Rialytix insights

Largest RIA Firms in Lone Tree, Colorado by AUM

Explore registered investment advisers headquartered in Lone Tree, Colorado, ranked by reported regulatory AUM. Compare firm size, historical AUM, employee trends, and account activity across 6 firms with $1.5B in total reported AUM and median AUM of $132.5M.

Firms

Matching current profiles

Total AUM

$1.5B

Reported regulatory AUM

Median AUM

$132.5M

Across firms with AUM

Largest firm

$560.0M

A & I Wealth Management

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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. A & I Wealth Management CRD 148357 · Limited Liability Company	LONE TREE, CO	$560.0M Apr 2026	+$96.1M+20.7%	+$192.5M+52.4%	+$138.1M+32.7%	+$509.8M+1015.1%	-1 employees-10.0% over 3Y	-104 accounts-5.8% over 3Y
2. Gallacher Capital Management, LLC CRD 113189 · Limited Liability Company	LONE TREE, CO	$539.0M Mar 2026	+$51.2M+10.5%	+$84.0M+18.5%	+$216.5M+67.1%	+$403.8M+298.6%	+3 employees+27.3% over 3Y	+288 accounts+27.4% over 3Y
3. Tier One Wealth Management CRD 322893 · Limited Liability Company	LONE TREE, CO	$154.0M Mar 2026	+$61.5M+66.4%	+$89.2M+137.4%	—	+$89.2M+137.4%	0 employees+0.0% over 3Y	+199 accounts+76.0% over 3Y
4. Forward Wealth CRD 339154 · Limited Liability Company	LONE TREE, CO	$111.1M Jul 2026	—	—	—	—	0 employees+0.0% over Total	—
5. Aqi CRD 339159 · Limited Liability Company	LONE TREE, CO	$107.9M Jul 2026	—	—	—	—	0 employees+0.0% over Total	—
6. Gbg Wealth Management LLC CRD 333368 · Limited Liability Company	LONE TREE, CO	$23.8M Mar 2026	—	—	—	—	+1 employees+33.3% 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.