Colorado is home to a thriving wealth management industry that focuses on safeguarding and growing clients' financial resources. Firms here range from boutique advisory services to larger institutions, catering to high-net-worth individuals and families. They provide crucial services such as investment management, estate planning, tax strategy, and risk management. Interestingly, many companies are shifting towards technology-driven solutions, implementing digital tools alongside traditional financial strategies to enhance client relationships. This evolution occurs against a backdrop of rising demand for customized financial solutions as more people recognize the importance of proactive wealth management in achieving long-term financial goals.


The companies featured in this list vary in size, with employee counts ranging from small teams to networks of over a thousand professionals. Predominantly located in urban hubs like Denver and Greenwood, many of these firms were established in the last few decades. Specializations include everything from personal financial advisory to complex estate planning and investment management. Each company exemplifies a commitment to tailored services, reflecting an understanding of their clients’ unique financial landscapes and aspirations.


Continue reading to explore the top wealth management companies in Colorado.


Top 19 Wealth Management Companies in Colorado


1. Mercer Advisors

  • Website: merceradvisors.com
  • Ownership type: Private Equity
  • Headquarters: Denver, Colorado, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Latest funding: June 2023
  • Founded year: 1985
  • Headcount: 501-1000
  • LinkedIn: mercer-advisors

Mercer Advisors, based in Denver, Colorado, is a financial advisory firm that specializes in wealth management and integrated financial planning services. Established in 1985, the firm has grown to employ over 1,100 professionals, including more than 300 advisors. They offer a comprehensive suite of services designed to simplify clients' financial lives, including investment management, tax planning, estate planning, and insurance solutions. Mercer Advisors operates through a unified team of experts, ensuring that all aspects of a client's financial situation are addressed cohesively. The firm has been recognized for its excellence, being named the #1 advisory firm by Barron’s in 2024, which reflects their commitment to high-quality service and client satisfaction. With a focus on acting in the best interest of their clients as an independent national fiduciary, Mercer Advisors is well-positioned to help individuals and families achieve their financial goals. They manage approximately $64 billion in client assets and have a significant national footprint with over 90 offices across the United States.


2. AMG National Trust

  • Website: amgnational.com
  • Ownership type: Private
  • Headquarters: Greenwood, Colorado, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 1975
  • Headcount: 51-200
  • LinkedIn: amg-national-trust-bank

AMG National Trust, founded in 1975 and based in Greenwood, Colorado, is a financial services firm that specializes in wealth management, investment management, and banking solutions. The company focuses on providing tailored financial strategies to a range of clients, including executives, business owners, high net worth individuals, and institutions. Their services include personal financial management, legacy planning, philanthropy, tax services, trust administration, and executive financial counseling. AMG also offers investment management services, including managed portfolios and alternative investments, and provides retirement plan services and banking solutions for private clients, businesses, and nonprofits. The firm emphasizes a personalized approach, working closely with clients to develop integrated financial solutions that are customized to their specific goals. Their commitment to community engagement and support for nonprofit organizations further illustrates their active role in the industry.


3. Central Bancorp

  • Website: centralbancorp.com
  • Ownership type: Private
  • Headquarters: Colorado Springs, Colorado, United States (USA)
  • Founded year: 2008
  • Headcount: 51-200
  • LinkedIn: central-bancorp

Central Bancorp, known as Corundum Group, is a private wealth management firm based in Colorado Springs, Colorado. Established in 2008, the firm specializes in integrated financial services that include investment management, estate planning, and trust services. With a focus on personalized wealth management, Corundum Group aims to help clients navigate the complexities of their financial situations. The firm oversees approximately $800 million in assets and caters primarily to high-net-worth individuals and families, often those with investable assets exceeding $5 million. Their proprietary WellWorth Process emphasizes building strong client relationships and delivering tailored financial strategies. Corundum Group also operates a dedicated trust company, enhancing their service offerings and allowing for a more comprehensive approach to wealth management.


4. IWP Family Office

  • Website: iwpfo.com
  • Ownership type: Private
  • Headquarters: Denver, Colorado, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 2005
  • Headcount: 11-50
  • LinkedIn: iwp-wealth

IWP Family Office, founded in 2005 and based in Denver, Colorado, is a financial advisory firm dedicated to wealth management and asset preservation for high-net-worth individuals and families. The firm provides a wide range of services, including tax and estate planning, investment management, and daily financial guidance. Their clientele consists of entrepreneurs, technology pioneers, real estate professionals, athletes, and industry leaders, all of whom seek to simplify their financial complexities and secure their legacies. IWP Family Office operates with a single, fixed fee structure, which allows them to offer unbiased wealth stewardship. They emphasize a long-term approach to financial management, focusing on asset preservation and growth while providing personalized strategies that adapt to the evolving needs of their clients. With a combined client net worth exceeding $1.5 billion, IWP Family Office has established itself as a significant player in the wealth management sector, offering unique investment opportunities and institutional-level services.


5. Agility Outsourced Chief Investment Officer

  • Website: agilitycio.com
  • Ownership type: Private
  • Headquarters: Denver, Colorado, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 2007
  • Headcount: 51-200
  • LinkedIn: agilitycio

Agility Outsourced Chief Investment Officer, operating under the name Cerity Partners, is a financial advisory firm based in Denver, Colorado. Founded in 2007, the company provides a range of services that include wealth management, financial planning, investment solutions, and tax planning. They cater primarily to high-net-worth individuals, families, business owners, and nonprofit organizations. Cerity Partners emphasizes a personalized approach, developing tailored strategies to manage and grow clients' financial assets. Their expertise extends to areas such as estate planning, risk management, and cross-border financial planning. The firm has established a reputation for its commitment to transparency and trust in client relationships, making it a relevant player in the wealth management industry.


6. Johnson Financial Group, LLC

  • Website: jfgwealth.net
  • Ownership type: Family Owned
  • Headquarters: Denver, Colorado, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 2002
  • Headcount: 11-50
  • LinkedIn: jfgllc

Johnson Financial Group, LLC, based in Denver, Colorado, is a family-owned wealth management firm that specializes in serving affluent families and ultra-high-net-worth individuals. Founded in 2002, the firm evolved from a private investment company established by the founding family. With over 40 years of experience in managing family wealth, JFG Wealth Management offers a range of services including investment management, financial planning, and private capital management. Their unique approach allows clients to invest alongside the founding family, providing access to exclusive investment opportunities. JFG operates with a strong fiduciary responsibility, ensuring that their clients' interests are always prioritized. The firm also emphasizes community engagement and impact investing, aligning financial strategies with clients' values. This commitment to holistic wealth management and client education positions Johnson Financial Group as a significant player in the wealth management industry.


7. Cetera Advisors LLC

  • Website: ceteraadvisors.com
  • Ownership type: Private
  • Headquarters: Denver, Colorado, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 1981
  • Headcount: 1001-5000
  • LinkedIn: cetera-advisors-llc

Cetera Advisors LLC, part of the Cetera Financial Group, is a financial services firm based in Denver, Colorado. Founded in 1981, the company specializes in providing wealth management and investment advisory solutions tailored for financial professionals and institutions. Cetera offers a comprehensive suite of services, including customized marketing plans, advanced technology platforms, and compliance support, all designed to help their clients enhance business growth and client engagement. With a network of approximately 9,000 financial advisors and over $423 billion in assets under administration, Cetera plays a significant role in the wealth management industry. The firm is dedicated to empowering financial professionals by providing tools and resources that facilitate scalable growth and improved client relationships. Their commitment to advisor satisfaction is reflected in their high ratings and the success stories of their affiliated advisors, who reportedly experience substantial business growth through Cetera's support.


8. Sparks Financial

  • Website: sparks-financial.com
  • Ownership type: Private
  • Headquarters: Denver, Colorado, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 1990
  • Headcount: 11-50
  • LinkedIn: sparks-financial

Sparks Financial, based in Denver, Colorado, is a wealth management firm established in 1990. The company specializes in personalized financial planning, investment management, and insurance strategies tailored for financially successful individuals, families, and businesses. With a focus on helping clients navigate complex financial decisions, Sparks Financial aims to build enduring legacies through its multigenerational planning approach. The firm operates in over 40 states, demonstrating its reach and capability to serve a broad client base. Their team consists of highly credentialed advisors who prioritize the best interests of their clients, integrating various aspects of financial life into their planning processes. Notably, Scott Sparks, the firm's founder, has been recognized as one of the top financial advisors in the country, further solidifying the firm's reputation in the wealth management sector.


9. Obermeyer Wood Investment Counsel, LLLP


Obermeyer Wood Investment Counsel, LLLP is an investment management firm based in Aspen, Colorado, with an additional office in Denver. Founded in 2014, the firm specializes in providing comprehensive financial planning and investment management services. They serve a range of clients, including individuals, families, and nonprofits, helping them navigate complex financial decisions and achieve their financial goals through tailored strategies. The firm operates with a fiduciary standard, ensuring that clients' interests are always prioritized. With a focus on long-term investment management, Obermeyer Wood emphasizes patience and careful planning over short-term speculation. The firm has garnered recognition in various industry rankings, including being named among America’s Top RIA Firms and Best-in-State Wealth Advisors. With a team of experienced professionals, including Chartered Financial Analysts and Certified Financial Planners, Obermeyer Wood is well-equipped to provide sound financial advice and management. They manage approximately $2 billion in assets, reflecting their significant presence in the wealth management sector.


10. Aveo Capital Partners, LLC

  • Website: aveocapital.com
  • Ownership type: Private
  • Headquarters: Englewood, Colorado, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 2011
  • Headcount: 11-50
  • LinkedIn: aveo-capital

Aveo Capital Partners, LLC, founded in 2011 and based in Englewood, Colorado, is a private wealth management firm dedicated to providing integrative financial advisory services to individuals, families, and organizations. The firm specializes in personalized financial planning, risk management, and investment strategies tailored to help clients achieve their financial goals. Aveo Capital operates with a strong emphasis on transparency and building meaningful relationships with clients. Their team-based approach ensures that clients receive comprehensive support, drawing on the expertise of various professionals as needed. Aveo serves a wide range of clients, including individuals, families, non-profit organizations, and businesses across the United States. The firm has positioned itself as a trusted partner in navigating the complexities of wealth management, focusing on delivering peace of mind and financial clarity to its clients.


11. IFAM Capital

  • Website: ifamcapital.com
  • Ownership type: Private
  • Headquarters: Fort Collins, Colorado, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 2014
  • Headcount: 11-50
  • LinkedIn: ifm-capital-advisors

IFAM Capital, based in Fort Collins, Colorado, is an investment advisory firm founded in 2014. The company provides tailored financial services to a variety of clients, including individuals, families, institutions, and business owners. Their offerings include financial planning, asset management, and retirement strategies, all designed to help clients achieve their financial objectives. IFAM Capital prides itself on understanding the unique needs of its clients, leveraging real-world experience to deliver effective solutions. Recently, IFAM Capital became a division of Kovitz Investment Group Partners, LLC, a registered investment adviser with the SEC, which further strengthens its position in the market. The firm emphasizes a risk- and needs-based approach to wealth management, ensuring that strategies are aligned with clients' goals and circumstances.


12. Private Capital Management


Private Capital Management, LLC (PCM) is a financial advisory firm located in Denver, Colorado, with additional offices in Texas. Established in 2000, PCM provides a range of services including financial planning, investment management, estate planning, and tax strategies. The firm caters to individuals, families, small business owners, and institutional clients, focusing on their unique financial goals and challenges. PCM operates under a fiduciary standard, ensuring that they act in the best interests of their clients. Their investment approach is characterized by a disciplined process that combines both active and passive management strategies, aiming to align investment portfolios with clients' financial objectives. PCM is a wholly owned subsidiary of Independent Bank, which adds a layer of stability and resources to their operations. The firm is also committed to community involvement, supporting various organizations and initiatives, reflecting their dedication to social responsibility.


13. LotusGroup Advisors

  • Website: lgadvisors.com
  • Ownership type: Private
  • Headquarters: Denver, Colorado, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 2004
  • Headcount: 11-50
  • LinkedIn: lotus-group-advisors

LotusGroup Advisors is a financial advisory firm located in Denver, Colorado, established in 2004. The firm specializes in wealth management, retirement planning, and business exit strategies, catering primarily to business owners, executives, and retirees. With a team of 15 employees, they have built a reputation for providing personalized financial solutions that help clients achieve their financial goals and secure their legacies. LotusGroup Advisors manages around $400 million in assets and has served over 200 families, indicating their active role in the wealth management industry. Their services include asset management, financial planning, business tax optimization, and risk management, all designed to create customized strategies that align with clients' unique financial situations and aspirations.


14. Investment Trust Company

  • Website: investmenttrust.com
  • Ownership type: Private
  • Headquarters: Denver, Colorado, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 1967
  • Headcount: 11-50
  • LinkedIn: investment-trust-company

Investment Trust Company, based in Denver, Colorado, is a boutique wealth management firm that has been serving clients since 1967. With a focus on personalized financial planning, investment management, and fiduciary services, the company caters primarily to individuals and families in the Rocky Mountain region. They pride themselves on their modern approach to wealth management, combining financial expertise with advanced technology and partnerships with respected investment research firms. As the oldest and largest independent personal trust company in Colorado, Investment Trust Company offers a unique capability to act as both a financial advisor and a trustee, ensuring a comprehensive service for their clients. Their experienced team is dedicated to preserving and growing client wealth, emphasizing the importance of tailored investment strategies and long-term relationships.


15. Cascade Financial Management, Inc.


Cascade Financial Management, Inc., also known as Apollon Wealth Management, is a wealth management firm based in Denver, Colorado. Founded in 1994, the company specializes in providing personalized financial planning, investment advisory, and risk management services to affluent individuals, families, and business owners. Their approach emphasizes understanding each client's unique financial picture, allowing them to craft tailored strategies that align with specific financial goals. The firm operates without allegiance to any particular investment product or insurance company, ensuring that their recommendations are in the best interest of their clients. With a dedicated team of professionals, Cascade Financial Management is committed to delivering high-quality service and fostering long-term relationships with their clients.


16. Peak Asset Management, LLC, Colorado

  • Website: peakam.com
  • Ownership type: Private
  • Headquarters: Louisville, Colorado, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 1994
  • Headcount: 11-50
  • LinkedIn: peak-asset-management-llc-colorado

Peak Asset Management, LLC, based in Louisville, Colorado, is a financial advisory firm that specializes in wealth management and financial planning services. Founded in 1994, the firm has built a reputation for providing personalized solutions tailored to the unique needs of busy professionals, retirees, and business owners. Their services include investment management, retirement planning, tax planning, and legacy wealth planning. Operating on a fee-only model, Peak Asset Management prioritizes the best interests of its clients, ensuring transparency and trust in their advisory relationships. The firm is composed of a team of experienced professionals, including certified financial planners and investment advisors, who work collaboratively to help clients navigate complex financial landscapes. With a commitment to fiduciary duty, Peak Asset Management aims to deliver comprehensive financial strategies that align with clients' goals and values.


17. Gill Capital Partners

  • Website: gillinvest.com
  • Ownership type: Private
  • Headquarters: Denver, Colorado, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 1983
  • Headcount: 11-50
  • LinkedIn: gill-capital-partners

Gill Capital Partners, based in Denver, Colorado, is a private wealth management firm founded in 1983. With a team of 15 employees, the firm specializes in offering tailored financial solutions to individual investors, businesses, and public entities. Their service offerings include investment management, tax planning, retirement planning, and estate planning. The firm prides itself on its client-first philosophy, emphasizing the importance of strong relationships and exceptional service. Over the years, Gill Capital Partners has built a reputation for its transparent, team-based approach, which aims to exceed client expectations. They have also been actively involved in the community, reflecting their core value of giving back. The firm has not reported any funding, indicating that it operates independently without external financial backing.


18. Parsonex

  • Website: parsonex.com
  • Ownership type: Private
  • Headquarters: Englewood, Colorado, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 2007
  • Headcount: 11-50
  • LinkedIn: parsonex-securities-inc.

Parsonex Enterprises, based in Englewood, Colorado, is a financial services company that specializes in wealth management and investment strategies. Established in 2007, Parsonex offers a range of services including comprehensive financial planning, customized investment solutions, and ongoing advisory services tailored to the unique needs of individuals and businesses. The firm emphasizes the importance of building strong relationships with clients, aiming to guide them through their financial journeys with personalized advice and expertise. Parsonex manages over $550 million in assets, showcasing its capability in the wealth management sector. The company operates through various affiliates, providing a broad spectrum of financial products and services, and is committed to delivering exceptional value and service to its clients.


19. GHP Investment Advisors, Inc.

  • Website: ghpia.com
  • Ownership type: Private
  • Headquarters: Denver, Colorado, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 1995
  • Headcount: 11-50
  • LinkedIn: ghp-investment-advisors-inc-

GHP Investment Advisors, Inc. is a private investment advisory firm based in Denver, Colorado, founded in 1995. With a team of 33 professionals, the firm specializes in wealth management and financial planning services tailored to the needs of individuals and families. GHP Investment Advisors operates on a fiduciary basis, meaning they are legally obligated to act in the best interests of their clients. This commitment to client welfare is reflected in their comprehensive approach, which includes portfolio management, financial planning, and financial concierge services. The firm emphasizes a long-term investment strategy, utilizing their proprietary GHPIA Valuation Benchmark to assess investment opportunities and risks. Their team consists of credentialed advisors, including CFPs, CPAs, and CFAs, who collaborate with clients to create personalized financial roadmaps. GHP Investment Advisors is dedicated to maintaining open communication with clients, ensuring they are informed and engaged in their financial journey. As of now, the firm has not reported any external funding, indicating a stable, self-sustaining operation.



Wealth Management Insights: Key Companies in Colorado


CompanyHeadquarterSizeFoundedOwnership
Mercer AdvisorsDenver, Colorado, United States (USA)501-10001985Private Equity
AMG National TrustGreenwood, Colorado, United States (USA)51-2001975Private
Central BancorpColorado Springs, Colorado, United States (USA)51-2002008Private
IWP Family OfficeDenver, Colorado, United States (USA)11-502005Private
Agility Outsourced Chief Investment OfficerDenver, Colorado, United States (USA)51-2002007Private
Johnson Financial Group, LLCDenver, Colorado, United States (USA)11-502002Family Owned
Cetera Advisors LLCDenver, Colorado, United States (USA)1001-50001981Private
Sparks FinancialDenver, Colorado, United States (USA)11-501990Private
Obermeyer Wood Investment Counsel, LLLPAspen, Colorado, United States (USA)11-502014Family Owned
Aveo Capital Partners, LLCEnglewood, Colorado, United States (USA)11-502011Private
IFAM CapitalFort Collins, Colorado, United States (USA)11-502014Private
Private Capital ManagementDenver, Colorado, United States (USA)1-102000Private
LotusGroup AdvisorsDenver, Colorado, United States (USA)11-502004Private
Investment Trust CompanyDenver, Colorado, United States (USA)11-501967Private
Cascade Financial Management, Inc.Denver, Colorado, United States (USA)11-501994Private
Peak Asset Management, LLC, ColoradoLouisville, Colorado, United States (USA)11-501994Private
Gill Capital PartnersDenver, Colorado, United States (USA)11-501983Private
ParsonexEnglewood, Colorado, United States (USA)11-502007Private
GHP Investment Advisors, Inc.Denver, Colorado, United States (USA)11-501995Private


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