City
Independent RIAs in Denver, Colorado
As of October 2, 2026, 151 independent wealth management RIAs with their main office in Denver, Colorado reported $133.1 billion in regulatory assets under management; the largest by assets was Mercer Global Advisors Inc., with $84.4 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 151
- Regulatory assets under management
- $133.1 billion
- Average per firm
- $881.2 million
- SEC-registered, of those listed
- 64 of 100 (64.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Mercer Global Advisors Inc. | SEC | $84.4 billion | 116,310 |
| 2 | Elevation Point Wealth Partners, LLC | SEC | $8.3 billion | 19,386 |
| 3 | JFG Family Office | SEC | $4.5 billion | 1,745 |
| 4 | GHP Investment Advisors Inc | SEC | $3.1 billion | 4,560 |
| 5 | Cherry Creek Family Offices | SEC | $2.0 billion | 1,284 |
| 6 | Invictus Private Wealth, LLC | SEC | $1.7 billion | 1,754 |
| 7 | Buck Wealth Strategies, LLC | SEC | $1.6 billion | 5,193 |
| 8 | Class VI Family Office, LLC | SEC | $1.5 billion | 824 |
| 9 | The Institute | SEC | $1.4 billion | 1,684 |
| 10 | Capital Investment Counsel, LLC | SEC | $1.4 billion | 1,408 |
| 11 | Paragon Capital Management | SEC | $1.3 billion | 984 |
| 12 | Sachem Hill LLC | SEC | $1.2 billion | 505 |
| 13 | Crusonia Wealth Advisors LLC | SEC | $1.2 billion | 1,960 |
| 14 | Sharkey Howes & Javer Inc | SEC | $1.1 billion | 2,397 |
| 15 | Maia Wealth | SEC | $973.0 million | 5,265 |
| 16 | Elk River Wealth Management LLC | SEC | $971.3 million | 806 |
| 17 | Uniting Wealth Partners | SEC | $934.6 million | 2,337 |
| 18 | Tillman Hartley LLC | SEC | $746.3 million | 302 |
| 19 | Clear Creek Advisors | SEC | $722.5 million | 2,400 |
| 20 | Triumph Capital Management | SEC | $645.6 million | 3,653 |
| 21 | Keystone Global Partners LLC | SEC | $580.5 million | 222 |
| 22 | Edgerock Wealth Management | SEC | $578.9 million | 1,559 |
| 23 | Denver Wealth Management, Inc. | SEC | $529.8 million | 2,513 |
| 24 | Denver PWM, LLC | SEC | $524.4 million | 759 |
| 25 | G&S Capital LLC | SEC | $475.6 million | 1,265 |
| 26 | Global Wealth Strategies and Associates, LLC | SEC | $457.0 million | 2,946 |
| 27 | Shearwater Capital | SEC | $427.3 million | 731 |
| 28 | Destiny Capital Corporation | SEC | $382.2 million | 825 |
| 29 | Helm Investment Management, LLC | SEC | $370.8 million | 559 |
| 30 | M.Z. Kark & Associates, Inc | SEC | $369.6 million | 1,308 |
| 31 | Integrity Wealth Solutions LLC | SEC | $369.0 million | 730 |
| 32 | Tompkins & Co. | SEC | $355.0 million | 3 |
| 33 | Synergy Financial Partners, LLC | SEC | $308.7 million | 1,152 |
| 34 | Impactfolio LLC | SEC | $288.9 million | 574 |
| 35 | J.F. Williams Co., Inc. | SEC | $286.5 million | 499 |
| 36 | Lotusgroup Advisors | SEC | $286.0 million | 720 |
| 37 | Higgins & Schmidt Wealth Strategies LLC | SEC | $279.5 million | 861 |
| 38 | Peak Financial Advisors | SEC | $268.8 million | 409 |
| 39 | Bruce G. Allen Investments, LLC | SEC | $258.1 million | 492 |
| 40 | 7TWO | SEC | $230.4 million | 171 |
| 41 | Highpass Asset Management LLC | SEC | $218.2 million | 236 |
| 42 | Altius Financial, Inc. | SEC | $212.2 million | 557 |
| 43 | WMK Investment Partners | SEC | $211.0 million | 70 |
| 44 | Sanctuary Advisors | SEC | $191.5 million | 47 |
| 45 | Steele Street Private Wealth Management | SEC | $187.5 million | 335 |
| 46 | Hoffmann Hermanson | SEC | $183.0 million | 357 |
| 47 | West End Wealth Management, LLC | SEC | $170.4 million | 151 |
| 48 | TRG Investment Advisors, LLC | SEC | $167.1 million | 413 |
| 49 | Collier Financial, Inc | SEC | $160.5 million | 432 |
| 50 | Ventana Private Wealth LLC | SEC | $158.6 million | 205 |
| 51 | Quantitative Financial Strategies | SEC | $156.2 million | 114 |
| 52 | Infinium Investment Advisors, LLC | SEC | $155.3 million | 401 |
| 53 | Butler Financial Services | SEC | $154.7 million | 309 |
| 54 | Protocol Wealth, LLC | SEC | $153.0 million | 44 |
| 55 | Horizon Wealth | SEC | $147.2 million | 485 |
| 56 | Dorato Capital Management | SEC | $138.7 million | 235 |
| 57 | Agemy Wealth Advisors, LLC | SEC | $130.5 million | 817 |
| 58 | Peterson Financial Services LLC | SEC | $124.0 million | 162 |
| 59 | Noble Wealth Partners | SEC | $118.5 million | 423 |
| 60 | Wealth Engineers, LLC | SEC | $117.6 million | 208 |
| 61 | Columbia Benefits, LLC | SEC | $116.2 million | 130 |
| 62 | Alpine Wealth Advisors, LLC | SEC | $115.7 million | 240 |
| 63 | Altitude Wealth Management, LLC | State | $112.7 million | 505 |
| 64 | Denewiler Capital Management Inc | State | $102.0 million | 316 |
| 65 | David B. Patston, CPA, CFA | State | $96.3 million | 118 |
| 66 | Idg Advisors, LLC | State | $92.0 million | 95 |
| 67 | Integrity Prosperity Security (Ips) Strategic Capital | SEC | $90.9 million | 194 |
| 68 | Treger & Associates | State | $89.5 million | 214 |
| 69 | Louis Henry Wealth Management LLC | State | $84.5 million | 123 |
| 70 | World Capital Advisors, LLC | SEC | $72.0 million | 65 |
| 71 | Park Hill Financial Planning & Investment Management, LLC | State | $69.3 million | 105 |
| 72 | Castle Pines Investment Management LLC | State | $68.5 million | 66 |
| 73 | Margin | State | $66.8 million | 128 |
| 74 | Presidio Advisors, LLC | State | $66.3 million | 281 |
| 75 | Infinity Wealth Management, Inc. | State | $62.5 million | 698 |
| 76 | 46 North Financial | State | $60.4 million | 244 |
| 77 | Martino Capital, LLC | State | $57.1 million | 196 |
| 78 | Sugden Wealth Management, LLC | State | $54.0 million | 98 |
| 79 | Star Financial Services | State | $53.0 million | 74 |
| 80 | Sonoran Capital Management, LLC | State | $51.7 million | 12 |
| 81 | Summit Wealth Strategies | State | $51.2 million | 348 |
| 82 | Iwr Advisors | State | $50.4 million | 39 |
| 83 | Private Client Wealth Advisors, LLC | State | $42.4 million | 98 |
| 84 | Curated Wealth Solutions, LLC | State | $42.1 million | 63 |
| 85 | Ember Wealth Concepts & Financial Planning | State | $41.0 million | 323 |
| 86 | Lariat Wealth Management | State | $37.7 million | 60 |
| 87 | 5280 Capital | State | $34.0 million | 125 |
| 88 | David W. McKinlay, CHFC | State | $32.6 million | 95 |
| 89 | Third Day Capital Management, LLC | State | $30.1 million | 58 |
| 90 | Mountainaire Financial Strategies | State | $29.6 million | 240 |
| 91 | The Horst Group, LLC | State | $28.9 million | 86 |
| 92 | RCH Fields Family Wealth Management LLC | State | $27.1 million | 22 |
| 93 | Haykin Wealth Management, Corp | State | $26.3 million | 141 |
| 94 | Granderson Wealth Management Group Inc | State | $25.6 million | 245 |
| 95 | Nequit Wealth & Investment Management, LLC | State | $25.0 million | 46 |
| 96 | Stableford Capital Partners | State | $22.8 million | 23 |
| 97 | Zestiny Wealth | State | $21.1 million | 75 |
| 98 | CM20 Wealth Management | State | $19.7 million | 24 |
| 99 | Stronghaven Capital LLC | State | $19.0 million | 1 |
| 100 | Krivacs Capital Management, LLC | State | $18.5 million | 24 |
Showing the 100 largest of 151 firms. Search by name to find another.
Independent RIAs in Colorado, including every city.
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.