City
Wealth management firms in Greenwood Village, Colorado
As of October 2, 2026, 42 wealth management firms, including broker-dealer firms, with their main office in Greenwood Village, Colorado reported $207.8 billion in regulatory assets under management; the largest by assets was Empower Advisory Group, LLC, with $195.4 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 42
- Regulatory assets under management
- $207.8 billion
- Average per firm
- $4.9 billion
- SEC-registered, of those listed
- 29 of 42 (69.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Empower Advisory Group, LLC | SEC | $195.4 billion | 297,074 |
| 2 | Nilsine Partners, LLC | SEC | $1.9 billion | 1,552 |
| 3 | Heirloom Wealth Management LLC | SEC | $1.1 billion | 2,509 |
| 4 | Investment Management Associates | SEC | $810.0 million | 674 |
| 5 | Dodds Wealth, LLC | SEC | $706.2 million | 1,338 |
| 6 | Stordahl Capital Management, Inc. | SEC | $675.9 million | 1,026 |
| 7 | Focused Alpha, LLC | SEC | $663.9 million | 1,514 |
| 8 | Impact Capital Partners LLC | SEC | $625.6 million | 1,861 |
| 9 | Owl Creek Wealth Partners | SEC | $602.3 million | 607 |
| 10 | JPL Wealth Management, LLC | SEC | $587.9 million | 1,081 |
| 11 | Tandem Financial, LLC | SEC | $541.8 million | 1,406 |
| 12 | Noble Wealth Management P.B.C. | SEC | $444.1 million | 804 |
| 13 | Causey Wealth LLC | SEC | $393.2 million | 585 |
| 14 | Marshall Investment Management, LLC | SEC | $298.0 million | 1,073 |
| 15 | Alpha Capital Family Office, LLC | SEC | $295.9 million | 535 |
| 16 | Evergreen Private Wealth | SEC | $264.7 million | 578 |
| 17 | Wisdom Wealth Strategies | SEC | $190.5 million | 680 |
| 18 | Downing Street Wealth Management LLC | SEC | $175.6 million | 594 |
| 19 | Wealthbuilders Investments | SEC | $172.6 million | 843 |
| 20 | Zeit Capital Advisors | SEC | $170.1 million | 205 |
| 21 | Peak Capital Management, LLC | SEC | $165.2 million | 289 |
| 22 | Financially Speaking Inc | SEC | $164.8 million | 595 |
| 23 | Paramount Associates Wealth Management | SEC | $146.5 million | 518 |
| 24 | Summit Hill Wealth Management, LLC | SEC | $145.7 million | 204 |
| 25 | Integra Financial, Inc. | SEC | $139.0 million | 260 |
| 26 | Centerpiece Wealth Advisor | SEC | $138.6 million | 312 |
| 27 | Panorama Wealth Advisors | SEC | $133.7 million | 541 |
| 28 | Bright Advisors | SEC | $128.2 million | 178 |
| 29 | Oak Street Investments | SEC | $125.5 million | 180 |
| 30 | The Western Wealth Group, Inc. | State | $107.3 million | 232 |
| 31 | Peak Financial Guidance LLC | State | $88.5 million | 580 |
| 32 | R. Kent Harris and Associates, Ltd. | State | $62.5 million | 338 |
| 33 | The Cook Company, LLC | State | $39.3 million | 170 |
| 34 | One Brick Planning & Consulting, LLC | State | $30.5 million | 182 |
| 35 | Inclinevest | State | $28.2 million | 63 |
| 36 | Meritor Capital | State | $25.1 million | 11 |
| 37 | Alvista Wealth Consulting, LLC | State | $23.1 million | 14 |
| 38 | Douglass Financial Group | State | $11.5 million | 94 |
| 39 | Hamsher Wealth Management, LLC | State | $10.6 million | 78 |
| 40 | Seed Money Consulting | State | $4.8 million | 30 |
| 41 | Bolhan Wealth | State | $0 | 0 |
| 42 | Newell Financial Services | 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.