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Ranking, Colorado

Independent RIAs with the most accounts in Colorado

As of October 2, 2026, Empower Advisory Group, LLC ranked #1 in Colorado in AdvisorIQ's ranking of independent RIAs with the most accounts, with 297,074.

Include wirehouses and broker-dealer firms

Firms ranked by the number of accounts in their RAUM (Form ADV Item 5.F(2)(f)), discretionary and non-discretionary, in the data of October 2, 2026. SEC-registered and state-registered firms are both ranked. 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). 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.

Independent RIAs with the most accounts in Colorado
Rank Firm City Most accounts
1 Empower Advisory Group, LLC Greenwood Village 297,074
2 Mercer Global Advisors Inc. Denver 116,310
3 Elevation Point Wealth Partners, LLC Denver 19,386
4 Western Wealth Management LLC Golden 19,273
5 Summit Wealth Group Colorado Springs 8,632
6 Maia Wealth Denver 5,265
7 Buck Wealth Strategies, LLC Denver 5,193
8 GHP Investment Advisors Inc Denver 4,560
9 BSW Wealth Partners Boulder 3,876
10 Townsend Westminster 3,662
11 Triumph Capital Management Denver 3,653
12 Mountain Capital Investment Advisors Inc Westminster 3,631
13 Wealth Watch Advisors, Inc Englewood 3,587
14 Aspen Grove Capital, LLC Avon 3,287
15 Tucker Asset Management LLC Littleton 3,217
16 Global Wealth Strategies and Associates, LLC Denver 2,946
17 Obermeyer Wealth Partners Aspen 2,732
18 Financial Security Management, Inc Lakewood 2,691
19 The Millstone Evans Group, LLC Boulder 2,677
20 Denver Wealth Management, Inc. Denver 2,513
21 Heirloom Wealth Management LLC Greenwood Village 2,509
22 Clear Creek Advisors Denver 2,400
23 Sharkey Howes & Javer Inc Denver 2,397
24 Kozak & Tripp Private Asset Management, Inc. Highlands Ranch 2,390
25 Peak Planning Group, LLC Centennial 2,363
26 Altus Wealth Group, LLC Colorado Springs 2,339
27 Uniting Wealth Partners Denver 2,337
28 First Affirmative Financial Network LLC Colorado Springs 2,327
29 Intergy Private Wealth, LLC Colorado Springs 2,298
30 Acorn Creek Capital LLC Fort Collins 2,073
31 Legacy Wealth Partners, LLC Lakewood 2,028
32 Envoy Advisory Inc. Colorado Springs 1,983
33 Crusonia Wealth Advisors LLC Denver 1,960
34 Impact Capital Partners LLC Greenwood Village 1,861
35 Schaefer Financial Management, Inc. Centennial 1,776
36 Invictus Private Wealth, LLC Denver 1,754
37 JFG Family Office Denver 1,745
38 The Institute Denver 1,684
39 A & I Wealth Management Lone Tree 1,683
40 Seamount Financial Group Inc Colorado Springs 1,609
41 Edgerock Wealth Management Denver 1,559
42 Nilsine Partners, LLC Greenwood Village 1,552
43 Focused Alpha, LLC Greenwood Village 1,514
44 Capital Investment Counsel, LLC Denver 1,408
45 Tandem Financial, LLC Greenwood Village 1,406
46 Lord and Richards Highlands Ranch 1,363
47 Gallacher Capital Management, LLC Lone Tree 1,340
48 Dodds Wealth, LLC Greenwood Village 1,338
49 M.Z. Kark & Associates, Inc Denver 1,308
50 Navigation Wealth Management Fort Collins 1,302
51 Senior Tax Advisory Group, Inc. Colorado Springs 1,286
52 Cherry Creek Family Offices Denver 1,284
53 G&S Capital LLC Denver 1,265
54 Callahan Capital Management Steamboat Springs 1,248
55 Mattern Capital Management, LLC Lakewood 1,244
56 Varra Financial Louisville 1,208
57 Forty North Wealth Glendale 1,187
58 Aspen Wealth Strategies, LLC Arvada 1,173
59 Petra Financial Advisors Inc Colorado Springs 1,171
60 Synergy Financial Partners, LLC Denver 1,152
61 Salus Financial Advisors Colorado Springs 1,143
62 Peak Asset Management, LLC Louisville 1,119
63 JPL Wealth Management, LLC Greenwood Village 1,081
64 Marshall Investment Management, LLC Greenwood Village 1,073
65 Elderado Financial, Inc Montrose 1,071
66 Sprinkle Financial Consultants LLC Littleton 1,068
67 Financial Action, Inc. Monument 1,047
68 Stordahl Capital Management, Inc. Greenwood Village 1,026
69 Keystone Financial Services Loveland 1,025
70 Colorado Capital Management Boulder 1,014
71 Gainline Financial Partners, LLC Louisville 1,001
72 Cosner Financial Group, LLC Windsor 991
73 Paragon Capital Management Denver 984
74 Rosel Wealth Management, LLC Highlands Ranch 971
75 Vital Investment Management LLC Loveland 964
76 Rigden Capital Strategies Englewood 951
77 Broadview Wealth Partners Boulder 949
78 Four Seasons Investment Advisors, Inc. Montrose 948
79 Apo Financial Services, LLC Westminster 929
80 Hinchley Advisory Group, LLC Centennial 917
81 Credentialed Wealth Advisors, LLC Johnstown 896
82 Planwiser Financial Colorado Springs 887
83 Higgins & Schmidt Wealth Strategies LLC Denver 861
84 Wealthbuilders Investments Greenwood Village 843
85 Bason Asset Management Lakewood 840
86 Bam Wealth Management LLC Lakewood 839
87 Destiny Capital Corporation Denver 825
88 Class VI Family Office, LLC Denver 824
89 Agemy Wealth Advisors, LLC Denver 817
90 Bonfire Financial, LLC Colorado Springs 815
91 Elk River Wealth Management LLC Denver 806
92 Noble Wealth Management P.B.C. Greenwood Village 804
93 Mathies Financial Partners Pueblo 803
94 Cherry Creek Investment Advisors Inc Englewood 799
95 PCM Encore, LLC Aspen 798
96 Prudent Man Investment Management Lousiville 762
97 Denver PWM, LLC Denver 759
98 Accelerated Wealth Advisors LLC Colorado Springs 758
99 Rosecap Investment Advisors, LLC Grand Junction 746
100 RPC Wealth, LLC Loveland 744

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

More rankings

Most accounts 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.