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 | |
|---|---|---|---|---|---|---|---|
| 501 | ROCKWOOD EQUITY PARTNERS LLC | DENVER | 163846 | $189.8M | 13 | 2026-03-31 | → |
| 502 | CDKV HOLDINGS LLC | DENVER | 299856 | $187.5M | 2 | 2026-03-31 | → |
| 503 | JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC | AMMON | 315237 | $187.3M | 8 | 2026-06-30 | → |
| 504 | REACH WEALTH MANAGEMENT LLC | ST. GEORGE | 333710 | $184.7M | 8 | 2026-05-31 | → |
| 505 | RED MOUNTAIN FINANCIAL, LLC | FORT COLLINS | 277100 | $184.4M | 1 | 2026-03-31 | → |
| 506 | BULLSEYE ASSET MANAGEMENT LLC | DENVER | 153990 | $183.9M | 2 | 2026-06-30 | → |
| 507 | ELEVATE CAPITAL ADVISORS, INC. | EAGLE | 288190 | $183.3M | 6 | 2026-05-31 | → |
| 508 | HOFFMANN HERMANSON LLC | DENVER | 130484 | $183.0M | 2 | 2026-04-30 | → |
| 509 | ENDURING WEALTH MANAGEMENT, LLC | MERIDIAN | 337527 | $181.4M | 1 | 2026-03-31 | → |
| 510 | CORNERSTONE INVESTMENT ADVISORS, LLC | BOULDER | 116447 | $180.8M | 2 | 2026-03-31 | → |
| 511 | ACCELERATED WEALTH ADVISORS LLC | COLORADO SPRINGS | 170022 | $180.5M | 10 | 2026-05-31 | → |
| 512 | JORDANELLE CAPITAL, LLC | SALT LAKE CITY | 323676 | $179.2M | 2 | 2026-06-30 | → |
| 513 | SILVERPEAK WEALTH ADVISORS, LLC | BOULDER | 170732 | $177.4M | 3 | 2026-02-28 | → |
| 514 | PERIOPE, LC | ST. GEORGE | 144256 | $177.2M | 3 | 2026-02-28 | → |
| 515 | PETERSON ROGERS PRIVATE WEALTH, LLC | SALT LAKE CITY | 324001 | $177.1M | 4 | 2026-03-31 | → |
| 516 | DOWNING STREET WEALTH MANAGEMENT LLC | GREENWOOD VILLAGE | 152983 | $175.6M | 2 | 2026-03-31 | → |
| 517 | GUARDIAN WEALTH MANAGEMENT, LLC | SALT LAKE CITY | 146923 | $174.8M | 3 | 2026-03-31 | → |
| 518 | ECHELONS CAPITAL, LLC | PARK CITY | 325781 | $174.4M | 2 | 2026-03-31 | → |
| 519 | ROCKHILL ADVISORS LLC | VICTOR | 288789 | $174.2M | 2 | 2026-02-28 | → |
| 520 | ATHENA WEALTH MANAGEMENT, LLC | RENO | 319373 | $174.0M | 3 | 2026-03-31 | → |
| 521 | LION EQUITY INVESTMENT ADVISORS, LLC | DENVER | 283404 | $173.5M | 12 | 2026-03-31 | → |
| 522 | PARADIGM CAPITAL MANAGEMENT,LLC | RENO | 120805 | $173.4M | 1 | 2026-03-31 | → |
| 523 | AUTHENTIC COUNSEL, LLC | GREENWOOD VILLAGE | 173306 | $172.6M | 8 | 2026-03-31 | → |
| 524 | INTENTIONAL WEALTH STRATEGIES | COLORADO SPRINGS | 327743 | $171.3M | 4 | 2026-03-31 | → |
| 525 | COHESION WEALTH MANAGEMENT, LLC | BROOMFIELD | 308980 | $171.0M | 5 | 2026-03-31 | → |
| 526 | WEST END WEALTH MANAGEMENT, LLC | DENVER | 234791 | $170.4M | 2 | 2026-02-28 | → |
| 527 | LARIMER CAPITAL CORP | DENVER | 18189 | $169.9M | 4 | 2026-03-31 | → |
| 528 | LIFE PLANNING ADVISORS LLC | BIGFORK | 151292 | $169.2M | 4 | 2026-03-31 | → |
| 529 | PLANWISER FINANCIAL, LLC | COLORADO SPRINGS | 331675 | $169.1M | 4 | 2026-03-31 | → |
| 530 | RIGDEN ENTERPRISES | ENGLEWOOD | 326930 | $168.9M | 6 | 2026-06-30 | → |
| 531 | BALEEN CAPITAL MANAGEMENT LLC | LAS VEGAS | 311438 | $168.7M | 1 | 2026-03-31 | → |
| 532 | TRG INVESTMENT ADVISORS, LLC | DENVER | 315629 | $167.1M | 6 | 2026-05-31 | → |
| 533 | PEAK CAPITAL MANAGEMENT, LLC | GREENWOOD VILLAGE | 141488 | $165.2M | 5 | 2026-03-31 | → |
| 534 | FINANCIALLY SPEAKING INC | GREENWOOD VILLAGE | 106255 | $164.8M | 5 | 2026-03-31 | → |
| 535 | COACHMAN ENERGY PARTNERS LLC | GREENWOOD VILLAGE | 169786 | $162.4M | 22 | 2024-12-31 | → |
| 536 | THISTLE CREEK CAPITAL, LLC | LEHI | 331449 | $161.0M | 6 | 2026-03-31 | → |
| 537 | MEDICUS WEALTH PLANNING, INC. | DRAPER | 282904 | $160.8M | 5 | 2026-05-31 | → |
| 538 | COLLIER FINANCIAL, INC | DENVER | 175207 | $160.5M | 2 | 2026-03-31 | → |
| 539 | HAZLETT WEALTH MANAGEMENT LLC | KETCHUM | 338954 | $160.0M | 1 | 2026-05-31 | → |
| 540 | SEASON INVESTMENTS, LLC | COLORADO SPRINGS | 158070 | $159.7M | 3 | 2026-03-31 | → |
| 541 | READ & POWELL FINANCIAL SERVICES, LLC | ELKO | 130189 | $159.7M | 3 | 2026-03-31 | → |
| 542 | ZIDEL FINANCIAL, INC. | BRECKENRIDGE | 135047 | $159.6M | 1 | 2026-03-31 | → |
| 543 | VENTANA PRIVATE WEALTH LLC | DENVER | 311878 | $158.6M | 3 | 2026-03-31 | → |
| 544 | PROVIDENT LIVING FINANCIAL SERVICES, INC. | LEHI | 282665 | $158.1M | 3 | 2026-03-31 | → |
| 545 | PERSPECTIVE WEALTH ADVISORS LLC | LOVELAND | 332574 | $158.0M | 7 | 2026-03-31 | → |
| 546 | HAROLD W. DANCE INC. | LOGAN | 1582 | $158.0M | 8 | 2026-03-31 | → |
| 547 | LOTUSGROUP CAPITAL, LLC | DENVER | 298973 | $156.7M | 8 | 2026-05-31 | → |
| 548 | GERVAIS CAPITAL MANAGEMENT, LLC | WILSON | 299347 | $155.9M | 1 | 2026-06-30 | → |
| 549 | BUTLER FINANCIAL SERVICES, INC. | DENVER | 118244 | $154.7M | 4 | 2026-03-31 | → |
| 550 | ELEVAGE PARTNERS, LLC | RENO | 158386 | $154.6M | 8 | 2026-03-31 | → |
| 551 | QUISH & CO. LLC | BOULDER | 146212 | $154.2M | 1 | 2026-03-31 | → |
| 552 | FIRST SOURCE INVESTMENT PARTNERS, LLC | LONE TREE | 322893 | $154.0M | 4 | 2026-03-31 | → |
| 553 | PARAGON CAPITAL MANAGEMENT INC | PROVO | 105962 | $153.4M | 5 | 2026-03-31 | → |
| 554 | INFINIUM INVESTMENT ADVISORS, LLC | DENVER | 149123 | $152.4M | 2 | 2026-05-31 | → |
| 555 | FINANCIAL PLANNING FORT COLLINS, LLC | FORT COLLINS | 283890 | $151.7M | 4 | 2026-03-31 | → |
| 556 | OUTBOUND FINANCIAL, INC. | BOULDER | 287697 | $151.2M | 1 | 2026-03-31 | → |
| 557 | ASSET MANAGEMENT GROUP INVESTMENT CORP. | GREENWOOD VILLAGE | 168369 | $151.2M | 2 | 2025-12-31 | → |
| 558 | AXOS INVEST, INC | LAS VEGAS | 150953 | $150.8M | 13 | 2026-03-31 | → |
| 559 | FIDUCIARY CAPITAL MANAGEMENT LLC | CHEYENNE | 340618 | $149.2M | 12 | 2026-06-30 | → |
| 560 | CURTIS WEALTH MANAGEMENT LLC | HENDERSON | 312245 | $148.5M | 2 | 2026-03-31 | → |
| 561 | PALLER FINANCIAL SERVICES, INC. | CENTENNIAL | 161531 | $147.9M | 6 | 2026-02-28 | → |
| 562 | FIT ASSET MANAGEMENT, LLC | CENTENNIAL | 281494 | $147.4M | 3 | 2026-03-31 | → |
| 563 | HORIZON WEALTH INVESTMENT SOLUTIONS LLC | DENVER | 333752 | $147.2M | 7 | 2026-05-31 | → |
| 564 | LARSEN, GLEN ALLEN | SALT LAKE CITY | 118496 | $146.6M | 1 | 2026-03-31 | → |
| 565 | SHOREPATH CAPITAL MANAGEMENT LLC | PARK CITY | 286125 | $146.6M | 1 | 2025-02-28 | → |
| 566 | PARAMOUNT ASSOCIATES WEALTH MANAGEMENT, LLC | GREENWOOD VILLAGE | 288537 | $146.5M | 3 | 2026-03-31 | → |
| 567 | ULTA WEALTH MANAGEMENT, LLC | LAS VEGAS | 310879 | $146.5M | 1 | 2026-02-28 | → |
| 568 | SUMMIT HILL WEALTH MANAGEMENT, LLC | GREENWOOD VILLAGE | 296740 | $145.7M | 4 | 2026-02-28 | → |
| 569 | COLLABORATIVE FUND ADVISORS, LLC | RENO | 327121 | $144.8M | 11 | 2026-02-28 | → |
| 570 | TRAILWISE FINANCIAL PARTNERS, LLC | GOLDEN | 323530 | $144.8M | 4 | 2026-04-30 | → |
| 571 | PULLIAM FAMILY OFFICE, LLC | CRESTED BUTTE | 338839 | $141.7M | 3 | 2026-05-31 | → |
| 572 | OLYMPUS PEAKS FINANCIAL, LLC | SANDY | 283040 | $141.4M | 1 | 2026-01-31 | → |
| 573 | MARKLE FINANCIAL LLC | LARAMIE | 302088 | $141.2M | 7 | 2026-06-30 | → |
| 574 | HEATON FINANCIAL, PC | CEDAR CITY | 134578 | $140.1M | 2 | 2026-06-30 | → |
| 575 | LARSON WILLIAMS WEALTH ADVISORS, LLC | CEDAR CITY | 311414 | $140.0M | 2 | 2026-03-31 | → |
| 576 | CREDENTIALED WEALTH ADVISORS, LLC | JOHNSTOWN | 312517 | $139.8M | 4 | 2026-02-28 | → |
| 577 | TNL ASSET MANAGEMENT LLC | BOULDER | 137419 | $139.3M | 4 | 2026-02-28 | → |
| 578 | STONEBRIAR WEALTH, LLC | LEHI | 327618 | $139.0M | 11 | 2026-04-30 | → |
| 579 | CENTERPIECE WEALTH ADVISOR L.L.C. | GREENWOOD VILLAGE | 296956 | $138.6M | 2 | 2026-03-31 | → |
| 580 | LANDMARK WEALTH ADVISORS, LLC | FARMINGTON | 166989 | $135.9M | 2 | 2026-03-31 | → |
| 581 | VERITAS WEALTH MANAGEMENT, LLC | SALT LAKE CITY | 160600 | $135.8M | 1 | 2026-02-28 | → |
| 582 | JRS WEALTH MANAGEMENT LLC | SOUTH JORDAN | 306294 | $135.0M | 5 | 2026-02-28 | → |
| 583 | RW BAKER WEALTH MANAGEMENT GROUP LLC | CHEYENNE | 297087 | $134.9M | 2 | 2026-02-28 | → |
| 584 | BIG SKY WEALTH ADVISORS, LLC | GREAT FALLS | 321272 | $134.6M | 2 | 2026-06-30 | → |
| 585 | GW FINANCIAL, INC. | RENO | 110478 | $133.8M | 3 | 2026-04-30 | → |
| 586 | PANORAMA WEALTH ADVISORS | GREENWOOD VILLAGE | 324199 | $133.7M | 3 | 2026-03-31 | → |
| 587 | LOYD FINANCIAL MANAGEMENT INC. | CENTENNIAL | 112236 | $133.5M | 2 | 2026-02-28 | → |
| 588 | JACOBS EQUITY | DRAPER | 147725 | $133.2M | 3 | 2026-04-30 | → |
| 589 | AVERA CAPITAL WEALTH MANAGEMENT, LLC | GRAND JUNCTION | 315089 | $132.7M | 5 | 2025-02-28 | → |
| 590 | SUMMITPOINT CAPITAL MANAGEMENT | LITTLETON | 336856 | $132.5M | 3 | 2026-04-30 | → |
| 591 | BRIGHTON WEALTH MANAGEMENT, INC. | COTTONWOOD HEIGHTS | 148457 | $131.9M | 5 | 2026-06-30 | → |
| 592 | AGEMY WEALTH ADVISORS, LLC | DEVER | 218512 | $130.5M | 6 | 2026-03-31 | → |
| 593 | ALTURA PRIVATE WEALTH LLC | CENTERVILLE | 340533 | $129.1M | 6 | 2026-06-30 | → |
| 594 | HOLM & CAWLEY FINANCIAL GROUP LLC | LAS VEGAS | 150601 | $128.8M | 5 | 2026-03-31 | → |
| 595 | LORD AND RICHARDS WEALTH MANAGEMENT, LLC | HIGHLANDS RANCH | 328907 | $128.8M | 18 | 2026-05-31 | → |
| 596 | OCTANT QUANTITATIVE INVESTMENT MANAGEMENT LLC | SALT LAKE CITY | 165355 | $128.2M | 3 | 2026-02-28 | → |
| 597 | BRIGHT ADVISORS, LLC | GREENWOOD VILLAGE | 338693 | $128.2M | 2 | 2026-04-30 | → |
| 598 | SOLIDARITY CAPITAL MANAGEMENT, LLC | LEHI | 322596 | $127.6M | 4 | 2026-03-31 | → |
| 599 | PROTOCOL WEALTH, LLC | DENVER | 335298 | $127.1M | 3 | 2026-04-30 | → |
| 600 | D&A ADVISORS, LLC | RENO | 307227 | $127.1M | 2 | 2026-06-30 | → |
Related Lists
Sleeve700 firms · 2026-06-30