City
Wealth management firms in Denver, Colorado
As of October 2, 2026, 157 wealth management firms, including broker-dealer firms, with their main office in Denver, Colorado reported $138.1 billion in regulatory assets under management; the largest by assets was Mercer Global Advisors Inc., with $84.4 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 157
- Regulatory assets under management
- $138.1 billion
- Average per firm
- $879.6 million
- SEC-registered, of those listed
- 69 of 100 (69.0%)
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 | Bok Financial Private Wealth, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $3.7 billion | 2,402 |
| 5 | GHP Investment Advisors Inc | SEC | $3.1 billion | 4,560 |
| 6 | Cherry Creek Family Offices | SEC | $2.0 billion | 1,284 |
| 7 | Invictus Private Wealth, LLC | SEC | $1.7 billion | 1,754 |
| 8 | Buck Wealth Strategies, LLC | SEC | $1.6 billion | 5,193 |
| 9 | Class VI Family Office, LLC | SEC | $1.5 billion | 824 |
| 10 | The Institute | SEC | $1.4 billion | 1,684 |
| 11 | Capital Investment Counsel, LLC | SEC | $1.4 billion | 1,408 |
| 12 | Paragon Capital Management | SEC | $1.3 billion | 984 |
| 13 | Sachem Hill LLC | SEC | $1.2 billion | 505 |
| 14 | Crusonia Wealth Advisors LLC | SEC | $1.2 billion | 1,960 |
| 15 | Sharkey Howes & Javer Inc | SEC | $1.1 billion | 2,397 |
| 16 | Maia Wealth | SEC | $973.0 million | 5,265 |
| 17 | Elk River Wealth Management LLC | SEC | $971.3 million | 806 |
| 18 | Uniting Wealth Partners | SEC | $934.6 million | 2,337 |
| 19 | Gill Capital Partners Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $862.4 million | 1,548 |
| 20 | Tillman Hartley LLC | SEC | $746.3 million | 302 |
| 21 | Clear Creek Advisors | SEC | $722.5 million | 2,400 |
| 22 | Triumph Capital Management | SEC | $645.6 million | 3,653 |
| 23 | Keystone Global Partners LLC | SEC | $580.5 million | 222 |
| 24 | Edgerock Wealth Management | SEC | $578.9 million | 1,559 |
| 25 | Denver Wealth Management, Inc. | SEC | $529.8 million | 2,513 |
| 26 | Denver PWM, LLC | SEC | $524.4 million | 759 |
| 27 | G&S Capital LLC | SEC | $475.6 million | 1,265 |
| 28 | Global Wealth Strategies and Associates, LLC | SEC | $457.0 million | 2,946 |
| 29 | Shearwater Capital | SEC | $427.3 million | 731 |
| 30 | Destiny Capital Corporation | SEC | $382.2 million | 825 |
| 31 | Helm Investment Management, LLC | SEC | $370.8 million | 559 |
| 32 | M.Z. Kark & Associates, Inc | SEC | $369.6 million | 1,308 |
| 33 | Integrity Wealth Solutions LLC | SEC | $369.0 million | 730 |
| 34 | Tompkins & Co. | SEC | $355.0 million | 3 |
| 35 | Synergy Financial Partners, LLC | SEC | $308.7 million | 1,152 |
| 36 | Impactfolio LLC | SEC | $288.9 million | 574 |
| 37 | J.F. Williams Co., Inc. | SEC | $286.5 million | 499 |
| 38 | Lotusgroup Advisors | SEC | $286.0 million | 720 |
| 39 | Higgins & Schmidt Wealth Strategies LLC | SEC | $279.5 million | 861 |
| 40 | Peak Financial Advisors | SEC | $268.8 million | 409 |
| 41 | Bruce G. Allen Investments, LLC | SEC | $258.1 million | 492 |
| 42 | 7TWO | SEC | $230.4 million | 171 |
| 43 | Highpass Asset Management LLC | SEC | $218.2 million | 236 |
| 44 | Altius Financial, Inc. | SEC | $212.2 million | 557 |
| 45 | WMK Investment Partners | SEC | $211.0 million | 70 |
| 46 | Capital Asset Management, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $208.8 million | 340 |
| 47 | Sanctuary Advisors | SEC | $191.5 million | 47 |
| 48 | Steele Street Private Wealth Management | SEC | $187.5 million | 335 |
| 49 | Hoffmann Hermanson | SEC | $183.0 million | 357 |
| 50 | West End Wealth Management, LLC | SEC | $170.4 million | 151 |
| 51 | Larimer Capital Corporation Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $169.9 million | 330 |
| 52 | TRG Investment Advisors, LLC | SEC | $167.1 million | 413 |
| 53 | Collier Financial, Inc | SEC | $160.5 million | 432 |
| 54 | Ventana Private Wealth LLC | SEC | $158.6 million | 205 |
| 55 | Quantitative Financial Strategies | SEC | $156.2 million | 114 |
| 56 | Infinium Investment Advisors, LLC | SEC | $155.3 million | 401 |
| 57 | Butler Financial Services | SEC | $154.7 million | 309 |
| 58 | Protocol Wealth, LLC | SEC | $153.0 million | 44 |
| 59 | Horizon Wealth | SEC | $147.2 million | 485 |
| 60 | Dorato Capital Management | SEC | $138.7 million | 235 |
| 61 | Agemy Wealth Advisors, LLC | SEC | $130.5 million | 817 |
| 62 | Peterson Financial Services LLC | SEC | $124.0 million | 162 |
| 63 | Noble Wealth Partners | SEC | $118.5 million | 423 |
| 64 | Wealth Engineers, LLC | SEC | $117.6 million | 208 |
| 65 | Columbia Benefits, LLC | SEC | $116.2 million | 130 |
| 66 | Alpine Wealth Advisors, LLC | SEC | $115.7 million | 240 |
| 67 | Altitude Wealth Management, LLC | State | $112.7 million | 505 |
| 68 | Denewiler Capital Management Inc | State | $102.0 million | 316 |
| 69 | David B. Patston, CPA, CFA | State | $96.3 million | 118 |
| 70 | Idg Advisors, LLC | State | $92.0 million | 95 |
| 71 | Integrity Prosperity Security (Ips) Strategic Capital | SEC | $90.9 million | 194 |
| 72 | Treger & Associates | State | $89.5 million | 214 |
| 73 | Louis Henry Wealth Management LLC | State | $84.5 million | 123 |
| 74 | Investment Research Corp Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $76.3 million | 166 |
| 75 | World Capital Advisors, LLC | SEC | $72.0 million | 65 |
| 76 | Park Hill Financial Planning & Investment Management, LLC | State | $69.3 million | 105 |
| 77 | Castle Pines Investment Management LLC | State | $68.5 million | 66 |
| 78 | Margin | State | $66.8 million | 128 |
| 79 | Presidio Advisors, LLC | State | $66.3 million | 281 |
| 80 | Infinity Wealth Management, Inc. | State | $62.5 million | 698 |
| 81 | 46 North Financial | State | $60.4 million | 244 |
| 82 | Martino Capital, LLC | State | $57.1 million | 196 |
| 83 | Sugden Wealth Management, LLC | State | $54.0 million | 98 |
| 84 | Star Financial Services | State | $53.0 million | 74 |
| 85 | Sonoran Capital Management, LLC | State | $51.7 million | 12 |
| 86 | Summit Wealth Strategies | State | $51.2 million | 348 |
| 87 | Iwr Advisors | State | $50.4 million | 39 |
| 88 | Private Client Wealth Advisors, LLC | State | $42.4 million | 98 |
| 89 | Curated Wealth Solutions, LLC | State | $42.1 million | 63 |
| 90 | Ember Wealth Concepts & Financial Planning | State | $41.0 million | 323 |
| 91 | Lariat Wealth Management | State | $37.7 million | 60 |
| 92 | 5280 Capital | State | $34.0 million | 125 |
| 93 | David W. McKinlay, CHFC | State | $32.6 million | 95 |
| 94 | Third Day Capital Management, LLC | State | $30.1 million | 58 |
| 95 | Mountainaire Financial Strategies | State | $29.6 million | 240 |
| 96 | The Horst Group, LLC | State | $28.9 million | 86 |
| 97 | RCH Fields Family Wealth Management LLC | State | $27.1 million | 22 |
| 98 | Haykin Wealth Management, Corp | State | $26.3 million | 141 |
| 99 | Granderson Wealth Management Group Inc | State | $25.6 million | 245 |
| 100 | Nequit Wealth & Investment Management, LLC | State | $25.0 million | 46 |
Showing the 100 largest of 157 firms. Search by name to find another.
Wealth management firms 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.