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RIA directory Rankings Most high net worth clients Colorado
Ranking, Colorado
Independent RIAs with the most high net worth 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 high net worth clients, with 20,524.
Include wirehouses and broker-dealer firms
Firms ranked by number of high net worth individual clients (Form ADV Item 5.D(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 high net worth clients in Colorado
Rank
Firm
City
Most high net worth clients
1
Empower Advisory Group, LLC
Greenwood Village
20,524
2
Mercer Global Advisors Inc.
Denver
18,398
3
Western Wealth Management LLC
Golden
3,272
4
Elevation Point Wealth Partners, LLC
Denver
1,599
5
First Affirmative Financial Network LLC
Colorado Springs
1,280
6
Uniting Wealth Partners
Denver
651
7
GHP Investment Advisors Inc
Denver
605
8
Summit Wealth Group
Colorado Springs
584
9
Gainline Financial Partners, LLC
Louisville
581
10
Obermeyer Wealth Partners
Aspen
570
11
Townsend
Westminster
511
12
Triumph Capital Management
Denver
378
13
BSW Wealth Partners
Boulder
330
14
Crusonia Wealth Advisors LLC
Denver
325
15
Capital Investment Counsel, LLC
Denver
317
16
Mountain Capital Investment Advisors Inc
Westminster
308
17
Rosecap Investment Advisors, LLC
Grand Junction
288
18
Nilsine Partners, LLC
Greenwood Village
277
19
Invictus Private Wealth, LLC
Denver
271
20
Sharkey Howes & Javer Inc
Denver
264
21
Bruni J V & Co
Colorado Springs
263
22
Investment Management Associates
Greenwood Village
260
23
Marshall Investment Management, LLC
Greenwood Village
257
24
Heirloom Wealth Management LLC
Greenwood Village
254
25
Ramsay Stattman Vela & Price Inc
Colorado Springs
237
26
Mattern Capital Management, LLC
Lakewood
235
27
Schaefer Financial Management, Inc.
Centennial
233
27
Intergy Private Wealth, LLC
Colorado Springs
233
29
Maia Wealth
Denver
226
30
Peak Asset Management, LLC
Louisville
215
31
Denver Wealth Management, Inc.
Denver
211
31
Cohesion Wealth Management, LLC
Broomfield
211
33
The Millstone Evans Group, LLC
Boulder
210
34
Semper Augustus Investments Group LLC
Highlands Ranch
201
35
Whipplewood Advisors, LLC
Littleton
197
36
The Institute
Denver
191
37
Legacy Wealth Partners, LLC
Lakewood
185
38
Seamount Financial Group Inc
Colorado Springs
181
38
Altus Wealth Group, LLC
Colorado Springs
181
40
Dodds Wealth, LLC
Greenwood Village
179
41
Rosel Wealth Management, LLC
Highlands Ranch
178
42
Impact Capital Partners LLC
Greenwood Village
177
43
Peak Planning Group, LLC
Centennial
174
44
Stordahl Capital Management, Inc.
Greenwood Village
173
45
JPL Wealth Management, LLC
Greenwood Village
169
46
A & I Wealth Management
Lone Tree
165
47
Sprinkle Financial Consultants LLC
Littleton
161
48
Colorado Capital Management
Boulder
157
48
G&S Capital LLC
Denver
157
50
Edgerock Wealth Management
Denver
156
50
Buck Wealth Strategies, LLC
Denver
156
52
JFG Family Office
Denver
154
53
Kozak & Tripp Private Asset Management, Inc.
Highlands Ranch
153
54
Black Swift Group, LLC
Boulder
150
55
Class VI Family Office, LLC
Denver
148
56
Paragon Capital Management
Denver
140
56
Elk River Wealth Management LLC
Denver
140
58
Hinds Financial Group Inc
Lakewood
136
58
Keystone Financial Services
Loveland
136
60
Tandem Financial, LLC
Greenwood Village
135
61
Cosner Financial Group, LLC
Windsor
130
62
Financial Security Management, Inc
Lakewood
129
63
Focused Alpha, LLC
Greenwood Village
128
64
Acorn Creek Capital LLC
Fort Collins
125
65
Petra Financial Advisors Inc
Colorado Springs
123
66
Shearwater Capital
Denver
120
66
Bason Asset Management
Lakewood
120
68
Gallacher Capital Management, LLC
Lone Tree
119
69
Global Wealth Strategies and Associates, LLC
Denver
116
70
Aspen Wealth Strategies, LLC
Arvada
115
71
Agemy Wealth Advisors, LLC
Denver
111
72
Prudent Man Investment Management
Lousiville
106
72
Theory Financial
Fort Collins
106
74
PCM Encore, LLC
Aspen
104
75
Higgins & Schmidt Wealth Strategies LLC
Denver
102
76
Ryan Investments
Basalt
101
77
Boulder Wealth Advisors, LLC
Boulder
99
77
Sachem Hill LLC
Denver
99
77
Clear Creek Advisors
Denver
99
77
Impactfolio LLC
Denver
99
77
Vital Investment Management LLC
Loveland
99
82
M.Z. Kark & Associates, Inc
Denver
94
82
Broadview Wealth Partners
Boulder
94
84
Cherry Creek Investment Advisors Inc
Englewood
93
85
Destiny Capital Corporation
Denver
92
85
Varra Financial
Louisville
92
87
Kilterhowling LLC
Boulder
91
87
Noble Wealth Management P.B.C.
Greenwood Village
91
87
Salus Financial Advisors
Colorado Springs
91
90
Outbound Financial
Boulder
90
91
Gold Medal Waters, Inc.
Boulder
89
91
Red Lady Capital Management, LLC
Crested Butte
89
91
Denver PWM, LLC
Denver
89
91
Causey Wealth LLC
Greenwood Village
89
91
Owl Creek Wealth Partners
Greenwood Village
89
96
Evergreen Private Wealth
Greenwood Village
87
96
Lord and Richards
Highlands Ranch
87
98
Bauer Wealth Management Inc.
Colorado Springs
86
98
Jim Saulnier & Associates, LLC
Fort Collins
86
100
Berman, Gil
Boulder
85
100
Helm Investment Management, LLC
Denver
85
100
Fidelis Wealth Advisors
Castle Rock
85
Showing the top 100. Figures are as firms reported them on Form ADV.
More rankings
Most high net worth 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 .