Data / Investment advisers / Serving charitable organizations / Colorado

Investment advisers in Colorado serving charitable organizations: 127 firms

Name: Investment advisers in Colorado serving charitable organizations: Form ADV data
Creator: SpecStream
License: https://creativecommons.org/licenses/by/4.0/

127 SEC registered investment advisers with a main office in Colorado report charitable organizations among their clients in Form ADV item 5.D, and together they attribute $7.7 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Mercer Global Advisors Inc.

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.

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127Advisers
$7.7 billionAUM from this client type
123Advisers over $100 million
November 2, 2026File date

Advisers in Colorado serving charitable organizations

Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.

Adviser	City	Clients of this type	AUM from this type	Total AUM	Source
Mercer Global Advisors Inc.	Denver	166	$2.00 billion	$84.40 billion	adviserinfo.sec.gov
Ima Advisory Services, Inc.	Denver	63	$1.77 billion	$3.90 billion	adviserinfo.sec.gov
Fiduciary Consulting Group	Greenwood Village	8	$941.2 million	$14.73 billion	adviserinfo.sec.gov
Janus Henderson Investors	Denver	Fewer than 5	$382 million	$380.43 billion	adviserinfo.sec.gov
Arrowmark Colorado Holdings, LLC	Denver	4	$231.8 million	$21.02 billion	adviserinfo.sec.gov
Bespoke Advisory	Evergreen	3	$200.1 million	$284 million	adviserinfo.sec.gov
Nilsine Partners, LLC	Greenwood Village	2	$176.1 million	$1.88 billion	adviserinfo.sec.gov
Bok Financial Private Wealth, Inc.	Denver	24	$166.7 million	$3.72 billion	adviserinfo.sec.gov
Semper Augustus Investments Group LLC	Highlands Ranch	4	$151.1 million	$982.2 million	adviserinfo.sec.gov
Marsico Capital Management, LLC	Denver	Fewer than 5	$127.9 million	$4.26 billion	adviserinfo.sec.gov
Tillman Hartley LLC	Denver	6	$101.6 million	$746.3 million	adviserinfo.sec.gov
Ramsay Stattman Vela & Price Inc	Colorado Springs	14	$98.5 million	$778.5 million	adviserinfo.sec.gov
Cambiar Investors, LLC	Denver	65	$93.4 million	$2.92 billion	adviserinfo.sec.gov
Michaud Capital Management LLC	Denver	2	$91.4 million	$2.44 billion	adviserinfo.sec.gov
Western Wealth Management LLC	Golden	51	$87.4 million	$5.36 billion	adviserinfo.sec.gov
Corundum Group, Inc.	Colorado Springs	10	$85 million	$1.69 billion	adviserinfo.sec.gov
Towle & Co	Denver	7	$73.2 million	$473.7 million	adviserinfo.sec.gov
Geneos Wealth Management, Inc.	Englewood	144	$63.1 million	$9.22 billion	adviserinfo.sec.gov
Obermeyer Wealth Partners	Aspen	21	$57.8 million	$3.03 billion	adviserinfo.sec.gov
Elevation Point Wealth Partners, LLC	Denver	11	$53.3 million	$8.29 billion	adviserinfo.sec.gov
Bear Creek Asset Management, LLC	Denver	8	$48.4 million	$5.19 billion	adviserinfo.sec.gov
Tandem Financial, LLC	Greenwood Village	5	$40.4 million	$541.8 million	adviserinfo.sec.gov
Vision Ridge Partners, LLC	Boulder	Fewer than 5	$38 million	$6.11 billion	adviserinfo.sec.gov
Peak Asset Management, LLC	Louisville	9	$26.6 million	$1.01 billion	adviserinfo.sec.gov
BSW Wealth Partners	Boulder	9	$25.8 million	$2.24 billion	adviserinfo.sec.gov
Cascade Investment Group, Inc.	Colorado Springs	9	$25.5 million	$419.9 million	adviserinfo.sec.gov
JFG Family Office	Denver	1	$20.8 million	$4.53 billion	adviserinfo.sec.gov
Colorado Capital Management	Boulder	7	$20.7 million	$638.4 million	adviserinfo.sec.gov
Sanctuary Advisors	Denver	Fewer than 5	$19.3 million	$191.5 million	adviserinfo.sec.gov
Gill Capital Partners	Denver	4	$19.3 million	$862.4 million	adviserinfo.sec.gov
Keystone Global Partners LLC	Denver	2	$19.2 million	$580.5 million	adviserinfo.sec.gov
Consilium, LLC	Boulder	Fewer than 5	$18 million	$215 million	adviserinfo.sec.gov
Shelton Capital Management	Denver	10	$17.8 million	$6.52 billion	adviserinfo.sec.gov
Empower Advisory Group, LLC	Greenwood Village	60	$17.4 million	$195.43 billion	adviserinfo.sec.gov
Jupiter Wealth Management, LLC	Glendale	Fewer than 5	$17.3 million	$416.8 million	adviserinfo.sec.gov
Quish	Boulder	Fewer than 5	$17.3 million	$154.2 million	adviserinfo.sec.gov
Jackson Creek Investment Advisors LLC	Castle Rock	Fewer than 5	$16.6 million	$349 million	adviserinfo.sec.gov
Denver PWM, LLC	Denver	2	$15.1 million	$524.4 million	adviserinfo.sec.gov
Branzan Investment Advisors, Inc.	Littleton	Fewer than 5	$12.7 million	$114.8 million	adviserinfo.sec.gov
Altius Financial, Inc.	Denver	1	$12.5 million	$212.2 million	adviserinfo.sec.gov
Black Swift Group, LLC	Boulder	12	$11.8 million	$694.1 million	adviserinfo.sec.gov
Essential Investment Partners, LLC	Englewood	2	$11.6 million	$223 million	adviserinfo.sec.gov
The Millstone Evans Group, LLC	Boulder	12	$11 million	$893.3 million	adviserinfo.sec.gov
Trail Ridge Investment Advisors, LLC	Fort Collins	3	$10.7 million	$352.9 million	adviserinfo.sec.gov
Sprinkle Financial Consultants LLC	Littleton	Fewer than 5	$10.1 million	$926.1 million	adviserinfo.sec.gov
Rosecap Investment Advisors, LLC	Grand Junction	5	$9.4 million	$527.5 million	adviserinfo.sec.gov
First Affirmative Financial Network LLC	Colorado Springs	23	$9 million	$905.2 million	adviserinfo.sec.gov
PVG Asset Management Corp	Centennial	2	$8.6 million	$624.9 million	adviserinfo.sec.gov
Evergreen Private Wealth	Greenwood Village	3	$8.5 million	$264.7 million	adviserinfo.sec.gov
Israel Investment Advisors, LLC	Denver	3	$8.3 million	$96.3 million	adviserinfo.sec.gov
Green Alpha Investments	Niwot	4	$8 million	$253.9 million	adviserinfo.sec.gov
Three Peaks Capital Management, LLC	Castle Rock	3	$7.2 million	$222.9 million	adviserinfo.sec.gov
Altus Wealth Group, LLC	Colorado Springs	Fewer than 5	$7.2 million	$620.1 million	adviserinfo.sec.gov
Heirloom Wealth Management LLC	Greenwood Village	4	$7 million	$1.11 billion	adviserinfo.sec.gov
Aspen Wealth Strategies, LLC	Arvada	Fewer than 5	$7 million	$312.2 million	adviserinfo.sec.gov
Mattern Capital Management, LLC	Lakewood	Fewer than 5	$6.6 million	$1.07 billion	adviserinfo.sec.gov
Wealthbuilders Investments	Greenwood Village	Fewer than 5	$6.4 million	$172.6 million	adviserinfo.sec.gov
Noble Wealth Management P.B.C.	Greenwood Village	2	$5.9 million	$444.1 million	adviserinfo.sec.gov
Sharkey Howes & Javer Inc	Denver	8	$5.7 million	$1.13 billion	adviserinfo.sec.gov
Kilterhowling LLC	Boulder	2	$5.3 million	$292.9 million	adviserinfo.sec.gov
Peace of Mind Financial Planning, Inc	Colorado Springs	Fewer than 5	$5.2 million	$123.6 million	adviserinfo.sec.gov
Envoy Advisory Inc.	Colorado Springs	14	$5.1 million	$615 million	adviserinfo.sec.gov
Ryan Investments	Basalt	5	$4.8 million	$272 million	adviserinfo.sec.gov
Peak Financial Advisors	Denver	1	$4.7 million	$268.8 million	adviserinfo.sec.gov
Steele Street Private Wealth Management	Denver	Fewer than 5	$4.5 million	$187.5 million	adviserinfo.sec.gov
Investment Management Associates	Greenwood Village	1	$4.4 million	$810 million	adviserinfo.sec.gov
Ripl Wealth	Fort Collins	1	$4.1 million	$31.8 million	adviserinfo.sec.gov
Gilpin Wealth Management LLC	Golden	1	$4 million	$227.2 million	adviserinfo.sec.gov
Peak Investment Advisors, Inc.	Colorado Springs	1	$3.5 million	$234.6 million	adviserinfo.sec.gov
GHP Investment Advisors Inc	Denver	1	$3.4 million	$3.06 billion	adviserinfo.sec.gov
Bonfire Financial, LLC	Colorado Springs	Fewer than 5	$3.3 million	$234 million	adviserinfo.sec.gov
J.F. Williams Co., Inc.	Denver	1	$3 million	$286.5 million	adviserinfo.sec.gov
Alpha Capital Family Office, LLC	Greenwood Village	Fewer than 5	$2.8 million	$295.9 million	adviserinfo.sec.gov
JPL Wealth Management, LLC	Greenwood Village	1	$2.7 million	$587.9 million	adviserinfo.sec.gov
Impact Capital Partners LLC	Greenwood Village	Fewer than 5	$2.7 million	$625.6 million	adviserinfo.sec.gov
Alpha Capital Management Group LLC	Denver	1	$2.6 million	$734.4 million	adviserinfo.sec.gov
Varra Financial	Louisville	16	$2.5 million	$305.6 million	adviserinfo.sec.gov
Triumph Capital Management	Denver	Fewer than 5	$2.3 million	$645.6 million	adviserinfo.sec.gov
Impactfolio LLC	Denver	1	$2.3 million	$288.9 million	adviserinfo.sec.gov
Bruce G. Allen Investments, LLC	Denver	1	$2.1 million	$258.1 million	adviserinfo.sec.gov
Cimarron Wealth Management, Inc.	Montrose	Fewer than 5	$2.1 million	$327.3 million	adviserinfo.sec.gov
Paragon Capital Management	Denver	1	$2 million	$1.32 billion	adviserinfo.sec.gov
Elevate Capital Advisors	Eagle	2	$1.5 million	$183.3 million	adviserinfo.sec.gov
Summit Hill Wealth Management, LLC	Greenwood Village	2	$1.5 million	$145.7 million	adviserinfo.sec.gov
Intergy Private Wealth, LLC	Colorado Springs	3	$1.5 million	$602.6 million	adviserinfo.sec.gov
Bruni J V & Co	Colorado Springs	Fewer than 5	$1.4 million	$1.10 billion	adviserinfo.sec.gov
Cohesion Wealth Management, LLC	Broomfield	1	$1.4 million	$171 million	adviserinfo.sec.gov
Ventana Private Wealth LLC	Denver	Fewer than 5	$1.3 million	$158.6 million	adviserinfo.sec.gov
Exceptional Wealth & Family Office	Colorado Springs	Fewer than 5	$1.3 million	$292.2 million	adviserinfo.sec.gov
A & I Wealth Management	Lone Tree	Fewer than 5	$1.2 million	$560 million	adviserinfo.sec.gov
Crescat Portfolio Management LLC	Denver	1	$1.1 million	$536.1 million	adviserinfo.sec.gov
Integrity Wealth Solutions LLC	Denver	3	$1.1 million	$369 million	adviserinfo.sec.gov
Snowball Wealth Management	Boulder	1	$1.1 million	$139.3 million	adviserinfo.sec.gov
Stordahl Capital Management, Inc.	Greenwood Village	19	$1 million	$675.9 million	adviserinfo.sec.gov
Cornerstone Investment Advisors, LLC	Boulder	1	$1 million	$180.8 million	adviserinfo.sec.gov
Legacy Wealth Partners, LLC	Lakewood	7	$877,997	$646 million	adviserinfo.sec.gov
Wakefield Asset Management, LLLP	Englewood	2	$701,499	$454 million	adviserinfo.sec.gov
Wakefield Wealth Management, LLLP	Englewood	1	$700,955	$512.9 million	adviserinfo.sec.gov
Intentional Wealth Strategies	Colorado Springs	Fewer than 5	$634,449	$171.3 million	adviserinfo.sec.gov
Whipplewood Advisors, LLC	Littleton	6	$600,216	$324.5 million	adviserinfo.sec.gov
Rosel Wealth Management, LLC	Highlands Ranch	Fewer than 5	$557,032	$630.2 million	adviserinfo.sec.gov
Loyd Financial Management Inc.	Centennial	Fewer than 5	$546,067	$133.5 million	adviserinfo.sec.gov
Petra Financial Advisors Inc	Colorado Springs	Fewer than 5	$450,206	$447.2 million	adviserinfo.sec.gov
Marshall Investment Management, LLC	Greenwood Village	Fewer than 5	$446,200	$298 million	adviserinfo.sec.gov
Mountain Capital Investment Advisors Inc	Westminster	Fewer than 5	$398,328	$929.1 million	adviserinfo.sec.gov
Peak Planning Group, LLC	Centennial	Fewer than 5	$378,402	$710 million	adviserinfo.sec.gov
Credentialed Wealth Advisors, LLC	Johnstown	Fewer than 5	$312,587	$139.8 million	adviserinfo.sec.gov
Agemy Wealth Advisors, LLC	Denver	Fewer than 5	$300,000	$130.5 million	adviserinfo.sec.gov
Hinds Financial Group Inc	Lakewood	Fewer than 5	$255,026	$536.9 million	adviserinfo.sec.gov
Jim Saulnier & Associates, LLC	Fort Collins	Fewer than 5	$226,392	$286.4 million	adviserinfo.sec.gov
Kozak & Tripp Private Asset Management, Inc.	Highlands Ranch	3	$207,220	$813.4 million	adviserinfo.sec.gov
Peak Financial Management, Inc.	Broomfield	1	$124,451	$109.4 million	adviserinfo.sec.gov
Acorn Creek Capital LLC	Fort Collins	Fewer than 5	$110,103	$488.7 million	adviserinfo.sec.gov
Lotusgroup Advisors	Denver	Fewer than 5	$103,075	$286 million	adviserinfo.sec.gov
Navigation Wealth Management	Fort Collins	1	$98,228	$103.2 million	adviserinfo.sec.gov
The William Allan Corporation	Fort Collins	1	$91,999	$204.4 million	adviserinfo.sec.gov
Alpine Wealth Advisors, LLC	Denver	Fewer than 5	$56,513	$115.7 million	adviserinfo.sec.gov
The Institute	Denver	3	$46,498	$1.37 billion	adviserinfo.sec.gov
Class VI Family Office, LLC	Denver	1	$31,974	$1.50 billion	adviserinfo.sec.gov
Summitpoint Capital Management	Littleton	1	$23,827	$132.5 million	adviserinfo.sec.gov
Growstrong Wealth Strategies	Fort Collins	1	$12,000	$127 million	adviserinfo.sec.gov
Uniting Wealth Partners	Denver	Fewer than 5	$4,092	$934.6 million	adviserinfo.sec.gov
Bauer Wealth Management Inc.	Colorado Springs	1	$1,298	$205.9 million	adviserinfo.sec.gov
Peterson Financial Services LLC	Denver	1	$1	$124 million	adviserinfo.sec.gov
Monticello Associates, LLC	Denver	156	Not listed	Not listed	adviserinfo.sec.gov
Innovest Portfolio Solutions LLC	Denver	106	Not listed	Not listed	adviserinfo.sec.gov
1888 Investments, LLC	Denver	11	Not listed	$5.91 billion	adviserinfo.sec.gov

Also on SpecStream

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