IAR CE deadline: December 31. 84 days left in adopting states. Check what you owe

For asset managers

Ranking, Colorado

Independent RIAs with the most advisory staff 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 advisory staff, with 6,138.

Include wirehouses and broker-dealer firms

Firms ranked by employees who perform investment advisory functions, including research (Form ADV Item 5.B(1)), 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 advisory staff in Colorado
Rank Firm City Most advisory staff
1 Empower Advisory Group, LLC Greenwood Village 6,138
2 Mercer Global Advisors Inc. Denver 632
3 Western Wealth Management LLC Golden 95
4 Tucker Asset Management LLC Littleton 69
5 Elevation Point Wealth Partners, LLC Denver 54
6 Wealth Watch Advisors, Inc Englewood 52
7 Buck Wealth Strategies, LLC Denver 39
8 Maia Wealth Denver 36
9 JFG Family Office Denver 35
10 Summit Wealth Group Colorado Springs 29
11 GHP Investment Advisors Inc Denver 22
12 BSW Wealth Partners Boulder 20
13 The Institute Denver 17
13 Triumph Capital Management Denver 17
13 Heirloom Wealth Management LLC Greenwood Village 17
16 Obermeyer Wealth Partners Aspen 15
16 Mountain Capital Investment Advisors Inc Westminster 15
18 Peak Asset Management, LLC Louisville 14
18 Crusonia Wealth Advisors LLC Denver 14
20 Edgerock Wealth Management Denver 13
21 First Affirmative Financial Network LLC Colorado Springs 12
21 Aspen Grove Capital, LLC Avon 12
21 Q3 Advisors, LLC Arvada 12
21 Envoy Advisory Inc. Colorado Springs 12
21 Nilsine Partners, LLC Greenwood Village 12
26 Townsend Westminster 11
26 Uniting Wealth Partners Denver 11
28 Gallacher Capital Management, LLC Lone Tree 10
28 Colorado Capital Management Boulder 10
30 Sharkey Howes & Javer Inc Denver 9
30 Destiny Capital Corporation Denver 9
30 A & I Wealth Management Lone Tree 9
30 Denver Wealth Management, Inc. Denver 9
30 Clear Creek Advisors Denver 9
30 Global Wealth Strategies and Associates, LLC Denver 9
30 PCM Encore, LLC Aspen 9
30 Everoak Wealth Co Colorado Springs 9
38 Marshall Investment Management, LLC Greenwood Village 8
38 Navigation Wealth Management Fort Collins 8
38 Trail Ridge Investment Advisors, LLC Fort Collins 8
38 Class VI Family Office, LLC Denver 8
38 Forty North Wealth Glendale 8
38 Elk River Wealth Management LLC Denver 8
38 The Millstone Evans Group, LLC Boulder 8
38 Lord and Richards Highlands Ranch 8
38 Bam Wealth Management LLC Lakewood 8
38 Legacy Wealth Partners, LLC Lakewood 8
38 Forward Wealth Lone Tree 8
49 Petra Financial Advisors Inc Colorado Springs 7
49 Schaefer Financial Management, Inc. Centennial 7
49 Financial Security Management, Inc Lakewood 7
49 Lotusgroup Advisors Denver 7
49 RPC Wealth, LLC Loveland 7
49 Altus Wealth Group, LLC Colorado Springs 7
49 Peak Planning Group, LLC Centennial 7
49 Apo Financial Services, LLC Westminster 7
49 Mattern Capital Management, LLC Lakewood 7
49 Cimarron Wealth Management, Inc. Montrose 7
49 Alpha Capital Family Office, LLC Greenwood Village 7
49 Dodds Wealth, LLC Greenwood Village 7
49 Varra Financial Louisville 7
49 Future Capital Management Inc. Castle Rock 7
49 Causey Wealth LLC Greenwood Village 7
49 Ridgegate Advisors, LLC Englewood 7
49 Broadview Wealth Partners Boulder 7
49 5280 Associates Denver 7
67 Seamount Financial Group Inc Colorado Springs 6
67 Rosecap Investment Advisors, LLC Grand Junction 6
67 Cherry Creek Family Offices Denver 6
67 Wealthbuilders Investments Greenwood Village 6
67 Whipplewood Advisors, LLC Littleton 6
67 Stordahl Capital Management, Inc. Greenwood Village 6
67 Tandem Financial, LLC Greenwood Village 6
67 Aspen Wealth Strategies, LLC Arvada 6
67 TRG Investment Advisors, LLC Denver 6
67 Best Life Infinity, LLC Colorado Springs 6
67 Rigden Capital Strategies Englewood 6
67 BZ Wealth Advisors, LLC Littleton 6
79 Paragon Capital Management Denver 5
79 Ramsay Stattman Vela & Price Inc Colorado Springs 5
79 Hebert Advisory Services Inc Littleton 5
79 Advisers Investment Management, Inc. Colorado Springs 5
79 Elderado Financial, Inc Montrose 5
79 Hinds Financial Group Inc Lakewood 5
79 Normandy Capital Management, LLC Lakewood 5
79 McAlvany Wealth Management, LLC Durango 5
79 Cosner Financial Group, LLC Windsor 5
79 Indelible Wealth Group Berthoud 5
79 G&S Capital LLC Denver 5
79 Sachem Hill LLC Denver 5
79 Targeted Wealth Solutions Colorado Springs 5
79 Elevate Capital Advisors Eagle 5
79 Fidelis Wealth Advisors Castle Rock 5
79 Vital Investment Management LLC Loveland 5
79 Synergy Financial Partners, LLC Denver 5
79 Focused Alpha, LLC Greenwood Village 5
79 Better Pockets Financial Fort Collins 5
79 Capital Investment Counsel, LLC Denver 5
79 7TWO Denver 5
79 Impact Capital Partners LLC Greenwood Village 5
79 Salus Financial Advisors Colorado Springs 5
79 BXM Wealth LLC Englewood 5
79 Exceptional Wealth & Family Office Colorado Springs 5

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

More rankings

Most advisory staff 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.