Top 10 fastest-growing RIAs in Colorado (2026)

Sort by asset growthHow they grew

#	Firm	Assets, end of 2023 → 2025	Growth	Advisory staff	Net advisors, 12 mo	How they grew	Main custodian	Score
1	Elevation Point Wealth Partners, LLC DENVER	$2.19B → $8.29B	3.79× 2.8× typical	20 → 54	+18	Organic or recruited	Fidelity	98.5
2	Crusonia Wealth Advisors LLC DENVER	$152.4M → $1.18B	7.73× 5.8× typical	2 → 14	+5	Organic or recruited	Schwab	98.4
3	Buck Wealth Strategies, LLC DENVER	$299.9M → $1.64B	5.48× 4.1× typical	20 → 39	+2	Organic or recruited	Fidelity	95.7
4	Heirloom Wealth Management LLC GREENWOOD VILLAGE	$500.4M → $1.11B	2.21× 1.6× typical	11 → 17	+3	Acquisitions	Schwab	94.2
5	Peak Planning Group, LLC CENTENNIAL	$272.2M → $710M	2.61× 1.9× typical	3 → 7	+1	Organic	Raymond James	93.9
6	Owl Creek Wealth Partners GREENWOOD VILLAGE	$205.9M → $602.3M	2.92× 2.2× typical	1 → 2	+1	Organic or recruited	Schwab	93.2
7	Tandem Financial, LLC GREENWOOD VILLAGE	$255.1M → $541.8M	2.12× 1.6× typical	3 → 6	+1	Organic or recruited	Schwab	91.6
8	Focused Alpha, LLC GREENWOOD VILLAGE	$306.8M → $663.9M	2.16× 1.6× typical	3 → 5	+1	Organic or recruited	Schwab	91.1
9	Ryan Investments BASALT	$153M → $272M	1.78× 1.3× typical	2 → 3	+2	Organic or recruited	–	89.2
10	Pcm Encore, LLC ASPEN	$1.28B → $2.05B	1.6× 1.2× typical	4 → 9	+1	Organic or recruited	Morgan Stanley	86.3

Score: 0 to 100, from each firm's percentile among 5,989 RIAs nationally. See the national top 100 and the tech stacks they run.

How we ranked

Who's in: 5,989 SEC-registered RIAs serving individuals, based in the US, with $100M+ in assets, 25+ individual clients and 2+ advisory staff, that filed their 2026 annual Form ADV. Bank and broker-dealer networks (more advisors moving than advisory staff) are left out.
Asset growth (half the score): regulatory assets at the end of 2025 (2026 annual Form ADV) over the end of 2023 (the firm's last 2024 filing). Firms update this number once a year, in the annual amendment. The typical firm grew 1.34×, which is mostly the market. Growth over 3× counts as 3×, so one big merger can't decide the list (acquisitions aren't reported on Form ADV).
Advisory staff growth (a quarter): employees giving investment advice (Item 5.B(1)), over the same two years.
Net advisors (a quarter): registered advisors who joined the firm in the last 12 months minus those who left, from SEC registration records.
Each is a percentile among the firms that are in, and only firms whose assets grew faster than the typical firm's are listed. Assets include market gains and any acquisitions, so a high rank is a signal to look closer, not proof of organic growth.
How they grew (an estimate): each firm's gain, split four ways. Typical: what the typical firm grew. Acquired: firms most of whose advisors moved to it (half or more, and the old firm stopped filing, or three-quarters or more), at their last reported assets; a buyer that keeps an acquired firm filing on its own isn't seen, so this is a floor. Joined (hatched): advisors who moved in from other firms, at up to their old firm's assets per advisor ($150M at most), since a new hire may bring no clients at all. Organic: the rest, new clients and existing clients' money. “Organic” firms are organic even if every joiner brought a full book.
No firm pays to be listed or ranked. You're welcome to cite these lists. Please credit and link to Advicer.bio.

The fastest-growing RIAs in Colorado.

How we ranked