Data / Investment advisers / Serving investment companies / Colorado
Investment advisers in Colorado serving investment companies: 37 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
37 SEC registered investment advisers with a main office in Colorado report investment companies among their clients in Form ADV item 5.D, and together they attribute $449 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Janus Henderson Investors.
The request: Every investment adviser in Colorado that serves investment companies, with AUM, phone and website. $10 of work on sign-up, no card.
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- 37Advisers
- $449 billionAUM from this client type
- 32Advisers over $100 million
- November 2, 2026File date
Advisers in Colorado serving investment companies
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 |
|---|
| Janus Henderson Investors | Denver | 83 | $257.99 billion | $380.43 billion | adviserinfo.sec.gov |
| Transamerica Asset Management, Inc. | Denver | 95 | $64.15 billion | $65.94 billion | adviserinfo.sec.gov |
| Empower Capital Management, LLC | Greenwood Village | 1 | $44.53 billion | $77.96 billion | adviserinfo.sec.gov |
| Alps Advisors, Inc. | Denver | 8 | $37.10 billion | $38.83 billion | adviserinfo.sec.gov |
| Smith Capital Investors, LLC | Denver | 6 | $13.11 billion | $13.11 billion | adviserinfo.sec.gov |
| Shelton Capital Management | Denver | 20 | $4.70 billion | $6.52 billion | adviserinfo.sec.gov |
| Harrison Street Private Wealth LLC | Denver | 4 | $4.14 billion | $4.14 billion | adviserinfo.sec.gov |
| Arrowmark Colorado Holdings, LLC | Denver | 7 | $3.66 billion | $21.02 billion | adviserinfo.sec.gov |
| Marsico Capital Management, LLC | Denver | 5 | $2.71 billion | $4.26 billion | adviserinfo.sec.gov |
| Paralel Advisors LLC | Denver | 3 | $2.67 billion | $2.67 billion | adviserinfo.sec.gov |
| Swan Global Investments, LLC | Durango | 17 | $2.00 billion | $2.39 billion | adviserinfo.sec.gov |
| Freedom Funds Management Co | Denver | 1 | $1.90 billion | $1.90 billion | adviserinfo.sec.gov |
| Advisors Asset Management, Inc. | Monument | 12 | $1.80 billion | $1.80 billion | adviserinfo.sec.gov |
| Swan Capital Management, LLC | Durango | 8 | $1.30 billion | $1.30 billion | adviserinfo.sec.gov |
| Bow River Advisers, LLC | Denver | 1 | $1.16 billion | $1.16 billion | adviserinfo.sec.gov |
| Wynkoop LLC | Greenwood Village | 2 | $804.8 million | $1.22 billion | adviserinfo.sec.gov |
| Icon Advisers, Inc. | Greenwood Village | 7 | $783.2 million | $875.9 million | adviserinfo.sec.gov |
| Princeton Fund Advisors, LLC | Denver | 6 | $780 million | $780 million | adviserinfo.sec.gov |
| Cambiar Investors, LLC | Denver | 7 | $622.1 million | $2.92 billion | adviserinfo.sec.gov |
| Freif Advisors LLC | Denver | 1 | $569.9 million | $569.9 million | adviserinfo.sec.gov |
| Origin Credit Advisers, LLC | Denver | 1 | $524.8 million | $538 million | adviserinfo.sec.gov |
| Primark Advisors, LLC | Denver | 1 | $451.5 million | $451.5 million | adviserinfo.sec.gov |
| Cresalta Investment Management, Inc. | Greenwood Village | 2 | $226.7 million | $323.4 million | adviserinfo.sec.gov |
| Arrowmark Asset Management, LLC | Denver | 1 | $224.4 million | $224.4 million | adviserinfo.sec.gov |
| Jackson Creek Investment Advisors LLC | Castle Rock | 1 | $212.8 million | $349 million | adviserinfo.sec.gov |
| Towle & Co | Denver | 2 | $168.7 million | $473.7 million | adviserinfo.sec.gov |
| Meketa Capital, LLC | Denver | 1 | $106.6 million | $106.6 million | adviserinfo.sec.gov |
| Deer Park Road Management Company, LP | Steamboat Springs | 1 | $98.4 million | $3.52 billion | adviserinfo.sec.gov |
| Kelly Intelligence | Denver | 8 | $81.7 million | $81.7 million | adviserinfo.sec.gov |
| Green Alpha Investments | Niwot | 2 | $47.8 million | $253.9 million | adviserinfo.sec.gov |
| Investment Research Corp | Denver | 1 | $19.9 million | $76.3 million | adviserinfo.sec.gov |
| Sweater Industries LLC | Boulder | 1 | $16.1 million | $16.1 million | adviserinfo.sec.gov |
| Bok Financial Private Wealth, Inc. | Denver | 1 | $5.5 million | $3.72 billion | adviserinfo.sec.gov |
| Summitpoint Capital Management | Littleton | 1 | $1.7 million | $132.5 million | adviserinfo.sec.gov |
| Cohesion Wealth Management, LLC | Broomfield | 1 | $381,652 | $171 million | adviserinfo.sec.gov |
| Integrity Prosperity Security (Ips) Strategic Capital | Denver | 1 | $250,000 | $90.9 million | adviserinfo.sec.gov |
| Champion Capital LLC | Greenwood | 1 | $100,000 | $100,000 | 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.