Data / Investment advisers / Colorado / Greenwood Village
Investment advisers in Greenwood Village, CO: 45 firms, $305 billion in AUM
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
45 investment advisers have their main office in Greenwood Village, Colorado: 37 SEC registered and 8 exempt reporting. The registered advisers report $305 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Empower Advisory Group, LLC with $195 billion.
The request: Every investment adviser in Greenwood Village, Colorado with AUM over $100 million, with phone and website. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- 45Advisers
- 37SEC registered
- 8Exempt reporting
- $305 billionTotal AUM
- 37Advisers over $100 million
- 16Manage private funds
- November 2, 2026File date
Largest advisers by AUM
Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Empower Advisory Group, LLC | Greenwood Village | $195.43 billion | 297,074 | 8,051 | Not listed | (866) 575-4977 | empower.com | adviserinfo.sec.gov |
| Empower Capital Management, LLC | Greenwood Village | $77.96 billion | 165 | 319 | 9 | (303) 737-1646 | empower.com | adviserinfo.sec.gov |
| Fiduciary Consulting Group | Greenwood Village | $14.73 billion | 70 | 52 | Not listed | (303) 333-7770 | adviserinfo.sec.gov | |
| Nilsine Partners, LLC | Greenwood Village | $1.88 billion | 1,552 | 18 | 11 | (303) 529-5800 | link.edgepilot.com | adviserinfo.sec.gov |
| Griffis Residential Investment Advisor | Greenwood Village | $1.85 billion | 20 | 30 | 11 | (303) 268-2121 | griffisresidential.com | adviserinfo.sec.gov |
| Wynkoop LLC | Greenwood Village | $1.22 billion | 9 | 7 | 4 | (303) 459-7208 | adviserinfo.sec.gov | |
| Heirloom Wealth Management LLC | Greenwood Village | $1.11 billion | 2,509 | 18 | Not listed | (720) 328-2877 | heirloomwm.com | adviserinfo.sec.gov |
| Icon Advisers, Inc. | Greenwood Village | $875.9 million | 297 | 14 | Not listed | (303) 790-1600 | investwithicon.com | adviserinfo.sec.gov |
| Investment Management Associates | Greenwood Village | $810 million | 674 | 8 | Not listed | (303) 796-8333 | adviserinfo.sec.gov | |
| Dodds Wealth, LLC | Greenwood Village | $706.2 million | 1,338 | 11 | Not listed | (303) 539-3900 | doddswealth.com | adviserinfo.sec.gov |
| Stordahl Capital Management, Inc. | Greenwood Village | $675.9 million | 1,026 | 11 | Not listed | (303) 770-0602 | stordahlcap.com | adviserinfo.sec.gov |
| Focused Alpha, LLC | Greenwood Village | $663.9 million | 1,514 | 8 | Not listed | (303) 529-5100 | adviserinfo.sec.gov | |
| Impact Capital Partners LLC | Greenwood Village | $625.6 million | 1,861 | 5 | Not listed | (888) 304-6722 | impactcapitalpartners.com | adviserinfo.sec.gov |
| Owl Creek Wealth Partners | Greenwood Village | $602.3 million | 607 | 5 | Not listed | (303) 409-4409 | owlcreekwealth.com | adviserinfo.sec.gov |
| JPL Wealth Management, LLC | Greenwood Village | $587.9 million | 1,081 | 6 | Not listed | (855) 575-5752 | jplwealthmanagement.com | adviserinfo.sec.gov |
| Tandem Financial, LLC | Greenwood Village | $541.8 million | 1,406 | 6 | Not listed | (720) 845-5700 | tandem-financial.com | adviserinfo.sec.gov |
| Noble Wealth Management P.B.C. | Greenwood Village | $444.1 million | 804 | 5 | Not listed | (303) 325-3061 | adviserinfo.sec.gov | |
| Maxq Asset Management LLC | Greenwood Village | $407.7 million | 1 | 1 | Not listed | (720) 452-2343 | maxqam.com | adviserinfo.sec.gov |
| Causey Wealth LLC | Greenwood Village | $393.2 million | 585 | 7 | Not listed | (303) 672-9876 | causeywealth.com | adviserinfo.sec.gov |
| Cresalta Investment Management, Inc. | Greenwood Village | $323.4 million | 128 | 5 | Not listed | (303) 498-9699 | cresalta.com | adviserinfo.sec.gov |
| Marshall Investment Management, LLC | Greenwood Village | $298 million | 1,073 | 8 | Not listed | (303) 991-6415 | adviserinfo.sec.gov | |
| Alpha Capital Family Office, LLC | Greenwood Village | $295.9 million | 535 | 15 | Not listed | (303) 900-0185 | acfamilyoffice.com | adviserinfo.sec.gov |
| Evergreen Private Wealth | Greenwood Village | $264.7 million | 578 | 4 | Not listed | (720) 617-2885 | evergreenprivatewealth.com | adviserinfo.sec.gov |
| Wazee Street Capital Management LLC | Greenwood Village | $203.4 million | 4 | 4 | 4 | (303) 645-9300 | adviserinfo.sec.gov | |
| Wisdom Wealth Strategies | Greenwood Village | $190.5 million | 680 | 2 | Not listed | (720) 314-8009 | adviserinfo.sec.gov | |
| Downing Street Wealth Management LLC | Greenwood Village | $175.6 million | 594 | 2 | Not listed | (720) 360-0886 | downing-st.com | adviserinfo.sec.gov |
| Wealthbuilders Investments | Greenwood Village | $172.6 million | 843 | 8 | 2 | (972) 719-2557 | thekingdomfinanceshow.buzzsprout.co | adviserinfo.sec.gov |
| Peak Capital Management, LLC | Greenwood Village | $165.2 million | 289 | 5 | Not listed | (720) 361-4016 | adviserinfo.sec.gov | |
| Financially Speaking Inc | Greenwood Village | $164.8 million | 595 | 5 | Not listed | (303) 290-0702 | financiallyspeakinginc.com | adviserinfo.sec.gov |
| Asset Management Group Investment Corp. | Greenwood Village | $151.2 million | 18 | 2 | 18 | (303) 694-2190 | adviserinfo.sec.gov | |
| Paramount Associates Wealth Management | Greenwood Village | $146.5 million | 518 | 3 | Not listed | (720) 921-1000 | paramountassoc.com | adviserinfo.sec.gov |
| Summit Hill Wealth Management, LLC | Greenwood Village | $145.7 million | 204 | 4 | Not listed | (720) 773-9297 | adviserinfo.sec.gov | |
| Integra Financial, Inc. | Greenwood Village | $139 million | 260 | 5 | Not listed | (303) 220-5525 | adviserinfo.sec.gov | |
| Centerpiece Wealth Advisor | Greenwood Village | $138.6 million | 312 | 2 | Not listed | (720) 296-5495 | adviserinfo.sec.gov | |
| Panorama Wealth Advisors | Greenwood Village | $133.7 million | 541 | 3 | Not listed | (720) 356-0779 | pwa.llc | adviserinfo.sec.gov |
| Bright Advisors | Greenwood Village | $128.2 million | 178 | 2 | Not listed | (253) 970-4935 | brightadvisors.com | adviserinfo.sec.gov |
| Oak Street Investments | Greenwood Village | $125.5 million | 180 | 1 | 6 | (720) 515-6822 | adviserinfo.sec.gov | |
| Avodah Capital Group, LLC | Greenwood Village | Not listed | Not listed | Not listed | 19 | (720) 531-4204 | adviserinfo.sec.gov | |
| 3lines, LLC | Greenwood Village | Not listed | Not listed | Not listed | 11 | (720) 280-2571 | 3lines.vc | adviserinfo.sec.gov |
| Liftout Capital | Greenwood Village | Not listed | Not listed | Not listed | 4 | (303) 669-2383 | adviserinfo.sec.gov | |
| Guava Capital Management LP | Greenwood Village | Not listed | Not listed | Not listed | 1 | (303) 808-5234 | guavacapital.com | adviserinfo.sec.gov |
| Harbor Financing Inc | Greenwood Village | Not listed | Not listed | Not listed | 1 | +84 969 479 047 | adviserinfo.sec.gov | |
| Nova Financial Academy LTD | Greenwood Village | Not listed | Not listed | Not listed | 1 | (516) 346-5059 | adviserinfo.sec.gov | |
| Perkea Capital Securities Inc | Greenwood Village | Not listed | Not listed | Not listed | 1 | (626) 720-0572 | adviserinfo.sec.gov | |
| Robin Markets Inc | Greenwood Village | Not listed | Not listed | Not listed | 1 | (646) 349-8273 | adviserinfo.sec.gov |
Advisers in Greenwood Village that manage private funds
16 advisers report private funds. The 30 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Avodah Capital Group, LLC | Greenwood Village | CO | 19 | Not listed | Not listed | Not listed | Not listed | $79.4 million | Not listed | adviserinfo.sec.gov |
| Asset Management Group Investment Corp. | Greenwood Village | CO | 18 | 2 | 3 | 10 | 3 | $151.2 million | $151.2 million | adviserinfo.sec.gov |
| Nilsine Partners, LLC | Greenwood Village | CO | 11 | Not listed | Not listed | Not listed | Not listed | $203.9 million | $1.88 billion | adviserinfo.sec.gov |
| Griffis Residential Investment Advisor | Greenwood Village | CO | 11 | Not listed | Not listed | Not listed | 11 | $1.39 billion | $1.85 billion | adviserinfo.sec.gov |
| 3lines, LLC | Greenwood Village | CO | 11 | Not listed | Not listed | 11 | Not listed | $37.9 million | Not listed | adviserinfo.sec.gov |
| Empower Capital Management, LLC | Greenwood Village | CO | 9 | Not listed | Not listed | Not listed | Not listed | $2.17 billion | $77.96 billion | adviserinfo.sec.gov |
| Oak Street Investments | Greenwood Village | CO | 6 | Not listed | 6 | Not listed | Not listed | $64 million | $125.5 million | adviserinfo.sec.gov |
| Wynkoop LLC | Greenwood Village | CO | 4 | 3 | 1 | Not listed | Not listed | $219.3 million | $1.22 billion | adviserinfo.sec.gov |
| Wazee Street Capital Management LLC | Greenwood Village | CO | 4 | Not listed | 4 | Not listed | Not listed | $330.8 million | $203.4 million | adviserinfo.sec.gov |
| Liftout Capital | Greenwood Village | CO | 4 | Not listed | 4 | Not listed | Not listed | $146.6 million | Not listed | adviserinfo.sec.gov |
| Wealthbuilders Investments | Greenwood Village | CO | 2 | Not listed | 1 | Not listed | Not listed | $10.9 million | $172.6 million | adviserinfo.sec.gov |
| Guava Capital Management LP | Greenwood Village | CO | 1 | 1 | Not listed | Not listed | Not listed | $26.5 million | Not listed | adviserinfo.sec.gov |
| Harbor Financing Inc | Greenwood Village | CO | 1 | Not listed | 1 | Not listed | Not listed | $5,000 | Not listed | adviserinfo.sec.gov |
| Nova Financial Academy LTD | Greenwood Village | CO | 1 | Not listed | 1 | Not listed | Not listed | $79 million | Not listed | adviserinfo.sec.gov |
| Perkea Capital Securities Inc | Greenwood Village | CO | 1 | Not listed | 1 | Not listed | Not listed | $79 million | Not listed | adviserinfo.sec.gov |
| Robin Markets Inc | Greenwood Village | CO | 1 | Not listed | 1 | Not listed | Not listed | $49 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.