Research Report · 2026-02-28
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
100
Total AUM
$124.84B
Median AUM
$328.5M
Latest Filing
2026-02-28
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | D.A. DAVIDSON & CO. | GREAT FALLS | 199 | $41.84B | 990 | 2026-01-31 | → |
| 2 | SMITH CAPITAL INVESTORS, LLC | DENVER | 294402 | $13.11B | 30 | 2026-02-28 | → |
| 3 | SIMPLIFY ASSET MANAGEMENT INC. | LAS VEGAS | 309535 | $9.64B | 45 | 2025-10-31 | → |
| 4 | DAVIDSON INVESTMENT ADVISORS, INC. | GREAT FALLS | 110552 | $5.20B | 31 | 2025-12-31 | → |
| 5 | MORETON ASSET MANAGEMENT, LLC | FARMINGTON | 133417 | $4.71B | 5 | 2026-01-31 | → |
| 6 | TRANSFORM WEALTH, LLC. | GREENWOOD VILLAGE | 283403 | $3.38B | 31 | 2025-03-31 | → |
| 7 | PARALEL ADVISORS LLC | DENVER | 315804 | $2.67B | 6 | 2026-01-31 | → |
| 8 | CHERRY CREEK FAMILY OFFICES, LLC | DENVER | 156310 | $2.02B | 16 | 2026-02-28 | → |
| 9 | THE NORDEN GROUP LLC | PROVO | 323988 | $1.97B | 30 | 2026-02-28 | → |
| 10 | FREEDOM FUNDS MANAGEMENT CO | DENVER | 110785 | $1.90B | 9 | 2025-12-31 | → |
| 11 | AVEO CAPITAL PARTNERS, LLC | ENGLEWOOD | 157728 | $1.64B | 27 | 2025-04-30 | → |
| 12 | CLASS VI FAMILY OFFICE, LLC | DENVER | 285035 | $1.50B | 9 | 2026-02-28 | → |
| 13 | ALLIED INVESTMENT ADVISORS LLC | BILLINGS | 159103 | $1.49B | 12 | 2026-02-28 | → |
| 14 | GPS WEALTH STRATEGIES GROUP, LLC | CENTENNIAL | 285507 | $1.42B | 5 | 2025-12-31 | → |
| 15 | ASPEN CAPITAL MANAGEMENT | BOISE | 119050 | $1.34B | 12 | 2026-02-28 | → |
| 16 | FIDUCIARY SERVICES LLC | POCATELLO | 314777 | $1.26B | 7 | 2025-03-31 | → |
| 17 | JFG WEALTH MANAGEMENT, LLC | DENVER | 285023 | $1.16B | 47 | 2025-08-31 | → |
| 18 | TBFM LLP | BOISE | 109361 | $1.05B | 10 | 2025-03-31 | → |
| 19 | ELK RIVER WEALTH MANAGEMENT LLC | DENVER | 307263 | $971.3M | 11 | 2026-02-28 | → |
| 20 | FI401K ADVISORS, LLC | CENTENNIAL | 168408 | $915.0M | 2 | 2026-01-31 | → |
| 21 | OLYMPUS WEALTH MANAGEMENT, LLC | COTTONWOOD HEIGHTS | 173715 | $850.2M | 18 | 2025-07-31 | → |
| 22 | BASON ASSET MANAGEMENT LLC | LAKEWOOD | 165450 | $848.8M | 2 | 2026-02-28 | → |
| 23 | PERSPECTIVE WEALTH PARTNERS, LLC | BOISE | 140330 | $843.9M | 12 | 2026-02-28 | → |
| 24 | RAMSAY STATTMAN VELA & PRICE INC | COLORADO SPRINGS | 105156 | $778.5M | 7 | 2026-01-31 | → |
| 25 | AMERICAN WEALTH MANAGEMENT | RENO | 122205 | $760.5M | 9 | 2026-01-31 | → |
| 26 | CEDRUS HOLDING CO, LLC | LITTLETON | 312878 | $651.1M | 17 | 2025-02-28 | → |
| 27 | LEGACY WEALTH PARTNERS, LLC | LAKEWOOD | 333032 | $646.0M | 15 | 2026-02-28 | → |
| 28 | COLORADO CAPITAL MANAGEMENT, INC. | BOULDER | 114011 | $638.4M | 10 | 2026-02-28 | → |
| 29 | WAMBOLT & ASSOCIATES, LLC | LITTLETON | 153454 | $586.8M | 13 | 2025-03-31 | → |
| 30 | BERKELEY, INC | BOISE | 117667 | $573.9M | 6 | 2026-02-28 | → |
| 31 | HST VENTURES, LLC | PARK CITY | 317143 | $551.1M | 4 | 2026-02-28 | → |
| 32 | HINDS FINANCIAL GROUP INC | LAKEWOOD | 129971 | $536.9M | 10 | 2025-12-31 | → |
| 33 | WEST OAK CAPITAL, LLC | EAGLE | 128473 | $525.6M | 8 | 2025-09-30 | → |
| 34 | ONYX FINANCIAL ADVISORS, LLC | IDAHO FALLS | 134881 | $506.4M | 10 | 2026-02-28 | → |
| 35 | ACORN CREEK CAPITAL LLC | FORT COLLINS | 325809 | $488.7M | 5 | 2026-01-31 | → |
| 36 | COIGN CAPITAL ADVISORS LLC | DRAPER | 171306 | $472.9M | 8 | 2026-02-28 | → |
| 37 | STARK RICHARD JOSEPH | ENGLEWOOD | 107636 | $426.1M | 4 | 2025-03-31 | → |
| 38 | CAPSTONE CAPITAL LLC | HENDERSON | 123764 | $408.4M | 4 | 2026-02-28 | → |
| 39 | NOBLE WEALTH MANAGEMENT P.B.C. | GREENWOOD VILLAGE | 322607 | $400.5M | 5 | 2026-02-28 | → |
| 40 | SGL INVESTMENT ADVISORS, INC. | MISSOULA | 145167 | $391.6M | 7 | 2025-09-30 | → |
| 41 | THE MARTIN WORLEY GROUP | COTTONWOOD HEIGHTS | 169006 | $385.0M | 5 | 2025-03-31 | → |
| 42 | DESTINY CAPITAL CORPORATION | DENVER | 111196 | $382.2M | 11 | 2026-02-28 | → |
| 43 | ASHWORTH WEALTH, LLC | SOUTH JORDAN | 116950 | $377.8M | 5 | 2026-02-28 | → |
| 44 | THE KARRAS COMPANY, INC. | ROY | 109578 | $372.9M | 7 | 2026-02-28 | → |
| 45 | COSNER FINANCIAL GROUP, LLC | WINDSOR | 147942 | $369.8M | 5 | 2026-02-28 | → |
| 46 | INCOME FOCUS PORTFOLIO MANAGEMENT, LLC | JACKSON | 165477 | $362.5M | 3 | 2026-02-28 | → |
| 47 | AMERICAN RETIREMENT PLANNING GROUP INC | LAS VEGAS | 108300 | $348.1M | 5 | 2026-02-28 | → |
| 48 | ARCADIA INVESTMENT ADVISORS, LLC | EAGLE | 109590 | $345.8M | 6 | 2026-02-28 | → |
| 49 | SMEDLEY FINANCIAL SERVICES INC | SALT LAKE CITY | 110870 | $341.8M | 10 | 2025-08-31 | → |
| 50 | NAVIGATE FINANCIAL LLC | SALT LAKE CITY | 325945 | $337.9M | 3 | 2026-01-31 | → |
| 51 | PROMONTORY FINANCIAL PLANNING, LLC | FARMINGTON | 153666 | $319.0M | 12 | 2026-02-28 | → |
| 52 | BLUE BARN WEALTH, LLC | OREM | 107202 | $317.1M | 9 | 2026-02-28 | → |
| 53 | SELWAY ASSET MANAGEMENT, INC. | BOISE | 104638 | $315.2M | 5 | 2025-03-31 | → |
| 54 | ASPEN WEALTH STRATEGIES, LLC | ARVADA | 307424 | $312.2M | 7 | 2026-02-28 | → |
| 55 | RIGGS CAPITAL MANAGEMENT, LLC | AMERICAN FORK | 120253 | $306.8M | 8 | 2025-02-28 | → |
| 56 | WINANS INTERNATIONAL | LAS VEGAS | 107125 | $305.6M | 4 | 2026-02-28 | → |
| 57 | BOWERS WEALTH MANAGEMENT, INC. | GLENBROOK | 145476 | $298.5M | 2 | 2026-01-31 | → |
| 58 | MARSHALL INVESTMENT MANAGEMENT, LLC | GREENWOOD VILLAGE | 174817 | $298.0M | 8 | 2026-02-28 | → |
| 59 | IMPACTFOLIO LLC | DENVER | 291716 | $288.9M | 3 | 2026-02-28 | → |
| 60 | BEDDOW CAPITAL MANAGEMENT INC | JACKSON | 107491 | $277.9M | 2 | 2025-03-31 | → |
| 61 | EVERGREEN PRIVATE WEALTH LLC | GREENWOOD VILLAGE | 324777 | $264.7M | 4 | 2026-02-28 | → |
| 62 | THE WEALTH CONSERVANCY, INC. | BOULDER | 112024 | $260.0M | 6 | 2026-02-28 | → |
| 63 | FINLEY FINANCIAL, LLC | LAS VEGAS | 131442 | $259.8M | 1 | 2026-01-31 | → |
| 64 | ALPHA PRINCIPLE, LLC | ENGLEWOOD | 317053 | $253.3M | 6 | 2025-03-31 | → |
| 65 | ELDERADO FINANCIAL, INC | MONTROSE | 112908 | $237.2M | 5 | 2026-02-28 | → |
| 66 | COLORADO WEALTH GROUP, LLC | DENVER | 310024 | $235.3M | 11 | 2025-12-31 | → |
| 67 | REEF INVESTMENT MANAGEMENT LLC | LEHI | 309186 | $234.3M | 13 | 2026-02-28 | → |
| 68 | BXM WEALTH LLC | ENGLEWOOD | 332544 | $231.3M | 4 | 2026-01-31 | → |
| 69 | ARRIEN INVESTMENTS, INC. | BOISE | 321819 | $226.6M | 5 | 2026-02-28 | → |
| 70 | JHP WEALTH MANAGEMENT, LLC | CENTENNIAL | 298784 | $223.8M | 1 | 2026-02-28 | → |
| 71 | FFG RETIREMENT ADVISORS LLC | CENTENNIAL | 308305 | $216.5M | 5 | 2026-02-28 | → |
| 72 | SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | KETCHUM | 312915 | $210.6M | 2 | 2026-02-28 | → |
| 73 | PRESTIGE WEALTHWIDE, LLC | LEHI | 321789 | $198.5M | 3 | 2026-01-31 | → |
| 74 | WELCH FINANCIAL PLANNING, LLC | BOULDER | 329418 | $198.1M | 6 | 2026-02-28 | → |
| 75 | FIVE PINE WEALTH MANAGEMENT INC. | COEUR D'ALENE | 317657 | $191.8M | 3 | 2026-02-28 | → |
| 76 | WISDOM WEALTH STRATEGIES, LLC | GREENWOOD VILLAGE | 170230 | $190.5M | 2 | 2026-02-28 | → |
| 77 | JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC | AMMON | 315237 | $187.3M | 8 | 2026-02-28 | → |
| 78 | SILVERPEAK WEALTH ADVISORS, LLC | BOULDER | 170732 | $177.4M | 3 | 2026-02-28 | → |
| 79 | PERIOPE, LC | ST. GEORGE | 144256 | $177.2M | 3 | 2026-02-28 | → |
| 80 | ROCKHILL ADVISORS LLC | VICTOR | 288789 | $174.2M | 2 | 2026-02-28 | → |
| 81 | WEST END WEALTH MANAGEMENT, LLC | DENVER | 234791 | $170.4M | 2 | 2026-02-28 | → |
| 82 | ASSET MANAGEMENT GROUP INVESTMENT CORP. | GREENWOOD VILLAGE | 168369 | $151.2M | 2 | 2025-12-31 | → |
| 83 | PALLER FINANCIAL SERVICES, INC. | CENTENNIAL | 161531 | $147.9M | 6 | 2026-02-28 | → |
| 84 | SHOREPATH CAPITAL MANAGEMENT LLC | PARK CITY | 286125 | $146.6M | 1 | 2025-02-28 | → |
| 85 | ULTA WEALTH MANAGEMENT, LLC | LAS VEGAS | 310879 | $146.5M | 1 | 2026-02-28 | → |
| 86 | SUMMIT HILL WEALTH MANAGEMENT, LLC | GREENWOOD VILLAGE | 296740 | $145.7M | 4 | 2026-02-28 | → |
| 87 | COLLABORATIVE FUND ADVISORS, LLC | RENO | 327121 | $144.8M | 11 | 2026-02-28 | → |
| 88 | OLYMPUS PEAKS FINANCIAL, LLC | SANDY | 283040 | $141.4M | 1 | 2026-01-31 | → |
| 89 | CREDENTIALED WEALTH ADVISORS, LLC | JOHNSTOWN | 312517 | $139.8M | 4 | 2026-02-28 | → |
| 90 | TNL ASSET MANAGEMENT LLC | BOULDER | 137419 | $139.3M | 4 | 2026-02-28 | → |
| 91 | VERITAS WEALTH MANAGEMENT, LLC | SALT LAKE CITY | 160600 | $135.8M | 1 | 2026-02-28 | → |
| 92 | JRS WEALTH MANAGEMENT LLC | SOUTH JORDAN | 306294 | $135.0M | 5 | 2026-02-28 | → |
| 93 | RW BAKER WEALTH MANAGEMENT GROUP LLC | CHEYENNE | 297087 | $134.9M | 2 | 2026-02-28 | → |
| 94 | LOYD FINANCIAL MANAGEMENT INC. | CENTENNIAL | 112236 | $133.5M | 2 | 2026-02-28 | → |
| 95 | AVERA CAPITAL WEALTH MANAGEMENT, LLC | GRAND JUNCTION | 315089 | $132.7M | 5 | 2025-02-28 | → |
| 96 | OCTANT QUANTITATIVE INVESTMENT MANAGEMENT LLC | SALT LAKE CITY | 165355 | $128.2M | 3 | 2026-02-28 | → |
| 97 | DIVERSIFIED ASSET MANAGEMENT, INC. | BOULDER | 112743 | $126.4M | 2 | 2025-01-31 | → |
| 98 | PETERSON FINANCIAL SERVICES LLC | DENVER | 106127 | $124.0M | 2 | 2026-02-28 | → |
| 99 | O'DOMHNAILL ENTERPRISES, INC. | CODY | 323384 | $123.3M | 6 | 2026-02-28 | → |
| 100 | CORETACTIC STRATEGIES | EVERGREEN | 289567 | $121.0M | 2 | 2025-04-30 | → |
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