Rialytix insights

Top RIA Firms in Greenwood Village, Colorado

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Greenwood Village, Colorado. This hub covers 37 matching firms with $303.8B in total reported AUM and median AUM of $298.0M.

Firms

37

Matching current profiles

Total AUM

$303.8B

Reported regulatory AUM

Median AUM

$298.0M

Across firms with AUM

Largest firm

$195.4B

Empower Advisory Group, LLC

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

FirmLocationCurrent AUM1YR AUM3YR AUM5YR AUMTotal AUMEmployee SignalAccount Signal
1. Empower Advisory Group, LLC
CRD 112058 · Limited Liability Company
GREENWOOD VILLAGE, CO$195.4B
May 2026
+$36.3B+22.8%+$79.2B+68.2%+$133.2B+213.8%+$180.4B+1203.1%+7,177 employees+821.2% over 3Y+61,052 accounts+25.9% over 3Y
2. Empower Capital Management, LLC
CRD 107272 · Limited Liability Company
GREENWOOD VILLAGE, CO$78.0B
Mar 2026
+$9.6B+14.1%+$23.5B+43.2%+$36.5B+87.9%+$61.7B+380.5%+59 employees+22.7% over 3Y+64 accounts+63.4% over 3Y
3. Fiduciary Consulting Group
CRD 149122 · Limited Liability Company
GREENWOOD VILLAGE, CO$14.7B
May 2026
+$5.9B+66.1%+$14.4B+5129.8%+$14.6B+11507.4%+$14.7B+184038.4%+39 employees+300.0% over 3Y+58 accounts+483.3% over 3Y
4. Nilsine Partners, LLC
CRD 315694 · Limited Liability Company
GREENWOOD VILLAGE, CO$1.9B
Mar 2026
+$170.4M+10.0%+$872.4M+86.4%+9 employees+100.0% over 3Y+174 accounts+12.6% over 3Y
5. Griffis Residential Investment Advisor
CRD 166201 · Limited Liability Company
GREENWOOD VILLAGE, CO$1.9B
Mar 2026
-$132.8M-6.7%+$278.0M+17.6%+$534.9M+40.5%+$1.4B+286.7%+4 employees+15.4% over 3Y+2 accounts+11.1% over 3Y
6. Wynkoop LLC
CRD 150018 · Limited Liability Company
GREENWOOD VILLAGE, CO$1.2B
Mar 2026
+$724.1M+146.8%+$521.0M+74.8%+$989.1M+433.5%+$1.1B+1395.3%-5 employees-41.7% over 3Y+5 accounts+125.0% over 3Y
7. Heirloom Wealth Management LLC
CRD 292277 · Limited Liability Company
GREENWOOD VILLAGE, CO$1.1B
Apr 2026
+$494.2M+80.5%+$755.5M+214.2%+$865.8M+357.1%+7 employees+63.6% over 3Y+1,334 accounts+113.5% over 3Y
8. Icon Advisers, INC.
CRD 108268 · Corporation
GREENWOOD VILLAGE, CO$875.9M
May 2026
+$82.3M+10.4%+$222.8M+34.1%+$39.0M+4.7%-$996.2M-53.2%+1 employees+7.7% over 3Y-309 accounts-51.0% over 3Y
9. Dodds Wealth, LLC
CRD 323632 · Limited Liability Company
GREENWOOD VILLAGE, CO$706.2M
May 2026
+$68.2M+10.7%+$276.6M+64.4%0 employees+0.0% over 3Y+1,008 accounts+305.5% over 3Y
10. Stordahl Capital Management, INC.
CRD 287916 · Corporation
GREENWOOD VILLAGE, CO$675.9M
Mar 2026
+$145.5M+27.4%+$201.4M+42.4%+$281.1M+71.2%+7 employees+175.0% over 3Y+259 accounts+33.8% over 3Y
11. Focused Alpha, LLC
CRD 310591 · Limited Liability Company
GREENWOOD VILLAGE, CO$663.9M
Mar 2026
+$102.0M+18.2%+$379.8M+133.7%+3 employees+60.0% over 3Y+993 accounts+190.6% over 3Y
12. Impact Capital Partners LLC
CRD 329616 · Limited Liability Company
GREENWOOD VILLAGE, CO$625.6M
Mar 2026
+$97.6M+18.5%-1 employees-16.7% over 1Y+173 accounts+10.2% over 1Y
13. Jpl Wealth Management, LLC
CRD 328474 · Limited Liability Company
GREENWOOD VILLAGE, CO$587.9M
Mar 2026
+$72.0M+13.9%+1 employees+20.0% over 1Y+162 accounts+17.6% over 1Y
14. Investment Management Associates
CRD 110900 · Corporation
GREENWOOD VILLAGE, CO$572.7M
Jul 2025
+$57.3M+11.1%+$249.8M+77.3%+$463.9M+426.5%+$519.0M+966.1%0 employees+0.0% over 3Y+140 accounts+32.3% over 3Y
15. Tandem Financial, LLC
CRD 292565 · Limited Liability Company
GREENWOOD VILLAGE, CO$541.8M
Mar 2026
+$250.6M+86.1%+$323.1M+147.7%+$514.1M+1855.7%+$514.1M+1855.7%0 employees+0.0% over 3Y+512 accounts+57.3% over 3Y
16. Maxq Asset Management LLC
CRD 336560 · Limited Liability Company
GREENWOOD VILLAGE, CO$407.7M
Mar 2026
0 employees+0.0% over Total
17. Noble Wealth Management P.b.c.
CRD 322607 · Corporation
GREENWOOD VILLAGE, CO$400.5M
Feb 2026
+$61.8M+18.2%+$159.6M+66.3%0 employees+0.0% over 3Y+205 accounts+43.9% over 3Y
18. Causey Wealth LLC
CRD 331134 · Limited Liability Company
GREENWOOD VILLAGE, CO$393.2M
Apr 2026
+$60.9M+18.3%+$100.7M+34.4%+1 employees+16.7% over 1Y+99 accounts+20.4% over 1Y
19. Marshall Investment Management, LLC
CRD 174817 · Limited Liability Company
GREENWOOD VILLAGE, CO$298.0M
Feb 2026
+$76.3M+34.4%+$94.3M+46.3%+$191.1M+178.7%+$197.4M+196.3%+2 employees+33.3% over 3Y+526 accounts+96.2% over 3Y
20. Alpha Capital Family Office, LLC
CRD 307521 · Limited Liability Company
GREENWOOD VILLAGE, CO$295.9M
May 2026
+$78.5M+36.1%+$128.9M+77.1%+$156.0M+111.5%+8 employees+200.0% over 3Y+135 accounts+33.8% over 3Y
21. Evergreen Private Wealth
CRD 324777 · Limited Liability Company
GREENWOOD VILLAGE, CO$264.7M
Feb 2026
+$69.6M+35.7%+1 employees+33.3% over 3Y+64 accounts+12.5% over 1Y
22. Wazee Street Capital Management LLC
CRD 159165 · Limited Liability Company
GREENWOOD VILLAGE, CO$203.4M
Apr 2026
+$15.5M+8.3%+$55.6M+37.6%-$7.7M-3.7%0 employees+0.0% over 3Y0 accounts+0.0% over 3Y
23. Wisdom Wealth Strategies
CRD 170230 · Limited Liability Company
GREENWOOD VILLAGE, CO$190.5M
Feb 2026
+$38.2M+25.0%+$70.0M+58.2%+$84.1M+79.0%0 employees+0.0% over 3Y+83 accounts+13.9% over 3Y
24. Downing Street Wealth Management LLC
CRD 152983 · Limited Liability Company
GREENWOOD VILLAGE, CO$175.6M
Mar 2026
+$17.3M+10.9%+$23.5M+15.5%0 employees+0.0% over 1Y+27 accounts+4.8% over 1Y
25. Wealthbuilders Investments
CRD 173306 · Limited Liability Company
GREENWOOD VILLAGE, CO$172.6M
Mar 2026
+$50.3M+41.1%+$66.9M+63.3%+$66.9M+63.3%+2 employees+33.3% over 3Y+255 accounts+43.4% over 3Y

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.