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 | |
|---|---|---|---|---|---|---|---|
| 301 | EVERGREEN WEALTH PARTNERS LLC | KALISPELL | 335451 | $405.2M | 9 | 2026-03-31 | → |
| 302 | AUTHENTIC COUNSEL, LLC | GREENWOOD VILLAGE | 173306 | $172.6M | 8 | 2026-03-31 | → |
| 303 | SCHULTZ FINANCIAL GROUP INCORPORATED | RENO | 108724 | $214.8M | 4 | 2026-06-30 | → |
| 304 | ASPEN WEALTH STRATEGIES, LLC | ARVADA | 307424 | $312.2M | 7 | 2026-02-28 | → |
| 305 | PETRA FINANCIAL ADVISORS INC | COLORADO SPRINGS | 107196 | $447.2M | 15 | 2026-03-31 | → |
| 306 | SUMMIT HILL WEALTH MANAGEMENT, LLC | GREENWOOD VILLAGE | 296740 | $145.7M | 4 | 2026-02-28 | → |
| 307 | DIVERSIFIED ASSET MANAGEMENT, INC. | BOULDER | 112743 | $126.4M | 2 | 2025-01-31 | → |
| 308 | MCALVANY WEALTH MANAGEMENT, LLC | DURANGO | 146021 | $224.2M | 5 | 2026-03-31 | → |
| 309 | WORLD CAPITAL ADVISORS, LLC | DENVER | 135941 | $72.0M | 1 | 2026-03-31 | → |
| 310 | ADAMS WEALTH MANAGEMENT LLC | LOGAN | 286087 | $565.8M | 18 | 2026-04-30 | → |
| 311 | JACOBSEN CAPITAL MANAGEMENT, LLC | SALT LAKE CITY | 116085 | $562.9M | 4 | 2026-03-31 | → |
| 312 | MARKLE FINANCIAL LLC | LARAMIE | 302088 | $141.2M | 7 | 2026-06-30 | → |
| 313 | SHEARWATER CAPITAL, LLC | DENVER | 115399 | $427.3M | 4 | 2026-03-31 | → |
| 314 | READ & POWELL FINANCIAL SERVICES, LLC | ELKO | 130189 | $159.7M | 3 | 2026-03-31 | → |
| 315 | NAVELLIER & ASSOCIATES INC | RENO | 107568 | $1.10B | 21 | 2026-05-31 | → |
| 316 | INCOME FOCUS PORTFOLIO MANAGEMENT, LLC | JACKSON | 165477 | $362.5M | 3 | 2026-02-28 | → |
| 317 | PEAK FINANCIAL ADVISORS, LLC | DENVER | 115207 | $268.8M | 3 | 2026-03-31 | → |
| 318 | LEGACY WEALTH PARTNERS, LLC | LAKEWOOD | 333032 | $646.0M | 15 | 2026-02-28 | → |
| 319 | TRAILWISE FINANCIAL PARTNERS, LLC | GOLDEN | 323530 | $144.8M | 4 | 2026-04-30 | → |
| 320 | NOBLE WEALTH MANAGEMENT P.B.C. | GREENWOOD VILLAGE | 322607 | $400.5M | 5 | 2026-02-28 | → |
| 321 | INVESTMENT RESEARCH CORP | DENVER | 108208 | $76.3M | 21 | 2026-03-31 | → |
| 322 | ASSOCIATION FINANCIAL SERVICES INC. | SALT LAKE CITY | 142205 | $1.27B | 19 | 2026-03-31 | → |
| 323 | GERVAIS CAPITAL MANAGEMENT, LLC | WILSON | 299347 | $155.9M | 1 | 2026-06-30 | → |
| 324 | THE KARRAS COMPANY, INC. | ROY | 109578 | $372.9M | 7 | 2026-02-28 | → |
| 325 | PROFESSIONAL FINANCIAL MANAGEMENT, INC. | BOZEMAN | 118117 | $304.1M | 2 | 2026-03-31 | → |
| 326 | PARAGON CAPITAL MANAGEMENT INC | PROVO | 105962 | $153.4M | 5 | 2026-03-31 | → |
| 327 | PEACE OF MIND FINANCIAL, INC | COLORADO SPRINGS | 289067 | $123.6M | 5 | 2026-03-31 | → |
| 328 | ENVOY ADVISORY INC. | COLORADO SPRINGS | 306559 | $615.0M | 23 | 2026-03-31 | → |
| 329 | SUNDANCE BAY INVESTMENT MANAGER, LLC | SALT LAKE CITY | 301868 | $2.09B | 69 | 2026-03-31 | → |
| 330 | MAIA WEALTH, LLC | DENVER | 292817 | $973.0M | 43 | 2026-05-31 | → |
| 331 | BOWERS WEALTH MANAGEMENT, INC. | GLENBROOK | 145476 | $298.5M | 2 | 2026-01-31 | → |
| 332 | PETERSON FINANCIAL SERVICES LLC | DENVER | 106127 | $124.0M | 2 | 2026-02-28 | → |
| 333 | RYAN INVESTMENT MANAGEMENT, INC. | BASALT | 115755 | $272.0M | 7 | 2026-04-30 | → |
| 334 | BRIGHTON WEALTH MANAGEMENT, INC. | COTTONWOOD HEIGHTS | 148457 | $131.9M | 5 | 2026-06-30 | → |
| 335 | FIRST SOURCE INVESTMENT PARTNERS, LLC | LONE TREE | 322893 | $154.0M | 4 | 2026-03-31 | → |
| 336 | PERSPECTIVE WEALTH PARTNERS, LLC | BOISE | 140330 | $843.9M | 12 | 2026-02-28 | → |
| 337 | CDKV HOLDINGS LLC | DENVER | 299856 | $187.5M | 2 | 2026-03-31 | → |
| 338 | O'DOMHNAILL ENTERPRISES, INC. | CODY | 323384 | $123.3M | 6 | 2026-02-28 | → |
| 339 | INTERGY PRIVATE WEALTH, LLC | COLORADO SPRINGS | 315698 | $602.6M | 8 | 2026-03-31 | → |
| 340 | LOTUSGROUP ADVISORS, LLC | DENVER | 143379 | $286.0M | 10 | 2026-06-30 | → |
| 341 | J.F. WILLIAMS CO., INC. | DENVER | 113569 | $286.5M | 4 | 2026-03-31 | → |
| 342 | GAINLINE FINANCIAL PARTNERS, LLC | LOUISVILLE | 326716 | $348.6M | 6 | 2026-06-30 | → |
| 343 | WHIPPLEWOOD ADVISORS, LLC | LITTLETON | 282860 | $324.5M | 6 | 2026-05-31 | → |
| 344 | D&A ADVISORS, LLC | RENO | 307227 | $127.1M | 2 | 2026-06-30 | → |
| 345 | FIVE PINE WEALTH MANAGEMENT INC. | COEUR D'ALENE | 317657 | $191.8M | 3 | 2026-02-28 | → |
| 346 | PROMONTORY FINANCIAL PLANNING, LLC | FARMINGTON | 153666 | $319.0M | 12 | 2026-02-28 | → |
| 347 | HAROLD W. DANCE INC. | LOGAN | 1582 | $158.0M | 8 | 2026-03-31 | → |
| 348 | ROCKHILL ADVISORS LLC | VICTOR | 288789 | $174.2M | 2 | 2026-02-28 | → |
| 349 | COORDINATED FINANCIAL SERVICES, INC. | DENVER | 147881 | $427.3M | 4 | 2026-03-31 | → |
| 350 | A & I FINANCIAL SERVICES, LLC | LONE TREE | 148357 | $560.0M | 9 | 2026-04-30 | → |
| 351 | BIG SKY WEALTH ADVISORS, LLC | GREAT FALLS | 321272 | $134.6M | 2 | 2026-06-30 | → |
| 352 | BOULDER WEALTH ADVISORS, LLC | BOULDER | 115069 | $337.9M | 4 | 2026-03-31 | → |
| 353 | G&S CAPITAL LLC | DENVER | 171033 | $475.6M | 9 | 2026-05-31 | → |
| 354 | PEAK INVESTMENT ADVISORS, INC. | COLORADO SPRINGS | 113967 | $234.6M | 2 | 2026-03-31 | → |
| 355 | GK WEALTH MANAGEMENT LLC | RENO | 296847 | $258.8M | 5 | 2026-03-31 | → |
| 356 | VARRA WEALTH MANAGEMENT LLC | LOUISVILLE | 324044 | $305.6M | 8 | 2026-05-31 | → |
| 357 | ELEVATE CAPITAL ADVISORS, INC. | EAGLE | 288190 | $183.3M | 6 | 2026-05-31 | → |
| 358 | ARRIEN INVESTMENTS, INC. | BOISE | 321819 | $226.6M | 5 | 2026-02-28 | → |
| 359 | YOUR IA, LLC | ST. GEORGE | 338535 | $106.6M | 19 | 2026-04-30 | → |
| 360 | BAUER WEALTH MANAGEMENT INC. | COLORADO SPRINGS | 152977 | $205.9M | 3 | 2026-05-31 | → |
| 361 | DECKER RETIREMENT PLANNING INC. | LEHI | 284281 | $359.9M | 23 | 2026-05-31 | → |
| 362 | INVESTMENT MANAGEMENT CONSULTANTS | LAS VEGAS | 122718 | $440.3M | 2 | 2026-04-30 | → |
| 363 | ELEVAGE PARTNERS, LLC | RENO | 158386 | $154.6M | 8 | 2026-03-31 | → |
| 364 | ATHENA WEALTH MANAGEMENT, LLC | RENO | 319373 | $174.0M | 3 | 2026-03-31 | → |
| 365 | KEELER THOMAS MANAGEMENT LLC | OREM | 109522 | $305.5M | 12 | 2026-03-31 | → |
| 366 | VITAL INVESTMENT MANAGEMENT LLC | LOVELAND | 300811 | $283.9M | 8 | 2026-03-31 | → |
| 367 | INTEGRA FINANCIAL, INC. | GREENWOOD VILLAGE | 113422 | $123.4M | 5 | 2026-03-31 | → |
| 368 | HEATON FINANCIAL, PC | CEDAR CITY | 134578 | $140.1M | 2 | 2026-06-30 | → |
| 369 | COPPERLINE WEALTH MANAGEMENT & PLANNING | CODY | 335796 | $126.6M | 3 | 2026-03-31 | → |
| 370 | ELYSIUM WEALTH MANAGEMENT, LLC | SOUTH JORDAN | 312068 | $352.3M | 22 | 2026-04-30 | → |
| 371 | AEGIS WEALTH GROUP, LLC | MIDVALE | 222515 | $247.7M | 20 | 2026-03-31 | → |
| 372 | E6 PORTFOLIOS | MIDVALE | 326617 | $239.4M | 9 | 2026-03-31 | → |
| 373 | M.Z. KARK & ASSOCIATES, INC | DENVER | 106627 | $369.6M | 4 | 2026-05-31 | → |
| 374 | GW FINANCIAL, INC. | RENO | 110478 | $133.8M | 3 | 2026-04-30 | → |
| 375 | WHALEN WEALTH MANAGEMENT INC. | LAS VEGAS | 311869 | $223.0M | 10 | 2026-05-31 | → |
| 376 | THE WILLIAM ALLAN CORPORATION | FORT COLLINS | 133147 | $204.4M | 12 | 2026-04-30 | → |
| 377 | IMPACTFOLIO LLC | DENVER | 291716 | $288.9M | 3 | 2026-02-28 | → |
| 378 | PARAMOUNT ASSOCIATES WEALTH MANAGEMENT, LLC | GREENWOOD VILLAGE | 288537 | $146.5M | 3 | 2026-03-31 | → |
| 379 | BAM WEALTH MANAGEMENT LLC | LAKEWOOD | 330237 | $202.0M | 16 | 2026-06-30 | → |
| 380 | BRUCE G. ALLEN INVESTMENTS, LLC | DENVER | 287859 | $258.1M | 2 | 2026-03-31 | → |
| 381 | ELEVATED CAPITAL ADVISORS, LLC | DRAPER | 226721 | $499.1M | 30 | 2026-03-31 | → |
| 382 | CHEROKEE & WALKER MANAGEMENT, LLC | SALT LAKE CITY | 160962 | $100.8M | 5 | 2026-03-31 | → |
| 383 | PARAGON CAPITAL MANAGEMENT | DENVER | 105147 | $1.32B | 6 | 2026-03-31 | → |
| 384 | SMEDLEY FINANCIAL SERVICES INC | SALT LAKE CITY | 110870 | $341.8M | 10 | 2025-08-31 | → |
| 385 | PEAK PLANNING GROUP, LLC | CENTENNIAL | 289891 | $710.0M | 11 | 2026-05-31 | → |
| 386 | ZIDEL FINANCIAL, INC. | BRECKENRIDGE | 135047 | $159.6M | 1 | 2026-03-31 | → |
| 387 | RJJ PASADENA SECURITIES, INC. | HENDERSON | 8425 | $110.3M | 2 | 2026-06-30 | → |
| 388 | HIGGINS & SCHMIDT WEALTH STRATEGIES LLC | DENVER | 286063 | $279.5M | 6 | 2026-03-31 | → |
| 389 | BAUMAN ADVISORY GROUP, LLC | LAS VEGAS | 153061 | $206.4M | 19 | 2026-05-31 | → |
| 390 | PIEDMONT CAPITAL MANAGEMENT, LLC | WHITEFISH | 165775 | $231.8M | 3 | 2026-03-31 | → |
| 391 | LIFE PLANNING ADVISORS LLC | BIGFORK | 151292 | $169.2M | 4 | 2026-03-31 | → |
| 392 | SWITCHPOINT FINANCIAL PLANNING LLC | LEHI | 282856 | $367.1M | 3 | 2026-03-31 | → |
| 393 | ROUBAIX CAPITAL, LLC | DENVER | 269879 | $298.9M | 7 | 2026-03-31 | → |
| 394 | ALPHA PRINCIPLE, LLC | ENGLEWOOD | 317053 | $253.3M | 6 | 2025-03-31 | → |
| 395 | PETERSON WEALTH MANAGEMENT, LLC | SPARKS | 285415 | $251.1M | 7 | 2026-05-31 | → |
| 396 | OXFORD WEALTH MANAGEMENT LLC | LINDON | 332725 | $109.6M | 11 | 2026-06-30 | → |
| 397 | MEDICUS WEALTH PLANNING, INC. | DRAPER | 282904 | $160.8M | 5 | 2026-05-31 | → |
| 398 | LANDMARK WEALTH ADVISORS, LLC | FARMINGTON | 166989 | $135.9M | 2 | 2026-03-31 | → |
| 399 | AGEMY WEALTH ADVISORS, LLC | DEVER | 218512 | $130.5M | 6 | 2026-03-31 | → |
| 400 | CREDENTIALED WEALTH ADVISORS, LLC | JOHNSTOWN | 312517 | $139.8M | 4 | 2026-02-28 | → |
Related Lists
Sleeve433 firms · 2026-06-30