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For asset managers
AdvisorIQ

Ranking, Colorado

Fastest-growing wealth firms over one year, including broker-dealer firms in Colorado

As of October 2, 2026, Elevation Point Wealth Partners, LLC ranked #1 in Colorado in AdvisorIQ's ranking of fastest-growing wealth firms over one year, including broker-dealer firms, with 240.5%, from a base of $2.4 billion.

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

SEC-registered firms ranked by the change in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least $100 million in RAUM in the earlier snapshot. The value is a fraction (0.25 is 25 percent) and base_value is the starting RAUM. Firms whose figure grew more than 300 percent 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 Elevation Point Wealth Partners, LLC Denver 240.5% $2.4 billion
2 Buck Wealth Strategies, LLC Denver 190.6% $565.4 million
3 Integrity Investment Advisors Fort Collins 134.7% $168.0 million
4 BXM Wealth LLC Englewood 115.0% $107.6 million
5 Tandem Financial, LLC Greenwood Village 86.1% $291.2 million
6 Heirloom Wealth Management LLC Greenwood Village 80.5% $614.1 million
7 Uniting Wealth Partners Denver 71.6% $544.7 million
8 Summit Wealth Group Colorado Springs 70.3% $1.4 billion
9 Peak Investment Advisors, Inc. Colorado Springs 68.1% $139.6 million
10 Owl Creek Wealth Partners Greenwood Village 65.9% $363.0 million
11 PCM Encore, LLC Aspen 65.6% $1.2 billion
12 JFG Family Office Denver 65.0% $2.7 billion
13 Geneos Wealth Management, Inc. Broker-dealer affiliated Englewood 64.7% $5.6 billion
14 McAlvany Wealth Management, LLC Durango 63.6% $137.1 million
15 Rigden Capital Strategies Englewood 62.3% $104.1 million
16 7TWO Denver 61.9% $142.3 million
17 Jim Saulnier & Associates, LLC Fort Collins 59.1% $180.0 million
18 Downshift Financial Boulder 58.5% $135.4 million
19 Cedarwood Wealth Highlands Ranch 57.5% $135.5 million
20 Parsonex Advisory Services, Inc. Broker-dealer affiliated Englewood 55.2% $174.8 million
21 Infinium Investment Advisors, LLC Denver 52.7% $101.7 million
22 Cimarron Wealth Management, Inc. Montrose 42.0% $230.5 million
23 Semper Augustus Investments Group LLC Highlands Ranch 41.7% $693.0 million
24 Investment Management Associates Greenwood Village 41.4% $572.7 million
25 Wealthbuilders Investments Greenwood Village 41.1% $122.3 million
26 Mercer Global Advisors Inc. Denver 40.1% $60.3 billion
27 Perspective Wealth Advisors Loveland 39.8% $113.1 million
28 Highpass Asset Management LLC Denver 39.3% $156.7 million
29 Stone Creek Group, LLC Englewood 38.3% $181.3 million
30 Maia Wealth Denver 38.1% $704.3 million
31 Fpfoco Fort Collins 37.9% $110.0 million
32 Sankala Group LLC Lyons 37.0% $116.1 million
33 Alpha Capital Family Office, LLC Greenwood Village 36.1% $217.4 million
34 Welch Financial Planning, LLC Boulder 36.1% $145.6 million
35 Quish Boulder 35.9% $113.4 million
36 Western Wealth Management LLC Golden 35.8% $3.9 billion
37 The Wealth Conservancy, Inc. Boulder 35.3% $192.1 million
38 Triumph Capital Management Denver 33.5% $483.4 million
39 Integrity Wealth Solutions LLC Denver 33.4% $276.6 million
40 Wakefield Wealth Management, LLLP Englewood 32.1% $388.3 million
41 Clear Creek Advisors Denver 31.8% $548.3 million
42 Noble Wealth Management P.B.C. Greenwood Village 31.1% $338.7 million
43 Ryan Investments Basalt 30.8% $208.0 million
44 Keystone Global Partners LLC Denver 30.3% $445.6 million
45 Higgins & Schmidt Wealth Strategies LLC Denver 29.9% $215.1 million
46 Salus Financial Advisors Colorado Springs 29.3% $203.1 million
47 Wealth Watch Advisors, Inc Englewood 29.3% $473.7 million
48 Intergy Private Wealth, LLC Colorado Springs 29.0% $467.0 million
49 Varra Financial Louisville 28.7% $237.5 million
50 Outbound Financial Boulder 28.4% $117.7 million
51 Gainline Financial Partners, LLC Louisville 27.7% $273.1 million
52 Invictus Private Wealth, LLC Denver 26.5% $1.4 billion
53 Altius Financial, Inc. Denver 26.3% $168.1 million
54 Planwiser Financial Colorado Springs 26.1% $134.1 million
55 Class VI Family Office, LLC Denver 25.8% $1.2 billion
56 Hinchley Advisory Group, LLC Centennial 25.3% $154.2 million
57 Rosel Wealth Management, LLC Highlands Ranch 25.2% $503.3 million
58 Wisdom Wealth Strategies Greenwood Village 25.0% $152.3 million
59 Mountain Capital Investment Advisors Inc Westminster 24.8% $744.7 million
60 Vital Investment Management LLC Loveland 24.7% $227.6 million
61 Impactfolio LLC Denver 24.7% $231.7 million
62 Black Swift Group, LLC Boulder 24.4% $558.0 million
63 Keystone Financial Services Loveland 24.1% $305.7 million
64 Miller Wealth Advisors, LLC Ridgway 23.9% $182.0 million
65 Hoffmann Hermanson Denver 23.6% $148.0 million
66 Global Wealth Strategies and Associates, LLC Denver 23.6% $369.6 million
67 Steele Street Private Wealth Management Denver 23.5% $151.8 million
68 Summit Hill Wealth Management, LLC Greenwood Village 23.4% $118.1 million
69 Lord and Richards Highlands Ranch 23.2% $104.5 million
70 Tier One Wealth Management Lone Tree 23.1% $125.1 million
71 Edgerock Wealth Management Denver 23.0% $470.5 million
72 Growstrong Wealth Strategies Fort Collins 23.0% $103.3 million
73 Empower Advisory Group, LLC Greenwood Village 22.8% $159.1 billion
74 Sharkey Howes & Javer Inc Denver 22.8% $917.0 million
75 Shearwater Capital Denver 22.7% $348.2 million
76 Intentional Wealth Strategies Colorado Springs 22.6% $139.6 million
77 Tillman Hartley LLC Denver 22.5% $609.3 million
78 Lotusgroup Advisors Denver 22.3% $233.9 million
79 G&S Capital LLC Denver 22.3% $389.0 million
80 Orographic Financial Advisors Avon 21.8% $170.4 million
81 Elderado Financial, Inc Montrose 21.7% $195.0 million
82 Denver Wealth Management, Inc. Denver 21.6% $435.7 million
83 Bason Asset Management Lakewood 21.2% $700.6 million
84 M.Z. Kark & Associates, Inc Denver 21.1% $305.2 million
85 Fit Wealth Management Centennial 20.7% $122.0 million
86 A & I Wealth Management Lone Tree 20.7% $463.9 million
87 Prudent Man Investment Management Lousiville 20.5% $323.7 million
88 Trail Ridge Investment Advisors, LLC Fort Collins 19.9% $294.3 million
89 Forty North Wealth Glendale 19.9% $292.5 million
90 Evergreen Private Wealth Greenwood Village 19.8% $221.0 million
91 Townsend Westminster 19.1% $1.3 billion
92 West End Wealth Management, LLC Denver 18.8% $143.5 million
93 The Institute Denver 18.7% $1.2 billion
94 Rosecap Investment Advisors, LLC Grand Junction 18.6% $444.6 million
95 Impact Capital Partners LLC Greenwood Village 18.5% $528.0 million
96 Zeit Capital Advisors Greenwood Village 18.4% $143.7 million
97 Cornerstone Investment Advisors, LLC Boulder 18.3% $152.8 million
98 Causey Wealth LLC Greenwood Village 18.3% $332.3 million
99 Focused Alpha, LLC Greenwood Village 18.2% $561.9 million
100 Bonfire Financial, LLC Colorado Springs 18.1% $198.2 million

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

More rankings

Fastest growing 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.