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Ranking, Colorado

Independent RIAs with the most clients 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 clients, with 297,098.

Include wirehouses and broker-dealer firms

Firms ranked by number of clients: the clients counted by type in Form ADV Item 5.D(a) to (n) plus clients for whom the firm has no RAUM (Item 5.C(1)), as reported in the latest filing in the data of October 2, 2026. Counts are approximate as firms report them; a client type marked "fewer than 5 clients" without a number adds nothing. 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 clients in Colorado
Rank Firm City Most clients
1 Empower Advisory Group, LLC Greenwood Village 297,098
2 Mercer Global Advisors Inc. Denver 36,259
3 Western Wealth Management LLC Golden 11,292
4 Elevation Point Wealth Partners, LLC Denver 4,936
5 Wealth Watch Advisors, Inc Englewood 3,587
6 Summit Wealth Group Colorado Springs 3,117
7 Tucker Asset Management LLC Littleton 2,960
8 Buck Wealth Strategies, LLC Denver 2,948
9 First Affirmative Financial Network LLC Colorado Springs 2,335
10 Triumph Capital Management Denver 2,239
11 Maia Wealth Denver 2,148
12 Envoy Advisory Inc. Colorado Springs 1,999
13 Townsend Westminster 1,699
14 GHP Investment Advisors Inc Denver 1,234
15 Lord and Richards Highlands Ranch 1,228
16 Mountain Capital Investment Advisors Inc Westminster 1,191
17 Obermeyer Wealth Partners Aspen 1,157
18 Financial Security Management, Inc Lakewood 1,103
19 Legacy Wealth Partners, LLC Lakewood 1,094
20 Altitude Wealth Management, LLC Denver 1,010
21 Gainline Financial Partners, LLC Louisville 998
22 Denver Wealth Management, Inc. Denver 986
23 Navigation Wealth Management Fort Collins 962
24 Global Wealth Strategies and Associates, LLC Denver 925
25 Sharkey Howes & Javer Inc Denver 886
26 Ask Dolly Denver 877
27 Uniting Wealth Partners Denver 854
28 Heirloom Wealth Management LLC Greenwood Village 853
29 Hart Financial, LLC Akron 846
30 Peak Planning Group, LLC Centennial 842
31 The Institute Denver 817
32 Senior Tax Advisory Group, Inc. Colorado Springs 802
33 Altus Wealth Group, LLC Colorado Springs 791
33 Kozak & Tripp Private Asset Management, Inc. Highlands Ranch 791
35 Rosecap Investment Advisors, LLC Grand Junction 747
36 Infinity Wealth Management, Inc. Denver 698
37 Four Seasons Investment Advisors, Inc. Montrose 666
38 McAlvany Wealth Management, LLC Durango 664
39 The Millstone Evans Group, LLC Boulder 654
40 Cosner Financial Group, LLC Windsor 635
41 Intergy Private Wealth, LLC Colorado Springs 608
42 Curated Wealth Solutions, LLC Denver 603
43 Marshall Investment Management, LLC Greenwood Village 594
44 Edgerock Wealth Management Denver 575
45 Advisers Investment Management, Inc. Colorado Springs 573
46 Cimarron Wealth Management, Inc. Montrose 572
47 Accelerated Wealth Advisors LLC Colorado Springs 571
48 Nilsine Partners, LLC Greenwood Village 559
49 Crusonia Wealth Advisors LLC Denver 558
50 Focused Alpha, LLC Greenwood Village 554
51 Varra Financial Louisville 544
52 Apo Financial Services, LLC Westminster 542
53 Forty North Wealth Glendale 534
54 Full Financial Inc. Golden 529
55 Synergy Financial Partners, LLC Denver 526
56 A & I Wealth Management Lone Tree 520
57 Gallacher Capital Management, LLC Lone Tree 516
58 Seamount Financial Group Inc Colorado Springs 504
59 BSW Wealth Partners Boulder 501
60 Financial Action, Inc. Monument 493
61 Invictus Private Wealth, LLC Denver 485
62 Clear Creek Advisors Denver 483
63 Capital Investment Counsel, LLC Denver 469
64 Tandem Financial, LLC Greenwood Village 457
65 Schaefer Financial Management, Inc. Centennial 446
66 Mattern Capital Management, LLC Lakewood 436
67 Fba Wealth Management, LLC Not reported 426
68 Agemy Wealth Advisors, LLC Denver 422
69 G&S Capital LLC Denver 421
69 Dodds Wealth, LLC Greenwood Village 421
71 Elderado Financial, Inc Montrose 413
71 Keystone Financial Services Loveland 413
73 Black Swift Group, LLC Boulder 406
74 Ramsay Stattman Vela & Price Inc Colorado Springs 404
75 Vital Investment Management LLC Loveland 399
76 Hoffmann Hermanson Denver 398
77 Cohesion Wealth Management, LLC Broomfield 395
78 Cambridge Financial Advisors, LLC Salida 394
79 Callahan Capital Management Steamboat Springs 389
80 Bruni J V & Co Colorado Springs 386
81 Investment Management Associates Greenwood Village 385
82 Cherry Creek Investment Advisors Inc Englewood 382
83 Petra Financial Advisors Inc Colorado Springs 378
84 Whipplewood Advisors, LLC Littleton 377
85 Rigden Capital Strategies Englewood 376
86 Salus Financial Advisors Colorado Springs 365
87 Aspen Wealth Strategies, LLC Arvada 363
88 Future Capital Management Inc. Castle Rock 356
89 TRG Investment Advisors, LLC Denver 355
90 Peak Asset Management, LLC Louisville 343
91 RPC Wealth, LLC Loveland 342
92 R. Kent Harris and Associates, Ltd. Greenwood Village 338
93 Stordahl Capital Management, Inc. Greenwood Village 332
94 Peterson Financial Services LLC Denver 324
94 Mathies Financial Partners Pueblo 324
96 Asset Solutions, Inc. Littleton 322
96 Acorn Creek Capital LLC Fort Collins 322
98 Paller Financial Services, Inc. Centennial 320
99 Rosel Wealth Management, LLC Highlands Ranch 317
100 Red Mountain Financial Partners Durango 314

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

More rankings

Most clients 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.