| Jackson Wealth Management, LLC | Castle Rock | $107M | — |
| Peak Financial Management, Inc. | Broomfield | $106M | — |
| Innovative Financial, LLC | Lakewood | $105.3M | — |
| Alpine Wealth Advisors, LLC | Denver | $105.1M | — |
| Bespoke Advisory LLC | Evergreen | $105M | — |
| Lord and Richards Wealth Management, LLC | Highlands Ranch | $104.5M | — |
| Rigden Enterprises | Denver | $104.1M | — |
| Branzan Investment Advisors, Inc. | Littleton | $104M | 4 |
| Growstrong Wealth Strategies, LLC | Fort Collins | $103.3M | — |
| Synergy Capital of Colorado LLC | Fort Collins | $102.2M | — |
| Mutual Fund Protection Service | Denver | $102M | — |
| Infinium Investment Advisors, LLC | Denver | $101.7M | — |
| Horizon Wealth Investment Solutions LLC | Denver | $101.1M | — |
| Cdp Financial Group, LLC | Littleton | $100.5M | — |
| Financial Action, Inc. | Monument | $100.3M | — |
| Swan Wealth Advisors, LLC | Durango | $89.8M | — |
| Senior Tax Advisory Group, Inc | Colorado Springs | $88.5M | — |
| Investment Research Corp | Denver | $63.4M | — |
| World Capital Advisors, LLC | Denver | $62M | — |
| Mercer Advisors Private Asset Management, Inc. | Denver | $59M | 4 |
| Israel Investment Advisors, LLC | Denver | $45.9M | 1 |
| Best Life Infinity, LLC | Colorado Springs | $38.5M | — |
| Meketa Capital, LLC | Denver | $36.1M | — |
| Kelly Strategic Management, LLC | Denver | $35M | — |
| Janus Henderson Investors US LLC | Denver | $27.5M | 12 |
| Sweater Industries LLC | Boulder | $15.3M | 1 |
| Class VI Ventures, LLC | Denver | $8.7M | 1 |
| Tifin Give Inc. | Boulder | $4.7M | — |
| Magnifi LLC | Boulder | $2.2M | — |
| Empower Advisory Group, LLC | Greenwood Village | $1.6M | — |
| Gbg Wealth Management LLC | Lone Tree | — | — |
| Midbridge Advisors LP | Denver | — | — |
| M4a3 LLC | Boulder | — | — |
| Summitpoint Capital Management | Littleton | — | — |
| Ridgegate Advisors, LLC | Englewood | — | — |
| Broadview Wealth Partners, LLC | Boulder | — | — |
| Gallacher Capital LLC | Lone Tree | — | — |
| Applied Quantitative Investments LLC | Lone Tree | — | — |
| Bright Advisors, LLC | Greenwood Village | — | — |
| Cultivate Wealth Partners LLC | Broomfield | — | — |
| Blue Sky Asset Management, LLC | Englewood | — | — |
| Innovest Portfolio Solutions LLC | Denver | — | — |
| Monticello Associates Inc | Denver | — | — |
| Scire Fund III GP, LLC | Denver | — | — |
| Bz Wealth Advisors, LLC | Littleton | — | — |
| Ask Dolly, LLC | Denver | — | — |
| Pulliam Family Office, LLC | Crested Butte | — | — |
| Bhc Wealth Management, LLC | Englewood | — | — |
| Ec Ventures V LLC | Colorado Springs | — | — |
| White Hawk Wealth Management, Inc. | Broomfield | — | — |