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RIA directory Rankings Fastest growing, 5 years Colorado
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 .