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For asset managers

Ranking, Colorado

Largest independent RIAs by assets under management in Colorado

As of October 2, 2026, Empower Advisory Group, LLC ranked #1 in Colorado in AdvisorIQ's ranking of largest independent RIAs by assets under management, with $195.4 billion.

Include wirehouses and broker-dealer firms

SEC-registered and state-registered firms that report RAUM, ranked by RAUM. 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). RAUM is regulatory assets under management (Form ADV Item 5.F(2)(c)) as reported in each firm's latest Form ADV filing in the data of October 2, 2026, usually as of the firm's last fiscal year end. Firms reporting no RAUM are not ranked. 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.

Largest independent RIAs by assets under management in Colorado
Rank Firm City RAUM
1 Empower Advisory Group, LLC Greenwood Village $195.4 billion
2 Mercer Global Advisors Inc. Denver $84.4 billion
3 Elevation Point Wealth Partners, LLC Denver $8.3 billion
4 Aspen Grove Capital, LLC Avon $6.7 billion
5 Western Wealth Management LLC Golden $5.4 billion
6 JFG Family Office Denver $4.5 billion
7 GHP Investment Advisors Inc Denver $3.1 billion
8 Obermeyer Wealth Partners Aspen $3.0 billion
9 Summit Wealth Group Colorado Springs $2.3 billion
10 BSW Wealth Partners Boulder $2.2 billion
11 PCM Encore, LLC Aspen $2.0 billion
12 Cherry Creek Family Offices Denver $2.0 billion
13 Nilsine Partners, LLC Greenwood Village $1.9 billion
14 Invictus Private Wealth, LLC Denver $1.7 billion
15 Buck Wealth Strategies, LLC Denver $1.6 billion
16 Townsend Westminster $1.5 billion
17 Class VI Family Office, LLC Denver $1.5 billion
18 The Institute Denver $1.4 billion
19 Capital Investment Counsel, LLC Denver $1.4 billion
20 Paragon Capital Management Denver $1.3 billion
21 Sachem Hill LLC Denver $1.2 billion
22 Crusonia Wealth Advisors LLC Denver $1.2 billion
23 Sharkey Howes & Javer Inc Denver $1.1 billion
24 Schaefer Financial Management, Inc. Centennial $1.1 billion
25 Heirloom Wealth Management LLC Greenwood Village $1.1 billion
26 Bruni J V & Co Colorado Springs $1.1 billion
27 Mattern Capital Management, LLC Lakewood $1.1 billion
28 Peak Asset Management, LLC Louisville $1.0 billion
29 Semper Augustus Investments Group LLC Highlands Ranch $982.2 million
30 Maia Wealth Denver $973.0 million
31 Elk River Wealth Management LLC Denver $971.3 million
32 Uniting Wealth Partners Denver $934.6 million
33 Mountain Capital Investment Advisors Inc Westminster $929.1 million
34 Sprinkle Financial Consultants LLC Littleton $926.1 million
35 First Affirmative Financial Network LLC Colorado Springs $905.2 million
36 The Millstone Evans Group, LLC Boulder $893.3 million
37 Bason Asset Management Lakewood $848.8 million
38 Kozak & Tripp Private Asset Management, Inc. Highlands Ranch $813.4 million
39 Investment Management Associates Greenwood Village $810.0 million
40 Ramsay Stattman Vela & Price Inc Colorado Springs $778.5 million
41 Tillman Hartley LLC Denver $746.3 million
42 Seamount Financial Group Inc Colorado Springs $745.2 million
43 Clear Creek Advisors Denver $722.5 million
44 Peak Planning Group, LLC Centennial $710.0 million
45 Dodds Wealth, LLC Greenwood Village $706.2 million
46 Black Swift Group, LLC Boulder $694.1 million
47 Stordahl Capital Management, Inc. Greenwood Village $675.9 million
48 Focused Alpha, LLC Greenwood Village $663.9 million
49 Legacy Wealth Partners, LLC Lakewood $646.0 million
50 Triumph Capital Management Denver $645.6 million
51 Colorado Capital Management Boulder $638.4 million
52 Rosel Wealth Management, LLC Highlands Ranch $630.2 million
53 Impact Capital Partners LLC Greenwood Village $625.6 million
54 Altus Wealth Group, LLC Colorado Springs $620.1 million
55 Envoy Advisory Inc. Colorado Springs $615.0 million
56 Wealth Watch Advisors, Inc Englewood $612.4 million
57 Financial Security Management, Inc Lakewood $611.5 million
58 Tucker Asset Management LLC Littleton $603.6 million
59 Intergy Private Wealth, LLC Colorado Springs $602.6 million
60 Owl Creek Wealth Partners Greenwood Village $602.3 million
61 JPL Wealth Management, LLC Greenwood Village $587.9 million
62 Keystone Global Partners LLC Denver $580.5 million
63 Edgerock Wealth Management Denver $578.9 million
64 A & I Wealth Management Lone Tree $560.0 million
65 Tandem Financial, LLC Greenwood Village $541.8 million
66 Gallacher Capital Management, LLC Lone Tree $539.0 million
67 Hinds Financial Group Inc Lakewood $536.9 million
68 Denver Wealth Management, Inc. Denver $529.8 million
69 Rosecap Investment Advisors, LLC Grand Junction $527.5 million
70 Denver PWM, LLC Denver $524.4 million
71 Wakefield Wealth Management, LLLP Englewood $512.9 million
72 Family Financial Solutions Group, LLC Durango $500.7 million
73 Acorn Creek Capital LLC Fort Collins $488.7 million
74 G&S Capital LLC Denver $475.6 million
75 Global Wealth Strategies and Associates, LLC Denver $457.0 million
76 Petra Financial Advisors Inc Colorado Springs $447.2 million
77 Noble Wealth Management P.B.C. Greenwood Village $444.1 million
78 Shearwater Capital Denver $427.3 million
79 Boulder Asset Management Englewood $426.1 million
80 Jupiter Wealth Management, LLC Glendale $416.8 million
81 Integrity Investment Advisors Fort Collins $394.3 million
82 Causey Wealth LLC Greenwood Village $393.2 million
83 Prudent Man Investment Management Lousiville $390.2 million
84 Destiny Capital Corporation Denver $382.2 million
85 Keystone Financial Services Loveland $379.2 million
86 Helm Investment Management, LLC Denver $370.8 million
87 Cosner Financial Group, LLC Windsor $369.8 million
88 M.Z. Kark & Associates, Inc Denver $369.6 million
89 Integrity Wealth Solutions LLC Denver $369.0 million
90 Tompkins & Co. Denver $355.0 million
91 Trail Ridge Investment Advisors, LLC Fort Collins $352.9 million
92 Cherry Creek Investment Advisors Inc Englewood $351.9 million
93 Forty North Wealth Glendale $350.6 million
94 Gainline Financial Partners, LLC Louisville $348.6 million
95 Boulder Wealth Advisors, LLC Boulder $337.9 million
96 Cimarron Wealth Management, Inc. Montrose $327.3 million
97 Whipplewood Advisors, LLC Littleton $324.5 million
98 M4A3 LLC Boulder $322.0 million
99 Theory Financial Fort Collins $319.2 million
100 Aspen Wealth Strategies, LLC Arvada $312.2 million

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

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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.