Research Report · 2026-02-28
Largest Registered Investment Advisers in Colorado
Colorado SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
56
Total AUM
$43.01B
Median AUM
$256.7M
Latest Filing
2026-02-28
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | SMITH CAPITAL INVESTORS, LLC | DENVER | 294402 | $13.11B | 30 | 2026-02-28 | → |
| 2 | TRANSFORM WEALTH, LLC. | GREENWOOD VILLAGE | 283403 | $3.38B | 31 | 2025-03-31 | → |
| 3 | PARALEL ADVISORS LLC | DENVER | 315804 | $2.67B | 6 | 2026-01-31 | → |
| 4 | CHERRY CREEK FAMILY OFFICES, LLC | DENVER | 156310 | $2.02B | 16 | 2026-02-28 | → |
| 5 | FREEDOM FUNDS MANAGEMENT CO | DENVER | 110785 | $1.90B | 9 | 2025-12-31 | → |
| 6 | AVEO CAPITAL PARTNERS, LLC | ENGLEWOOD | 157728 | $1.64B | 27 | 2025-04-30 | → |
| 7 | CLASS VI FAMILY OFFICE, LLC | DENVER | 285035 | $1.50B | 9 | 2026-02-28 | → |
| 8 | GPS WEALTH STRATEGIES GROUP, LLC | CENTENNIAL | 285507 | $1.42B | 5 | 2025-12-31 | → |
| 9 | JFG WEALTH MANAGEMENT, LLC | DENVER | 285023 | $1.16B | 47 | 2025-08-31 | → |
| 10 | ELK RIVER WEALTH MANAGEMENT LLC | DENVER | 307263 | $971.3M | 11 | 2026-02-28 | → |
| 11 | FI401K ADVISORS, LLC | CENTENNIAL | 168408 | $915.0M | 2 | 2026-01-31 | → |
| 12 | BASON ASSET MANAGEMENT LLC | LAKEWOOD | 165450 | $848.8M | 2 | 2026-02-28 | → |
| 13 | RAMSAY STATTMAN VELA & PRICE INC | COLORADO SPRINGS | 105156 | $778.5M | 7 | 2026-01-31 | → |
| 14 | CEDRUS HOLDING CO, LLC | LITTLETON | 312878 | $651.1M | 17 | 2025-02-28 | → |
| 15 | LEGACY WEALTH PARTNERS, LLC | LAKEWOOD | 333032 | $646.0M | 15 | 2026-02-28 | → |
| 16 | COLORADO CAPITAL MANAGEMENT, INC. | BOULDER | 114011 | $638.4M | 10 | 2026-02-28 | → |
| 17 | WAMBOLT & ASSOCIATES, LLC | LITTLETON | 153454 | $586.8M | 13 | 2025-03-31 | → |
| 18 | HINDS FINANCIAL GROUP INC | LAKEWOOD | 129971 | $536.9M | 10 | 2025-12-31 | → |
| 19 | ACORN CREEK CAPITAL LLC | FORT COLLINS | 325809 | $488.7M | 5 | 2026-01-31 | → |
| 20 | STARK RICHARD JOSEPH | ENGLEWOOD | 107636 | $426.1M | 4 | 2025-03-31 | → |
| 21 | NOBLE WEALTH MANAGEMENT P.B.C. | GREENWOOD VILLAGE | 322607 | $400.5M | 5 | 2026-02-28 | → |
| 22 | DESTINY CAPITAL CORPORATION | DENVER | 111196 | $382.2M | 11 | 2026-02-28 | → |
| 23 | COSNER FINANCIAL GROUP, LLC | WINDSOR | 147942 | $369.8M | 5 | 2026-02-28 | → |
| 24 | ASPEN WEALTH STRATEGIES, LLC | ARVADA | 307424 | $312.2M | 7 | 2026-02-28 | → |
| 25 | MARSHALL INVESTMENT MANAGEMENT, LLC | GREENWOOD VILLAGE | 174817 | $298.0M | 8 | 2026-02-28 | → |
| 26 | IMPACTFOLIO LLC | DENVER | 291716 | $288.9M | 3 | 2026-02-28 | → |
| 27 | EVERGREEN PRIVATE WEALTH LLC | GREENWOOD VILLAGE | 324777 | $264.7M | 4 | 2026-02-28 | → |
| 28 | THE WEALTH CONSERVANCY, INC. | BOULDER | 112024 | $260.0M | 6 | 2026-02-28 | → |
| 29 | ALPHA PRINCIPLE, LLC | ENGLEWOOD | 317053 | $253.3M | 6 | 2025-03-31 | → |
| 30 | ELDERADO FINANCIAL, INC | MONTROSE | 112908 | $237.2M | 5 | 2026-02-28 | → |
| 31 | COLORADO WEALTH GROUP, LLC | DENVER | 310024 | $235.3M | 11 | 2025-12-31 | → |
| 32 | BXM WEALTH LLC | ENGLEWOOD | 332544 | $231.3M | 4 | 2026-01-31 | → |
| 33 | JHP WEALTH MANAGEMENT, LLC | CENTENNIAL | 298784 | $223.8M | 1 | 2026-02-28 | → |
| 34 | FFG RETIREMENT ADVISORS LLC | CENTENNIAL | 308305 | $216.5M | 5 | 2026-02-28 | → |
| 35 | WELCH FINANCIAL PLANNING, LLC | BOULDER | 329418 | $198.1M | 6 | 2026-02-28 | → |
| 36 | WISDOM WEALTH STRATEGIES, LLC | GREENWOOD VILLAGE | 170230 | $190.5M | 2 | 2026-02-28 | → |
| 37 | SILVERPEAK WEALTH ADVISORS, LLC | BOULDER | 170732 | $177.4M | 3 | 2026-02-28 | → |
| 38 | WEST END WEALTH MANAGEMENT, LLC | DENVER | 234791 | $170.4M | 2 | 2026-02-28 | → |
| 39 | ASSET MANAGEMENT GROUP INVESTMENT CORP. | GREENWOOD VILLAGE | 168369 | $151.2M | 2 | 2025-12-31 | → |
| 40 | PALLER FINANCIAL SERVICES, INC. | CENTENNIAL | 161531 | $147.9M | 6 | 2026-02-28 | → |
| 41 | SUMMIT HILL WEALTH MANAGEMENT, LLC | GREENWOOD VILLAGE | 296740 | $145.7M | 4 | 2026-02-28 | → |
| 42 | CREDENTIALED WEALTH ADVISORS, LLC | JOHNSTOWN | 312517 | $139.8M | 4 | 2026-02-28 | → |
| 43 | TNL ASSET MANAGEMENT LLC | BOULDER | 137419 | $139.3M | 4 | 2026-02-28 | → |
| 44 | LOYD FINANCIAL MANAGEMENT INC. | CENTENNIAL | 112236 | $133.5M | 2 | 2026-02-28 | → |
| 45 | AVERA CAPITAL WEALTH MANAGEMENT, LLC | GRAND JUNCTION | 315089 | $132.7M | 5 | 2025-02-28 | → |
| 46 | DIVERSIFIED ASSET MANAGEMENT, INC. | BOULDER | 112743 | $126.4M | 2 | 2025-01-31 | → |
| 47 | PETERSON FINANCIAL SERVICES LLC | DENVER | 106127 | $124.0M | 2 | 2026-02-28 | → |
| 48 | CORETACTIC STRATEGIES | EVERGREEN | 289567 | $121.0M | 2 | 2025-04-30 | → |
| 49 | WEALTH ENGINEERS, LLC | DENVER | 168578 | $117.6M | 2 | 2026-02-28 | → |
| 50 | FINANCIAL MOUNTAIN INC | BOULDER | 108489 | $111.3M | 2 | 2025-12-31 | → |
| 51 | PEAK FINANCIAL MANAGEMENT, INC. | BROOMFIELD | 281223 | $109.4M | 4 | 2026-02-28 | → |
| 52 | INNOVATIVE FINANCIAL, LLC | LAKEWOOD | 127469 | $105.3M | 3 | 2026-02-28 | → |
| 53 | SYNERGY CAPITAL OF COLORADO LLC | FORT COLLINS | 334117 | $98.8M | 2 | 2026-02-28 | → |
| 54 | ATHENAINVEST ADVISORS LLC | GREENWOOD VILLAGE | 146224 | $80.4M | 5 | 2025-03-31 | → |
| 55 | ROCKY MOUNTAIN LIFT ASSET MANAGEMENT LLC | ENGLEWOOD | 332481 | $25.2M | 3 | 2025-01-31 | → |
| 56 | AXCENT PRIVATE CAPITAL, LLC | ENGLEWOOD | 286031 | $4.4M | 2 | 2025-03-31 | → |
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