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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.