Overview Industry data States Rankings Reports Methodology Search
RIA directory Rankings Most clients Colorado
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 .