SEC-registered investment advisers in Aspen
3 SEC-registered investment advisers are headquartered in Aspen, CO, with $5.32B in combined regulatory assets under management. 2 are financial advisor firms; the rest are broker-dealers, other kinds of wealth firm, or fund and institutional managers.
- 3
- Investment advisers
- $5.32B
- Combined regulatory AUM
- 2
- Financial advisor firms
All 3 advisers
By regulatory assets under management.
| Firm | Type | Regulatory AUM |
|---|---|---|
| Obermeyer Wood Investment Counsel, LLLP | RIA | $3.03B |
| PCM Encore | RIA | $2.05B |
| Gatemore Capital Management | Private funds | $239M |
Aspen at a glance
Advisers headquartered here, by type
3
advisers
- Financial advisor firms (RIAs)$5.08B regulatory AUM2 (67%)
- Private fund managers$239M regulatory AUM1 (33%)
Other cities in Colorado
- Denver135
- Greenwood Village37
- Colorado Springs24
- Boulder23
- Englewood14
- Centennial11
- Fort Collins8
- Lakewood8
- Littleton8
- Highlands Ranch6
- Broomfield5
- Durango5