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Research Report · 2026-06-30

Largest Registered Investment Advisers in Denver

Denver SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.

Firms
147
Total AUM
$896.96B
Median AUM
$569.9M
Latest Filing
2026-06-30
← PreviousPage 2 of 2 · 147 firmsNext →
Rank↕Firm NameCityCRD↕AUM↕Employees↕Latest Filing
101BEAR CREEK FUND ADVISORS LLCDENVER329844$282.5M122026-05-31→
102HIGGINS & SCHMIDT WEALTH STRATEGIES LLCDENVER286063$279.5M62026-03-31→
103PEAK FINANCIAL ADVISORS, LLCDENVER115207$268.8M32026-03-31→
104BRUCE G. ALLEN INVESTMENTS, LLCDENVER287859$258.1M22026-03-31→
105COLORADO WEALTH GROUP, LLCDENVER310024$235.3M112025-12-31→
106SEVENTWO LLCDENVER328900$230.4M72026-06-30→
107ARROWMARK ASSET MANAGEMENT, LLCDENVER307161$224.4M52026-03-31→
108THORNBURG BOW RIVER ADVISERS, LLC.DENVER332879$224.2M292026-05-31→
109HIGHPASS ASSET MANAGEMENT LLCDENVER159535$218.2M22026-05-31→
110ALTIUS FINANCIAL, INC.DENVER113268$212.2M32026-03-31→
111CAPITAL ASSET MANAGEMENT, LLCDENVER284505$208.8M52026-03-31→
112MERCER ADVISORS PRIVATE ASSET MANAGEMENT, INC.DENVER327830$205.6M12026-06-30→
113SANCTUARY WEALTH ADVISORS LLCDENVER285428$191.5M22026-03-31→
114VANGUARD CAPITAL WEALTH ADVISORS, LLCDENVER285052$190.4M52026-03-31→
115ROCKWOOD EQUITY PARTNERS LLCDENVER163846$189.8M132026-03-31→
116CDKV HOLDINGS LLCDENVER299856$187.5M22026-03-31→
117BULLSEYE ASSET MANAGEMENT LLCDENVER153990$183.9M22026-06-30→
118HOFFMANN HERMANSON LLCDENVER130484$183.0M22026-04-30→
119LION EQUITY INVESTMENT ADVISORS, LLCDENVER283404$173.5M122026-03-31→
120WEST END WEALTH MANAGEMENT, LLCDENVER234791$170.4M22026-02-28→
121LARIMER CAPITAL CORPDENVER18189$169.9M42026-03-31→
122TRG INVESTMENT ADVISORS, LLCDENVER315629$167.1M62026-05-31→
123COLLIER FINANCIAL, INCDENVER175207$160.5M22026-03-31→
124VENTANA PRIVATE WEALTH LLCDENVER311878$158.6M32026-03-31→
125LOTUSGROUP CAPITAL, LLCDENVER298973$156.7M82026-05-31→
126BUTLER FINANCIAL SERVICES, INC.DENVER118244$154.7M42026-03-31→
127INFINIUM INVESTMENT ADVISORS, LLCDENVER149123$152.4M22026-05-31→
128HORIZON WEALTH INVESTMENT SOLUTIONS LLCDENVER333752$147.2M72026-05-31→
129PROTOCOL WEALTH, LLCDENVER335298$127.1M32026-04-30→
130PETERSON FINANCIAL SERVICES LLCDENVER106127$124.0M22026-02-28→
131ASCENTRIS, LLCDENVER154814$121.8M302026-03-31→
132SENECA CAPITAL MANAGEMENT, LLCDENVER288206$120.0M12026-03-31→
133WALNUT LEVEL CAPITAL LLCDENVER307942$119.2M32026-06-30→
134NOBLE WEALTH PARTNERS, LLCDENVER298396$118.5M32026-04-30→
135WEALTH ENGINEERS, LLCDENVER168578$117.6M22026-02-28→
136COLUMBIA BENEFITS, LLCDENVER132261$116.2M12026-03-31→
137ALPINE WEALTH ADVISORS, LLCDENVER105433$115.7M12026-03-31→
138325 FILLMORE LLCDENVER287625$103.8M22026-03-31→
139GSSG SOLAR, LLCDENVER307493$103.4M312026-03-31→
140ISRAEL INVESTMENT ADVISORS, LLCDENVER153952$96.3M42026-03-31→
141MUTUAL FUND PROTECTION SERVICEDENVER115961$90.9M32026-05-31→
142MEKETA CAPITAL, LLCDENVER328303$83.0M322026-03-31→
143KELLY STRATEGIC MANAGEMENT, LLCDENVER315259$81.7M42026-03-31→
144INVESTMENT RESEARCH CORPDENVER108208$76.3M212026-03-31→
145WORLD CAPITAL ADVISORS, LLCDENVER135941$72.0M12026-03-31→
146SWEET INTELLIGENCE INCDENVER342227$25.0M302026-05-31→
147CLASS VI VENTURES, LLCDENVER328904$14.9M32026-03-31→

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Sleeve147 firms · 2026-06-30