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Fastest Growing RIAs
in Colorado

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RIA Edge Regional Rankings

The RIA Edge Rankings of the industry’s fastest growing firms by state recognizes those firms that have experienced the largest increases in assets and clients since 2017 in their respective states. The firms included in the regional rankings are RIAs with a concentration in financial planning and an emphasis on advising high-net-worth clientele. These firms are driving some of the most significant growth in the industry through a mix of M&A and organic growth strategies – and are ultimately re-inventing the delivery of financial advice.
Ranking
Firm
Location
3 Year Growth Rate
Assets Under Management (MM)

#

CAM Investor Solutions
Denver, 
CO
3 Year Grow Rate:
382%
AUM (MM):
$178

#

Schoolcraft Capital LLC
Boulder, 
CO
3 Year Grow Rate:
232%
AUM (MM):
$763

#

Beram Plan Management
Littleton, 
CO
3 Year Grow Rate:
161%
AUM (MM):
$36

#

Private Capital Management, LLC
Denver, 
CO
3 Year Grow Rate:
129%
AUM (MM):
$1,226

#

Wealth Management Consultants L.L.C.
Littleton, 
CO
3 Year Grow Rate:
118%
AUM (MM):
$112

#

West End Wealth Management, LLC
Englewood, 
CO
3 Year Grow Rate:
115%
AUM (MM):
$64

#

Bason Asset Management
Denver, 
CO
3 Year Grow Rate:
109%
AUM (MM):
$333

#

Miller Wealth Advisors, LLC
Ouray, 
CO
3 Year Grow Rate:
96%
AUM (MM):
$100

#

Conexus Capital Management, LLC
Parker, 
CO
3 Year Grow Rate:
90%
AUM (MM):
$38

#

First Look Capital Management, LLC
Crested Butte, 
CO
3 Year Grow Rate:
84%
AUM (MM):
$51

#

Family Financial Solutions Group, LLC
Durango, 
CO
3 Year Grow Rate:
72%
AUM (MM):
$302

#

IWP Wealth - Private Client Advisors
Denver, 
CO
3 Year Grow Rate:
72%
AUM (MM):
$285

#

Johnson Financial Group LLC
Denver, 
CO
3 Year Grow Rate:
67%
AUM (MM):
$1,122

#

The Western Wealth Group, Inc.
Englewood, 
CO
3 Year Grow Rate:
62%
AUM (MM):
$84

#

Berman, Gil
Boulder, 
CO
3 Year Grow Rate:
60%
AUM (MM):
$52

#

Sugden Wealth Management, LLC
Denver, 
CO
3 Year Grow Rate:
58%
AUM (MM):
$36

#

Cardan Capital Partners, LLC
Denver, 
CO
3 Year Grow Rate:
58%
AUM (MM):
$941

#

Keating Wealth Management, LLC
Englewood, 
CO
3 Year Grow Rate:
58%
AUM (MM):
$59

#

Oatley & Diak, LLC.
Parker, 
CO
3 Year Grow Rate:
55%
AUM (MM):
$24

#

Essential Investment Partners, LLC
Denver, 
CO
3 Year Grow Rate:
54%
AUM (MM):
$146

#

RightPath Investments & Financial Planning, Inc.
Frisco, 
CO
3 Year Grow Rate:
51%
AUM (MM):
$62

#

CDP Financial Group, LLC
Littleton, 
CO
3 Year Grow Rate:
50%
AUM (MM):
$38

#

BSW Wealth Partners
Boulder, 
CO
3 Year Grow Rate:
47%
AUM (MM):
$1,237

#

Northstar Investment Advisors LLC
Denver, 
CO
3 Year Grow Rate:
43%
AUM (MM):
$844

#

IWP Wealth Management LLC
Denver, 
CO
3 Year Grow Rate:
43%
AUM (MM):
$2,032

#

Ramsay Stattman Vela & Price Inc
Colorado Springs, 
CO
3 Year Grow Rate:
39%
AUM (MM):
$492

#

Sprinkle Financial Consultants LLC
Littleton, 
CO
3 Year Grow Rate:
31%
AUM (MM):
$618

#

Schaefer Financial Management, Inc.
Englewood, 
CO
3 Year Grow Rate:
31%
AUM (MM):
$658

#

Paragon Capital Management
Denver, 
CO
3 Year Grow Rate:
24%
AUM (MM):
$964
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