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AdvisorIQ

Ranking, Colorado

Wealth firms with the fastest client growth over one year, including broker-dealer firms in Colorado

As of October 2, 2026, Elevation Point Wealth Partners, LLC ranked #1 in Colorado in AdvisorIQ's ranking of wealth firms with the fastest client growth over one year, including broker-dealer firms, with 194.3%, from a base of 1,677.

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

SEC-registered firms ranked by the change in their number of clients (counted as in the most clients ranking) between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least 100 clients in the earlier snapshot. The value is a fraction and base_value is the starting client count. Firms whose client count grew more than 300 percent are left out, since that almost always reflects a merger or acquisition, and each firm's own page still shows the change. 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.

Rank Firm City Growth Starting value
1 Elevation Point Wealth Partners, LLC Denver 194.3% 1,677
2 Hoffmann Hermanson Denver 172.6% 146
3 Whipplewood Advisors, LLC Littleton 154.7% 148
4 Infinium Investment Advisors, LLC Denver 100.0% 114
5 Rigden Capital Strategies Englewood 83.4% 205
6 Uniting Wealth Partners Denver 62.0% 527
7 Legacy Wealth Partners, LLC Lakewood 57.0% 697
8 Geneos Wealth Management, Inc. Broker-dealer affiliated Englewood 53.0% 14,252
9 Tier One Wealth Management Lone Tree 48.6% 148
10 Tandem Financial, LLC Greenwood Village 46.5% 312
11 Outbound Financial Boulder 43.3% 171
12 Heirloom Wealth Management LLC Greenwood Village 26.9% 672
13 Vital Investment Management LLC Loveland 26.7% 315
14 Western Wealth Management LLC Golden 25.7% 8,984
15 Lotusgroup Advisors Denver 25.7% 148
15 Causey Wealth LLC Greenwood Village 25.7% 148
17 Buck Wealth Strategies, LLC Denver 24.3% 2,371
18 Varra Financial Louisville 24.2% 438
19 Cimarron Wealth Management, Inc. Montrose 24.1% 461
20 Summit Wealth Group Colorado Springs 22.5% 2,544
21 Cohesion Wealth Management, LLC Broomfield 21.5% 325
22 Maia Wealth Denver 21.2% 1,773
23 Fit Wealth Management Centennial 20.9% 177
24 McAlvany Wealth Management, LLC Durango 18.6% 560
25 Empower Advisory Group, LLC Greenwood Village 18.5% 250,726
26 Class VI Family Office, LLC Denver 18.2% 170
27 Capital Investment Counsel, LLC Denver 17.0% 401
28 Peak Planning Group, LLC Centennial 16.9% 720
29 Global Wealth Strategies and Associates, LLC Denver 16.8% 792
30 Integrity Wealth Solutions LLC Denver 15.8% 165
31 Mercer Global Advisors Inc. Denver 15.7% 31,333
32 Paramount Associates Wealth Management Greenwood Village 14.9% 168
33 Miller Wealth Advisors, LLC Ridgway 14.9% 101
34 Planwiser Financial Colorado Springs 14.6% 199
35 Investment Management Associates Greenwood Village 14.2% 337
36 Gainline Financial Partners, LLC Louisville 14.1% 875
37 Obermeyer Wealth Partners Aspen 14.0% 1,015
38 Trail Ridge Investment Advisors, LLC Fort Collins 13.9% 209
39 BSW Wealth Partners Boulder 13.9% 440
40 Snowball Wealth Management Boulder 13.7% 146
41 Rosecap Investment Advisors, LLC Grand Junction 13.0% 661
42 Bok Financial Private Wealth, Inc. Broker-dealer affiliated Denver 11.6% 733
43 Clear Creek Advisors Denver 11.5% 433
44 JPL Wealth Management, LLC Greenwood Village 11.1% 262
45 Paller Financial Services, Inc. Centennial 10.7% 289
46 Envoy Advisory Inc. Colorado Springs 10.6% 1,808
47 Denver Wealth Management, Inc. Denver 10.5% 892
48 Edgerock Wealth Management Denver 10.4% 521
49 Welch Financial Planning, LLC Boulder 9.8% 143
50 JHP Wealth Management, LLC Centennial 9.7% 113
51 Black Swift Group, LLC Boulder 9.4% 371
52 Jim Saulnier & Associates, LLC Fort Collins 9.3% 215
53 Accelerated Wealth Advisors LLC Colorado Springs 9.2% 523
54 Wealthbuilders Investments Greenwood Village 8.8% 249
55 Cherry Creek Investment Advisors Inc Englewood 8.8% 351
56 Evergreen Private Wealth Greenwood Village 8.3% 157
57 Intergy Private Wealth, LLC Colorado Springs 8.0% 563
58 Prudent Man Investment Management Lousiville 7.4% 229
59 Destiny Capital Corporation Denver 7.3% 246
60 Impactfolio LLC Denver 7.3% 124
61 Colorado Capital Management Boulder 7.1% 225
62 Mountain Capital Investment Advisors Inc Westminster 7.0% 1,113
63 Focused Alpha, LLC Greenwood Village 6.9% 518
64 Theory Financial Fort Collins 6.8% 236
65 Steele Street Private Wealth Management Denver 6.7% 104
66 Forty North Wealth Glendale 6.6% 501
67 Mattern Capital Management, LLC Lakewood 6.3% 410
68 Noble Wealth Management P.B.C. Greenwood Village 6.3% 192
69 Peak Asset Management, LLC Louisville 6.2% 323
70 GHP Investment Advisors Inc Denver 6.0% 1,164
71 Synergy Financial Partners, LLC Denver 5.8% 497
72 Fpfoco Fort Collins 5.8% 120
73 Kozak & Tripp Private Asset Management, Inc. Highlands Ranch 5.7% 748
74 M.Z. Kark & Associates, Inc Denver 5.7% 157
75 Orographic Financial Advisors Avon 5.7% 105
76 Kilterhowling LLC Boulder 5.6% 196
77 Semper Augustus Investments Group LLC Highlands Ranch 5.5% 255
78 Petra Financial Advisors Inc Colorado Springs 5.3% 359
79 Indelible Wealth Group Berthoud 5.3% 152
80 G&S Capital LLC Denver 4.7% 402
81 Apo Financial Services, LLC Westminster 4.6% 518
82 The Millstone Evans Group, LLC Boulder 4.3% 627
83 Elderado Financial, Inc Montrose 4.0% 397
84 Altius Financial, Inc. Denver 4.0% 149
85 Elk River Wealth Management LLC Denver 4.0% 274
86 Wakefield Wealth Management, LLLP Englewood 4.0% 151
87 Bruce G. Allen Investments, LLC Denver 3.9% 127
88 Triumph Capital Management Denver 3.9% 2,155
89 Helm Investment Management, LLC Denver 3.7% 135
90 Sankala Group LLC Lyons 3.7% 109
91 Bonfire Financial, LLC Colorado Springs 3.7% 273
92 Ramsay Stattman Vela & Price Inc Colorado Springs 3.6% 390
93 Principium Investments LLC Boulder 3.5% 228
94 Stordahl Capital Management, Inc. Greenwood Village 3.4% 321
95 Intentional Wealth Strategies Colorado Springs 3.2% 157
96 Marshall Investment Management, LLC Greenwood Village 2.8% 578
97 Nilsine Partners, LLC Greenwood Village 2.8% 544
98 Wisdom Wealth Strategies Greenwood Village 2.7% 220
99 Essential Investment Partners, LLC Englewood 2.6% 154
100 Salus Financial Advisors Colorado Springs 2.5% 356

Showing the top 100. Figures are as firms reported them on Form ADV.

More rankings

Client growth 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.