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RIA directory Rankings Largest Colorado
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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Largest 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 .