| Cdkv Holdings LLC | Denver | $151.8M | — |
| Asset Management Group Investment Corp. | Greenwood Village | $151.2M | 18 |
| Peak Capital Management, LLC | Greenwood Village | $148.5M | — |
| Hoffmann Hermanson LLC | Denver | $148M | — |
| Paller Financial Services, Inc. | Centennial | $146.9M | — |
| Lotusgroup Capital, LLC | Denver | $146.1M | 3 |
| Welch Financial Planning, LLC | Boulder | $145.6M | — |
| Trailwise Financial Partners, LLC | Golden | $144.8M | — |
| Zidel Financial, Inc. | Breckenridge | $144.4M | — |
| Season Investments, LLC | Colorado Springs | $142.6M | 1 |
| Seventwo LLC | Denver | $142.3M | 2 |
| Collier Financial, Inc | Denver | $140.8M | — |
| Intentional Wealth Strategies | Colorado Springs | $139.6M | — |
| Peak Investment Advisors, Inc. | Colorado Springs | $139.6M | — |
| McAlvany Wealth Management, LLC | Durango | $137.1M | — |
| Butler Financial Services, Inc. | Denver | $135.7M | — |
| Credentialed Wealth Advisors, LLC | Johnstown | $135.5M | — |
| Cedarwood Wealth LLC | Highlands Ranch | $135.5M | — |
| Planwiser Financial, LLC | Colorado Springs | $134.1M | — |
| Tnl Asset Management LLC | Boulder | $130.5M | — |
| Ascentris, LLC | Denver | $130.5M | 2 |
| Centerpiece Wealth Advisor L.L.C. | Greenwood Village | $129.8M | — |
| Navigation Wealth Management, Inc. | Fort Collins | $127.7M | — |
| Enclave Digital Wealth, LLC | Denver | $125.7M | — |
| Paramount Associates Wealth Management, LLC | Greenwood Village | $125.1M | — |
| First Source Investment Partners, LLC | Lone Tree | $125.1M | — |
| Authentic Counsel, LLC | Englewood | $122.3M | 1 |
| Fit Asset Management, LLC | Centennial | $122M | — |
| Alder Point Capital Management LLC | Lafayette | $121.3M | 3 |
| Noble Wealth Partners, LLC | Denver | $118.5M | — |
| Peace of Mind Financial, Inc | Colorado Springs | $118.1M | — |
| Summit Hill Wealth Management, LLC | Greenwood Village | $118.1M | — |
| Outbound Financial, Inc. | Boulder | $117.7M | — |
| Wealth Engineers, LLC | Denver | $117.6M | — |
| Loyd Financial Management Inc. | Centennial | $115.4M | — |
| Panorama Wealth Advisors | Greenwood Village | $115.1M | — |
| Agemy Wealth Advisors, LLC | Dever | $113.7M | — |
| Quish & Co. LLC | Boulder | $113.4M | 1 |
| Perspective Wealth Advisors LLC | Loveland | $113.1M | — |
| Oak Street Investment Advisors, LLC | Greenwood Village | $112.9M | 7 |
| Peterson Financial Services LLC | Denver | $112.4M | — |
| Financial Mountain Inc | Boulder | $111.3M | — |
| Apo Financial Services, LLC | Westminster | $111.2M | — |
| Financial Planning Fort Collins, LLC | Fort Collins | $110M | — |
| Seneca Capital Management, LLC | Denver | $109.4M | 1 |
| Hfg Colorado, Inc. | Greenwood Village | $108.8M | — |
| Lincoln Energy Holdings LLC | Englewood | $108.7M | 5 |
| Columbia Benefits, LLC | Denver | $107.7M | — |
| Bxm Wealth LLC | Englewood | $107.6M | — |
| Rs Asset Management, LLC | Colorado Springs | $107.2M | — |