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Top RIA Firms in Englewood, Colorado
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Englewood, Colorado. This hub covers 16 matching firms with $13.4B in total reported AUM and median AUM of $261.0M.
Firms
16
Matching current profiles
Total AUM
$13.4B
Reported regulatory AUM
Median AUM
$261.0M
Across firms with AUM
Largest firm
$9.2B
Geneos Wealth Management, INC.
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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. 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 |
| 2. Wealth Watch Advisors, INC CRD 172002 · Corporation | ENGLEWOOD, CO | $612.4M Mar 2026 | +$138.7M+29.3% | +$378.2M+161.5% | +$435.3M+245.9% | — | +12 employees+24.0% over 3Y | +1,087 accounts+43.5% over 3Y |
| 3. Wakefield Wealth Management, Lllp CRD 173997 · — | ENGLEWOOD, CO | $512.9M Mar 2026 | +$143.8M+39.0% | +$170.3M+49.7% | +$187.8M+57.8% | — | 0 employees+0.0% over 3Y | +31 accounts+5.2% over 3Y |
| 4. Wakefield Asset Management, Lllp CRD 143720 · — | ENGLEWOOD, CO | $454.0M Mar 2026 | +$110.9M+32.3% | +$141.4M+45.2% | +$160.5M+54.7% | +$343.6M+311.5% | 0 employees+0.0% over 3Y | +29 accounts+5.2% over 3Y |
| 5. Boulder Asset Management CRD 107636 · Corporation | ENGLEWOOD, CO | $426.1M Mar 2025 | +$1.4M+0.3% | -$156.5M-26.9% | -$68.9M-13.9% | +$140.5M+49.2% | 0 employees+0.0% over 3Y | -66 accounts-27.0% over 3Y |
| 6. Cherry Creek Investment Advisors INC CRD 107426 · Corporation | ENGLEWOOD, CO | $351.9M May 2026 | +$43.0M+13.9% | +$149.2M+73.6% | +$147.8M+72.4% | +$238.0M+209.0% | 0 employees+0.0% over 3Y | +83 accounts+11.6% over 3Y |
| 7. Lincoln Energy Holdings LLC CRD 333026 · Limited Liability Company | ENGLEWOOD, CO | $315.3M May 2026 | +$206.5M+189.9% | — | — | +$188.4M+148.5% | -1 employees-7.7% over 1Y | -1 accounts-20.0% over 1Y |
| 8. Parsonex Advisory Services, INC. CRD 160275 · Corporation | ENGLEWOOD, CO | $271.3M Mar 2026 | +$96.5M+55.2% | +$165.2M+155.7% | +$183.4M+208.5% | — | +19 employees+380.0% over 3Y | +641 accounts+146.3% over 3Y |
| 9. Stone Creek Group, LLC CRD 182512 · Limited Liability Company | ENGLEWOOD, CO | $250.6M May 2026 | +$69.3M+38.3% | +$121.9M+94.8% | +$206.9M+473.1% | — | +1 employees+25.0% over 3Y | +43 accounts+18.6% over 3Y |
| 10. Bxm Wealth LLC CRD 332544 · Limited Liability Company | ENGLEWOOD, CO | $231.3M Jan 2026 | +$122.8M+113.2% | — | — | +$122.8M+113.2% | +2 employees+100.0% over 1Y | +104 accounts+87.4% over 1Y |
| 11. Essential Investment Partners, LLC CRD 149509 · Limited Liability Company | ENGLEWOOD, CO | $223.0M Mar 2026 | +$21.0M+10.4% | +$55.3M+33.0% | +$28.8M+14.9% | +$139.3M+166.4% | -1 employees-25.0% over 3Y | +21 accounts+8.2% over 3Y |
| 12. Rigden Capital Strategies CRD 326930 · Limited Liability Company | ENGLEWOOD, CO | $130.1M Mar 2026 | — | — | — | — | +4 employees+200.0% over 1Y | — |
| 13. Ridgegate Advisors, LLC CRD 334233 · Limited Liability Company | ENGLEWOOD, CO | $119.0M Mar 2026 | — | — | — | — | 0 employees+0.0% over Total | — |
| 14. Blue Heron Capital CRD 339475 · Limited Liability Company | ENGLEWOOD, CO | $102.2M Mar 2026 | — | — | — | $0+0.0% | 0 employees+0.0% over Total | 0 accounts+0.0% over Total |
| 15. Blue Sky Asset Management, LLC CRD 167686 · Limited Liability Company | ENGLEWOOD, CO | $98.6M Mar 2026 | -$299.6M-75.2% | -$299.6M-75.2% | -$299.6M-75.2% | +$38.6M+64.3% | 0 employees+0.0% over 3Y | -3,019 accounts-99.9% over 3Y |
| 16. Leh II Management LLC CRD 328785 · Limited Liability Company | ENGLEWOOD, CO | $93.1M May 2026 | -$129.4M-58.2% | — | — | -$287.3M-75.5% | -1 employees-7.7% over 1Y | -3 accounts-75.0% over 1Y |
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.