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RIA directory Rankings Biggest asset gains Colorado
Ranking, Colorado
Independent RIAs with the biggest asset gains over one year in Colorado
As of October 2, 2026, Empower Advisory Group, LLC ranked #1 in Colorado in AdvisorIQ's ranking of independent RIAs with the biggest asset gains over one year, with $36.3 billion.
Include wirehouses and broker-dealer firms
SEC-registered firms ranked by the dollar increase in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026. Only firms whose RAUM rose are ranked; base_value is the starting RAUM. Independent wealth management RIAs are ranked: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. The all wealth firms view ranks the same way with those broker-dealer affiliated firms added. Asset managers, private fund managers, pension consultants and platform managers are never ranked (see the methodology). Only SEC-registered firms are ranked: the state-registered firm data is current only, with no earlier snapshots. Growth includes market movement, net new assets and acquisitions. State lists use each firm's main office state, or its registration state when the main office is not public. The US list leaves out firms whose main office is outside the United States. Equal values share a rank and are listed by CRD number.
Independent RIAs with the biggest asset gains over one year in Colorado
Rank
Firm
City
Increase
1
Empower Advisory Group, LLC
Greenwood Village
$36.3 billion
2
Mercer Global Advisors Inc.
Denver
$24.1 billion
3
Elevation Point Wealth Partners, LLC
Denver
$5.9 billion
4
JFG Family Office
Denver
$1.8 billion
5
Western Wealth Management LLC
Golden
$1.4 billion
6
Buck Wealth Strategies, LLC
Denver
$1.1 billion
7
Crusonia Wealth Advisors LLC
Denver
$1.0 billion
8
Summit Wealth Group
Colorado Springs
$952.3 million
9
Aspen Grove Capital, LLC
Avon
$868.4 million
10
PCM Encore, LLC
Aspen
$810.1 million
11
Heirloom Wealth Management LLC
Greenwood Village
$494.2 million
12
Obermeyer Wealth Partners
Aspen
$428.7 million
13
Uniting Wealth Partners
Denver
$389.9 million
14
Invictus Private Wealth, LLC
Denver
$358.7 million
15
GHP Investment Advisors Inc
Denver
$340.5 million
16
M4A3 LLC
Boulder
$322.0 million
17
Class VI Family Office, LLC
Denver
$307.6 million
18
Semper Augustus Investments Group LLC
Highlands Ranch
$289.1 million
19
Cherry Creek Family Offices
Denver
$287.6 million
20
Maia Wealth
Denver
$268.7 million
21
BSW Wealth Partners
Boulder
$261.8 million
22
Tandem Financial, LLC
Greenwood Village
$250.6 million
23
Townsend
Westminster
$244.0 million
24
Owl Creek Wealth Partners
Greenwood Village
$239.3 million
25
Investment Management Associates
Greenwood Village
$237.3 million
26
Integrity Investment Advisors
Fort Collins
$226.3 million
27
The Institute
Denver
$215.6 million
28
Sharkey Howes & Javer Inc
Denver
$208.7 million
29
Bam Wealth Management LLC
Lakewood
$202.0 million
30
Mountain Capital Investment Advisors Inc
Westminster
$184.4 million
31
Clear Creek Advisors
Denver
$174.2 million
32
Capital Investment Counsel, LLC
Denver
$172.9 million
33
Nilsine Partners, LLC
Greenwood Village
$170.4 million
34
Triumph Capital Management
Denver
$162.1 million
35
Protocol Wealth, LLC
Denver
$153.0 million
36
Bruni J V & Co
Colorado Springs
$151.1 million
37
Bason Asset Management
Lakewood
$148.2 million
38
Wealth Watch Advisors, Inc
Englewood
$138.7 million
39
Tillman Hartley LLC
Denver
$137.0 million
40
Black Swift Group, LLC
Boulder
$136.1 million
41
Schaefer Financial Management, Inc.
Centennial
$135.7 million
42
Intergy Private Wealth, LLC
Colorado Springs
$135.6 million
43
Keystone Global Partners LLC
Denver
$134.9 million
44
Summitpoint Capital Management
Littleton
$132.5 million
45
Rosel Wealth Management, LLC
Highlands Ranch
$127.0 million
46
Wakefield Wealth Management, LLLP
Englewood
$124.6 million
47
BXM Wealth LLC
Englewood
$123.7 million
48
Ridgegate Advisors, LLC
Englewood
$119.0 million
49
The Millstone Evans Group, LLC
Boulder
$115.4 million
50
Edgerock Wealth Management
Denver
$108.4 million
51
Kozak & Tripp Private Asset Management, Inc.
Highlands Ranch
$106.9 million
52
Jim Saulnier & Associates, LLC
Fort Collins
$106.4 million
53
Noble Wealth Management P.B.C.
Greenwood Village
$105.4 million
54
Focused Alpha, LLC
Greenwood Village
$102.0 million
55
Peak Asset Management, LLC
Louisville
$101.1 million
56
Impact Capital Partners LLC
Greenwood Village
$97.6 million
57
Cimarron Wealth Management, Inc.
Montrose
$96.9 million
58
A & I Wealth Management
Lone Tree
$96.1 million
59
Peak Investment Advisors, Inc.
Colorado Springs
$95.1 million
60
Denver Wealth Management, Inc.
Denver
$94.0 million
61
Integrity Wealth Solutions LLC
Denver
$92.4 million
62
7TWO
Denver
$88.1 million
63
Global Wealth Strategies and Associates, LLC
Denver
$87.3 million
64
McAlvany Wealth Management, LLC
Durango
$87.2 million
65
G&S Capital LLC
Denver
$86.6 million
66
Rosecap Investment Advisors, LLC
Grand Junction
$82.9 million
67
Legacy Wealth Partners, LLC
Lakewood
$82.2 million
68
Envoy Advisory Inc.
Colorado Springs
$81.1 million
69
Seamount Financial Group Inc
Colorado Springs
$80.0 million
70
Downshift Financial
Boulder
$79.3 million
71
Shearwater Capital
Denver
$79.1 million
72
Alpha Capital Family Office, LLC
Greenwood Village
$78.5 million
73
Colorado Capital Management
Boulder
$78.1 million
74
Cedarwood Wealth
Highlands Ranch
$77.9 million
75
Gainline Financial Partners, LLC
Louisville
$75.5 million
76
Mattern Capital Management, LLC
Lakewood
$74.8 million
77
Keystone Financial Services
Loveland
$73.6 million
78
JPL Wealth Management, LLC
Greenwood Village
$72.0 million
79
Stone Creek Group, LLC
Englewood
$69.3 million
80
Dodds Wealth, LLC
Greenwood Village
$68.2 million
81
Varra Financial
Louisville
$68.1 million
82
The Wealth Conservancy, Inc.
Boulder
$67.9 million
83
Paragon Capital Management
Denver
$67.1 million
84
Prudent Man Investment Management
Lousiville
$66.4 million
85
Elk River Wealth Management LLC
Denver
$66.0 million
86
Family Financial Solutions Group, LLC
Durango
$65.4 million
87
Rigden Capital Strategies
Englewood
$64.8 million
88
M.Z. Kark & Associates, Inc
Denver
$64.4 million
89
Higgins & Schmidt Wealth Strategies LLC
Denver
$64.3 million
90
Ryan Investments
Basalt
$64.0 million
91
Stordahl Capital Management, Inc.
Greenwood Village
$63.7 million
92
Acorn Creek Capital LLC
Fort Collins
$62.3 million
93
Highpass Asset Management LLC
Denver
$61.5 million
94
Causey Wealth LLC
Greenwood Village
$60.9 million
95
Salus Financial Advisors
Colorado Springs
$59.5 million
96
Petra Financial Advisors Inc
Colorado Springs
$59.5 million
97
Peak Planning Group, LLC
Centennial
$59.1 million
98
Trail Ridge Investment Advisors, LLC
Fort Collins
$58.6 million
99
Forty North Wealth
Glendale
$58.1 million
100
Impactfolio LLC
Denver
$57.2 million
Showing the top 100. Figures are as firms reported them on Form ADV.
More rankings
Biggest asset gains by state
Data as of October 2, 2026, from Form ADV.
Sources: SEC registered adviser data (ia100226.zip)
and IAPD compilation reports .
How the directory is built .