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IN RIA moves: Kintra Wealth adds $355M Great Scott Financial practice4K Retirement Confidence Surges Despite Financial Pressures: MFSWM Private Credit Group Says Market Fears Are Divorced From RealityWSR The Most Important Year-End Review Is Your OwnWSR AmeriFlex Recruits 17 Advisors Representing Over $1.4 Billion In Client AssetsWSR Cerulli: Many Investors Still Struggle To Understand Advisors’ FeesWSR Dear Ryan: Transformed On Paper, Uncertain In PracticeWM As AI Expands, the Standard for Human Advice Must RiseIN Meta deal shields Zuckerberg from California wealth tax billRB 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 Anthropic
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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Firms we coverAtlas 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

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  1. 10450
    Vital Investment Management LLCLoveland, CO · 399 clientsWealth manager
    Schwab 100%
    $284M
  2. 10481
    Bear Creek Fund Advisors LLCDenver, CO · 3 clientsPrivate fund adviserHybridBear Creek Securities LLC
    No custodian reported
    $283M
  3. 10537
    Higgins & Schmidt Wealth Strategies LLCDenver, CO · 239 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $279M
  4. 10668
    Ryan InvestmentsBasalt, CO · 143 clientsWealth manager
    No custodian reported
    $272M
  5. 10687
    Parsonex Advisory Services, Inc.Englewood, CO · 331 clientsBroker-dealer firmHybridParsonex Capital Markets, LLC, Parsonex Securities, Inc.
    No custodian reported
    $271M
  6. 10728
    Peak Financial AdvisorsDenver, CO · 122 clientsWealth manager
    Schwab 100%
    $269M
  7. 10788
    Evergreen Private WealthGreenwood Village, CO · 170 clientsWealth managerWrap sponsor
    Fidelity 99%
    $265M
  8. 10870
    The Wealth Conservancy, Inc.Boulder, CO · 47 clientsWealth manager
    Schwab 100%
    $260M
  9. 10916
    Bruce G. Allen Investments, LLCDenver, CO · 132 clientsWealth managerHybrid
    Schwab 100%
    $258M
  10. 11007
    Green Alpha InvestmentsNiwot, CO · 164 clientsWealth manager
    Northern Trust 39%
    $254M
  11. 11008
    Shenandoah Energy Management, LLCHighlands Ranch, CO · 3 clientsPrivate fund adviser
    No custodian reported
    $254M
  12. 11033
    Unless Management LPBoulder, CO · 4 clientsPrivate fund adviser
    No custodian reported
    $253M
  13. 11082
    Stone Creek Group, LLCEnglewood, CO · 92 clientsWealth manager
    Schwab 100%
    $251M
  14. 11183
    Toro West Capital AdvisorsLouisville, CO · 21 clientsWealth manager
    Schwab 100%
    $246M
  15. 11306
    GatemoreAspen, CO · 14 clientsPrivate fund adviser
    No custodian reported
    $239M
  16. 11364
    Capital Financial Group, Inc.Littleton, CO · 238 clientsWealth manager
    LPL Financial 100%
    $237M
  17. 11370
    Elderado Financial, IncMontrose, CO · 413 clientsWealth manager
    Schwab 100%
    $237M
  18. 11420
    Peak Investment Advisors, Inc.Colorado Springs, CO · 40 clientsWealth manager
    Schwab 100%
    $235M
  19. 11430
    Bonfire Financial, LLCColorado Springs, CO · 278 clientsWealth manager
    Schwab 100%
    $234M
  20. 11498
    BXM Wealth LLCEnglewood, CO · 61 clientsWealth manager
    Fidelity 97%
    $231M
  21. 11515
    7twoDenver, CO · 57 clientsWealth managerHybrid
    Schwab 100%
    $230M
  22. 11597
    Gilpin Wealth Management LLCGolden, CO · 191 clientsWealth manager
    Schwab 98%
    $227M
  23. 11635
    Red Mountain Financial PartnersDurango, CO · 314 clientsWealth managerHybrid
    LPL Financial 100%
    $226M
  24. 11665
    Arrowmark Asset Management, LLCDenver, CO · 1 clientsAsset manager
    No custodian reported
    $224M
  25. 11670
    McAlvany Wealth Management, LLCDurango, CO · 664 clientsWealth manager
    Schwab 100%
    $224M
  26. 11673
    Thornburg BOW River Advisers, LLC.Denver, CO · 4 clientsPrivate fund adviserHybridThornburg Investment Management (asia), LTD., Thornburg Securities LLC
    No custodian reported
    $224M
  27. 11680
    JHP Wealth Management, LLCCentennial, CO · 124 clientsWealth manager
    Schwab 100%
    $224M
  28. 11692
    Essential Investment Partners, LLCEnglewood, CO · 79 clientsWealth manager
    No custodian reported
    $223M
  29. 11695
    Three Peaks Capital Management, LLCCastle Rock, CO · 72 clientsWealth manager
    BOK Financial 73%
    $223M
  30. 11813
    Highpass Asset Management LLCDenver, CO · 95 clientsWealth manager
    Fidelity 100%
    $218M
  31. 11832
    Callahan Capital ManagementSteamboat Springs, CO · 389 clientsWealth manager
    Schwab 100%
    $217M
  32. 11853
    FFG Retirement CounselingCentennial, CO · 156 clientsWealth managerWrap sponsor
    Schwab 100%
    $216M
  33. 11878
    Consilium, LLCBoulder, CO · 24 clientsAsset manager
    Schwab 87%
    $215M
  34. 11926
    Cedarwood WealthHighlands Ranch, CO · 115 clientsWealth manager
    Fidelity 100%
    $213M
  35. 11952
    Altius Financial, Inc.Denver, CO · 153 clientsWealth manager
    Schwab 100%
    $212M
  36. 11994
    Fidelis Wealth AdvisorsCastle Rock, CO · 210 clientsWealth managerHybrid
    Fidelity 96%
    $210M
  37. 12035
    Capital Asset Management, LLCDenver, CO · 162 clientsWealth managerHybrid
    Fidelity 88%
    $209M
  38. 12097
    Bauer Wealth Management Inc.Colorado Springs, CO · 162 clientsWealth manager
    Fidelity 100%
    $206M
  39. 12101
    Mercer Advisors Private Asset Management, Inc.Denver, CO · 7 clientsPrivate fund adviserAffiliated broker-dealerHeim, Young & Associates, Inc.
    No custodian reported
    $206M
  40. 12127
    The William Allan CorporationFort Collins, CO · 239 clientsWealth manager
    Schwab 100%
    $204M

RIAs by state