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 | |
|---|---|---|---|---|---|---|---|
| 101 | ALIGN IMPACT, LLC | DENVER | 176516 | $715.4M | 20 | 2026-04-30 | → |
| 102 | STORDAHL CAPITAL MANAGEMENT, INC. | GREENWOOD VILLAGE | 287916 | $675.9M | 11 | 2026-03-31 | → |
| 103 | BUCKLEY WEALTH MANAGEMENT, LLC | LAS VEGAS | 285823 | $644.0M | 6 | 2026-03-31 | → |
| 104 | UNITING WEALTH PARTNERS LLC | DENVER | 332317 | $934.6M | 23 | 2026-06-30 | → |
| 105 | FAMILY FINANCIAL SOLUTIONS GROUP, LLC | DURANGO | 172725 | $500.7M | 1 | 2026-03-31 | → |
| 106 | WAKEFIELD ASSET MANAGEMENT, LLLP | ENGLEWOOD | 143720 | $454.0M | 11 | 2026-03-31 | → |
| 107 | HEIRLOOM WEALTH MANAGEMENT LLC | GREENWOOD VILLAGE | 292277 | $1.11B | 18 | 2026-04-30 | → |
| 108 | CANNON CAPITAL MANAGEMENT, INC. | SALT LAKE CITY | 144247 | $386.1M | 8 | 2026-04-30 | → |
| 109 | PINKERTON WEALTH, LLC | COEUR D'ALENE | 120973 | $1.44B | 49 | 2026-06-30 | → |
| 110 | AMERICAN RETIREMENT PLANNING GROUP INC | LAS VEGAS | 108300 | $348.1M | 5 | 2026-02-28 | → |
| 111 | ASPEN CAPITAL MANAGEMENT | BOISE | 119050 | $1.34B | 12 | 2026-02-28 | → |
| 112 | CORUNDUM GROUP, INC. | COLORADO SPRINGS | 106490 | $1.69B | 12 | 2026-05-31 | → |
| 113 | OCTANT QUANTITATIVE INVESTMENT MANAGEMENT LLC | SALT LAKE CITY | 165355 | $128.2M | 3 | 2026-02-28 | → |
| 114 | PLATFORM WEALTH MANAGEMENT, LLC | HOLLADAY | 329313 | $509.0M | 17 | 2026-06-30 | → |
| 115 | APPLIED QUANTITATIVE INVESTMENTS LLC | LONE TREE | 339159 | $107.9M | 11 | 2026-06-30 | → |
| 116 | SHARKEY HOWES & JAVER INC | DENVER | 106050 | $1.13B | 14 | 2026-04-30 | → |
| 117 | MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC | BOISE | 104749 | $933.7M | 6 | 2026-03-31 | → |
| 118 | TILLMAN HARTLEY LLC | DENVER | 109479 | $746.3M | 5 | 2026-03-31 | → |
| 119 | TOWLE & CO | DENVER | 110862 | $473.7M | 9 | 2026-06-30 | → |
| 120 | CAPITAL INVESTMENT COUNSEL, LLC | DENVER | 328472 | $1.35B | 8 | 2026-03-31 | → |
| 121 | BLUE SKY ASSET MANAGEMENT, LLC | ENGLEWOOD | 167686 | $98.6M | 1 | 2026-03-31 | → |
| 122 | RAMSAY STATTMAN VELA & PRICE INC | COLORADO SPRINGS | 105156 | $778.5M | 7 | 2026-01-31 | → |
| 123 | GRUPP FINANCIAL LLC | JACKSON | 168436 | $100.1M | 3 | 2026-01-31 | → |
| 124 | CRESALTA INVESTMENT MANAGEMENT, INC. | GREENWOOD VILLAGE | 339872 | $323.4M | 5 | 2026-06-30 | → |
| 125 | CONTINUUM ADVISORY, LLC | EAGLE | 283155 | $1.91B | 66 | 2026-03-31 | → |
| 126 | ASHWORTH WEALTH, LLC | SOUTH JORDAN | 116950 | $377.8M | 5 | 2026-02-28 | → |
| 127 | CEDRUS HOLDING CO, LLC | LITTLETON | 312878 | $651.1M | 17 | 2025-02-28 | → |
| 128 | SAND CREEK CAPITAL, LLC | REXBURG | 326719 | $471.2M | 8 | 2026-06-30 | → |
| 129 | CLADIS INVESTMENT ADVISORY LLC | BILLINGS | 153873 | $242.6M | 3 | 2026-03-31 | → |
| 130 | WYNKOOP LLC | GREENWOOD VILLAGE | 150018 | $1.22B | 7 | 2026-06-30 | → |
| 131 | MICHAUD CAPITAL MANAGEMENT LLC | DENVER | 159828 | $2.44B | 19 | 2026-03-31 | → |
| 132 | INVESTMENT MANAGEMENT ASSOCIATES, INC. | GREENWOOD VILLAGE | 110900 | $810.0M | 8 | 2026-05-31 | → |
| 133 | SELWAY ASSET MANAGEMENT, INC. | BOISE | 104638 | $315.2M | 5 | 2025-03-31 | → |
| 134 | TUMWATER WEALTH MANAGEMENT, LLC | BOISE | 300443 | $406.6M | 4 | 2026-03-31 | → |
| 135 | JACKSON CREEK INVESTMENT ADVISORS LLC | CASTLE ROCK | 309116 | $349.0M | 6 | 2026-03-31 | → |
| 136 | CANNON TINGEY INVESTMENT ADVISORS INC | SALT LAKE CITY | 107539 | $477.7M | 6 | 2026-03-31 | → |
| 137 | THE INVESTMENT COUNSEL COMPANY OF NEVADA | LAS VEGAS | 19608 | $2.18B | 11 | 2026-03-31 | → |
| 138 | THREE PEAKS CAPITAL MANAGEMENT, LLC | CASTLE ROCK | 127402 | $222.9M | 5 | 2026-03-31 | → |
| 139 | ELK RIVER WEALTH MANAGEMENT LLC | DENVER | 307263 | $971.3M | 11 | 2026-02-28 | → |
| 140 | HARFST AND ASSOCIATES, INC. | SHERIDAN | 145090 | $783.2M | 8 | 2026-03-31 | → |
| 141 | RCF MANAGEMENT, LLC | DENVER | 161007 | $1.76B | 49 | 2026-03-31 | → |
| 142 | WEALTH NAVIGATION, LLC | CENTERVILLE | 140612 | $446.3M | 12 | 2026-03-31 | → |
| 143 | GREEN ALPHA ADVISORS, LLC | NIWOT | 144413 | $253.9M | 4 | 2026-06-30 | → |
| 144 | ACCUVEST GLOBAL ADVISORS, INC. | PROVO | 134096 | $630.5M | 6 | 2026-04-30 | → |
| 145 | TUCKER ASSET MANAGEMENT LLC | LITTLETON | 174844 | $603.6M | 80 | 2026-06-30 | → |
| 146 | ALBION MANAGEMENT GROUP | SALT LAKE CITY | 105957 | $2.01B | 31 | 2026-06-30 | → |
| 147 | CASCADE INVESTMENT GROUP, INC. | COLORADO SPRINGS | 35844 | $419.9M | 6 | 2026-03-31 | → |
| 148 | COSNER FINANCIAL GROUP, LLC | WINDSOR | 147942 | $369.8M | 5 | 2026-02-28 | → |
| 149 | COTTONWOOD CAPITAL ADVISORS, LLC | SALT LAKE CITY | 311272 | $279.0M | 5 | 2026-04-30 | → |
| 150 | SHOREPATH CAPITAL MANAGEMENT LLC | PARK CITY | 286125 | $146.6M | 1 | 2025-02-28 | → |
| 151 | ADVISORS ASSET MANAGEMENT, INC. | MONUMENT | 46727 | $2.21B | 255 | 2026-03-31 | → |
| 152 | VALUED WEALTH ADVISORS, LLC | HOLLADAY | 316746 | $369.7M | 10 | 2026-03-31 | → |
| 153 | GOLDEN STATE WEALTH MANAGEMENT, LLC | POWELL | 167995 | $2.22B | 45 | 2026-03-31 | → |
| 154 | THE STONE CREEK GROUP, LLC | ENGLEWOOD | 182512 | $250.6M | 5 | 2026-05-31 | → |
| 155 | NARUS FINANCIAL PARTNERS, LLC | SALT LAKE CITY | 173534 | $559.0M | 6 | 2026-03-31 | → |
| 156 | FINANCIAL NETWORK WEALTH ADVISORS LLC | MURRAY | 318842 | $515.4M | 6 | 2026-03-31 | → |
| 157 | DENVER PWM, LLC | DENVER | 171139 | $524.4M | 6 | 2026-03-31 | → |
| 158 | WEST OAK CAPITAL, LLC | EAGLE | 128473 | $525.6M | 8 | 2025-09-30 | → |
| 159 | MISSION FINANCIAL GROUP, LLC | LAS VEGAS | 311876 | $310.9M | 6 | 2026-05-31 | → |
| 160 | BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION | BOULDER | 107485 | $2.24B | 27 | 2026-05-31 | → |
| 161 | SGL INVESTMENT ADVISORS, INC. | MISSOULA | 145167 | $391.6M | 7 | 2025-09-30 | → |
| 162 | RB CAPITAL MANAGEMENT, LLC | RENO | 125678 | $930.6M | 16 | 2026-03-31 | → |
| 163 | CAPSTONE CAPITAL LLC | HENDERSON | 123764 | $408.4M | 4 | 2026-02-28 | → |
| 164 | COLLEGIATE PEAKS ASSET MANAGEMENT, LLC | DENVER | 322086 | $365.1M | 3 | 2026-03-31 | → |
| 165 | ATHENAINVEST ADVISORS LLC | GREENWOOD VILLAGE | 146224 | $80.4M | 5 | 2025-03-31 | → |
| 166 | COHESION WEALTH MANAGEMENT, LLC | BROOMFIELD | 308980 | $171.0M | 5 | 2026-03-31 | → |
| 167 | GHP INVESTMENT ADVISORS INC | DENVER | 107563 | $3.06B | 25 | 2026-03-31 | → |
| 168 | 1888 INVESTMENTS, LLC | DENVER | 312491 | $5.91B | 13 | 2026-03-31 | → |
| 169 | KEYSTONE GLOBAL PARTNERS LLC | DENVER | 153147 | $580.5M | 4 | 2026-04-30 | → |
| 170 | PETERSON WEALTH ADVISORS, LLC | OREM | 146349 | $829.7M | 13 | 2026-04-30 | → |
| 171 | FRONT STREET CAPITAL MANAGEMENT, INC. | MISSOULA | 141974 | $862.0M | 6 | 2026-05-31 | → |
| 172 | TANDEM FINANCIAL, LLC | GREENWOOD VILLAGE | 292565 | $541.8M | 6 | 2026-06-30 | → |
| 173 | DRIVE WEALTH MANAGEMENT, LLC | LEHI | 174728 | $1.50B | 17 | 2026-04-30 | → |
| 174 | KESLER, NORMAN & WRIDE, LLC | OGDEN | 307667 | $661.4M | 9 | 2026-06-30 | → |
| 175 | PETERSON WEALTH SERVICES INC. | SOUTH OGDEN | 288620 | $528.5M | 6 | 2026-03-31 | → |
| 176 | CAPSTONE WEALTH MANAGEMENT, INC. | BILLINGS | 130128 | $354.3M | 8 | 2026-03-31 | → |
| 177 | VISION RIDGE PARTNERS, LLC | BOULDER | 174836 | $6.11B | 35 | 2026-05-31 | → |
| 178 | LARSEN, GLEN ALLEN | SALT LAKE CITY | 118496 | $146.6M | 1 | 2026-03-31 | → |
| 179 | BONFIRE FINANCIAL, LLC | COLORADO SPRINGS | 288522 | $234.0M | 4 | 2026-05-31 | → |
| 180 | ALPHA WEALTH FUNDS, LLC | PARK CITY | 150231 | $214.1M | 11 | 2026-06-30 | → |
| 181 | CAPITAL ASSET MANAGEMENT, LLC | DENVER | 284505 | $208.8M | 5 | 2026-03-31 | → |
| 182 | THE MARTIN WORLEY GROUP | COTTONWOOD HEIGHTS | 169006 | $385.0M | 5 | 2025-03-31 | → |
| 183 | DESERT ROSE CAPITAL MANAGEMENT, INC. | MERIDIAN | 154331 | $192.1M | 22 | 2026-03-31 | → |
| 184 | GROWSTRONG WEALTH STRATEGIES, LLC | FORT COLLINS | 308299 | $127.0M | 3 | 2026-06-30 | → |
| 185 | PACIFIC VALUE, LLC | BOISE | 147086 | $190.0M | 4 | 2026-03-31 | → |
| 186 | GPS WEALTH STRATEGIES GROUP, LLC | CENTENNIAL | 285507 | $1.42B | 5 | 2025-12-31 | → |
| 187 | OPEN WINDOW FINANCIAL SOLUTIONS, LTD. | RENO | 131562 | $284.4M | 6 | 2026-03-31 | → |
| 188 | HAWKE FINANCIAL GROUP, LLC | MERIDIAN | 301733 | $269.6M | 2 | 2026-04-30 | → |
| 189 | PEAK ASSET MANAGEMENT, LLC | LOUISVILLE | 106944 | $1.01B | 16 | 2026-03-31 | → |
| 190 | WAMBOLT & ASSOCIATES, LLC | LITTLETON | 153454 | $586.8M | 13 | 2025-03-31 | → |
| 191 | ALTURA PRIVATE WEALTH LLC | CENTERVILLE | 340533 | $129.1M | 6 | 2026-06-30 | → |
| 192 | 56 CAPITAL PARTNERS, LTD | COLORADO SPRINGS | 290938 | $113.3M | 3 | 2026-06-30 | → |
| 193 | AMERICAN WEALTH MANAGEMENT | RENO | 122205 | $760.5M | 9 | 2026-06-30 | → |
| 194 | ROSEL WEALTH MANAGEMENT, LLC | HIGHLANDS RANCH | 291065 | $630.2M | 4 | 2026-04-30 | → |
| 195 | NORTH CAPITAL, INC. | SALT LAKE CITY | 148802 | $365.8M | 12 | 2026-05-31 | → |
| 196 | ROSECAP INVESTMENT ADVISORS, LLC | GRAND JUNCTION | 152054 | $527.5M | 8 | 2026-03-31 | → |
| 197 | KINGSBRIDGE WEALTH MANAGEMENT, INC. | LAS VEGAS | 165560 | $469.3M | 8 | 2026-03-31 | → |
| 198 | PINNACLE WEST ASSET MANAGEMENT INC | CASPER | 106527 | $245.9M | 3 | 2026-04-30 | → |
| 199 | SKYOAK CAPITAL, INC. | LAS VEGAS | 154248 | $219.2M | 5 | 2026-03-31 | → |
| 200 | AMERICAN CAPITAL ADVISORY, LLC | KETCHUM | 141944 | $334.4M | 7 | 2026-03-31 | → |
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