 | 2026-06-30 | → |
| 33 | VISION RIDGE PARTNERS, LLC | BOULDER | 174836 | $6.11B | 35 | 2026-05-31 | → |
| 34 | 1888 INVESTMENTS, LLC | DENVER | 312491 | $5.91B | 13 | 2026-03-31 | → |
| 35 | SEPIO CAPITAL, LP | SALT LAKE CITY | 285645 | $5.64B | 31 | 2026-04-30 | → |
| 36 | FRONTIER ASSET MANAGEMENT, LLC | SHERIDAN | 109910 | $5.49B | 42 | 2026-03-31 | → |
| 37 | WESTERN WEALTH MANAGEMENT LLC | GOLDEN | 283545 | $5.36B | 98 | 2026-06-30 | → |
| 38 | STOCKMAN WEALTH MANAGEMENT, INC. | BILLINGS | 122166 | $5.24B | 30 | 2026-05-31 | → |
| 39 | DAVIDSON INVESTMENT ADVISORS, INC. | GREAT FALLS | 110552 | $5.20B | 31 | 2025-12-31 | → |
| 40 | BEAR CREEK ASSET MANAGEMENT, LLC | DENVER | 137677 | $5.19B | 8 | 2026-03-31 | → |
| 41 | RUBICON TECHNOLOGY MANAGEMENT L.L.C. | BOULDER | 169875 | $4.84B | 37 | 2026-03-31 | → |
| 42 | MORETON ASSET MANAGEMENT, LLC | FARMINGTON | 133417 | $4.71B | 5 | 2026-01-31 | → |
| 43 | CLEARWATER ADVISORS, LLC | BOISE | 116865 | $4.65B | 9 | 2026-05-31 | → |
| 44 | DIVERSIFY ADVISORY SERVICES, LLC | SANDY | 326060 | $4.65B | 206 | 2026-06-30 | → |
| 45 | JOHNSON FINANCIAL GROUP LLC | DENVER | 125101 | $4.53B | 62 | 2026-05-31 | → |
| 46 | IWP WEALTH MANAGEMENT LLC | DENVER | 136314 | $4.32B | 33 | 2026-03-31 | → |
| 47 | MARSICO CAPITAL MANAGEMENT, LLC | DENVER | 109250 | $4.26B | 26 | 2026-05-31 | → |
| 48 | BOW RIVER ASSET MANAGEMENT, LLC | DENVER | 156765 | $4.20B | 69 | 2026-06-30 | → |
| 49 | HARRISON STREET PRIVATE WEALTH LLC | DENVER | 143857 | $4.14B | 35 | 2026-03-31 | → |
| 50 | DIVERSIFY WEALTH MANAGEMENT, LLC | SANDY | 329878 | $4.11B | 95 | 2026-03-31 | → |
| 51 | NZS CAPITAL LLC | DENVER | 305093 | $4.06B | 9 | 2026-04-30 | → |
| 52 | INSPIRE INVESTING, LLC | MERIDIAN | 171988 | $3.96B | 33 | 2026-03-31 | → |
| 53 | IMA ADVISORY SERVICES, INC. | DENVER | 112091 | $3.90B | 50 | 2026-05-31 | → |
| 54 | GRANDEUR PEAK GLOBAL ADVISORS, LLC | SALT LAKE CITY | 158270 | $3.80B | 50 | 2026-03-31 | → |
| 55 | BOK FINANCIAL PRIVATE WEALTH, INC. | DENVER | 106733 | $3.72B | 37 | 2026-03-31 | → |
| 56 | DEER PARK ROAD MANAGEMENT COMPANY, LP | STEAMBOAT SPRINGS | 140370 | $3.52B | 28 | 2026-04-30 | → |
| 57 | FOUNDRY GROUP, LLC | BOULDER | 159541 | $3.50B | 10 | 2026-03-31 | → |
| 58 | TRANSFORM WEALTH, LLC. | GREENWOOD VILLAGE | 283403 | $3.38B | 31 | 2025-03-31 | → |
| 59 | SOURCEROCK GROUP LLC | DENVER | 307575 | $3.11B | 16 | 2026-04-30 | → |
| 60 | GHP INVESTMENT ADVISORS INC | DENVER | 107563 | $3.06B | 25 | 2026-03-31 | → |
| 61 | CREWE ADVISORS LLC | SALT LAKE CITY | 173920 | $3.05B | 32 | 2026-04-30 | → |
| 62 | OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | ASPEN | 110069 | $3.03B | 31 | 2026-04-30 | → |
| 63 | PETERSON PARTNERS, LLC | SALT LAKE CITY | 159450 | $2.96B | 36 | 2026-05-31 | → |
| 64 | CAMBIAR INVESTORS, LLC | DENVER | 115093 | $2.92B | 28 | 2026-03-31 | → |
| 65 | GLADIUS CAPITAL MANAGEMENT LP | PARK CITY | 152023 | $2.88B | 14 | 2026-03-31 | → |
| 66 | DW MANAGEMENT SERVICES, L.L.C. | PARK CITY | 160555 | $2.74B | 34 | 2026-05-31 | → |
| 67 | WALKER & DUNLOP INVESTMENT PARTNERS, INC. | DENVER | 165022 | $2.70B | 36 | 2026-03-31 | → |
| 68 | PARALEL ADVISORS LLC | DENVER | 315804 | $2.67B | 6 | 2026-01-31 | → |
| 69 | KEYSTONE NATIONAL GROUP, LLC | SALT LAKE CITY | 142885 | $2.50B | 42 | 2026-03-31 | → |
| 70 | MICHAUD CAPITAL MANAGEMENT LLC | DENVER | 159828 | $2.44B | 19 | 2026-03-31 | → |
| 71 | DIGITAL ALPHA ADVISORS, LLC | HENDERSON | 286351 | $2.39B | 13 | 2026-06-30 | → |
| 72 | SWAN GLOBAL INVESTMENTS, LLC | DURANGO | 114669 | $2.39B | 17 | 2026-03-31 | → |
| 73 | SPRUCEVIEW CAPITAL PARTNERS LLC | DENVER | 171963 | $2.34B | 25 | 2026-03-31 | → |
| 74 | CAPITA FINANCIAL NETWORK, LLC | DRAPER | 290558 | $2.32B | 59 | 2026-03-31 | → |
| 75 | SUMMIT WEALTH GROUP LLC | COLORADO SPRINGS | 335242 | $2.31B | 80 | 2026-03-31 | → |
| 76 | SUMMIT GLOBAL INVESTMENTS, LLC | BOUNTIFUL | 157091 | $2.29B | 37 | 2026-06-30 | → |
| 77 | EXCELLERE CAPITAL MANAGEMENT LLC | DENVER | 142904 | $2.26B | 26 | 2026-03-31 | → |
| 78 | BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION | BOULDER | 107485 | $2.24B | 27 | 2026-05-31 | → |
| 79 | GOLDEN STATE WEALTH MANAGEMENT, LLC | POWELL | 167995 | $2.22B | 45 | 2026-03-31 | → |
| 80 | ADVISORS ASSET MANAGEMENT, INC. | MONUMENT | 46727 | $2.21B | 255 | 2026-03-31 | → |
| 81 | THE INVESTMENT COUNSEL COMPANY OF NEVADA | LAS VEGAS | 19608 | $2.18B | 11 | 2026-03-31 | → |
| 82 | TOWER ARCH CAPITAL, L.P. | DRAPER | 169057 | $2.12B | 24 | 2026-03-31 | → |
| 83 | SUNDANCE BAY INVESTMENT MANAGER, LLC | SALT LAKE CITY | 301868 | $2.09B | 69 | 2026-03-31 | → |
| 84 | FLAT FOOTED LLC | WILSON | 291593 | $2.06B | 5 | 2026-04-30 | → |
| 85 | CHERRY CREEK FAMILY OFFICES, LLC | DENVER | 156310 | $2.02B | 16 | 2026-02-28 | → |
| 86 | ALBION MANAGEMENT GROUP | SALT LAKE CITY | 105957 | $2.01B | 31 | 2026-06-30 | → |
| 87 | PHYSICIAN WEALTH ADVISORS, INC. | SALT LAKE CITY | 106043 | $2.01B | 15 | 2026-03-31 | → |
| 88 | HEALTHEQUITY ADVISORS, LLC | DRAPER | 167105 | $1.99B | 8 | 2026-03-31 | → |
| 89 | STACK FINANCIAL MANAGEMENT INC | WHITEFISH | 106785 | $1.99B | 14 | 2026-03-31 | → |
| 90 | WOODBOURNE CAPITAL MANAGEMENT INTERNATIONAL LP | BOULDER | 143980 | $1.98B | 14 | 2026-03-31 | → |
| 91 | THE NORDEN GROUP LLC | PROVO | 323988 | $1.97B | 30 | 2026-02-28 | → |
| 92 | ZAZOVE ASSOCIATES LLC | INCLINE VILLAGE | 104751 | $1.97B | 21 | 2026-04-30 | → |
| 93 | PCM ENCORE, LLC | ASPEN | 333127 | $1.94B | 16 | 2026-06-30 | → |
| 94 | CONTINUUM ADVISORY, LLC | EAGLE | 283155 | $1.91B | 66 | 2026-03-31 | → |
| 95 | FREEDOM FUNDS MANAGEMENT CO | DENVER | 110785 | $1.90B | 9 | 2025-12-31 | → |
| 96 | NILSINE PARTNERS, LLC | GREENWOOD VILLAGE | 315694 | $1.88B | 18 | 2026-03-31 | → |
| 97 | UX WEALTH PARTNERS LLC | CENTENNIAL | 308983 | $1.87B | 7 | 2026-06-30 | → |
| 98 | GRIFFIS RESIDENTIAL INVESTMENT ADVISOR | GREENWOOD VILLAGE | 166201 | $1.85B | 30 | 2026-03-31 | → |
| 99 | BITTERROOT CAPITAL ADVISORS LLC | BOZEMAN | 109088 | $1.78B | 7 | 2026-04-30 | → |
| 100 | MAINLINE WEST FUND MANAGER LLC | DENVER | 147532 | $1.77B | 5 | 2026-03-31 | → |
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