The 2024 list of the largest Registered Investment Advisers based in Jefferson County sees Western Wealth Management LLC take the top spot with $2.59 billion worth of assets under management (AUM).
This inaugural list ranks local financial firms by amount of assets under management for individual and institutional investors. Data for the list was obtained from Form ADVs filed with the U.S. Securities and Exchange Commission and the Colorado Department of Regulatory Agencies, reflecting the most recent information provided as of March 2024. RIA firms must register with either the SEC or state securities administrators depending on the value of their assets under management.
Maintaining the second position on the list was Emerald Hill Capital Partners Holdings LLC, managing assets worth $1.23 billion, followed by Mattern Capital Management LLC in third place with $722.45 million under its management.
In addition to the top three, the list harbored other significant players in the industry. Among them were Bason Asset Management managing $618.16 million AUM and ranking fourth, followed by Cedrus LLC at the fifth position with $476.34 million AUM.
This list provides a quick overview of the significant role that wealth management firms play in Jefferson County’s economy, with substantial assets under their management.