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 | |
|---|---|---|---|---|---|---|---|
| 201 | M3F, INC. | SALT LAKE CITY | 151191 | $778.2M | 6 | 2026-03-31 | → |
| 202 | AMERICAN WEALTH MANAGEMENT | RENO | 122205 | $760.5M | 9 | 2026-06-30 | → |
| 203 | TILLMAN HARTLEY LLC | DENVER | 109479 | $746.3M | 5 | 2026-03-31 | → |
| 204 | SEAMOUNT FINANCIAL GROUP INC | COLORADO SPRINGS | 107834 | $745.2M | 10 | 2026-03-31 | → |
| 205 | ALPHA CAPITAL MANAGEMENT GROUP LLC | DENVER | 283624 | $734.4M | 3 | 2026-03-31 | → |
| 206 | CLEAR CREEK WEALTH MANAGEMENT, LLC | DENVER | 288335 | $722.5M | 9 | 2026-04-30 | → |
| 207 | SENECA MANAGEMENT LLC | DENVER | 160345 | $716.9M | 13 | 2026-03-31 | → |
| 208 | ALIGN IMPACT, LLC | DENVER | 176516 | $715.4M | 20 | 2026-04-30 | → |
| 209 | PEAK PLANNING GROUP, LLC | CENTENNIAL | 289891 | $710.0M | 11 | 2026-05-31 | → |
| 210 | DODDS WEALTH, LLC | GREENWOOD VILLAGE | 323632 | $706.2M | 11 | 2026-05-31 | → |
| 211 | SOLIDARITY WEALTH, LLC | LEHI | 315843 | $704.2M | 12 | 2026-03-31 | → |
| 212 | ABG CONSULTANTS, LLC | COTTONWOOD HEIGHTS | 131129 | $697.4M | 4 | 2026-04-30 | → |
| 213 | BLACK SWIFT GROUP, LLC | BOULDER | 286084 | $694.1M | 9 | 2026-03-31 | → |
| 214 | STORDAHL CAPITAL MANAGEMENT, INC. | GREENWOOD VILLAGE | 287916 | $675.9M | 11 | 2026-03-31 | → |
| 215 | FOCUSED ALPHA, LLC | GREENWOOD VILLAGE | 310591 | $663.9M | 8 | 2026-03-31 | → |
| 216 | KESLER, NORMAN & WRIDE, LLC | OGDEN | 307667 | $661.4M | 9 | 2026-06-30 | → |
| 217 | PALISADE INVESTMENTS, LLC | ZEPHYR COVE | 124776 | $652.7M | 8 | 2026-03-31 | → |
| 218 | PROPRIETARY CAPITAL, LLC | DENVER | 125139 | $651.8M | 19 | 2026-05-31 | → |
| 219 | CEDRUS HOLDING CO, LLC | LITTLETON | 312878 | $651.1M | 17 | 2025-02-28 | → |
| 220 | LEGACY WEALTH PARTNERS, LLC | LAKEWOOD | 333032 | $646.0M | 15 | 2026-02-28 | → |
| 221 | TRIUMPH CAPITAL MANAGEMENT | DENVER | 282814 | $645.6M | 18 | 2026-03-31 | → |
| 222 | BUCKLEY WEALTH MANAGEMENT, LLC | LAS VEGAS | 285823 | $644.0M | 6 | 2026-03-31 | → |
| 223 | COLORADO CAPITAL MANAGEMENT, INC. | BOULDER | 114011 | $638.4M | 10 | 2026-02-28 | → |
| 224 | ACCUVEST GLOBAL ADVISORS, INC. | PROVO | 134096 | $630.5M | 6 | 2026-04-30 | → |
| 225 | ROSEL WEALTH MANAGEMENT, LLC | HIGHLANDS RANCH | 291065 | $630.2M | 4 | 2026-04-30 | → |
| 226 | LEGACY WEALTH MANAGEMENT, LLC | BOISE | 174767 | $629.0M | 39 | 2026-05-31 | → |
| 227 | ALJIAN CAPITAL MANAGEMENT, LLC | CARSON CITY | 167381 | $627.8M | 3 | 2026-03-31 | → |
| 228 | IMPACT CAPITAL PARTNERS LLC | GREENWOOD VILLAGE | 329616 | $625.6M | 5 | 2026-03-31 | → |
| 229 | PVG ASSET MANAGEMENT CORP | CENTENNIAL | 105541 | $624.9M | 9 | 2026-05-31 | → |
| 230 | ALTUS WEALTH GROUP, LLC | COLORADO SPRINGS | 287848 | $620.1M | 7 | 2026-06-30 | → |
| 231 | BANNER CAPITAL MANAGEMENT, LLC | LEHI | 326949 | $619.2M | 7 | 2026-05-31 | → |
| 232 | ENVOY ADVISORY INC. | COLORADO SPRINGS | 306559 | $615.0M | 23 | 2026-03-31 | → |
| 233 | WEALTH WATCH ADVISORS, INC | ENGLEWOOD | 172002 | $612.4M | 62 | 2026-03-31 | → |
| 234 | FINANCIAL SECURITY MANAGEMENT, INC | LAKEWOOD | 116570 | $611.5M | 7 | 2026-05-31 | → |
| 235 | TUCKER ASSET MANAGEMENT LLC | LITTLETON | 174844 | $603.6M | 80 | 2026-06-30 | → |
| 236 | INTERGY PRIVATE WEALTH, LLC | COLORADO SPRINGS | 315698 | $602.6M | 8 | 2026-03-31 | → |
| 237 | OWL CREEK WEALTH PARTNERS LLC | DENVER | 331850 | $602.3M | 5 | 2026-06-30 | → |
| 238 | LUNT CAPITAL MANAGEMENT INC. | HOLLADAY | 125183 | $601.5M | 7 | 2026-03-31 | → |
| 239 | LONE PEAK GLOBAL INVESTORS, LLC | ALPINE | 153956 | $598.4M | 10 | 2026-03-31 | → |
| 240 | JPL WEALTH MANAGEMENT, LLC | GREENWOOD VILLAGE | 328474 | $587.9M | 6 | 2026-03-31 | → |
| 241 | WAMBOLT & ASSOCIATES, LLC | LITTLETON | 153454 | $586.8M | 13 | 2025-03-31 | → |
| 242 | SQUIRE INVESTMENT MANAGEMENT COMPANY, LLC | OREM | 117750 | $586.7M | 15 | 2026-03-31 | → |
| 243 | LEP MANAGEMENT LLC | SALT LAKE CITY | 173481 | $585.2M | 13 | 2026-05-31 | → |
| 244 | FREEDOM FIDUCIARIES LLC | BOISE | 323673 | $584.6M | 5 | 2026-06-30 | → |
| 245 | KEYSTONE GLOBAL PARTNERS LLC | DENVER | 153147 | $580.5M | 4 | 2026-04-30 | → |
| 246 | EDGEROCK CAPITAL LLC | DENVER | 312325 | $578.9M | 20 | 2026-06-30 | → |
| 247 | BERKELEY, INC | BOISE | 117667 | $573.9M | 6 | 2026-02-28 | → |
| 248 | FREIF ADVISORS LLC | DENVER | 340426 | $569.9M | 69 | 2026-05-31 | → |
| 249 | ADAMS WEALTH MANAGEMENT LLC | LOGAN | 286087 | $565.8M | 18 | 2026-04-30 | → |
| 250 | JACOBSEN CAPITAL MANAGEMENT, LLC | SALT LAKE CITY | 116085 | $562.9M | 4 | 2026-03-31 | → |
| 251 | A & I FINANCIAL SERVICES, LLC | LONE TREE | 148357 | $560.0M | 9 | 2026-04-30 | → |
| 252 | NARUS FINANCIAL PARTNERS, LLC | SALT LAKE CITY | 173534 | $559.0M | 6 | 2026-03-31 | → |
| 253 | SATURN FIVE ADVISORS LLC | DENVER | 322348 | $556.1M | 21 | 2026-03-31 | → |
| 254 | ALLIANCE WEALTH ADVISORS, LLC | CENTERVILLE | 314668 | $552.0M | 19 | 2026-05-31 | → |
| 255 | HST VENTURES, LLC | PARK CITY | 317143 | $551.1M | 4 | 2026-02-28 | → |
| 256 | CACHETECH INC. | LOGAN | 327688 | $547.4M | 7 | 2026-06-30 | → |
| 257 | TANDEM FINANCIAL, LLC | GREENWOOD VILLAGE | 292565 | $541.8M | 6 | 2026-06-30 | → |
| 258 | OAKWOOD REAL ESTATE PARTNERS, LLC | DENVER | 169387 | $540.2M | 7 | 2026-03-31 | → |
| 259 | GALLACHER CAPITAL MANAGEMENT LLC | LONE TREE | 113189 | $539.0M | 14 | 2026-03-31 | → |
| 260 | ORIGIN CREDIT ADVISERS, LLC | DENVER | 324839 | $538.0M | 8 | 2026-03-31 | → |
| 261 | RAREVIEW CAPITAL LLC | LAS VEGAS | 284474 | $537.5M | 8 | 2026-03-31 | → |
| 262 | HINDS FINANCIAL GROUP INC | LAKEWOOD | 129971 | $536.9M | 10 | 2025-12-31 | → |
| 263 | CRESCAT PORTFOLIO MANAGEMENT LLC | DENVER | 139620 | $536.1M | 10 | 2026-03-31 | → |
| 264 | CIMARRON HEALTHCARE CAPITAL, LLC | SALT LAKE CITY | 282387 | $532.7M | 7 | 2026-03-31 | → |
| 265 | DENVER WEALTH MANAGEMENT, INC. | DENVER | 284868 | $529.8M | 18 | 2026-04-30 | → |
| 266 | NAVIGATE PRIVATE WEALTH, LLC | DRAPER | 170774 | $529.2M | 11 | 2026-03-31 | → |
| 267 | PETERSON WEALTH SERVICES INC. | SOUTH OGDEN | 288620 | $528.5M | 6 | 2026-03-31 | → |
| 268 | ROSECAP INVESTMENT ADVISORS, LLC | GRAND JUNCTION | 152054 | $527.5M | 8 | 2026-03-31 | → |
| 269 | ONE BOW RIVER ADVISERS, LLC. | COLORADO SPRINGS | 333311 | $525.9M | 34 | 2026-06-30 | → |
| 270 | WEST OAK CAPITAL, LLC | EAGLE | 128473 | $525.6M | 8 | 2025-09-30 | → |
| 271 | DENVER PWM, LLC | DENVER | 171139 | $524.4M | 6 | 2026-03-31 | → |
| 272 | FIDUCIARY ADVISORS, LLC | COTTONWOOD HEIGHTS | 104189 | $520.2M | 2 | 2026-03-31 | → |
| 273 | FINANCIAL NETWORK WEALTH ADVISORS LLC | MURRAY | 318842 | $515.4M | 6 | 2026-03-31 | → |
| 274 | GREYBULL ADVISORS, LLC | JACKSON | 317767 | $513.6M | 12 | 2026-03-31 | → |
| 275 | WAKEFIELD WEALTH MANAGEMENT, LLLP | ENGLEWOOD | 173997 | $512.9M | 10 | 2026-03-31 | → |
| 276 | PLATFORM WEALTH MANAGEMENT, LLC | HOLLADAY | 329313 | $509.0M | 17 | 2026-06-30 | → |
| 277 | ONYX FINANCIAL ADVISORS, LLC | IDAHO FALLS | 134881 | $506.4M | 10 | 2026-02-28 | → |
| 278 | AQUIRE WEALTH ADVISORS, LLC | SALT LAKE CITY | 149559 | $504.0M | 24 | 2026-06-30 | → |
| 279 | FAMILY FINANCIAL SOLUTIONS GROUP, LLC | DURANGO | 172725 | $500.7M | 1 | 2026-03-31 | → |
| 280 | ELEVATED CAPITAL ADVISORS, LLC | DRAPER | 226721 | $499.1M | 30 | 2026-03-31 | → |
| 281 | MED VENTURE MANAGEMENT, LLC | SALT LAKE CITY | 335443 | $495.2M | 8 | 2026-04-30 | → |
| 282 | WOOD TARVER FINANCIAL GROUP, LLC | BOISE | 298793 | $489.0M | 5 | 2026-04-30 | → |
| 283 | ACORN CREEK CAPITAL LLC | FORT COLLINS | 325809 | $488.7M | 5 | 2026-01-31 | → |
| 284 | HRC WEALTH MANAGEMENT, LLC | MOSCOW | 117212 | $487.4M | 8 | 2026-03-31 | → |
| 285 | D.B. FITZPATRICK & CO., INC. | BOISE | 105671 | $487.0M | 10 | 2026-03-31 | → |
| 286 | CANNON TINGEY INVESTMENT ADVISORS INC | SALT LAKE CITY | 107539 | $477.7M | 6 | 2026-03-31 | → |
| 287 | EMERALD HILL CAPITAL PARTNERS HOLDINGS, LLC | LAKEWOOD | 298843 | $476.0M | 3 | 2026-03-31 | → |
| 288 | G&S CAPITAL LLC | DENVER | 171033 | $475.6M | 9 | 2026-05-31 | → |
| 289 | TOWLE & CO | DENVER | 110862 | $473.7M | 9 | 2026-06-30 | → |
| 290 | COIGN CAPITAL ADVISORS LLC | DRAPER | 171306 | $472.9M | 8 | 2026-02-28 | → |
| 291 | SAND CREEK CAPITAL, LLC | REXBURG | 326719 | $471.2M | 8 | 2026-06-30 | → |
| 292 | KINGSBRIDGE WEALTH MANAGEMENT, INC. | LAS VEGAS | 165560 | $469.3M | 8 | 2026-03-31 | → |
| 293 | DESTRA CAPITAL ADVISORS LLC | BOZEMAN | 148574 | $463.8M | 12 | 2026-03-31 | → |
| 294 | GLOBAL WEALTH STRATEGIES AND ASSOCIATES, LLC | DENVER | 316072 | $457.0M | 10 | 2026-05-31 | → |
| 295 | WAKEFIELD ASSET MANAGEMENT, LLLP | ENGLEWOOD | 143720 | $454.0M | 11 | 2026-03-31 | → |
| 296 | AVANT MANAGEMENT LLC | DENVER | 330991 | $449.0M | 8 | 2026-04-30 | → |
| 297 | MAIN LINE RETIREMENT ADVISORS, LLC | WHITEFISH | 284780 | $448.6M | 3 | 2026-03-31 | → |
| 298 | PETRA FINANCIAL ADVISORS INC | COLORADO SPRINGS | 107196 | $447.2M | 15 | 2026-03-31 | → |
| 299 | WEALTH NAVIGATION, LLC | CENTERVILLE | 140612 | $446.3M | 12 | 2026-03-31 | → |
| 300 | LEFAVI WEALTH MANAGEMENT, INC. | SALT LAKE CITY | 104961 | $445.0M | 5 | 2026-03-31 | → |
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