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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. 068
    Janus Henderson InvestorsDenver, CO · 7,475 clientsAsset managerHybridJanus Henderson Distributors US LLC, Janus Henderson Services US LLC
    J.P. Morgan 100%
    $380B
  2. 135
    Empower Advisory Group, LLCGreenwood Village, CO · 297,074 clientsWealth managerHybridEmpower Financial Services, Inc.
    Empower 67%Pershing 24%
    $195B
  3. 256
    Ptma Investment AdvisorsDenver, CO · 82 clientsPrivate fund adviserHybridPMA Securities, LLC
    U.S. Bank 55%UMB Bank 24%
    $104B
  4. 299
    Mercer Global Advisors Inc.Denver, CO · 36,172 clientsWealth managerHybridHeim, Young & Associates, Inc.
    Schwab 73%Fidelity 27%
    $84B
  5. 324
    Empower Capital Management, LLCGreenwood Village, CO · 162 clientsAsset managerHybridEmpower Financial Services, Inc.
    BNY 51%
    $78B
  6. 365
    Transamerica Asset Management, Inc.Denver, CO · 119 clientsAsset managerHybridTransamerica Capital, LLC, Transamerica Financial Advisors, LLC
    No custodian reported
    $66B
  7. 532
    Alps Advisors, Inc.Denver, CO · 22 clientsAsset managerHybridAlps Distributors, Inc., Alps Portfolio Solutions Distributor, Inc.
    No custodian reported
    $39B
  8. 731
    KSL Capital PartnersDenver, CO · 60 clientsPrivate fund adviser
    No custodian reported
    $26B
  9. 844
    Arrowmark Colorado Holdings, LLCDenver, CO · 138 clientsPrivate fund adviserHybrid
    Pershing 100%
    $21B
  10. 1051
    Fiduciary Consulting GroupGreenwood Village, CO · 70 clientsAsset managerAffiliated broker-dealerMorgan Stanley Smith Barney LLC
    No custodian reported
    $15B
  11. 1143
    Smith Capital Investors, LLCDenver, CO · 6 clientsAsset managerHybrid
    No custodian reported
    $13B
  12. 1447
    Geneos Wealth Management, Inc.Englewood, CO · 21,668 clientsBroker-dealer firmHybrid
    Pershing 88%
    $9.2B
  13. 1473
    Northwood Investors LLCDenver, CO · 33 clientsPrivate fund adviser
    No custodian reported
    $9.0B
  14. 1531
    Elevation Point Wealth Partners, LLCDenver, CO · 4,936 clientsWealth managerHybrid
    Fidelity 39%
    $8.3B
  15. 1750
    Revelstoke Capital PartnersDenver, CO · 27 clientsPrivate fund adviser
    No custodian reported
    $6.7B
  16. 1754
    Aspen Grove Capital, LLCAvon, CO · 42 clientsWealth manager
    Morgan Stanley 79%
    $6.7B
  17. 1773
    Shelton Capital ManagementDenver, CO · 1,500 clientsAsset managerHybridRFS Partners
    Raymond James 43%Schwab 42%
    $6.5B
  18. 1836
    Vision Ridge Partners, LLCBoulder, CO · 9 clientsPrivate fund adviser
    No custodian reported
    $6.1B
  19. 1878
    1888 Investments, LLCDenver, CO · 34 clientsPrivate fund adviser
    No custodian reported
    $5.9B
  20. 2004
    Western Wealth Management LLCGolden, CO · 11,253 clientsWealth managerHybrid
    LPL Financial 87%
    $5.4B
  21. 2045
    Bear Creek Asset Management, LLCDenver, CO · 189 clientsAsset managerHybridBear Creek Securities LLC
    Pershing 100%
    $5.2B
  22. 2150
    Rubicon Technology Management L.L.C.Boulder, CO · 15 clientsPrivate fund adviser
    No custodian reported
    $4.8B
  23. 2245
    JFG Family OfficeDenver, CO · 164 clientsWealth manager
    Schwab 100%
    $4.5B
  24. 2328
    Marsico Capital Management, LLCDenver, CO · 29 clientsAsset managerHybrid
    J.P. Morgan 75%
    $4.3B
  25. 2350
    BOW River CapitalDenver, CO · 53 clientsPrivate fund adviserHybrid
    No custodian reported
    $4.2B
  26. 2374
    Harrison Street Private Wealth LLCDenver, CO · 7 clientsAsset managerHybrid
    No custodian reported
    $4.1B
  27. 2401
    NZS Capital LLCDenver, CO · 6 clientsPrivate fund adviser
    Citi 76%BNY 24%
    $4.1B
  28. 2445
    IMA Advisory Services, Inc.Denver, CO · 579 clientsAsset manager
    Pershing 74%Schwab 26%
    $3.9B
  29. 2517
    BOK Financial Private Wealth, Inc.Denver, CO · 818 clientsWealth managerBank-affiliatedHybridBOK Financial Securities, Inc., Cavanal Hill Distributors, Inc,
    Schwab 82%
    $3.7B
  30. 2588
    Deer Park Road Management Company, LPSteamboat Springs, CO · 13 clientsPrivate fund adviser
    No custodian reported
    $3.5B
  31. 2595
    Foundry Group, LLCBoulder, CO · 15 clientsPrivate fund adviser
    No custodian reported
    $3.5B
  32. 2766
    Sourcerock Group LLCDenver, CO · 9 clientsPrivate fund adviser
    No custodian reported
    $3.1B
  33. 2788
    GHP Investment Advisors IncDenver, CO · 1,234 clientsWealth manager
    Schwab 100%
    $3.1B
  34. 2807
    Obermeyer Wealth PartnersAspen, CO · 1,157 clientsWealth manager
    Schwab 89%
    $3.0B
  35. 2873
    Cambiar Investors, LLCDenver, CO · 5,622 clientsWealth managerHybrid
    Morgan Stanley 79%
    $2.9B
  36. 3016
    Walker & Dunlop Investment Partners, Inc.Denver, CO · 32 clientsPrivate fund adviserHybridZelman Partners, LLC
    J.P. Morgan 51%
    $2.7B
  37. 3048
    Paralel Advisors LLCDenver, CO · 3 clientsAsset managerHybridParalel Distributors LLC
    No custodian reported
    $2.7B
  38. 3221
    Michaud Capital Management LLCDenver, CO · 32 clientsAsset manager
    Fidelity 45%J.P. Morgan 32%Schwab 24%
    $2.4B
  39. 3278
    Swan Global Investments, LLCDurango, CO · 1,231 clientsAsset managerHybrid
    Schwab 69%Pershing 31%
    $2.4B
  40. 3307
    Spruceview Capital Partners LLCDenver, CO · 28 clientsPrivate fund adviser
    CIBC Mellon Trust 100%
    $2.3B

RIAs by state