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 | |
|---|---|---|---|---|---|---|---|
| 401 | LEGACY INVESTMENT SOLUTIONS, LLC | BOISE | 322695 | $283.7M | 18 | 2026-04-30 | → |
| 402 | KINGSBRIDGE INVESTMENT PARTNERS LLC | LAS VEGAS | 336502 | $282.5M | 5 | 2026-03-31 | → |
| 403 | BEAR CREEK FUND ADVISORS LLC | DENVER | 329844 | $282.5M | 12 | 2026-05-31 | → |
| 404 | WILLOW CREEK CAPITAL MANAGEMENT, INC. | MISSOULA | 333911 | $280.0M | 4 | 2026-05-31 | → |
| 405 | HIGGINS & SCHMIDT WEALTH STRATEGIES LLC | DENVER | 286063 | $279.5M | 6 | 2026-03-31 | → |
| 406 | COTTONWOOD CAPITAL ADVISORS, LLC | SALT LAKE CITY | 311272 | $279.0M | 5 | 2026-04-30 | → |
| 407 | BEDDOW CAPITAL MANAGEMENT INC | JACKSON | 107491 | $277.9M | 2 | 2025-03-31 | → |
| 408 | ELITE FINANCIAL, INC. | LEWISTON | 286667 | $274.2M | 1 | 2026-04-30 | → |
| 409 | DOCEO WEALTH, LLC | MERIDIAN | 310415 | $274.0M | 7 | 2026-03-31 | → |
| 410 | RYAN INVESTMENT MANAGEMENT, INC. | BASALT | 115755 | $272.0M | 7 | 2026-04-30 | → |
| 411 | PARSONEX ADVISORY SERVICES, INC. | ENGLEWOOD | 160275 | $271.3M | 24 | 2026-06-30 | → |
| 412 | HALLADOR INVESTMENT ADVISORS, INC. | RENO | 141335 | $270.7M | 9 | 2026-03-31 | → |
| 413 | HAWKE FINANCIAL GROUP, LLC | MERIDIAN | 301733 | $269.6M | 2 | 2026-04-30 | → |
| 414 | PEAK FINANCIAL ADVISORS, LLC | DENVER | 115207 | $268.8M | 3 | 2026-03-31 | → |
| 415 | ATHOS PRIVATE WEALTH LLC | HOLLADAY | 309862 | $268.5M | 7 | 2026-03-31 | → |
| 416 | DECATHLON CAPITAL MANAGEMENT II, LLC | PARK CITY | 175030 | $266.7M | 13 | 2026-03-31 | → |
| 417 | ECHELON GROUP, INC. | BOISE | 333195 | $265.2M | 5 | 2026-06-30 | → |
| 418 | EVERGREEN PRIVATE WEALTH LLC | GREENWOOD VILLAGE | 324777 | $264.7M | 4 | 2026-02-28 | → |
| 419 | KRM WEALTH MANAGEMENT L.L.C. | RENO | 173929 | $264.7M | 4 | 2026-03-31 | → |
| 420 | THE WEALTH CONSERVANCY, INC. | BOULDER | 112024 | $260.0M | 6 | 2026-02-28 | → |
| 421 | FINLEY FINANCIAL, LLC | LAS VEGAS | 131442 | $259.8M | 1 | 2026-01-31 | → |
| 422 | GK WEALTH MANAGEMENT LLC | RENO | 296847 | $258.8M | 5 | 2026-03-31 | → |
| 423 | BRUCE G. ALLEN INVESTMENTS, LLC | DENVER | 287859 | $258.1M | 2 | 2026-03-31 | → |
| 424 | PROFITS PLUS CAPITAL MANAGEMENT, LLC | NAMPA | 118294 | $258.1M | 1 | 2026-04-30 | → |
| 425 | NEW MILLENNIUM GROUP, LLC | SANDY | 299249 | $257.0M | 18 | 2026-04-30 | → |
| 426 | SORENSON IMPACT ADVISORY, LLC | SALT LAKE CITY | 324124 | $255.1M | 5 | 2026-03-31 | → |
| 427 | WASATCH INVESTMENT FUND MANAGER, LLC | LOGAN | 325037 | $254.6M | 5 | 2026-03-31 | → |
| 428 | GREEN ALPHA ADVISORS, LLC | NIWOT | 144413 | $253.9M | 4 | 2026-06-30 | → |
| 429 | SHENANDOAH ENERGY MANAGEMENT, LLC | HIGHLANDS RANCH | 332901 | $253.9M | 12 | 2026-06-30 | → |
| 430 | ALPHA PRINCIPLE, LLC | ENGLEWOOD | 317053 | $253.3M | 6 | 2025-03-31 | → |
| 431 | UNLESS MANAGEMENT LP | BOULDER | 318549 | $252.7M | 4 | 2026-06-30 | → |
| 432 | PETERSON WEALTH MANAGEMENT, LLC | SPARKS | 285415 | $251.1M | 7 | 2026-05-31 | → |
| 433 | THE STONE CREEK GROUP, LLC | ENGLEWOOD | 182512 | $250.6M | 5 | 2026-05-31 | → |
| 434 | AEGIS WEALTH GROUP, LLC | MIDVALE | 222515 | $247.7M | 20 | 2026-03-31 | → |
| 435 | THE PROFESSIONAL FINANCIAL COMPANY LLC | OREM | 286419 | $246.1M | 7 | 2026-03-31 | → |
| 436 | PINNACLE WEST ASSET MANAGEMENT INC | CASPER | 106527 | $245.9M | 3 | 2026-04-30 | → |
| 437 | TORO WEST CAPITAL ADVISORS, LLC | LOUISVILLE | 331265 | $245.7M | 4 | 2026-04-30 | → |
| 438 | KULTURA CAPITAL MANAGEMENT LP | PARK CITY | 327510 | $244.7M | 12 | 2026-05-31 | → |
| 439 | CLADIS INVESTMENT ADVISORY LLC | BILLINGS | 153873 | $242.6M | 3 | 2026-03-31 | → |
| 440 | MCBROOM & ASSOCIATES, LLC | LAS VEGAS | 151187 | $242.1M | 4 | 2026-05-31 | → |
| 441 | BURRUS FINANCIAL SERVICES, INC. | SALT LAKE CITY | 141435 | $240.7M | 5 | 2026-03-31 | → |
| 442 | E6 PORTFOLIOS | MIDVALE | 326617 | $239.4M | 9 | 2026-03-31 | → |
| 443 | CAPITAL FINANCIAL GROUP, INC. | LITTLETON | 111709 | $237.4M | 5 | 2026-04-30 | → |
| 444 | ELDERADO FINANCIAL, INC | MONTROSE | 112908 | $237.2M | 5 | 2026-02-28 | → |
| 445 | COLORADO WEALTH GROUP, LLC | DENVER | 310024 | $235.3M | 11 | 2025-12-31 | → |
| 446 | PEAK INVESTMENT ADVISORS, INC. | COLORADO SPRINGS | 113967 | $234.6M | 2 | 2026-03-31 | → |
| 447 | REEF INVESTMENT MANAGEMENT LLC | LEHI | 309186 | $234.3M | 13 | 2026-02-28 | → |
| 448 | BONFIRE FINANCIAL, LLC | COLORADO SPRINGS | 288522 | $234.0M | 4 | 2026-05-31 | → |
| 449 | FIGURE 8 INVESTMENT STRATEGIES LLC | BOISE | 282973 | $233.4M | 7 | 2026-03-31 | → |
| 450 | PIEDMONT CAPITAL MANAGEMENT, LLC | WHITEFISH | 165775 | $231.8M | 3 | 2026-03-31 | → |
| 451 | BXM WEALTH LLC | ENGLEWOOD | 332544 | $231.3M | 4 | 2026-01-31 | → |
| 452 | SEVENTWO LLC | DENVER | 328900 | $230.4M | 7 | 2026-06-30 | → |
| 453 | SCRATCH CAPITAL LLC | BOISE | 318835 | $230.1M | 4 | 2026-03-31 | → |
| 454 | DFC PREFERRED ADVISORS LLC | BOZEMAN | 309927 | $228.7M | 3 | 2026-03-31 | → |
| 455 | GILPIN WEALTH MANAGEMENT LLC | GOLDEN | 311336 | $227.2M | 4 | 2026-03-31 | → |
| 456 | ARRIEN INVESTMENTS, INC. | BOISE | 321819 | $226.6M | 5 | 2026-02-28 | → |
| 457 | RED MOUNTAIN FINANCIAL PARTNERS, LLC | DURANGO | 174672 | $225.6M | 3 | 2026-03-31 | → |
| 458 | ARROWMARK ASSET MANAGEMENT, LLC | DENVER | 307161 | $224.4M | 5 | 2026-03-31 | → |
| 459 | MCALVANY WEALTH MANAGEMENT, LLC | DURANGO | 146021 | $224.2M | 5 | 2026-03-31 | → |
| 460 | THORNBURG BOW RIVER ADVISERS, LLC. | DENVER | 332879 | $224.2M | 29 | 2026-05-31 | → |
| 461 | JHP WEALTH MANAGEMENT, LLC | CENTENNIAL | 298784 | $223.8M | 1 | 2026-02-28 | → |
| 462 | PACIFIC PEAK ADVISORS, LLC | KETCHUM | 326711 | $223.7M | 2 | 2026-06-30 | → |
| 463 | ESSENTIAL INVESTMENT PARTNERS, LLC | ENGLEWOOD | 149509 | $223.0M | 3 | 2026-03-31 | → |
| 464 | WHALEN WEALTH MANAGEMENT INC. | LAS VEGAS | 311869 | $223.0M | 10 | 2026-05-31 | → |
| 465 | THREE PEAKS CAPITAL MANAGEMENT, LLC | CASTLE ROCK | 127402 | $222.9M | 5 | 2026-03-31 | → |
| 466 | PGP ADVISORS, LLC | KETCHUM | 172611 | $222.8M | 10 | 2026-03-31 | → |
| 467 | DIAZO, LLC | HENDERSON | 324419 | $221.6M | 9 | 2026-03-31 | → |
| 468 | SKYOAK CAPITAL, INC. | LAS VEGAS | 154248 | $219.2M | 5 | 2026-03-31 | → |
| 469 | HIGHPASS ASSET MANAGEMENT LLC | DENVER | 159535 | $218.2M | 2 | 2026-05-31 | → |
| 470 | CALLAHAN CAPITAL MANAGEMENT INC | STEAMBOAT SPRINGS | 110568 | $217.5M | 5 | 2026-03-31 | → |
| 471 | SUN FINANCIAL, INC. | MIDVALE | 333404 | $217.5M | 5 | 2026-03-31 | → |
| 472 | FFG RETIREMENT ADVISORS LLC | CENTENNIAL | 308305 | $216.5M | 5 | 2026-02-28 | → |
| 473 | CONSILIUM, LLC | BOULDER | 304503 | $215.0M | 1 | 2026-03-31 | → |
| 474 | SCHULTZ FINANCIAL GROUP INCORPORATED | RENO | 108724 | $214.8M | 4 | 2026-06-30 | → |
| 475 | ALPHA WEALTH FUNDS, LLC | PARK CITY | 150231 | $214.1M | 11 | 2026-06-30 | → |
| 476 | SUMMIT PORTFOLIO MANAGEMENT LLC | LAS VEGAS | 111243 | $214.0M | 5 | 2026-06-30 | → |
| 477 | CEDARWOOD WEALTH LLC | HIGHLANDS RANCH | 334756 | $213.4M | 3 | 2026-06-30 | → |
| 478 | ALTIUS FINANCIAL, INC. | DENVER | 113268 | $212.2M | 3 | 2026-03-31 | → |
| 479 | DIAMOND WEALTH MANAGEMENT, LLC | ALPINE | 288603 | $212.0M | 6 | 2026-03-31 | → |
| 480 | REFINED WEALTH MANAGEMENT | SALT LAKE CITY | 169563 | $210.9M | 5 | 2026-05-31 | → |
| 481 | SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | KETCHUM | 312915 | $210.6M | 2 | 2026-02-28 | → |
| 482 | FIDELIS WEALTH ADVISORS, LLC | CASTLE ROCK | 292551 | $210.4M | 5 | 2026-03-31 | → |
| 483 | CAPITAL ASSET MANAGEMENT, LLC | DENVER | 284505 | $208.8M | 5 | 2026-03-31 | → |
| 484 | BAUMAN ADVISORY GROUP, LLC | LAS VEGAS | 153061 | $206.4M | 19 | 2026-05-31 | → |
| 485 | BAUER WEALTH MANAGEMENT INC. | COLORADO SPRINGS | 152977 | $205.9M | 3 | 2026-05-31 | → |
| 486 | MERCER ADVISORS PRIVATE ASSET MANAGEMENT, INC. | DENVER | 327830 | $205.6M | 1 | 2026-06-30 | → |
| 487 | MANHATTAN GLOBAL ASSET MANAGEMENT LLC | LAS VEGAS | 334452 | $205.5M | 2 | 2026-03-31 | → |
| 488 | THE WILLIAM ALLAN CORPORATION | FORT COLLINS | 133147 | $204.4M | 12 | 2026-04-30 | → |
| 489 | TETON WEALTH GROUP LLC | MURRAY | 311230 | $204.0M | 24 | 2026-03-31 | → |
| 490 | WAZEE STREET CAPITAL MANAGEMENT LLC | GREENWOOD VILLAGE | 159165 | $203.4M | 4 | 2026-04-30 | → |
| 491 | BAM WEALTH MANAGEMENT LLC | LAKEWOOD | 330237 | $202.0M | 16 | 2026-06-30 | → |
| 492 | PRESTIGE WEALTHWIDE, LLC | LEHI | 321789 | $198.5M | 3 | 2026-01-31 | → |
| 493 | WELCH FINANCIAL PLANNING, LLC | BOULDER | 329418 | $198.1M | 6 | 2026-06-30 | → |
| 494 | HINCHLEY ADVISORY GROUP, LLC | CENTENNIAL | 157860 | $193.1M | 5 | 2026-04-30 | → |
| 495 | DESERT ROSE CAPITAL MANAGEMENT, INC. | MERIDIAN | 154331 | $192.1M | 22 | 2026-03-31 | → |
| 496 | FIVE PINE WEALTH MANAGEMENT INC. | COEUR D'ALENE | 317657 | $191.8M | 3 | 2026-02-28 | → |
| 497 | SANCTUARY WEALTH ADVISORS LLC | DENVER | 285428 | $191.5M | 2 | 2026-03-31 | → |
| 498 | WISDOM WEALTH STRATEGIES, LLC | GREENWOOD VILLAGE | 170230 | $190.5M | 2 | 2026-02-28 | → |
| 499 | VANGUARD CAPITAL WEALTH ADVISORS, LLC | DENVER | 285052 | $190.4M | 5 | 2026-03-31 | → |
| 500 | PACIFIC VALUE, LLC | BOISE | 147086 | $190.0M | 4 | 2026-03-31 | → |
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