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Ranking, Colorado

Wealth firms with the biggest asset gains over one year, including broker-dealer firms in Colorado

As of October 2, 2026, Empower Advisory Group, LLC ranked #1 in Colorado in AdvisorIQ's ranking of wealth firms with the biggest asset gains over one year, including broker-dealer firms, with $36.3 billion.

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

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.

Wealth firms with the biggest asset gains over one year, including broker-dealer firms 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 Geneos Wealth Management, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. Englewood $3.6 billion
5 JFG Family Office Denver $1.8 billion
6 Western Wealth Management LLC Golden $1.4 billion
7 Buck Wealth Strategies, LLC Denver $1.1 billion
8 Crusonia Wealth Advisors LLC Denver $1.0 billion
9 Summit Wealth Group Colorado Springs $952.3 million
10 Aspen Grove Capital, LLC Avon $868.4 million
11 PCM Encore, LLC Aspen $810.1 million
12 Bok Financial Private Wealth, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. Denver $536.4 million
13 Heirloom Wealth Management LLC Greenwood Village $494.2 million
14 Obermeyer Wealth Partners Aspen $428.7 million
15 Uniting Wealth Partners Denver $389.9 million
16 Invictus Private Wealth, LLC Denver $358.7 million
17 GHP Investment Advisors Inc Denver $340.5 million
18 M4A3 LLC Boulder $322.0 million
19 Class VI Family Office, LLC Denver $307.6 million
20 Semper Augustus Investments Group LLC Highlands Ranch $289.1 million
21 Cherry Creek Family Offices Denver $287.6 million
22 Maia Wealth Denver $268.7 million
23 BSW Wealth Partners Boulder $261.8 million
24 Tandem Financial, LLC Greenwood Village $250.6 million
25 Townsend Westminster $244.0 million
26 Owl Creek Wealth Partners Greenwood Village $239.3 million
27 Investment Management Associates Greenwood Village $237.3 million
28 Integrity Investment Advisors Fort Collins $226.3 million
29 The Institute Denver $215.6 million
30 Sharkey Howes & Javer Inc Denver $208.7 million
31 Bam Wealth Management LLC Lakewood $202.0 million
32 Mountain Capital Investment Advisors Inc Westminster $184.4 million
33 Clear Creek Advisors Denver $174.2 million
34 Capital Investment Counsel, LLC Denver $172.9 million
35 Nilsine Partners, LLC Greenwood Village $170.4 million
36 Triumph Capital Management Denver $162.1 million
37 Protocol Wealth, LLC Denver $153.0 million
38 Bruni J V & Co Colorado Springs $151.1 million
39 Bason Asset Management Lakewood $148.2 million
40 Wealth Watch Advisors, Inc Englewood $138.7 million
41 Tillman Hartley LLC Denver $137.0 million
42 Black Swift Group, LLC Boulder $136.1 million
43 Schaefer Financial Management, Inc. Centennial $135.7 million
44 Intergy Private Wealth, LLC Colorado Springs $135.6 million
45 Keystone Global Partners LLC Denver $134.9 million
46 Summitpoint Capital Management Littleton $132.5 million
47 Rosel Wealth Management, LLC Highlands Ranch $127.0 million
48 Wakefield Wealth Management, LLLP Englewood $124.6 million
49 BXM Wealth LLC Englewood $123.7 million
50 Ridgegate Advisors, LLC Englewood $119.0 million
51 The Millstone Evans Group, LLC Boulder $115.4 million
52 Edgerock Wealth Management Denver $108.4 million
53 Kozak & Tripp Private Asset Management, Inc. Highlands Ranch $106.9 million
54 Jim Saulnier & Associates, LLC Fort Collins $106.4 million
55 Noble Wealth Management P.B.C. Greenwood Village $105.4 million
56 Focused Alpha, LLC Greenwood Village $102.0 million
57 Peak Asset Management, LLC Louisville $101.1 million
58 Impact Capital Partners LLC Greenwood Village $97.6 million
59 Cimarron Wealth Management, Inc. Montrose $96.9 million
60 Parsonex Advisory Services, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. Englewood $96.5 million
61 A & I Wealth Management Lone Tree $96.1 million
62 Peak Investment Advisors, Inc. Colorado Springs $95.1 million
63 Denver Wealth Management, Inc. Denver $94.0 million
64 Integrity Wealth Solutions LLC Denver $92.4 million
65 7TWO Denver $88.1 million
66 Global Wealth Strategies and Associates, LLC Denver $87.3 million
67 McAlvany Wealth Management, LLC Durango $87.2 million
68 G&S Capital LLC Denver $86.6 million
69 Rosecap Investment Advisors, LLC Grand Junction $82.9 million
70 Legacy Wealth Partners, LLC Lakewood $82.2 million
71 Envoy Advisory Inc. Colorado Springs $81.1 million
72 Seamount Financial Group Inc Colorado Springs $80.0 million
73 Downshift Financial Boulder $79.3 million
74 Shearwater Capital Denver $79.1 million
75 Alpha Capital Family Office, LLC Greenwood Village $78.5 million
76 Colorado Capital Management Boulder $78.1 million
77 Cedarwood Wealth Highlands Ranch $77.9 million
78 Gainline Financial Partners, LLC Louisville $75.5 million
79 Mattern Capital Management, LLC Lakewood $74.8 million
80 Keystone Financial Services Loveland $73.6 million
81 Gill Capital Partners Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. Denver $72.4 million
82 JPL Wealth Management, LLC Greenwood Village $72.0 million
83 Stone Creek Group, LLC Englewood $69.3 million
84 Dodds Wealth, LLC Greenwood Village $68.2 million
85 Varra Financial Louisville $68.1 million
86 The Wealth Conservancy, Inc. Boulder $67.9 million
87 Paragon Capital Management Denver $67.1 million
88 Prudent Man Investment Management Lousiville $66.4 million
89 Elk River Wealth Management LLC Denver $66.0 million
90 Family Financial Solutions Group, LLC Durango $65.4 million
91 Rigden Capital Strategies Englewood $64.8 million
92 M.Z. Kark & Associates, Inc Denver $64.4 million
93 Higgins & Schmidt Wealth Strategies LLC Denver $64.3 million
94 Ryan Investments Basalt $64.0 million
95 Stordahl Capital Management, Inc. Greenwood Village $63.7 million
96 Acorn Creek Capital LLC Fort Collins $62.3 million
97 Highpass Asset Management LLC Denver $61.5 million
98 Causey Wealth LLC Greenwood Village $60.9 million
99 Salus Financial Advisors Colorado Springs $59.5 million
100 Petra Financial Advisors Inc Colorado Springs $59.5 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.