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For asset managers

Ranking, Colorado

Fastest-growing independent RIAs over five years in Colorado

As of October 2, 2026, Maia Wealth ranked #1 in Colorado in AdvisorIQ's ranking of fastest-growing independent RIAs over five years, with 54.8%, from a base of $109.5 million.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by compound annual growth in RAUM over the five years between the SEC snapshots of October 4, 2021 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 five years in Colorado
Rank Firm City Growth Starting value
1 Maia Wealth Denver 54.8% $109.5 million
2 Elevation Point Wealth Partners, LLC Denver 39.0% $1.6 billion
3 Keystone Global Partners LLC Denver 37.4% $118.4 million
4 Heirloom Wealth Management LLC Greenwood Village 35.5% $242.5 million
5 Mercer Global Advisors Inc. Denver 33.5% $19.9 billion
6 Investment Management Associates Greenwood Village 30.6% $212.9 million
7 Wealth Watch Advisors, Inc Englewood 28.2% $177.0 million
8 Edgerock Wealth Management Denver 28.0% $168.8 million
9 Clear Creek Advisors Denver 27.9% $211.4 million
10 JFG Family Office Denver 27.6% $1.3 billion
11 Peak Planning Group, LLC Centennial 27.0% $215.0 million
12 Semper Augustus Investments Group LLC Highlands Ranch 26.4% $304.9 million
13 Empower Advisory Group, LLC Greenwood Village 25.7% $62.3 billion
14 Class VI Family Office, LLC Denver 25.6% $478.8 million
15 Tucker Asset Management LLC Littleton 24.0% $205.9 million
16 Western Wealth Management LLC Golden 23.5% $1.9 billion
17 Mountain Capital Investment Advisors Inc Westminster 23.3% $326.3 million
18 Impactfolio LLC Denver 23.0% $102.5 million
19 Integrity Investment Advisors Fort Collins 22.5% $143.1 million
20 Tandem Financial, LLC Greenwood Village 21.8% $201.8 million
21 Integrity Wealth Solutions LLC Denver 21.8% $137.7 million
22 Focused Alpha, LLC Greenwood Village 21.7% $248.8 million
23 Petra Financial Advisors Inc Colorado Springs 20.8% $174.1 million
24 Rosel Wealth Management, LLC Highlands Ranch 20.8% $245.4 million
25 Higgins & Schmidt Wealth Strategies LLC Denver 19.9% $112.6 million
26 Rosecap Investment Advisors, LLC Grand Junction 19.5% $216.2 million
27 Cimarron Wealth Management, Inc. Montrose 18.9% $137.5 million
28 Cherry Creek Family Offices Denver 18.8% $854.9 million
29 Black Swift Group, LLC Boulder 18.3% $300.2 million
30 Altus Wealth Group, LLC Colorado Springs 18.1% $269.6 million
31 Theory Financial Fort Collins 17.5% $142.7 million
32 Vital Investment Management LLC Loveland 17.1% $129.1 million
33 Boulder Wealth Advisors, LLC Boulder 16.7% $156.3 million
34 Alpha Capital Family Office, LLC Greenwood Village 16.2% $139.9 million
35 Forty North Wealth Glendale 16.0% $166.9 million
36 The Wealth Conservancy, Inc. Boulder 15.6% $126.0 million
37 Gold Medal Waters, Inc. Boulder 14.7% $143.6 million
38 Denver Wealth Management, Inc. Denver 14.5% $269.2 million
39 Trail Ridge Investment Advisors, LLC Fort Collins 14.4% $180.2 million
40 Whipplewood Advisors, LLC Littleton 14.2% $166.9 million
41 Bason Asset Management Lakewood 14.1% $439.6 million
42 Keystone Financial Services Loveland 13.9% $197.6 million
43 Elderado Financial, Inc Montrose 13.9% $123.6 million
44 Bonfire Financial, LLC Colorado Springs 13.8% $122.5 million
45 Kozak & Tripp Private Asset Management, Inc. Highlands Ranch 13.4% $434.1 million
46 Mattern Capital Management, LLC Lakewood 13.2% $577.9 million
47 Financial Security Management, Inc Lakewood 12.9% $333.1 million
48 G&S Capital LLC Denver 12.9% $259.7 million
49 Altius Financial, Inc. Denver 12.8% $116.3 million
50 Ryan Investments Basalt 12.4% $151.4 million
51 Synergy Financial Partners, LLC Denver 12.4% $172.2 million
52 Wisdom Wealth Strategies Greenwood Village 12.3% $106.4 million
53 Lotusgroup Advisors Denver 12.3% $159.8 million
54 Aspen Grove Capital, LLC Avon 12.3% $3.7 billion
55 Townsend Westminster 12.2% $856.2 million
56 GHP Investment Advisors Inc Denver 11.9% $1.7 billion
57 The Institute Denver 11.9% $781.6 million
58 JHP Wealth Management, LLC Centennial 11.8% $128.2 million
59 Steele Street Private Wealth Management Denver 11.7% $107.8 million
60 Triumph Capital Management Denver 11.6% $372.9 million
61 Cherry Creek Investment Advisors Inc Englewood 11.5% $204.2 million
62 FFG Retirement Counseling Centennial 11.5% $125.7 million
63 Stordahl Capital Management, Inc. Greenwood Village 11.4% $394.8 million
64 Aspen Wealth Strategies, LLC Arvada 11.1% $184.1 million
65 Miller Wealth Advisors, LLC Ridgway 11.1% $133.5 million
66 Prudent Man Investment Management Lousiville 10.9% $232.3 million
67 Schaefer Financial Management, Inc. Centennial 10.6% $672.5 million
68 Bruni J V & Co Colorado Springs 10.2% $674.6 million
69 Seamount Financial Group Inc Colorado Springs 9.8% $468.0 million
70 Envoy Advisory Inc. Colorado Springs 9.7% $387.2 million
71 Wakefield Wealth Management, LLLP Englewood 9.6% $325.0 million
72 Collier Financial, Inc Denver 9.3% $102.8 million
73 Silverpeak Wealth Advisors Boulder 9.2% $114.0 million
74 Obermeyer Wealth Partners Aspen 9.2% $2.0 billion
75 Hinds Financial Group Inc Lakewood 8.9% $351.3 million
76 The William Allan Corporation Fort Collins 8.8% $134.2 million
77 Elk River Wealth Management LLC Denver 8.8% $638.4 million
78 Cosner Financial Group, LLC Windsor 8.7% $244.2 million
79 Marshall Investment Management, LLC Greenwood Village 8.6% $197.2 million
80 Helm Investment Management, LLC Denver 8.4% $247.3 million
81 Family Financial Solutions Group, LLC Durango 8.3% $335.6 million
82 Kilterhowling LLC Boulder 8.2% $197.5 million
83 BSW Wealth Partners Boulder 8.1% $1.5 billion
84 J.F. Williams Co., Inc. Denver 8.1% $194.0 million
85 Zeit Capital Advisors Greenwood Village 8.0% $115.8 million
86 Sharkey Howes & Javer Inc Denver 7.9% $769.5 million
87 Highpass Asset Management LLC Denver 7.7% $150.4 million
88 Elevate Capital Advisors Eagle 7.6% $127.0 million
89 Colorado Capital Management Boulder 7.4% $445.7 million
90 Ramsay Stattman Vela & Price Inc Colorado Springs 7.3% $546.7 million
91 Callahan Capital Management Steamboat Springs 7.1% $154.0 million
92 Peak Financial Advisors Denver 6.8% $193.0 million
93 Peak Asset Management, LLC Louisville 6.8% $729.1 million
94 M.Z. Kark & Associates, Inc Denver 6.7% $266.7 million
95 Shearwater Capital Denver 6.7% $308.6 million
96 Tillman Hartley LLC Denver 6.7% $540.2 million
97 Bruce G. Allen Investments, LLC Denver 6.7% $186.9 million
98 The Millstone Evans Group, LLC Boulder 6.5% $650.6 million
99 Lovett Investment Consulting LLC Steamboat Springs 6.5% $160.8 million
100 Sachem Hill LLC Denver 6.4% $869.3 million

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

More rankings

Fastest growing, 5 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.