| 1. Semper Augustus Investments Group LLC CRD 108153 · Limited Liability Company | HIGHLANDS RANCH, CO | $982.2M Mar 2026 | +$289.1M+41.7% | +$504.9M+105.8% | +$677.3M+222.2% | +$809.1M+467.5% | +2 employees+28.6% over 3Y | +130 accounts+32.6% over 3Y |
| 2. Kozak & Tripp Private Asset Management, INC. CRD 298353 · Corporation | HIGHLANDS RANCH, CO | $813.4M Apr 2026 | +$106.9M+15.1% | +$355.9M+77.8% | +$379.3M+87.4% | — | 0 employees+0.0% over 3Y | +398 accounts+20.0% over 3Y |
| 3. Rosel Wealth Management, LLC CRD 291065 · Limited Liability Company | HIGHLANDS RANCH, CO | $630.2M Apr 2026 | +$127.0M+25.2% | +$314.0M+99.3% | +$384.8M+156.8% | — | -1 employees-20.0% over 3Y | +180 accounts+22.8% over 3Y |
| 4. Shenandoah Energy Management, LLC CRD 332901 · Limited Liability Company | HIGHLANDS RANCH, CO | $253.9M Jul 2026 | — | — | — | $0+0.0% | 0 employees+0.0% over Total | 0 accounts+0.0% over Total |
| 5. Cedarwood Wealth CRD 334756 · Limited Liability Company | HIGHLANDS RANCH, CO | $213.4M Jul 2026 | +$77.9M+57.5% | — | — | +$77.9M+57.5% | 0 employees+0.0% over 1Y | +86 accounts+29.5% over 1Y |
| 6. Lord And Richards CRD 328907 · Limited Liability Company | HIGHLANDS RANCH, CO | $128.8M May 2026 | +$24.3M+23.2% | — | — | — | +2 employees+12.5% over 1Y | +136 accounts+11.1% over 1Y |