City
Wealth management firms in Highlands Ranch, Colorado
As of October 2, 2026, 24 wealth management firms, including broker-dealer firms, with their main office in Highlands Ranch, Colorado reported $3.3 billion in regulatory assets under management; the largest by assets was Semper Augustus Investments Group LLC, with $982.2 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 24
- Regulatory assets under management
- $3.3 billion
- Average per firm
- $135.8 million
- SEC-registered, of those listed
- 6 of 24 (25.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Semper Augustus Investments Group LLC | SEC | $982.2 million | 529 |
| 2 | Kozak & Tripp Private Asset Management, Inc. | SEC | $813.4 million | 2,390 |
| 3 | Rosel Wealth Management, LLC | SEC | $630.2 million | 971 |
| 4 | Cedarwood Wealth | SEC | $213.4 million | 378 |
| 5 | Lord and Richards | SEC | $128.8 million | 1,363 |
| 6 | Staib Financial Planning, LLC | SEC | $118.0 million | 275 |
| 7 | Prima Wealth | State | $93.9 million | 223 |
| 8 | Resolute Retirement Consulting | State | $81.2 million | 136 |
| 9 | Asset Strategies Group, LLC | State | $61.3 million | 284 |
| 10 | Hoku Partners LLC | State | $30.7 million | 21 |
| 11 | Dendrite Capital, LLC | State | $27.4 million | 49 |
| 12 | Riede, Tiffany | State | $21.5 million | 1 |
| 13 | Roots First Wealth Management | State | $16.6 million | 100 |
| 14 | Evergreen Investment Management, LLC | State | $13.0 million | 35 |
| 15 | Robbins Wealth Management, LLC | State | $6.2 million | 23 |
| 16 | Yeti Wealth Management Group, LLC | State | $5.2 million | 28 |
| 17 | Dvorchak & Associates | State | $4.6 million | 29 |
| 18 | Highlands Asset Management, Inc. | State | $4.2 million | 11 |
| 19 | Resnn Investments, LLC | State | $3.7 million | 4 |
| 20 | Disciplined Wealth Management, LLC | State | $1.8 million | 30 |
| 21 | Tree Line Strategy Group LLC | State | $1.2 million | 6 |
| 22 | Pivot Planning, LLC | State | $0 | 0 |
| 23 | Profiscal Wealth LLC | State | $0 | 0 |
| 24 | Reflective Financial | State | $0 | 0 |
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.