Data / Investment advisers / Colorado / Fi401k Advisors
Fi401k Advisors, Centennial, CO: $915 million AUM, SEC registered investment adviser
Fi401k Advisors is an SEC registered investment adviser with its main office in Centennial, Colorado and reports $915 million in regulatory assets under management in its Form ADV filed January 30, 2026. Its clients include pension and profit sharing plans. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 168408
- SEC file number
- 801-107736
- SEC status
- Approved, effective April 22, 2016
- Legal name
- Fi401k Advisors, LLC
- Main office
- 9137 East Mineral Circle Suite 210, Centennial, CO 80112
- Phone
- (303) 495-5890
- Website
- fi401k.com
- Regulatory AUM
- $914,955,513 in the Form ADV filed January 30, 2026
- Discretionary AUM
- $681,379,416
- Non discretionary AUM
- $233,576,097
- Accounts
- 305
- Employees
- 2, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- January 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 305 | $915 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| February 2, 2026 | $915 million | January 30, 2026 |
| December 1, 2025 | $849.7 million | January 29, 2025 |
Other advisers in Centennial
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Ux Wealth Partners LLC | Centennial | $1.87 billion | Not listed | adviserinfo.sec.gov |
| Schaefer Financial Management, Inc. | Centennial | $1.11 billion | Not listed | adviserinfo.sec.gov |
| Peak Planning Group, LLC | Centennial | $710 million | Not listed | adviserinfo.sec.gov |
| PVG Asset Management Corp | Centennial | $624.9 million | Not listed | adviserinfo.sec.gov |
| JHP Wealth Management, LLC | Centennial | $223.8 million | Not listed | adviserinfo.sec.gov |
| FFG Retirement Counseling | Centennial | $216.5 million | Not listed | adviserinfo.sec.gov |
| Hinchley Advisory Group, LLC | Centennial | $193.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Centennial, CO
- Investment advisers in Colorado
- Advisers with $500 million to $1 billion in AUM
- Advisers serving pension and profit sharing plans
- Fi401k Advisors on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.