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 | |
|---|---|---|---|---|---|---|---|
| 401 | FORTHRIGHT CAPITAL ADVISORY LLC | LAS VEGAS | 323596 | $107.7M | 22 | 2026-03-31 | → |
| 402 | MARSHALL INVESTMENT MANAGEMENT, LLC | GREENWOOD VILLAGE | 174817 | $298.0M | 8 | 2026-06-30 | → |
| 403 | PALLER FINANCIAL SERVICES, INC. | CENTENNIAL | 161531 | $147.9M | 6 | 2026-02-28 | → |
| 404 | CORNERSTONE INVESTMENT ADVISORS, LLC | BOULDER | 116447 | $180.8M | 2 | 2026-03-31 | → |
| 405 | TNL ASSET MANAGEMENT LLC | BOULDER | 137419 | $139.3M | 4 | 2026-02-28 | → |
| 406 | INTEGRITY WEALTH SOLUTIONS LLC | DENVER | 284862 | $369.0M | 2 | 2026-03-31 | → |
| 407 | VENTANA PRIVATE WEALTH LLC | DENVER | 311878 | $158.6M | 3 | 2026-03-31 | → |
| 408 | PERSPECTIVE WEALTH ADVISORS LLC | LOVELAND | 332574 | $158.0M | 7 | 2026-03-31 | → |
| 409 | MONEY MANAGERS, INC. | LAS VEGAS | 151602 | $53.2M | 4 | 2025-06-30 | → |
| 410 | PRESTIGE WEALTHWIDE, LLC | LEHI | 321789 | $198.5M | 3 | 2026-01-31 | → |
| 411 | RIDGEGATE ADVISORS, LLC | ENGLEWOOD | 334233 | $119.0M | 11 | 2026-03-31 | → |
| 412 | RW BAKER WEALTH MANAGEMENT GROUP LLC | CHEYENNE | 297087 | $134.9M | 2 | 2026-02-28 | → |
| 413 | ALPINE WEALTH ADVISORS, LLC | DENVER | 105433 | $115.7M | 1 | 2026-03-31 | → |
| 414 | DENVER WEALTH MANAGEMENT, INC. | DENVER | 284868 | $529.8M | 18 | 2026-04-30 | → |
| 415 | PANORAMIC INVESTMENT ADVISORS, LLC | GLENDALE | 290770 | $350.6M | 12 | 2026-03-31 | → |
| 416 | LOYD FINANCIAL MANAGEMENT INC. | CENTENNIAL | 112236 | $133.5M | 2 | 2026-02-28 | → |
| 417 | NAVIGATION WEALTH MANAGEMENT, INC. | FORT COLLINS | 282640 | $103.2M | 8 | 2026-03-31 | → |
| 418 | SOLIDARITY WEALTH, LLC | LEHI | 315843 | $704.2M | 12 | 2026-03-31 | → |
| 419 | CHERRY CREEK INVESTMENT ADVISORS INC | ENGLEWOOD | 107426 | $351.9M | 3 | 2026-05-31 | → |
| 420 | FIVE SEASONS FINANCIAL PLANNING LLC | SALT LAKE CITY | 130766 | $109.3M | 1 | 2025-08-31 | → |
| 421 | MOUNTAIN CAPITAL INVESTMENT ADVISORS INC | WESTMINSTER | 156660 | $929.1M | 17 | 2026-05-31 | → |
| 422 | PEAK FINANCIAL MANAGEMENT, INC. | BROOMFIELD | 281223 | $109.4M | 4 | 2026-02-28 | → |
| 423 | HINDS FINANCIAL GROUP INC | LAKEWOOD | 129971 | $536.9M | 10 | 2025-12-31 | → |
| 424 | JIM SAULNIER & ASSOCIATES, LLC | FORT COLLINS | 169889 | $286.4M | 7 | 2026-06-30 | → |
| 425 | AFINITIV LLC | SHERIDAN | 305672 | $270,831 | 2 | 2025-09-30 | → |
| 426 | FINANCIAL ACTION, INC. | MONUMENT | 140285 | $100.3M | 6 | 2026-06-30 | → |
| 427 | SUN FINANCIAL, INC. | MIDVALE | 333404 | $217.5M | 5 | 2026-03-31 | → |
| 428 | WEALTH MANAGEMENT CPAS, LLC | SALT LAKE CITY | 310096 | $329.2M | 10 | 2026-05-31 | → |
| 429 | CEDARWOOD WEALTH LLC | HIGHLANDS RANCH | 334756 | $213.4M | 3 | 2026-06-30 | → |
| 430 | BLUE DIAMOND CAPITAL INVESTMENT ADVISORS, LLC | PROVO | 333059 | $301.4M | 3 | 2026-03-31 | → |
| 431 | SUMMITPOINT CAPITAL MANAGEMENT | LITTLETON | 336856 | $132.5M | 3 | 2026-04-30 | → |
| 432 | DOWNING STREET WEALTH MANAGEMENT LLC | GREENWOOD VILLAGE | 152983 | $175.6M | 2 | 2026-03-31 | → |
| 433 | ENDURING WEALTH MANAGEMENT, LLC | MERIDIAN | 337527 | $181.4M | 1 | 2026-03-31 | → |
Related Lists
Sleeve433 firms · 2026-06-30