Investment adviser firms in Colorado · Page 3
Firms grouped by their reported public principal-office state. This does not establish current registration or include every branch office.
354 firms · Source months shown: July 2026 and August 2026
- MAIA WEALTH, LLCCRD 292817 · DENVER, CO$973,037,361.00Regulatory AUM · August 2026
- MAINLINE WEST FUND MANAGER LLCCRD 147532 · DENVER, CO$1,771,928,899.00Regulatory AUM · August 2026
- MANNA TREE PARTNERS, LLCCRD 299654 · DENVER, CO$816,155,372.00Regulatory AUM · August 2026
- MARSHALL INVESTMENT MANAGEMENT, LLCCRD 174817 · GREENWOOD VILLAGE, CO$297,993,524.00Regulatory AUM · August 2026
- MARSICO CAPITAL MANAGEMENT, LLCCRD 109250 · DENVER, CO$4,262,075,529.00Regulatory AUM · August 2026
- MATTERN CAPITAL MANAGEMENT, LLCCRD 299342 · LAKEWOOD, CO$1,073,680,572.00Regulatory AUM · August 2026
- MAXQ ASSET MANAGEMENT LLCCRD 336560 · GREENWOOD VILLAGE, CO$407,749,700.00Regulatory AUM · August 2026
- MCALVANY WEALTH MANAGEMENT, LLCCRD 146021 · DURANGO, CO$224,230,606.00Regulatory AUM · August 2026
- MEKETA CAPITAL, LLCCRD 328303 · DENVER, CO$106,582,146.00Regulatory AUM · August 2026
- MERCER ADVISORS PRIVATE ASSET MANAGEMENT, INC.CRD 327830 · DENVER, CO$205,589,000.00Regulatory AUM · August 2026
- MERCER GLOBAL ADVISORS INC.CRD 147363 · DENVER, CO$84,396,892,590.00Regulatory AUM · August 2026
- MICA CREEK CAPITAL LLCCRD 325642 · STEAMBOAT SPRINGS, CO$300,507,818.00Regulatory AUM · August 2026
- MICHAUD CAPITAL MANAGEMENT LLCCRD 159828 · DENVER, CO$2,444,281,186.00Regulatory AUM · August 2026
- MIDBRIDGE ADVISORS LPCRD 330056 · DENVER, CONot availableRegulatory AUM · July 2026
- MONTICELLO ASSOCIATES, LLCCRD 107392 · DENVER, CONot availableRegulatory AUM · August 2026
- MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLCCRD 149122 · GREENWOOD VILLAGE, CO$14,731,075,301.00Regulatory AUM · August 2026
- MOUNTAIN CAPITAL INVESTMENT ADVISORS INCCRD 156660 · WESTMINSTER, CO$929,106,338.00Regulatory AUM · August 2026
- MOUNTAINGATE MANAGEMENT CO., LLCCRD 294899 · DENVER, CO$1,492,864,770.00Regulatory AUM · August 2026
- MUTUAL FUND PROTECTION SERVICECRD 115961 · DENVER, CO$90,941,040.00Regulatory AUM · August 2026
- NAVIGATION WEALTH MANAGEMENT, INC.CRD 282640 · FORT COLLINS, CO$103,175,002.00Regulatory AUM · August 2026
- NILSINE PARTNERS, LLCCRD 315694 · GREENWOOD VILLAGE, CO$1,881,704,852.00Regulatory AUM · August 2026
- NOBLE WEALTH MANAGEMENT P.B.C.CRD 322607 · GREENWOOD VILLAGE, CO$400,459,976.00Regulatory AUM · August 2026
- NOBLE WEALTH PARTNERS, LLCCRD 298396 · DENVER, CO$118,491,092.00Regulatory AUM · August 2026
- NORTHWOOD INVESTORS LLCCRD 161406 · DENVER, CO$8,968,650,157.00Regulatory AUM · August 2026
- NZS CAPITAL LLCCRD 305093 · DENVER, CO$4,058,262,900.00Regulatory AUM · August 2026
- OAK STREET INVESTMENT ADVISORS, LLCCRD 288019 · GREENWOOD VILLAGE, CO$125,451,478.00Regulatory AUM · August 2026
- OAKWOOD REAL ESTATE PARTNERS, LLCCRD 169387 · DENVER, CO$540,223,231.00Regulatory AUM · August 2026
- OBERMEYER WOOD INVESTMENT COUNSEL, LLLPCRD 110069 · ASPEN, CO$3,034,106,485.00Regulatory AUM · August 2026
- ONE BOW RIVER ADVISERS, LLC.CRD 333311 · COLORADO SPRINGS, CO$525,923,463.00Regulatory AUM · August 2026
- OPHIR ASSET MANAGEMENT US LLCCRD 312619 · DENVER, CO$1,268,507,779.00Regulatory AUM · August 2026
- ORIGIN CREDIT ADVISERS, LLCCRD 324839 · DENVER, CO$537,990,307.00Regulatory AUM · August 2026
- OUTBOUND FINANCIAL, INC.CRD 287697 · BOULDER, CO$151,226,554.00Regulatory AUM · August 2026
- OWL CREEK WEALTH PARTNERS LLCCRD 331850 · DENVER, CO$602,277,002.00Regulatory AUM · August 2026
- PALLER FINANCIAL SERVICES, INC.CRD 161531 · CENTENNIAL, CO$147,888,846.00Regulatory AUM · August 2026
- PANORAMA WEALTH ADVISORSCRD 324199 · GREENWOOD VILLAGE, CO$133,707,136.00Regulatory AUM · August 2026
- PANORAMIC INVESTMENT ADVISORS, LLCCRD 290770 · GLENDALE, CO$350,608,741.00Regulatory AUM · August 2026
- PARAGON CAPITAL MANAGEMENTCRD 105147 · DENVER, CO$1,316,232,312.00Regulatory AUM · August 2026
- PARALEL ADVISORS LLCCRD 315804 · DENVER, CO$2,671,188,537.00Regulatory AUM · August 2026
- PARAMOUNT ASSOCIATES WEALTH MANAGEMENT, LLCCRD 288537 · GREENWOOD VILLAGE, CO$146,470,911.00Regulatory AUM · August 2026
- PARSONEX ADVISORY SERVICES, INC.CRD 160275 · ENGLEWOOD, CO$271,312,952.00Regulatory AUM · August 2026
- PCM ENCORE, LLCCRD 333127 · ASPEN, CO$1,943,437,643.00Regulatory AUM · August 2026
- PEACE OF MIND FINANCIAL, INCCRD 289067 · COLORADO SPRINGS, CO$123,633,619.00Regulatory AUM · August 2026
- PEAK ASSET MANAGEMENT, LLCCRD 106944 · LOUISVILLE, CO$1,011,130,724.00Regulatory AUM · August 2026
- PEAK CAPITAL MANAGEMENT, LLCCRD 141488 · GREENWOOD VILLAGE, CO$165,213,827.00Regulatory AUM · August 2026
- PEAK FINANCIAL ADVISORS, LLCCRD 115207 · DENVER, CO$268,751,194.00Regulatory AUM · August 2026
- PEAK FINANCIAL MANAGEMENT, INC.CRD 281223 · BROOMFIELD, CO$109,420,824.00Regulatory AUM · August 2026
- PEAK INVESTMENT ADVISORS, INC.CRD 113967 · COLORADO SPRINGS, CO$234,624,302.00Regulatory AUM · August 2026
- PEAK PLANNING GROUP, LLCCRD 289891 · CENTENNIAL, CO$709,995,204.00Regulatory AUM · August 2026
- PERSPECTIVE WEALTH ADVISORS LLCCRD 332574 · LOVELAND, CO$158,037,995.00Regulatory AUM · August 2026
- PETERSON FINANCIAL SERVICES LLCCRD 106127 · DENVER, CO$124,037,371.00Regulatory AUM · August 2026
- PETRA FINANCIAL ADVISORS INCCRD 107196 · COLORADO SPRINGS, CO$447,237,190.00Regulatory AUM · August 2026
- PLANWISER FINANCIAL, LLCCRD 331675 · COLORADO SPRINGS, CO$169,144,727.00Regulatory AUM · August 2026
- PRESTIGE WEALTH MANAGEMENT, LLCCRD 150079 · PUEBLO, CO$103,963,088.00Regulatory AUM · August 2026
- PRIMARK ADVISORS, LLCCRD 309653 · DENVER, CO$371,599,791.00Regulatory AUM · August 2026
- PRINCETON FUND ADVISORS, LLCCRD 157821 · DENVER, CO$780,000,000.00Regulatory AUM · August 2026
- PROPRIETARY CAPITAL, LLCCRD 125139 · DENVER, CO$651,828,000.00Regulatory AUM · August 2026
- PROTOCOL WEALTH, LLCCRD 335298 · DENVER, CO$127,102,603.00Regulatory AUM · August 2026
- PRUDENT MAN INVESTMENT MANAGEMENT INCCRD 104574 · LOUSIVILLE, CO$390,155,603.00Regulatory AUM · August 2026
- PRV MANAGEMENT, L.P.CRD 160667 · DENVER, CO$1,502,670,828.00Regulatory AUM · August 2026
- PUBLIC TRUST ADVISORS, LLCCRD 159189 · DENVER, CO$104,243,535,249.00Regulatory AUM · August 2026
- PULLIAM FAMILY OFFICE, LLCCRD 338839 · CRESTED BUTTE, CO$141,743,358.00Regulatory AUM · August 2026
- PVG ASSET MANAGEMENT CORPCRD 105541 · CENTENNIAL, CO$624,910,848.00Regulatory AUM · August 2026
- QUISH & CO. LLCCRD 146212 · BOULDER, CO$154,181,658.00Regulatory AUM · August 2026
- RALLYDAY PARTNERS, LLCCRD 307309 · DENVER, CO$384,142,375.00Regulatory AUM · August 2026
- RAMSAY STATTMAN VELA & PRICE INCCRD 105156 · COLORADO SPRINGS, CO$778,517,511.00Regulatory AUM · August 2026
- RCF MANAGEMENT, LLCCRD 161007 · DENVER, CO$1,757,000,045.00Regulatory AUM · August 2026
- RED MOUNTAIN FINANCIAL PARTNERS, LLCCRD 174672 · DURANGO, CO$225,585,331.00Regulatory AUM · August 2026
- REDEFINE VENTURES LLCCRD 323691 · BOULDER, CO$1,283,191,036.00Regulatory AUM · August 2026
- RESOLUTE CAPITAL ASSET PARTNERS LLCCRD 298866 · DENVER, CO$380,879,963.00Regulatory AUM · August 2026
- REVELSTOKE CAPITAL MANAGEMENT LLCCRD 173859 · DENVER, CO$6,698,393,622.00Regulatory AUM · August 2026
- RIDGEGATE ADVISORS, LLCCRD 334233 · ENGLEWOOD, CO$118,964,626.00Regulatory AUM · August 2026
- RIGDEN ENTERPRISESCRD 326930 · ENGLEWOOD, CO$168,879,166.00Regulatory AUM · August 2026
- ROCKWOOD EQUITY PARTNERS LLCCRD 163846 · DENVER, CO$189,783,574.00Regulatory AUM · August 2026
- ROSECAP INVESTMENT ADVISORS, LLCCRD 152054 · GRAND JUNCTION, CO$527,528,418.00Regulatory AUM · August 2026
- ROSEL WEALTH MANAGEMENT, LLCCRD 291065 · HIGHLANDS RANCH, CO$630,237,813.00Regulatory AUM · August 2026
- ROUBAIX CAPITAL, LLCCRD 269879 · DENVER, CO$298,904,244.00Regulatory AUM · August 2026
- RS ASSET MANAGEMENT, LLCCRD 157768 · COLORADO SPRINGS, CO$107,201,521.00Regulatory AUM · August 2026
- RUBICON TECHNOLOGY MANAGEMENT L.L.C.CRD 169875 · BOULDER, CO$4,841,120,373.00Regulatory AUM · August 2026
- RYAN INVESTMENT MANAGEMENT, INC.CRD 115755 · BASALT, CO$272,033,000.00Regulatory AUM · August 2026
- SACHEM HILL LLCCRD 174210 · DENVER, CO$1,184,227,663.00Regulatory AUM · August 2026
- SANCTUARY WEALTH ADVISORS LLCCRD 285428 · DENVER, CO$191,544,207.00Regulatory AUM · August 2026
- SATURN FIVE ADVISORS LLCCRD 322348 · DENVER, CO$556,068,915.00Regulatory AUM · August 2026
- SAVVLY ADVISOR, LLCCRD 321125 · BOULDER, CO$75,208.00Regulatory AUM · August 2026
- SCHAEFER FINANCIAL MANAGEMENT, INC.CRD 110110 · CENTENNIAL, CO$1,114,890,977.00Regulatory AUM · August 2026
- SCIRE FUND III GP, LLCCRD 323864 · DENVER, CONot availableRegulatory AUM · August 2026
- SEAMOUNT FINANCIAL GROUP INCCRD 107834 · COLORADO SPRINGS, CO$745,240,537.00Regulatory AUM · August 2026
- SEASON INVESTMENTS, LLCCRD 158070 · COLORADO SPRINGS, CO$159,692,694.00Regulatory AUM · August 2026
- SEMPER AUGUSTUS INVESTMENTS GROUP LLCCRD 108153 · HIGHLANDS RANCH, CO$982,168,444.00Regulatory AUM · August 2026
- SENECA CAPITAL MANAGEMENT, LLCCRD 288206 · DENVER, CO$120,000,000.00Regulatory AUM · August 2026
- SENECA MANAGEMENT LLCCRD 160345 · DENVER, CO$716,861,000.00Regulatory AUM · August 2026
- SENIOR TAX ADVISORY GROUP, INCCRD 318058 · COLORADO SPRINGS, CO$122,781,042.00Regulatory AUM · August 2026
- SEVENTWO LLCCRD 328900 · DENVER, CO$230,391,190.00Regulatory AUM · August 2026
- SHARKEY HOWES & JAVER INCCRD 106050 · DENVER, CO$1,125,728,474.00Regulatory AUM · August 2026
- SHEARWATER CAPITAL, LLCCRD 115399 · DENVER, CO$427,265,198.00Regulatory AUM · August 2026
- SILVERPEAK WEALTH ADVISORS, LLCCRD 170732 · BOULDER, CO$177,373,121.00Regulatory AUM · August 2026
- SMITH CAPITAL INVESTORS, LLCCRD 294402 · DENVER, CO$13,111,663,806.00Regulatory AUM · August 2026
- SOURCEROCK GROUP LLCCRD 307575 · DENVER, CO$3,107,409,080.00Regulatory AUM · August 2026
- SPRINKLE FINANCIAL CONSULTANTS LLCCRD 112227 · LITTLETON, CO$926,084,420.00Regulatory AUM · August 2026
- SPRUCEVIEW CAPITAL PARTNERS LLCCRD 171963 · DENVER, CO$2,342,488,072.00Regulatory AUM · August 2026
- STARK RICHARD JOSEPHCRD 107636 · ENGLEWOOD, CO$426,099,643.00Regulatory AUM · August 2026