Rialytix insights

Top RIA Firms in Centennial, Colorado

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Centennial, Colorado. This hub covers 11 matching firms with $6.3B in total reported AUM and median AUM of $223.8M.

Firms

Matching current profiles

Total AUM

$6.3B

Reported regulatory AUM

Median AUM

$223.8M

Across firms with AUM

Largest firm

$1.9B

Ux Wealth Partners LLC

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. Ux Wealth Partners LLC CRD 308983 · Limited Liability Company	CENTENNIAL, CO	$1.9B Mar 2026	+$363.3M+24.2%	+$959.4M+105.7%	+$1.1B+134.5%	—	+1 employees+14.3% over 3Y	+5,849 accounts+180.6% over 3Y
2. Schaefer Financial Management, INC. CRD 110110 · Corporation	CENTENNIAL, CO	$1.1B Mar 2026	+$226.6M+25.5%	+$354.9M+46.7%	+$442.4M+65.8%	+$737.2M+195.2%	0 employees+0.0% over 3Y	-10 accounts-0.6% over 3Y
3. Fi401k Advisors CRD 168408 · Limited Liability Company	CENTENNIAL, CO	$915.0M Jan 2026	+$65.2M+7.7%	-$48.6M-5.0%	+$113.3M+14.1%	+$713.2M+353.5%	0 employees+0.0% over 3Y	-215 accounts-41.3% over 3Y
4. Peak Planning Group, LLC CRD 289891 · Limited Liability Company	CENTENNIAL, CO	$710.0M May 2026	+$59.1M+9.1%	+$479.6M+208.2%	+$585.6M+470.7%	—	+8 employees+266.7% over 3Y	+1,587 accounts+204.5% over 3Y
5. Pvg Asset Management Corp CRD 105541 · Corporation	CENTENNIAL, CO	$624.9M May 2026	+$7.0M+1.1%	+$274.2M+78.2%	+$335.9M+116.2%	+$403.9M+182.8%	+1 employees+12.5% over 3Y	-362 accounts-32.7% over 3Y
6. Jhp Wealth Management, LLC CRD 298784 · Limited Liability Company	CENTENNIAL, CO	$223.8M Feb 2026	+$51.1M+29.6%	+$61.3M+37.7%	+$95.6M+74.6%	—	-1 employees-50.0% over 3Y	+110 accounts+38.5% over 3Y
7. Ffg Retirement Counseling CRD 308305 · Limited Liability Company	CENTENNIAL, CO	$216.5M Feb 2026	+$13.2M+6.5%	+$57.2M+35.9%	+$100.2M+86.2%	—	0 employees+0.0% over 3Y	+150 accounts+25.9% over 3Y
8. Hinchley Advisory Group, LLC CRD 157860 · Limited Liability Company	CENTENNIAL, CO	$193.1M Apr 2026	+$38.9M+25.3%	—	—	+$68.4M+54.8%	0 employees+0.0% over 1Y	+78 accounts+9.3% over 1Y
9. Paller Financial Services, INC. CRD 161531 · Corporation	CENTENNIAL, CO	$147.9M Feb 2026	+$12.9M+9.5%	—	—	+$30.2M+25.7%	0 employees+0.0% over 1Y	+35 accounts+8.4% over 1Y
10. Fit Wealth Management CRD 281494 · Limited Liability Company	CENTENNIAL, CO	$147.4M Mar 2026	+$46.3M+45.8%	—	—	+$46.3M+45.8%	0 employees+0.0% over 1Y	+118 accounts+22.8% over 1Y
11. Loyd Financial Management INC. CRD 112236 · Corporation	CENTENNIAL, CO	$133.5M Feb 2026	+$18.1M+15.7%	—	—	+$30.0M+29.0%	0 employees+0.0% over 1Y	+4 accounts+0.8% over 1Y

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.