Top 10 financial advisor firms in Colorado

218 SEC-registered financial advisor firms are headquartered in Colorado, with $408B in combined regulatory assets under management. The largest by assets are Empower Advisory Group ($195B), Mercer Global Advisors ($84.4B) and Elevation Point Wealth Partners ($8.29B).

218
Financial advisor firms: $408B
Their combined AUM: $286M
Median firm AUM: 358,472
Clients of the top 10

The 10 largest by assets

1
Empower Advisory Group
RIA
$195B
0.49% to 0.89% a year
2
Mercer Global Advisors
RIA
$84.4B
0.50% to 1.10% a year
3
Elevation Point Wealth Partners
RIA
$8.29B
Regulatory AUM
4
Aspen Grove Capital
RIA
$6.67B
0.60% to 0.90%
5
Western Wealth Management
RIA
$5.36B
Up to 3.00% a year
6
Johnson Financial Group
RIA
$4.53B
0.40% to 0.75% a year
7
BOK Financial Private Wealth
RIA
$3.72B
Up to 1.00% a year
8
GHP Investment Advisors
RIA
$3.06B
0.30% to 1.00% a year
9
Obermeyer Wood Investment Counsel, LLLP
RIA
$3.03B
0.50% to 1.00% a year
10
Cambiar Investors
RIA
$2.92B
0.35% to 1.00% a year

Profiles of the top 10

No. 1 · RIA

Empower Advisory Group

Empower Advisory Group is an investment adviser based in Greenwood Village, CO, registered with the SEC since 2000. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals and state or municipal government entities. Its regulatory assets under management total $195 billion, as filed on 9 July 2026.

Empower Advisory Group charges 0.49%–0.89% a year for its Personal Strategy Advisory Services.

Regulatory AUM: $195B
Clients: 297,074
Advisory staff: 6,138
Fee schedule: 0.49% to 0.89% a year
Custodians: Empower, State Street Bank and Trust, Pershing
Headquarters: 8515 East Orchard RD 4t2, Greenwood Village, CO 80111
Phone: 866-575-4977
Website: empower.com

No. 2 · RIA

Mercer Global Advisors

Mercer Global Advisors is an investment adviser based in Denver, CO, registered with the SEC since 2008. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $84.4 billion, as filed on 17 September 2026.

Mercer Global Advisors charges 0.50%–1.10% a year for its Custom Wealth.

Regulatory AUM: $84.4B
Clients: 36,172
Advisory staff: 632
Founded: 1985
Fee schedule: 0.50% to 1.10% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 1200 17th Street, Suite 2000, Denver, CO 80202
Phone: 888-885-8101
Website: merceradvisors.com

No. 3 · RIA

Elevation Point Wealth Partners

Elevation Point Wealth Partners is an investment adviser based in Denver, CO, registered with the SEC since 2006. It provides investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $8.29 billion, as filed on 22 September 2026.

Regulatory AUM: $8.29B
Clients: 4,936
Advisory staff: 54
Custodians: Fidelity, Raymond James, Charles Schwab, Folio Investments, Pershing
Headquarters: 1580 Lincoln Street, Suite 680, Denver, CO 80203
Phone: 303-382-2880
Website: elevationpoint.com

No. 4 · RIA

Aspen Grove Capital

Aspen Grove Capital is an investment adviser based in Avon, CO, registered with the SEC since 2013. It provides financial planning and investment management. Its clients include individuals and pooled investment vehicles. Its regulatory assets under management total $6.67 billion, as filed on 14 September 2026.

Aspen Grove Capital charges 0.60%–0.90% for its Asset Management Services. The brochure does not state whether the rate is annual.

Regulatory AUM: $6.67B
Clients: 42
Advisory staff: 12
Fee schedule: 0.60% to 0.90%
Custodians: Morgan Stanley, J.P. Morgan
Headquarters: 137 Benchmark Road, Suite C103B-2, Avon, CO 81620
Phone: 970-688-4188
Website: aspengrovellc.com

No. 5 · RIA

Western Wealth Management

Western Wealth Management is an investment adviser based in Golden, CO, registered with the SEC since 2016. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $5.36 billion, as filed on 9 June 2026.

Western Wealth Management charges up to 3.00% a year for its Comprehensive Portfolio Management.

Regulatory AUM: $5.36B
Clients: 11,253
Advisory staff: 95
Fee schedule: Up to 3.00% a year
Custodians: LPL Financial, Charles Schwab
Headquarters: 14143 Denver Pkwy.,, Ste 450, Golden, CO 80401
Phone: 303-393-2404
Website: westernwealthmgmt.net

No. 6 · RIA

Johnson Financial Group

Johnson Financial Group is an investment adviser based in Denver, CO, registered with the SEC since 2014. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and pooled investment vehicles. Its regulatory assets under management total $4.53 billion, as filed on 4 May 2026.

Johnson Financial Group charges 0.40%–0.75% a year for its Investment Management.

Regulatory AUM: $4.53B
Clients: 164
Advisory staff: 35
Fee schedule: 0.40% to 0.75% a year
Custodians: Charles Schwab
Headquarters: 1144 Fifteenth Street, Suite 3950, Denver, CO 80202
Phone: 720-475-1195
Website: jfgfamilyoffice.com

No. 7 · RIA

BOK Financial Private Wealth

BOK Financial Private Wealth is an investment adviser based in Denver, CO, registered with the SEC since 1996. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and charitable organizations. Its regulatory assets under management total $3.72 billion, as filed on 30 September 2026.

BOK Financial Private Wealth charges up to 1.00% a year for its Investment management services.

Regulatory AUM: $3.72B
Clients: 818
Advisory staff: 23
Founded: 1996
Fee schedule: Up to 1.00% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 1600 Broadway, 4th Floor, Denver, CO 80202
Phone: 303-539-0100
Website: bokfinancialprivatewealth.com

No. 8 · RIA

GHP Investment Advisors

GHP Investment Advisors is an investment adviser based in Denver, CO, registered with the SEC since 1995. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $3.06 billion, as filed on 24 March 2026.

GHP Investment Advisors charges 0.30%–1.00% a year for its Investment Management Services.

Regulatory AUM: $3.06B
Clients: 1,234
Advisory staff: 22
Founded: 1995
Fee schedule: 0.30% to 1.00% a year
Minimum account: $500,000
Custodians: Charles Schwab
Headquarters: 1290 Broadway, Suite 1100, Denver, CO 80203
Phone: 303-831-5051
Website: ghpia.com

No. 9 · RIA

Obermeyer Wood Investment Counsel, LLLP

Obermeyer Wood Investment Counsel, LLLP is an investment adviser based in Aspen, CO, registered with the SEC since 1997. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $3.03 billion, as filed on 14 September 2026.

Obermeyer Wood Investment Counsel, LLLP charges 0.50%–1.00% a year for its Investment Management Fee.

Regulatory AUM: $3.03B
Clients: 1,157
Advisory staff: 15
Founded: 2014
Fee schedule: 0.50% to 1.00% a year
Minimum account: $2,000,000
Custodians: Charles Schwab, Fidelity
Headquarters: 501 Rio Grande Place, Suite 107, Aspen, CO 81611
Phone: 970-925-8747
Website: obermeyerwealth.com

No. 10 · RIA

Cambiar Investors

Cambiar Investors is an investment adviser based in Denver, CO, registered with the SEC since 2001. It provides investment management. Its clients include individual clients, high-net-worth individuals and investment companies. Its regulatory assets under management total $2.92 billion, as filed on 3 August 2026.

Cambiar Investors charges 0.35%–1.00% a year for its Separate Accounts.

Regulatory AUM: $2.92B
Clients: 5,622
Advisory staff: 8
Fee schedule: 0.35% to 1.00% a year
Minimum account: $5,000,000
Custodians: Morgan Stanley, UBS Financial Services
Headquarters: 200 Columbine Street, Suite 800, Denver, CO 80206
Phone: 888-673-9950
Website: cambiar.com

Questions about financial advisors in Colorado

How many financial advisor firms are headquartered in Colorado?

218 SEC-registered financial advisor firms report their principal office in Colorado, managing $408B in regulatory assets between them. The other 114 advisers headquartered in the state are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Colorado?

Empower Advisory Group, with $195B in regulatory assets under management on its latest Form ADV. The next largest are Mercer Global Advisors ($84.4B) and Elevation Point Wealth Partners ($8.29B).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Colorado?

The median firm manages $286M in regulatory assets. That is the midpoint of the 218 firms headquartered in Colorado.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Colorado charge?

Of the 10 largest firms, 9 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.75% to 3.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Colorado?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the state and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters state.

Source: Niva directory methodology

Colorado has 218 financial advisor firms; see every adviser in the state →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Colorado

Top financial advisor firms by city in Colorado