| Towle & Co | Denver | $473.7M | 2 |
| Global Wealth Strategies and Associates, LLC | Denver | $457M | — |
| Wakefield Asset Management, LLLP | Englewood | $454M | — |
| Primark Advisors, LLC | Denver | $451.5M | — |
| Avant Management LLC | Denver | $449M | 3 |
| Petra Financial Advisors Inc | Colorado Springs | $447.2M | — |
| Noble Wealth Management P.b.c. | Greenwood Village | $444.1M | — |
| Shearwater Capital, LLC | Denver | $427.3M | — |
| Cascade Investment Group, Inc. | Colorado Springs | $419.9M | — |
| Jupiter Wealth Management, LLC | Glendale | $416.8M | — |
| Maxq Asset Management LLC | Greenwood Village | $407.7M | — |
| Causey Wealth LLC | Greenwood Village | $393.2M | — |
| Prudent Man Investment Management Inc | Lousiville | $390.2M | — |
| Lasalle Debt Investors | Denver | $384.7M | — |
| Rallyday Partners, LLC | Denver | $384.1M | 6 |
| Destiny Capital Corporation | Denver | $382.2M | — |
| Resolute Capital Asset Partners LLC | Denver | $380.9M | 5 |
| Keystone Financial Services | Loveland | $379.2M | — |
| Helm Investment Management, LLC | Denver | $370.8M | — |
| Cosner Financial Group, LLC | Windsor | $369.8M | — |
| M.z. Kark & Associates, Inc | Denver | $369.6M | — |
| Integrity Wealth Solutions LLC | Denver | $369M | — |
| Collegiate Peaks Asset Management, LLC | Denver | $365.1M | 1 |
| Trail Ridge Investment Advisors, LLC | Fort Collins | $352.9M | — |
| Cherry Creek Investment Advisors Inc | Englewood | $351.9M | — |
| Panoramic Investment Advisors, LLC | Glendale | $350.6M | — |
| Jackson Creek Investment Advisors LLC | Castle Rock | $349M | — |
| Gainline Financial Partners, LLC | Louisville | $348.6M | — |
| Boulder Wealth Advisors, LLC | Boulder | $337.9M | — |
| Cimarron Wealth Management, Inc. | Montrose | $327.3M | — |
| Whipplewood Advisors, LLC | Littleton | $324.5M | — |
| Cresalta Investment Management, Inc. | Greenwood Village | $323.4M | — |
| M4a3 LLC | Boulder | $322M | 5 |
| Theory Financial LLC | Fort Collins | $319.2M | — |
| Lincoln Energy Holdings LLC | Englewood | $315.3M | — |
| Aspen Wealth Strategies, LLC | Arvada | $312.2M | — |
| Synergy Financial Partners, LLC | Denver | $308.7M | — |
| Varra Wealth Management LLC | Louisville | $305.6M | — |
| Broadview Wealth Partners, LLC | Boulder | $304.7M | — |
| Mica Creek Capital LLC | Steamboat Springs | $300.5M | 1 |
| Roubaix Capital, LLC | Denver | $298.9M | 2 |
| Marshall Investment Management, LLC | Greenwood Village | $298M | — |
| Alpha Capital Family Office, LLC | Greenwood Village | $295.9M | — |
| Kilterhowling LLC | Boulder | $292.9M | — |
| Ec Ventures V LLC | Colorado Springs | $292.2M | — |
| Impactfolio LLC | Denver | $288.9M | — |
| J.f. Williams Co., Inc. | Denver | $286.5M | — |
| Jim Saulnier & Associates, LLC | Fort Collins | $286.4M | — |
| Lotusgroup Advisors, LLC | Denver | $286M | — |
| Bespoke Advisory LLC | Evergreen | $284M | — |