Thursday, October 22, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicIN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of youFP Why clients are choosing phased retirement — and what advisors should know4K SPARK Forum Offering Scholarships for Retirement Plan AdvisorsFP What Schwab's new ETF platform fees mean for clients, advisorsWM RIA Platform Leaders Ask ‘What’s the Advantage in Having Your Own Form ADV?’IN Fake e-vite phishing scams put high-net-worth clients at riskRB Rick Wurster says Schwab is tackling its forced rationing of long/short SMAs with proprietary 'offering' to stretch balance sheet, but it may be more about a fee upside, a long/short manager saysTA Top 15 States for Average Individual Income Taxes, 2025
AtlasFinancial ADVSR
Open free

Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Atlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters1

359 firms manage $1.3 trillionColorado

Open in the Atlas screener

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

  1. 3340
    Summit Wealth GroupColorado Springs, CO · 3,117 clientsWealth managerWrap sponsorHybrid
    SEI 100%
    $2.3B
  2. 3387
    Excellere PartnersDenver, CO · 5 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  3. 3400
    BSW Wealth PartnersBoulder, CO · 501 clientsWealth manager
    Schwab 81%
    $2.2B
  4. 3434
    Advisors Asset Management, Inc.Monument, CO · 1,505 clientsBroker-dealer firmHybridBentallgreenoak Real Estate US LLC, MFS Fund Distributors, Inc.
    Fidelity 61%Schwab 25%
    $2.2B
  5. 3579
    PCM Encore, LLCAspen, CO · 176 clientsWealth manager
    Morgan Stanley 100%
    $2.0B
  6. 3607
    Cherry Creek Family OfficesDenver, CO · 26 clientsWealth manager
    Schwab 100%
    $2.0B
  7. 3656
    Woodbourne Capital Management International LPBoulder, CO · 15 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  8. 3745
    Freedom Funds Management CoDenver, CO · 1 clientsAsset managerHybrid
    No custodian reported
    $1.9B
  9. 3772
    Nilsine Partners, LLCGreenwood Village, CO · 559 clientsWealth managerHybrid
    Schwab 100%
    $1.9B
  10. 3789
    UX Wealth Partners LLCCentennial, CO · 56 clientsAsset manager
    Schwab 99%
    $1.9B
  11. 3805
    Griffis Residential Investment AdvisorGreenwood Village, CO · 20 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  12. 3890
    Mainline West Fund Manager LLCDenver, CO · 116 clientsPrivate fund adviserHybridMainline West Municipal Securities LLC
    Wilmington Trust 91%
    $1.8B
  13. 3907
    Resource Capital FundsDenver, CO · 15 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  14. 3986
    Corundum Group, Inc.Colorado Springs, CO · 157 clientsPrivate fund adviser
    RBC 100%
    $1.7B
  15. 4058
    Buck Wealth Strategies, LLCDenver, CO · 2,948 clientsWealth managerHybrid
    Fidelity 63%Schwab 37%
    $1.6B
  16. 4156
    Delta-V Capital, LLCDenver, CO · 25 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  17. 4157
    Lab Quantitative Strategies, LLCDenver, CO · 3 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  18. 4226
    TownsendWestminster, CO · 1,514 clientsWealth managerHybrid
    Fidelity 100%
    $1.5B
  19. 4249
    Frontrange Capital Advisers, LLCDenver, CO · 27 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  20. 4255
    Platte River EquityDenver, CO · 15 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  21. 4260
    Class VI Family Office, LLCDenver, CO · 201 clientsWealth managerHybridClass VI Securities, LLC
    Schwab 100%
    $1.5B
  22. 4271
    Mountaingate Management Co., LLCDenver, CO · 13 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  23. 4507
    The InstituteDenver, CO · 817 clientsWealth managerHybrid
    Schwab 100%
    $1.4B
  24. 4551
    Capital Investment Counsel, LLCDenver, CO · 468 clientsWealth manager
    Schwab 100%
    $1.4B
  25. 4621
    Paragon Capital ManagementDenver, CO · 188 clientsWealth manager
    Schwab 100%
    $1.3B
  26. 4640
    Swan Capital Management, LLCDurango, CO · 8 clientsAsset managerHybrid
    No custodian reported
    $1.3B
  27. 4677
    Redefine Ventures LLCBoulder, CO · 33 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  28. 4709
    Ophir Asset Management US LLCDenver, CO · 2 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  29. 4821
    Wynkoop LLCGreenwood Village, CO · 9 clientsAsset manager
    No custodian reported
    $1.2B
  30. 4851
    Sagard Real Estate AdvisorsDenver, CO · 29 clientsPrivate fund adviserAffiliated broker-dealer
    No custodian reported
    $1.2B
  31. 4883
    Sachem Hill LLCDenver, CO · 141 clientsWealth manager
    Schwab 81%
    $1.2B
  32. 4894
    Crusonia Wealth Advisors LLCDenver, CO · 542 clientsWealth manager
    Schwab 100%
    $1.2B
  33. 4932
    BOW River Advisers, LLCDenver, CO · 1 clientsAsset managerHybridNylife Distributors LLC, Nylife Securities LLC, clears through National Financial Services (Fidelity)
    No custodian reported
    $1.2B
  34. 4935
    Ibex Investors LLCDenver, CO · 27 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  35. 4977
    Aether Investment Partners, LLCLittleton, CO · 8 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  36. 5020
    Sharkey Howes & Javer IncDenver, CO · 886 clientsWealth manager
    Schwab 100%
    $1.1B
  37. 5048
    Schaefer Financial Management, Inc.Centennial, CO · 446 clientsWealth manager
    No custodian reported
    $1.1B
  38. 5066
    Heirloom Wealth Management LLCGreenwood Village, CO · 853 clientsWealth manager
    Schwab 100%
    $1.1B
  39. 5085
    Crest Rock PartnersDenver, CO · 4 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  40. 5092
    Bruni J V & CoColorado Springs, CO · 386 clientsWealth manager
    Schwab 100%
    $1.1B

RIAs by state