Registered investment advisers in Colorado

AUM: $380.4B
Per adviser: $2.5B
Advisers: 152

Empower Advisory Group, LLC

Greenwood Village, CO · Est. 2000

AUM: $195.4B
Per adviser: $32M
Advisers: 6,138

No reported disclosures

Ptma Investment Advisors

Denver, CO · Est. 2011

AUM: $104.2B
Per adviser: $1.3B
Advisers: 81

No reported disclosures

Mercer Global Advisors INC.

Denver, CO · Est. 2008

AUM: $84.4B
Per adviser: $134M
Advisers: 632

No reported disclosures

Empower Capital Management, LLC

Greenwood Village, CO · Est. 1996

AUM: $78.0B
Per adviser: $928M
Advisers: 84

No reported disclosures

Transamerica Asset Management, INC.

Denver, CO · Est. 1996

AUM: $65.9B
Per adviser: $8.2B
Advisers: 8

Alps Advisors, INC.

Denver, CO · Est. 2006

AUM: $38.8B
Per adviser: $1.4B
Advisers: 28

No reported disclosures

Ksl Capital Partners

Denver, CO · Est. 2012

AUM: $25.6B
Per adviser: $361M
Advisers: 71

No reported disclosures

Arrowmark Colorado Holdings, LLC

Denver, CO · Est. 2009

AUM: $21.0B
Per adviser: $513M
Advisers: 41

No reported disclosures

Fiduciary Consulting Group

Greenwood Village, CO · Est. 2009

AUM: $14.7B
Per adviser: $446M
Advisers: 33

No reported disclosures

Smith Capital Investors, LLC

Denver, CO · Est. 2018

AUM: $13.1B
Per adviser: $771M
Advisers: 17

No reported disclosures

Geneos Wealth Management, INC.

Englewood, CO · Est. 2003

AUM: $9.2B
Per adviser: $46M
Advisers: 200

Northwood Investors LLC

Denver, CO · Est. 2012

AUM: $9.0B
Per adviser: $332M
Advisers: 27

No reported disclosures

Elevation Point Wealth Partners, LLC

Denver, CO · Est. 2006

AUM: $8.3B
Per adviser: $154M
Advisers: 54

No reported disclosures

Revelstoke Capital Partners

Denver, CO · Est. 2015

AUM: $6.7B
Per adviser: $143M
Advisers: 47

No reported disclosures

Aspen Grove Capital, LLC

Avon, CO · Est. 2013

AUM: $6.7B
Per adviser: $556M
Advisers: 12

No reported disclosures

Shelton Capital Management

Denver, CO · Est. 1985

AUM: $6.5B
Per adviser: $284M
Advisers: 23

No reported disclosures

Vision Ridge Partners, LLC

Boulder, CO · Est. 2017

AUM: $6.1B
Per adviser: $175M
Advisers: 35

No reported disclosures

1888 Investments, LLC

Denver, CO · Est. 2021

AUM: $5.9B
Per adviser: $845M
Advisers: 7

No reported disclosures

Western Wealth Management LLC

Golden, CO · Est. 2016

AUM: $5.4B
Per adviser: $56M
Advisers: 95

No reported disclosures

Bear Creek Asset Management, LLC

Denver, CO · Est. 2005

AUM: $5.2B
Per adviser: $649M
Advisers: 8

No reported disclosures

Rubicon Technology Management L.L.C.

Boulder, CO · Est. 2015

AUM: $4.8B
Per adviser: $167M
Advisers: 29

No reported disclosures

Jfg Family Office

Denver, CO · Est. 2014

AUM: $4.5B
Per adviser: $129M
Advisers: 35

No reported disclosures

Iwp Wealth Management LLC

Denver, CO · Est. 2005

AUM: $4.3B
Per adviser: $308M
Advisers: 14

No reported disclosures

Marsico Capital Management, LLC

Denver, CO · Est. 1997

AUM: $4.3B
Per adviser: $609M
Advisers: 7

No reported disclosures

Bow River Capital

Denver, CO · Est. 2011

AUM: $4.2B
Per adviser: $117M
Advisers: 36

No reported disclosures

Harrison Street Private Wealth LLC

Denver, CO · Est. 2011

AUM: $4.1B
Per adviser: $376M
Advisers: 11

No reported disclosures

Nzs Capital LLC

Denver, CO · Est. 2020

AUM: $4.1B
Per adviser: $812M
Advisers: 5

No reported disclosures

Ima Advisory Services, INC.

Denver, CO · Est. 2014

AUM: $3.9B
Per adviser: $98M
Advisers: 40

No reported disclosures

Bok Financial Private Wealth, INC.

Denver, CO · Est. 1996

AUM: $3.7B
Per adviser: $162M
Advisers: 23

No reported disclosures

Deer Park Road Management Company, LP

Steamboat Springs, CO · Est. 2012

AUM: $3.5B
Per adviser: $502M
Advisers: 7

Foundry Group, LLC

Boulder, CO · Est. 2016

AUM: $3.5B
Per adviser: $583M
Advisers: 6

No reported disclosures

Sourcerock Group LLC

Denver, CO · Est. 2021

AUM: $3.1B
Per adviser: $311M
Advisers: 10

Ghp Investment Advisors INC

Denver, CO · Est. 1995

AUM: $3.1B
Per adviser: $139M
Advisers: 22

No reported disclosures

Obermeyer Wealth Partners

Aspen, CO · Est. 1997

AUM: $3.0B
Per adviser: $202M
Advisers: 15

No reported disclosures

Cambiar Investors, LLC

Denver, CO · Est. 2001

AUM: $2.9B
Per adviser: $365M
Advisers: 8

No reported disclosures

Walker & Dunlop Investment Partners, INC.

Denver, CO · Est. 2013

AUM: $2.7B
Per adviser: $77M
Advisers: 35

No reported disclosures

Paralel Advisors LLC

Denver, CO · Est. 2021

AUM: $2.7B
Per adviser: $1.3B
Advisers: 2

No reported disclosures

Michaud Capital Management LLC

Denver, CO · Est. 2012

AUM: $2.4B
Per adviser: $407M
Advisers: 6

No reported disclosures

Swan Global Investments, LLC

Durango, CO · Est. 2010

AUM: $2.4B
Per adviser: $478M
Advisers: 5

No reported disclosures

Spruceview Capital Partners LLC

Denver, CO · Est. 2014

AUM: $2.3B
Per adviser: $293M
Advisers: 8

No reported disclosures

Summit Wealth Group

Colorado Springs, CO · Est. 2025

AUM: $2.3B
Per adviser: $80M
Advisers: 29

No reported disclosures

Excellere Partners

Denver, CO · Est. 2007

AUM: $2.3B
Per adviser: $103M
Advisers: 22

No reported disclosures

Bsw Wealth Partners

Boulder, CO · Est. 1994

AUM: $2.2B
Per adviser: $112M
Advisers: 20

No reported disclosures

Advisors Asset Management, INC.

Monument, CO · Est. 2004

AUM: $2.2B
Per adviser: $53M
Advisers: 42

Cherry Creek Family Offices

Denver, CO · Est. 2011

AUM: $2.0B
Per adviser: $337M
Advisers: 6

No reported disclosures

Woodbourne Capital Management International LP

Boulder, CO · Est. 2007

AUM: $2.0B
Per adviser: $283M
Advisers: 7

No reported disclosures

Pcm Encore, LLC

Aspen, CO · Est. 2024

AUM: $1.9B
Per adviser: $243M
Advisers: 8

No reported disclosures

Freedom Funds Management Co

Denver, CO · Est. 1987

AUM: $1.9B
Per adviser: $635M
Advisers: 3

No reported disclosures

Nilsine Partners, LLC

Greenwood Village, CO · Est. 2021

AUM: $1.9B
Per adviser: $157M
Advisers: 12

No reported disclosures

Ux Wealth Partners LLC

Centennial, CO · Est. 2020

AUM: $1.9B
Per adviser: $933M
Advisers: 2

No reported disclosures

Griffis Residential Investment Advisor

Greenwood Village, CO · Est. 2013

AUM: $1.9B
Per adviser: $109M
Advisers: 17

No reported disclosures

Mainline West Fund Manager LLC

Denver, CO · Est. 2008

AUM: $1.8B
Per adviser: $443M
Advisers: 4

No reported disclosures

Resource Capital Funds

Denver, CO · Est. 2012

AUM: $1.8B
Per adviser: $70M
Advisers: 25

No reported disclosures

Corundum Group, INC.

Colorado Springs, CO · Est. 1992

AUM: $1.7B
Per adviser: $154M
Advisers: 11

No reported disclosures

Buck Wealth Strategies, LLC

Denver, CO · Est. 2022

AUM: $1.6B
Per adviser: $42M
Advisers: 39

No reported disclosures

Delta-V Capital, LLC

Denver, CO · Est. 2015

AUM: $1.6B
Per adviser: $142M
Advisers: 11

No reported disclosures

Lab Quantitative Strategies, LLC

Denver, CO · Est. 2021

AUM: $1.6B
Per adviser: $131M
Advisers: 12

No reported disclosures

Townsend

Westminster, CO · Est. 2006

AUM: $1.5B
Per adviser: $138M
Advisers: 11

No reported disclosures

Frontrange Capital Advisers, LLC

Denver, CO · Est. 2012

AUM: $1.5B
Per adviser: $52M
Advisers: 29

No reported disclosures

Platte River Equity

Denver, CO · Est. 2012

AUM: $1.5B
Per adviser: $75M
Advisers: 20

No reported disclosures

Class Vi Family Office, LLC

Denver, CO · Est. 2017

AUM: $1.5B
Per adviser: $187M
Advisers: 8

No reported disclosures

Mountaingate Management Co., LLC

Denver, CO · Est. 2019

AUM: $1.5B
Per adviser: $88M
Advisers: 17

No reported disclosures

The Institute

Denver, CO · Est. 2007

AUM: $1.4B
Per adviser: $76M
Advisers: 18

No reported disclosures

Capital Investment Counsel, LLC

Denver, CO · Est. 2023

AUM: $1.4B
Per adviser: $270M
Advisers: 5

No reported disclosures

Paragon Capital Management

Denver, CO · Est. 1990

AUM: $1.3B
Per adviser: $263M
Advisers: 5

No reported disclosures

Swan Capital Management, LLC

Durango, CO · Est. 2012

AUM: $1.3B
Per adviser: $1.3B
Advisers: 1

No reported disclosures

Redefine Ventures LLC

Boulder, CO · Est. 2025

AUM: $1.3B
Per adviser: $1.3B
Advisers: 1

No reported disclosures

Ophir Asset Management US LLC

Denver, CO · Est. 2021

AUM: $1.3B
Per adviser: $254M
Advisers: 5

No reported disclosures

Wynkoop LLC

Greenwood Village, CO · Est. 2018

AUM: $1.2B
Per adviser: $174M
Advisers: 7

No reported disclosures

Sagard Real Estate Advisors

Denver, CO · Est. 2013

AUM: $1.2B
Per adviser: $55M
Advisers: 22

No reported disclosures

Sachem Hill LLC

Denver, CO · Est. 2017

AUM: $1.2B
Per adviser: $237M
Advisers: 5

No reported disclosures

Crusonia Wealth Advisors LLC

Denver, CO · Est. 2024

AUM: $1.2B
Per adviser: $84M
Advisers: 14

No reported disclosures

Bow River Advisers, LLC

Denver, CO · Est. 2023

AUM: $1.2B
Per adviser: $232M
Advisers: 5

No reported disclosures

Ibex Investors LLC

Denver, CO · Est. 2016

AUM: $1.2B
Per adviser: $116M
Advisers: 10

No reported disclosures

Aether Investment Partners, LLC

Littleton, CO · Est. 2009

AUM: $1.1B
Per adviser: $572M
Advisers: 2

No reported disclosures

Sharkey Howes & Javer INC

Denver, CO · Est. 1991

AUM: $1.1B
Per adviser: $125M
Advisers: 9

No reported disclosures

Schaefer Financial Management, INC.

Centennial, CO · Est. 1989

AUM: $1.1B
Per adviser: $159M
Advisers: 7

No reported disclosures

Heirloom Wealth Management LLC

Greenwood Village, CO · Est. 2018

AUM: $1.1B
Per adviser: $65M
Advisers: 17

No reported disclosures

Crest Rock Partners

Denver, CO · Est. 2019

AUM: $1.1B
Per adviser: $110M
Advisers: 10

No reported disclosures

Bruni J V & Co

Colorado Springs, CO · Est. 1992

AUM: $1.1B
Per adviser: $366M
Advisers: 3

No reported disclosures

Mattern Capital Management, LLC

Lakewood, CO · Est. 2019

AUM: $1.1B
Per adviser: $153M
Advisers: 7

No reported disclosures

Dream U.S. Manager LLC

Denver, CO · Est. 2021

AUM: $1.0B
Per adviser: $116M
Advisers: 9

No reported disclosures

Peak Asset Management, LLC

Louisville, CO · Est. 1996

AUM: $1.0B
Per adviser: $72M
Advisers: 14

No reported disclosures

Bayswater Management Company LP

Denver, CO · Est. 2016

AUM: $991M
Per adviser: $165M
Advisers: 6

No reported disclosures

Semper Augustus Investments Group LLC

Highlands Ranch, CO · Est. 1998

AUM: $982M
Per adviser: $491M
Advisers: 2

No reported disclosures

Maia Wealth

Denver, CO · Est. 2021

AUM: $973M
Per adviser: $27M
Advisers: 36

No reported disclosures

Elk River Wealth Management LLC

Denver, CO · Est. 2020

AUM: $971M
Per adviser: $121M
Advisers: 8

No reported disclosures

Uniting Wealth Partners

Denver, CO · Est. 2024

AUM: $935M
Per adviser: $85M
Advisers: 11

No reported disclosures

Mountain Capital Investment Advisors INC

Westminster, CO · Est. 2017

AUM: $929M
Per adviser: $62M
Advisers: 15

No reported disclosures

Sprinkle Financial Consultants LLC

Littleton, CO · Est. 1995

AUM: $926M
Per adviser: $309M
Advisers: 3

No reported disclosures

Fi401k Advisors

Centennial, CO · Est. 2016

AUM: $915M
Per adviser: $915M
Advisers: 1

First Affirmative Financial Network LLC

Colorado Springs, CO · Est. 1999

AUM: $905M
Per adviser: $75M
Advisers: 12

No reported disclosures

The Millstone Evans Group, LLC

Boulder, CO · Est. 2020

AUM: $893M
Per adviser: $112M
Advisers: 8

No reported disclosures

Icon Advisers, INC.

Greenwood Village, CO · Est. 1991

AUM: $876M
Per adviser: $175M
Advisers: 5

No reported disclosures

Gill Capital Partners

Denver, CO · Est. 2006

AUM: $862M
Per adviser: $86M
Advisers: 10

No reported disclosures

Bason Asset Management

Lakewood, CO · Est. 2016

AUM: $849M
Per adviser: $424M
Advisers: 2

No reported disclosures

Manna Tree Partners, LLC

Denver, CO · Est. 2021

AUM: $816M
Per adviser: $82M
Advisers: 10

No reported disclosures

Forum Capital Advisors LLC

Denver, CO · Est. 2021

AUM: $815M
Per adviser: $28M
Advisers: 29

No reported disclosures

Kozak & Tripp Private Asset Management, INC.

Highlands Ranch, CO · Est. 2018

AUM: $813M
Per adviser: $407M
Advisers: 2

No reported disclosures

Investment Management Associates

Greenwood Village, CO · Est. 2020

AUM: $810M
Per adviser: $202M
Advisers: 4

No reported disclosures

Lapis Advisers, LP

Denver, CO · Est. 2010

AUM: $789M
Per adviser: $88M
Advisers: 9

No reported disclosures

Princeton Fund Advisors, LLC

Denver, CO · Est. 2011

AUM: $780M
Per adviser: $111M
Advisers: 7

No reported disclosures

Ramsay Stattman Vela & Price INC

Colorado Springs, CO · Est. 1976

AUM: $779M
Per adviser: $156M
Advisers: 5

No reported disclosures

Tillman Hartley LLC

Denver, CO · Est. 1999

AUM: $746M
Per adviser: $249M
Advisers: 3

No reported disclosures

Seamount Financial Group INC

Colorado Springs, CO · Est. 1999

AUM: $745M
Per adviser: $124M
Advisers: 6

No reported disclosures

Alpha Capital Management Group LLC

Denver, CO · Est. 2016

AUM: $734M
Per adviser: $245M
Advisers: 3

No reported disclosures

Clear Creek Advisors

Denver, CO · Est. 2018

AUM: $722M
Per adviser: $80M
Advisers: 9

No reported disclosures

Millennium Bridge Capital

Denver, CO · Est. 2012

AUM: $717M
Per adviser: $80M
Advisers: 9

No reported disclosures

Align Impact, LLC

Denver, CO · Est. 2015

AUM: $715M
Per adviser: $65M
Advisers: 11

No reported disclosures

Peak Planning Group, LLC

Centennial, CO · Est. 2017

AUM: $710M
Per adviser: $101M
Advisers: 7

No reported disclosures

Dodds Wealth, LLC

Greenwood Village, CO · Est. 2022

AUM: $706M
Per adviser: $101M
Advisers: 7

No reported disclosures

Black Swift Group, LLC

Boulder, CO · Est. 2016

AUM: $694M
Per adviser: $347M
Advisers: 2

No reported disclosures

Stordahl Capital Management, INC.

Greenwood Village, CO · Est. 2017

AUM: $676M
Per adviser: $113M
Advisers: 6

No reported disclosures

Focused Alpha, LLC

Greenwood Village, CO · Est. 2021

AUM: $664M
Per adviser: $133M
Advisers: 5

No reported disclosures

Proprietary Capital, LLC

Denver, CO · Est. 2003

AUM: $652M
Per adviser: $81M
Advisers: 8

No reported disclosures

Legacy Wealth Partners, LLC

Lakewood, CO · Est. 2025

AUM: $646M
Per adviser: $81M
Advisers: 8

No reported disclosures

Triumph Capital Management

Denver, CO · Est. 2016

AUM: $646M
Per adviser: $38M
Advisers: 17

No reported disclosures

Colorado Capital Management

Boulder, CO · Est. 2002

AUM: $638M
Per adviser: $64M
Advisers: 10

No reported disclosures

Rosel Wealth Management, LLC

Highlands Ranch, CO · Est. 2017

AUM: $630M
Per adviser: $315M
Advisers: 2

No reported disclosures

Impact Capital Partners LLC

Greenwood Village, CO · Est. 2024

AUM: $626M
Per adviser: $125M
Advisers: 5

No reported disclosures

Pvg Asset Management Corp

Centennial, CO · Est. 1987

AUM: $625M
Per adviser: $104M
Advisers: 6

Altus Wealth Group, LLC

Colorado Springs, CO · Est. 2017

AUM: $620M
Per adviser: $89M
Advisers: 7

No reported disclosures

Envoy Advisory INC.

Colorado Springs, CO · Est. 2019

AUM: $615M
Per adviser: $51M
Advisers: 12

No reported disclosures

Wealth Watch Advisors, INC

Englewood, CO · Est. 2015

AUM: $612M
Per adviser: $12M
Advisers: 52

No reported disclosures

Financial Security Management, INC

Lakewood, CO · Est. 2015

AUM: $612M
Per adviser: $87M
Advisers: 7

No reported disclosures

Tucker Asset Management LLC

Littleton, CO · Est. 2016

AUM: $604M
Per adviser: $9M
Advisers: 69

Intergy Private Wealth, LLC

Colorado Springs, CO · Est. 2021

AUM: $603M
Per adviser: $201M
Advisers: 3

No reported disclosures

Owl Creek Wealth Partners

Denver, CO · Est. 2024

AUM: $602M
Per adviser: $301M
Advisers: 2

No reported disclosures

Jpl Wealth Management, LLC

Greenwood Village, CO · Est. 2023

AUM: $588M
Per adviser: $196M
Advisers: 3

No reported disclosures

Keystone Global Partners LLC

Denver, CO · Est. 2015

AUM: $581M
Per adviser: $290M
Advisers: 2

No reported disclosures

Edgerock Wealth Management

Denver, CO · Est. 2021

AUM: $579M
Per adviser: $45M
Advisers: 13

No reported disclosures

Freif Advisors LLC

Denver, CO · Est. 2026

AUM: $570M
Per adviser: $20M
Advisers: 29

No reported disclosures

A & I Wealth Management

Lone Tree, CO · Est. 2009

AUM: $560M
Per adviser: $62M
Advisers: 9

No reported disclosures

Saturn Five Advisors LLC

Denver, CO · Est. 2022

AUM: $556M
Per adviser: $185M
Advisers: 3

No reported disclosures

Tandem Financial, LLC

Greenwood Village, CO · Est. 2021

AUM: $542M
Per adviser: $90M
Advisers: 6

No reported disclosures

Oakwood Real Estate Partners, LLC

Denver, CO · Est. 2014

AUM: $540M
Per adviser: $135M
Advisers: 4

No reported disclosures

Gallacher Capital Management, LLC

Lone Tree, CO · Est. 2007

AUM: $539M
Per adviser: $54M
Advisers: 10

No reported disclosures

Origin Credit Advisers, LLC

Denver, CO · Est. 2023

AUM: $538M
Per adviser: $134M
Advisers: 4

No reported disclosures

Hinds Financial Group INC

Lakewood, CO · Est. 2004

AUM: $537M
Per adviser: $107M
Advisers: 5

No reported disclosures

Crescat Portfolio Management LLC

Denver, CO · Est. 2008

AUM: $536M
Per adviser: $89M
Advisers: 6

No reported disclosures

Denver Wealth Management, INC.

Denver, CO · Est. 2018

AUM: $530M
Per adviser: $59M
Advisers: 9

No reported disclosures

Rosecap Investment Advisors, LLC

Grand Junction, CO · Est. 2020

AUM: $528M
Per adviser: $88M
Advisers: 6

No reported disclosures

One Bow River Advisers, LLC.

Colorado Springs, CO · Est. 2025

AUM: $526M
Per adviser: $58M
Advisers: 9

No reported disclosures

Denver Pwm, LLC

Denver, CO · Est. 2014

AUM: $524M
Per adviser: $131M
Advisers: 4

No reported disclosures

Wakefield Wealth Management, Lllp

Englewood, CO · Est. 2015

AUM: $513M
Per adviser: $256M
Advisers: 2

No reported disclosures

Family Financial Solutions Group, LLC

Durango, CO · Est. 2014

AUM: $501M
Per adviser: $501M
Advisers: 1

No reported disclosures

Acorn Creek Capital LLC

Fort Collins, CO · Est. 2023

AUM: $489M
Per adviser: $122M
Advisers: 4

No reported disclosures

Emerald Hill Capital Partners Holdings LLC

Lakewood, CO · Est. 2018

AUM: $476M
Per adviser: $238M
Advisers: 2

No reported disclosures

G&S Capital LLC

Denver, CO · Est. 2014

AUM: $476M
Per adviser: $95M
Advisers: 5

No reported disclosures

Towle & Co

Denver, CO · Est. 1981

AUM: $474M
Per adviser: $118M
Advisers: 4

No reported disclosures

Global Wealth Strategies And Associates, LLC

Denver, CO · Est. 2021

AUM: $457M
Per adviser: $51M
Advisers: 9

No reported disclosures

Wakefield Asset Management, Lllp

Englewood, CO · Est. 2007

AUM: $454M
Per adviser: $151M
Advisers: 3

No reported disclosures

Avant Management LLC

Denver, CO · Est. 2024

AUM: $449M
Per adviser: $56M
Advisers: 8

No reported disclosures

Petra Financial Advisors INC

Colorado Springs, CO · Est. 1991

AUM: $447M
Per adviser: $64M
Advisers: 7

No reported disclosures

Shearwater Capital

Denver, CO · Est. 2013

AUM: $427M
Per adviser: $107M
Advisers: 4

No reported disclosures

Boulder Asset Management

Englewood, CO · Est. 1991

AUM: $426M
Per adviser: $426M
Advisers: 1

No reported disclosures

Cascade Investment Group, INC.

Colorado Springs, CO · Est. 1997

AUM: $420M
Per adviser: $105M
Advisers: 4

No reported disclosures

Jupiter Wealth Management, LLC

Glendale, CO · Est. 2018

AUM: $417M
Per adviser: $208M
Advisers: 2

No reported disclosures

Maxq Asset Management LLC

Greenwood Village, CO · Est. 2025

AUM: $408M
Per adviser: $408M
Advisers: 1

No reported disclosures

Noble Wealth Management P.B.C.

Greenwood Village, CO · Est. 2022

AUM: $400M
Per adviser: $100M
Advisers: 4

No reported disclosures

Causey Wealth LLC

Greenwood Village, CO · Est. 2024

AUM: $393M
Per adviser: $56M
Advisers: 7

No reported disclosures

Prudent Man Investment Management

Lousiville, CO · Est. 1988

AUM: $390M
Per adviser: $130M
Advisers: 3

No reported disclosures

Rallyday Partners, LLC

Denver, CO · Est. 2021

AUM: $384M
Per adviser: $27M
Advisers: 14

No reported disclosures

Destiny Capital Corporation

Denver, CO · Est. 1989

AUM: $382M
Per adviser: $42M
Advisers: 9

No reported disclosures

Resolute Capital Asset Partners LLC

Denver, CO · Est. 2022

AUM: $381M
Per adviser: $76M
Advisers: 5

No reported disclosures

Keystone Financial Services

Loveland, CO · Est. 2020

AUM: $379M
Per adviser: $95M
Advisers: 4

No reported disclosures

Primark Advisors, LLC

Denver, CO · Est. 2020

AUM: $372M
Per adviser: $186M
Advisers: 2

No reported disclosures

Helm Investment Management, LLC

Denver, CO · Est. 2006

AUM: $371M
Per adviser: $185M
Advisers: 2

No reported disclosures

Cosner Financial Group, LLC

Windsor, CO · Est. 2015

AUM: $370M
Per adviser: $74M
Advisers: 5

No reported disclosures

M.Z. Kark & Associates, INC

Denver, CO · Est. 1985

AUM: $370M
Per adviser: $185M
Advisers: 2

No reported disclosures

Integrity Wealth Solutions LLC

Denver, CO · Est. 2020

AUM: $369M
Per adviser: $184M
Advisers: 2

No reported disclosures

Collegiate Peaks Asset Management, LLC

Denver, CO · Est. 2022

AUM: $365M
Per adviser: $122M
Advisers: 3

No reported disclosures

Trail Ridge Investment Advisors, LLC

Fort Collins, CO · Est. 2018

AUM: $353M
Per adviser: $44M
Advisers: 8

No reported disclosures

Cherry Creek Investment Advisors INC

Englewood, CO · Est. 1994

AUM: $352M
Per adviser: $176M
Advisers: 2

No reported disclosures

Forty North Wealth

Glendale, CO · Est. 2017

AUM: $351M
Per adviser: $44M
Advisers: 8

No reported disclosures

Jackson Creek Investment Advisors LLC

Castle Rock, CO · Est. 2020

AUM: $349M
Per adviser: $87M
Advisers: 4

No reported disclosures

Gainline Financial Partners, LLC

Louisville, CO · Est. 2023

AUM: $349M
Per adviser: $116M
Advisers: 3

No reported disclosures

Boulder Wealth Advisors, LLC

Boulder, CO · Est. 2014

AUM: $338M
Per adviser: $169M
Advisers: 2

No reported disclosures

Cimarron Wealth Management, INC.

Montrose, CO · Est. 2019

AUM: $327M
Per adviser: $47M
Advisers: 7

No reported disclosures

Whipplewood Advisors, LLC

Littleton, CO · Est. 2020

AUM: $325M
Per adviser: $54M
Advisers: 6

No reported disclosures

Cresalta Investment Management, INC.

Greenwood Village, CO · Est. 2026

AUM: $323M
Per adviser: $81M
Advisers: 4

No reported disclosures

M4a3 LLC

Boulder, CO · Est. 2025

AUM: $322M
Per adviser: $107M
Advisers: 3

No reported disclosures

Theory Financial

Fort Collins, CO · Est. 2021

AUM: $319M
Per adviser: $106M
Advisers: 3

No reported disclosures

Lincoln Energy Holdings LLC

Englewood, CO · Est. 2024

AUM: $315M
Per adviser: $45M
Advisers: 7

No reported disclosures

Aspen Wealth Strategies, LLC

Arvada, CO · Est. 2020

AUM: $312M
Per adviser: $52M
Advisers: 6

No reported disclosures

Synergy Financial Partners, LLC

Denver, CO · Est. 2019

AUM: $309M
Per adviser: $62M
Advisers: 5

No reported disclosures

Varra Financial

Louisville, CO · Est. 2022

AUM: $306M
Per adviser: $44M
Advisers: 7

No reported disclosures

Broadview Wealth Partners

Boulder, CO · Est. 2025

AUM: $305M
Per adviser: $44M
Advisers: 7

No reported disclosures

Mica Creek Capital LLC

Steamboat Springs, CO · Est. 2025

AUM: $301M
Per adviser: $100M
Advisers: 3

No reported disclosures

Roubaix Capital, LLC

Denver, CO · Est. 2015

AUM: $299M
Per adviser: $100M
Advisers: 3

No reported disclosures

Marshall Investment Management, LLC

Greenwood Village, CO · Est. 2019

AUM: $298M
Per adviser: $37M
Advisers: 8

No reported disclosures

Alpha Capital Family Office, LLC

Greenwood Village, CO · Est. 2020

AUM: $296M
Per adviser: $42M
Advisers: 7

No reported disclosures

Kilterhowling LLC

Boulder, CO · Est. 2020

AUM: $293M
Per adviser: $73M
Advisers: 4

No reported disclosures

Impactfolio LLC

Denver, CO · Est. 2021

AUM: $289M
Per adviser: $96M
Advisers: 3

No reported disclosures

J.F. Williams Co., INC.

Denver, CO · Est. 2015

AUM: $286M
Per adviser: $72M
Advisers: 4

No reported disclosures

Jim Saulnier & Associates, LLC

Fort Collins, CO · Est. 2023

AUM: $286M
Per adviser: $95M
Advisers: 3

No reported disclosures

Lotusgroup Advisors

Denver, CO · Est. 2017

AUM: $286M
Per adviser: $41M
Advisers: 7

No reported disclosures

Bespoke Advisory

Evergreen, CO · Est. 2023

AUM: $284M
Per adviser: $32M
Advisers: 9

No reported disclosures

Vital Investment Management LLC

Loveland, CO · Est. 2019

AUM: $284M
Per adviser: $57M
Advisers: 5

No reported disclosures

Bear Creek Fund Advisors LLC

Denver, CO · Est. 2024

AUM: $283M
Per adviser: $24M
Advisers: 12

No reported disclosures

Higgins & Schmidt Wealth Strategies LLC

Denver, CO · Est. 2020

AUM: $279M
Per adviser: $93M
Advisers: 3

No reported disclosures

Ryan Investments

Basalt, CO · Est. 2003

AUM: $272M
Per adviser: $68M
Advisers: 4

No reported disclosures

Parsonex Advisory Services, INC.

Englewood, CO · Est. 2012

AUM: $271M
Per adviser: $136M
Advisers: 2

No reported disclosures

Peak Financial Advisors

Denver, CO · Est. 2001

AUM: $269M
Per adviser: $134M
Advisers: 2

No reported disclosures

Evergreen Private Wealth

Greenwood Village, CO · Est. 2023

AUM: $265M
Per adviser: $66M
Advisers: 4

No reported disclosures

The Wealth Conservancy, INC.

Boulder, CO · Est. 1983

AUM: $260M
Per adviser: $87M
Advisers: 3

No reported disclosures

Bruce G. Allen Investments, LLC

Denver, CO · Est. 2017

AUM: $258M
Per adviser: $129M
Advisers: 2

No reported disclosures

Green Alpha Investments

Niwot, CO · Est. 2013

AUM: $254M
Per adviser: $85M
Advisers: 3

No reported disclosures

Stone Creek Group, LLC

Englewood, CO · Est. 2022

AUM: $251M
Per adviser: $251M
Advisers: 1

No reported disclosures

Toro West Capital Advisors

Louisville, CO · Est. 2024

AUM: $246M
Per adviser: $123M
Advisers: 2

No reported disclosures

Capital Financial Group, INC.

Littleton, CO · Est. 2019

AUM: $237M
Per adviser: $79M
Advisers: 3

No reported disclosures

Elderado Financial, INC

Montrose, CO · Est. 2021

AUM: $237M
Per adviser: $47M
Advisers: 5

No reported disclosures

Peak Investment Advisors, INC.

Colorado Springs, CO · Est. 2024

AUM: $235M
Per adviser: $235M
Advisers: 1

Bonfire Financial, LLC

Colorado Springs, CO · Est. 2020

AUM: $234M
Per adviser: $58M
Advisers: 4

No reported disclosures

Bxm Wealth LLC

Englewood, CO · Est. 2025

AUM: $231M
Per adviser: $58M
Advisers: 4

No reported disclosures

7two

Denver, CO · Est. 2024

AUM: $230M
Per adviser: $46M
Advisers: 5

No reported disclosures

Gilpin Wealth Management LLC

Golden, CO · Est. 2023

AUM: $227M
Per adviser: $57M
Advisers: 4

No reported disclosures

Red Mountain Financial Partners

Durango, CO · Est. 2022

AUM: $226M
Per adviser: $75M
Advisers: 3

No reported disclosures

Arrowmark Asset Management, LLC

Denver, CO · Est. 2020

AUM: $224M
Per adviser: $112M
Advisers: 2

No reported disclosures

Mcalvany Wealth Management, LLC

Durango, CO · Est. 2010

AUM: $224M
Per adviser: $45M
Advisers: 5

No reported disclosures

Thornburg Bow River Advisers, LLC.

Denver, CO · Est. 2024

AUM: $224M
Per adviser: $32M
Advisers: 7

No reported disclosures

Jhp Wealth Management, LLC

Centennial, CO · Est. 2020

AUM: $224M
Per adviser: $224M
Advisers: 1

No reported disclosures

Essential Investment Partners, LLC

Englewood, CO · Est. 2009

AUM: $223M
Per adviser: $111M
Advisers: 2

No reported disclosures

Three Peaks Capital Management, LLC

Castle Rock, CO · Est. 2003

AUM: $223M
Per adviser: $56M
Advisers: 4

No reported disclosures

Highpass Asset Management LLC

Denver, CO · Est. 2020

AUM: $218M
Per adviser: $109M
Advisers: 2

No reported disclosures

Callahan Capital Management

Steamboat Springs, CO · Est. 2017

AUM: $217M
Per adviser: $72M
Advisers: 3

No reported disclosures

Ffg Retirement Counseling

Centennial, CO · Est. 2020

AUM: $216M
Per adviser: $108M
Advisers: 2

No reported disclosures

Consilium, LLC

Boulder, CO · Est. 2019

AUM: $215M
Per adviser: $215M
Advisers: 1

No reported disclosures

Cedarwood Wealth

Highlands Ranch, CO · Est. 2025

AUM: $213M
Per adviser: $71M
Advisers: 3

No reported disclosures

Altius Financial, INC.

Denver, CO · Est. 2019

AUM: $212M
Per adviser: $106M
Advisers: 2

No reported disclosures

Fidelis Wealth Advisors

Castle Rock, CO · Est. 2021

AUM: $210M
Per adviser: $42M
Advisers: 5

No reported disclosures

Capital Asset Management, LLC

Denver, CO · Est. 2022

AUM: $209M
Per adviser: $52M
Advisers: 4

No reported disclosures

Bauer Wealth Management INC.

Colorado Springs, CO · Est. 2021

AUM: $206M
Per adviser: $69M
Advisers: 3

No reported disclosures

Mercer Advisors Private Asset Management, INC.

Denver, CO · Est. 2023

AUM: $206M
Per adviser: $206M
Advisers: 1

No reported disclosures

The William Allan Corporation

Fort Collins, CO · Est. 2021

AUM: $204M
Per adviser: $102M
Advisers: 2

No reported disclosures

Wazee Street Capital Management LLC

Greenwood Village, CO · Est. 2021

AUM: $203M
Per adviser: $51M
Advisers: 4

No reported disclosures

Bam Wealth Management LLC

Lakewood, CO · Est. 2025

AUM: $202M
Per adviser: $22M
Advisers: 9

No reported disclosures

Welch Financial Planning, LLC

Boulder, CO · Est. 2024

AUM: $198M
Per adviser: $99M
Advisers: 2

No reported disclosures

Hinchley Advisory Group, LLC

Centennial, CO · Est. 2024

AUM: $193M
Per adviser: $193M
Advisers: 1

No reported disclosures

Sanctuary Advisors

Denver, CO · Est. 2020

AUM: $192M
Per adviser: $96M
Advisers: 2

No reported disclosures

Wisdom Wealth Strategies

Greenwood Village, CO · Est. 2021

AUM: $190M
Per adviser: $95M
Advisers: 2

No reported disclosures

Vanguard Capital

Denver, CO · Est. 2016

AUM: $190M
Per adviser: —
Advisers: —

No reported disclosures

Rockwood Equity Partners LLC

Denver, CO · Est. 2022

AUM: $190M
Per adviser: $17M
Advisers: 11

No reported disclosures

Steele Street Private Wealth Management

Denver, CO · Est. 2021

AUM: $188M
Per adviser: $94M
Advisers: 2

No reported disclosures

Red Mountain Financial, LLC

Fort Collins, CO · Est. 2023

AUM: $184M
Per adviser: $184M
Advisers: 1

No reported disclosures

Bullseye Asset Management LLC

Denver, CO · Est. 2014

AUM: $184M
Per adviser: $92M
Advisers: 2

No reported disclosures

Elevate Capital Advisors

Eagle, CO · Est. 2020

AUM: $183M
Per adviser: $37M
Advisers: 5

No reported disclosures

Hoffmann Hermanson

Denver, CO · Est. 2025

AUM: $183M
Per adviser: $92M
Advisers: 2

No reported disclosures

Cornerstone Investment Advisors, LLC

Boulder, CO · Est. 2004

AUM: $181M
Per adviser: $90M
Advisers: 2

No reported disclosures

Accelerated Wealth Advisors LLC

Colorado Springs, CO · Est. 2016

AUM: $180M
Per adviser: $60M
Advisers: 3

No reported disclosures

Silverpeak Wealth Advisors

Boulder, CO · Est. 2020

AUM: $177M
Per adviser: $89M
Advisers: 2

No reported disclosures

Downing Street Wealth Management LLC

Greenwood Village, CO · Est. 2024

AUM: $176M
Per adviser: $88M
Advisers: 2

No reported disclosures

Lion Equity Investment Advisors, LLC

Denver, CO · Est. 2023

AUM: $173M
Per adviser: $14M
Advisers: 12

Wealthbuilders Investments

Greenwood Village, CO · Est. 2023

AUM: $173M
Per adviser: $29M
Advisers: 6

No reported disclosures

Intentional Wealth Strategies

Colorado Springs, CO · Est. 2023

AUM: $171M
Per adviser: $57M
Advisers: 3

No reported disclosures

Cohesion Wealth Management, LLC

Broomfield, CO · Est. 2020

AUM: $171M
Per adviser: $57M
Advisers: 3

No reported disclosures

West End Wealth Management, LLC

Denver, CO · Est. 2022

AUM: $170M
Per adviser: $85M
Advisers: 2

No reported disclosures

Larimer Capital Corporation

Denver, CO · Est. 1986

AUM: $170M
Per adviser: $85M
Advisers: 2

No reported disclosures

Planwiser Financial

Colorado Springs, CO · Est. 2024

AUM: $169M
Per adviser: $85M
Advisers: 2

No reported disclosures

Rigden Capital Strategies

Englewood, CO · Est. 2025

AUM: $169M
Per adviser: $28M
Advisers: 6

No reported disclosures

Trg Investment Advisors, LLC

Denver, CO · Est. 2021

AUM: $167M
Per adviser: $28M
Advisers: 6

No reported disclosures

Peak Capital Management, LLC

Greenwood Village, CO · Est. 2008

AUM: $165M
Per adviser: $55M
Advisers: 3

No reported disclosures

Financially Speaking INC

Greenwood Village, CO · Est. 1991

AUM: $165M
Per adviser: $55M
Advisers: 3

No reported disclosures

Collier Financial, INC

Denver, CO · Est. 2021

AUM: $161M
Per adviser: $161M
Advisers: 1

No reported disclosures

Season Investments, LLC

Colorado Springs, CO · Est. 2020

AUM: $160M
Per adviser: $53M
Advisers: 3

Zidel Financial INC.

Breckenridge, CO · Est. 2022

AUM: $160M
Per adviser: $160M
Advisers: 1

No reported disclosures

Ventana Private Wealth LLC

Denver, CO · Est. 2023

AUM: $159M
Per adviser: $79M
Advisers: 2

No reported disclosures

Perspective Wealth Advisors

Loveland, CO · Est. 2024

AUM: $158M
Per adviser: $40M
Advisers: 4

No reported disclosures

Lotusgroup Capital

Denver, CO · Est. 2018

AUM: $157M
Per adviser: $52M
Advisers: 3

No reported disclosures

Butler Financial Services

Denver, CO · Est. 2021

AUM: $155M
Per adviser: $77M
Advisers: 2

No reported disclosures

Quish

Boulder, CO · Est. 2025

AUM: $154M
Per adviser: $154M
Advisers: 1

No reported disclosures

Tier One Wealth Management

Lone Tree, CO · Est. 2022

AUM: $154M
Per adviser: $51M
Advisers: 3

No reported disclosures

Infinium Investment Advisors, LLC

Denver, CO · Est. 2020

AUM: $152M
Per adviser: $76M
Advisers: 2

No reported disclosures

Fpfoco

Fort Collins, CO · Est. 2024

AUM: $152M
Per adviser: $51M
Advisers: 3

No reported disclosures

Outbound Financial

Boulder, CO · Est. 2024

AUM: $151M
Per adviser: $151M
Advisers: 1

No reported disclosures

Asset Management Group Investment Corp.

Greenwood Village, CO · Est. 2013

AUM: $151M
Per adviser: $76M
Advisers: 2

No reported disclosures

Paller Financial Services, INC.

Centennial, CO · Est. 2024

AUM: $148M
Per adviser: $37M
Advisers: 4

No reported disclosures

Fit Wealth Management

Centennial, CO · Est. 2024

AUM: $147M
Per adviser: $49M
Advisers: 3

No reported disclosures

Horizon Wealth

Denver, CO · Est. 2025

AUM: $147M
Per adviser: $37M
Advisers: 4

No reported disclosures

Paramount Associates Wealth Management

Greenwood Village, CO · Est. 2022

AUM: $146M
Per adviser: $73M
Advisers: 2

No reported disclosures

Summit Hill Wealth Management, LLC

Greenwood Village, CO · Est. 2025

AUM: $146M
Per adviser: $49M
Advisers: 3

No reported disclosures

Trailwise Financial Partners, LLC

Golden, CO · Est. 2026

AUM: $145M
Per adviser: $36M
Advisers: 4

No reported disclosures

Pulliam Family Office, LLC

Crested Butte, CO · Est. 2025

AUM: $142M
Per adviser: $142M
Advisers: 1

No reported disclosures

Credentialed Wealth Advisors, LLC

Johnstown, CO · Est. 2021

AUM: $140M
Per adviser: $47M
Advisers: 3

No reported disclosures

Snowball Wealth Management

Boulder, CO · Est. 2024

AUM: $139M
Per adviser: $46M
Advisers: 3

No reported disclosures

Centerpiece Wealth Advisor

Greenwood Village, CO · Est. 2024

AUM: $139M
Per adviser: $69M
Advisers: 2

No reported disclosures

Panorama Wealth Advisors

Greenwood Village, CO · Est. 2023

AUM: $134M
Per adviser: $67M
Advisers: 2

No reported disclosures

Loyd Financial Management INC.

Centennial, CO · Est. 2024

AUM: $134M
Per adviser: $134M
Advisers: 1

No reported disclosures

Summitpoint Capital Management

Littleton, CO · Est. 2025

AUM: $133M
Per adviser: $66M
Advisers: 2

No reported disclosures

Agemy Wealth Advisors, LLC

Dever, CO · Est. 2025

AUM: $131M
Per adviser: $44M
Advisers: 3

No reported disclosures

Lord And Richards

Highlands Ranch, CO · Est. 2023

AUM: $129M
Per adviser: $16M
Advisers: 8

No reported disclosures

Bright Advisors

Greenwood Village, CO · Est. 2026

AUM: $128M
Per adviser: $128M
Advisers: 1

No reported disclosures

Protocol Wealth, LLC

Denver, CO · Est. 2025

AUM: $127M
Per adviser: $42M
Advisers: 3

No reported disclosures

Growstrong Wealth Strategies

Fort Collins, CO · Est. 2021

AUM: $127M
Per adviser: $42M
Advisers: 3

No reported disclosures

Oak Street Investments

Greenwood Village, CO · Est. 2023

AUM: $125M
Per adviser: $125M
Advisers: 1

No reported disclosures

Apo Financial Services, LLC

Westminster, CO · Est. 2020

AUM: $124M
Per adviser: $18M
Advisers: 7

No reported disclosures

Peterson Financial Services LLC

Denver, CO · Est. 2022

AUM: $124M
Per adviser: $124M
Advisers: 1

No reported disclosures

Peace Of Mind Financial Planning, INC

Colorado Springs, CO · Est. 2021

AUM: $124M
Per adviser: $62M
Advisers: 2

No reported disclosures

Integra Financial, INC.

Greenwood Village, CO · Est. 2022

AUM: $123M
Per adviser: $31M
Advisers: 4

No reported disclosures

Senior Tax Advisory Group, INC.

Colorado Springs, CO · Est. 2022

AUM: $123M
Per adviser: $31M
Advisers: 4

No reported disclosures

Ascentris

Denver, CO · Est. 2011

AUM: $122M
Per adviser: $4M
Advisers: 30

No reported disclosures

Alder Point Capital Management LLC

Lafayette, CO · Est. 2026

AUM: $121M
Per adviser: $20M
Advisers: 6

No reported disclosures

Seneca Capital Management, LLC

Denver, CO · Est. 2021

AUM: $120M
Per adviser: $120M
Advisers: 1

No reported disclosures

Walnut Level Capital LLC

Denver, CO · Est. 2023

AUM: $119M
Per adviser: $60M
Advisers: 2

No reported disclosures

Ridgegate Advisors, LLC

Englewood, CO · Est. 2025

AUM: $119M
Per adviser: $17M
Advisers: 7

Noble Wealth Partners

Denver, CO · Est. 2026

AUM: $118M
Per adviser: $59M
Advisers: 2

No reported disclosures

Wealth Engineers, LLC

Denver, CO · Est. 2026

AUM: $118M
Per adviser: $118M
Advisers: 1

No reported disclosures

Columbia Benefits, LLC

Denver, CO · Est. 2025

AUM: $116M
Per adviser: $116M
Advisers: 1

No reported disclosures

Alpine Wealth Advisors, LLC

Denver, CO · Est. 2024

AUM: $116M
Per adviser: $116M
Advisers: 1

No reported disclosures

Branzan Investment Advisors, INC.

Littleton, CO · Est. 2006

AUM: $115M
Per adviser: $23M
Advisers: 5

No reported disclosures

Financial Mountain INC

Boulder, CO · Est. 2026

AUM: $111M
Per adviser: $56M
Advisers: 2

No reported disclosures

Forward Wealth

Lone Tree, CO · Est. 2026

AUM: $111M
Per adviser: $14M
Advisers: 8

No reported disclosures

Peak Financial Management, INC.

Broomfield, CO · Est. 2025

AUM: $109M
Per adviser: $55M
Advisers: 2

No reported disclosures

Hfg Advisors

Greenwood Village, CO · Est. 2026

AUM: $109M
Per adviser: $27M
Advisers: 4

No reported disclosures

Aqi

Lone Tree, CO · Est. 2026

AUM: $108M
Per adviser: $22M
Advisers: 5

No reported disclosures

Rs Asset Management, LLC

Colorado Springs, CO · Est. 2014

AUM: $107M
Per adviser: $54M
Advisers: 2

No reported disclosures

Jackson Wealth Management, LLC

Castle Rock, CO · Est. 2026

AUM: $107M
Per adviser: $107M
Advisers: 1

No reported disclosures

Innovative Financial, LLC

Lakewood, CO · Est. 2026

AUM: $105M
Per adviser: $105M
Advisers: 1

No reported disclosures

325 Fillmore LLC

Denver, CO · Est. 2017

AUM: $104M
Per adviser: $104M
Advisers: 1

No reported disclosures

Gssg Solar, LLC

Denver, CO · Est. 2020

AUM: $103M
Per adviser: $21M
Advisers: 5

No reported disclosures

Navigation Wealth Management

Fort Collins, CO · Est. 2020

AUM: $103M
Per adviser: $13M
Advisers: 8

No reported disclosures

Blue Heron Capital

Englewood, CO · Est. 2026

AUM: $102M
Per adviser: $34M
Advisers: 3

No reported disclosures

Cdp Financial Group, LLC

Littleton, CO · Est. 2026

AUM: $100M
Per adviser: $50M
Advisers: 2

No reported disclosures

Financial Action, INC.

Monument, CO · Est. 2026

AUM: $100M
Per adviser: $25M
Advisers: 4

No reported disclosures

Synergy Capital

Fort Collins, CO · Est. 2025

AUM: $99M
Per adviser: $99M
Advisers: 1

No reported disclosures

Blue Sky Asset Management, LLC

Englewood, CO · Est. 2013

AUM: $99M
Per adviser: $99M
Advisers: 1

No reported disclosures

Swan Wealth Advisors, LLC

Durango, CO · Est. 2018

AUM: $98M
Per adviser: $49M
Advisers: 2

No reported disclosures

Israel Investment Advisors, LLC

Denver, CO · Est. 2010

AUM: $96M
Per adviser: $24M
Advisers: 4

No reported disclosures

Leh II Management LLC

Englewood, CO · Est. 2024

AUM: $93M
Per adviser: $13M
Advisers: 7

No reported disclosures

Integrity Prosperity Security (Ips) Strategic Capital

Denver, CO · Est. 2016

AUM: $91M
Per adviser: $91M
Advisers: 1

No reported disclosures

Meketa Capital, LLC

Denver, CO · Est. 2024

AUM: $83M
Per adviser: $6M
Advisers: 14

No reported disclosures

Kelly Intelligence

Denver, CO · Est. 2021

AUM: $82M
Per adviser: $41M
Advisers: 2

No reported disclosures

Investment Research Corp

Denver, CO · Est. 1972

AUM: $76M
Per adviser: $5M
Advisers: 16

No reported disclosures

World Capital Advisors, LLC

Denver, CO · Est. 2014

AUM: $72M
Per adviser: $72M
Advisers: 1

No reported disclosures

Best Life Infinity, LLC

Colorado Springs, CO · Est. 2022

AUM: $48M
Per adviser: $8M
Advisers: 6

No reported disclosures

Tifin Give

Boulder, CO · Est. 2021

AUM: $31M
Per adviser: $15M
Advisers: 2

No reported disclosures

Bz Wealth Advisors, LLC

Littleton, CO · Est. 2025

AUM: $26M
Per adviser: $4M
Advisers: 6

No reported disclosures

Gbg Wealth Management LLC

Lone Tree, CO · Est. 2024

AUM: $24M
Per adviser: $8M
Advisers: 3

No reported disclosures

Sweater Industries LLC

Boulder, CO · Est. 2022

AUM: $16M
Per adviser: $8M
Advisers: 2

No reported disclosures

Class Vi Ventures, LLC

Denver, CO · Est. 2023

AUM: $15M
Per adviser: $5M
Advisers: 3

No reported disclosures

Magnifi

Boulder, CO · Est. 2020

AUM: $2M
Per adviser: $1M
Advisers: 2

No reported disclosures

Savvly Advisor

Boulder, CO · Est. 2024

AUM: $75,208
Per adviser: $75,208
Advisers: 1

No reported disclosures

Cultivate Wealth Partners

Broomfield, CO · Est. 2026

AUM: —
Per adviser: —
Advisers: 1

No reported disclosures

White Hawk Wealth Management

Broomfield, CO · Est. 2026

AUM: —
Per adviser: —
Advisers: 2

No reported disclosures

Exceptional Wealth & Family Office

Colorado Springs, CO · Est. 2026

AUM: —
Per adviser: —
Advisers: 2

No reported disclosures

Innovest Portfolio Solutions LLC

Denver, CO · Est. 1996

AUM: —
Per adviser: —
Advisers: 30

No reported disclosures

Monticello Associates, LLC

Denver, CO · Est. 1996

AUM: —
Per adviser: —
Advisers: 31

No reported disclosures

Scire Fund III Gp, LLC

Denver, CO · Est. 2022

AUM: —
Per adviser: —
Advisers: 1

No reported disclosures

Midbridge Advisors LP

Denver, CO · Est. 2024

AUM: —
Per adviser: —
Advisers: 12

No reported disclosures

Ask Dolly

Denver, CO · Est. 2025