Rialytix insights

Top RIA Firms in Colorado

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Colorado. This hub covers 338 matching firms with $1.3T in total reported AUM and median AUM of $371.2M.

Firms

338

Matching current profiles

Total AUM

$1.3T

Reported regulatory AUM

Median AUM

$371.2M

Across firms with AUM

Largest firm

$380.4B

Janus Henderson Investors

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

FirmLocationCurrent AUM1YR AUM3YR AUM5YR AUMTotal AUMEmployee SignalAccount Signal
1. Janus Henderson Investors
CRD 104652 · Limited Liability Company
DENVER, CO$380.4B
Apr 2026
+$105.8B+38.5%+$177.2B+87.2%+$161.0B+73.4%+$270.7B+246.7%-48 employees-4.5% over 3Y+818 accounts+12.3% over 3Y
2. Empower Advisory Group, LLC
CRD 112058 · Limited Liability Company
GREENWOOD VILLAGE, CO$195.4B
May 2026
+$36.3B+22.8%+$79.2B+68.2%+$133.2B+213.8%+$180.4B+1203.1%+7,177 employees+821.2% over 3Y+61,052 accounts+25.9% over 3Y
3. Ptma Investment Advisors
CRD 159189 · Limited Liability Company
DENVER, CO$104.2B
Apr 2026
+$10.0B+10.6%+$39.3B+60.5%+$55.3B+113.1%+79 employees+101.3% over 3Y+150 accounts+168.5% over 3Y
4. Mercer Global Advisors INC.
CRD 147363 · Corporation
DENVER, CO$84.4B
May 2026
+$24.1B+40.1%+$49.3B+140.2%+$64.5B+324.7%+$80.5B+2074.1%+529 employees+58.8% over 3Y+40,097 accounts+52.6% over 3Y
5. Empower Capital Management, LLC
CRD 107272 · Limited Liability Company
GREENWOOD VILLAGE, CO$78.0B
Mar 2026
+$9.6B+14.1%+$23.5B+43.2%+$36.5B+87.9%+$61.7B+380.5%+59 employees+22.7% over 3Y+64 accounts+63.4% over 3Y
6. Transamerica Asset Management, INC.
CRD 107376 · Corporation
DENVER, CO$65.9B
May 2026
+$752.4M+1.2%+$2.4B+3.8%-$22.5B-25.5%+$16.8B+34.3%-6 employees-10.2% over 3Y-17 accounts-12.5% over 3Y
7. Alps Advisors, INC.
CRD 134340 · Corporation
DENVER, CO$38.8B
Mar 2026
+$10.2B+35.7%+$19.5B+100.8%+$22.7B+140.1%+$34.4B+771.2%+9 employees+14.1% over 3Y+14 accounts+175.0% over 3Y
8. Ksl Capital Partners
CRD 155677 · Limited Liability Company
DENVER, CO$25.6B
May 2026
+$351.7M+1.4%+$4.6B+22.2%+$13.1B+104.0%+$22.0B+605.2%+21 employees+18.4% over 3Y+15 accounts+33.3% over 3Y
9. Arrowmark Colorado Holdings, LLC
CRD 149120 · Limited Liability Company
DENVER, CO$21.0B
Mar 2026
+$164.6M+0.8%-$381.1M-1.8%+$140.5M+0.7%+$19.3B+1102.0%-7 employees-6.9% over 3Y-17 accounts-11.0% over 3Y
10. Fiduciary Consulting Group
CRD 149122 · Limited Liability Company
GREENWOOD VILLAGE, CO$14.7B
May 2026
+$5.9B+66.1%+$14.4B+5129.8%+$14.6B+11507.4%+$14.7B+184038.4%+39 employees+300.0% over 3Y+58 accounts+483.3% over 3Y
11. Smith Capital Investors, LLC
CRD 294402 · Limited Liability Company
DENVER, CO$13.1B
Feb 2026
+$7.8B+148.7%+$10.4B+386.3%+$12.6B+2275.1%+14 employees+87.5% over 3Y+2 accounts+50.0% over 3Y
12. Arax Advisory Partners
CRD 133535 · Limited Liability Company
DENVER, CO$11.3B
May 2026
+$8.5B+303.0%+$10.1B+875.2%+$10.3B+989.2%+$11.2B+11779.3%+100 employees+454.5% over 3Y+15,604 accounts+452.3% over 3Y
13. Geneos Wealth Management, INC.
CRD 120894 · Corporation
ENGLEWOOD, CO$9.2B
Apr 2026
+$3.6B+64.7%+$5.1B+125.9%+$4.9B+115.5%+$8.4B+1094.7%0 employees+0.0% over 3Y+14,757 accounts+79.2% over 3Y
14. Northwood Investors LLC
CRD 161406 · Limited Liability Company
DENVER, CO$9.0B
Mar 2026
-$1.6B-15.3%-$2.8B-23.7%-$859.2M-8.7%+$6.6B+277.0%+5 employees+4.9% over 3Y+3 accounts+10.0% over 3Y
15. Elevation Point Wealth Partners, LLC
CRD 137068 · Limited Liability Company
DENVER, CO$8.3B
Apr 2026
+$5.9B+240.5%+$6.4B+345.1%+$6.7B+419.1%+$7.5B+962.4%+52 employees+133.3% over 3Y+16,276 accounts+523.3% over 3Y
16. Revelstoke Capital Partners
CRD 173859 · Limited Liability Company
DENVER, CO$6.7B
Mar 2026
+$1.9B+39.9%+$1.2B+21.4%+$3.6B+115.3%+$6.5B+4323.0%+8 employees+18.2% over 3Y+6 accounts+28.6% over 3Y
17. Aspen Grove Capital, LLC
CRD 158166 · Limited Liability Company
AVON, CO$6.7B
Mar 2026
+$868.4M+15.0%+$2.1B+45.6%+$2.9B+78.9%+$5.8B+694.0%+8 employees+57.1% over 3Y+1,103 accounts+50.5% over 3Y
18. Shelton Capital Management
CRD 104720 · Limited Partnership
DENVER, CO$6.5B
May 2026
+$1.4B+26.4%+$3.3B+100.1%+$3.0B+83.6%+$5.7B+703.3%+14 employees+41.2% over 3Y+562 accounts+59.9% over 3Y
19. Vision Ridge Partners, LLC
CRD 174836 · Limited Liability Company
BOULDER, CO$6.1B
May 2026
+$1.2B+24.0%+$2.9B+90.4%+$3.8B+166.8%+$5.7B+1260.5%+8 employees+29.6% over 3Y+6 accounts+33.3% over 3Y
20. 1888 Investments, LLC
CRD 312491 · Limited Liability Company
DENVER, CO$5.9B
Mar 2026
+$112.8M+1.9%-$856.4M-12.6%-$8.1B-57.7%-$8.1B-57.7%+1 employees+8.3% over 3Y-24 accounts-41.4% over 3Y
21. Western Wealth Management LLC
CRD 283545 · Limited Liability Company
GOLDEN, CO$5.4B
Mar 2026
+$2.1B+64.8%+$2.8B+107.1%+$3.9B+257.9%+$4.7B+767.1%-55 employees-35.9% over 3Y+6,877 accounts+55.5% over 3Y
22. Bear Creek Asset Management, LLC
CRD 137677 · Limited Liability Company
DENVER, CO$5.2B
Mar 2026
-$2.3B-30.4%-$972.9M-15.8%-$2.6B-33.1%+$629.9M+13.8%-1 employees-11.1% over 3Y+15 accounts+8.6% over 3Y
23. Rubicon Technology Management L.l.c.
CRD 169875 · Limited Liability Company
BOULDER, CO$4.8B
Mar 2026
+$569.9M+13.3%+$2.2B+85.3%+$3.9B+442.9%+$4.5B+1348.9%+13 employees+54.2% over 3Y+9 accounts+150.0% over 3Y
24. Jfg Family Office
CRD 125101 · Limited Liability Company
DENVER, CO$4.5B
May 2026
+$1.8B+65.0%+$2.5B+126.6%+$3.2B+237.8%+$4.5B+8766.7%+27 employees+77.1% over 3Y+1,041 accounts+147.9% over 3Y
25. Iwp Wealth Management LLC
CRD 136314 · Limited Liability Company
DENVER, CO$4.3B
Mar 2026
+$410.4M+10.5%+$687.2M+18.9%+$2.3B+112.5%+$3.6B+463.5%+8 employees+32.0% over 3Y+14 accounts+22.2% over 3Y

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.