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IN Inheritance conflict is the rule, not the exception, Wells Fargo findsIN Private equity leads public pension returns for 14th straight yearIN Medicare gaps leave retirees dangerously exposed to health care costsIN Taxable accounts surpass retirement savings as US households diversify portfoliosIN What a former RIA founder wants advisors to know about AIWM FINNY AI Partners with Visionary Square on ProspectingWM Healthspan Wealth Launches Platform for AdvisorsRB 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 you
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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. 5156
    Mattern Capital Management, LLCLakewood, CO · 436 clientsWealth manager
    Schwab 100%
    $1.1B
  2. 5261
    Dream U.S. Manager LLCDenver, CO · 1 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  3. 5347
    Peak Asset Management, LLCLouisville, CO · 342 clientsWealth manager
    Schwab 100%
    $1.0B
  4. 5406
    Bayswater Management Company LPDenver, CO · 7 clientsPrivate fund adviser
    No custodian reported
    $991M
  5. 5439
    Semper Augustus Investments Group LLCHighlands Ranch, CO · 269 clientsWealth manager
    Schwab 75%U.S. Bank 25%
    $982M
  6. 5457
    Maia WealthDenver, CO · 2,148 clientsWealth manager
    Schwab 98%
    $973M
  7. 5463
    ELK River Wealth Management LLCDenver, CO · 285 clientsWealth manager
    Fidelity 88%
    $971M
  8. 5568
    Uniting Wealth PartnersDenver, CO · 854 clientsWealth manager
    Raymond James 76%Schwab 24%
    $935M
  9. 5599
    Mountain Capital Investment Advisors IncWestminster, CO · 1,191 clientsWealth manager
    Schwab 89%
    $929M
  10. 5613
    Sprinkle Financial Consultants LLCLittleton, CO · 242 clientsWealth manager
    Schwab 100%
    $926M
  11. 5644
    Fi401k AdvisorsCentennial, CO · 305 clientsAsset managerHybrid
    MID Atlantic Trust 47%Matrix Trust 28%Reliance Trust 25%
    $915M
  12. 5687
    First Affirmative Financial Network LLCColorado Springs, CO · 2,327 clientsWealth managerWrap sponsor
    Schwab 52%Goldman Sachs 48%
    $905M
  13. 5731
    The Millstone Evans Group, LLCBoulder, CO · 654 clientsWealth managerWrap sponsor
    Raymond James 100%
    $893M
  14. 5797
    Icon Advisers, Inc.Greenwood Village, CO · 297 clientsAsset managerHybrid
    Schwab 56%Innovayte 44%
    $876M
  15. 5846
    Gill Capital PartnersDenver, CO · 481 clientsBroker-dealer firmHybrid
    Schwab 100%
    $862M
  16. 5902
    Bason Asset ManagementLakewood, CO · 139 clientsWealth manager
    Schwab 100%
    $849M
  17. 6023
    Manna Tree Partners, LLCDenver, CO · 12 clientsPrivate fund adviser
    No custodian reported
    $816M
  18. 6027
    Forum Capital Advisors LLCDenver, CO · 6 clientsPrivate fund adviserHybridFCA Capital Markets LLC
    No custodian reported
    $815M
  19. 6033
    Kozak & Tripp Private Asset Management, Inc.Highlands Ranch, CO · 791 clientsWealth manager
    Schwab 100%
    $813M
  20. 6044
    Investment Management AssociatesGreenwood Village, CO · 383 clientsWealth manager
    Schwab 63%Fidelity 37%
    $810M
  21. 6140
    Lapis Advisers, LPDenver, CO · 8 clientsPrivate fund adviser
    No custodian reported
    $789M
  22. 6192
    Princeton Fund Advisors, LLCDenver, CO · 6 clientsAsset manager
    No custodian reported
    $780M
  23. 6198
    Ramsay Stattman Vela & Price IncColorado Springs, CO · 404 clientsWealth manager
    Schwab 76%
    $779M
  24. 6338
    Tillman Hartley LLCDenver, CO · 63 clientsWealth manager
    Schwab 51%Fidelity 49%
    $746M
  25. 6342
    Seamount Financial Group IncColorado Springs, CO · 501 clientsWealth managerHybrid
    LPL Financial 100%
    $745M
  26. 6387
    Alpha Capital Management Group LLCDenver, CO · 470 clientsAsset manager
    Fidelity 64%LPL Financial 34%
    $734M
  27. 6448
    Clear Creek AdvisorsDenver, CO · 483 clientsWealth manager
    Schwab 100%
    $722M
  28. 6466
    Millennium Bridge CapitalDenver, CO · 6 clientsPrivate fund adviser
    No custodian reported
    $717M
  29. 6499
    Peak Planning Group, LLCCentennial, CO · 838 clientsWealth managerWrap sponsor
    Raymond James 74%Schwab 26%
    $710M
  30. 6513
    Dodds Wealth, LLCGreenwood Village, CO · 421 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $706M
  31. 6578
    Black Swift Group, LLCBoulder, CO · 406 clientsWealth manager
    Pershing 100%
    $694M
  32. 6672
    Stordahl Capital Management, Inc.Greenwood Village, CO · 331 clientsWealth manager
    Schwab 100%
    $676M
  33. 6733
    Focused Alpha, LLCGreenwood Village, CO · 553 clientsWealth managerWrap sponsor
    Fidelity 73%Schwab 27%
    $664M
  34. 6796
    Proprietary Capital, LLCDenver, CO · 36 clientsPrivate fund adviser
    Schwab 100%
    $652M
  35. 6827
    Legacy Wealth Partners, LLCLakewood, CO · 1,064 clientsWealth managerHybrid
    Schwab 87%
    $646M
  36. 6831
    Triumph Capital ManagementDenver, CO · 2,239 clientsWealth managerWrap sponsor
    No custodian reported
    $646M
  37. 6877
    Colorado Capital ManagementBoulder, CO · 241 clientsWealth manager
    Schwab 100%
    $638M
  38. 6921
    Rosel Wealth Management, LLCHighlands Ranch, CO · 317 clientsWealth managerWrap sponsor
    Schwab 100%
    $630M
  39. 6947
    Impact Capital Partners LLCGreenwood Village, CO · 230 clientsWealth manager
    Schwab 100%
    $626M
  40. 6953
    PVG Asset Management CorpCentennial, CO · 240 clientsAsset managerHybrid
    No custodian reported
    $625M

RIAs by state