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Largest RIA Firms in Englewood, Colorado by AUM
Explore registered investment advisers headquartered in Englewood, Colorado, ranked by reported regulatory AUM. Compare firm size, historical AUM, employee trends, and account activity across 17 firms with $13.8B in total reported AUM and median AUM of $271.3M.
Firms
17
Matching current profiles
Total AUM
$13.8B
Reported regulatory AUM
Median AUM
$271.3M
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 Jul 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 · LIMITED LIABILITY LIMITED PARTNERSHIP | 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 · LIMITED LIABILITY LIMITED PARTNERSHIP (LLLP) | 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. Leh III Management LLC CRD 341093 · Limited Liability Company | ENGLEWOOD, CO | $335.9M Aug 2026 | — | — | — | $0+0.0% | 0 employees+0.0% over Total | 0 accounts+0.0% over Total |
| 8. 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 |
| 9. Parsonex Advisory Services, INC. CRD 160275 · Corporation | ENGLEWOOD, CO | $271.3M Jun 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 |
| 10. Stone Creek Group, LLC CRD 182512 · Limited Liability Company | ENGLEWOOD, CO | $250.6M Sep 2026 | +$69.3M+38.3% | +$121.9M+94.8% | +$206.9M+473.1% | — | +1 employees+25.0% over 3Y | +109 accounts+66.1% over 3Y |
| 11. Bxm Wealth LLC CRD 332544 · Limited Liability Company | ENGLEWOOD, CO | $231.3M Oct 2026 | +$123.7M+115.0% | — | — | +$122.8M+113.2% | +2 employees+66.7% over 1Y | +99 accounts+79.8% over 1Y |
| 12. 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 |
| 13. Rigden Capital Strategies CRD 326930 · Limited Liability Company | ENGLEWOOD, CO | $168.9M Oct 2026 | +$64.8M+62.3% | — | — | — | +1 employees+20.0% over 1Y | +373 accounts+64.5% over 1Y |
| 14. Ridgegate Advisors, LLC CRD 334233 · Limited Liability Company | ENGLEWOOD, CO | $119.0M Mar 2026 | — | — | — | — | 0 employees+0.0% over Total | — |
| 15. 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 |
| 16. 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 |
| 17. 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 sufficient historical filing data is unavailable for the lookback period.