AdvisorRanked

Best Financial Advisors in GREENWOOD VILLAGE, Colorado

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

37
Registered Firms
0.95%
Median Fee
of assets/year
$298M
Median AUM
37
Firms Listed
in our database

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Top Rated Established Verified37 firms shown

Top-Ranked Advisors in GREENWOOD VILLAGE

Page 1 of 2 · 37 firms

#1
92

FIDUCIARY CONSULTING GROUP

GREENWOOD VILLAGE, CO · Since 2009

$14.7B AUM33 clientsFee: 0%
FiduciaryFee-Only
#2
91

GRIFFIS RESIDENTIAL INVESTMENT ADVISOR

GREENWOOD VILLAGE, CO · Since 2013

$1.9B AUM17 clientsFee: 0%
FiduciaryFee-Only
#3
89

ICON ADVISERS, INC.

GREENWOOD VILLAGE, CO · Since 1991

$876M AUM5 clientsFee: 0%
FiduciaryFee-Only
#4
88

HEIRLOOM WEALTH MANAGEMENT LLC

GREENWOOD VILLAGE, CO · Since 2018

$1.1B AUM17 clientsFee: 0%
FiduciaryFee-Only
#5
87

FINANCIALLY SPEAKING INC

GREENWOOD VILLAGE, CO · Since 1991

$165M AUM3 clientsFee: 0%
FiduciaryFee-Only
#6
87

PEAK CAPITAL MANAGEMENT, LLC

GREENWOOD VILLAGE, CO · Since 2008

$165M AUM3 clientsFee: 0%
FiduciaryFee-Only
#7
85

WISDOM WEALTH STRATEGIES

GREENWOOD VILLAGE, CO · Since 2021

$190M AUM2 clientsFee: 0%
FiduciaryFee-Only
#8
85

DODDS WEALTH, LLC

GREENWOOD VILLAGE, CO · Since 2022

$706M AUM7 clientsFee: 0%
FiduciaryFee-Only
#9
83

HFG ADVISORS

GREENWOOD VILLAGE, CO · Since 2026

$109M AUM4 clientsFee: 0%
FiduciaryFee-Only
#10
83

CENTERPIECE WEALTH ADVISOR

GREENWOOD VILLAGE, CO · Since 2024

$139M AUM2 clientsFee: 0%
FiduciaryFee-Only
#11
82

BRIGHT ADVISORS

GREENWOOD VILLAGE, CO · Since 2026

$128M AUM1 clientsFee: 0%
FiduciaryFee-Only
#12
79

WYNKOOP LLC

GREENWOOD VILLAGE, CO · Since 2018

$1.2B AUM7 clientsFee: 0%
FiduciaryFee-Only
#13
79

ASSET MANAGEMENT GROUP INVESTMENT CORP.

GREENWOOD VILLAGE, CO · Since 2013

$151M AUM2 clientsFee: 0%
FiduciaryFee-Only
#14
78

ATHENAINVEST ADVISORS LLC

GREENWOOD VILLAGE, CO · Since 2008

$80M AUM3 clientsFee: 0%
FiduciaryFee-Only
#15
78

NILSINE PARTNERS, LLC

GREENWOOD VILLAGE, CO · Since 2021

$1.9B AUM12 clientsFee: 0%
FiduciaryFee-Only
#16
77

INVESTMENT MANAGEMENT ASSOCIATES

GREENWOOD VILLAGE, CO · Since 2020

$810M AUM4 clientsFee: 0%
FiduciaryFee-Only
#17
77

MARSHALL INVESTMENT MANAGEMENT, LLC

GREENWOOD VILLAGE, CO · Since 2019

$298M AUM8 clientsFee: 0%
FiduciaryFee-Only
#18
77

STORDAHL CAPITAL MANAGEMENT, INC.

GREENWOOD VILLAGE, CO · Since 2017

$676M AUM6 clientsFee: 0%
FiduciaryFee-Only
#19
77

FOCUSED ALPHA, LLC

GREENWOOD VILLAGE, CO · Since 2021

$664M AUM5 clientsFee: 0%
FiduciaryFee-Only
#20
77

JPL WEALTH MANAGEMENT, LLC

GREENWOOD VILLAGE, CO · Since 2023

$588M AUM3 clientsFee: 0%
FiduciaryFee-Only
#21
76

WAZEE STREET CAPITAL MANAGEMENT LLC

GREENWOOD VILLAGE, CO · Since 2021

$203M AUM4 clientsFee: 0%
FiduciaryFee-Only
#22
76

TANDEM FINANCIAL, LLC

GREENWOOD VILLAGE, CO · Since 2021

$542M AUM6 clientsFee: 0%
FiduciaryFee-Only
#23
76

ALPHA CAPITAL FAMILY OFFICE, LLC

GREENWOOD VILLAGE, CO · Since 2020

$296M AUM7 clientsFee: 0%
FiduciaryFee-Only
#24
76

PANORAMA WEALTH ADVISORS

GREENWOOD VILLAGE, CO · Since 2023

$134M AUM2 clientsFee: 0%
FiduciaryFee-Only
#25
76

IMPACT CAPITAL PARTNERS LLC

GREENWOOD VILLAGE, CO · Since 2024

$626M AUM5 clientsFee: 0%
FiduciaryFee-Only

Frequently Asked Questions

How are advisors ranked?

We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.

What's the average financial advisor fee in GREENWOOD VILLAGE?

The median advisory fee in GREENWOOD VILLAGE, CO is 0.95% of assets under management per year, based on Form ADV filings from 37 registered firms.

Where does this data come from?

All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.