Data / Investment advisers / Serving state and municipal governments / Colorado

Investment advisers in Colorado serving state and municipal governments: 23 firms

Name: Investment advisers in Colorado serving state and municipal governments: Form ADV data
Creator: SpecStream
License: https://creativecommons.org/licenses/by/4.0/

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

23 SEC registered investment advisers with a main office in Colorado report state and municipal governments among their clients in Form ADV item 5.D, and together they attribute $47.4 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Empower Advisory Group, LLC.

The request: Every investment adviser in Colorado that serves state and municipal governments, with AUM, phone and website. $10 of work on sign-up, no card.

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23Advisers
$47.4 billionAUM from this client type
21Advisers over $100 million
November 2, 2026File date

Advisers in Colorado serving state and municipal governments

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
Empower Advisory Group, LLC	Greenwood Village	2,400	$25.56 billion	$195.43 billion	adviserinfo.sec.gov
Ptma Investment Advisors	Denver	71	$15.72 billion	$104.24 billion	adviserinfo.sec.gov
Empower Capital Management, LLC	Greenwood Village	15	$3.65 billion	$77.96 billion	adviserinfo.sec.gov
Fiduciary Consulting Group	Greenwood Village	16	$728 million	$14.73 billion	adviserinfo.sec.gov
Janus Henderson Investors	Denver	5	$653.1 million	$380.43 billion	adviserinfo.sec.gov
Maxq Asset Management LLC	Greenwood Village	1	$407.7 million	$407.7 million	adviserinfo.sec.gov
Arrowmark Colorado Holdings, LLC	Denver	2	$174.5 million	$21.02 billion	adviserinfo.sec.gov
Focused Alpha, LLC	Greenwood Village	Fewer than 5	$150.6 million	$663.9 million	adviserinfo.sec.gov
Capital Investment Counsel, LLC	Denver	5	$93.9 million	$1.35 billion	adviserinfo.sec.gov
Cambiar Investors, LLC	Denver	13	$79.6 million	$2.92 billion	adviserinfo.sec.gov
Jackson Creek Investment Advisors LLC	Castle Rock	Fewer than 5	$58.7 million	$349 million	adviserinfo.sec.gov
Gill Capital Partners	Denver	2	$28.9 million	$862.4 million	adviserinfo.sec.gov
Alpha Capital Management Group LLC	Denver	1	$26.4 million	$734.4 million	adviserinfo.sec.gov
Towle & Co	Denver	1	$23.5 million	$473.7 million	adviserinfo.sec.gov
Resource Capital Funds	Denver	1	$23.2 million	$1.76 billion	adviserinfo.sec.gov
Synergy Capital	Fort Collins	2	$22.8 million	$98.8 million	adviserinfo.sec.gov
Obermeyer Wealth Partners	Aspen	1	$22.2 million	$3.03 billion	adviserinfo.sec.gov
JPL Wealth Management, LLC	Greenwood Village	1	$5.7 million	$587.9 million	adviserinfo.sec.gov
Summit Hill Wealth Management, LLC	Greenwood Village	1	$5.2 million	$145.7 million	adviserinfo.sec.gov
Shelton Capital Management	Denver	1	$520,116	$6.52 billion	adviserinfo.sec.gov
PVG Asset Management Corp	Centennial	1	$514,193	$624.9 million	adviserinfo.sec.gov
Rosecap Investment Advisors, LLC	Grand Junction	1	$64	$527.5 million	adviserinfo.sec.gov
Innovest Portfolio Solutions LLC	Denver	82	Not listed	Not listed	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.