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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

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. 15132
    Peak Financial Management, Inc.Broomfield, CO · 156 clientsWealth manager
    Fidelity Distributors Company 100%
    $109M
  2. 15184
    AQILone Tree, COAsset manager
    Schwab 100%
    $108M
  3. 15207
    RS Asset Management, LLCColorado Springs, CO · 251 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $107M
  4. 15214
    Jackson Wealth Management, LLCCastle Rock, CO · 126 clientsWealth manager
    Schwab 100%
    $107M
  5. 15233
    Meketa Capital, LLCDenver, CO · 1 clientsAsset managerHybrid
    No custodian reported
    $107M
  6. 15268
    Innovative Financial, LLCLakewood, CO · 115 clientsWealth manager
    Fidelity 100%
    $105M
  7. 15311
    Mathies Financial PartnersPueblo, CO · 324 clientsWealth manager
    Axos 100%
    $104M
  8. 15317
    325 Fillmore LLCDenver, CO · 4 clientsPrivate fund adviser
    No custodian reported
    $104M
  9. 15330
    Gssg Solar, LLCDenver, CO · 4 clientsPrivate fund adviser
    No custodian reported
    $103M
  10. 15335
    Navigation Wealth ManagementFort Collins, CO · 962 clientsWealth manager
    Schwab 80%
    $103M
  11. 15362
    Blue Heron CapitalEnglewood, CO · 205 clientsWealth manager
    Schwab 100%
    $102M
  12. 15406
    CDP Financial Group, LLCLittleton, CO · 110 clientsWealth managerHybrid
    Schwab 100%
    $100M
  13. 15413
    Financial Action, Inc.Monument, CO · 479 clientsWealth manager
    Schwab 100%
    $100M
  14. 15440
    Synergy CapitalFort Collins, CO · 74 clientsWealth manager
    Fidelity 100%
    $99M
  15. 15445
    Blue Sky Asset Management, LLCEnglewood, CO · 1 clientsAsset manager
    No custodian reported
    $99M
  16. 15450
    Swan Wealth Advisors, LLCDurango, CO · 47 clientsAsset manager
    Pershing 100%
    $98M
  17. 15470
    Israel Investment Advisors, LLCDenver, CO · 5 clientsPrivate fund adviser
    Schwab 100%
    $96M
  18. 15505
    LEH II Management LLCEnglewood, CO · 1 clientsPrivate fund adviser
    No custodian reported
    $93M
  19. 15531
    Integrity Prosperity Security (IPS) Strategic CapitalDenver, CO · 195 clientsWealth manager
    Schwab 100%
    $91M
  20. 15617
    Kelly IntelligenceDenver, CO · 8 clientsAsset manager
    No custodian reported
    $82M
  21. 15656
    Investment Research CorpDenver, CO · 166 clientsWealth managerHybridWorld Capital Brokerage, Inc.
    No custodian reported
    $76M
  22. 15698
    World Capital Advisors, LLCDenver, CO · 49 clientsWealth manager
    No custodian reported
    $72M
  23. 15925
    Best Life Infinity, LLCColorado Springs, CO · 110 clientsWealth manager
    Interactive Brokers 100%
    $48M
  24. 16090
    Ripl WealthFort Collins, CO · 37 clientsWealth manager
    No custodian reported
    $32M
  25. 16102
    Tifin GiveBoulder, COAsset manager
    Schwab 100%
    $31M
  26. 16168
    BZ Wealth Advisors, LLCLittleton, CO · 34 clientsWealth manager
    Schwab 100%
    $26M
  27. 16186
    GBG Wealth Management LLCLone Tree, CO · 31 clientsWealth manager
    Fidelity 100%
    $24M
  28. 16242
    Sweater Industries LLCBoulder, CO · 2 clientsAsset manager
    No custodian reported
    $16M
  29. 16251
    Class VI Ventures, LLCDenver, CO · 1 clientsPrivate fund adviserHybridClass VI Securities, LLC
    No custodian reported
    $15M
  30. 16413
    MagnifiBoulder, CO · 7,648 clientsWealth manager
    Apex Fintech 100%
    $2M
  31. 16501
    Champion Capital LLCGreenwood, CO · 1 clientsAsset manager
    No custodian reported
    $100K
  32. 16507
    Savvly AdvisorBoulder, CO · 2 clientsPrivate fund adviser
    No custodian reported
    $75K
  33. 16573
    Innovest Portfolio Solutions LLCDenver, CO · 467 clientsAsset manager
    No custodian reported
    $0
  34. 16576
    Monticello Associates, LLCDenver, CO · 426 clientsAsset manager
    No custodian reported
    $0
  35. 16727
    Scire Fund III GP, LLCDenver, CO · 1 clientsAsset manager
    No custodian reported
    $0
  36. 16801
    ASK DollyDenver, CO · 877 clientsAsset manager
    No custodian reported
    $0
  37. 16876
    Gallatin River Capital LLCLittleton, COAsset manager
    No custodian reported
    $0
  38. 17041
    5280 AssociatesDenver, COAsset manager
    No custodian reported
    $0
  39. 17055
    Everoak Wealth CoColorado Springs, COAsset manager
    No custodian reported
    $0

RIAs by state