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Top RIA Firms in Boulder, Colorado
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Boulder, Colorado. This hub covers 25 matching firms with $25.1B in total reported AUM and median AUM of $292.9M.
Firms
25
Matching current profiles
Total AUM
$25.1B
Reported regulatory AUM
Median AUM
$292.9M
Across firms with AUM
Largest firm
$6.1B
Vision Ridge Partners, LLC
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. 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 |
| 2. 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 |
| 3. Foundry Group, LLC CRD 159541 · Limited Liability Company | BOULDER, CO | $3.5B Mar 2026 | +$88.4M+2.6% | -$916.7M-20.8% | +$801.5M+29.7% | +$974.1M+38.6% | -4 employees-28.6% over 3Y | +1 accounts+7.1% over 3Y |
| 4. Bsw Wealth Partners CRD 107485 · — | BOULDER, CO | $2.2B May 2026 | +$261.8M+13.2% | +$615.9M+37.9% | +$724.1M+47.8% | +$1.6B+252.8% | -3 employees-10.0% over 3Y | +320 accounts+9.0% over 3Y |
| 5. Woodbourne Capital Management International LP CRD 143980 · Limited Partnership | BOULDER, CO | $2.0B Mar 2026 | -$4.0M-0.2% | +$66.7M+3.5% | +$526.8M+36.3% | +$1.6B+386.7% | 0 employees+0.0% over 3Y | +2 accounts+15.4% over 3Y |
| 6. Redefine Ventures LLC CRD 323691 · Limited Liability Company | BOULDER, CO | $1.3B Mar 2026 | — | — | — | +$813.8M+173.4% | +1 employees+100.0% over Total | +9 accounts+37.5% over Total |
| 7. The Millstone Evans Group, LLC CRD 311142 · Limited Liability Company | BOULDER, CO | $893.3M May 2026 | +$115.4M+14.8% | +$270.2M+43.4% | +$242.8M+37.3% | — | -3 employees-27.3% over 3Y | +432 accounts+19.2% over 3Y |
| 8. Black Swift Group, LLC CRD 286084 · Limited Liability Company | BOULDER, CO | $694.1M Mar 2026 | +$226.5M+48.4% | +$321.5M+86.3% | +$474.5M+216.2% | +$477.4M+220.3% | +1 employees+12.5% over 3Y | +160 accounts+65.0% over 3Y |
| 9. Colorado Capital Management CRD 114011 · Corporation | BOULDER, CO | $638.4M Feb 2026 | +$78.1M+13.9% | +$198.4M+45.1% | +$240.0M+60.3% | +$490.1M+330.4% | +1 employees+11.1% over 3Y | +155 accounts+18.0% over 3Y |
| 10. Boulder Wealth Advisors, LLC CRD 115069 · Limited Liability Company | BOULDER, CO | $337.9M Mar 2026 | +$46.9M+16.1% | +$157.0M+86.8% | +$181.7M+116.3% | +$257.9M+322.4% | +1 employees+33.3% over 3Y | +18 accounts+3.5% over 3Y |
| 11. M4a3 LLC CRD 336172 · Limited Liability Company | BOULDER, CO | $322.0M Mar 2026 | — | — | — | — | +4 employees+200.0% over Total | — |
| 12. Broadview Wealth Partners CRD 335028 · Limited Liability Company | BOULDER, CO | $304.7M Mar 2026 | — | — | — | — | +3 employees+75.0% over Total | — |
| 13. Kilterhowling LLC CRD 169684 · Limited Liability Company | BOULDER, CO | $292.9M Mar 2026 | +$35.1M+13.6% | +$96.5M+49.2% | +$129.1M+78.8% | +$172.1M+142.5% | 0 employees+0.0% over 3Y | +62 accounts+11.1% over 3Y |
| 14. The Wealth Conservancy, INC. CRD 112024 · Corporation | BOULDER, CO | $260.0M Feb 2026 | +$67.9M+35.3% | +$76.9M+42.0% | +$134.0M+106.4% | +$27.4M+11.8% | 0 employees+0.0% over 3Y | 0 accounts+0.0% over 3Y |
| 15. Consilium, LLC CRD 304503 · Limited Liability Company | BOULDER, CO | $215.0M Mar 2026 | +$4.3M+2.0% | +$60.1M+38.8% | +$88.6M+70.1% | — | 0 employees+0.0% over 3Y | +21 accounts+63.6% over 3Y |
| 16. Welch Financial Planning, LLC CRD 329418 · Limited Liability Company | BOULDER, CO | $198.1M Feb 2026 | +$74.2M+59.8% | — | — | +$74.2M+59.8% | 0 employees+0.0% over 1Y | +94 accounts+22.4% over 1Y |
| 17. Cornerstone Investment Advisors, LLC CRD 116447 · Limited Liability Company | BOULDER, CO | $180.8M Mar 2026 | +$33.4M+22.6% | +$41.1M+29.4% | +$17.2M+10.5% | +$57.7M+46.9% | 0 employees+0.0% over 3Y | +1 accounts+0.4% over 3Y |
| 18. Silverpeak Wealth Advisors CRD 170732 · Limited Liability Company | BOULDER, CO | $177.4M Feb 2026 | +$26.6M+17.7% | +$41.2M+30.2% | +$66.8M+60.4% | +$66.8M+60.4% | -1 employees-25.0% over 3Y | -56 accounts-11.6% over 3Y |
| 19. Quish CRD 146212 · Limited Liability Company | BOULDER, CO | $154.2M Mar 2026 | +$40.8M+35.9% | +$94.2M+157.0% | +$94.2M+157.0% | +$94.2M+157.0% | 0 employees+0.0% over 1Y | +1 accounts+8.3% over 3Y |
| 20. Outbound Financial CRD 287697 · Corporation | BOULDER, CO | $151.2M Mar 2026 | +$51.1M+51.1% | — | — | +$51.1M+51.1% | 0 employees+0.0% over 1Y | +101 accounts+31.4% over 1Y |
| 21. Snowball Wealth Management CRD 137419 · Limited Liability Company | BOULDER, CO | $139.3M Feb 2026 | +$8.8M+6.7% | — | — | +$15.8M+12.8% | 0 employees+0.0% over 1Y | +19 accounts+13.1% over 1Y |
| 22. Financial Mountain INC CRD 108489 · Corporation | BOULDER, CO | $111.3M Dec 2025 | +$53.4M+92.1% | +$53.4M+92.1% | +$53.4M+92.1% | +$53.4M+92.1% | 0 employees+0.0% over Total | -130 accounts-22.5% over 3Y |
| 23. Tifin Give CRD 313261 · Corporation | BOULDER, CO | $30.9M Mar 2026 | +$28.2M+1040.2% | — | — | +$29.2M+1664.1% | +17 employees+566.7% over 3Y | -4 accounts-80.0% over 1Y |
| 24. Sweater Industries LLC CRD 317749 · Limited Liability Company | BOULDER, CO | $16.1M Mar 2026 | +$849.7K+5.6% | +$4.7M+40.4% | — | — | -19 employees-73.1% over 3Y | +1 accounts+100.0% over 3Y |
| 25. Magnifi CRD 309397 · Limited Liability Company | BOULDER, CO | $2.1M Mar 2026 | +$461.6K+27.9% | +$2.1M+15951.0% | — | — | +19 employees+118.8% over 3Y | +7,637 accounts+69427.3% 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.