Research Report · 2026-06-30
Institutional Registered Investment Advisers in Colorado
SEC-registered investment advisers in Colorado ranked by reported institutional client assets.
Firms
211
Total AUM
$1.10T
Median AUM
$416.8M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | JANUS HENDERSON INVESTORS US LLC | DENVER | 104652 | $380.43B | 1,013 | 2026-06-30 | → |
| 2 | EMPOWER ADVISORY GROUP, LLC | GREENWOOD VILLAGE | 112058 | $195.43B | 8,051 | 2026-06-30 | → |
| 3 | EMPOWER CAPITAL MANAGEMENT, LLC | GREENWOOD VILLAGE | 107272 | $77.96B | 319 | 2026-03-31 | → |
| 4 | PUBLIC TRUST ADVISORS, LLC | DENVER | 159189 | $104.24B | 157 | 2026-04-30 | → |
| 5 | MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC | GREENWOOD VILLAGE | 149122 | $14.73B | 52 | 2026-06-30 | → |
| 6 | MERCER GLOBAL ADVISORS INC. | DENVER | 147363 | $84.40B | 1,429 | 2026-05-31 | → |
| 7 | BEAR CREEK ASSET MANAGEMENT, LLC | DENVER | 137677 | $5.19B | 8 | 2026-03-31 | → |
| 8 | IMA ADVISORY SERVICES, INC. | DENVER | 112091 | $3.90B | 50 | 2026-05-31 | → |
| 9 | UX WEALTH PARTNERS LLC | CENTENNIAL | 308983 | $1.87B | 7 | 2026-06-30 | → |
| 10 | NZS CAPITAL LLC | DENVER | 305093 | $4.06B | 9 | 2026-04-30 | → |
| 11 | ALPS ADVISORS, INC. | DENVER | 134340 | $38.83B | 73 | 2026-03-31 | → |
| 12 | ARROWMARK COLORADO HOLDINGS, LLC | DENVER | 149120 | $21.02B | 95 | 2026-03-31 | → |
| 13 | FI401K ADVISORS, LLC | CENTENNIAL | 168408 | $915.0M | 2 | 2026-01-31 | → |
| 14 | BUCK WEALTH STRATEGIES, LLC | DENVER | 322138 | $1.64B | 102 | 2026-06-30 | → |
| 15 | TRANSFORM WEALTH, LLC. | GREENWOOD VILLAGE | 283403 | $3.38B | 31 | 2025-03-31 | → |
| 16 | ALPHA CAPITAL MANAGEMENT GROUP LLC | DENVER | 283624 | $734.4M | 3 | 2026-03-31 | → |
| 17 | BOK FINANCIAL PRIVATE WEALTH, INC. | DENVER | 106733 | $3.72B | 37 | 2026-03-31 | → |
| 18 | WALKER & DUNLOP INVESTMENT PARTNERS, INC. | DENVER | 165022 | $2.70B | 36 | 2026-03-31 | → |
| 19 | CCM PARTNERS, LP | DENVER | 104720 | $6.52B | 48 | 2026-05-31 | → |
| 20 | NORTHWOOD INVESTORS LLC | DENVER | 161406 | $8.97B | 107 | 2026-03-31 | → |
| 21 | CAMBIAR INVESTORS, LLC | DENVER | 115093 | $2.92B | 28 | 2026-03-31 | → |
| 22 | PVG ASSET MANAGEMENT CORP | CENTENNIAL | 105541 | $624.9M | 9 | 2026-05-31 | → |
| 23 | MARSICO CAPITAL MANAGEMENT, LLC | DENVER | 109250 | $4.26B | 26 | 2026-05-31 | → |
| 24 | MAXQ ASSET MANAGEMENT LLC | GREENWOOD VILLAGE | 336560 | $407.7M | 1 | 2026-03-31 | → |
| 25 | WESTERN WEALTH MANAGEMENT LLC | GOLDEN | 283545 | $5.36B | 98 | 2026-06-30 | → |
| 26 | OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | ASPEN | 110069 | $3.03B | 31 | 2026-04-30 | → |
| 27 | MICA CREEK CAPITAL LLC | STEAMBOAT SPRINGS | 325642 | $300.5M | 4 | 2026-06-30 | → |
| 28 | AVEO CAPITAL PARTNERS, LLC | ENGLEWOOD | 157728 | $1.64B | 27 | 2025-04-30 | → |
| 29 | BESPOKE ADVISORY LLC | EVERGREEN | 323909 | $284.0M | 9 | 2026-04-30 | → |
| 30 | SEMPER AUGUSTUS INVESTMENTS GROUP LLC | HIGHLANDS RANCH | 108153 | $982.2M | 9 | 2026-03-31 | → |
| 31 | GENEOS WEALTH MANAGEMENT, INC. | ENGLEWOOD | 120894 | $9.22B | 200 | 2026-04-30 | → |
| 32 | NILSINE PARTNERS, LLC | GREENWOOD VILLAGE | 315694 | $1.88B | 18 | 2026-03-31 | → |
| 33 | SPRUCEVIEW CAPITAL PARTNERS LLC | DENVER | 171963 | $2.34B | 25 | 2026-03-31 | → |
| 34 | ELEVATION POINT WEALTH PARTNERS, LLC | DENVER | 137068 | $8.29B | 91 | 2026-06-30 | → |
| 35 | BRUNI J V & CO | COLORADO SPRINGS | 106644 | $1.10B | 5 | 2026-03-31 | → |
| 36 | WAKEFIELD WEALTH MANAGEMENT, LLLP | ENGLEWOOD | 173997 | $512.9M | 10 | 2026-03-31 | → |
| 37 | CONSILIUM, LLC | BOULDER | 304503 | $215.0M | 1 | 2026-03-31 | → |
| 38 | FOCUSED ALPHA, LLC | GREENWOOD VILLAGE | 310591 | $663.9M | 8 | 2026-03-31 | → |
| 39 | GILL CAPITAL PARTNERS, LLC | DENVER | 14559 | $862.4M | 17 | 2026-03-31 | → |
| 40 | PCM ENCORE, LLC | ASPEN | 333127 | $1.94B | 16 | 2026-06-30 | → |
| 41 | BULLSEYE ASSET MANAGEMENT LLC | DENVER | 153990 | $183.9M | 2 | 2026-06-30 | → |
| 42 | ALIGN IMPACT, LLC | DENVER | 176516 | $715.4M | 20 | 2026-04-30 | → |
| 43 | STORDAHL CAPITAL MANAGEMENT, INC. | GREENWOOD VILLAGE | 287916 | $675.9M | 11 | 2026-03-31 | → |
| 44 | UNITING WEALTH PARTNERS LLC | DENVER | 332317 | $934.6M | 23 | 2026-06-30 | → |
| 45 | FAMILY FINANCIAL SOLUTIONS GROUP, LLC | DURANGO | 172725 | $500.7M | 1 | 2026-03-31 | → |
| 46 | WAKEFIELD ASSET MANAGEMENT, LLLP | ENGLEWOOD | 143720 | $454.0M | 11 | 2026-03-31 | → |
| 47 | HEIRLOOM WEALTH MANAGEMENT LLC | GREENWOOD VILLAGE | 292277 | $1.11B | 18 | 2026-04-30 | → |
| 48 | CORUNDUM GROUP, INC. | COLORADO SPRINGS | 106490 | $1.69B | 12 | 2026-05-31 | → |
| 49 | APPLIED QUANTITATIVE INVESTMENTS LLC | LONE TREE | 339159 | $107.9M | 11 | 2026-06-30 | → |
| 50 | SHARKEY HOWES & JAVER INC | DENVER | 106050 | $1.13B | 14 | 2026-04-30 | → |
| 51 | TILLMAN HARTLEY LLC | DENVER | 109479 | $746.3M | 5 | 2026-03-31 | → |
| 52 | TOWLE & CO | DENVER | 110862 | $473.7M | 9 | 2026-06-30 | → |
| 53 | CAPITAL INVESTMENT COUNSEL, LLC | DENVER | 328472 | $1.35B | 8 | 2026-03-31 | → |
| 54 | BLUE SKY ASSET MANAGEMENT, LLC | ENGLEWOOD | 167686 | $98.6M | 1 | 2026-03-31 | → |
| 55 | RAMSAY STATTMAN VELA & PRICE INC | COLORADO SPRINGS | 105156 | $778.5M | 7 | 2026-01-31 | → |
| 56 | CRESALTA INVESTMENT MANAGEMENT, INC. | GREENWOOD VILLAGE | 339872 | $323.4M | 5 | 2026-06-30 | → |
| 57 | CEDRUS HOLDING CO, LLC | LITTLETON | 312878 | $651.1M | 17 | 2025-02-28 | → |
| 58 | WYNKOOP LLC | GREENWOOD VILLAGE | 150018 | $1.22B | 7 | 2026-06-30 | → |
| 59 | MICHAUD CAPITAL MANAGEMENT LLC | DENVER | 159828 | $2.44B | 19 | 2026-03-31 | → |
| 60 | INVESTMENT MANAGEMENT ASSOCIATES, INC. | GREENWOOD VILLAGE | 110900 | $810.0M | 8 | 2026-05-31 | → |
| 61 | JACKSON CREEK INVESTMENT ADVISORS LLC | CASTLE ROCK | 309116 | $349.0M | 6 | 2026-03-31 | → |
| 62 | THREE PEAKS CAPITAL MANAGEMENT, LLC | CASTLE ROCK | 127402 | $222.9M | 5 | 2026-03-31 | → |
| 63 | ELK RIVER WEALTH MANAGEMENT LLC | DENVER | 307263 | $971.3M | 11 | 2026-02-28 | → |
| 64 | RCF MANAGEMENT, LLC | DENVER | 161007 | $1.76B | 49 | 2026-03-31 | → |
| 65 | GREEN ALPHA ADVISORS, LLC | NIWOT | 144413 | $253.9M | 4 | 2026-06-30 | → |
| 66 | TUCKER ASSET MANAGEMENT LLC | LITTLETON | 174844 | $603.6M | 80 | 2026-06-30 | → |
| 67 | CASCADE INVESTMENT GROUP, INC. | COLORADO SPRINGS | 35844 | $419.9M | 6 | 2026-03-31 | → |
| 68 | COSNER FINANCIAL GROUP, LLC | WINDSOR | 147942 | $369.8M | 5 | 2026-02-28 | → |
| 69 | ADVISORS ASSET MANAGEMENT, INC. | MONUMENT | 46727 | $2.21B | 255 | 2026-03-31 | → |
| 70 | THE STONE CREEK GROUP, LLC | ENGLEWOOD | 182512 | $250.6M | 5 | 2026-05-31 | → |
| 71 | DENVER PWM, LLC | DENVER | 171139 | $524.4M | 6 | 2026-03-31 | → |
| 72 | BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION | BOULDER | 107485 | $2.24B | 27 | 2026-05-31 | → |
| 73 | COLLEGIATE PEAKS ASSET MANAGEMENT, LLC | DENVER | 322086 | $365.1M | 3 | 2026-03-31 | → |
| 74 | ATHENAINVEST ADVISORS LLC | GREENWOOD VILLAGE | 146224 | $80.4M | 5 | 2025-03-31 | → |
| 75 | COHESION WEALTH MANAGEMENT, LLC | BROOMFIELD | 308980 | $171.0M | 5 | 2026-03-31 | → |
| 76 | GHP INVESTMENT ADVISORS INC | DENVER | 107563 | $3.06B | 25 | 2026-03-31 | → |
| 77 | 1888 INVESTMENTS, LLC | DENVER | 312491 | $5.91B | 13 | 2026-03-31 | → |
| 78 | KEYSTONE GLOBAL PARTNERS LLC | DENVER | 153147 | $580.5M | 4 | 2026-04-30 | → |
| 79 | TANDEM FINANCIAL, LLC | GREENWOOD VILLAGE | 292565 | $541.8M | 6 | 2026-06-30 | → |
| 80 | VISION RIDGE PARTNERS, LLC | BOULDER | 174836 | $6.11B | 35 | 2026-05-31 | → |
| 81 | BONFIRE FINANCIAL, LLC | COLORADO SPRINGS | 288522 | $234.0M | 4 | 2026-05-31 | → |
| 82 | CAPITAL ASSET MANAGEMENT, LLC | DENVER | 284505 | $208.8M | 5 | 2026-03-31 | → |
| 83 | GROWSTRONG WEALTH STRATEGIES, LLC | FORT COLLINS | 308299 | $127.0M | 3 | 2026-06-30 | → |
| 84 | GPS WEALTH STRATEGIES GROUP, LLC | CENTENNIAL | 285507 | $1.42B | 5 | 2025-12-31 | → |
| 85 | PEAK ASSET MANAGEMENT, LLC | LOUISVILLE | 106944 | $1.01B | 16 | 2026-03-31 | → |
| 86 | WAMBOLT & ASSOCIATES, LLC | LITTLETON | 153454 | $586.8M | 13 | 2025-03-31 | → |
| 87 | 56 CAPITAL PARTNERS, LTD | COLORADO SPRINGS | 290938 | $113.3M | 3 | 2026-06-30 | → |
| 88 | ROSEL WEALTH MANAGEMENT, LLC | HIGHLANDS RANCH | 291065 | $630.2M | 4 | 2026-04-30 | → |
| 89 | ROSECAP INVESTMENT ADVISORS, LLC | GRAND JUNCTION | 152054 | $527.5M | 8 | 2026-03-31 | → |
| 90 | TRIUMPH CAPITAL MANAGEMENT | DENVER | 282814 | $645.6M | 18 | 2026-03-31 | → |
| 91 | GALLACHER CAPITAL LLC | LONE TREE | 339154 | $111.1M | 12 | 2026-06-30 | → |
| 92 | AVERA CAPITAL WEALTH MANAGEMENT, LLC | GRAND JUNCTION | 315089 | $132.7M | 5 | 2025-02-28 | → |
| 93 | TRAIL RIDGE INVESTMENT ADVISORS, LLC | FORT COLLINS | 284741 | $352.9M | 11 | 2026-03-31 | → |
| 94 | SEAMOUNT FINANCIAL GROUP INC | COLORADO SPRINGS | 107834 | $745.2M | 10 | 2026-03-31 | → |
| 95 | DODDS WEALTH, LLC | GREENWOOD VILLAGE | 323632 | $706.2M | 11 | 2026-05-31 | → |
| 96 | CIMARRON WEALTH MANAGEMENT, INC. | MONTROSE | 299627 | $327.3M | 14 | 2026-05-31 | → |
| 97 | SYNERGY CAPITAL OF COLORADO LLC | FORT COLLINS | 334117 | $98.8M | 2 | 2026-02-28 | → |
| 98 | JOHNSON FINANCIAL GROUP LLC | DENVER | 125101 | $4.53B | 62 | 2026-05-31 | → |
| 99 | COLUMBIA BENEFITS, LLC | DENVER | 132261 | $116.2M | 1 | 2026-03-31 | → |
| 100 | COLORADO CAPITAL MANAGEMENT, INC. | BOULDER | 114011 | $638.4M | 10 | 2026-02-28 | → |
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