111 indexable Asset Management companies headquartered in Colorado, United States, ranked by total equity funding and recent funding momentum. Combined disclosed equity funding of $1B across 14 funded companies.
| # | Company | Funding | Valuation | Stage | Latest round | Employees | Founded | Momentum |
|---|---|---|---|---|---|---|---|---|
| 1 |
Phoenix Capital Group
Provider of oil & gas investment services |
$564.2M | — | Funding Raised | Conventional Debt Aug 2023 | 28 | 2019 | — |
| 2 |
Mercer Advisors
Provider of wealth management and advisory services for investment industries |
$8.7M | — | Acquired | Series A Jun 2023 | 940 | 1985 | — |
| 3 |
First Western Trust
Wealth management firm |
$51.4M | — | Public | Post IPO Mar 2020 | 256 | 2004 | — |
| 4 |
Crestone Capital
Wealth management firm |
$26.5M | — | Acquired | Series B Oct 2020 | 706 | 1991 | — |
| 5 |
ArrowMark Partners
Investment management firm specializing in public and private credit and equity |
$310.2M | — | Public | Conventional Debt Apr 2013 | — | 2007 | — |
| 6 |
USCF
Provider of exchange-traded funds focused on commodities and alternative investments |
$12.9M | — | Public | Jan 2019 | 27 | 2005 | — |
| 7 |
Swan Global Investments
Options-based investment strategies for long-term investors seeking growth and risk management |
$23M | — | Late Stage | PE Mar 2015 | 40 | 1997 | — |
| 8 |
MG Stover
Provider of financial advisory services |
$2.5M | — | Acquired | Seed Jan 2019 | 106 | 2007 | — |
| 9 |
AthenaInvest
Investmnet portfolio management firm |
$5.2M | — | Series A | Series A May 2016 | — | 2005 | — |
| 10 |
Charles Schwab
Diversified asset management firm |
$6.2M | — | Public | Series B Jan 2010 | 33,000 | 1971 | — |
| 11 |
CCFO
Provider of financial advisory services |
$4.6M | — | Seed | Seed Jun 2014 | 13 | — | — |
| 12 |
WAGN
Wealth management firm |
$500K | — | Seed | Seed Jan 2020 | — | 2019 | — |
| 13 |
WealthSource
Provider of wealth & risk management services |
$820K | — | Acquired | Conventional Debt May 2010 | 35 | 2009 | — |
| 14 |
361 Capital
Diversified investment management firm |
$1000K | — | Acquired | PE May 2015 | 22 | 2001 | — |
| 15 |
Corundum Group
Investment management firm |
— | — | Funding Raised | Conventional Debt Oct 2020 | — | 1890 | — |
| 16 |
NZS Capital
Diversified investment management firm |
— | — | Seed | Seed Dec 2019 | 10 | 2019 | — |
| 17 |
NexGen
Diversified asset management firm |
— | — | Seed | Seed 1993 | — | 1993 | — |
| 18 |
a&i financial services
A&I Financial Services is an investment advisory services company. |
— | — | Private | — | 20 | 1991 | — |
| 19 |
A&I Wealth Management
Provider of financial & retirement planning, wealth , and investment advisory services |
— | — | Unfunded | — | — | 1986 | — |
| 20 |
AAM
Fund based investment management firm |
— | — | Acquired | — | 263 | 1979 | — |
| 21 |
Accelerated Wealth
Provider of financial and retirement planning services |
— | — | Unfunded | — | 34 | 2008 | — |
| 22 |
advenire wealth management
Advenire Wealth Management offers retirement planning, annuities, real estate strategies, and insurance consulting services. |
— | — | Acquired | — | 5 | 2019 | — |
| 23 |
Advisers Investment Managagement
Diversified investment management and investment consulting firm |
— | — | Unfunded | — | — | 1987 | — |
| 24 |
Alpha Capital Family Office
Provider of wealth management and investment advisory services |
— | — | Unfunded | — | — | 2015 | — |
| 25 |
Ann Vanderslice
Wealth management firm |
— | — | Acquired | — | — | 2002 | — |
| 26 |
ASI Capital
Provider of asset management and project development services |
— | — | Unfunded | — | — | 2012 | — |
| 27 |
Aspen Grove Capital
Provider of investment management advice, wealth planning, and family office services |
— | — | Unfunded | — | — | 2011 | — |
| 28 |
Aspen Wealth Strategies
Provider of asset management services |
— | — | Unfunded | — | 13 | 2013 | — |
| 29 |
Blue Sky Asset Management
Diversified investment management firm |
— | — | Acquired | — | — | 2013 | — |
| 30 |
bonfire financial
Bonfire Financial is a financial service company. |
— | — | — | — | — | 2007 | — |
| 31 |
BSW Wealth Partners
Provider of financial advisory services |
— | — | Unfunded | — | 29 | 1992 | — |
| 32 |
bukaty companies financial services
Bukaty Companies Financial Services provides Retirement Plan Services & Consulting, Financial Planning,Investment Management,Estate Planning |
— | — | Acquired | — | 24 | 2001 | — |
| 33 |
Cadencecap
Diversified asset management firm |
— | — | Unfunded | — | 24 | 2001 | — |
| 34 |
Caruso Ventures
Provider of investment management services |
— | — | Unfunded | — | 10 | 2020 | — |
| 35 |
Cascade Investment Group
Provider of investment & wealth management services |
— | — | Acquired | — | 8 | 1985 | — |
| 36 |
CFO Fund Services
Provider of fund administration and consulting services |
— | — | Acquired | — | 8 | 2008 | — |
| 37 |
chautauqua capital management
Chautauqua Capital Management offers insightful, focused, and time-tested International. |
— | — | Acquired | — | 9 | 2009 | — |
| 38 |
City Street Investors
Investment management firm |
— | — | Unfunded | — | 30 | 2014 | — |
| 39 |
Colorado Cap
Provides financial planning and investment management services |
— | — | Unfunded | — | — | 2000 | — |
| 40 |
colorado financial management
Colorado Financial Management provides estate, charitable education, retirement planning, investment, risk, and wealth management services. |
— | — | Private | — | 28 | 1988 | — |
| 41 |
Confluence Financial Advisors
Provider of wealth management services |
— | — | Acquired | — | — | 2015 | — |
| 42 |
Copper River Advisors
Investment advisory firm |
— | — | Unfunded | — | — | 2016 | — |
| 43 |
denver investments
Denver Investments is an independent, employee-owned firm. |
— | — | Acquired | — | — | 1958 | — |
| 44 |
East Daley
Diversified asset management firm |
— | — | Unfunded | — | 26 | 2014 | — |
| 45 |
Edgerock Wealth
Provider of wealth management services |
— | — | Unfunded | — | 17 | 2009 | — |
| 46 |
Elevated Returns
Provider of financial advisory services |
— | — | Funding Raised | — | 3 | 2014 | — |
| 47 |
Elk River Wealth Management
Provides investment advisory, wealth management, and other services |
— | — | Unfunded | — | 9 | 2020 | — |
| 48 |
Empower
Financial planning and advisory solution for individuals |
— | — | Unfunded | — | 6,428 | 1891 | — |
| 49 |
Empower Retirement
Financial solutions empowering individuals and organizations to achieve financial well-being |
— | — | Unfunded | — | — | 1907 | — |
| 50 |
Essential Investment Partners
Diversified asset management firm |
— | — | Unfunded | — | — | 2001 | — |
Provider of oil & gas investment services. It prioritize capital deployment and asset management projects to directly impact, benefit, individual land owners, and investors. Also it ensure sales & lease of mineral rights through valuation, pre-closing check, and closing process.
Provider of wealth management and advisory services for investment industries
Wealth management firm
Wealth management firm
Investment management firm specializing in public and private credit and equity. The firm delivers differentiated investing outcomes through a research-driven philosophy and integrated investment platform. It focuses on niche and less efficient market segments, including leveraged loans and middle-market commercial real estate finance. The company aims to be agile in pursuing asymmetric investment opportunities, buil
Provider of exchange-traded funds focused on commodities and alternative investments. The company offers various funds across broad commodity, sustainable commodity, single commodity, and equity strategies. These funds are subject to risks, including market volatility and fluctuations in commodity prices. Prospectuses containing detailed information are available for download.
Options-based investment strategies for long-term investors seeking growth and risk management. The firm specializes in options strategies, offering solutions for portfolio diversification, risk mitigation, and income generation. They provide options-based strategies through ETFs, mutual funds, separately managed accounts, and custom portfolio overlays. Their approach combines equity market exposure with options-base
Provider of financial advisory services
Investmnet portfolio management firm
The Charles Schwab Corporation (CSC) is a savings and loan holding company. The Company, through its subsidiaries, engages in wealth management, securities brokerage, banking, asset management and financial advisory services. The Company provides financial services to individuals and institutional clients. In 2022, the company recorded annual revenues of $23.86B and a net profit of $7.38B.
Provider of financial advisory services
Wealth management firm
Lovell Minnick Partners
1st & Main
Altas
Asal Capital
Caltius Capital Management
Centana Growth Partners
Crawley Ventures
Cypress Growth Capital
Encourage Capital
FTV Capital
Harvest Partners
IMA Financial Group
Rankings are computed by Radar (Fliar BI) from the Radar company master and are updated periodically. Funding and momentum scores use disclosed equity-funding data only. Figures may lag private rounds. Last updated 2026-06-21.
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