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FP Why fee-based models are the future of advisor compensationIN 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 next
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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. 6978
    Altus Wealth Group, LLCColorado Springs, CO · 791 clientsWealth managerHybrid
    Schwab 100%
    $620M
  2. 7016
    Envoy Advisory Inc.Colorado Springs, CO · 1,999 clientsWealth manager
    Matrix Trust 84%
    $615M
  3. 7032
    Wealth Watch Advisors, IncEnglewood, CO · 3,587 clientsWealth manager
    Schwab 100%
    $612M
  4. 7038
    Financial Security Management, IncLakewood, CO · 1,102 clientsWealth manager
    Schwab 100%
    $612M
  5. 7086
    Tucker Asset Management LLCLittleton, CO · 2,960 clientsWealth manager
    Schwab 100%
    $604M
  6. 7093
    Intergy Private Wealth, LLCColorado Springs, CO · 590 clientsWealth manager
    Schwab 100%
    $603M
  7. 7094
    Owl Creek Wealth PartnersGreenwood Village, CO · 100 clientsWealth manager
    Schwab 100%
    $602M
  8. 7177
    JPL Wealth Management, LLCGreenwood Village, CO · 291 clientsWealth manager
    Schwab 51%Fidelity Management & Research Company 49%
    $588M
  9. 7225
    Keystone Global Partners LLCDenver, CO · 50 clientsWealth manager
    Schwab 100%
    $581M
  10. 7234
    Edgerock Wealth ManagementDenver, CO · 575 clientsWealth manager
    Fidelity 100%
    $579M
  11. 7292
    Freif Advisors LLCDenver, CO · 1 clientsAsset managerHybridFCA Capital Markets LLC
    No custodian reported
    $570M
  12. 7376
    A & I Wealth ManagementLone Tree, CO · 518 clientsWealth managerHybrid
    Axos 100%
    $560M
  13. 7404
    Saturn Five Advisors LLCDenver, CO · 21 clientsPrivate fund adviser
    No custodian reported
    $556M
  14. 7498
    Tandem Financial, LLCGreenwood Village, CO · 457 clientsWealth manager
    Schwab 92%
    $542M
  15. 7514
    Oakwood Real Estate Partners, LLCDenver, CO · 23 clientsPrivate fund adviser
    No custodian reported
    $540M
  16. 7528
    Gallacher Capital Management, LLCLone Tree, CO · 516 clientsWealth manager
    Fidelity Distributors Company 67%Schwab 33%
    $539M
  17. 7533
    Origin Credit Advisers, LLCDenver, CO · 2 clientsAsset managerAffiliated broker-dealer
    No custodian reported
    $538M
  18. 7543
    Hinds Financial Group IncLakewood, CO · 298 clientsWealth managerHybrid
    Pershing 100%
    $537M
  19. 7547
    Crescat Portfolio Management LLCDenver, CO · 119 clientsPrivate fund adviser
    Interactive Brokers 65%Axos 35%
    $536M
  20. 7600
    Denver Wealth Management, Inc.Denver, CO · 986 clientsWealth managerHybrid
    LPL Financial 100%
    $530M
  21. 7620
    Rosecap Investment Advisors, LLCGrand Junction, CO · 747 clientsWealth manager
    Schwab 100%
    $528M
  22. 7631
    One BOW River Advisers, LLC.Colorado Springs, CO · 1 clientsPrivate fund adviserHybrid
    No custodian reported
    $526M
  23. 7641
    Denver PWM, LLCDenver, CO · 221 clientsWealth manager
    Schwab 100%
    $524M
  24. 7725
    Wakefield Wealth Management, LllpEnglewood, CO · 157 clientsWealth manager
    Schwab 77%Fidelity 23%
    $513M
  25. 7823
    Family Financial Solutions Group, LLCDurango, CO · 20 clientsWealth manager
    No custodian reported
    $501M
  26. 7926
    Acorn Creek Capital LLCFort Collins, CO · 322 clientsWealth manager
    Fidelity 100%
    $489M
  27. 8028
    Emerald Hill Capital Partners Holdings LLCLakewood, CO · 2 clientsPrivate fund adviser
    No custodian reported
    $476M
  28. 8030
    G&s Capital LLCDenver, CO · 421 clientsWealth manager
    Schwab 100%
    $476M
  29. 8048
    Towle & CoDenver, CO · 32 clientsAsset manager
    Pershing 100%
    $474M
  30. 8197
    Global Wealth Strategies and Associates, LLCDenver, CO · 925 clientsWealth manager
    Schwab 100%
    $457M
  31. 8227
    Wakefield Asset Management, LllpEnglewood, CO · 201 clientsWealth managerWrap sponsor
    Schwab 81%
    $454M
  32. 8250
    Primark Advisors, LLCDenver, CO · 1 clientsAsset managerHybrid
    No custodian reported
    $451M
  33. 8274
    Avant Management LLCDenver, CO · 7 clientsPrivate fund adviser
    No custodian reported
    $449M
  34. 8289
    Petra Financial Advisors IncColorado Springs, CO · 378 clientsWealth manager
    Schwab 57%Fidelity 22%
    $447M
  35. 8320
    Noble Wealth Management P.B.C.Greenwood Village, CO · 201 clientsWealth manager
    Schwab 100%
    $444M
  36. 8492
    Shearwater CapitalDenver, CO · 180 clientsWealth manager
    Schwab 100%
    $427M
  37. 8504
    Boulder Asset ManagementEnglewood, CO · 66 clientsWealth manager
    No custodian reported
    $426M
  38. 8566
    Cascade Investment Group, Inc.Colorado Springs, CO · 623 clientsBroker-dealer firmHybrid
    RBC 100%
    $420M
  39. 8603
    Jupiter Wealth Management, LLCGlendale, CO · 92 clientsWealth managerWrap sponsor
    Schwab 100%
    $417M
  40. 8703
    Maxq Asset Management LLCGreenwood Village, CO · 1 clientsAsset managerHybrid
    Principal Custody Solutions 100%
    $408M

RIAs by state