This week, we're highlighting top performers in Colorado
RIA Pulse Local Standouts: Colorado
Each week we give props to high-performing RIA firms of all different sizes in a particular state, selecting a handful of standout firms that perform well across a number of industry benchmarks.
This week, we're highlighting top performers in Colorado:
All percentiles listed below are relative to firms within the given AUM Band and State. Complete industry benchmarks across all peer groups and locations can be found at riapulse.com.
Under $250M AUM
1. BRUCE G. ALLEN INVESTMENTS, LLC (DENVER, CO) Standout metrics: AUM Per Employee (93th percentile), Accounts Per Client (93th percentile), Accounts Per Employee (90th percentile)
2. JHP WEALTH MANAGEMENT, LLC (CENTENNIAL, CO) Standout metrics: AUM Per Advisor (100th percentile), AUM Per Employee (100th percentile), Client To Advisor Ratio (84th percentile)
3. VENTANA PRIVATE WEALTH LLC (DENVER, CO) Standout metrics: AUM Per Employee (99th percentile), AUM Per Advisor (97th percentile), Average AUM Per Client (96th percentile)
4. OAK STREET INVESTMENTS (GREENWOOD VILLAGE, CO) Standout metrics: AUM Per Employee (94th percentile), AUM Per Advisor (88th percentile), AUM Per Account (86th percentile)
5. IMPACTFOLIO LLC (DENVER, CO) Standout metrics: Accounts Per Client (97th percentile), AUM Per Employee (87th percentile), Average AUM Per Client (83th percentile)
6. DOWNING STREET WEALTH MANAGEMENT LLC (GREENWOOD VILLAGE, CO) Standout metrics: Accounts Per Employee (98th percentile), Accounts Per Client (90th percentile), AUM Per Employee (89th percentile)
7. ESSENTIAL INVESTMENT PARTNERS, LLC (ENGLEWOOD, CO) Standout metrics: Average AUM Per Client (90th percentile), AUM Per Account (87th percentile), Accounts Per Client (83th percentile)
8. LOYD FINANCIAL MANAGEMENT INC. (CENTENNIAL, CO) Standout metrics: Client To Advisor Ratio (95th percentile), Accounts Per Employee (91th percentile), AUM Per Advisor (89th percentile)
9. SANCTUARY ADVISORS (DENVER, CO) Standout metrics: Average AUM Per Client (98th percentile), AUM Per Account (97th percentile), AUM Per Employee (96th percentile)
10. STONE CREEK GROUP, LLC (ENGLEWOOD, CO) Standout metrics: AUM Per Advisor (99th percentile), Average AUM Per Client (84th percentile), AUM Per Account (81th percentile)
$250M to $500M AUM
1. HELM INVESTMENT MANAGEMENT, LLC (DENVER, CO) Standout metrics: Accounts Per Client (98th percentile), AUM Per Employee (91th percentile), AUM Per Advisor (91th percentile)
2. OWL CREEK WEALTH PARTNERS (DENVER, CO) Standout metrics: AUM Per Advisor (100th percentile), AUM Per Employee (100th percentile), Average AUM Per Client (94th percentile)
3. INTEGRITY WEALTH SOLUTIONS LLC (DENVER, CO) Standout metrics: AUM Per Employee (96th percentile), Accounts Per Client (93th percentile), AUM Per Advisor (80th percentile)
4. BOULDER WEALTH ADVISORS, LLC (BOULDER, CO) Standout metrics: AUM Per Employee (83th percentile), AUM Per Advisor (82th percentile), Client To Advisor Ratio (80th percentile)
5. JUPITER WEALTH MANAGEMENT, LLC (GLENDALE, CO) Standout metrics: AUM Per Advisor (96th percentile), Average AUM Per Client (91th percentile), AUM Per Account (89th percentile)
6. CHERRY CREEK INVESTMENT ADVISORS INC (ENGLEWOOD, CO) Standout metrics: Client To Advisor Ratio (100th percentile), Accounts Per Employee (93th percentile), AUM Per Advisor (89th percentile)
7. WAKEFIELD WEALTH MANAGEMENT, LLLP (ENGLEWOOD, CO) Standout metrics: Accounts Per Client (95th percentile), AUM Per Advisor (93th percentile), Average AUM Per Client (87th percentile)
8. THEORY FINANCIAL (FORT COLLINS, CO) Standout metrics: Accounts Per Employee (90th percentile), AUM Per Employee (80th percentile)
9. COORDINATED FINANCIAL SERVICES, INC. (DENVER, CO) Standout metrics: Client To Advisor Ratio (89th percentile), Accounts Per Employee (76th percentile), AUM Per Employee (76th percentile)
10. KEYSTONE GLOBAL PARTNERS LLC (DENVER, CO) Standout metrics: Average AUM Per Client (98th percentile), AUM Per Advisor (98th percentile), AUM Per Account (94th percentile)
$500M to $1B AUM
1. MORGANROSEL WEALTH MANAGEMENT, LLC (HIGHLANDS RANCH, CO) Standout metrics: Client To Advisor Ratio (97th percentile), AUM Per Advisor (90th percentile), AUM Per Employee (85th percentile)
2. BRUNI J V & CO (COLORADO SPRINGS, CO) Standout metrics: AUM Per Employee (100th percentile), AUM Per Advisor (93th percentile), Client To Advisor Ratio (90th percentile)
3. BASON ASSET MANAGEMENT (LAKEWOOD, CO) Standout metrics: Accounts Per Client (100th percentile), AUM Per Advisor (98th percentile), Average AUM Per Client (93th percentile)
4. SCHAEFER FINANCIAL MANAGEMENT, INC. (CENTENNIAL, CO) Standout metrics: AUM Per Employee (90th percentile), Accounts Per Client (90th percentile), Accounts Per Employee (87th percentile)
5. JPL WEALTH MANAGEMENT, LLC (GREENWOOD VILLAGE, CO) Standout metrics: AUM Per Employee (88th percentile), Accounts Per Client (85th percentile), Accounts Per Employee (79th percentile)
6. MATTERN CAPITAL MANAGEMENT, LLC (LAKEWOOD, CO) Standout metrics: AUM Per Employee (98th percentile), AUM Per Advisor (83th percentile), Average AUM Per Client (76th percentile)
7. SPRINKLE FINANCIAL CONSULTANTS LLC (LITTLETON, CO) Standout metrics: Accounts Per Client (92th percentile), Average AUM Per Client (90th percentile), AUM Per Advisor (88th percentile)
8. SEMPER AUGUSTUS INVESTMENTS GROUP LLC (HIGHLANDS RANCH, CO) Standout metrics: AUM Per Advisor (95th percentile), Client To Advisor Ratio (87th percentile), Average AUM Per Client (83th percentile)
9. TILLMAN HARTLEY LLC (DENVER, CO) Standout metrics: Average AUM Per Client (98th percentile), AUM Per Employee (95th percentile), AUM Per Account (93th percentile)
10. INVESTMENT MANAGEMENT ASSOCIATES (GREENWOOD VILLAGE, CO) Standout metrics: AUM Per Employee (83th percentile), AUM Per Account (78th percentile), AUM Per Advisor (76th percentile)
$1B to $5B AUM
1. PARAGON CAPITAL MANAGEMENT (DENVER, CO) Standout metrics: Accounts Per Client (96th percentile), AUM Per Advisor (96th percentile), Accounts Per Employee (93th percentile)
2. CAPITAL INVESTMENT COUNSEL, LLC (DENVER, CO) Standout metrics: Client To Advisor Ratio (89th percentile), AUM Per Employee (88th percentile), AUM Per Advisor (88th percentile)
3. CLASS VI FAMILY OFFICE, LLC (DENVER, CO) Standout metrics: AUM Per Employee (92th percentile), Accounts Per Client (92th percentile)
4. CORUNDUM GROUP, INC. (COLORADO SPRINGS, CO) Standout metrics: AUM Per Employee (81th percentile), Accounts Per Client (80th percentile), AUM Per Account (79th percentile)
5. GHP INVESTMENT ADVISORS INC (DENVER, CO) Standout metrics: Accounts Per Employee (96th percentile), Accounts Per Client (88th percentile)
6. MICHAUD CAPITAL MANAGEMENT LLC (DENVER, CO) Standout metrics: Average AUM Per Client (97th percentile), AUM Per Account (93th percentile), AUM Per Employee (85th percentile)
7. SCHOOLCRAFT CAPITAL LLC (DENVER, CO) Standout metrics: AUM Per Employee (96th percentile), AUM Per Advisor (83th percentile), AUM Per Account (83th percentile)
Want to see how your firm stacks up? RIA Pulse provides comprehensive peer benchmarking and analytics for RIA firms across all AUM bands and geographic regions.
