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For asset managers
AdvisorIQ

Ranking, Colorado

Fastest-growing wealth firms over five 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 five years, including broker-dealer firms, with 54.8%, from a base of $109.5 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 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.

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 Geneos Wealth Management, Inc. Broker-dealer affiliated Englewood 15.0% $4.6 billion
38 Gold Medal Waters, Inc. Boulder 14.7% $143.6 million
39 Denver Wealth Management, Inc. Denver 14.5% $269.2 million
40 Trail Ridge Investment Advisors, LLC Fort Collins 14.4% $180.2 million
41 Whipplewood Advisors, LLC Littleton 14.2% $166.9 million
42 Bason Asset Management Lakewood 14.1% $439.6 million
43 Keystone Financial Services Loveland 13.9% $197.6 million
44 Elderado Financial, Inc Montrose 13.9% $123.6 million
45 Bonfire Financial, LLC Colorado Springs 13.8% $122.5 million
46 Kozak & Tripp Private Asset Management, Inc. Highlands Ranch 13.4% $434.1 million
47 Mattern Capital Management, LLC Lakewood 13.2% $577.9 million
48 Financial Security Management, Inc Lakewood 12.9% $333.1 million
49 G&S Capital LLC Denver 12.9% $259.7 million
50 Altius Financial, Inc. Denver 12.8% $116.3 million
51 Ryan Investments Basalt 12.4% $151.4 million
52 Synergy Financial Partners, LLC Denver 12.4% $172.2 million
53 Wisdom Wealth Strategies Greenwood Village 12.3% $106.4 million
54 Lotusgroup Advisors Denver 12.3% $159.8 million
55 Aspen Grove Capital, LLC Avon 12.3% $3.7 billion
56 Townsend Westminster 12.2% $856.2 million
57 GHP Investment Advisors Inc Denver 11.9% $1.7 billion
58 The Institute Denver 11.9% $781.6 million
59 JHP Wealth Management, LLC Centennial 11.8% $128.2 million
60 Steele Street Private Wealth Management Denver 11.7% $107.8 million
61 Triumph Capital Management Denver 11.6% $372.9 million
62 Cherry Creek Investment Advisors Inc Englewood 11.5% $204.2 million
63 FFG Retirement Counseling Centennial 11.5% $125.7 million
64 Stordahl Capital Management, Inc. Greenwood Village 11.4% $394.8 million
65 Aspen Wealth Strategies, LLC Arvada 11.1% $184.1 million
66 Miller Wealth Advisors, LLC Ridgway 11.1% $133.5 million
67 Prudent Man Investment Management Lousiville 10.9% $232.3 million
68 Schaefer Financial Management, Inc. Centennial 10.6% $672.5 million
69 Gill Capital Partners Broker-dealer affiliated Denver 10.6% $520.4 million
70 Bok Financial Private Wealth, Inc. Broker-dealer affiliated Denver 10.4% $2.3 billion
71 Bruni J V & Co Colorado Springs 10.2% $674.6 million
72 Seamount Financial Group Inc Colorado Springs 9.8% $468.0 million
73 Envoy Advisory Inc. Colorado Springs 9.7% $387.2 million
74 Wakefield Wealth Management, LLLP Englewood 9.6% $325.0 million
75 Collier Financial, Inc Denver 9.3% $102.8 million
76 Silverpeak Wealth Advisors Boulder 9.2% $114.0 million
77 Obermeyer Wealth Partners Aspen 9.2% $2.0 billion
78 Hinds Financial Group Inc Lakewood 8.9% $351.3 million
79 The William Allan Corporation Fort Collins 8.8% $134.2 million
80 Elk River Wealth Management LLC Denver 8.8% $638.4 million
81 Cosner Financial Group, LLC Windsor 8.7% $244.2 million
82 Marshall Investment Management, LLC Greenwood Village 8.6% $197.2 million
83 Helm Investment Management, LLC Denver 8.4% $247.3 million
84 Family Financial Solutions Group, LLC Durango 8.3% $335.6 million
85 Kilterhowling LLC Boulder 8.2% $197.5 million
86 BSW Wealth Partners Boulder 8.1% $1.5 billion
87 J.F. Williams Co., Inc. Denver 8.1% $194.0 million
88 Zeit Capital Advisors Greenwood Village 8.0% $115.8 million
89 Sharkey Howes & Javer Inc Denver 7.9% $769.5 million
90 Highpass Asset Management LLC Denver 7.7% $150.4 million
91 Elevate Capital Advisors Eagle 7.6% $127.0 million
92 Colorado Capital Management Boulder 7.4% $445.7 million
93 Ramsay Stattman Vela & Price Inc Colorado Springs 7.3% $546.7 million
94 Callahan Capital Management Steamboat Springs 7.1% $154.0 million
95 Peak Financial Advisors Denver 6.8% $193.0 million
96 Peak Asset Management, LLC Louisville 6.8% $729.1 million
97 M.Z. Kark & Associates, Inc Denver 6.7% $266.7 million
98 Shearwater Capital Denver 6.7% $308.6 million
99 Tillman Hartley LLC Denver 6.7% $540.2 million
100 Bruce G. Allen Investments, LLC Denver 6.7% $186.9 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.