City
Wealth management firms in Centennial, Colorado
As of October 2, 2026, 27 wealth management firms, including broker-dealer firms, with their main office in Centennial, Colorado reported $3.5 billion in regulatory assets under management; the largest by assets was Schaefer Financial Management, Inc., with $1.1 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 27
- Regulatory assets under management
- $3.5 billion
- Average per firm
- $127.8 million
- SEC-registered, of those listed
- 9 of 27 (33.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Schaefer Financial Management, Inc. | SEC | $1.1 billion | 1,776 |
| 2 | Peak Planning Group, LLC | SEC | $710.0 million | 2,363 |
| 3 | JHP Wealth Management, LLC | SEC | $223.8 million | 396 |
| 4 | FFG Retirement Counseling | SEC | $216.5 million | 730 |
| 5 | Hinchley Advisory Group, LLC | SEC | $193.1 million | 917 |
| 6 | Paller Financial Services, Inc. | SEC | $147.9 million | 453 |
| 7 | Fit Wealth Management | SEC | $147.4 million | 635 |
| 8 | Loyd Financial Management Inc. | SEC | $133.5 million | 493 |
| 9 | Haykin, Michael | SEC | $124.5 million | 190 |
| 10 | Colorado Financial Service Corporation Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $84.1 million | 188 |
| 11 | Irving Planning & Investments, Ltd. | State | $72.3 million | 337 |
| 12 | Silver Lake Advisors, LLC | State | $57.0 million | 57 |
| 13 | Greenstar Advisors | State | $48.4 million | 72 |
| 14 | William Wolcott Hall Investment Adviser | State | $37.9 million | 4 |
| 15 | Simply Steward | State | $35.0 million | 219 |
| 16 | Moore, Dorothea Jane | State | $28.4 million | 45 |
| 17 | RCS Wealth Management | State | $22.7 million | 146 |
| 18 | Visionary Planning & Investment, LLC | State | $18.8 million | 163 |
| 19 | Frederick H. Cron | State | $12.7 million | 55 |
| 20 | Vanderheiden Financial | State | $9.5 million | 92 |
| 21 | Financial Solution Advisors Corp. | State | $3.4 million | 33 |
| 22 | Vail Valley Asset Management, LLC | State | $3.3 million | 39 |
| 23 | Eliason Wealth Management LLC | State | $2.5 million | 45 |
| 24 | Dream Catcher Financial Services, LLC | State | $2.3 million | 8 |
| 25 | Aventus Wealth Management LLC | State | $0 | 0 |
| 26 | Opus Financial LLC | State | $0 | 0 |
| 27 | Seva Wealth Management | State | $0 | 0 |
Wealth management firms in Colorado, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.