Research Report · 2026-06-30
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
700
Total AUM
$1.80T
Median AUM
$337.6M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 101 | RCF MANAGEMENT, LLC | DENVER | 161007 | $1.76B | 49 | 2026-03-31 | → |
| 102 | RW INVESTMENT MANAGEMENT LLC | EAGLE | 282707 | $1.73B | 20 | 2026-03-31 | → |
| 103 | CORUNDUM GROUP, INC. | COLORADO SPRINGS | 106490 | $1.69B | 12 | 2026-05-31 | → |
| 104 | WEST RIM CAPITAL ASSOCIATES II, L.P. | LEHI | 145085 | $1.66B | 30 | 2026-03-31 | → |
| 105 | BUCK WEALTH STRATEGIES, LLC | DENVER | 322138 | $1.64B | 102 | 2026-06-30 | → |
| 106 | AVEO CAPITAL PARTNERS, LLC | ENGLEWOOD | 157728 | $1.64B | 27 | 2025-04-30 | → |
| 107 | ALTA CAPITAL MANAGEMENT LLC | SALT LAKE CITY | 106786 | $1.60B | 19 | 2026-06-30 | → |
| 108 | FLAT ROCK GLOBAL, LLC | JACKSON | 288551 | $1.57B | 13 | 2026-03-31 | → |
| 109 | DELTA-V CAPITAL, LLC | DENVER | 161800 | $1.57B | 18 | 2026-03-31 | → |
| 110 | LAB QUANTITATIVE STRATEGIES, LLC | DENVER | 312409 | $1.57B | 23 | 2026-03-31 | → |
| 111 | TRUE FREEDOM INVESTING, LLC | COEUR D'ALENE | 322728 | $1.56B | 15 | 2026-06-30 | → |
| 112 | TOWNSEND & ASSOCIATES, INC. | WESTMINSTER | 113681 | $1.52B | 30 | 2026-06-30 | → |
| 113 | FRONTRANGE CAPITAL ADVISERS, LLC | DENVER | 162388 | $1.51B | 29 | 2026-03-31 | → |
| 114 | PRV MANAGEMENT, L.P. | DENVER | 160667 | $1.50B | 22 | 2026-03-31 | → |
| 115 | DRIVE WEALTH MANAGEMENT, LLC | LEHI | 174728 | $1.50B | 17 | 2026-04-30 | → |
| 116 | CLASS VI FAMILY OFFICE, LLC | DENVER | 285035 | $1.50B | 9 | 2026-02-28 | → |
| 117 | MOUNTAINGATE MANAGEMENT CO., LLC | DENVER | 294899 | $1.49B | 22 | 2026-03-31 | → |
| 118 | ALLIED INVESTMENT ADVISORS LLC | BILLINGS | 159103 | $1.49B | 12 | 2026-02-28 | → |
| 119 | PINKERTON WEALTH, LLC | COEUR D'ALENE | 120973 | $1.44B | 49 | 2026-06-30 | → |
| 120 | PORTSIDE WEALTH GROUP, LLC | PROVO | 325175 | $1.43B | 54 | 2026-06-30 | → |
| 121 | GPS WEALTH STRATEGIES GROUP, LLC | CENTENNIAL | 285507 | $1.42B | 5 | 2025-12-31 | → |
| 122 | B.O.S.S. RETIREMENT ADVISORS, LLC | LEHI | 171143 | $1.38B | 87 | 2026-04-30 | → |
| 123 | INSTITUTE FOR WEALTH MANAGEMENT LLC | DENVER | 127207 | $1.37B | 19 | 2026-06-30 | → |
| 124 | CAPITAL INVESTMENT COUNSEL, LLC | DENVER | 328472 | $1.35B | 8 | 2026-03-31 | → |
| 125 | CROSS CREEK ADVISORS, LLC | SALT LAKE CITY | 165803 | $1.35B | 20 | 2026-03-31 | → |
| 126 | ASPEN CAPITAL MANAGEMENT | BOISE | 119050 | $1.34B | 12 | 2026-02-28 | → |
| 127 | INSPIRE ADVISORS, LLC | MERIDIAN | 300279 | $1.33B | 63 | 2026-06-30 | → |
| 128 | IRON GATE GLOBAL ADVISORS, LLC | NORTH SALT LAKE | 111177 | $1.32B | 7 | 2026-03-31 | → |
| 129 | PARAGON CAPITAL MANAGEMENT | DENVER | 105147 | $1.32B | 6 | 2026-03-31 | → |
| 130 | SWAN CAPITAL MANAGEMENT, LLC | DURANGO | 164280 | $1.30B | 5 | 2026-03-31 | → |
| 131 | REDEFINE VENTURES LLC | BOULDER | 323691 | $1.28B | 2 | 2026-06-30 | → |
| 132 | OPHIR ASSET MANAGEMENT US LLC | DENVER | 312619 | $1.27B | 5 | 2026-03-31 | → |
| 133 | ASSOCIATION FINANCIAL SERVICES INC. | SALT LAKE CITY | 142205 | $1.27B | 19 | 2026-03-31 | → |
| 134 | ANDINA CAPITAL MANAGEMENT, LLC | LOGAN | 151762 | $1.26B | 31 | 2026-03-31 | → |
| 135 | FIDUCIARY SERVICES LLC | POCATELLO | 314777 | $1.26B | 7 | 2025-03-31 | → |
| 136 | THREE SEASONS WEALTH | SALT LAKE CITY | 326517 | $1.23B | 14 | 2026-03-31 | → |
| 137 | WYNKOOP LLC | GREENWOOD VILLAGE | 150018 | $1.22B | 7 | 2026-06-30 | → |
| 138 | ARISTA WEALTH MANAGEMENT, LLC | LAS VEGAS | 141504 | $1.20B | 16 | 2026-04-30 | → |
| 139 | EVERWEST ADVISORS LLC | DENVER | 167125 | $1.20B | 109 | 2026-03-31 | → |
| 140 | SACHEM HILL LLC | DENVER | 174210 | $1.18B | 8 | 2026-03-31 | → |
| 141 | CRUSONIA WEALTH ADVISORS LLC | DENVER | 330057 | $1.18B | 20 | 2026-03-31 | → |
| 142 | JFG WEALTH MANAGEMENT, LLC | DENVER | 285023 | $1.16B | 47 | 2025-08-31 | → |
| 143 | BOW RIVER ADVISERS, LLC | DENVER | 325285 | $1.16B | 27 | 2026-03-31 | → |
| 144 | IBEX INVESTORS LLC | DENVER | 126496 | $1.16B | 23 | 2026-06-30 | → |
| 145 | AETHER INVESTMENT PARTNERS, LLC | LITTLETON | 149742 | $1.14B | 3 | 2026-03-31 | → |
| 146 | SHARKEY HOWES & JAVER INC | DENVER | 106050 | $1.13B | 14 | 2026-04-30 | → |
| 147 | SCHAEFER FINANCIAL MANAGEMENT, INC. | CENTENNIAL | 110110 | $1.11B | 9 | 2026-03-31 | → |
| 148 | HEIRLOOM WEALTH MANAGEMENT LLC | GREENWOOD VILLAGE | 292277 | $1.11B | 18 | 2026-04-30 | → |
| 149 | NAVELLIER & ASSOCIATES INC | RENO | 107568 | $1.10B | 21 | 2026-05-31 | → |
| 150 | CREST ROCK MANAGEMENT COMPANY LP | DENVER | 305101 | $1.10B | 14 | 2026-05-31 | → |
| 151 | BRUNI J V & CO | COLORADO SPRINGS | 106644 | $1.10B | 5 | 2026-03-31 | → |
| 152 | MATTERN CAPITAL MANAGEMENT, LLC | LAKEWOOD | 299342 | $1.07B | 9 | 2026-03-31 | → |
| 153 | TBFM LLP | BOISE | 109361 | $1.05B | 10 | 2025-03-31 | → |
| 154 | DTCP USA LLC | LAS VEGAS | 297884 | $1.05B | 4 | 2026-04-30 | → |
| 155 | DREAM U.S. MANAGER LLC | DENVER | 314547 | $1.04B | 42 | 2026-03-31 | → |
| 156 | PEAK ASSET MANAGEMENT, LLC | LOUISVILLE | 106944 | $1.01B | 16 | 2026-03-31 | → |
| 157 | BAYSWATER MANAGEMENT COMPANY LP | DENVER | 285290 | $991.5M | 18 | 2026-03-31 | → |
| 158 | AMERICAN INDEPENDENT SECURITIES GROUP, LLC | EAGLE | 135288 | $986.3M | 49 | 2026-03-31 | → |
| 159 | SEMPER AUGUSTUS INVESTMENTS GROUP LLC | HIGHLANDS RANCH | 108153 | $982.2M | 9 | 2026-03-31 | → |
| 160 | SUMMIT WEALTH & RETIREMENT PLANNING, INC. | EAGLE | 285972 | $978.1M | 12 | 2026-03-31 | → |
| 161 | MAIA WEALTH, LLC | DENVER | 292817 | $973.0M | 43 | 2026-05-31 | → |
| 162 | ELK RIVER WEALTH MANAGEMENT LLC | DENVER | 307263 | $971.3M | 11 | 2026-02-28 | → |
| 163 | UNITING WEALTH PARTNERS LLC | DENVER | 332317 | $934.6M | 23 | 2026-06-30 | → |
| 164 | SANDLOT PARTNERS, LLC | OREM | 311409 | $934.5M | 18 | 2026-05-31 | → |
| 165 | MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC | BOISE | 104749 | $933.7M | 6 | 2026-03-31 | → |
| 166 | RB CAPITAL MANAGEMENT, LLC | RENO | 125678 | $930.6M | 16 | 2026-03-31 | → |
| 167 | MOUNTAIN CAPITAL INVESTMENT ADVISORS INC | WESTMINSTER | 156660 | $929.1M | 17 | 2026-05-31 | → |
| 168 | SPRINKLE FINANCIAL CONSULTANTS LLC | LITTLETON | 112227 | $926.1M | 8 | 2026-03-31 | → |
| 169 | FI401K ADVISORS, LLC | CENTENNIAL | 168408 | $915.0M | 2 | 2026-01-31 | → |
| 170 | SG TRADING SOLUTIONS, LLC | BOUNTIFUL | 322928 | $911.7M | 5 | 2026-05-31 | → |
| 171 | TAYLOR DERRICK CAPITAL, L.L.C. | SALT LAKE CITY | 158016 | $910.7M | 22 | 2026-03-31 | → |
| 172 | STRATEGIC PLANNING GROUP, LLC | BOUNTIFUL | 113844 | $910.3M | 20 | 2026-03-31 | → |
| 173 | DARWIN VENTURES, LLC | SANDPOINT | 157665 | $908.0M | 4 | 2026-03-31 | → |
| 174 | FIRST AFFIRMATIVE FINANCIAL NETWORK LLC | COLORADO SPRINGS | 109036 | $905.2M | 23 | 2026-05-31 | → |
| 175 | TELEO CAPITAL MANAGEMENT LLC | BOISE | 307203 | $894.1M | 26 | 2026-03-31 | → |
| 176 | THE MILLSTONE EVANS GROUP, LLC | BOULDER | 311142 | $893.3M | 8 | 2026-05-31 | → |
| 177 | GO INVEST LLC | WEST JORDAN | 291884 | $889.0M | 1 | 2026-03-31 | → |
| 178 | PILGRIM GLOBAL ADVISORS LLC | RENO | 323259 | $884.2M | 11 | 2026-03-31 | → |
| 179 | XY INVESTMENT SOLUTIONS, LLC | BOZEMAN | 285967 | $881.5M | 65 | 2026-06-30 | → |
| 180 | ICON ADVISERS, INC. | GREENWOOD VILLAGE | 108268 | $875.9M | 14 | 2026-05-31 | → |
| 181 | INTEGRITY FINANCIAL CORPORATION | JACKSON | 137125 | $868.1M | 21 | 2026-03-31 | → |
| 182 | GILL CAPITAL PARTNERS, LLC | DENVER | 14559 | $862.4M | 17 | 2026-03-31 | → |
| 183 | FRONT STREET CAPITAL MANAGEMENT, INC. | MISSOULA | 141974 | $862.0M | 6 | 2026-05-31 | → |
| 184 | 1CONFIRMATION GLOBAL, LLC | INCLINE VILLAGE | 295180 | $860.0M | 4 | 2026-06-30 | → |
| 185 | OLYMPUS WEALTH MANAGEMENT, LLC | COTTONWOOD HEIGHTS | 173715 | $850.2M | 18 | 2025-07-31 | → |
| 186 | BASON ASSET MANAGEMENT LLC | LAKEWOOD | 165450 | $848.8M | 2 | 2026-02-28 | → |
| 187 | PERSPECTIVE WEALTH PARTNERS, LLC | BOISE | 140330 | $843.9M | 12 | 2026-02-28 | → |
| 188 | BRIDGE NET LEASE FUND MANAGER LLC | SANDY | 316623 | $843.3M | 587 | 2026-03-31 | → |
| 189 | NET WORTH ADVISORY GROUP, LLC | SANDY | 126983 | $838.4M | 20 | 2026-03-31 | → |
| 190 | ZIONS CAPITAL ADVISORS, INC. | SALT LAKE CITY | 131308 | $830.8M | 14 | 2026-03-31 | → |
| 191 | PETERSON WEALTH ADVISORS, LLC | OREM | 146349 | $829.7M | 13 | 2026-04-30 | → |
| 192 | MANNA TREE PARTNERS, LLC | DENVER | 299654 | $816.2M | 20 | 2026-03-31 | → |
| 193 | FORUM CAPITAL ADVISORS LLC | DENVER | 297582 | $815.2M | 69 | 2026-05-31 | → |
| 194 | KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC. | HIGHLANDS RANCH | 298353 | $813.4M | 10 | 2026-04-30 | → |
| 195 | INVESTMENT MANAGEMENT ASSOCIATES, INC. | GREENWOOD VILLAGE | 110900 | $810.0M | 8 | 2026-05-31 | → |
| 196 | LAPIS ADVISERS, LP | DENVER | 153710 | $789.5M | 12 | 2026-03-31 | → |
| 197 | THE HELMSTAR GROUP, LLC | BOISE | 145074 | $785.6M | 13 | 2026-03-31 | → |
| 198 | HARFST AND ASSOCIATES, INC. | SHERIDAN | 145090 | $783.2M | 8 | 2026-03-31 | → |
| 199 | PRINCETON FUND ADVISORS, LLC | DENVER | 157821 | $780.0M | 8 | 2026-03-31 | → |
| 200 | RAMSAY STATTMAN VELA & PRICE INC | COLORADO SPRINGS | 105156 | $778.5M | 7 | 2026-01-31 | → |
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