Data / Investment advisers / Colorado / Icon Advisers, Inc.
Icon Advisers, Inc., Greenwood Village, CO: $876 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Icon Advisers, Inc. is an SEC registered investment adviser with its main office in Greenwood Village, Colorado and reports $876 million in regulatory assets under management in its Form ADV filed May 26, 2026. Its clients include investment companies, high net worth individuals and individuals. It is paid through a percentage of assets under management and other fees.
The request: Watch Icon Advisers, Inc. (CRD number 108268): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 108268
- SEC file number
- 801-38868
- SEC status
- Approved, effective May 17, 1991
- Main office
- 8480 E Orchard Road Suite 1200, Greenwood Village, CO 80111
- Phone
- (303) 790-1600
- Website
- investwithicon.com
- Regulatory AUM
- $875,902,913 in the Form ADV filed May 26, 2026
- Discretionary AUM
- $875,902,913
- Accounts
- 297
- Employees
- 14, of which 5 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, other fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 26, 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 |
|---|---|---|
| Investment companies | 7 | $783.2 million |
| High net worth individuals | 7 | $89.1 million |
| Individuals (other than high net worth individuals) | 283 | $3.6 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 |
|---|---|---|
| April 1, 2026 | $875.9 million | March 13, 2026 |
| December 1, 2025 | $793.6 million | March 27, 2025 |
Other advisers in Greenwood Village
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Fiduciary Consulting Group | Greenwood Village | $14.73 billion | Not listed | adviserinfo.sec.gov |
| Nilsine Partners, LLC | Greenwood Village | $1.88 billion | 11 | adviserinfo.sec.gov |
| Griffis Residential Investment Advisor | Greenwood Village | $1.85 billion | 11 | adviserinfo.sec.gov |
| Wynkoop LLC | Greenwood Village | $1.22 billion | 4 | adviserinfo.sec.gov |
| Heirloom Wealth Management LLC | Greenwood Village | $1.11 billion | Not listed | adviserinfo.sec.gov |
| Investment Management Associates | Greenwood Village | $810 million | Not listed | adviserinfo.sec.gov |
| Dodds Wealth, LLC | Greenwood Village | $706.2 million | Not listed | adviserinfo.sec.gov |
| Stordahl Capital Management, Inc. | Greenwood Village | $675.9 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Greenwood Village, CO
- Investment advisers in Colorado
- Advisers with $500 million to $1 billion in AUM
- Advisers serving investment companies
- Advisers serving high net worth individuals
- Icon Advisers, Inc. on the SEC's adviser search
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.