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Start your Watchlist682 investment advisory firms are registered with a main office in Colorado, together advising $1.31T for 504,452 clients. The 100 largest by assets under management are listed below; every figure comes from the firm’s own Form ADV filing.
| # | Firm | Assets | Clients | Staff | Record |
|---|---|---|---|---|---|
| 1 |
Denver · SEC-registered
|
$380.4B | 7,475 | 1,013 | Flagged |
| 2 |
Greenwood Village · SEC-registered
|
$195.4B | 297,074 | 8,051 | Flagged |
| 3 |
Denver · SEC-registered
|
$104.2B | 82 | 157 | Clean |
| 4 |
Denver · SEC-registered
|
$84.4B | 36,172 | 1,429 | Flagged |
| 5 |
Greenwood Village · SEC-registered
|
$78.0B | 162 | 319 | Flagged |
| 6 |
Denver · SEC-registered
|
$65.9B | 119 | 53 | Flagged |
| 7 |
Denver · SEC-registered
|
$38.8B | 22 | 73 | Clean |
| 8 |
Denver · SEC-registered
|
$25.6B | 60 | 135 | Clean |
| 9 |
Denver · SEC-registered
|
$21.0B | 138 | 95 | Clean |
| 10 |
Greenwood Village · SEC-registered
|
$14.7B | 70 | 52 | Flagged |
| 11 |
Denver · SEC-registered
|
$13.1B | 6 | 30 | Clean |
| 12 |
Englewood · SEC-registered
|
$9.2B | 21,668 | 200 | Flagged |
| 13 |
Denver · SEC-registered
|
$9.0B | 33 | 107 | Clean |
| 14 |
Denver · SEC-registered
|
$8.3B | 4,936 | 91 | Clean |
| 15 |
Denver · SEC-registered
|
$6.7B | 27 | 52 | Clean |
| 16 |
Avon · SEC-registered
|
$6.7B | 42 | 22 | Clean |
| 17 |
Denver · SEC-registered
|
$6.5B | 1,500 | 48 | Clean |
| 18 |
Boulder · SEC-registered
|
$6.1B | 9 | 35 | Clean |
| 19 |
Denver · SEC-registered
|
$5.9B | 34 | 13 | Clean |
| 20 |
Golden · SEC-registered
|
$5.4B | 11,253 | 98 | Flagged |
| 21 |
Denver · SEC-registered
|
$5.2B | 189 | 8 | Clean |
| 22 |
Boulder · SEC-registered
|
$4.8B | 15 | 37 | Clean |
| 23 |
Denver · SEC-registered
|
$4.5B | 164 | 62 | Clean |
| 24 |
Denver · SEC-registered
|
$4.3B | 29 | 26 | Clean |
| 25 |
Denver · SEC-registered
|
$4.2B | 53 | 69 | Clean |
| 26 |
Denver · SEC-registered
|
$4.1B | 7 | 35 | Clean |
| 27 |
Denver · SEC-registered
|
$4.1B | 6 | 9 | Flagged |
| 28 |
Denver · SEC-registered
|
$3.9B | 579 | 50 | Clean |
| 29 |
Denver · SEC-registered
|
$3.7B | 818 | 37 | Flagged |
| 30 |
Steamboat Springs · SEC-registered
|
$3.5B | 13 | 28 | Flagged |
| 31 |
Boulder · SEC-registered
|
$3.5B | 15 | 10 | Clean |
| 32 |
Denver · SEC-registered
|
$3.1B | 9 | 16 | Flagged |
| 33 |
Denver · SEC-registered
|
$3.1B | 1,234 | 25 | Clean |
| 34 |
Aspen · SEC-registered
|
$3.0B | 1,157 | 31 | Clean |
| 35 |
Denver · SEC-registered
|
$2.9B | 5,622 | 28 | Clean |
| 36 |
Denver · SEC-registered
|
$2.7B | 32 | 36 | Clean |
| 37 |
Denver · SEC-registered
|
$2.7B | 3 | 6 | Clean |
| 38 |
Denver · SEC-registered
|
$2.4B | 32 | 19 | Clean |
| 39 |
Durango · SEC-registered
|
$2.4B | 1,231 | 17 | Clean |
| 40 |
Denver · SEC-registered
|
$2.3B | 28 | 25 | Clean |
| 41 |
Colorado Springs · SEC-registered
|
$2.3B | 3,117 | 80 | Clean |
| 42 |
Denver · SEC-registered
|
$2.3B | 5 | 26 | Clean |
| 43 |
Boulder · SEC-registered
|
$2.2B | 501 | 27 | Clean |
| 44 |
Monument · SEC-registered
|
$2.2B | 1,505 | 255 | Flagged |
| 45 |
Denver · SEC-registered
|
$2.0B | 26 | 16 | Clean |
| 46 |
Boulder · SEC-registered
|
$2.0B | 15 | 14 | Clean |
| 47 |
Aspen · SEC-registered
|
$1.9B | 167 | 16 | Clean |
| 48 |
Denver · SEC-registered
|
$1.9B | 1 | 9 | Clean |
| 49 |
Greenwood Village · SEC-registered
|
$1.9B | 559 | 18 | Clean |
| 50 |
Centennial · SEC-registered
|
$1.9B | 56 | 7 | Clean |
| 51 |
Greenwood Village · SEC-registered
|
$1.9B | 20 | 30 | Clean |
| 52 |
Denver · SEC-registered
|
$1.8B | 116 | 5 | Clean |
| 53 |
Denver · SEC-registered
|
$1.8B | 15 | 49 | Clean |
| 54 |
Colorado Springs · SEC-registered
|
$1.7B | 157 | 12 | Clean |
| 55 |
Denver · SEC-registered
|
$1.6B | 2,948 | 102 | Clean |
| 56 |
Denver · SEC-registered
|
$1.6B | 25 | 18 | Clean |
| 57 |
Denver · SEC-registered
|
$1.6B | 3 | 23 | Clean |
| 58 |
Westminster · SEC-registered
|
$1.5B | 1,514 | 30 | Clean |
| 59 |
Denver · SEC-registered
|
$1.5B | 27 | 29 | Clean |
| 60 |
Denver · SEC-registered
|
$1.5B | 15 | 22 | Clean |
| 61 |
Denver · SEC-registered
|
$1.5B | 201 | 9 | Clean |
| 62 |
Denver · SEC-registered
|
$1.5B | 13 | 22 | Clean |
| 63 |
Denver · SEC-registered
|
$1.4B | 817 | 18 | Flagged |
| 64 |
Denver · SEC-registered
|
$1.4B | 468 | 8 | Clean |
| 65 |
Denver · SEC-registered
|
$1.3B | 188 | 6 | Clean |
| 66 |
Durango · SEC-registered
|
$1.3B | 8 | 5 | Clean |
| 67 |
Boulder · SEC-registered
|
$1.3B | 33 | 2 | Clean |
| 68 |
Denver · SEC-registered
|
$1.3B | 2 | 5 | Clean |
| 69 |
Greenwood Village · SEC-registered
|
$1.2B | 9 | 7 | Clean |
| 70 |
Denver · SEC-registered
|
$1.2B | 29 | 109 | Clean |
| 71 |
Denver · SEC-registered
|
$1.2B | 141 | 8 | Clean |
| 72 |
Denver · SEC-registered
|
$1.2B | 542 | 20 | Clean |
| 73 |
Denver · SEC-registered
|
$1.2B | 1 | 27 | Flagged |
| 74 |
Denver · SEC-registered
|
$1.2B | 27 | 23 | Clean |
| 75 |
Littleton · SEC-registered
|
$1.1B | 8 | 3 | Clean |
| 76 |
Denver · SEC-registered
|
$1.1B | 886 | 14 | Clean |
| 77 |
Centennial · SEC-registered
|
$1.1B | 446 | 9 | Clean |
| 78 |
Greenwood Village · SEC-registered
|
$1.1B | 853 | 18 | Clean |
| 79 |
Denver · SEC-registered
|
$1.1B | 4 | 14 | Clean |
| 80 |
Colorado Springs · SEC-registered
|
$1.1B | 386 | 5 | Clean |
| 81 |
Lakewood · SEC-registered
|
$1.1B | 436 | 9 | Clean |
| 82 |
Denver · SEC-registered
|
$1.0B | 1 | 42 | Clean |
| 83 |
Louisville · SEC-registered
|
$1.0B | 342 | 16 | Clean |
| 84 |
Denver · SEC-registered
|
$991.5M | 7 | 18 | Clean |
| 85 |
Highlands Ranch · SEC-registered
|
$982.2M | 269 | 9 | Clean |
| 86 |
Denver · SEC-registered
|
$973.0M | 2,148 | 43 | Clean |
| 87 |
Denver · SEC-registered
|
$971.3M | 285 | 11 | Clean |
| 88 |
Denver · SEC-registered
|
$934.6M | 854 | 23 | Clean |
| 89 |
Westminster · SEC-registered
|
$929.1M | 1,191 | 17 | Clean |
| 90 |
Littleton · SEC-registered
|
$926.1M | 242 | 8 | Clean |
| 91 |
Centennial · SEC-registered
|
$915.0M | 305 | 2 | Flagged |
| 92 |
Colorado Springs · SEC-registered
|
$905.2M | 2,327 | 23 | Clean |
| 93 |
Boulder · SEC-registered
|
$893.3M | 654 | 8 | Clean |
| 94 |
Greenwood Village · SEC-registered
|
$875.9M | 297 | 14 | Clean |
| 95 |
Denver · SEC-registered
|
$862.4M | 481 | 17 | Clean |
| 96 |
Lakewood · SEC-registered
|
$848.8M | 139 | 2 | Clean |
| 97 |
Denver · SEC-registered
|
$816.2M | 12 | 20 | Clean |
| 98 |
Denver · SEC-registered
|
$815.2M | 6 | 69 | Clean |
| 99 |
Highlands Ranch · SEC-registered
|
$813.4M | 791 | 10 | Flagged |
| 100 |
Greenwood Village · SEC-registered
|
$810.0M | 383 | 8 | Clean |
Source: SEC Investment Adviser Public Disclosure Form ADV Part 1, refreshed monthly. Firms are placed in Colorado by the main office address on their filing, so a national firm with an office in the state may not appear here. Figures are self-reported and unverified. Information only — not advice or a recommendation.