Data / Investment advisers / Serving individuals / Colorado

Investment advisers in Colorado serving individuals: 240 firms

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

240 SEC registered investment advisers with a main office in Colorado report individuals among their clients in Form ADV item 5.D, and together they attribute $175 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.

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.

Get individuals advisers in Colorado Watch new advisers in Colorado

240Advisers
$175 billionAUM from this client type
229Advisers over $100 million
November 2, 2026File date

Advisers in Colorado serving 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
Empower Advisory Group, LLC	Greenwood Village	272,823	$127.04 billion	$195.43 billion	adviserinfo.sec.gov
Geneos Wealth Management, Inc.	Englewood	20,649	$7.94 billion	$9.22 billion	adviserinfo.sec.gov
Mercer Global Advisors Inc.	Denver	16,646	$7.08 billion	$84.40 billion	adviserinfo.sec.gov
Aspen Grove Capital, LLC	Avon	40	$6.65 billion	$6.67 billion	adviserinfo.sec.gov
Janus Henderson Investors	Denver	7,214	$1.77 billion	$380.43 billion	adviserinfo.sec.gov
Elevation Point Wealth Partners, LLC	Denver	3,280	$1.67 billion	$8.29 billion	adviserinfo.sec.gov
Western Wealth Management LLC	Golden	7,747	$1.49 billion	$5.36 billion	adviserinfo.sec.gov
Cambiar Investors, LLC	Denver	5,003	$1.21 billion	$2.92 billion	adviserinfo.sec.gov
Summit Wealth Group	Colorado Springs	2,533	$779.8 million	$2.31 billion	adviserinfo.sec.gov
Buck Wealth Strategies, LLC	Denver	2,578	$612.3 million	$1.64 billion	adviserinfo.sec.gov
Envoy Advisory Inc.	Colorado Springs	1,983	$607.2 million	$615 million	adviserinfo.sec.gov
Dodds Wealth, LLC	Greenwood Village	242	$580.5 million	$706.2 million	adviserinfo.sec.gov
Shelton Capital Management	Denver	1,151	$509 million	$6.52 billion	adviserinfo.sec.gov
First Affirmative Financial Network LLC	Colorado Springs	995	$486.4 million	$905.2 million	adviserinfo.sec.gov
Wealth Watch Advisors, Inc	Englewood	3,522	$447 million	$612.4 million	adviserinfo.sec.gov
Maia Wealth	Denver	1,901	$435.6 million	$973 million	adviserinfo.sec.gov
Townsend	Westminster	1,003	$433.1 million	$1.52 billion	adviserinfo.sec.gov
Tucker Asset Management LLC	Littleton	2,900	$428.6 million	$603.6 million	adviserinfo.sec.gov
Swan Global Investments, LLC	Durango	1,183	$379.8 million	$2.39 billion	adviserinfo.sec.gov
Clear Creek Advisors	Denver	384	$368.5 million	$722.5 million	adviserinfo.sec.gov
Helm Investment Management, LLC	Denver	55	$344.7 million	$370.8 million	adviserinfo.sec.gov
GHP Investment Advisors Inc	Denver	621	$307.3 million	$3.06 billion	adviserinfo.sec.gov
Mountain Capital Investment Advisors Inc	Westminster	883	$299.4 million	$929.1 million	adviserinfo.sec.gov
Financial Security Management, Inc	Lakewood	973	$291.4 million	$611.5 million	adviserinfo.sec.gov
Legacy Wealth Partners, LLC	Lakewood	859	$284.9 million	$646 million	adviserinfo.sec.gov
Global Wealth Strategies and Associates, LLC	Denver	805	$273.4 million	$457 million	adviserinfo.sec.gov
Heirloom Wealth Management LLC	Greenwood Village	575	$241.8 million	$1.11 billion	adviserinfo.sec.gov
Kozak & Tripp Private Asset Management, Inc.	Highlands Ranch	622	$233.7 million	$813.4 million	adviserinfo.sec.gov
Triumph Capital Management	Denver	1,815	$223.4 million	$645.6 million	adviserinfo.sec.gov
McAlvany Wealth Management, LLC	Durango	650	$217.6 million	$224.2 million	adviserinfo.sec.gov
Sharkey Howes & Javer Inc	Denver	604	$208.1 million	$1.13 billion	adviserinfo.sec.gov
Peak Planning Group, LLC	Centennial	664	$203.1 million	$710 million	adviserinfo.sec.gov
Denver Wealth Management, Inc.	Denver	775	$178.5 million	$529.8 million	adviserinfo.sec.gov
Obermeyer Wealth Partners	Aspen	545	$177 million	$3.03 billion	adviserinfo.sec.gov
Forty North Wealth	Glendale	458	$176.7 million	$350.6 million	adviserinfo.sec.gov
Focused Alpha, LLC	Greenwood Village	413	$176.1 million	$663.9 million	adviserinfo.sec.gov
Financially Speaking Inc	Greenwood Village	295	$164.8 million	$164.8 million	adviserinfo.sec.gov
Edgerock Wealth Management	Denver	408	$163.2 million	$578.9 million	adviserinfo.sec.gov
A & I Wealth Management	Lone Tree	353	$160.3 million	$560 million	adviserinfo.sec.gov
Investment Management Associates	Greenwood Village	115	$159.1 million	$810 million	adviserinfo.sec.gov
Altus Wealth Group, LLC	Colorado Springs	604	$157.7 million	$620.1 million	adviserinfo.sec.gov
Sanctuary Advisors	Denver	28	$156.1 million	$191.5 million	adviserinfo.sec.gov
Bok Financial Private Wealth, Inc.	Denver	323	$148.7 million	$3.72 billion	adviserinfo.sec.gov
Cascade Investment Group, Inc.	Colorado Springs	502	$142.1 million	$419.9 million	adviserinfo.sec.gov
The Institute	Denver	612	$139.1 million	$1.37 billion	adviserinfo.sec.gov
Synergy Financial Partners, LLC	Denver	428	$136.3 million	$308.7 million	adviserinfo.sec.gov
Cimarron Wealth Management, Inc.	Montrose	478	$134.2 million	$327.3 million	adviserinfo.sec.gov
The Millstone Evans Group, LLC	Boulder	420	$131.5 million	$893.3 million	adviserinfo.sec.gov
Seamount Financial Group Inc	Colorado Springs	304	$130.3 million	$745.2 million	adviserinfo.sec.gov
Nilsine Partners, LLC	Greenwood Village	263	$129.4 million	$1.88 billion	adviserinfo.sec.gov
Infinium Investment Advisors, LLC	Denver	48	$125 million	$155.3 million	adviserinfo.sec.gov
Gallacher Capital Management, LLC	Lone Tree	394	$120.3 million	$539 million	adviserinfo.sec.gov
Elderado Financial, Inc	Montrose	351	$117.1 million	$237.2 million	adviserinfo.sec.gov
Varra Financial	Louisville	416	$116.3 million	$305.6 million	adviserinfo.sec.gov
Intergy Private Wealth, LLC	Colorado Springs	347	$115 million	$602.6 million	adviserinfo.sec.gov
Apo Financial Services, LLC	Westminster	536	$114.2 million	$124.3 million	adviserinfo.sec.gov
G&S Capital LLC	Denver	264	$109.3 million	$475.6 million	adviserinfo.sec.gov
Destiny Capital Corporation	Denver	168	$108.3 million	$382.2 million	adviserinfo.sec.gov
Senior Tax Advisory Group, Inc.	Colorado Springs	797	$106.6 million	$122.8 million	adviserinfo.sec.gov
Black Swift Group, LLC	Boulder	232	$102.7 million	$694.1 million	adviserinfo.sec.gov
Ima Advisory Services, Inc.	Denver	249	$101 million	$3.90 billion	adviserinfo.sec.gov
Gill Capital Partners	Denver	239	$97.2 million	$862.4 million	adviserinfo.sec.gov
Schaefer Financial Management, Inc.	Centennial	213	$95.5 million	$1.11 billion	adviserinfo.sec.gov
Petra Financial Advisors Inc	Colorado Springs	255	$93.4 million	$447.2 million	adviserinfo.sec.gov
Parsonex Advisory Services, Inc.	Englewood	270	$91.4 million	$271.3 million	adviserinfo.sec.gov
Cosner Financial Group, LLC	Windsor	484	$90.4 million	$369.8 million	adviserinfo.sec.gov
Tandem Financial, LLC	Greenwood Village	312	$90.2 million	$541.8 million	adviserinfo.sec.gov
Broadview Wealth Partners	Boulder	216	$86.3 million	$304.7 million	adviserinfo.sec.gov
Credentialed Wealth Advisors, LLC	Johnstown	257	$82.9 million	$139.8 million	adviserinfo.sec.gov
Financial Action, Inc.	Monument	432	$82.4 million	$100.3 million	adviserinfo.sec.gov
BSW Wealth Partners	Boulder	146	$82 million	$2.24 billion	adviserinfo.sec.gov
Aspen Wealth Strategies, LLC	Arvada	248	$80.8 million	$312.2 million	adviserinfo.sec.gov
Integrity Prosperity Security (Ips) Strategic Capital	Denver	190	$80.7 million	$90.9 million	adviserinfo.sec.gov
Callahan Capital Management	Steamboat Springs	327	$80.3 million	$217.5 million	adviserinfo.sec.gov
Navigation Wealth Management	Fort Collins	940	$78.4 million	$103.2 million	adviserinfo.sec.gov
Financial Mountain Inc	Boulder	90	$77 million	$111.3 million	adviserinfo.sec.gov
Bam Wealth Management LLC	Lakewood	215	$76.7 million	$202 million	adviserinfo.sec.gov
Vital Investment Management LLC	Loveland	292	$75.4 million	$283.9 million	adviserinfo.sec.gov
Capital Financial Group, Inc.	Littleton	171	$75.3 million	$237.4 million	adviserinfo.sec.gov
Snowball Wealth Management	Boulder	135	$73.9 million	$139.3 million	adviserinfo.sec.gov
Crusonia Wealth Advisors LLC	Denver	215	$73.5 million	$1.18 billion	adviserinfo.sec.gov
Planwiser Financial	Colorado Springs	164	$73.4 million	$169.1 million	adviserinfo.sec.gov
Marshall Investment Management, LLC	Greenwood Village	330	$72.9 million	$298 million	adviserinfo.sec.gov
Lord and Richards	Highlands Ranch	1,141	$72.1 million	$128.8 million	adviserinfo.sec.gov
Rosecap Investment Advisors, LLC	Grand Junction	433	$71.3 million	$527.5 million	adviserinfo.sec.gov
Hinds Financial Group Inc	Lakewood	162	$71 million	$536.9 million	adviserinfo.sec.gov
Jim Saulnier & Associates, LLC	Fort Collins	98	$70.9 million	$286.4 million	adviserinfo.sec.gov
Keystone Financial Services	Loveland	162	$69.7 million	$379.2 million	adviserinfo.sec.gov
Rigden Capital Strategies	Englewood	291	$69.1 million	$168.9 million	adviserinfo.sec.gov
Agemy Wealth Advisors, LLC	Denver	293	$69 million	$130.5 million	adviserinfo.sec.gov
Bonfire Financial, LLC	Colorado Springs	206	$68.5 million	$234 million	adviserinfo.sec.gov
Bruni J V & Co	Colorado Springs	123	$67.6 million	$1.10 billion	adviserinfo.sec.gov
RPC Wealth, LLC	Loveland	320	$67 million	$106.3 million	adviserinfo.sec.gov
Hinchley Advisory Group, LLC	Centennial	231	$66 million	$193.1 million	adviserinfo.sec.gov
Prudent Man Investment Management	Lousiville	137	$64.9 million	$390.2 million	adviserinfo.sec.gov
Noble Wealth Management P.B.C.	Greenwood Village	107	$64 million	$444.1 million	adviserinfo.sec.gov
Theory Financial	Fort Collins	146	$63.8 million	$319.2 million	adviserinfo.sec.gov
Acorn Creek Capital LLC	Fort Collins	187	$63.4 million	$488.7 million	adviserinfo.sec.gov
Capital Investment Counsel, LLC	Denver	146	$63.3 million	$1.35 billion	adviserinfo.sec.gov
Red Mountain Financial Partners	Durango	242	$62.2 million	$225.6 million	adviserinfo.sec.gov
Mathies Financial Partners	Pueblo	298	$61.1 million	$104 million	adviserinfo.sec.gov
J.F. Williams Co., Inc.	Denver	92	$59.6 million	$286.5 million	adviserinfo.sec.gov
Peak Asset Management, LLC	Louisville	118	$58.9 million	$1.01 billion	adviserinfo.sec.gov
Integrity Wealth Solutions LLC	Denver	115	$56 million	$369 million	adviserinfo.sec.gov
Welch Financial Planning, LLC	Boulder	103	$55.5 million	$198.1 million	adviserinfo.sec.gov
PVG Asset Management Corp	Centennial	177	$55.5 million	$624.9 million	adviserinfo.sec.gov
Panorama Wealth Advisors	Greenwood Village	161	$55.5 million	$133.7 million	adviserinfo.sec.gov
Ridgegate Advisors, LLC	Englewood	172	$55.4 million	$119 million	adviserinfo.sec.gov
Peace of Mind Financial Planning, Inc	Colorado Springs	104	$54.8 million	$123.6 million	adviserinfo.sec.gov
Peak Financial Management, Inc.	Broomfield	129	$54.4 million	$109.4 million	adviserinfo.sec.gov
Exceptional Wealth & Family Office	Colorado Springs	147	$54.3 million	$292.2 million	adviserinfo.sec.gov
Integrated Benefits, Incorporated	Grand Junction	125	$53.4 million	$101.3 million	adviserinfo.sec.gov
Mattern Capital Management, LLC	Lakewood	169	$53.1 million	$1.07 billion	adviserinfo.sec.gov
JPL Wealth Management, LLC	Greenwood Village	120	$53.1 million	$587.9 million	adviserinfo.sec.gov
Colorado Capital Management	Boulder	77	$52.6 million	$638.4 million	adviserinfo.sec.gov
Fit Wealth Management	Centennial	171	$51.8 million	$147.4 million	adviserinfo.sec.gov
Higgins & Schmidt Wealth Strategies LLC	Denver	133	$51.7 million	$279.5 million	adviserinfo.sec.gov
Gainline Financial Partners, LLC	Louisville	417	$50.2 million	$348.6 million	adviserinfo.sec.gov
The William Allan Corporation	Fort Collins	161	$49.7 million	$204.4 million	adviserinfo.sec.gov
Wakefield Asset Management, LLLP	Englewood	103	$49.1 million	$454 million	adviserinfo.sec.gov
Trail Ridge Investment Advisors, LLC	Fort Collins	107	$49 million	$352.9 million	adviserinfo.sec.gov
Tier One Wealth Management	Lone Tree	158	$48.2 million	$154 million	adviserinfo.sec.gov
Cherry Creek Investment Advisors Inc	Englewood	288	$46.8 million	$351.9 million	adviserinfo.sec.gov
Intentional Wealth Strategies	Colorado Springs	109	$46.6 million	$171.3 million	adviserinfo.sec.gov
Vanguard Capital	Denver	147	$46.5 million	$190.4 million	adviserinfo.sec.gov
Kilterhowling LLC	Boulder	112	$46.5 million	$292.9 million	adviserinfo.sec.gov
Ramsay Stattman Vela & Price Inc	Colorado Springs	153	$46.3 million	$778.5 million	adviserinfo.sec.gov
Perspective Wealth Advisors	Loveland	123	$44.3 million	$158 million	adviserinfo.sec.gov
Lotusgroup Advisors	Denver	115	$43.9 million	$286 million	adviserinfo.sec.gov
Evergreen Private Wealth	Greenwood Village	79	$43.6 million	$264.7 million	adviserinfo.sec.gov
Trailwise Financial Partners, LLC	Golden	146	$43.3 million	$144.8 million	adviserinfo.sec.gov
Wealthbuilders Investments	Greenwood Village	190	$43.2 million	$172.6 million	adviserinfo.sec.gov
JHP Wealth Management, LLC	Centennial	67	$42.9 million	$223.8 million	adviserinfo.sec.gov
Wisdom Wealth Strategies	Greenwood Village	140	$41.9 million	$190.5 million	adviserinfo.sec.gov
Stordahl Capital Management, Inc.	Greenwood Village	124	$41.5 million	$675.9 million	adviserinfo.sec.gov
56 Capital Partners, LTD	Colorado Springs	224	$41.2 million	$113.3 million	adviserinfo.sec.gov
Rosel Wealth Management, LLC	Highlands Ranch	139	$40.9 million	$630.2 million	adviserinfo.sec.gov
Elevate Capital Advisors	Eagle	118	$40.5 million	$183.3 million	adviserinfo.sec.gov
Boulder Wealth Advisors, LLC	Boulder	75	$40.5 million	$337.9 million	adviserinfo.sec.gov
Fpfoco	Fort Collins	78	$40.1 million	$151.7 million	adviserinfo.sec.gov
Denver PWM, LLC	Denver	115	$40 million	$524.4 million	adviserinfo.sec.gov
PCM Encore, LLC	Aspen	71	$39.8 million	$2.05 billion	adviserinfo.sec.gov
Jackson Wealth Management, LLC	Castle Rock	94	$39.3 million	$107 million	adviserinfo.sec.gov
Investment Research Corp	Denver	159	$39.2 million	$76.3 million	adviserinfo.sec.gov
Arrowmark Colorado Holdings, LLC	Denver	24	$38.7 million	$21.02 billion	adviserinfo.sec.gov
Downing Street Wealth Management LLC	Greenwood Village	93	$36.5 million	$175.6 million	adviserinfo.sec.gov
Peterson Financial Services LLC	Denver	131	$36.5 million	$124 million	adviserinfo.sec.gov
Paller Financial Services, Inc.	Centennial	113	$35.5 million	$147.9 million	adviserinfo.sec.gov
Loyd Financial Management Inc.	Centennial	96	$35.2 million	$133.5 million	adviserinfo.sec.gov
Bright Advisors	Greenwood Village	121	$34.6 million	$128.2 million	adviserinfo.sec.gov
Noble Wealth Partners	Denver	89	$34.6 million	$118.5 million	adviserinfo.sec.gov
Altius Financial, Inc.	Denver	85	$34.3 million	$212.2 million	adviserinfo.sec.gov
Collier Financial, Inc	Denver	92	$34.1 million	$160.5 million	adviserinfo.sec.gov
Best Life Infinity, LLC	Colorado Springs	101	$34.1 million	$48.2 million	adviserinfo.sec.gov
Wakefield Wealth Management, LLLP	Englewood	70	$33.1 million	$512.9 million	adviserinfo.sec.gov
Gilpin Wealth Management LLC	Golden	90	$32 million	$227.2 million	adviserinfo.sec.gov
FFG Retirement Counseling	Centennial	76	$31.2 million	$216.5 million	adviserinfo.sec.gov
Capital Asset Management, LLC	Denver	114	$30.2 million	$208.8 million	adviserinfo.sec.gov
Growstrong Wealth Strategies	Fort Collins	154	$30 million	$127 million	adviserinfo.sec.gov
Whipplewood Advisors, LLC	Littleton	169	$29.7 million	$324.5 million	adviserinfo.sec.gov
Bruce G. Allen Investments, LLC	Denver	57	$28.9 million	$258.1 million	adviserinfo.sec.gov
Bauer Wealth Management Inc.	Colorado Springs	74	$28.6 million	$205.9 million	adviserinfo.sec.gov
White Hawk Wealth Management	Broomfield	90	$28.4 million	$131.2 million	adviserinfo.sec.gov
Paramount Associates Wealth Management	Greenwood Village	115	$28.3 million	$146.5 million	adviserinfo.sec.gov
Causey Wealth LLC	Greenwood Village	96	$28.1 million	$393.2 million	adviserinfo.sec.gov
Blue Heron Capital	Englewood	125	$27.9 million	$102.2 million	adviserinfo.sec.gov
Innovative Financial, LLC	Lakewood	54	$27.6 million	$105.3 million	adviserinfo.sec.gov
Peak Capital Management, LLC	Greenwood Village	73	$26.9 million	$165.2 million	adviserinfo.sec.gov
Impact Capital Partners LLC	Greenwood Village	53	$26.7 million	$625.6 million	adviserinfo.sec.gov
Protocol Wealth, LLC	Denver	14	$26.7 million	$153.2 million	adviserinfo.sec.gov
Cohesion Wealth Management, LLC	Broomfield	153	$26.2 million	$171 million	adviserinfo.sec.gov
CDP Financial Group, LLC	Littleton	86	$25 million	$100.5 million	adviserinfo.sec.gov
Cornerstone Investment Advisors, LLC	Boulder	57	$25 million	$180.8 million	adviserinfo.sec.gov
Paragon Capital Management	Denver	47	$23.8 million	$1.32 billion	adviserinfo.sec.gov
Hoffmann Hermanson	Denver	130	$23.8 million	$198.1 million	adviserinfo.sec.gov
Steele Street Private Wealth Management	Denver	51	$23.4 million	$187.5 million	adviserinfo.sec.gov
M.Z. Kark & Associates, Inc	Denver	71	$23.4 million	$369.6 million	adviserinfo.sec.gov
Sprinkle Financial Consultants LLC	Littleton	81	$23.3 million	$926.1 million	adviserinfo.sec.gov
Cedarwood Wealth	Highlands Ranch	55	$23.1 million	$213.4 million	adviserinfo.sec.gov
Silverpeak Wealth Advisors	Boulder	77	$20.4 million	$177.4 million	adviserinfo.sec.gov
Summit Hill Wealth Management, LLC	Greenwood Village	25	$20.2 million	$145.7 million	adviserinfo.sec.gov
Alpha Capital Family Office, LLC	Greenwood Village	64	$20.2 million	$295.9 million	adviserinfo.sec.gov
Peak Financial Advisors	Denver	50	$20.1 million	$268.8 million	adviserinfo.sec.gov
Integra Financial, Inc.	Greenwood Village	77	$19.4 million	$139 million	adviserinfo.sec.gov
Shearwater Capital	Denver	60	$18.8 million	$427.3 million	adviserinfo.sec.gov
Season Investments, LLC	Colorado Springs	38	$18.5 million	$159.7 million	adviserinfo.sec.gov
Centerpiece Wealth Advisor	Greenwood Village	37	$18 million	$138.6 million	adviserinfo.sec.gov
Summitpoint Capital Management	Littleton	48	$17.6 million	$132.5 million	adviserinfo.sec.gov
Horizon Wealth	Denver	87	$16.5 million	$147.2 million	adviserinfo.sec.gov
RS Asset Management, LLC	Colorado Springs	168	$16.1 million	$107.2 million	adviserinfo.sec.gov
Highpass Asset Management LLC	Denver	28	$16 million	$218.2 million	adviserinfo.sec.gov
Fidelis Wealth Advisors	Castle Rock	106	$15.9 million	$210.4 million	adviserinfo.sec.gov
Cultivate Wealth Partners	Broomfield	62	$15 million	$125.3 million	adviserinfo.sec.gov
Corundum Group, Inc.	Colorado Springs	48	$14.6 million	$1.69 billion	adviserinfo.sec.gov
Columbia Benefits, LLC	Denver	61	$14.3 million	$116.2 million	adviserinfo.sec.gov
Zidel Financial Inc.	Breckenridge	84	$14 million	$159.6 million	adviserinfo.sec.gov
Impactfolio LLC	Denver	27	$14 million	$288.9 million	adviserinfo.sec.gov
Alpha Capital Management Group LLC	Denver	49	$13.6 million	$734.4 million	adviserinfo.sec.gov
Larimer Capital Corporation	Denver	56	$13.5 million	$169.9 million	adviserinfo.sec.gov
Stone Creek Group, LLC	Englewood	36	$13.3 million	$250.6 million	adviserinfo.sec.gov
Green Alpha Investments	Niwot	85	$13.3 million	$253.9 million	adviserinfo.sec.gov
The Wealth Conservancy, Inc.	Boulder	26	$13.3 million	$260 million	adviserinfo.sec.gov
Wealth Engineers, LLC	Denver	19	$12.9 million	$117.6 million	adviserinfo.sec.gov
Sachem Hill LLC	Denver	37	$12.5 million	$1.18 billion	adviserinfo.sec.gov
Ryan Investments	Basalt	37	$12.1 million	$272 million	adviserinfo.sec.gov
Alpine Wealth Advisors, LLC	Denver	11	$11.5 million	$115.7 million	adviserinfo.sec.gov
Semper Augustus Investments Group LLC	Highlands Ranch	43	$11.4 million	$982.2 million	adviserinfo.sec.gov
Synergy Capital	Fort Collins	32	$11.3 million	$98.8 million	adviserinfo.sec.gov
Class VI Family Office, LLC	Denver	47	$11.3 million	$1.50 billion	adviserinfo.sec.gov
Essential Investment Partners, LLC	Englewood	23	$10.6 million	$223 million	adviserinfo.sec.gov
Crescat Portfolio Management LLC	Denver	78	$9.8 million	$536.1 million	adviserinfo.sec.gov
Bason Asset Management	Lakewood	15	$9.5 million	$848.8 million	adviserinfo.sec.gov
West End Wealth Management, LLC	Denver	20	$9.5 million	$170.4 million	adviserinfo.sec.gov
Jupiter Wealth Management, LLC	Glendale	33	$9.4 million	$416.8 million	adviserinfo.sec.gov
Outbound Financial	Boulder	60	$9 million	$151.2 million	adviserinfo.sec.gov
Butler Financial Services	Denver	18	$8.3 million	$154.7 million	adviserinfo.sec.gov
Oak Street Investments	Greenwood Village	36	$7.5 million	$125.5 million	adviserinfo.sec.gov
Three Peaks Capital Management, LLC	Castle Rock	31	$7.3 million	$222.9 million	adviserinfo.sec.gov
Uniting Wealth Partners	Denver	179	$6.9 million	$934.6 million	adviserinfo.sec.gov
Peak Investment Advisors, Inc.	Colorado Springs	14	$6.5 million	$234.6 million	adviserinfo.sec.gov
Tillman Hartley LLC	Denver	11	$6.5 million	$746.3 million	adviserinfo.sec.gov
Consilium, LLC	Boulder	12	$6.2 million	$215 million	adviserinfo.sec.gov
Ripl Wealth	Fort Collins	26	$6 million	$31.8 million	adviserinfo.sec.gov
JFG Family Office	Denver	8	$5.1 million	$4.53 billion	adviserinfo.sec.gov
Owl Creek Wealth Partners	Greenwood Village	11	$3.8 million	$602.3 million	adviserinfo.sec.gov
Icon Advisers, Inc.	Greenwood Village	283	$3.6 million	$875.9 million	adviserinfo.sec.gov
Toro West Capital Advisors	Louisville	4	$2.7 million	$245.7 million	adviserinfo.sec.gov
Magnifi	Boulder	7,648	$2.1 million	$2.1 million	adviserinfo.sec.gov
World Capital Advisors, LLC	Denver	11	$2 million	$72 million	adviserinfo.sec.gov
Forward Wealth	Lone Tree	Fewer than 5	$1.9 million	$111.1 million	adviserinfo.sec.gov
BZ Wealth Advisors, LLC	Littleton	18	$1.9 million	$26 million	adviserinfo.sec.gov
Ventana Private Wealth LLC	Denver	Fewer than 5	$1.5 million	$158.6 million	adviserinfo.sec.gov
GBG Wealth Management LLC	Lone Tree	5	$1.4 million	$23.8 million	adviserinfo.sec.gov
Keystone Global Partners LLC	Denver	5	$1.3 million	$580.5 million	adviserinfo.sec.gov
7two	Denver	12	$1.2 million	$230.4 million	adviserinfo.sec.gov
Marsico Capital Management, LLC	Denver	Fewer than 5	$1.1 million	$4.26 billion	adviserinfo.sec.gov
Ux Wealth Partners LLC	Centennial	12	$1 million	$1.87 billion	adviserinfo.sec.gov
Bullseye Asset Management LLC	Denver	Fewer than 5	$178,165	$183.9 million	adviserinfo.sec.gov
Ask Dolly	Denver	877	Not listed	Not listed	adviserinfo.sec.gov
Innovest Portfolio Solutions LLC	Denver	14	Not listed	Not listed	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.