Data / Investment advisers / Serving pension and profit sharing plans / Colorado
Investment advisers in Colorado serving pension and profit sharing plans: 93 firms
93 SEC registered investment advisers with a main office in Colorado report pension and profit sharing plans among their clients in Form ADV item 5.D, and together they attribute $39.9 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Fiduciary Consulting Group.
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.
- 93Advisers
- $39.9 billionAUM from this client type
- 89Advisers over $100 million
- November 2, 2026File date
Advisers in Colorado serving pension and profit sharing plans
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 |
|---|
| Fiduciary Consulting Group | Greenwood Village | 46 | $13.06 billion | $14.73 billion | adviserinfo.sec.gov |
| Janus Henderson Investors | Denver | 32 | $6.77 billion | $380.43 billion | adviserinfo.sec.gov |
| Empower Capital Management, LLC | Greenwood Village | 65 | $5.56 billion | $77.96 billion | adviserinfo.sec.gov |
| Empower Advisory Group, LLC | Greenwood Village | 1,191 | $3.95 billion | $195.43 billion | adviserinfo.sec.gov |
| Mercer Global Advisors Inc. | Denver | 718 | $3.45 billion | $84.40 billion | adviserinfo.sec.gov |
| Ima Advisory Services, Inc. | Denver | 81 | $1.25 billion | $3.90 billion | adviserinfo.sec.gov |
| Fi401k Advisors | Centennial | 305 | $915 million | $915 million | adviserinfo.sec.gov |
| Buck Wealth Strategies, LLC | Denver | 209 | $748.2 million | $1.64 billion | adviserinfo.sec.gov |
| Alpha Capital Management Group LLC | Denver | 382 | $624.9 million | $734.4 million | adviserinfo.sec.gov |
| Northwood Investors LLC | Denver | 3 | $493.4 million | $8.97 billion | adviserinfo.sec.gov |
| Shelton Capital Management | Denver | 10 | $460.8 million | $6.52 billion | adviserinfo.sec.gov |
| Arrowmark Colorado Holdings, LLC | Denver | 4 | $315.3 million | $21.02 billion | adviserinfo.sec.gov |
| NZS Capital LLC | Denver | Fewer than 5 | $303.6 million | $4.06 billion | adviserinfo.sec.gov |
| Marsico Capital Management, LLC | Denver | Fewer than 5 | $180.7 million | $4.26 billion | adviserinfo.sec.gov |
| Spruceview Capital Partners LLC | Denver | 1 | $176.9 million | $2.35 billion | adviserinfo.sec.gov |
| Bullseye Asset Management LLC | Denver | Fewer than 5 | $159.1 million | $183.9 million | adviserinfo.sec.gov |
| Consilium, LLC | Boulder | 5 | $154.7 million | $215 million | adviserinfo.sec.gov |
| Western Wealth Management LLC | Golden | 109 | $153.1 million | $5.36 billion | adviserinfo.sec.gov |
| Cambiar Investors, LLC | Denver | 86 | $132.8 million | $2.92 billion | adviserinfo.sec.gov |
| Heirloom Wealth Management LLC | Greenwood Village | 15 | $123.5 million | $1.11 billion | adviserinfo.sec.gov |
| Sharkey Howes & Javer Inc | Denver | 9 | $100.5 million | $1.13 billion | adviserinfo.sec.gov |
| Gill Capital Partners | Denver | 26 | $99.1 million | $862.4 million | adviserinfo.sec.gov |
| Tucker Asset Management LLC | Littleton | 17 | $71.9 million | $603.6 million | adviserinfo.sec.gov |
| Three Peaks Capital Management, LLC | Castle Rock | 6 | $40.7 million | $222.9 million | adviserinfo.sec.gov |
| Cascade Investment Group, Inc. | Colorado Springs | 25 | $40.4 million | $419.9 million | adviserinfo.sec.gov |
| Denver PWM, LLC | Denver | 15 | $39.3 million | $524.4 million | adviserinfo.sec.gov |
| Capital Asset Management, LLC | Denver | 2 | $35.8 million | $208.8 million | adviserinfo.sec.gov |
| Growstrong Wealth Strategies | Fort Collins | 23 | $34 million | $127 million | adviserinfo.sec.gov |
| Bonfire Financial, LLC | Colorado Springs | 17 | $33.8 million | $234 million | adviserinfo.sec.gov |
| 56 Capital Partners, LTD | Colorado Springs | 2 | $31.1 million | $113.3 million | adviserinfo.sec.gov |
| Cohesion Wealth Management, LLC | Broomfield | 16 | $28.7 million | $171 million | adviserinfo.sec.gov |
| Seamount Financial Group Inc | Colorado Springs | 14 | $23.3 million | $745.2 million | adviserinfo.sec.gov |
| Triumph Capital Management | Denver | 27 | $22.6 million | $645.6 million | adviserinfo.sec.gov |
| Columbia Benefits, LLC | Denver | 26 | $20.6 million | $116.2 million | adviserinfo.sec.gov |
| Integrated Benefits, Incorporated | Grand Junction | 5 | $20.1 million | $101.3 million | adviserinfo.sec.gov |
| Cimarron Wealth Management, Inc. | Montrose | 10 | $19.8 million | $327.3 million | adviserinfo.sec.gov |
| Stordahl Capital Management, Inc. | Greenwood Village | 4 | $18.2 million | $675.9 million | adviserinfo.sec.gov |
| GHP Investment Advisors Inc | Denver | 3 | $14.6 million | $3.06 billion | adviserinfo.sec.gov |
| Capital Financial Group, Inc. | Littleton | 3 | $14.4 million | $237.4 million | adviserinfo.sec.gov |
| Prudent Man Investment Management | Lousiville | 3 | $14.3 million | $390.2 million | adviserinfo.sec.gov |
| Acorn Creek Capital LLC | Fort Collins | 10 | $14 million | $488.7 million | adviserinfo.sec.gov |
| Bruni J V & Co | Colorado Springs | Fewer than 5 | $12.2 million | $1.10 billion | adviserinfo.sec.gov |
| Elevation Point Wealth Partners, LLC | Denver | 16 | $11.9 million | $8.29 billion | adviserinfo.sec.gov |
| BSW Wealth Partners | Boulder | 7 | $11.4 million | $2.24 billion | adviserinfo.sec.gov |
| Planwiser Financial | Colorado Springs | 9 | $11.4 million | $169.1 million | adviserinfo.sec.gov |
| Bok Financial Private Wealth, Inc. | Denver | 5 | $11.2 million | $3.72 billion | adviserinfo.sec.gov |
| The Institute | Denver | 6 | $10.2 million | $1.37 billion | adviserinfo.sec.gov |
| Bason Asset Management | Lakewood | 4 | $9.3 million | $848.8 million | adviserinfo.sec.gov |
| Rigden Capital Strategies | Englewood | 5 | $8.7 million | $168.9 million | adviserinfo.sec.gov |
| Wakefield Asset Management, LLLP | Englewood | 3 | $8.4 million | $454 million | adviserinfo.sec.gov |
| Kilterhowling LLC | Boulder | 2 | $8.3 million | $292.9 million | adviserinfo.sec.gov |
| Semper Augustus Investments Group LLC | Highlands Ranch | 3 | $8 million | $982.2 million | adviserinfo.sec.gov |
| Wakefield Wealth Management, LLLP | Englewood | 2 | $7 million | $512.9 million | adviserinfo.sec.gov |
| Shearwater Capital | Denver | Fewer than 5 | $6.4 million | $427.3 million | adviserinfo.sec.gov |
| Petra Financial Advisors Inc | Colorado Springs | Fewer than 5 | $6.3 million | $447.2 million | adviserinfo.sec.gov |
| Trailwise Financial Partners, LLC | Golden | 6 | $5.8 million | $144.8 million | adviserinfo.sec.gov |
| Investment Research Corp | Denver | 2 | $5.7 million | $76.3 million | adviserinfo.sec.gov |
| Obermeyer Wealth Partners | Aspen | 2 | $5.2 million | $3.03 billion | adviserinfo.sec.gov |
| Maia Wealth | Denver | 21 | $5 million | $973 million | adviserinfo.sec.gov |
| Peterson Financial Services LLC | Denver | 4 | $4.9 million | $124 million | adviserinfo.sec.gov |
| Tier One Wealth Management | Lone Tree | 2 | $4.6 million | $154 million | adviserinfo.sec.gov |
| First Affirmative Financial Network LLC | Colorado Springs | 14 | $4.6 million | $905.2 million | adviserinfo.sec.gov |
| Towle & Co | Denver | 1 | $4.4 million | $473.7 million | adviserinfo.sec.gov |
| Peak Asset Management, LLC | Louisville | Fewer than 5 | $4.1 million | $1.01 billion | adviserinfo.sec.gov |
| Boulder Wealth Advisors, LLC | Boulder | 9 | $3.7 million | $337.9 million | adviserinfo.sec.gov |
| G&S Capital LLC | Denver | Fewer than 5 | $3.6 million | $475.6 million | adviserinfo.sec.gov |
| Peak Capital Management, LLC | Greenwood Village | 2 | $3.6 million | $165.2 million | adviserinfo.sec.gov |
| Integra Financial, Inc. | Greenwood Village | 1 | $3 million | $139 million | adviserinfo.sec.gov |
| PVG Asset Management Corp | Centennial | 4 | $2.9 million | $624.9 million | adviserinfo.sec.gov |
| Vital Investment Management LLC | Loveland | 8 | $2.7 million | $283.9 million | adviserinfo.sec.gov |
| A & I Wealth Management | Lone Tree | Fewer than 5 | $2.6 million | $560 million | adviserinfo.sec.gov |
| Gainline Financial Partners, LLC | Louisville | Fewer than 5 | $2.4 million | $348.6 million | adviserinfo.sec.gov |
| Red Mountain Financial Partners | Durango | 1 | $2.3 million | $225.6 million | adviserinfo.sec.gov |
| Paramount Associates Wealth Management | Greenwood Village | 4 | $2.2 million | $146.5 million | adviserinfo.sec.gov |
| Intergy Private Wealth, LLC | Colorado Springs | 4 | $1.9 million | $602.6 million | adviserinfo.sec.gov |
| Impact Capital Partners LLC | Greenwood Village | Fewer than 5 | $1.6 million | $625.6 million | adviserinfo.sec.gov |
| Peak Planning Group, LLC | Centennial | Fewer than 5 | $1.5 million | $710 million | adviserinfo.sec.gov |
| Jupiter Wealth Management, LLC | Glendale | Fewer than 5 | $1.4 million | $416.8 million | adviserinfo.sec.gov |
| Gilpin Wealth Management LLC | Golden | 2 | $1.2 million | $227.2 million | adviserinfo.sec.gov |
| Altus Wealth Group, LLC | Colorado Springs | Fewer than 5 | $846,027 | $620.1 million | adviserinfo.sec.gov |
| Tandem Financial, LLC | Greenwood Village | 1 | $823,676 | $541.8 million | adviserinfo.sec.gov |
| Elevate Capital Advisors | Eagle | 2 | $822,955 | $183.3 million | adviserinfo.sec.gov |
| Denver Wealth Management, Inc. | Denver | Fewer than 5 | $651,885 | $529.8 million | adviserinfo.sec.gov |
| Ridgegate Advisors, LLC | Englewood | 3 | $548,467 | $119 million | adviserinfo.sec.gov |
| Agemy Wealth Advisors, LLC | Denver | Fewer than 5 | $500,000 | $130.5 million | adviserinfo.sec.gov |
| Intentional Wealth Strategies | Colorado Springs | Fewer than 5 | $499,979 | $171.3 million | adviserinfo.sec.gov |
| Cherry Creek Investment Advisors Inc | Englewood | 1 | $400,000 | $351.9 million | adviserinfo.sec.gov |
| Marshall Investment Management, LLC | Greenwood Village | Fewer than 5 | $326,790 | $298 million | adviserinfo.sec.gov |
| Protocol Wealth, LLC | Denver | 1 | $150,000 | $153.2 million | adviserinfo.sec.gov |
| Innovest Portfolio Solutions LLC | Denver | 87 | Not listed | Not listed | adviserinfo.sec.gov |
| Monticello Associates, LLC | Denver | 7 | Not listed | Not listed | adviserinfo.sec.gov |
| GBG Wealth Management LLC | Lone Tree | 5 | Not listed | $23.8 million | adviserinfo.sec.gov |
| Paller Financial Services, Inc. | Centennial | 2 | Not listed | $147.9 million | 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.