| # | Firm | AUM | Individual clients | Advisors | Main custodian | Filing since |
|---|---|---|---|---|---|---|
| 1 | $84.4B | 35,044 | 632 | Schwab | 2012 or earlier | |
| 2 | $8.29B | 4,879 | 54 | Fidelity | 2012 or earlier | |
| 3 | $4.53B | 162 | 35 | Schwab | 2012 or earlier | |
| 4 | $3.72B | 737 | 23 | Schwab | 2012 or earlier | |
| 5 | $3.06B | 1,226 | 22 | Schwab | 2012 or earlier | |
| 6 | $2.92B | 5,254 | 8 | Morgan Stanley | 2012 or earlier | |
| 7 | $2.02B | 20 | 6 | Schwab | 2012 or earlier | |
| 8 | $1.64B | 2,734 | 39 | Fidelity | 2022 | |
| 9 | $1.5B | 195 | 8 | Schwab | 2016 | |
| 10 | $1.37B | 803 | 17 | Schwab | 2012 or earlier | |
| 11 | $1.35B | 463 | 5 | Schwab | 2023 | |
| 12 | $1.32B | 187 | 5 | Schwab | 2012 or earlier | |
| 13 | $1.18B | 136 | 5 | Schwab | 2015 | |
| 14 | $1.18B | 540 | 14 | Schwab | 2024 | |
| 15 | $1.13B | 868 | 9 | Schwab | 2012 or earlier | |
| 16 | $973M | 2,127 | 36 | Schwab | 2021 | |
| 17 | $971.3M | 251 | 8 | Fidelity | 2020 | |
| 18 | $934.6M | 830 | 11 | – | 2024 | |
| 19 | $862.4M | 434 | 10 | Schwab | 2012 or earlier | |
| 20 | $746.3M | 57 | 3 | Fidelity | 2012 or earlier | |
| 21 | $722.5M | 483 | 9 | Schwab | 2018 | |
| 22 | $645.6M | 2,193 | 17 | – | 2016 | |
| 23 | $580.5M | 45 | 2 | Schwab | 2015 | |
| 24 | $578.9M | 564 | 13 | Fidelity | 2021 | |
| 25 | $529.8M | 986 | 9 | LPL Financial | 2018 |
Ranked by regulatory AUM on each firm's latest Form ADV. Wealth managers and planners only (half or more of assets for individuals), by the city of their main office. Advisors: employees giving investment advice (Item 5.B(1)). Filing since: the firm's first Form ADV in the SEC's history, which starts in late 2011. Main custodian: the one holding most of the firm's managed assets (filings through December 2024). No firm pays to be listed or ranked. All RIAs in Colorado.