Research Report · 2026-06-30
Institutional Registered Investment Advisers in the Mountain West
SEC-registered investment advisers in the Mountain West ranked by reported institutional client assets.
Firms
433
Total AUM
$1.44T
Median AUM
$385.0M
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 | EMPOWER CAPITAL MANAGEMENT, LLC | GREENWOOD VILLAGE | 107272 | $77.96B | 319 | 2026-03-31 | → |
| 4 | TOWNSQUARE CAPITAL, LLC | LEHI | 288576 | $18.07B | 53 | 2026-03-31 | → |
| 5 | KEYSTATE ADVISORY, LLC | LAS VEGAS | 156226 | $16.59B | 8 | 2026-03-31 | → |
| 6 | PUBLIC TRUST ADVISORS, LLC | DENVER | 159189 | $104.24B | 157 | 2026-04-30 | → |
| 7 | MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC | GREENWOOD VILLAGE | 149122 | $14.73B | 52 | 2026-06-30 | → |
| 8 | WASATCH ADVISORS LP | SALT LAKE CITY | 106081 | $23.35B | 96 | 2026-03-31 | → |
| 9 | GUIDED CHOICE ASSET MANAGEMENT, INC. | RENO | 112674 | $8.55B | 22 | 2026-03-31 | → |
| 10 | MERCER GLOBAL ADVISORS INC. | DENVER | 147363 | $84.40B | 1,429 | 2026-05-31 | → |
| 11 | SOLTIS INVESTMENT ADVISORS, LLC | ST. GEORGE | 154690 | $12.04B | 121 | 2026-03-31 | → |
| 12 | MORETON ASSET MANAGEMENT, LLC | FARMINGTON | 133417 | $4.71B | 5 | 2026-01-31 | → |
| 13 | CLEARWATER ADVISORS, LLC | BOISE | 116865 | $4.65B | 9 | 2026-05-31 | → |
| 14 | D.A. DAVIDSON & CO. | GREAT FALLS | 199 | $41.84B | 990 | 2026-01-31 | → |
| 15 | FRONTIER ASSET MANAGEMENT, LLC | SHERIDAN | 109910 | $5.49B | 42 | 2026-03-31 | → |
| 16 | STOCKMAN WEALTH MANAGEMENT, INC. | BILLINGS | 122166 | $5.24B | 30 | 2026-05-31 | → |
| 17 | WESTWOOD GLOBAL INVESTMENTS LLC | PARK CITY | 125012 | $9.47B | 30 | 2026-03-31 | → |
| 18 | THE CYNOSURE GROUP | SALT LAKE CITY | 281399 | $9.85B | 71 | 2026-03-31 | → |
| 19 | BEAR CREEK ASSET MANAGEMENT, LLC | DENVER | 137677 | $5.19B | 8 | 2026-03-31 | → |
| 20 | IMA ADVISORY SERVICES, INC. | DENVER | 112091 | $3.90B | 50 | 2026-05-31 | → |
| 21 | BELPOINTE ASSET MANAGEMENT LLC | RENO | 143440 | $7.58B | 236 | 2026-05-31 | → |
| 22 | UX WEALTH PARTNERS LLC | CENTENNIAL | 308983 | $1.87B | 7 | 2026-06-30 | → |
| 23 | NZS CAPITAL LLC | DENVER | 305093 | $4.06B | 9 | 2026-04-30 | → |
| 24 | ALPS ADVISORS, INC. | DENVER | 134340 | $38.83B | 73 | 2026-03-31 | → |
| 25 | ZAZOVE ASSOCIATES LLC | INCLINE VILLAGE | 104751 | $1.97B | 21 | 2026-04-30 | → |
| 26 | DAVIDSON INVESTMENT ADVISORS, INC. | GREAT FALLS | 110552 | $5.20B | 31 | 2025-12-31 | → |
| 27 | INSPIRE INVESTING, LLC | MERIDIAN | 171988 | $3.96B | 33 | 2026-03-31 | → |
| 28 | CREWE ADVISORS LLC | SALT LAKE CITY | 173920 | $3.05B | 32 | 2026-04-30 | → |
| 29 | FIDUCIARY SERVICES LLC | POCATELLO | 314777 | $1.26B | 7 | 2025-03-31 | → |
| 30 | THE CAPROCK GROUP, LLC | BOISE | 124272 | $12.48B | 67 | 2026-03-31 | → |
| 31 | GRANDEUR PEAK GLOBAL ADVISORS, LLC | SALT LAKE CITY | 158270 | $3.80B | 50 | 2026-03-31 | → |
| 32 | THE AMERIFLEX GROUP, INC. | LAS VEGAS | 305585 | $9.66B | 201 | 2026-03-31 | → |
| 33 | ARROWMARK COLORADO HOLDINGS, LLC | DENVER | 149120 | $21.02B | 95 | 2026-03-31 | → |
| 34 | FI401K ADVISORS, LLC | CENTENNIAL | 168408 | $915.0M | 2 | 2026-01-31 | → |
| 35 | ZIONS CAPITAL ADVISORS, INC. | SALT LAKE CITY | 131308 | $830.8M | 14 | 2026-03-31 | → |
| 36 | GO INVEST LLC | WEST JORDAN | 291884 | $889.0M | 1 | 2026-03-31 | → |
| 37 | BUCK WEALTH STRATEGIES, LLC | DENVER | 322138 | $1.64B | 102 | 2026-06-30 | → |
| 38 | TRANSFORM WEALTH, LLC. | GREENWOOD VILLAGE | 283403 | $3.38B | 31 | 2025-03-31 | → |
| 39 | PHYSICIAN WEALTH ADVISORS, INC. | SALT LAKE CITY | 106043 | $2.01B | 15 | 2026-03-31 | → |
| 40 | ALPHA CAPITAL MANAGEMENT GROUP LLC | DENVER | 283624 | $734.4M | 3 | 2026-03-31 | → |
| 41 | BOK FINANCIAL PRIVATE WEALTH, INC. | DENVER | 106733 | $3.72B | 37 | 2026-03-31 | → |
| 42 | ABG CONSULTANTS, LLC | COTTONWOOD HEIGHTS | 131129 | $697.4M | 4 | 2026-04-30 | → |
| 43 | FREEDOM FIDUCIARIES LLC | BOISE | 323673 | $584.6M | 5 | 2026-06-30 | → |
| 44 | WALKER & DUNLOP INVESTMENT PARTNERS, INC. | DENVER | 165022 | $2.70B | 36 | 2026-03-31 | → |
| 45 | SEPIO CAPITAL, LP | SALT LAKE CITY | 285645 | $5.64B | 31 | 2026-04-30 | → |
| 46 | CACHETECH INC. | LOGAN | 327688 | $547.4M | 7 | 2026-06-30 | → |
| 47 | ALLIED INVESTMENT ADVISORS LLC | BILLINGS | 159103 | $1.49B | 12 | 2026-02-28 | → |
| 48 | FIDUCIARY ADVISORS, LLC | COTTONWOOD HEIGHTS | 104189 | $520.2M | 2 | 2026-03-31 | → |
| 49 | CCM PARTNERS, LP | DENVER | 104720 | $6.52B | 48 | 2026-05-31 | → |
| 50 | NORTHWOOD INVESTORS LLC | DENVER | 161406 | $8.97B | 107 | 2026-03-31 | → |
| 51 | LUNT CAPITAL MANAGEMENT INC. | HOLLADAY | 125183 | $601.5M | 7 | 2026-03-31 | → |
| 52 | ALTA CAPITAL MANAGEMENT LLC | SALT LAKE CITY | 106786 | $1.60B | 19 | 2026-06-30 | → |
| 53 | OLYMPUS WEALTH MANAGEMENT, LLC | COTTONWOOD HEIGHTS | 173715 | $850.2M | 18 | 2025-07-31 | → |
| 54 | CAMBIAR INVESTORS, LLC | DENVER | 115093 | $2.92B | 28 | 2026-03-31 | → |
| 55 | PVG ASSET MANAGEMENT CORP | CENTENNIAL | 105541 | $624.9M | 9 | 2026-05-31 | → |
| 56 | MARSICO CAPITAL MANAGEMENT, LLC | DENVER | 109250 | $4.26B | 26 | 2026-05-31 | → |
| 57 | MAXQ ASSET MANAGEMENT LLC | GREENWOOD VILLAGE | 336560 | $407.7M | 1 | 2026-03-31 | → |
| 58 | WCG WEALTH ADVISORS, LLC | LAS VEGAS | 173194 | $6.28B | 131 | 2026-06-30 | → |
| 59 | D.B. FITZPATRICK & CO., INC. | BOISE | 105671 | $487.0M | 10 | 2026-03-31 | → |
| 60 | LONE PEAK GLOBAL INVESTORS, LLC | ALPINE | 153956 | $598.4M | 10 | 2026-03-31 | → |
| 61 | PALISADE INVESTMENTS, LLC | ZEPHYR COVE | 124776 | $652.7M | 8 | 2026-03-31 | → |
| 62 | WESTERN WEALTH MANAGEMENT LLC | GOLDEN | 283545 | $5.36B | 98 | 2026-06-30 | → |
| 63 | OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | ASPEN | 110069 | $3.03B | 31 | 2026-04-30 | → |
| 64 | SUMMIT GLOBAL INVESTMENTS, LLC | BOUNTIFUL | 157091 | $2.29B | 37 | 2026-06-30 | → |
| 65 | DIVERSIFY ADVISORY SERVICES, LLC | SANDY | 326060 | $4.65B | 206 | 2026-06-30 | → |
| 66 | ANDINA CAPITAL MANAGEMENT, LLC | LOGAN | 151762 | $1.26B | 31 | 2026-03-31 | → |
| 67 | NAVIGATE FINANCIAL LLC | SALT LAKE CITY | 325945 | $337.9M | 3 | 2026-01-31 | → |
| 68 | LEGACY INVESTMENT SOLUTIONS, LLC | BOISE | 322695 | $283.7M | 18 | 2026-04-30 | → |
| 69 | RW INVESTMENT MANAGEMENT LLC | EAGLE | 282707 | $1.73B | 20 | 2026-03-31 | → |
| 70 | MICA CREEK CAPITAL LLC | STEAMBOAT SPRINGS | 325642 | $300.5M | 4 | 2026-06-30 | → |
| 71 | AVEO CAPITAL PARTNERS, LLC | ENGLEWOOD | 157728 | $1.64B | 27 | 2025-04-30 | → |
| 72 | INTEGRITY FINANCIAL CORPORATION | JACKSON | 137125 | $868.1M | 21 | 2026-03-31 | → |
| 73 | BESPOKE ADVISORY LLC | EVERGREEN | 323909 | $284.0M | 9 | 2026-04-30 | → |
| 74 | XY INVESTMENT SOLUTIONS, LLC | BOZEMAN | 285967 | $881.5M | 65 | 2026-06-30 | → |
| 75 | THE NORDEN GROUP LLC | PROVO | 323988 | $1.97B | 30 | 2026-02-28 | → |
| 76 | ARISTA WEALTH MANAGEMENT, LLC | LAS VEGAS | 141504 | $1.20B | 16 | 2026-04-30 | → |
| 77 | IRON GATE GLOBAL ADVISORS, LLC | NORTH SALT LAKE | 111177 | $1.32B | 7 | 2026-03-31 | → |
| 78 | DIVERSIFY WEALTH MANAGEMENT, LLC | SANDY | 329878 | $4.11B | 95 | 2026-03-31 | → |
| 79 | SEMPER AUGUSTUS INVESTMENTS GROUP LLC | HIGHLANDS RANCH | 108153 | $982.2M | 9 | 2026-03-31 | → |
| 80 | ECHELON GROUP, INC. | BOISE | 333195 | $265.2M | 5 | 2026-06-30 | → |
| 81 | SORENSON IMPACT ADVISORY, LLC | SALT LAKE CITY | 324124 | $255.1M | 5 | 2026-03-31 | → |
| 82 | GENEOS WEALTH MANAGEMENT, INC. | ENGLEWOOD | 120894 | $9.22B | 200 | 2026-04-30 | → |
| 83 | WEST RIDGE ADVISORS, LLC | HENDERSON | 282718 | $396.0M | 13 | 2026-04-30 | → |
| 84 | NILSINE PARTNERS, LLC | GREENWOOD VILLAGE | 315694 | $1.88B | 18 | 2026-03-31 | → |
| 85 | SPRUCEVIEW CAPITAL PARTNERS LLC | DENVER | 171963 | $2.34B | 25 | 2026-03-31 | → |
| 86 | PORTSIDE WEALTH GROUP, LLC | PROVO | 325175 | $1.43B | 54 | 2026-06-30 | → |
| 87 | ELEVATION POINT WEALTH PARTNERS, LLC | DENVER | 137068 | $8.29B | 91 | 2026-06-30 | → |
| 88 | RAREVIEW CAPITAL LLC | LAS VEGAS | 284474 | $537.5M | 8 | 2026-03-31 | → |
| 89 | BRUNI J V & CO | COLORADO SPRINGS | 106644 | $1.10B | 5 | 2026-03-31 | → |
| 90 | WAKEFIELD WEALTH MANAGEMENT, LLLP | ENGLEWOOD | 173997 | $512.9M | 10 | 2026-03-31 | → |
| 91 | MAIN LINE RETIREMENT ADVISORS, LLC | WHITEFISH | 284780 | $448.6M | 3 | 2026-03-31 | → |
| 92 | CONSILIUM, LLC | BOULDER | 304503 | $215.0M | 1 | 2026-03-31 | → |
| 93 | FOCUSED ALPHA, LLC | GREENWOOD VILLAGE | 310591 | $663.9M | 8 | 2026-03-31 | → |
| 94 | GILL CAPITAL PARTNERS, LLC | DENVER | 14559 | $862.4M | 17 | 2026-03-31 | → |
| 95 | PCM ENCORE, LLC | ASPEN | 333127 | $1.94B | 16 | 2026-06-30 | → |
| 96 | BULLSEYE ASSET MANAGEMENT LLC | DENVER | 153990 | $183.9M | 2 | 2026-06-30 | → |
| 97 | TBFM LLP | BOISE | 109361 | $1.05B | 10 | 2025-03-31 | → |
| 98 | SQUIRE INVESTMENT MANAGEMENT COMPANY, LLC | OREM | 117750 | $586.7M | 15 | 2026-03-31 | → |
| 99 | ELEVATE WEALTH MANAGEMENT, LLC | SHERIDAN | 336710 | $320.3M | 5 | 2026-05-31 | → |
| 100 | STACK FINANCIAL MANAGEMENT INC | WHITEFISH | 106785 | $1.99B | 14 | 2026-03-31 | → |
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