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.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Bayswater Management Company LP | Denver | $991.5 million | 7 | 18 | 6 | (303) 893-2503 | bayswater.us | adviserinfo.sec.gov |
| Semper Augustus Investments Group LLC | Highlands Ranch | $982.2 million | 529 | 9 | 1 | (303) 893-1214 | adviserinfo.sec.gov | |
| Maia Wealth | Denver | $973 million | 5,265 | 43 | Not listed | (720) 644-8803 | adviserinfo.sec.gov | |
| Uniting Wealth Partners | Denver | $934.6 million | 2,337 | 23 | Not listed | (720) 706-7180 | unitingwealthpartners.com | adviserinfo.sec.gov |
| Mountain Capital Investment Advisors Inc | Westminster | $929.1 million | 3,631 | 17 | Not listed | (720) 500-0050 | mountaincapital.us | adviserinfo.sec.gov |
| Sprinkle Financial Consultants LLC | Littleton | $926.1 million | 1,068 | 8 | Not listed | (303) 297-2185 | adviserinfo.sec.gov | |
| Fi401k Advisors | Centennial | $915 million | 305 | 2 | Not listed | (303) 495-5890 | fi401k.com | adviserinfo.sec.gov |
| First Affirmative Financial Network LLC | Colorado Springs | $905.2 million | 2,327 | 24 | Not listed | (719) 478-7036 | adviserinfo.sec.gov | |
| The Millstone Evans Group, LLC | Boulder | $893.3 million | 2,677 | 8 | Not listed | (720) 728-2801 | millstoneevansgroup.com | adviserinfo.sec.gov |
| Icon Advisers, Inc. | Greenwood Village | $875.9 million | 297 | 14 | Not listed | (303) 790-1600 | investwithicon.com | adviserinfo.sec.gov |
| Gill Capital Partners | Denver | $862.4 million | 1,548 | 17 | 1 | (303) 296-6260 | gillinvest.com | adviserinfo.sec.gov |
| Bason Asset Management | Lakewood | $848.8 million | 840 | 2 | Not listed | (720) 446-8555 | adviserinfo.sec.gov | |
| Manna Tree Partners, LLC | Denver | $816.2 million | 12 | 20 | 12 | (970) 837-3027 | adviserinfo.sec.gov | |
| Forum Capital Advisors LLC | Denver | $815.2 million | 6 | 69 | 5 | (303) 501-8860 | forumcapadvisors.com | adviserinfo.sec.gov |
| Kozak & Tripp Private Asset Management, Inc. | Highlands Ranch | $813.4 million | 2,390 | 10 | Not listed | (303) 847-4045 | adviserinfo.sec.gov | |
| Investment Management Associates | Greenwood Village | $810 million | 674 | 8 | Not listed | (303) 796-8333 | adviserinfo.sec.gov | |
| Lapis Advisers, LP | Denver | $789.5 million | 8 | 12 | 8 | (415) 376-6280 | lapisadvisers.com | adviserinfo.sec.gov |
| Princeton Fund Advisors, LLC | Denver | $780 million | 6 | 8 | Not listed | (303) 382-2880 | princetonfundadvisors.com | adviserinfo.sec.gov |
| Ramsay Stattman Vela & Price Inc | Colorado Springs | $778.5 million | 404 | 7 | Not listed | (719) 473-6925 | rsvp-invest.com | adviserinfo.sec.gov |
| Tillman Hartley LLC | Denver | $746.3 million | 302 | 5 | Not listed | (352) 335-9015 | tillmanhartley.com | adviserinfo.sec.gov |
| Seamount Financial Group Inc | Colorado Springs | $745.2 million | 1,609 | 10 | Not listed | (719) 471-1171 | seamountfinancial.com | adviserinfo.sec.gov |
| Alpha Capital Management Group LLC | Denver | $734.4 million | 618 | 3 | Not listed | (303) 900-1919 | alphacmg.com | adviserinfo.sec.gov |
| Clear Creek Advisors | Denver | $722.5 million | 2,400 | 9 | Not listed | (720) 642-8348 | adviserinfo.sec.gov | |
| Millennium Bridge Capital | Denver | $716.9 million | 6 | 13 | 6 | (303) 454-5453 | millenniumbridge.com | adviserinfo.sec.gov |
| Peak Planning Group, LLC | Centennial | $710 million | 2,363 | 11 | Not listed | (303) 991-0056 | peakplan.com | adviserinfo.sec.gov |
| Dodds Wealth, LLC | Greenwood Village | $706.2 million | 1,338 | 11 | Not listed | (303) 539-3900 | doddswealth.com | adviserinfo.sec.gov |
| Black Swift Group, LLC | Boulder | $694.1 million | 406 | 9 | 3 | (303) 955-4381 | blackswiftgroup.com | adviserinfo.sec.gov |
| Stordahl Capital Management, Inc. | Greenwood Village | $675.9 million | 1,026 | 11 | Not listed | (303) 770-0602 | stordahlcap.com | adviserinfo.sec.gov |
| Focused Alpha, LLC | Greenwood Village | $663.9 million | 1,514 | 8 | Not listed | (303) 529-5100 | adviserinfo.sec.gov | |
| Proprietary Capital, LLC | Denver | $651.8 million | 36 | 19 | 9 | (303) 575-9084 | proprietarycapital.com | adviserinfo.sec.gov |
| Legacy Wealth Partners, LLC | Lakewood | $646 million | 2,028 | 15 | Not listed | (720) 552-8287 | lwp-llc.com | adviserinfo.sec.gov |
| Triumph Capital Management | Denver | $645.6 million | 3,653 | 18 | Not listed | (720) 399-5555 | gotostage.com | adviserinfo.sec.gov |
| Colorado Capital Management | Boulder | $638.4 million | 1,014 | 10 | Not listed | (303) 444-9300 | coloradocap.com | adviserinfo.sec.gov |
| Rosel Wealth Management, LLC | Highlands Ranch | $630.2 million | 971 | 4 | Not listed | (303) 647-3801 | adviserinfo.sec.gov | |
| Impact Capital Partners LLC | Greenwood Village | $625.6 million | 1,861 | 5 | Not listed | (888) 304-6722 | impactcapitalpartners.com | adviserinfo.sec.gov |
| PVG Asset Management Corp | Centennial | $624.9 million | 746 | 9 | Not listed | (303) 526-0548 | adviserinfo.sec.gov | |
| Altus Wealth Group, LLC | Colorado Springs | $620.1 million | 2,339 | 7 | Not listed | (719) 900-1295 | altuswealthgroup.com | adviserinfo.sec.gov |
| Envoy Advisory Inc. | Colorado Springs | $615 million | 1,983 | 23 | Not listed | (888) 879-1376 | adviserinfo.sec.gov | |
| Wealth Watch Advisors, Inc | Englewood | $612.4 million | 3,587 | 62 | Not listed | (855) 822-3708 | wwwjmartinwm.com | adviserinfo.sec.gov |
| Financial Security Management, Inc | Lakewood | $611.5 million | 2,691 | 7 | Not listed | (303) 988-1411 | fsm-inc.com | adviserinfo.sec.gov |
| Tucker Asset Management LLC | Littleton | $603.6 million | 3,217 | 80 | Not listed | (303) 734-1234 | tuckeram.com | adviserinfo.sec.gov |
| Intergy Private Wealth, LLC | Colorado Springs | $602.6 million | 2,298 | 10 | Not listed | (719) 413-8820 | adviserinfo.sec.gov | |
| Owl Creek Wealth Partners | Greenwood Village | $602.3 million | 607 | 5 | Not listed | (303) 409-4409 | owlcreekwealth.com | adviserinfo.sec.gov |
| JPL Wealth Management, LLC | Greenwood Village | $587.9 million | 1,081 | 6 | Not listed | (855) 575-5752 | jplwealthmanagement.com | adviserinfo.sec.gov |
| Keystone Global Partners LLC | Denver | $580.5 million | 222 | 4 | Not listed | (646) 998-8141 | adviserinfo.sec.gov | |
| Edgerock Wealth Management | Denver | $578.9 million | 1,559 | 20 | Not listed | (303) 780-7350 | edgerockwealth.com | adviserinfo.sec.gov |
| Freif Advisors LLC | Denver | $569.9 million | 1 | 69 | Not listed | (303) 501-8860 | freif.com | adviserinfo.sec.gov |
| A & I Wealth Management | Lone Tree | $560 million | 1,683 | 9 | Not listed | (303) 690-5070 | adviserinfo.sec.gov | |
| Saturn Five Advisors LLC | Denver | $556.1 million | 21 | 21 | 22 | (720) 314-8373 | saturnfive.com | adviserinfo.sec.gov |
| Tandem Financial, LLC | Greenwood Village | $541.8 million | 1,406 | 6 | Not listed | (720) 845-5700 | tandem-financial.com | adviserinfo.sec.gov |
| Oakwood Real Estate Partners, LLC | Denver | $540.2 million | 23 | 7 | 23 | (303) 595-7679 | oakwoodmultifamily.com | adviserinfo.sec.gov |
| Gallacher Capital Management, LLC | Lone Tree | $539 million | 1,340 | 14 | 3 | (303) 708-1640 | gallachercapital.com | adviserinfo.sec.gov |
| Origin Credit Advisers, LLC | Denver | $538 million | 2 | 8 | 1 | (720) 902-8898 | origincreditadvisers.com | adviserinfo.sec.gov |
| Hinds Financial Group Inc | Lakewood | $536.9 million | 629 | 10 | Not listed | (303) 985-9889 | cccandc.com | adviserinfo.sec.gov |
| Crescat Portfolio Management LLC | Denver | $536.1 million | 119 | 10 | 5 | (303) 271-9997 | crescat.net | adviserinfo.sec.gov |
| Denver Wealth Management, Inc. | Denver | $529.8 million | 2,513 | 18 | Not listed | (303) 261-8015 | podcasts.apple.com | adviserinfo.sec.gov |
| Rosecap Investment Advisors, LLC | Grand Junction | $527.5 million | 746 | 8 | Not listed | (970) 773-5300 | adviserinfo.sec.gov | |
| One Bow River Advisers, LLC. | Colorado Springs | $525.9 million | 1 | 34 | 1 | (303) 861-8466 | onebowriver.com | adviserinfo.sec.gov |
| Denver PWM, LLC | Denver | $524.4 million | 759 | 6 | Not listed | (720) 354-3850 | adviserinfo.sec.gov | |
| Wakefield Wealth Management, LLLP | Englewood | $512.9 million | 625 | 10 | Not listed | (303) 771-0630 | wakefieldwealth.com | adviserinfo.sec.gov |
| Family Financial Solutions Group, LLC | Durango | $500.7 million | 20 | 1 | Not listed | (970) 259-1040 | adviserinfo.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.