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 | |
|---|---|---|---|---|---|---|---|
| 301 | OAK HARBOR CAPITAL, LLC | LAS VEGAS | 169089 | $442.1M | 20 | 2026-03-31 | → |
| 302 | INVESTMENT MANAGEMENT CONSULTANTS | LAS VEGAS | 122718 | $440.3M | 2 | 2026-04-30 | → |
| 303 | COORDINATED FINANCIAL SERVICES, INC. | DENVER | 147881 | $427.3M | 4 | 2026-03-31 | → |
| 304 | SHEARWATER CAPITAL, LLC | DENVER | 115399 | $427.3M | 4 | 2026-03-31 | → |
| 305 | STARK RICHARD JOSEPH | ENGLEWOOD | 107636 | $426.1M | 4 | 2025-03-31 | → |
| 306 | CASCADE INVESTMENT GROUP, INC. | COLORADO SPRINGS | 35844 | $419.9M | 6 | 2026-03-31 | → |
| 307 | P4G CAPITAL MANAGEMENT, LLC | STATELINE | 300645 | $419.0M | 9 | 2026-04-30 | → |
| 308 | JUPITER WEALTH MANAGEMENT, LLC | GLENDALE | 299220 | $416.8M | 4 | 2026-03-31 | → |
| 309 | CAPSTONE CAPITAL LLC | HENDERSON | 123764 | $408.4M | 4 | 2026-02-28 | → |
| 310 | MAXQ ASSET MANAGEMENT LLC | GREENWOOD VILLAGE | 336560 | $407.7M | 1 | 2026-03-31 | → |
| 311 | TUMWATER WEALTH MANAGEMENT, LLC | BOISE | 300443 | $406.6M | 4 | 2026-03-31 | → |
| 312 | EVERGREEN WEALTH PARTNERS LLC | KALISPELL | 335451 | $405.2M | 9 | 2026-03-31 | → |
| 313 | NOBLE WEALTH MANAGEMENT P.B.C. | GREENWOOD VILLAGE | 322607 | $400.5M | 5 | 2026-02-28 | → |
| 314 | WEST RIDGE ADVISORS, LLC | HENDERSON | 282718 | $396.0M | 13 | 2026-04-30 | → |
| 315 | CAUSEY WEALTH LLC | GREENWOOD VILLAGE | 331134 | $393.2M | 7 | 2026-04-30 | → |
| 316 | SGL INVESTMENT ADVISORS, INC. | MISSOULA | 145167 | $391.6M | 7 | 2025-09-30 | → |
| 317 | PRUDENT MAN INVESTMENT MANAGEMENT INC | LOUSIVILLE | 104574 | $390.2M | 4 | 2026-03-31 | → |
| 318 | CANNON CAPITAL MANAGEMENT, INC. | SALT LAKE CITY | 144247 | $386.1M | 8 | 2026-04-30 | → |
| 319 | THE MARTIN WORLEY GROUP | COTTONWOOD HEIGHTS | 169006 | $385.0M | 5 | 2025-03-31 | → |
| 320 | RALLYDAY PARTNERS, LLC | DENVER | 307309 | $384.1M | 19 | 2026-03-31 | → |
| 321 | DESTINY CAPITAL CORPORATION | DENVER | 111196 | $382.2M | 11 | 2026-06-30 | → |
| 322 | RESOLUTE CAPITAL ASSET PARTNERS LLC | DENVER | 298866 | $380.9M | 8 | 2026-06-30 | → |
| 323 | KEYSTONE FINANCIAL SERVICES | LOVELAND | 310623 | $379.2M | 4 | 2026-05-31 | → |
| 324 | ASHWORTH WEALTH, LLC | SOUTH JORDAN | 116950 | $377.8M | 5 | 2026-02-28 | → |
| 325 | THE KARRAS COMPANY, INC. | ROY | 109578 | $372.9M | 7 | 2026-02-28 | → |
| 326 | CANNELL CAPITAL LLC | ALTA | 158371 | $372.8M | 4 | 2026-03-31 | → |
| 327 | PRIMARK ADVISORS, LLC | DENVER | 309653 | $371.6M | 12 | 2026-03-31 | → |
| 328 | HELM INVESTMENT MANAGEMENT, LLC | DENVER | 141773 | $370.8M | 3 | 2026-03-31 | → |
| 329 | COSNER FINANCIAL GROUP, LLC | WINDSOR | 147942 | $369.8M | 5 | 2026-02-28 | → |
| 330 | VALUED WEALTH ADVISORS, LLC | HOLLADAY | 316746 | $369.7M | 10 | 2026-03-31 | → |
| 331 | M.Z. KARK & ASSOCIATES, INC | DENVER | 106627 | $369.6M | 4 | 2026-05-31 | → |
| 332 | INTEGRITY WEALTH SOLUTIONS LLC | DENVER | 284862 | $369.0M | 2 | 2026-03-31 | → |
| 333 | SWITCHPOINT FINANCIAL PLANNING LLC | LEHI | 282856 | $367.1M | 3 | 2026-03-31 | → |
| 334 | ASILIA CREDIT INVESTMENTS, LLC | SALT LAKE CITY | 334981 | $365.9M | 4 | 2026-03-31 | → |
| 335 | NORTH CAPITAL, INC. | SALT LAKE CITY | 148802 | $365.8M | 12 | 2026-05-31 | → |
| 336 | COLLEGIATE PEAKS ASSET MANAGEMENT, LLC | DENVER | 322086 | $365.1M | 3 | 2026-03-31 | → |
| 337 | INCOME FOCUS PORTFOLIO MANAGEMENT, LLC | JACKSON | 165477 | $362.5M | 3 | 2026-02-28 | → |
| 338 | DECKER RETIREMENT PLANNING INC. | LEHI | 284281 | $359.9M | 23 | 2026-05-31 | → |
| 339 | CAPSTONE WEALTH MANAGEMENT, INC. | BILLINGS | 130128 | $354.3M | 8 | 2026-03-31 | → |
| 340 | TRAIL RIDGE INVESTMENT ADVISORS, LLC | FORT COLLINS | 284741 | $352.9M | 11 | 2026-03-31 | → |
| 341 | ELYSIUM WEALTH MANAGEMENT, LLC | SOUTH JORDAN | 312068 | $352.3M | 22 | 2026-04-30 | → |
| 342 | CHERRY CREEK INVESTMENT ADVISORS INC | ENGLEWOOD | 107426 | $351.9M | 3 | 2026-05-31 | → |
| 343 | PANORAMIC INVESTMENT ADVISORS, LLC | GLENDALE | 290770 | $350.6M | 12 | 2026-03-31 | → |
| 344 | JACKSON CREEK INVESTMENT ADVISORS LLC | CASTLE ROCK | 309116 | $349.0M | 6 | 2026-03-31 | → |
| 345 | GAINLINE FINANCIAL PARTNERS, LLC | LOUISVILLE | 326716 | $348.6M | 6 | 2026-06-30 | → |
| 346 | AMERICAN RETIREMENT PLANNING GROUP INC | LAS VEGAS | 108300 | $348.1M | 5 | 2026-02-28 | → |
| 347 | ARCADIA INVESTMENT ADVISORS, LLC | EAGLE | 109590 | $345.8M | 6 | 2026-02-28 | → |
| 348 | SMEDLEY FINANCIAL SERVICES INC | SALT LAKE CITY | 110870 | $341.8M | 10 | 2025-08-31 | → |
| 349 | NAVIGATE FINANCIAL LLC | SALT LAKE CITY | 325945 | $337.9M | 3 | 2026-01-31 | → |
| 350 | BOULDER WEALTH ADVISORS, LLC | BOULDER | 115069 | $337.9M | 4 | 2026-03-31 | → |
| 351 | WASATCH VENTURE MANAGEMENT, LLC | LOGAN | 326762 | $337.3M | 7 | 2026-03-31 | → |
| 352 | LEH III MANAGEMENT LLC | ENGLEWOOD | 341093 | $335.9M | 14 | 2026-06-30 | → |
| 353 | SLAYTON LEWIS INC | SALT LAKE CITY | 114596 | $334.4M | 5 | 2026-03-31 | → |
| 354 | AMERICAN CAPITAL ADVISORY, LLC | KETCHUM | 141944 | $334.4M | 7 | 2026-03-31 | → |
| 355 | WEALTH MANAGEMENT CPAS, LLC | SALT LAKE CITY | 310096 | $329.2M | 10 | 2026-05-31 | → |
| 356 | BETO FINANCIAL GROUP, LLC | BOISE | 307546 | $328.8M | 7 | 2026-04-30 | → |
| 357 | CIMARRON WEALTH MANAGEMENT, INC. | MONTROSE | 299627 | $327.3M | 14 | 2026-05-31 | → |
| 358 | WHIPPLEWOOD ADVISORS, LLC | LITTLETON | 282860 | $324.5M | 6 | 2026-05-31 | → |
| 359 | CRESALTA INVESTMENT MANAGEMENT, INC. | GREENWOOD VILLAGE | 339872 | $323.4M | 5 | 2026-06-30 | → |
| 360 | NEXT LEVEL WEALTH PLANNING, LLC | MERIDIAN | 327644 | $322.7M | 5 | 2026-03-31 | → |
| 361 | LIVET WEALTH, LLC | SPANISH FORK | 337826 | $322.2M | 3 | 2026-04-30 | → |
| 362 | M4A3 LLC | BOULDER | 336172 | $322.0M | 6 | 2026-03-31 | → |
| 363 | ELEVATE WEALTH MANAGEMENT, LLC | SHERIDAN | 336710 | $320.3M | 5 | 2026-05-31 | → |
| 364 | THEORY FINANCIAL LLC | FORT COLLINS | 304084 | $319.2M | 3 | 2026-03-31 | → |
| 365 | PROMONTORY FINANCIAL PLANNING, LLC | FARMINGTON | 153666 | $319.0M | 12 | 2026-02-28 | → |
| 366 | BLUE BARN WEALTH, LLC | OREM | 107202 | $317.1M | 9 | 2026-02-28 | → |
| 367 | LINCOLN ENERGY HOLDINGS LLC | ENGLEWOOD | 333026 | $315.3M | 12 | 2026-05-31 | → |
| 368 | SELWAY ASSET MANAGEMENT, INC. | BOISE | 104638 | $315.2M | 5 | 2025-03-31 | → |
| 369 | ASPEN WEALTH STRATEGIES, LLC | ARVADA | 307424 | $312.2M | 7 | 2026-02-28 | → |
| 370 | MISSION FINANCIAL GROUP, LLC | LAS VEGAS | 311876 | $310.9M | 6 | 2026-05-31 | → |
| 371 | ACM ADVISORS, LLC | JACKSON | 282022 | $309.4M | 3 | 2026-03-31 | → |
| 372 | SYNERGY FINANCIAL PARTNERS, LLC | DENVER | 305287 | $308.7M | 5 | 2026-03-31 | → |
| 373 | RIGGS CAPITAL MANAGEMENT, LLC | AMERICAN FORK | 120253 | $306.8M | 8 | 2025-02-28 | → |
| 374 | WINANS INTERNATIONAL | LAS VEGAS | 107125 | $305.6M | 4 | 2026-02-28 | → |
| 375 | VARRA WEALTH MANAGEMENT LLC | LOUISVILLE | 324044 | $305.6M | 8 | 2026-05-31 | → |
| 376 | KEELER THOMAS MANAGEMENT LLC | OREM | 109522 | $305.5M | 12 | 2026-03-31 | → |
| 377 | BROADVIEW WEALTH PARTNERS, LLC | BOULDER | 335028 | $304.7M | 7 | 2026-03-31 | → |
| 378 | PROFESSIONAL FINANCIAL MANAGEMENT, INC. | BOZEMAN | 118117 | $304.1M | 2 | 2026-03-31 | → |
| 379 | SIDDHI CAPITAL, LLC | MERIDIAN | 314493 | $303.7M | 13 | 2026-03-31 | → |
| 380 | BLUE DIAMOND CAPITAL INVESTMENT ADVISORS, LLC | PROVO | 333059 | $301.4M | 3 | 2026-03-31 | → |
| 381 | MICA CREEK CAPITAL LLC | STEAMBOAT SPRINGS | 325642 | $300.5M | 4 | 2026-06-30 | → |
| 382 | ROUBAIX CAPITAL, LLC | DENVER | 269879 | $298.9M | 7 | 2026-03-31 | → |
| 383 | BOWERS WEALTH MANAGEMENT, INC. | GLENBROOK | 145476 | $298.5M | 2 | 2026-01-31 | → |
| 384 | MARSHALL INVESTMENT MANAGEMENT, LLC | GREENWOOD VILLAGE | 174817 | $298.0M | 8 | 2026-06-30 | → |
| 385 | ALPHA CAPITAL FAMILY OFFICE, LLC | GREENWOOD VILLAGE | 307521 | $295.9M | 15 | 2026-06-30 | → |
| 386 | KILTERHOWLING LLC | BOULDER | 169684 | $292.9M | 4 | 2026-03-31 | → |
| 387 | WHITEBARK INVESTORS LP | INCLINE VILLAGE | 331803 | $292.4M | 6 | 2026-05-31 | → |
| 388 | CASSADY WEALTH & RETIREMENT PLANNING L.L.C. | HENDERSON | 309710 | $292.1M | 5 | 2026-05-31 | → |
| 389 | IMPACTFOLIO LLC | DENVER | 291716 | $288.9M | 3 | 2026-02-28 | → |
| 390 | TRACTION FINANCIAL PARTNERS, LLC | ENCAMPMENT | 315215 | $288.4M | 9 | 2026-03-31 | → |
| 391 | ONE WEALTH MAP, LLC | LAS VEGAS | 171750 | $287.4M | 9 | 2026-06-30 | → |
| 392 | RESOURCE LAND HOLDINGS, LLC | DENVER | 277109 | $287.3M | 10 | 2026-03-31 | → |
| 393 | J.F. WILLIAMS CO., INC. | DENVER | 113569 | $286.5M | 4 | 2026-03-31 | → |
| 394 | JIM SAULNIER & ASSOCIATES, LLC | FORT COLLINS | 169889 | $286.4M | 7 | 2026-06-30 | → |
| 395 | LOTUSGROUP ADVISORS, LLC | DENVER | 143379 | $286.0M | 10 | 2026-06-30 | → |
| 396 | SANCHEZ GAUNT CAPITAL MANAGEMENT, LLC | RENO | 336187 | $285.8M | 5 | 2026-06-30 | → |
| 397 | TENCAP WEALTH COACHING, LLC | SOUTH JORDAN | 166130 | $285.0M | 7 | 2026-03-31 | → |
| 398 | OPEN WINDOW FINANCIAL SOLUTIONS, LTD. | RENO | 131562 | $284.4M | 6 | 2026-03-31 | → |
| 399 | BESPOKE ADVISORY LLC | EVERGREEN | 323909 | $284.0M | 9 | 2026-04-30 | → |
| 400 | VITAL INVESTMENT MANAGEMENT LLC | LOVELAND | 300811 | $283.9M | 8 | 2026-03-31 | → |
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