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RIA directory Rankings Most accounts Colorado
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 .