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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.