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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.

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
Empower Advisory Group, LLCGreenwood Village$195.43 billion297,0748,051Not listed(866) 575-4977empower.comadviserinfo.sec.gov
Empower Capital Management, LLCGreenwood Village$77.96 billion1653199(303) 737-1646empower.comadviserinfo.sec.gov
Fiduciary Consulting GroupGreenwood Village$14.73 billion7052Not listed(303) 333-7770adviserinfo.sec.gov
Nilsine Partners, LLCGreenwood Village$1.88 billion1,5521811(303) 529-5800link.edgepilot.comadviserinfo.sec.gov
Griffis Residential Investment AdvisorGreenwood Village$1.85 billion203011(303) 268-2121griffisresidential.comadviserinfo.sec.gov
Wynkoop LLCGreenwood Village$1.22 billion974(303) 459-7208adviserinfo.sec.gov
Heirloom Wealth Management LLCGreenwood Village$1.11 billion2,50918Not listed(720) 328-2877heirloomwm.comadviserinfo.sec.gov
Icon Advisers, Inc.Greenwood Village$875.9 million29714Not listed(303) 790-1600investwithicon.comadviserinfo.sec.gov
Investment Management AssociatesGreenwood Village$810 million6748Not listed(303) 796-8333adviserinfo.sec.gov
Dodds Wealth, LLCGreenwood Village$706.2 million1,33811Not listed(303) 539-3900doddswealth.comadviserinfo.sec.gov
Stordahl Capital Management, Inc.Greenwood Village$675.9 million1,02611Not listed(303) 770-0602stordahlcap.comadviserinfo.sec.gov
Focused Alpha, LLCGreenwood Village$663.9 million1,5148Not listed(303) 529-5100adviserinfo.sec.gov
Impact Capital Partners LLCGreenwood Village$625.6 million1,8615Not listed(888) 304-6722impactcapitalpartners.comadviserinfo.sec.gov
Owl Creek Wealth PartnersGreenwood Village$602.3 million6075Not listed(303) 409-4409owlcreekwealth.comadviserinfo.sec.gov
JPL Wealth Management, LLCGreenwood Village$587.9 million1,0816Not listed(855) 575-5752jplwealthmanagement.comadviserinfo.sec.gov
Tandem Financial, LLCGreenwood Village$541.8 million1,4066Not listed(720) 845-5700tandem-financial.comadviserinfo.sec.gov
Noble Wealth Management P.B.C.Greenwood Village$444.1 million8045Not listed(303) 325-3061adviserinfo.sec.gov
Maxq Asset Management LLCGreenwood Village$407.7 million11Not listed(720) 452-2343maxqam.comadviserinfo.sec.gov
Causey Wealth LLCGreenwood Village$393.2 million5857Not listed(303) 672-9876causeywealth.comadviserinfo.sec.gov
Cresalta Investment Management, Inc.Greenwood Village$323.4 million1285Not listed(303) 498-9699cresalta.comadviserinfo.sec.gov
Marshall Investment Management, LLCGreenwood Village$298 million1,0738Not listed(303) 991-6415adviserinfo.sec.gov
Alpha Capital Family Office, LLCGreenwood Village$295.9 million53515Not listed(303) 900-0185acfamilyoffice.comadviserinfo.sec.gov
Evergreen Private WealthGreenwood Village$264.7 million5784Not listed(720) 617-2885evergreenprivatewealth.comadviserinfo.sec.gov
Wazee Street Capital Management LLCGreenwood Village$203.4 million444(303) 645-9300adviserinfo.sec.gov
Wisdom Wealth StrategiesGreenwood Village$190.5 million6802Not listed(720) 314-8009adviserinfo.sec.gov
Downing Street Wealth Management LLCGreenwood Village$175.6 million5942Not listed(720) 360-0886downing-st.comadviserinfo.sec.gov
Wealthbuilders InvestmentsGreenwood Village$172.6 million84382(972) 719-2557thekingdomfinanceshow.buzzsprout.coadviserinfo.sec.gov
Peak Capital Management, LLCGreenwood Village$165.2 million2895Not listed(720) 361-4016adviserinfo.sec.gov
Financially Speaking IncGreenwood Village$164.8 million5955Not listed(303) 290-0702financiallyspeakinginc.comadviserinfo.sec.gov
Asset Management Group Investment Corp.Greenwood Village$151.2 million18218(303) 694-2190adviserinfo.sec.gov
Paramount Associates Wealth ManagementGreenwood Village$146.5 million5183Not listed(720) 921-1000paramountassoc.comadviserinfo.sec.gov
Summit Hill Wealth Management, LLCGreenwood Village$145.7 million2044Not listed(720) 773-9297adviserinfo.sec.gov
Integra Financial, Inc.Greenwood Village$139 million2605Not listed(303) 220-5525adviserinfo.sec.gov
Centerpiece Wealth AdvisorGreenwood Village$138.6 million3122Not listed(720) 296-5495adviserinfo.sec.gov
Panorama Wealth AdvisorsGreenwood Village$133.7 million5413Not listed(720) 356-0779pwa.llcadviserinfo.sec.gov
Bright AdvisorsGreenwood Village$128.2 million1782Not listed(253) 970-4935brightadvisors.comadviserinfo.sec.gov
Oak Street InvestmentsGreenwood Village$125.5 million18016(720) 515-6822adviserinfo.sec.gov
Avodah Capital Group, LLCGreenwood VillageNot listedNot listedNot listed19(720) 531-4204adviserinfo.sec.gov
3lines, LLCGreenwood VillageNot listedNot listedNot listed11(720) 280-25713lines.vcadviserinfo.sec.gov
Liftout CapitalGreenwood VillageNot listedNot listedNot listed4(303) 669-2383adviserinfo.sec.gov
Guava Capital Management LPGreenwood VillageNot listedNot listedNot listed1(303) 808-5234guavacapital.comadviserinfo.sec.gov
Harbor Financing IncGreenwood VillageNot listedNot listedNot listed1+84 969 479 047adviserinfo.sec.gov
Nova Financial Academy LTDGreenwood VillageNot listedNot listedNot listed1(516) 346-5059adviserinfo.sec.gov
Perkea Capital Securities IncGreenwood VillageNot listedNot listedNot listed1(626) 720-0572adviserinfo.sec.gov
Robin Markets IncGreenwood VillageNot listedNot listedNot listed1(646) 349-8273adviserinfo.sec.gov

Advisers in Greenwood Village that manage private funds

16 advisers report private funds. The 30 with the most funds.

AdviserCityStatePrivate fundsHedgePrivate equityVenture capitalReal estateFund gross assetsAUMSource
Avodah Capital Group, LLCGreenwood VillageCO19Not listedNot listedNot listedNot listed$79.4 millionNot listedadviserinfo.sec.gov
Asset Management Group Investment Corp.Greenwood VillageCO1823103$151.2 million$151.2 millionadviserinfo.sec.gov
Nilsine Partners, LLCGreenwood VillageCO11Not listedNot listedNot listedNot listed$203.9 million$1.88 billionadviserinfo.sec.gov
Griffis Residential Investment AdvisorGreenwood VillageCO11Not listedNot listedNot listed11$1.39 billion$1.85 billionadviserinfo.sec.gov
3lines, LLCGreenwood VillageCO11Not listedNot listed11Not listed$37.9 millionNot listedadviserinfo.sec.gov
Empower Capital Management, LLCGreenwood VillageCO9Not listedNot listedNot listedNot listed$2.17 billion$77.96 billionadviserinfo.sec.gov
Oak Street InvestmentsGreenwood VillageCO6Not listed6Not listedNot listed$64 million$125.5 millionadviserinfo.sec.gov
Wynkoop LLCGreenwood VillageCO431Not listedNot listed$219.3 million$1.22 billionadviserinfo.sec.gov
Wazee Street Capital Management LLCGreenwood VillageCO4Not listed4Not listedNot listed$330.8 million$203.4 millionadviserinfo.sec.gov
Liftout CapitalGreenwood VillageCO4Not listed4Not listedNot listed$146.6 millionNot listedadviserinfo.sec.gov
Wealthbuilders InvestmentsGreenwood VillageCO2Not listed1Not listedNot listed$10.9 million$172.6 millionadviserinfo.sec.gov
Guava Capital Management LPGreenwood VillageCO11Not listedNot listedNot listed$26.5 millionNot listedadviserinfo.sec.gov
Harbor Financing IncGreenwood VillageCO1Not listed1Not listedNot listed$5,000Not listedadviserinfo.sec.gov
Nova Financial Academy LTDGreenwood VillageCO1Not listed1Not listedNot listed$79 millionNot listedadviserinfo.sec.gov
Perkea Capital Securities IncGreenwood VillageCO1Not listed1Not listedNot listed$79 millionNot listedadviserinfo.sec.gov
Robin Markets IncGreenwood VillageCO1Not listed1Not listedNot listed$49 millionNot listedadviserinfo.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.