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Data / Investment advisers / $500 million to $1 billion in AUM / Colorado

Investment advisers in Colorado with $500 million to $1 billion in AUM: 61 firms

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

61 SEC registered investment advisers in Colorado report between $500 million and $1 billion in regulatory assets under management, $42.3 billion in all, in the SEC's Form ADV file of November 2, 2026. The largest is Bayswater Management Company LP with $991 million.

The request: Every investment adviser in Colorado with AUM in the range $500 million to $1 billion, with phone and website. $10 of work on sign-up, no card.

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

  • 61Advisers
  • 61SEC registered
  • $42.3 billionTotal AUM
  • 61Advisers over $100 million
  • 15Manage private funds
  • November 2, 2026File date

Largest advisers by AUM

Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
Bayswater Management Company LPDenver$991.5 million7186(303) 893-2503bayswater.usadviserinfo.sec.gov
Semper Augustus Investments Group LLCHighlands Ranch$982.2 million52991(303) 893-1214adviserinfo.sec.gov
Maia WealthDenver$973 million5,26543Not listed(720) 644-8803adviserinfo.sec.gov
Uniting Wealth PartnersDenver$934.6 million2,33723Not listed(720) 706-7180unitingwealthpartners.comadviserinfo.sec.gov
Mountain Capital Investment Advisors IncWestminster$929.1 million3,63117Not listed(720) 500-0050mountaincapital.usadviserinfo.sec.gov
Sprinkle Financial Consultants LLCLittleton$926.1 million1,0688Not listed(303) 297-2185adviserinfo.sec.gov
Fi401k AdvisorsCentennial$915 million3052Not listed(303) 495-5890fi401k.comadviserinfo.sec.gov
First Affirmative Financial Network LLCColorado Springs$905.2 million2,32724Not listed(719) 478-7036adviserinfo.sec.gov
The Millstone Evans Group, LLCBoulder$893.3 million2,6778Not listed(720) 728-2801millstoneevansgroup.comadviserinfo.sec.gov
Icon Advisers, Inc.Greenwood Village$875.9 million29714Not listed(303) 790-1600investwithicon.comadviserinfo.sec.gov
Gill Capital PartnersDenver$862.4 million1,548171(303) 296-6260gillinvest.comadviserinfo.sec.gov
Bason Asset ManagementLakewood$848.8 million8402Not listed(720) 446-8555adviserinfo.sec.gov
Manna Tree Partners, LLCDenver$816.2 million122012(970) 837-3027adviserinfo.sec.gov
Forum Capital Advisors LLCDenver$815.2 million6695(303) 501-8860forumcapadvisors.comadviserinfo.sec.gov
Kozak & Tripp Private Asset Management, Inc.Highlands Ranch$813.4 million2,39010Not listed(303) 847-4045adviserinfo.sec.gov
Investment Management AssociatesGreenwood Village$810 million6748Not listed(303) 796-8333adviserinfo.sec.gov
Lapis Advisers, LPDenver$789.5 million8128(415) 376-6280lapisadvisers.comadviserinfo.sec.gov
Princeton Fund Advisors, LLCDenver$780 million68Not listed(303) 382-2880princetonfundadvisors.comadviserinfo.sec.gov
Ramsay Stattman Vela & Price IncColorado Springs$778.5 million4047Not listed(719) 473-6925rsvp-invest.comadviserinfo.sec.gov
Tillman Hartley LLCDenver$746.3 million3025Not listed(352) 335-9015tillmanhartley.comadviserinfo.sec.gov
Seamount Financial Group IncColorado Springs$745.2 million1,60910Not listed(719) 471-1171seamountfinancial.comadviserinfo.sec.gov
Alpha Capital Management Group LLCDenver$734.4 million6183Not listed(303) 900-1919alphacmg.comadviserinfo.sec.gov
Clear Creek AdvisorsDenver$722.5 million2,4009Not listed(720) 642-8348adviserinfo.sec.gov
Millennium Bridge CapitalDenver$716.9 million6136(303) 454-5453millenniumbridge.comadviserinfo.sec.gov
Peak Planning Group, LLCCentennial$710 million2,36311Not listed(303) 991-0056peakplan.comadviserinfo.sec.gov
Dodds Wealth, LLCGreenwood Village$706.2 million1,33811Not listed(303) 539-3900doddswealth.comadviserinfo.sec.gov
Black Swift Group, LLCBoulder$694.1 million40693(303) 955-4381blackswiftgroup.comadviserinfo.sec.gov
Stordahl Capital Management, Inc.Greenwood Village$675.9 million1,02611Not listed(303) 770-0602stordahlcap.comadviserinfo.sec.gov
Focused Alpha, LLCGreenwood Village$663.9 million1,5148Not listed(303) 529-5100adviserinfo.sec.gov
Proprietary Capital, LLCDenver$651.8 million36199(303) 575-9084proprietarycapital.comadviserinfo.sec.gov
Legacy Wealth Partners, LLCLakewood$646 million2,02815Not listed(720) 552-8287lwp-llc.comadviserinfo.sec.gov
Triumph Capital ManagementDenver$645.6 million3,65318Not listed(720) 399-5555gotostage.comadviserinfo.sec.gov
Colorado Capital ManagementBoulder$638.4 million1,01410Not listed(303) 444-9300coloradocap.comadviserinfo.sec.gov
Rosel Wealth Management, LLCHighlands Ranch$630.2 million9714Not listed(303) 647-3801adviserinfo.sec.gov
Impact Capital Partners LLCGreenwood Village$625.6 million1,8615Not listed(888) 304-6722impactcapitalpartners.comadviserinfo.sec.gov
PVG Asset Management CorpCentennial$624.9 million7469Not listed(303) 526-0548adviserinfo.sec.gov
Altus Wealth Group, LLCColorado Springs$620.1 million2,3397Not listed(719) 900-1295altuswealthgroup.comadviserinfo.sec.gov
Envoy Advisory Inc.Colorado Springs$615 million1,98323Not listed(888) 879-1376adviserinfo.sec.gov
Wealth Watch Advisors, IncEnglewood$612.4 million3,58762Not listed(855) 822-3708wwwjmartinwm.comadviserinfo.sec.gov
Financial Security Management, IncLakewood$611.5 million2,6917Not listed(303) 988-1411fsm-inc.comadviserinfo.sec.gov
Tucker Asset Management LLCLittleton$603.6 million3,21780Not listed(303) 734-1234tuckeram.comadviserinfo.sec.gov
Intergy Private Wealth, LLCColorado Springs$602.6 million2,29810Not listed(719) 413-8820adviserinfo.sec.gov
Owl Creek Wealth PartnersGreenwood Village$602.3 million6075Not listed(303) 409-4409owlcreekwealth.comadviserinfo.sec.gov
JPL Wealth Management, LLCGreenwood Village$587.9 million1,0816Not listed(855) 575-5752jplwealthmanagement.comadviserinfo.sec.gov
Keystone Global Partners LLCDenver$580.5 million2224Not listed(646) 998-8141adviserinfo.sec.gov
Edgerock Wealth ManagementDenver$578.9 million1,55920Not listed(303) 780-7350edgerockwealth.comadviserinfo.sec.gov
Freif Advisors LLCDenver$569.9 million169Not listed(303) 501-8860freif.comadviserinfo.sec.gov
A & I Wealth ManagementLone Tree$560 million1,6839Not listed(303) 690-5070adviserinfo.sec.gov
Saturn Five Advisors LLCDenver$556.1 million212122(720) 314-8373saturnfive.comadviserinfo.sec.gov
Tandem Financial, LLCGreenwood Village$541.8 million1,4066Not listed(720) 845-5700tandem-financial.comadviserinfo.sec.gov
Oakwood Real Estate Partners, LLCDenver$540.2 million23723(303) 595-7679oakwoodmultifamily.comadviserinfo.sec.gov
Gallacher Capital Management, LLCLone Tree$539 million1,340143(303) 708-1640gallachercapital.comadviserinfo.sec.gov
Origin Credit Advisers, LLCDenver$538 million281(720) 902-8898origincreditadvisers.comadviserinfo.sec.gov
Hinds Financial Group IncLakewood$536.9 million62910Not listed(303) 985-9889cccandc.comadviserinfo.sec.gov
Crescat Portfolio Management LLCDenver$536.1 million119105(303) 271-9997crescat.netadviserinfo.sec.gov
Denver Wealth Management, Inc.Denver$529.8 million2,51318Not listed(303) 261-8015podcasts.apple.comadviserinfo.sec.gov
Rosecap Investment Advisors, LLCGrand Junction$527.5 million7468Not listed(970) 773-5300adviserinfo.sec.gov
One Bow River Advisers, LLC.Colorado Springs$525.9 million1341(303) 861-8466onebowriver.comadviserinfo.sec.gov
Denver PWM, LLCDenver$524.4 million7596Not listed(720) 354-3850adviserinfo.sec.gov
Wakefield Wealth Management, LLLPEnglewood$512.9 million62510Not listed(303) 771-0630wakefieldwealth.comadviserinfo.sec.gov
Family Financial Solutions Group, LLCDurango$500.7 million201Not listed(970) 259-1040adviserinfo.sec.gov

Also on SpecStream

Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.