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RIA directory Rankings Fastest growing, 3 years Colorado
Ranking, Colorado
Fastest-growing independent RIAs over three years in Colorado
As of October 2, 2026, Maia Wealth ranked #1 in Colorado in AdvisorIQ's ranking of fastest-growing independent RIAs over three years, with 65.8%, from a base of $213.5 million.
Include wirehouses and broker-dealer firms
SEC-registered firms ranked by compound annual growth in RAUM over the three years between the SEC snapshots of October 5, 2023 and October 2, 2026, for firms with at least $100 million in RAUM at the start. The value is a fraction per year and base_value is the starting RAUM. Firms growing more than 100 percent a year are left out: on Form ADV that almost always reflects a merger, an acquisition or assets moved from an affiliated adviser rather than growth, 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.
Fastest-growing independent RIAs over three years in Colorado
Rank
Firm
City
Growth
Starting value
1
Maia Wealth
Denver
65.8%
$213.5 million
2
Elevation Point Wealth Partners, LLC
Denver
64.5%
$1.9 billion
3
Keystone Global Partners LLC
Denver
54.7%
$156.8 million
4
Integrity Investment Advisors
Fort Collins
46.7%
$124.8 million
5
Heirloom Wealth Management LLC
Greenwood Village
46.5%
$352.8 million
6
Peak Planning Group, LLC
Centennial
45.5%
$230.4 million
7
Varra Financial
Louisville
41.9%
$106.9 million
8
Jim Saulnier & Associates, LLC
Fort Collins
39.4%
$105.7 million
9
Wealth Watch Advisors, Inc
Englewood
37.8%
$234.2 million
10
Focused Alpha, LLC
Greenwood Village
37.1%
$257.5 million
11
Tandem Financial, LLC
Greenwood Village
35.3%
$218.7 million
12
Clear Creek Advisors
Denver
34.9%
$294.2 million
13
Mercer Global Advisors Inc.
Denver
33.9%
$35.1 billion
14
Edgerock Wealth Management
Denver
31.8%
$252.9 million
15
JFG Family Office
Denver
31.3%
$2.0 billion
16
Gilpin Wealth Management LLC
Golden
31.3%
$100.3 million
17
Global Wealth Strategies and Associates, LLC
Denver
30.0%
$207.9 million
18
Miller Wealth Advisors, LLC
Ridgway
28.7%
$105.8 million
19
Mountain Capital Investment Advisors Inc
Westminster
28.3%
$440.0 million
20
Invictus Private Wealth, LLC
Denver
28.2%
$813.6 million
21
Intergy Private Wealth, LLC
Colorado Springs
28.1%
$286.4 million
22
Synergy Financial Partners, LLC
Denver
27.5%
$148.9 million
23
Western Wealth Management LLC
Golden
27.5%
$2.6 billion
24
Semper Augustus Investments Group LLC
Highlands Ranch
27.2%
$477.2 million
25
Integrity Wealth Solutions LLC
Denver
26.9%
$180.6 million
26
Rosel Wealth Management, LLC
Highlands Ranch
25.8%
$316.2 million
27
Bauer Wealth Management Inc.
Colorado Springs
25.7%
$103.6 million
28
Stone Creek Group, LLC
Englewood
24.9%
$128.7 million
29
Impactfolio LLC
Denver
24.8%
$148.5 million
30
Investment Management Associates
Greenwood Village
24.7%
$417.6 million
31
Higgins & Schmidt Wealth Strategies LLC
Denver
24.5%
$144.8 million
32
The Institute
Denver
24.4%
$712.6 million
33
Boulder Wealth Advisors, LLC
Boulder
23.1%
$180.9 million
34
Red Mountain Financial Partners
Durango
23.0%
$121.1 million
35
Principium Investments LLC
Boulder
22.6%
$122.2 million
36
Noble Wealth Management P.B.C.
Greenwood Village
22.6%
$240.8 million
37
Gold Medal Waters, Inc.
Boulder
22.6%
$155.0 million
38
Keystone Financial Services
Loveland
22.2%
$207.9 million
39
Ryan Investments
Basalt
21.8%
$150.4 million
40
Theory Financial
Fort Collins
21.7%
$177.1 million
41
Vital Investment Management LLC
Loveland
21.7%
$157.7 million
42
Nilsine Partners, LLC
Greenwood Village
21.5%
$1.0 billion
43
Kozak & Tripp Private Asset Management, Inc.
Highlands Ranch
21.1%
$457.5 million
44
Evergreen Private Wealth
Greenwood Village
21.0%
$149.4 million
45
Alpha Capital Family Office, LLC
Greenwood Village
21.0%
$167.1 million
46
Black Swift Group, LLC
Boulder
21.0%
$392.1 million
47
Forty North Wealth
Glendale
20.9%
$198.4 million
48
Wisdom Wealth Strategies
Greenwood Village
20.7%
$108.3 million
49
Cimarron Wealth Management, Inc.
Montrose
20.6%
$186.5 million
50
Cherry Creek Investment Advisors Inc
Englewood
20.2%
$202.7 million
51
Triumph Capital Management
Denver
19.7%
$376.0 million
52
Acorn Creek Capital LLC
Fort Collins
19.7%
$285.1 million
53
Denver Wealth Management, Inc.
Denver
19.6%
$309.3 million
54
Gainline Financial Partners, LLC
Louisville
18.9%
$207.2 million
55
Empower Advisory Group, LLC
Greenwood Village
18.9%
$116.2 billion
56
Prudent Man Investment Management
Lousiville
18.7%
$233.1 million
57
Financial Security Management, Inc
Lakewood
18.7%
$365.5 million
58
Elderado Financial, Inc
Montrose
18.6%
$142.0 million
59
Trail Ridge Investment Advisors, LLC
Fort Collins
18.2%
$213.6 million
60
Bonfire Financial, LLC
Colorado Springs
18.1%
$142.1 million
61
Dodds Wealth, LLC
Greenwood Village
18.0%
$429.6 million
62
Tucker Asset Management LLC
Littleton
17.8%
$369.4 million
63
Wealthbuilders Investments
Greenwood Village
17.8%
$105.7 million
64
Altius Financial, Inc.
Denver
17.7%
$130.2 million
65
Family Financial Solutions Group, LLC
Durango
17.3%
$309.9 million
66
Obermeyer Wealth Partners
Aspen
17.2%
$1.9 billion
67
Altus Wealth Group, LLC
Colorado Springs
17.1%
$386.2 million
68
Envoy Advisory Inc.
Colorado Springs
17.1%
$383.3 million
69
G&S Capital LLC
Denver
16.1%
$303.7 million
70
Class VI Family Office, LLC
Denver
16.0%
$958.6 million
71
Whipplewood Advisors, LLC
Littleton
16.0%
$208.1 million
72
JHP Wealth Management, LLC
Centennial
15.9%
$143.9 million
73
Cherry Creek Family Offices
Denver
15.7%
$1.3 billion
74
Stordahl Capital Management, Inc.
Greenwood Village
15.6%
$437.4 million
75
GHP Investment Advisors Inc
Denver
15.6%
$2.0 billion
76
Elevate Capital Advisors
Eagle
15.4%
$119.1 million
77
Townsend
Westminster
15.3%
$991.0 million
78
Rosecap Investment Advisors, LLC
Grand Junction
15.2%
$345.3 million
79
Shearwater Capital
Denver
15.2%
$279.8 million
80
A & I Wealth Management
Lone Tree
15.1%
$367.5 million
81
Steele Street Private Wealth Management
Denver
14.9%
$123.7 million
82
Cosner Financial Group, LLC
Windsor
14.9%
$244.1 million
83
Destiny Capital Corporation
Denver
14.6%
$253.7 million
84
Tompkins & Co.
Denver
14.6%
$236.0 million
85
Schaefer Financial Management, Inc.
Centennial
14.5%
$742.7 million
86
Wakefield Wealth Management, LLLP
Englewood
14.4%
$342.6 million
87
Butler Financial Services
Denver
14.4%
$103.4 million
88
Kilterhowling LLC
Boulder
14.3%
$196.3 million
89
Callahan Capital Management
Steamboat Springs
14.2%
$146.2 million
90
Mattern Capital Management, LLC
Lakewood
14.1%
$722.4 million
91
Bason Asset Management
Lakewood
13.9%
$573.9 million
92
Sharkey Howes & Javer Inc
Denver
13.7%
$765.2 million
93
Hinds Financial Group Inc
Lakewood
13.7%
$365.7 million
94
Bruni J V & Co
Colorado Springs
13.6%
$748.3 million
95
Marshall Investment Management, LLC
Greenwood Village
13.5%
$203.7 million
96
Petra Financial Advisors Inc
Colorado Springs
13.5%
$305.8 million
97
Helm Investment Management, LLC
Denver
13.5%
$253.9 million
98
Aspen Grove Capital, LLC
Avon
13.3%
$4.6 billion
99
Tillman Hartley LLC
Denver
13.3%
$512.8 million
100
Orographic Financial Advisors
Avon
13.2%
$143.0 million
Showing the top 100. Figures are as firms reported them on Form ADV.
More rankings
Fastest growing, 3 years 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 .