Crestone is thrilled to have ranked #10 on Denver Business Journal’s 2022 List of Denver-Area Wealth Management Firms. Crestone manages over $1.7 billion in assets for their Denver-based clients.

As an independent, multi-family office, Crestone is honored for this recognition as we continue to deliver wealth management services to our client families.

View the full 2022 List of Denver-Area Wealth Management Firms.


The Denver Business Journal (DBJ) ranked the Denver-area wealth management firms based on their value of assets managed for Denver-area clients as of June 30, 2022. The dollar amount of assets managed was supplied by the individual companies through questionnaires and could not be independently verified by the DBJ. Only companies that replied to the DBJ’s inquiries were included. The Denver area is defined as the seven-county metro areas (Adams, Arapahoe, Boulder, Broomfield, Denver, Douglas, and Jefferson counties). Inclusion in the DBJ’s list of Denver-area wealth management firms should not be construed as an endorsement of the advisor’s investment acumen or a recommendation to retain advisor for professional services by any mentioned organizations or clients. This award is not representative of any one client’s experience with the firm and is not indicative of the firm’s future performance.