Research Report · 2026-06-30
Largest Registered Investment Advisers in the Mountain West
SEC-registered investment advisers based in the Mountain West ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
700
Total AUM
$1.80T
Median AUM
$337.6M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 601 | GROWSTRONG WEALTH STRATEGIES, LLC | FORT COLLINS | 308299 | $127.0M | 3 | 2026-06-30 | → |
| 602 | COPPERLINE WEALTH MANAGEMENT & PLANNING | CODY | 335796 | $126.6M | 3 | 2026-03-31 | → |
| 603 | DIVERSIFIED ASSET MANAGEMENT, INC. | BOULDER | 112743 | $126.4M | 2 | 2025-01-31 | → |
| 604 | OAK STREET INVESTMENT ADVISORS, LLC | GREENWOOD VILLAGE | 288019 | $125.5M | 1 | 2026-03-31 | → |
| 605 | LONE PEAK ADVISERS, LLC | DRAPER | 296772 | $125.4M | 8 | 2026-03-31 | → |
| 606 | APO FINANCIAL SERVICES, LLC | WESTMINSTER | 297647 | $124.3M | 7 | 2026-04-30 | → |
| 607 | PETERSON FINANCIAL SERVICES LLC | DENVER | 106127 | $124.0M | 2 | 2026-02-28 | → |
| 608 | PEACE OF MIND FINANCIAL, INC | COLORADO SPRINGS | 289067 | $123.6M | 5 | 2026-03-31 | → |
| 609 | INTEGRA FINANCIAL, INC. | GREENWOOD VILLAGE | 113422 | $123.4M | 5 | 2026-03-31 | → |
| 610 | O'DOMHNAILL ENTERPRISES, INC. | CODY | 323384 | $123.3M | 6 | 2026-02-28 | → |
| 611 | SENIOR TAX ADVISORY GROUP, INC | COLORADO SPRINGS | 318058 | $122.8M | 6 | 2026-03-31 | → |
| 612 | ASCENTRIS, LLC | DENVER | 154814 | $121.8M | 30 | 2026-03-31 | → |
| 613 | CYPRESS CAPITAL MANAGEMENT, LLC | SHERIDAN | 130401 | $121.7M | 4 | 2026-03-31 | → |
| 614 | ALDER POINT CAPITAL MANAGEMENT LLC | LAFAYETTE | 337839 | $121.3M | 6 | 2026-05-31 | → |
| 615 | CORETACTIC STRATEGIES | EVERGREEN | 289567 | $121.0M | 2 | 2025-04-30 | → |
| 616 | WILLIAMS AND SCHILLER WEALTH MANAGEMENT, LLC | SANDPOINT | 143049 | $120.7M | 2 | 2026-03-31 | → |
| 617 | SENECA CAPITAL MANAGEMENT, LLC | DENVER | 288206 | $120.0M | 1 | 2026-03-31 | → |
| 618 | NORTHSTAR FINANCIAL MANAGEMENT, INC. | MOSCOW | 287594 | $119.4M | 3 | 2025-05-31 | → |
| 619 | WALNUT LEVEL CAPITAL LLC | DENVER | 307942 | $119.2M | 3 | 2026-06-30 | → |
| 620 | RIDGEGATE ADVISORS, LLC | ENGLEWOOD | 334233 | $119.0M | 11 | 2026-03-31 | → |
| 621 | RILEY S. CROSBIE ADVISORY, LLC | LOGAN | 336507 | $118.9M | 3 | 2026-06-30 | → |
| 622 | NOBLE WEALTH PARTNERS, LLC | DENVER | 298396 | $118.5M | 3 | 2026-04-30 | → |
| 623 | WEALTH ENGINEERS, LLC | DENVER | 168578 | $117.6M | 2 | 2026-02-28 | → |
| 624 | COLUMBIA BENEFITS, LLC | DENVER | 132261 | $116.2M | 1 | 2026-03-31 | → |
| 625 | ALPINE WEALTH ADVISORS, LLC | DENVER | 105433 | $115.7M | 1 | 2026-03-31 | → |
| 626 | BRANZAN INVESTMENT ADVISORS, INC. | LITTLETON | 120783 | $114.8M | 6 | 2026-05-31 | → |
| 627 | SIMPLIFY EQLS LLC | LAS VEGAS | 327988 | $114.3M | 45 | 2025-03-31 | → |
| 628 | 56 CAPITAL PARTNERS, LTD | COLORADO SPRINGS | 290938 | $113.3M | 3 | 2026-06-30 | → |
| 629 | FINANCIAL MOUNTAIN INC | BOULDER | 108489 | $111.3M | 2 | 2025-12-31 | → |
| 630 | GALLACHER CAPITAL LLC | LONE TREE | 339154 | $111.1M | 12 | 2026-06-30 | → |
| 631 | WEALTH FOUNDATIONS PARTNERS, LLC | SALT LAKE CITY | 330999 | $110.5M | 11 | 2026-06-30 | → |
| 632 | RJJ PASADENA SECURITIES, INC. | HENDERSON | 8425 | $110.3M | 2 | 2026-06-30 | → |
| 633 | OXFORD WEALTH MANAGEMENT LLC | LINDON | 332725 | $109.6M | 11 | 2026-06-30 | → |
| 634 | PEAK FINANCIAL MANAGEMENT, INC. | BROOMFIELD | 281223 | $109.4M | 4 | 2026-02-28 | → |
| 635 | FIVE SEASONS FINANCIAL PLANNING LLC | SALT LAKE CITY | 130766 | $109.3M | 1 | 2025-08-31 | → |
| 636 | HFG COLORADO, INC. | GREENWOOD VILLAGE | 113511 | $108.8M | 4 | 2026-03-31 | → |
| 637 | WHITE BISON CAPITAL, LLC | BOULDER | 165256 | $108.3M | 4 | 2024-12-31 | → |
| 638 | APPLIED QUANTITATIVE INVESTMENTS LLC | LONE TREE | 339159 | $107.9M | 11 | 2026-06-30 | → |
| 639 | FORTHRIGHT CAPITAL ADVISORY LLC | LAS VEGAS | 323596 | $107.7M | 22 | 2026-03-31 | → |
| 640 | SOULENCE WEALTH MANAGEMENT II LLC | PLEASANT GROVE | 340580 | $107.5M | 5 | 2026-06-30 | → |
| 641 | RS ASSET MANAGEMENT, LLC | COLORADO SPRINGS | 157768 | $107.2M | 2 | 2026-03-31 | → |
| 642 | JACKSON WEALTH MANAGEMENT, LLC | CASTLE ROCK | 310496 | $107.0M | 3 | 2026-04-30 | → |
| 643 | HAYNIE WEALTH MANAGEMENT LLC | SALT LAKE CITY | 305852 | $106.6M | 3 | 2026-05-31 | → |
| 644 | YOUR IA, LLC | ST. GEORGE | 338535 | $106.6M | 19 | 2026-04-30 | → |
| 645 | INNOVATIVE FINANCIAL, LLC | LAKEWOOD | 127469 | $105.3M | 3 | 2026-02-28 | → |
| 646 | PRESTIGE WEALTH MANAGEMENT, LLC | PUEBLO | 150079 | $104.0M | 4 | 2026-06-30 | → |
| 647 | 325 FILLMORE LLC | DENVER | 287625 | $103.8M | 2 | 2026-03-31 | → |
| 648 | AG FINANCIAL, LLC | SALT LAKE CITY | 140226 | $103.5M | 2 | 2026-02-28 | → |
| 649 | GSSG SOLAR, LLC | DENVER | 307493 | $103.4M | 31 | 2026-03-31 | → |
| 650 | NAVIGATION WEALTH MANAGEMENT, INC. | FORT COLLINS | 282640 | $103.2M | 8 | 2026-03-31 | → |
| 651 | BHC WEALTH MANAGEMENT, LLC | ENGLEWOOD | 339475 | $102.2M | 8 | 2026-03-31 | → |
| 652 | CHEROKEE & WALKER MANAGEMENT, LLC | SALT LAKE CITY | 160962 | $100.8M | 5 | 2026-03-31 | → |
| 653 | CDP FINANCIAL GROUP, LLC | LITTLETON | 155725 | $100.5M | 2 | 2026-03-31 | → |
| 654 | FINANCIAL ACTION, INC. | MONUMENT | 140285 | $100.3M | 6 | 2026-06-30 | → |
| 655 | GRUPP FINANCIAL LLC | JACKSON | 168436 | $100.1M | 3 | 2026-01-31 | → |
| 656 | BERGEN PARK CAPITAL MANAGEMENT, LLC | BIGFORK | 315162 | $99.3M | 5 | 2026-03-31 | → |
| 657 | SYNERGY CAPITAL OF COLORADO LLC | FORT COLLINS | 334117 | $98.8M | 2 | 2026-02-28 | → |
| 658 | BLUE SKY ASSET MANAGEMENT, LLC | ENGLEWOOD | 167686 | $98.6M | 1 | 2026-03-31 | → |
| 659 | BACKBONE PLANNING PARTNERS LLC | LAS VEGAS | 326699 | $98.4M | 4 | 2026-06-30 | → |
| 660 | SWAN WEALTH ADVISORS, LLC | DURANGO | 292755 | $98.0M | 2 | 2026-03-31 | → |
| 661 | ISRAEL INVESTMENT ADVISORS, LLC | DENVER | 153952 | $96.3M | 4 | 2026-03-31 | → |
| 662 | LEH II MANAGEMENT LLC | ENGLEWOOD | 328785 | $93.1M | 12 | 2026-05-31 | → |
| 663 | MUTUAL FUND PROTECTION SERVICE | DENVER | 115961 | $90.9M | 3 | 2026-05-31 | → |
| 664 | SEVEN CANYONS ADVISORS, LLC | SALT LAKE CITY | 290334 | $90.0M | 6 | 2026-05-31 | → |
| 665 | SUN VALLEY GOLD LLC | KETCHUM | 108858 | $87.0M | 3 | 2025-06-30 | → |
| 666 | MEKETA CAPITAL, LLC | DENVER | 328303 | $83.0M | 32 | 2026-03-31 | → |
| 667 | KELLY STRATEGIC MANAGEMENT, LLC | DENVER | 315259 | $81.7M | 4 | 2026-03-31 | → |
| 668 | ATHENAINVEST ADVISORS LLC | GREENWOOD VILLAGE | 146224 | $80.4M | 5 | 2025-03-31 | → |
| 669 | INVESTMENT RESEARCH CORP | DENVER | 108208 | $76.3M | 21 | 2026-03-31 | → |
| 670 | REYNOLDS CAPITAL MANAGEMENT, LLC | LAS VEGAS | 107711 | $74.2M | 1 | 2026-01-31 | → |
| 671 | WORLD CAPITAL ADVISORS, LLC | DENVER | 135941 | $72.0M | 1 | 2026-03-31 | → |
| 672 | OGARD CAPITAL MARKETS RESEARCH LLC | HENDERSON | 337959 | $62.3M | 3 | 2026-02-28 | → |
| 673 | PROSPER WEALTH SOLUTIONS, LLC | LEHI | 311144 | $58.2M | 5 | 2026-03-31 | → |
| 674 | MONEY MANAGERS, INC. | LAS VEGAS | 151602 | $53.2M | 4 | 2025-06-30 | → |
| 675 | SAHARA INVESTMENT GROUP, LLC | LAS VEGAS | 341135 | $52.6M | 14 | 2026-04-30 | → |
| 676 | ANCORA WEST ADVISORS, LLC | RENO | 285644 | $51.9M | 5 | 2026-03-31 | → |
| 677 | BEST LIFE INFINITY, LLC | COLORADO SPRINGS | 319232 | $48.2M | 8 | 2026-03-31 | → |
| 678 | UNEST ADVISERS, LLC | LARAMIE | 308125 | $45.6M | 1 | 2026-04-30 | → |
| 679 | TIFIN GIVE INC. | BOULDER | 313261 | $30.9M | 20 | 2026-03-31 | → |
| 680 | BZ WEALTH ADVISORS, LLC | LITTLETON | 335978 | $26.0M | 7 | 2026-06-30 | → |
| 681 | ROCKY MOUNTAIN LIFT ASSET MANAGEMENT LLC | ENGLEWOOD | 332481 | $25.2M | 3 | 2025-01-31 | → |
| 682 | SWEET INTELLIGENCE INC | DENVER | 342227 | $25.0M | 30 | 2026-05-31 | → |
| 683 | FUND ASSET MANAGERS, LLC | RENO | 315856 | $24.8M | 8 | 2026-03-31 | → |
| 684 | GBG WEALTH MANAGEMENT LLC | LONE TREE | 333368 | $23.8M | 4 | 2026-03-31 | → |
| 685 | LEGACY CORNERSTONE WEALTH LLC | LAS VEGAS | 281027 | $22.4M | 1 | 2026-06-30 | → |
| 686 | SWEATER INDUSTRIES LLC | BOULDER | 317749 | $16.1M | 7 | 2026-03-31 | → |
| 687 | CLASS VI VENTURES, LLC | DENVER | 328904 | $14.9M | 3 | 2026-03-31 | → |
| 688 | JRB CAPITAL MANAGEMENT, LLC | STEAMBOAT SPRINGS | 301036 | $13.2M | 1 | 2026-06-30 | → |
| 689 | MKAM ETF LLC | LAS VEGAS | 324607 | $12.0M | 2 | 2026-03-31 | → |
| 690 | CYNOSURE PORTFOLIO ADVISORS LLC | SALT LAKE CITY | 337747 | $5.8M | 7 | 2026-05-31 | → |
| 691 | KINGSBARN CAPITAL MANAGEMENT, LLC | LAS VEGAS | 316562 | $5.5M | 2 | 2026-03-31 | → |
| 692 | AXCENT PRIVATE CAPITAL, LLC | ENGLEWOOD | 286031 | $4.4M | 2 | 2025-03-31 | → |
| 693 | MAGNIFI LLC | BOULDER | 309397 | $2.1M | 35 | 2026-03-31 | → |
| 694 | COLAB CAPITAL, LLC | ST. GEORGE | 338182 | $1.4M | 2 | 2026-04-30 | → |
| 695 | SANDLOT PRIVATE WEALTH LLC | OREM | 335925 | $305,047 | 4 | 2026-03-31 | → |
| 696 | AFINITIV LLC | SHERIDAN | 305672 | $270,831 | 2 | 2025-09-30 | → |
| 697 | RESOURCE CAPITAL MANAGEMENT, LLC | RENO | 162781 | $180,000 | 1 | 2026-01-31 | → |
| 698 | CHAMPION CAPITAL LLC | GREENWOOD | 342254 | $100,000 | 3 | 2026-06-30 | → |
| 699 | WAO ADVISORY, LLC | LAS VEGAS | 320688 | $6,382 | 8 | 2025-02-28 | → |
| 700 | SUNSET ADVISERS, LLC | SALT LAKE CITY | 334116 | $1,000 | 3 | 2025-01-31 | → |
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