Data / Investment advisers / Serving corporations and other businesses / Colorado
Investment advisers in Colorado serving corporations and other businesses: 120 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
120 SEC registered investment advisers with a main office in Colorado report corporations and other businesses among their clients in Form ADV item 5.D, and together they attribute $10.5 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Bear Creek Asset Management, LLC.
The request: Every investment adviser in Colorado that serves corporations and other businesses, with AUM, 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.
- 120Advisers
- $10.5 billionAUM from this client type
- 118Advisers over $100 million
- November 2, 2026File date
Advisers in Colorado serving corporations and other businesses
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 |
|---|
| Bear Creek Asset Management, LLC | Denver | 15 | $3.02 billion | $5.19 billion | adviserinfo.sec.gov |
| Empower Capital Management, LLC | Greenwood Village | 47 | $1.35 billion | $77.96 billion | adviserinfo.sec.gov |
| Mercer Global Advisors Inc. | Denver | 244 | $1.35 billion | $84.40 billion | adviserinfo.sec.gov |
| Janus Henderson Investors | Denver | 7 | $658.4 million | $380.43 billion | adviserinfo.sec.gov |
| Bok Financial Private Wealth, Inc. | Denver | 51 | $459.1 million | $3.72 billion | adviserinfo.sec.gov |
| Mica Creek Capital LLC | Steamboat Springs | 3 | $252 million | $300.5 million | adviserinfo.sec.gov |
| Obermeyer Wealth Partners | Aspen | 18 | $230.3 million | $3.03 billion | adviserinfo.sec.gov |
| Arrowmark Colorado Holdings, LLC | Denver | 8 | $190.5 million | $21.02 billion | adviserinfo.sec.gov |
| Wakefield Wealth Management, LLLP | Englewood | 7 | $188 million | $512.9 million | adviserinfo.sec.gov |
| Bruni J V & Co | Colorado Springs | Fewer than 5 | $185.6 million | $1.10 billion | adviserinfo.sec.gov |
| Cambiar Investors, LLC | Denver | 197 | $165.1 million | $2.92 billion | adviserinfo.sec.gov |
| PCM Encore, LLC | Aspen | 1 | $163.6 million | $2.05 billion | adviserinfo.sec.gov |
| Geneos Wealth Management, Inc. | Englewood | 257 | $147.7 million | $9.22 billion | adviserinfo.sec.gov |
| Uniting Wealth Partners | Denver | 24 | $139.6 million | $934.6 million | adviserinfo.sec.gov |
| Empower Advisory Group, LLC | Greenwood Village | 76 | $139 million | $195.43 billion | adviserinfo.sec.gov |
| Family Financial Solutions Group, LLC | Durango | 4 | $138.4 million | $500.7 million | adviserinfo.sec.gov |
| Elevation Point Wealth Partners, LLC | Denver | 29 | $134.8 million | $8.29 billion | adviserinfo.sec.gov |
| Wakefield Asset Management, LLLP | Englewood | 8 | $129 million | $454 million | adviserinfo.sec.gov |
| Stordahl Capital Management, Inc. | Greenwood Village | 11 | $124.4 million | $675.9 million | adviserinfo.sec.gov |
| Marsico Capital Management, LLC | Denver | Fewer than 5 | $118.2 million | $4.26 billion | adviserinfo.sec.gov |
| Exceptional Wealth & Family Office | Colorado Springs | 18 | $110.5 million | $292.2 million | adviserinfo.sec.gov |
| Investment Management Associates | Greenwood Village | 7 | $86.3 million | $810 million | adviserinfo.sec.gov |
| Western Wealth Management LLC | Golden | 74 | $79.5 million | $5.36 billion | adviserinfo.sec.gov |
| Cosner Financial Group, LLC | Windsor | 21 | $69.1 million | $369.8 million | adviserinfo.sec.gov |
| Stone Creek Group, LLC | Englewood | 2 | $61.8 million | $250.6 million | adviserinfo.sec.gov |
| Semper Augustus Investments Group LLC | Highlands Ranch | 17 | $59 million | $982.2 million | adviserinfo.sec.gov |
| 1888 Investments, LLC | Denver | 2 | $47.3 million | $5.91 billion | adviserinfo.sec.gov |
| Shelton Capital Management | Denver | 27 | $34.7 million | $6.52 billion | adviserinfo.sec.gov |
| Nilsine Partners, LLC | Greenwood Village | 6 | $33.8 million | $1.88 billion | adviserinfo.sec.gov |
| Bespoke Advisory | Evergreen | 3 | $33.6 million | $284 million | adviserinfo.sec.gov |
| Three Peaks Capital Management, LLC | Castle Rock | 3 | $32.8 million | $222.9 million | adviserinfo.sec.gov |
| Corundum Group, Inc. | Colorado Springs | 5 | $31.5 million | $1.69 billion | adviserinfo.sec.gov |
| GHP Investment Advisors Inc | Denver | 3 | $30.1 million | $3.06 billion | adviserinfo.sec.gov |
| Rosel Wealth Management, LLC | Highlands Ranch | Fewer than 5 | $29.8 million | $630.2 million | adviserinfo.sec.gov |
| Spruceview Capital Partners LLC | Denver | 1 | $28.9 million | $2.35 billion | adviserinfo.sec.gov |
| Forward Wealth | Lone Tree | Fewer than 5 | $27.5 million | $111.1 million | adviserinfo.sec.gov |
| Dodds Wealth, LLC | Greenwood Village | Fewer than 5 | $23.7 million | $706.2 million | adviserinfo.sec.gov |
| Gill Capital Partners | Denver | 13 | $21.9 million | $862.4 million | adviserinfo.sec.gov |
| Focused Alpha, LLC | Greenwood Village | 12 | $20.6 million | $663.9 million | adviserinfo.sec.gov |
| Rosecap Investment Advisors, LLC | Grand Junction | 20 | $20.5 million | $527.5 million | adviserinfo.sec.gov |
| Kozak & Tripp Private Asset Management, Inc. | Highlands Ranch | 13 | $19.7 million | $813.4 million | adviserinfo.sec.gov |
| Cohesion Wealth Management, LLC | Broomfield | 13 | $19.2 million | $171 million | adviserinfo.sec.gov |
| The Wealth Conservancy, Inc. | Boulder | Fewer than 5 | $18.9 million | $260 million | adviserinfo.sec.gov |
| Consilium, LLC | Boulder | Fewer than 5 | $17.6 million | $215 million | adviserinfo.sec.gov |
| Synergy Financial Partners, LLC | Denver | 15 | $17.2 million | $308.7 million | adviserinfo.sec.gov |
| Edgerock Wealth Management | Denver | 11 | $16.2 million | $578.9 million | adviserinfo.sec.gov |
| BSW Wealth Partners | Boulder | 9 | $15.6 million | $2.24 billion | adviserinfo.sec.gov |
| Red Mountain Financial Partners | Durango | 7 | $13.4 million | $225.6 million | adviserinfo.sec.gov |
| Crusonia Wealth Advisors LLC | Denver | 2 | $12.9 million | $1.18 billion | adviserinfo.sec.gov |
| Jackson Creek Investment Advisors LLC | Castle Rock | Fewer than 5 | $10.6 million | $349 million | adviserinfo.sec.gov |
| Intentional Wealth Strategies | Colorado Springs | Fewer than 5 | $9.6 million | $171.3 million | adviserinfo.sec.gov |
| Class VI Family Office, LLC | Denver | 5 | $9.6 million | $1.50 billion | adviserinfo.sec.gov |
| Impact Capital Partners LLC | Greenwood Village | Fewer than 5 | $9.5 million | $625.6 million | adviserinfo.sec.gov |
| The Millstone Evans Group, LLC | Boulder | 12 | $9.3 million | $893.3 million | adviserinfo.sec.gov |
| Buck Wealth Strategies, LLC | Denver | 5 | $9.1 million | $1.64 billion | adviserinfo.sec.gov |
| Owl Creek Wealth Partners | Greenwood Village | Fewer than 5 | $8.7 million | $602.3 million | adviserinfo.sec.gov |
| Black Swift Group, LLC | Boulder | 9 | $8.6 million | $694.1 million | adviserinfo.sec.gov |
| Ima Advisory Services, Inc. | Denver | 5 | $8.4 million | $3.90 billion | adviserinfo.sec.gov |
| Peak Capital Management, LLC | Greenwood Village | 5 | $7.7 million | $165.2 million | adviserinfo.sec.gov |
| Alpha Capital Family Office, LLC | Greenwood Village | Fewer than 5 | $7.5 million | $295.9 million | adviserinfo.sec.gov |
| World Capital Advisors, LLC | Denver | 3 | $6.6 million | $72 million | adviserinfo.sec.gov |
| Planwiser Financial | Colorado Springs | 4 | $6.4 million | $169.1 million | adviserinfo.sec.gov |
| The Institute | Denver | 4 | $6 million | $1.37 billion | adviserinfo.sec.gov |
| Heirloom Wealth Management LLC | Greenwood Village | 5 | $5.1 million | $1.11 billion | adviserinfo.sec.gov |
| Legacy Wealth Partners, LLC | Lakewood | 13 | $5 million | $646 million | adviserinfo.sec.gov |
| Capital Investment Counsel, LLC | Denver | Fewer than 5 | $5 million | $1.35 billion | adviserinfo.sec.gov |
| First Affirmative Financial Network LLC | Colorado Springs | 15 | $4.8 million | $905.2 million | adviserinfo.sec.gov |
| Lotusgroup Advisors | Denver | Fewer than 5 | $4.2 million | $286 million | adviserinfo.sec.gov |
| Gilpin Wealth Management LLC | Golden | 9 | $4.2 million | $227.2 million | adviserinfo.sec.gov |
| Cascade Investment Group, Inc. | Colorado Springs | 9 | $4 million | $419.9 million | adviserinfo.sec.gov |
| McAlvany Wealth Management, LLC | Durango | 7 | $3.8 million | $224.2 million | adviserinfo.sec.gov |
| Triumph Capital Management | Denver | 19 | $3.7 million | $645.6 million | adviserinfo.sec.gov |
| Whipplewood Advisors, LLC | Littleton | 5 | $3.6 million | $324.5 million | adviserinfo.sec.gov |
| Bauer Wealth Management Inc. | Colorado Springs | 1 | $3.1 million | $205.9 million | adviserinfo.sec.gov |
| M.Z. Kark & Associates, Inc | Denver | 1 | $2.5 million | $369.6 million | adviserinfo.sec.gov |
| Bam Wealth Management LLC | Lakewood | 3 | $2.2 million | $202 million | adviserinfo.sec.gov |
| The William Allan Corporation | Fort Collins | 12 | $2.2 million | $204.4 million | adviserinfo.sec.gov |
| Altus Wealth Group, LLC | Colorado Springs | 6 | $2 million | $620.1 million | adviserinfo.sec.gov |
| Seamount Financial Group Inc | Colorado Springs | 2 | $2 million | $745.2 million | adviserinfo.sec.gov |
| Zidel Financial Inc. | Breckenridge | 7 | $1.9 million | $159.6 million | adviserinfo.sec.gov |
| Gainline Financial Partners, LLC | Louisville | Fewer than 5 | $1.9 million | $348.6 million | adviserinfo.sec.gov |
| Higgins & Schmidt Wealth Strategies LLC | Denver | 4 | $1.8 million | $279.5 million | adviserinfo.sec.gov |
| Mattern Capital Management, LLC | Lakewood | 6 | $1.7 million | $1.07 billion | adviserinfo.sec.gov |
| Cimarron Wealth Management, Inc. | Montrose | 10 | $1.6 million | $327.3 million | adviserinfo.sec.gov |
| Roubaix Capital, LLC | Denver | 1 | $1.6 million | $298.9 million | adviserinfo.sec.gov |
| Paller Financial Services, Inc. | Centennial | 3 | $1.4 million | $147.9 million | adviserinfo.sec.gov |
| Peak Financial Advisors | Denver | 1 | $1.3 million | $268.8 million | adviserinfo.sec.gov |
| Tandem Financial, LLC | Greenwood Village | 4 | $1.3 million | $541.8 million | adviserinfo.sec.gov |
| J.F. Williams Co., Inc. | Denver | 1 | $1.3 million | $286.5 million | adviserinfo.sec.gov |
| Peak Asset Management, LLC | Louisville | Fewer than 5 | $1.2 million | $1.01 billion | adviserinfo.sec.gov |
| Credentialed Wealth Advisors, LLC | Johnstown | 5 | $1.2 million | $139.8 million | adviserinfo.sec.gov |
| Perspective Wealth Advisors | Loveland | 1 | $1 million | $158 million | adviserinfo.sec.gov |
| Wealthbuilders Investments | Greenwood Village | 2 | $979,278 | $172.6 million | adviserinfo.sec.gov |
| Intergy Private Wealth, LLC | Colorado Springs | 3 | $975,862 | $602.6 million | adviserinfo.sec.gov |
| Varra Financial | Louisville | 1 | $854,938 | $305.6 million | adviserinfo.sec.gov |
| Elevate Capital Advisors | Eagle | 6 | $849,222 | $183.3 million | adviserinfo.sec.gov |
| Acorn Creek Capital LLC | Fort Collins | Fewer than 5 | $778,253 | $488.7 million | adviserinfo.sec.gov |
| Agemy Wealth Advisors, LLC | Denver | Fewer than 5 | $700,000 | $130.5 million | adviserinfo.sec.gov |
| Alpine Wealth Advisors, LLC | Denver | Fewer than 5 | $662,992 | $115.7 million | adviserinfo.sec.gov |
| Marshall Investment Management, LLC | Greenwood Village | Fewer than 5 | $655,874 | $298 million | adviserinfo.sec.gov |
| Noble Wealth Management P.B.C. | Greenwood Village | 1 | $608,105 | $444.1 million | adviserinfo.sec.gov |
| Forty North Wealth | Glendale | 2 | $595,690 | $350.6 million | adviserinfo.sec.gov |
| Capital Financial Group, Inc. | Littleton | 2 | $577,124 | $237.4 million | adviserinfo.sec.gov |
| PVG Asset Management Corp | Centennial | 5 | $569,501 | $624.9 million | adviserinfo.sec.gov |
| Navigation Wealth Management | Fort Collins | 7 | $426,550 | $103.2 million | adviserinfo.sec.gov |
| Alpha Capital Management Group LLC | Denver | 1 | $412,878 | $734.4 million | adviserinfo.sec.gov |
| Cornerstone Investment Advisors, LLC | Boulder | 1 | $373,935 | $180.8 million | adviserinfo.sec.gov |
| Ridgegate Advisors, LLC | Englewood | 4 | $282,059 | $119 million | adviserinfo.sec.gov |
| Snowball Wealth Management | Boulder | 1 | $267,000 | $139.3 million | adviserinfo.sec.gov |
| Integra Financial, Inc. | Greenwood Village | 1 | $258,788 | $139 million | adviserinfo.sec.gov |
| Sharkey Howes & Javer Inc | Denver | 1 | $240,721 | $1.13 billion | adviserinfo.sec.gov |
| Integrity Wealth Solutions LLC | Denver | 1 | $223,357 | $369 million | adviserinfo.sec.gov |
| Financial Action, Inc. | Monument | 15 | $177,676 | $100.3 million | adviserinfo.sec.gov |
| Columbia Benefits, LLC | Denver | 3 | $158,450 | $116.2 million | adviserinfo.sec.gov |
| Peak Financial Management, Inc. | Broomfield | 1 | $133,958 | $109.4 million | adviserinfo.sec.gov |
| Ripl Wealth | Fort Collins | 1 | $101,113 | $31.8 million | adviserinfo.sec.gov |
| Jupiter Wealth Management, LLC | Glendale | Fewer than 5 | $93,737 | $416.8 million | adviserinfo.sec.gov |
| Evergreen Private Wealth | Greenwood Village | 1 | $66,859 | $264.7 million | adviserinfo.sec.gov |
| Cedarwood Wealth | Highlands Ranch | 2 | $63,295 | $213.4 million | adviserinfo.sec.gov |
| Downing Street Wealth Management LLC | Greenwood Village | Fewer than 5 | $4,511 | $175.6 million | 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.