City
Wealth management firms in Englewood, Colorado
As of October 2, 2026, 22 wealth management firms, including broker-dealer firms, with their main office in Englewood, Colorado reported $12.8 billion in regulatory assets under management; the largest by assets was Geneos Wealth Management, Inc., with $9.2 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 22
- Regulatory assets under management
- $12.8 billion
- Average per firm
- $582.3 million
- SEC-registered, of those listed
- 12 of 22 (54.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Geneos Wealth Management, Inc. 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. | SEC | $9.2 billion | 33,378 |
| 2 | Wealth Watch Advisors, Inc | SEC | $612.4 million | 3,587 |
| 3 | Wakefield Wealth Management, LLLP | SEC | $512.9 million | 625 |
| 4 | Boulder Asset Management | SEC | $426.1 million | 178 |
| 5 | Cherry Creek Investment Advisors Inc | SEC | $351.9 million | 799 |
| 6 | Parsonex Advisory Services, Inc. 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. | SEC | $271.3 million | 1,079 |
| 7 | Stone Creek Group, LLC | SEC | $250.6 million | 274 |
| 8 | BXM Wealth LLC | SEC | $231.3 million | 223 |
| 9 | Essential Investment Partners, LLC | SEC | $223.0 million | 276 |
| 10 | Rigden Capital Strategies | SEC | $168.9 million | 951 |
| 11 | Ridgegate Advisors, LLC | SEC | $119.0 million | 536 |
| 12 | Blue Heron Capital | SEC | $102.2 million | 542 |
| 13 | Copper River Advisors LLC | State | $94.1 million | 225 |
| 14 | Advanced Investments | State | $74.1 million | 544 |
| 15 | William Palmer Associates, LLC | State | $38.3 million | 78 |
| 16 | Lift Asset Management | State | $35.4 million | 64 |
| 17 | New Light Financial | State | $31.0 million | 108 |
| 18 | New Frontier Wealth Management | State | $24.5 million | 124 |
| 19 | Legionce Investment Advisors, Inc. | State | $17.7 million | 55 |
| 20 | Legacy Capital Group LLC | State | $9.2 million | 3 |
| 21 | Cherry Creek Financial Planning | State | $0 | 0 |
| 22 | Simpliphi Capital | 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.