City

Independent RIAs in Englewood, Colorado

As of October 2, 2026, 20 independent wealth management RIAs with their main office in Englewood, Colorado reported $3.3 billion in regulatory assets under management; the largest by assets was Wealth Watch Advisors, Inc, with $612.4 million.

Include wirehouses and broker-dealer firms

Independent wealth management RIAs: 20
Regulatory assets under management: $3.3 billion
Average per firm: $166.1 million
SEC-registered, of those listed: 10 of 20 (50.0%)

Firms by assets

Independent RIAs in Englewood, Colorado, largest first
#	Firm	Registration	RAUM	Accounts
1	Wealth Watch Advisors, Inc	SEC	$612.4 million	3,587
2	Wakefield Wealth Management, LLLP	SEC	$512.9 million	625
3	Boulder Asset Management	SEC	$426.1 million	178
4	Cherry Creek Investment Advisors Inc	SEC	$351.9 million	799
5	Stone Creek Group, LLC	SEC	$250.6 million	274
6	BXM Wealth LLC	SEC	$231.3 million	223
7	Essential Investment Partners, LLC	SEC	$223.0 million	276
8	Rigden Capital Strategies	SEC	$168.9 million	951
9	Ridgegate Advisors, LLC	SEC	$119.0 million	536
10	Blue Heron Capital	SEC	$102.2 million	542
11	Copper River Advisors LLC	State	$94.1 million	225
12	Advanced Investments	State	$74.1 million	544
13	William Palmer Associates, LLC	State	$38.3 million	78
14	Lift Asset Management	State	$35.4 million	64
15	New Light Financial	State	$31.0 million	108
16	New Frontier Wealth Management	State	$24.5 million	124
17	Legionce Investment Advisors, Inc.	State	$17.7 million	55
18	Legacy Capital Group LLC	State	$9.2 million	3
19	Cherry Creek Financial Planning	State	$0	0
20	Simpliphi Capital	State	$0	0

Independent RIAs 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.