| Cultivate Wealth Partners LLC | Broomfield | $125.3M | — |
| Apo Financial Services, LLC | Westminster | $124.3M | — |
| Peterson Financial Services LLC | Denver | $124M | — |
| Peace of Mind Financial, Inc | Colorado Springs | $123.6M | — |
| Senior Tax Advisory Group, Inc | Colorado Springs | $122.8M | — |
| Ascentris, LLC | Denver | $121.8M | 2 |
| Alder Point Capital Management LLC | Lafayette | $121.3M | 3 |
| Seneca Capital Management, LLC | Denver | $120M | 1 |
| Walnut Level Capital LLC | Denver | $119.2M | 1 |
| Ridgegate Advisors, LLC | Englewood | $119M | — |
| Noble Wealth Partners, LLC | Denver | $118.5M | — |
| Wealth Engineers, LLC | Denver | $117.6M | — |
| Columbia Benefits, LLC | Denver | $116.2M | — |
| Alpine Wealth Advisors, LLC | Denver | $115.7M | — |
| Branzan Investment Advisors, Inc. | Littleton | $114.8M | 3 |
| Financial Mountain Inc | Boulder | $111.3M | — |
| Gallacher Capital LLC | Lone Tree | $111.1M | — |
| Peak Financial Management, Inc. | Broomfield | $109.4M | — |
| Hfg Colorado, Inc. | Greenwood Village | $108.8M | — |
| Applied Quantitative Investments LLC | Lone Tree | $107.9M | — |
| Rs Asset Management, LLC | Colorado Springs | $107.2M | — |
| Jackson Wealth Management, LLC | Castle Rock | $107M | — |
| Meketa Capital, LLC | Denver | $106.6M | — |
| Innovative Financial, LLC | Lakewood | $105.3M | — |
| 325 Fillmore LLC | Denver | $103.8M | 4 |
| Gssg Solar, LLC | Denver | $103.4M | 3 |
| Navigation Wealth Management, Inc. | Fort Collins | $103.2M | — |
| Bhc Wealth Management, LLC | Englewood | $102.2M | — |
| Integrated Benefits, Incorporated | Grand Junction | $101.3M | — |
| Cdp Financial Group, LLC | Littleton | $100.5M | — |
| Financial Action, Inc. | Monument | $100.3M | — |
| Synergy Capital of Colorado LLC | Fort Collins | $98.8M | — |
| Blue Sky Asset Management, LLC | Englewood | $98.6M | — |
| Swan Wealth Advisors, LLC | Durango | $98M | — |
| Israel Investment Advisors, LLC | Denver | $96.3M | 1 |
| Leh II Management LLC | Englewood | $93.1M | 1 |
| Mutual Fund Protection Service | Denver | $90.9M | — |
| Kelly Strategic Management, LLC | Denver | $81.7M | — |
| Investment Research Corp | Denver | $76.3M | — |
| World Capital Advisors, LLC | Denver | $72M | — |
| Best Life Infinity, LLC | Colorado Springs | $48.2M | — |
| Ripl Wealth LLC | Fort Collins | $31.8M | — |
| Tifin Give Inc. | Boulder | $30.9M | — |
| Bz Wealth Advisors, LLC | Littleton | $26M | — |
| Gbg Wealth Management LLC | Lone Tree | $23.8M | — |
| Sweater Industries LLC | Boulder | $16.1M | 1 |
| Class VI Ventures, LLC | Denver | $14.9M | 1 |
| Magnifi LLC | Boulder | $2.1M | — |
| Midbridge Advisors LP | Denver | — | — |
| Scire Fund III GP, LLC | Denver | — | — |