Research Report · 2026-06-30
Institutional Registered Investment Advisers in the Mountain West
SEC-registered investment advisers in the Mountain West ranked by reported institutional client assets.
Firms
433
Total AUM
$1.44T
Median AUM
$385.0M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 201 | TRIUMPH CAPITAL MANAGEMENT | DENVER | 282814 | $645.6M | 18 | 2026-03-31 | → |
| 202 | DOCEO WEALTH, LLC | MERIDIAN | 310415 | $274.0M | 7 | 2026-03-31 | → |
| 203 | GALLACHER CAPITAL LLC | LONE TREE | 339154 | $111.1M | 12 | 2026-06-30 | → |
| 204 | WOOD TARVER FINANCIAL GROUP, LLC | BOISE | 298793 | $489.0M | 5 | 2026-04-30 | → |
| 205 | SUN VALLEY GOLD LLC | KETCHUM | 108858 | $87.0M | 3 | 2025-06-30 | → |
| 206 | THE PROFESSIONAL FINANCIAL COMPANY LLC | OREM | 286419 | $246.1M | 7 | 2026-03-31 | → |
| 207 | STRATEGIC PLANNING GROUP, LLC | BOUNTIFUL | 113844 | $910.3M | 20 | 2026-03-31 | → |
| 208 | AVERA CAPITAL WEALTH MANAGEMENT, LLC | GRAND JUNCTION | 315089 | $132.7M | 5 | 2025-02-28 | → |
| 209 | B.O.S.S. RETIREMENT ADVISORS, LLC | LEHI | 171143 | $1.38B | 87 | 2026-04-30 | → |
| 210 | TRAIL RIDGE INVESTMENT ADVISORS, LLC | FORT COLLINS | 284741 | $352.9M | 11 | 2026-03-31 | → |
| 211 | SEAMOUNT FINANCIAL GROUP INC | COLORADO SPRINGS | 107834 | $745.2M | 10 | 2026-03-31 | → |
| 212 | THE HELMSTAR GROUP, LLC | BOISE | 145074 | $785.6M | 13 | 2026-03-31 | → |
| 213 | PETERSON ROGERS PRIVATE WEALTH, LLC | SALT LAKE CITY | 324001 | $177.1M | 4 | 2026-03-31 | → |
| 214 | DODDS WEALTH, LLC | GREENWOOD VILLAGE | 323632 | $706.2M | 11 | 2026-05-31 | → |
| 215 | CIMARRON WEALTH MANAGEMENT, INC. | MONTROSE | 299627 | $327.3M | 14 | 2026-05-31 | → |
| 216 | WILLOW CREEK CAPITAL MANAGEMENT, INC. | MISSOULA | 333911 | $280.0M | 4 | 2026-05-31 | → |
| 217 | SYNERGY CAPITAL OF COLORADO LLC | FORT COLLINS | 334117 | $98.8M | 2 | 2026-02-28 | → |
| 218 | BLUE BARN WEALTH, LLC | OREM | 107202 | $317.1M | 9 | 2026-02-28 | → |
| 219 | WINANS INTERNATIONAL | LAS VEGAS | 107125 | $305.6M | 4 | 2026-02-28 | → |
| 220 | SCRATCH CAPITAL LLC | BOISE | 318835 | $230.1M | 4 | 2026-03-31 | → |
| 221 | JOHNSON FINANCIAL GROUP LLC | DENVER | 125101 | $4.53B | 62 | 2026-05-31 | → |
| 222 | COLUMBIA BENEFITS, LLC | DENVER | 132261 | $116.2M | 1 | 2026-03-31 | → |
| 223 | COLORADO CAPITAL MANAGEMENT, INC. | BOULDER | 114011 | $638.4M | 10 | 2026-02-28 | → |
| 224 | HOLM & CAWLEY FINANCIAL GROUP LLC | LAS VEGAS | 150601 | $128.8M | 5 | 2026-03-31 | → |
| 225 | BLACK SWIFT GROUP, LLC | BOULDER | 286084 | $694.1M | 9 | 2026-03-31 | → |
| 226 | THE MILLSTONE EVANS GROUP, LLC | BOULDER | 311142 | $893.3M | 8 | 2026-05-31 | → |
| 227 | AQUIRE WEALTH ADVISORS, LLC | SALT LAKE CITY | 149559 | $504.0M | 24 | 2026-06-30 | → |
| 228 | KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC. | HIGHLANDS RANCH | 298353 | $813.4M | 10 | 2026-04-30 | → |
| 229 | SANCTUARY WEALTH ADVISORS LLC | DENVER | 285428 | $191.5M | 2 | 2026-03-31 | → |
| 230 | AMERICAN INDEPENDENT SECURITIES GROUP, LLC | EAGLE | 135288 | $986.3M | 49 | 2026-03-31 | → |
| 231 | THE WEALTH CONSERVANCY, INC. | BOULDER | 112024 | $260.0M | 6 | 2026-02-28 | → |
| 232 | JUPITER WEALTH MANAGEMENT, LLC | GLENDALE | 299220 | $416.8M | 4 | 2026-03-31 | → |
| 233 | LEGACY WEALTH MANAGEMENT, LLC | BOISE | 174767 | $629.0M | 39 | 2026-05-31 | → |
| 234 | AG FINANCIAL, LLC | SALT LAKE CITY | 140226 | $103.5M | 2 | 2026-02-28 | → |
| 235 | MATTERN CAPITAL MANAGEMENT, LLC | LAKEWOOD | 299342 | $1.07B | 9 | 2026-03-31 | → |
| 236 | ECHELONS CAPITAL, LLC | PARK CITY | 325781 | $174.4M | 2 | 2026-03-31 | → |
| 237 | FIRST AFFIRMATIVE FINANCIAL NETWORK LLC | COLORADO SPRINGS | 109036 | $905.2M | 23 | 2026-05-31 | → |
| 238 | ARCADIA INVESTMENT ADVISORS, LLC | EAGLE | 109590 | $345.8M | 6 | 2026-02-28 | → |
| 239 | PLANWISER FINANCIAL, LLC | COLORADO SPRINGS | 331675 | $169.1M | 4 | 2026-03-31 | → |
| 240 | QUISH & CO. LLC | BOULDER | 146212 | $154.2M | 1 | 2026-03-31 | → |
| 241 | SYNERGY FINANCIAL PARTNERS, LLC | DENVER | 305287 | $308.7M | 5 | 2026-03-31 | → |
| 242 | SEVEN CANYONS ADVISORS, LLC | SALT LAKE CITY | 290334 | $90.0M | 6 | 2026-05-31 | → |
| 243 | INSTITUTE FOR WEALTH MANAGEMENT LLC | DENVER | 127207 | $1.37B | 19 | 2026-06-30 | → |
| 244 | EDGEROCK CAPITAL LLC | DENVER | 312325 | $578.9M | 20 | 2026-06-30 | → |
| 245 | TRACTION FINANCIAL PARTNERS, LLC | ENCAMPMENT | 315215 | $288.4M | 9 | 2026-03-31 | → |
| 246 | FIGURE 8 INVESTMENT STRATEGIES LLC | BOISE | 282973 | $233.4M | 7 | 2026-03-31 | → |
| 247 | RIGGS CAPITAL MANAGEMENT, LLC | AMERICAN FORK | 120253 | $306.8M | 8 | 2025-02-28 | → |
| 248 | ALJIAN CAPITAL MANAGEMENT, LLC | CARSON CITY | 167381 | $627.8M | 3 | 2026-03-31 | → |
| 249 | RED MOUNTAIN FINANCIAL PARTNERS, LLC | DURANGO | 174672 | $225.6M | 3 | 2026-03-31 | → |
| 250 | SLAYTON LEWIS INC | SALT LAKE CITY | 114596 | $334.4M | 5 | 2026-03-31 | → |
| 251 | JRS WEALTH MANAGEMENT LLC | SOUTH JORDAN | 306294 | $135.0M | 5 | 2026-02-28 | → |
| 252 | CAPITAL FINANCIAL GROUP, INC. | LITTLETON | 111709 | $237.4M | 5 | 2026-04-30 | → |
| 253 | ACORN CREEK CAPITAL LLC | FORT COLLINS | 325809 | $488.7M | 5 | 2026-01-31 | → |
| 254 | DECATHLON CAPITAL MANAGEMENT II, LLC | PARK CITY | 175030 | $266.7M | 13 | 2026-03-31 | → |
| 255 | WILLIAMS AND SCHILLER WEALTH MANAGEMENT, LLC | SANDPOINT | 143049 | $120.7M | 2 | 2026-03-31 | → |
| 256 | PRUDENT MAN INVESTMENT MANAGEMENT INC | LOUSIVILLE | 104574 | $390.2M | 4 | 2026-03-31 | → |
| 257 | KRM WEALTH MANAGEMENT L.L.C. | RENO | 173929 | $264.7M | 4 | 2026-03-31 | → |
| 258 | IMPACT CAPITAL PARTNERS LLC | GREENWOOD VILLAGE | 329616 | $625.6M | 5 | 2026-03-31 | → |
| 259 | INSPIRE ADVISORS, LLC | MERIDIAN | 300279 | $1.33B | 63 | 2026-06-30 | → |
| 260 | KILTERHOWLING LLC | BOULDER | 169684 | $292.9M | 4 | 2026-03-31 | → |
| 261 | MCBROOM & ASSOCIATES, LLC | LAS VEGAS | 151187 | $242.1M | 4 | 2026-05-31 | → |
| 262 | BACKBONE PLANNING PARTNERS LLC | LAS VEGAS | 326699 | $98.4M | 4 | 2026-06-30 | → |
| 263 | CORETACTIC STRATEGIES | EVERGREEN | 289567 | $121.0M | 2 | 2025-04-30 | → |
| 264 | CRUSONIA WEALTH ADVISORS LLC | DENVER | 330057 | $1.18B | 20 | 2026-03-31 | → |
| 265 | COLORADO WEALTH GROUP, LLC | DENVER | 310024 | $235.3M | 11 | 2025-12-31 | → |
| 266 | BRANZAN INVESTMENT ADVISORS, INC. | LITTLETON | 120783 | $114.8M | 6 | 2026-05-31 | → |
| 267 | ALTIUS FINANCIAL, INC. | DENVER | 113268 | $212.2M | 3 | 2026-03-31 | → |
| 268 | CYPRESS CAPITAL MANAGEMENT, LLC | SHERIDAN | 130401 | $121.7M | 4 | 2026-03-31 | → |
| 269 | TRG INVESTMENT ADVISORS, LLC | DENVER | 315629 | $167.1M | 6 | 2026-05-31 | → |
| 270 | PACIFIC PEAK ADVISORS, LLC | KETCHUM | 326711 | $223.7M | 2 | 2026-06-30 | → |
| 271 | CRESCAT PORTFOLIO MANAGEMENT LLC | DENVER | 139620 | $536.1M | 10 | 2026-03-31 | → |
| 272 | ESSENTIAL INVESTMENT PARTNERS, LLC | ENGLEWOOD | 149509 | $223.0M | 3 | 2026-03-31 | → |
| 273 | PEAK CAPITAL MANAGEMENT, LLC | GREENWOOD VILLAGE | 141488 | $165.2M | 5 | 2026-03-31 | → |
| 274 | INTENTIONAL WEALTH STRATEGIES | COLORADO SPRINGS | 327743 | $171.3M | 4 | 2026-03-31 | → |
| 275 | RILEY S. CROSBIE ADVISORY, LLC | LOGAN | 336507 | $118.9M | 3 | 2026-06-30 | → |
| 276 | ALPHA CAPITAL FAMILY OFFICE, LLC | GREENWOOD VILLAGE | 307521 | $295.9M | 15 | 2026-06-30 | → |
| 277 | ONYX FINANCIAL ADVISORS, LLC | IDAHO FALLS | 134881 | $506.4M | 10 | 2026-02-28 | → |
| 278 | SPRINKLE FINANCIAL CONSULTANTS LLC | LITTLETON | 112227 | $926.1M | 8 | 2026-03-31 | → |
| 279 | TENCAP WEALTH COACHING, LLC | SOUTH JORDAN | 166130 | $285.0M | 7 | 2026-03-31 | → |
| 280 | DIAZO, LLC | HENDERSON | 324419 | $221.6M | 9 | 2026-03-31 | → |
| 281 | ALTUS WEALTH GROUP, LLC | COLORADO SPRINGS | 287848 | $620.1M | 7 | 2026-06-30 | → |
| 282 | PROVIDENT LIVING FINANCIAL SERVICES, INC. | LEHI | 282665 | $158.1M | 3 | 2026-03-31 | → |
| 283 | VERITAS WEALTH MANAGEMENT, LLC | SALT LAKE CITY | 160600 | $135.8M | 1 | 2026-02-28 | → |
| 284 | CLASS VI FAMILY OFFICE, LLC | DENVER | 285035 | $1.50B | 9 | 2026-02-28 | → |
| 285 | GILPIN WEALTH MANAGEMENT LLC | GOLDEN | 311336 | $227.2M | 4 | 2026-03-31 | → |
| 286 | BETO FINANCIAL GROUP, LLC | BOISE | 307546 | $328.8M | 7 | 2026-04-30 | → |
| 287 | GLADIUS CAPITAL MANAGEMENT LP | PARK CITY | 152023 | $2.88B | 14 | 2026-03-31 | → |
| 288 | NEW MILLENNIUM GROUP, LLC | SANDY | 299249 | $257.0M | 18 | 2026-04-30 | → |
| 289 | SUMMIT WEALTH & RETIREMENT PLANNING, INC. | EAGLE | 285972 | $978.1M | 12 | 2026-03-31 | → |
| 290 | BERKELEY, INC | BOISE | 117667 | $573.9M | 6 | 2026-02-28 | → |
| 291 | BASON ASSET MANAGEMENT LLC | LAKEWOOD | 165450 | $848.8M | 2 | 2026-02-28 | → |
| 292 | LARSON WILLIAMS WEALTH ADVISORS, LLC | CEDAR CITY | 311414 | $140.0M | 2 | 2026-03-31 | → |
| 293 | RIGDEN ENTERPRISES | ENGLEWOOD | 326930 | $168.9M | 6 | 2026-06-30 | → |
| 294 | OWL CREEK WEALTH PARTNERS LLC | DENVER | 331850 | $602.3M | 5 | 2026-06-30 | → |
| 295 | TETON WEALTH GROUP LLC | MURRAY | 311230 | $204.0M | 24 | 2026-03-31 | → |
| 296 | EVERGREEN PRIVATE WEALTH LLC | GREENWOOD VILLAGE | 324777 | $264.7M | 4 | 2026-02-28 | → |
| 297 | JPL WEALTH MANAGEMENT, LLC | GREENWOOD VILLAGE | 328474 | $587.9M | 6 | 2026-03-31 | → |
| 298 | ISRAEL INVESTMENT ADVISORS, LLC | DENVER | 153952 | $96.3M | 4 | 2026-03-31 | → |
| 299 | WEALTH FOUNDATIONS PARTNERS, LLC | SALT LAKE CITY | 330999 | $110.5M | 11 | 2026-06-30 | → |
| 300 | THREE SEASONS WEALTH | SALT LAKE CITY | 326517 | $1.23B | 14 | 2026-03-31 | → |
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