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

Top-Ranked Advisors in GREENWOOD VILLAGE

#1
100

FINANCIALLY SPEAKING INC

GREENWOOD VILLAGE, CO · Since 1991

$165M AUM3 clientsFee: 0%
FiduciaryFee-Only
#2
100

ICON ADVISERS, INC.

GREENWOOD VILLAGE, CO · Since 1991

$876M AUM5 clientsFee: 0%
FiduciaryFee-Only
#3
100

HFG ADVISORS

GREENWOOD VILLAGE, CO · Since 2026

$109M AUM4 clientsFee: 0%
FiduciaryFee-Only
#4
100

PEAK CAPITAL MANAGEMENT, LLC

GREENWOOD VILLAGE, CO · Since 2008

$165M AUM3 clientsFee: 0%
FiduciaryFee-Only
#5
100

FIDUCIARY CONSULTING GROUP

GREENWOOD VILLAGE, CO · Since 2009

$14.7B AUM33 clientsFee: 0%
FiduciaryFee-Only
#6
100

GRIFFIS RESIDENTIAL INVESTMENT ADVISOR

GREENWOOD VILLAGE, CO · Since 2013

$1.9B AUM17 clientsFee: 0%
FiduciaryFee-Only
#7
100

WISDOM WEALTH STRATEGIES

GREENWOOD VILLAGE, CO · Since 2021

$190M AUM2 clientsFee: 0%
FiduciaryFee-Only
#8
100

HEIRLOOM WEALTH MANAGEMENT LLC

GREENWOOD VILLAGE, CO · Since 2018

$1.1B AUM17 clientsFee: 0%
FiduciaryFee-Only
#9
100

CENTERPIECE WEALTH ADVISOR

GREENWOOD VILLAGE, CO · Since 2024

$139M AUM2 clientsFee: 0%
FiduciaryFee-Only
#10
100

DODDS WEALTH, LLC

GREENWOOD VILLAGE, CO · Since 2022

$706M AUM7 clientsFee: 0%
FiduciaryFee-Only
#11
100

BRIGHT ADVISORS

GREENWOOD VILLAGE, CO · Since 2026

$128M AUM1 clientsFee: 0%
FiduciaryFee-Only
#12
95

INVESTMENT MANAGEMENT ASSOCIATES

GREENWOOD VILLAGE, CO · Since 2020

$810M AUM4 clientsFee: 0%
FiduciaryFee-Only
#13
95

INTEGRA FINANCIAL, INC.

GREENWOOD VILLAGE, CO · Since 2022

$123M AUM4 clientsFee: 0%
FiduciaryFee-Only
#14
95

ATHENAINVEST ADVISORS LLC

GREENWOOD VILLAGE, CO · Since 2008

$80M AUM3 clientsFee: 0%
FiduciaryFee-Only
#15
95

WYNKOOP LLC

GREENWOOD VILLAGE, CO · Since 2018

$1.2B AUM7 clientsFee: 0%
FiduciaryFee-Only
#16
95

DOWNING STREET WEALTH MANAGEMENT LLC

GREENWOOD VILLAGE, CO · Since 2024

$176M AUM2 clientsFee: 0%
FiduciaryFee-Only
#17
95

WAZEE STREET CAPITAL MANAGEMENT LLC

GREENWOOD VILLAGE, CO · Since 2021

$203M AUM4 clientsFee: 0%
FiduciaryFee-Only
#18
95

ASSET MANAGEMENT GROUP INVESTMENT CORP.

GREENWOOD VILLAGE, CO · Since 2013

$151M AUM2 clientsFee: 0%
FiduciaryFee-Only
#19
95

WEALTHBUILDERS INVESTMENTS

GREENWOOD VILLAGE, CO · Since 2023

$173M AUM6 clientsFee: 0%
FiduciaryFee-Only
#20
95

MARSHALL INVESTMENT MANAGEMENT, LLC

GREENWOOD VILLAGE, CO · Since 2019

$298M AUM8 clientsFee: 0%
FiduciaryFee-Only
#21
95

STORDAHL CAPITAL MANAGEMENT, INC.

GREENWOOD VILLAGE, CO · Since 2017

$676M AUM6 clientsFee: 0%
FiduciaryFee-Only
#22
95

OAK STREET INVESTMENTS

GREENWOOD VILLAGE, CO · Since 2023

$125M AUM1 clientsFee: 0%
FiduciaryFee-Only
#23
95

PARAMOUNT ASSOCIATES WEALTH MANAGEMENT

GREENWOOD VILLAGE, CO · Since 2022

$146M AUM2 clientsFee: 0%
FiduciaryFee-Only
#24
95

TANDEM FINANCIAL, LLC

GREENWOOD VILLAGE, CO · Since 2021

$542M AUM6 clientsFee: 0%
FiduciaryFee-Only
#25
95

SUMMIT HILL WEALTH MANAGEMENT, LLC

GREENWOOD VILLAGE, CO · Since 2025

$146M AUM3 clientsFee: 0%
FiduciaryFee-Only
#26
95

ALPHA CAPITAL FAMILY OFFICE, LLC

GREENWOOD VILLAGE, CO · Since 2020

$296M AUM7 clientsFee: 0%
FiduciaryFee-Only
#27
95

FOCUSED ALPHA, LLC

GREENWOOD VILLAGE, CO · Since 2021

$664M AUM5 clientsFee: 0%
FiduciaryFee-Only
#28
95

NILSINE PARTNERS, LLC

GREENWOOD VILLAGE, CO · Since 2021

$1.9B AUM12 clientsFee: 0%
FiduciaryFee-Only
#29
95

NOBLE WEALTH MANAGEMENT P.B.C.

GREENWOOD VILLAGE, CO · Since 2022

$400M AUM4 clientsFee: 0%
FiduciaryFee-Only
#30
95

PANORAMA WEALTH ADVISORS

GREENWOOD VILLAGE, CO · Since 2023

$134M AUM2 clientsFee: 0%
FiduciaryFee-Only
#31
95

EVERGREEN PRIVATE WEALTH

GREENWOOD VILLAGE, CO · Since 2023

$265M AUM4 clientsFee: 0%
FiduciaryFee-Only
#32
95

JPL WEALTH MANAGEMENT, LLC

GREENWOOD VILLAGE, CO · Since 2023

$588M AUM3 clientsFee: 0%
FiduciaryFee-Only
#33
95

IMPACT CAPITAL PARTNERS LLC

GREENWOOD VILLAGE, CO · Since 2024

$626M AUM5 clientsFee: 0%
FiduciaryFee-Only
#34
95

CAUSEY WEALTH LLC

GREENWOOD VILLAGE, CO · Since 2024

$393M AUM7 clientsFee: 0%
FiduciaryFee-Only
#35
95

MAXQ ASSET MANAGEMENT LLC

GREENWOOD VILLAGE, CO · Since 2025

$408M AUM1 clientsFee: 0%
FiduciaryFee-Only
#36
95

CRESALTA INVESTMENT MANAGEMENT, INC.

GREENWOOD VILLAGE, CO · Since 2026

$0 AUM3 clientsFee: 0%
FiduciaryFee-Only
#37
90

EMPOWER ADVISORY GROUP, LLC

GREENWOOD VILLAGE, CO · Since 2000

$195.4B AUM6138 clientsFee: 0%
FiduciaryFee-Only

Frequently Asked Questions

How are advisors ranked?

We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.

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.