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For asset managers
AdvisorIQ

Ranking, Colorado

Fastest-growing wealth firms over three years, including broker-dealer firms in Colorado

As of October 2, 2026, Maia Wealth ranked #1 in Colorado in AdvisorIQ's ranking of fastest-growing wealth firms over three years, including broker-dealer firms, with 65.8%, from a base of $213.5 million.

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

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.

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 Parsonex Advisory Services, Inc. Broker-dealer affiliated Englewood 36.7% $106.1 million
12 Tandem Financial, LLC Greenwood Village 35.3% $218.7 million
13 Clear Creek Advisors Denver 34.9% $294.2 million
14 Mercer Global Advisors Inc. Denver 33.9% $35.1 billion
15 Edgerock Wealth Management Denver 31.8% $252.9 million
16 JFG Family Office Denver 31.3% $2.0 billion
17 Gilpin Wealth Management LLC Golden 31.3% $100.3 million
18 Global Wealth Strategies and Associates, LLC Denver 30.0% $207.9 million
19 Miller Wealth Advisors, LLC Ridgway 28.7% $105.8 million
20 Mountain Capital Investment Advisors Inc Westminster 28.3% $440.0 million
21 Invictus Private Wealth, LLC Denver 28.2% $813.6 million
22 Intergy Private Wealth, LLC Colorado Springs 28.1% $286.4 million
23 Synergy Financial Partners, LLC Denver 27.5% $148.9 million
24 Western Wealth Management LLC Golden 27.5% $2.6 billion
25 Semper Augustus Investments Group LLC Highlands Ranch 27.2% $477.2 million
26 Integrity Wealth Solutions LLC Denver 26.9% $180.6 million
27 Rosel Wealth Management, LLC Highlands Ranch 25.8% $316.2 million
28 Bauer Wealth Management Inc. Colorado Springs 25.7% $103.6 million
29 Geneos Wealth Management, Inc. Broker-dealer affiliated Englewood 25.7% $4.6 billion
30 Stone Creek Group, LLC Englewood 24.9% $128.7 million
31 Impactfolio LLC Denver 24.8% $148.5 million
32 Investment Management Associates Greenwood Village 24.7% $417.6 million
33 Higgins & Schmidt Wealth Strategies LLC Denver 24.5% $144.8 million
34 The Institute Denver 24.4% $712.6 million
35 Boulder Wealth Advisors, LLC Boulder 23.1% $180.9 million
36 Red Mountain Financial Partners Durango 23.0% $121.1 million
37 Principium Investments LLC Boulder 22.6% $122.2 million
38 Noble Wealth Management P.B.C. Greenwood Village 22.6% $240.8 million
39 Gold Medal Waters, Inc. Boulder 22.6% $155.0 million
40 Keystone Financial Services Loveland 22.2% $207.9 million
41 Ryan Investments Basalt 21.8% $150.4 million
42 Theory Financial Fort Collins 21.7% $177.1 million
43 Vital Investment Management LLC Loveland 21.7% $157.7 million
44 Nilsine Partners, LLC Greenwood Village 21.5% $1.0 billion
45 Kozak & Tripp Private Asset Management, Inc. Highlands Ranch 21.1% $457.5 million
46 Evergreen Private Wealth Greenwood Village 21.0% $149.4 million
47 Alpha Capital Family Office, LLC Greenwood Village 21.0% $167.1 million
48 Black Swift Group, LLC Boulder 21.0% $392.1 million
49 Forty North Wealth Glendale 20.9% $198.4 million
50 Wisdom Wealth Strategies Greenwood Village 20.7% $108.3 million
51 Cimarron Wealth Management, Inc. Montrose 20.6% $186.5 million
52 Capital Asset Management, LLC Broker-dealer affiliated Denver 20.3% $120.0 million
53 Cherry Creek Investment Advisors Inc Englewood 20.2% $202.7 million
54 Triumph Capital Management Denver 19.7% $376.0 million
55 Acorn Creek Capital LLC Fort Collins 19.7% $285.1 million
56 Denver Wealth Management, Inc. Denver 19.6% $309.3 million
57 Gainline Financial Partners, LLC Louisville 18.9% $207.2 million
58 Empower Advisory Group, LLC Greenwood Village 18.9% $116.2 billion
59 Prudent Man Investment Management Lousiville 18.7% $233.1 million
60 Financial Security Management, Inc Lakewood 18.7% $365.5 million
61 Elderado Financial, Inc Montrose 18.6% $142.0 million
62 Trail Ridge Investment Advisors, LLC Fort Collins 18.2% $213.6 million
63 Bonfire Financial, LLC Colorado Springs 18.1% $142.1 million
64 Dodds Wealth, LLC Greenwood Village 18.0% $429.6 million
65 Tucker Asset Management LLC Littleton 17.8% $369.4 million
66 Wealthbuilders Investments Greenwood Village 17.8% $105.7 million
67 Altius Financial, Inc. Denver 17.7% $130.2 million
68 Family Financial Solutions Group, LLC Durango 17.3% $309.9 million
69 Obermeyer Wealth Partners Aspen 17.2% $1.9 billion
70 Altus Wealth Group, LLC Colorado Springs 17.1% $386.2 million
71 Envoy Advisory Inc. Colorado Springs 17.1% $383.3 million
72 G&S Capital LLC Denver 16.1% $303.7 million
73 Cascade Investment Group, Inc. Broker-dealer affiliated Colorado Springs 16.1% $268.5 million
74 Class VI Family Office, LLC Denver 16.0% $958.6 million
75 Whipplewood Advisors, LLC Littleton 16.0% $208.1 million
76 JHP Wealth Management, LLC Centennial 15.9% $143.9 million
77 Cherry Creek Family Offices Denver 15.7% $1.3 billion
78 Stordahl Capital Management, Inc. Greenwood Village 15.6% $437.4 million
79 GHP Investment Advisors Inc Denver 15.6% $2.0 billion
80 Elevate Capital Advisors Eagle 15.4% $119.1 million
81 Townsend Westminster 15.3% $991.0 million
82 Rosecap Investment Advisors, LLC Grand Junction 15.2% $345.3 million
83 Shearwater Capital Denver 15.2% $279.8 million
84 A & I Wealth Management Lone Tree 15.1% $367.5 million
85 Steele Street Private Wealth Management Denver 14.9% $123.7 million
86 Cosner Financial Group, LLC Windsor 14.9% $244.1 million
87 Destiny Capital Corporation Denver 14.6% $253.7 million
88 Tompkins & Co. Denver 14.6% $236.0 million
89 Schaefer Financial Management, Inc. Centennial 14.5% $742.7 million
90 Wakefield Wealth Management, LLLP Englewood 14.4% $342.6 million
91 Butler Financial Services Denver 14.4% $103.4 million
92 Bok Financial Private Wealth, Inc. Broker-dealer affiliated Denver 14.3% $2.5 billion
93 Kilterhowling LLC Boulder 14.3% $196.3 million
94 Callahan Capital Management Steamboat Springs 14.2% $146.2 million
95 Mattern Capital Management, LLC Lakewood 14.1% $722.4 million
96 Bason Asset Management Lakewood 13.9% $573.9 million
97 Sharkey Howes & Javer Inc Denver 13.7% $765.2 million
98 Hinds Financial Group Inc Lakewood 13.7% $365.7 million
99 Bruni J V & Co Colorado Springs 13.6% $748.3 million
100 Marshall Investment Management, LLC Greenwood Village 13.5% $203.7 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.