Data / Investment advisers / Serving high net worth individuals / Colorado

Investment advisers in Colorado serving high net worth individuals: 251 firms

Name: Investment advisers in Colorado serving high net worth individuals: 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.

251 SEC registered investment advisers with a main office in Colorado report high net worth individuals among their clients in Form ADV item 5.D, and together they attribute $207 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.

The request: Every investment adviser in Colorado that serves high net worth individuals, with AUM, phone and website. $10 of work on sign-up, no card.

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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.

251Advisers
$207 billionAUM from this client type
240Advisers over $100 million
November 2, 2026File date

Advisers in Colorado serving high net worth individuals

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	18,398	$70.51 billion	$84.40 billion	adviserinfo.sec.gov
Empower Advisory Group, LLC	Greenwood Village	20,524	$38.72 billion	$195.43 billion	adviserinfo.sec.gov
Elevation Point Wealth Partners, LLC	Denver	1,599	$6.42 billion	$8.29 billion	adviserinfo.sec.gov
JFG Family Office	Denver	154	$4.50 billion	$4.53 billion	adviserinfo.sec.gov
Western Wealth Management LLC	Golden	3,272	$3.55 billion	$5.36 billion	adviserinfo.sec.gov
Bok Financial Private Wealth, Inc.	Denver	414	$2.93 billion	$3.72 billion	adviserinfo.sec.gov
GHP Investment Advisors Inc	Denver	605	$2.70 billion	$3.06 billion	adviserinfo.sec.gov
Obermeyer Wealth Partners	Aspen	570	$2.54 billion	$3.03 billion	adviserinfo.sec.gov
BSW Wealth Partners	Boulder	330	$2.11 billion	$2.24 billion	adviserinfo.sec.gov
Cherry Creek Family Offices	Denver	20	$1.97 billion	$2.02 billion	adviserinfo.sec.gov
Bear Creek Asset Management, LLC	Denver	126	$1.88 billion	$5.19 billion	adviserinfo.sec.gov
PCM Encore, LLC	Aspen	104	$1.84 billion	$2.05 billion	adviserinfo.sec.gov
Summit Wealth Group	Colorado Springs	584	$1.53 billion	$2.31 billion	adviserinfo.sec.gov
Class VI Family Office, LLC	Denver	148	$1.48 billion	$1.50 billion	adviserinfo.sec.gov
Nilsine Partners, LLC	Greenwood Village	277	$1.38 billion	$1.88 billion	adviserinfo.sec.gov
Paragon Capital Management	Denver	140	$1.29 billion	$1.32 billion	adviserinfo.sec.gov
The Institute	Denver	191	$1.19 billion	$1.37 billion	adviserinfo.sec.gov
Capital Investment Counsel, LLC	Denver	317	$1.19 billion	$1.35 billion	adviserinfo.sec.gov
Crusonia Wealth Advisors LLC	Denver	325	$1.09 billion	$1.18 billion	adviserinfo.sec.gov
Townsend	Westminster	511	$1.09 billion	$1.52 billion	adviserinfo.sec.gov
Geneos Wealth Management, Inc.	Englewood	618	$1.06 billion	$9.22 billion	adviserinfo.sec.gov
Schaefer Financial Management, Inc.	Centennial	233	$1.02 billion	$1.11 billion	adviserinfo.sec.gov
Mattern Capital Management, LLC	Lakewood	235	$984.9 million	$1.07 billion	adviserinfo.sec.gov
Sachem Hill LLC	Denver	99	$941.6 million	$1.18 billion	adviserinfo.sec.gov
Peak Asset Management, LLC	Louisville	215	$920.4 million	$1.01 billion	adviserinfo.sec.gov
Sprinkle Financial Consultants LLC	Littleton	161	$892.7 million	$926.1 million	adviserinfo.sec.gov
Bruni J V & Co	Colorado Springs	263	$831.1 million	$1.10 billion	adviserinfo.sec.gov
Bason Asset Management	Lakewood	120	$830 million	$848.8 million	adviserinfo.sec.gov
Sharkey Howes & Javer Inc	Denver	264	$811.2 million	$1.13 billion	adviserinfo.sec.gov
Marsico Capital Management, LLC	Denver	23	$807.5 million	$4.26 billion	adviserinfo.sec.gov
Shelton Capital Management	Denver	281	$799.7 million	$6.52 billion	adviserinfo.sec.gov
Uniting Wealth Partners	Denver	651	$788.1 million	$934.6 million	adviserinfo.sec.gov
Ima Advisory Services, Inc.	Denver	181	$772.4 million	$3.90 billion	adviserinfo.sec.gov
The Millstone Evans Group, LLC	Boulder	210	$741.6 million	$893.3 million	adviserinfo.sec.gov
Heirloom Wealth Management LLC	Greenwood Village	254	$730.8 million	$1.11 billion	adviserinfo.sec.gov
Semper Augustus Investments Group LLC	Highlands Ranch	201	$693.6 million	$982.2 million	adviserinfo.sec.gov
Tillman Hartley LLC	Denver	46	$638.2 million	$746.3 million	adviserinfo.sec.gov
Ramsay Stattman Vela & Price Inc	Colorado Springs	237	$633.8 million	$778.5 million	adviserinfo.sec.gov
Mountain Capital Investment Advisors Inc	Westminster	308	$629.3 million	$929.1 million	adviserinfo.sec.gov
Cambiar Investors, LLC	Denver	251	$624.1 million	$2.92 billion	adviserinfo.sec.gov
Owl Creek Wealth Partners	Greenwood Village	89	$589.8 million	$602.3 million	adviserinfo.sec.gov
Seamount Financial Group Inc	Colorado Springs	181	$589.7 million	$745.2 million	adviserinfo.sec.gov
Impact Capital Partners LLC	Greenwood Village	177	$585.2 million	$625.6 million	adviserinfo.sec.gov
Colorado Capital Management	Boulder	157	$565.1 million	$638.4 million	adviserinfo.sec.gov
Gill Capital Partners	Denver	195	$564.9 million	$862.4 million	adviserinfo.sec.gov
Corundum Group, Inc.	Colorado Springs	76	$563 million	$1.69 billion	adviserinfo.sec.gov
Investment Management Associates	Greenwood Village	260	$560.2 million	$810 million	adviserinfo.sec.gov
Kozak & Tripp Private Asset Management, Inc.	Highlands Ranch	153	$559.8 million	$813.4 million	adviserinfo.sec.gov
Rosel Wealth Management, LLC	Highlands Ranch	178	$558.9 million	$630.2 million	adviserinfo.sec.gov
Keystone Global Partners LLC	Denver	40	$532.8 million	$580.5 million	adviserinfo.sec.gov
Maia Wealth	Denver	226	$532.5 million	$973 million	adviserinfo.sec.gov
JPL Wealth Management, LLC	Greenwood Village	169	$526.4 million	$587.9 million	adviserinfo.sec.gov
Arrowmark Colorado Holdings, LLC	Denver	36	$508.4 million	$21.02 billion	adviserinfo.sec.gov
Peak Planning Group, LLC	Centennial	174	$505.1 million	$710 million	adviserinfo.sec.gov
Black Swift Group, LLC	Boulder	150	$493.7 million	$694.1 million	adviserinfo.sec.gov
Stordahl Capital Management, Inc.	Greenwood Village	173	$490.7 million	$675.9 million	adviserinfo.sec.gov
Intergy Private Wealth, LLC	Colorado Springs	233	$483.3 million	$602.6 million	adviserinfo.sec.gov
Hinds Financial Group Inc	Lakewood	136	$465.6 million	$536.9 million	adviserinfo.sec.gov
Altus Wealth Group, LLC	Colorado Springs	181	$451.9 million	$620.1 million	adviserinfo.sec.gov
Denver PWM, LLC	Denver	89	$429.9 million	$524.4 million	adviserinfo.sec.gov
Michaud Capital Management LLC	Denver	12	$427.2 million	$2.44 billion	adviserinfo.sec.gov
Rosecap Investment Advisors, LLC	Grand Junction	288	$426.4 million	$527.5 million	adviserinfo.sec.gov
Boulder Asset Management	Englewood	66	$426.1 million	$426.1 million	adviserinfo.sec.gov
Mainline West Fund Manager LLC	Denver	109	$422 million	$1.77 billion	adviserinfo.sec.gov
Acorn Creek Capital LLC	Fort Collins	125	$410.3 million	$488.7 million	adviserinfo.sec.gov
Tandem Financial, LLC	Greenwood Village	135	$409.2 million	$541.8 million	adviserinfo.sec.gov
Shearwater Capital	Denver	120	$402.1 million	$427.3 million	adviserinfo.sec.gov
First Affirmative Financial Network LLC	Colorado Springs	1,280	$400.4 million	$905.2 million	adviserinfo.sec.gov
Edgerock Wealth Management	Denver	156	$399.5 million	$578.9 million	adviserinfo.sec.gov
A & I Wealth Management	Lone Tree	165	$395.8 million	$560 million	adviserinfo.sec.gov
Triumph Capital Management	Denver	378	$393.6 million	$645.6 million	adviserinfo.sec.gov
Gallacher Capital Management, LLC	Lone Tree	119	$391.4 million	$539 million	adviserinfo.sec.gov
Jupiter Wealth Management, LLC	Glendale	59	$388.6 million	$416.8 million	adviserinfo.sec.gov
Noble Wealth Management P.B.C.	Greenwood Village	91	$373.5 million	$444.1 million	adviserinfo.sec.gov
Causey Wealth LLC	Greenwood Village	89	$365.1 million	$393.2 million	adviserinfo.sec.gov
G&S Capital LLC	Denver	157	$362.7 million	$475.6 million	adviserinfo.sec.gov
Family Financial Solutions Group, LLC	Durango	16	$362.3 million	$500.7 million	adviserinfo.sec.gov
Legacy Wealth Partners, LLC	Lakewood	185	$355.3 million	$646 million	adviserinfo.sec.gov
Clear Creek Advisors	Denver	99	$354 million	$722.5 million	adviserinfo.sec.gov
Denver Wealth Management, Inc.	Denver	211	$350.6 million	$529.8 million	adviserinfo.sec.gov
Petra Financial Advisors Inc	Colorado Springs	123	$347.1 million	$447.2 million	adviserinfo.sec.gov
M.Z. Kark & Associates, Inc	Denver	94	$343.7 million	$369.6 million	adviserinfo.sec.gov
Financial Security Management, Inc	Lakewood	129	$320.2 million	$611.5 million	adviserinfo.sec.gov
Focused Alpha, LLC	Greenwood Village	128	$316.7 million	$663.9 million	adviserinfo.sec.gov
Integrity Wealth Solutions LLC	Denver	71	$311.6 million	$369 million	adviserinfo.sec.gov
Prudent Man Investment Management	Lousiville	106	$310.9 million	$390.2 million	adviserinfo.sec.gov
Keystone Financial Services	Loveland	136	$309.5 million	$379.2 million	adviserinfo.sec.gov
Cherry Creek Investment Advisors Inc	Englewood	93	$304.7 million	$351.9 million	adviserinfo.sec.gov
Gainline Financial Partners, LLC	Louisville	581	$294.2 million	$348.6 million	adviserinfo.sec.gov
Boulder Wealth Advisors, LLC	Boulder	99	$293.7 million	$337.9 million	adviserinfo.sec.gov
Whipplewood Advisors, LLC	Littleton	197	$290.6 million	$324.5 million	adviserinfo.sec.gov
M4a3 LLC	Boulder	60	$288.3 million	$322 million	adviserinfo.sec.gov
Wakefield Wealth Management, LLLP	Englewood	77	$284.1 million	$512.9 million	adviserinfo.sec.gov
Destiny Capital Corporation	Denver	92	$273.9 million	$382.2 million	adviserinfo.sec.gov
Buck Wealth Strategies, LLC	Denver	156	$273.3 million	$1.64 billion	adviserinfo.sec.gov
Impactfolio LLC	Denver	99	$272.7 million	$288.9 million	adviserinfo.sec.gov
Wakefield Asset Management, LLLP	Englewood	85	$266.7 million	$454 million	adviserinfo.sec.gov
Alpha Capital Family Office, LLC	Greenwood Village	83	$265.4 million	$295.9 million	adviserinfo.sec.gov
Theory Financial	Fort Collins	106	$255.4 million	$319.2 million	adviserinfo.sec.gov
Ryan Investments	Basalt	101	$255.2 million	$272 million	adviserinfo.sec.gov
Toro West Capital Advisors	Louisville	17	$243 million	$245.7 million	adviserinfo.sec.gov
Peak Financial Advisors	Denver	70	$242.6 million	$268.8 million	adviserinfo.sec.gov
Lotusgroup Advisors	Denver	71	$237.8 million	$286 million	adviserinfo.sec.gov
Kilterhowling LLC	Boulder	91	$232.7 million	$292.9 million	adviserinfo.sec.gov
The Wealth Conservancy, Inc.	Boulder	21	$227.8 million	$260 million	adviserinfo.sec.gov
Bruce G. Allen Investments, LLC	Denver	74	$227.2 million	$258.1 million	adviserinfo.sec.gov
Higgins & Schmidt Wealth Strategies LLC	Denver	102	$226 million	$279.5 million	adviserinfo.sec.gov
Peak Investment Advisors, Inc.	Colorado Springs	25	$224.6 million	$234.6 million	adviserinfo.sec.gov
Aspen Wealth Strategies, LLC	Arvada	115	$224.4 million	$312.2 million	adviserinfo.sec.gov
Marshall Investment Management, LLC	Greenwood Village	257	$223.6 million	$298 million	adviserinfo.sec.gov
J.F. Williams Co., Inc.	Denver	50	$222.6 million	$286.5 million	adviserinfo.sec.gov
Broadview Wealth Partners	Boulder	94	$218.3 million	$304.7 million	adviserinfo.sec.gov
Jim Saulnier & Associates, LLC	Fort Collins	86	$215.3 million	$286.4 million	adviserinfo.sec.gov
Evergreen Private Wealth	Greenwood Village	87	$212.5 million	$264.7 million	adviserinfo.sec.gov
Cosner Financial Group, LLC	Windsor	130	$210.4 million	$369.8 million	adviserinfo.sec.gov
Cascade Investment Group, Inc.	Colorado Springs	78	$208 million	$419.9 million	adviserinfo.sec.gov
Vital Investment Management LLC	Loveland	99	$205.8 million	$283.9 million	adviserinfo.sec.gov
Highpass Asset Management LLC	Denver	67	$202.3 million	$218.2 million	adviserinfo.sec.gov
Essential Investment Partners, LLC	Englewood	54	$200.8 million	$223 million	adviserinfo.sec.gov
Trail Ridge Investment Advisors, LLC	Fort Collins	51	$192.6 million	$352.9 million	adviserinfo.sec.gov
Cedarwood Wealth	Highlands Ranch	56	$189.8 million	$213.4 million	adviserinfo.sec.gov
Varra Financial	Louisville	92	$185.9 million	$305.6 million	adviserinfo.sec.gov
FFG Retirement Counseling	Centennial	80	$185.3 million	$216.5 million	adviserinfo.sec.gov
Gilpin Wealth Management LLC	Golden	79	$184.6 million	$227.2 million	adviserinfo.sec.gov
JHP Wealth Management, LLC	Centennial	57	$180.9 million	$223.8 million	adviserinfo.sec.gov
Global Wealth Strategies and Associates, LLC	Denver	116	$179.7 million	$457 million	adviserinfo.sec.gov
Hoffmann Hermanson	Denver	71	$174.4 million	$198.1 million	adviserinfo.sec.gov
Bauer Wealth Management Inc.	Colorado Springs	86	$174.2 million	$205.9 million	adviserinfo.sec.gov
Forty North Wealth	Glendale	74	$173.3 million	$350.6 million	adviserinfo.sec.gov
7two	Denver	42	$169.6 million	$230.4 million	adviserinfo.sec.gov
Cimarron Wealth Management, Inc.	Montrose	74	$169.6 million	$327.3 million	adviserinfo.sec.gov
Altius Financial, Inc.	Denver	67	$165.4 million	$212.2 million	adviserinfo.sec.gov
Wealth Watch Advisors, Inc	Englewood	65	$165.3 million	$612.4 million	adviserinfo.sec.gov
West End Wealth Management, LLC	Denver	33	$160.9 million	$170.4 million	adviserinfo.sec.gov
Steele Street Private Wealth Management	Denver	60	$159.6 million	$187.5 million	adviserinfo.sec.gov
Stone Creek Group, LLC	Englewood	51	$158.6 million	$250.6 million	adviserinfo.sec.gov
Silverpeak Wealth Advisors	Boulder	56	$157 million	$177.4 million	adviserinfo.sec.gov
Larimer Capital Corporation	Denver	45	$156.4 million	$169.9 million	adviserinfo.sec.gov
Ventana Private Wealth LLC	Denver	33	$155.8 million	$158.6 million	adviserinfo.sec.gov
Synergy Financial Partners, LLC	Denver	83	$155.1 million	$308.7 million	adviserinfo.sec.gov
The William Allan Corporation	Fort Collins	65	$152.4 million	$204.4 million	adviserinfo.sec.gov
Fidelis Wealth Advisors	Castle Rock	85	$150 million	$210.4 million	adviserinfo.sec.gov
Wisdom Wealth Strategies	Greenwood Village	79	$148.6 million	$190.5 million	adviserinfo.sec.gov
Red Mountain Financial Partners	Durango	64	$147.8 million	$225.6 million	adviserinfo.sec.gov
Capital Financial Group, Inc.	Littleton	62	$147.1 million	$237.4 million	adviserinfo.sec.gov
Parsonex Advisory Services, Inc.	Englewood	60	$146.9 million	$271.3 million	adviserinfo.sec.gov
Butler Financial Services	Denver	44	$146.4 million	$154.7 million	adviserinfo.sec.gov
Cornerstone Investment Advisors, LLC	Boulder	58	$144.1 million	$180.8 million	adviserinfo.sec.gov
Vanguard Capital	Denver	52	$143.9 million	$190.4 million	adviserinfo.sec.gov
Zidel Financial Inc.	Breckenridge	44	$143.8 million	$159.6 million	adviserinfo.sec.gov
Capital Asset Management, LLC	Denver	46	$142.9 million	$208.8 million	adviserinfo.sec.gov
Welch Financial Planning, LLC	Boulder	54	$142.6 million	$198.1 million	adviserinfo.sec.gov
Outbound Financial	Boulder	90	$142.3 million	$151.2 million	adviserinfo.sec.gov
Pulliam Family Office, LLC	Crested Butte	37	$141.7 million	$141.7 million	adviserinfo.sec.gov
Elevate Capital Advisors	Eagle	82	$139.6 million	$183.3 million	adviserinfo.sec.gov
Downing Street Wealth Management LLC	Greenwood Village	57	$139.1 million	$175.6 million	adviserinfo.sec.gov
Callahan Capital Management	Steamboat Springs	62	$137.1 million	$217.5 million	adviserinfo.sec.gov
Three Peaks Capital Management, LLC	Castle Rock	29	$134.8 million	$222.9 million	adviserinfo.sec.gov
Horizon Wealth	Denver	76	$130.7 million	$147.2 million	adviserinfo.sec.gov
PVG Asset Management Corp	Centennial	45	$128.8 million	$624.9 million	adviserinfo.sec.gov
Bonfire Financial, LLC	Colorado Springs	55	$128.5 million	$234 million	adviserinfo.sec.gov
Quish	Boulder	13	$127.6 million	$154.2 million	adviserinfo.sec.gov
Hinchley Advisory Group, LLC	Centennial	65	$127 million	$193.1 million	adviserinfo.sec.gov
Peak Capital Management, LLC	Greenwood Village	30	$127 million	$165.2 million	adviserinfo.sec.gov
Collier Financial, Inc	Denver	80	$126.4 million	$160.5 million	adviserinfo.sec.gov
Exceptional Wealth & Family Office	Colorado Springs	41	$126.1 million	$292.2 million	adviserinfo.sec.gov
Protocol Wealth, LLC	Denver	34	$126 million	$153.2 million	adviserinfo.sec.gov
Bam Wealth Management LLC	Lakewood	70	$123.1 million	$202 million	adviserinfo.sec.gov
Centerpiece Wealth Advisor	Greenwood Village	38	$120.6 million	$138.6 million	adviserinfo.sec.gov
Elderado Financial, Inc	Montrose	62	$120.2 million	$237.2 million	adviserinfo.sec.gov
Green Alpha Investments	Niwot	45	$119.6 million	$253.9 million	adviserinfo.sec.gov
Summit Hill Wealth Management, LLC	Greenwood Village	34	$118.8 million	$145.7 million	adviserinfo.sec.gov
Integra Financial, Inc.	Greenwood Village	34	$116.3 million	$139 million	adviserinfo.sec.gov
Paramount Associates Wealth Management	Greenwood Village	74	$116 million	$146.5 million	adviserinfo.sec.gov
Intentional Wealth Strategies	Colorado Springs	52	$113.9 million	$171.3 million	adviserinfo.sec.gov
Summitpoint Capital Management	Littleton	41	$113.2 million	$132.5 million	adviserinfo.sec.gov
Perspective Wealth Advisors	Loveland	53	$112.7 million	$158 million	adviserinfo.sec.gov
Fpfoco	Fort Collins	41	$111.6 million	$151.7 million	adviserinfo.sec.gov
Wealthbuilders Investments	Greenwood Village	77	$111.2 million	$172.6 million	adviserinfo.sec.gov
Paller Financial Services, Inc.	Centennial	43	$111 million	$147.9 million	adviserinfo.sec.gov
Cultivate Wealth Partners	Broomfield	23	$110.4 million	$125.3 million	adviserinfo.sec.gov
Wealth Engineers, LLC	Denver	35	$104.7 million	$117.6 million	adviserinfo.sec.gov
Alpine Wealth Advisors, LLC	Denver	47	$103.4 million	$115.7 million	adviserinfo.sec.gov
Tucker Asset Management LLC	Littleton	43	$103.1 million	$603.6 million	adviserinfo.sec.gov
White Hawk Wealth Management	Broomfield	63	$102.8 million	$131.2 million	adviserinfo.sec.gov
Dodds Wealth, LLC	Greenwood Village	179	$102 million	$706.2 million	adviserinfo.sec.gov
Tier One Wealth Management	Lone Tree	60	$101.1 million	$154 million	adviserinfo.sec.gov
Loyd Financial Management Inc.	Centennial	53	$97.8 million	$133.5 million	adviserinfo.sec.gov
Season Investments, LLC	Colorado Springs	37	$95.9 million	$159.7 million	adviserinfo.sec.gov
Trailwise Financial Partners, LLC	Golden	51	$95.7 million	$144.8 million	adviserinfo.sec.gov
Fit Wealth Management	Centennial	43	$95.6 million	$147.4 million	adviserinfo.sec.gov
Cohesion Wealth Management, LLC	Broomfield	211	$95 million	$171 million	adviserinfo.sec.gov
Bright Advisors	Greenwood Village	57	$93.6 million	$128.2 million	adviserinfo.sec.gov
RS Asset Management, LLC	Colorado Springs	83	$91.1 million	$107.2 million	adviserinfo.sec.gov
Rigden Capital Strategies	Englewood	38	$91.1 million	$168.9 million	adviserinfo.sec.gov
Icon Advisers, Inc.	Greenwood Village	7	$89.1 million	$875.9 million	adviserinfo.sec.gov
Noble Wealth Partners	Denver	45	$83.9 million	$118.5 million	adviserinfo.sec.gov
Peterson Financial Services LLC	Denver	26	$82.7 million	$124 million	adviserinfo.sec.gov
Forward Wealth	Lone Tree	15	$81.6 million	$111.1 million	adviserinfo.sec.gov
Columbia Benefits, LLC	Denver	48	$81.1 million	$116.2 million	adviserinfo.sec.gov
Panorama Wealth Advisors	Greenwood Village	39	$78.2 million	$133.7 million	adviserinfo.sec.gov
Planwiser Financial	Colorado Springs	47	$78 million	$169.1 million	adviserinfo.sec.gov
Innovative Financial, LLC	Lakewood	61	$77.7 million	$105.3 million	adviserinfo.sec.gov
CDP Financial Group, LLC	Littleton	24	$75.4 million	$100.5 million	adviserinfo.sec.gov
Blue Heron Capital	Englewood	80	$74.3 million	$102.2 million	adviserinfo.sec.gov
Jackson Wealth Management, LLC	Castle Rock	32	$67.7 million	$107 million	adviserinfo.sec.gov
Alpha Capital Management Group LLC	Denver	36	$66.3 million	$734.4 million	adviserinfo.sec.gov
Synergy Capital	Fort Collins	40	$64.7 million	$98.8 million	adviserinfo.sec.gov
Snowball Wealth Management	Boulder	27	$64 million	$139.3 million	adviserinfo.sec.gov
Peace of Mind Financial Planning, Inc	Colorado Springs	17	$63.6 million	$123.6 million	adviserinfo.sec.gov
Growstrong Wealth Strategies	Fort Collins	49	$63 million	$127 million	adviserinfo.sec.gov
Ridgegate Advisors, LLC	Englewood	27	$62.7 million	$119 million	adviserinfo.sec.gov
Agemy Wealth Advisors, LLC	Denver	111	$60 million	$130.5 million	adviserinfo.sec.gov
Oak Street Investments	Greenwood Village	29	$58.9 million	$125.5 million	adviserinfo.sec.gov
Lord and Richards	Highlands Ranch	87	$56.7 million	$128.8 million	adviserinfo.sec.gov
Credentialed Wealth Advisors, LLC	Johnstown	40	$55.5 million	$139.8 million	adviserinfo.sec.gov
Peak Financial Management, Inc.	Broomfield	25	$54.7 million	$109.4 million	adviserinfo.sec.gov
Towle & Co	Denver	17	$51.4 million	$473.7 million	adviserinfo.sec.gov
Jackson Creek Investment Advisors LLC	Castle Rock	20	$50.4 million	$349 million	adviserinfo.sec.gov
World Capital Advisors, LLC	Denver	28	$47.7 million	$72 million	adviserinfo.sec.gov
Mathies Financial Partners	Pueblo	26	$42.9 million	$104 million	adviserinfo.sec.gov
56 Capital Partners, LTD	Colorado Springs	36	$41 million	$113.3 million	adviserinfo.sec.gov
RPC Wealth, LLC	Loveland	22	$39.2 million	$106.3 million	adviserinfo.sec.gov
Financial Mountain Inc	Boulder	37	$34.3 million	$111.3 million	adviserinfo.sec.gov
Bespoke Advisory	Evergreen	8	$33.7 million	$284 million	adviserinfo.sec.gov
Infinium Investment Advisors, LLC	Denver	67	$30.3 million	$155.3 million	adviserinfo.sec.gov
Spruceview Capital Partners LLC	Denver	1	$28.9 million	$2.35 billion	adviserinfo.sec.gov
Integrated Benefits, Incorporated	Grand Junction	25	$27.8 million	$101.3 million	adviserinfo.sec.gov
Helm Investment Management, LLC	Denver	85	$26.1 million	$370.8 million	adviserinfo.sec.gov
Navigation Wealth Management	Fort Collins	14	$24.3 million	$103.2 million	adviserinfo.sec.gov
BZ Wealth Advisors, LLC	Littleton	16	$24.1 million	$26 million	adviserinfo.sec.gov
GBG Wealth Management LLC	Lone Tree	21	$22.3 million	$23.8 million	adviserinfo.sec.gov
Ripl Wealth	Fort Collins	9	$21.7 million	$31.8 million	adviserinfo.sec.gov
Consilium, LLC	Boulder	7	$18.5 million	$215 million	adviserinfo.sec.gov
Financial Action, Inc.	Monument	32	$17.7 million	$100.3 million	adviserinfo.sec.gov
Sanctuary Advisors	Denver	17	$16.2 million	$191.5 million	adviserinfo.sec.gov
Senior Tax Advisory Group, Inc.	Colorado Springs	5	$16.2 million	$122.8 million	adviserinfo.sec.gov
Best Life Infinity, LLC	Colorado Springs	9	$14.1 million	$48.2 million	adviserinfo.sec.gov
Swan Global Investments, LLC	Durango	31	$12.7 million	$2.39 billion	adviserinfo.sec.gov
Investment Research Corp	Denver	4	$11.5 million	$76.3 million	adviserinfo.sec.gov
Janus Henderson Investors	Denver	Fewer than 5	$10.4 million	$380.43 billion	adviserinfo.sec.gov
Apo Financial Services, LLC	Westminster	6	$10.1 million	$124.3 million	adviserinfo.sec.gov
Integrity Prosperity Security (Ips) Strategic Capital	Denver	4	$10 million	$90.9 million	adviserinfo.sec.gov
Proprietary Capital, LLC	Denver	19	$9.6 million	$651.8 million	adviserinfo.sec.gov
Crescat Portfolio Management LLC	Denver	23	$9.1 million	$536.1 million	adviserinfo.sec.gov
1888 Investments, LLC	Denver	16	$5.6 million	$5.91 billion	adviserinfo.sec.gov
Israel Investment Advisors, LLC	Denver	1	$4.5 million	$96.3 million	adviserinfo.sec.gov
Ux Wealth Partners LLC	Centennial	1	$3.6 million	$1.87 billion	adviserinfo.sec.gov
Envoy Advisory Inc.	Colorado Springs	2	$2.7 million	$615 million	adviserinfo.sec.gov
Monticello Associates, LLC	Denver	263	Not listed	Not listed	adviserinfo.sec.gov
Innovest Portfolio Solutions LLC	Denver	178	Not listed	Not listed	adviserinfo.sec.gov

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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.