Top 10 financial advisors in Greenwood Village, CO
We've curated a list of the best financial advisors in Greenwood Village, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $18,136,850,167 Number of advisors 1047 advisors | |||
| 2 | Assets under management $2,201,893,915 Number of advisors 26 advisors | |||
| 3 | Assets under management $832,053,329 Number of advisors 12 advisors | |||
| 4 | Assets under management $653,142,762 Number of advisors 13 advisors | |||
| 5 | Assets under management $424,935,241 Number of advisors 7 advisors | |||
| 6 | Assets under management $366,991,272 Number of advisors 6 advisors | |||
| 7 | Assets under management $352,775,548 Number of advisors 11 advisors | |||
| 8 | Assets under management $309,310,113 Number of advisors 16 advisors | |||
| 9 | Assets under management $279,446,969 Number of advisors 5 advisors | |||
| 10 | Assets under management $199,950,993 Number of advisors 6 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Greenwood Village, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Cetera Advisors LLC
Cetera Advisors LLC is a financial advisory firm based in Greenwood Village, Colorado. It currently has approximately $18,136,850,167 of assets under management and employs about 1047 people. Cetera Advisors LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and commissions.
$18,136,850,167 under management
1047 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
Transform Wealth, LLC
Transform Wealth, LLC is a registered investment advisor established in 2011, offering fee-only wealth management, financial planning, and consultation services. As a fiduciary advisor, Transform Wealth is committed to acting in clients' best interests, providing a professional standard of care, loyalty, and transparent fee structures. The firm is managed by Nathan Kubik and David Kubik and is part of the Focus Financial Partners, LLC partnership. Transform Wealth's investment strategies include a mix of asset classes tailored to individual client needs, with a focus on liquidity, diversification, and risk analysis. The firm manages discretionary and non-discretionary accounts, with a minimum portfolio size requirement of $500,000 for wealth management services. Transform Wealth primarily uses Charles Schwab & Co. as its custodian and does not receive soft dollar benefits. The firm does not have any performance-based fee clients and has not been subject to any disciplinary events in the past ten years. Transform Wealth does not accept compensation for recommending securities or products and maintains a Code of Ethics to ensure ethical conduct. The firm does not offer wrap fee programs and had discretionary assets under management of $3,004,776,502 as of December 31, 2024. For more details, clients can refer to Transform Wealth's brochure or contact the firm directly.
$2,201,893,915 under management
26 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
ASSETS ON 3RD PARTY PLATFORMS. SEE 5.D.
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Sub-advisory Services, Credit And Cash Management Solutions
Nilsine Partners, LLC
Nilsine Partners, LLC is a financial advisory firm based in Greenwood Village, Colorado. It currently has approximately $832,053,329 of assets under management and employs about 12 people. Nilsine Partners, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
$832,053,329 under management
12 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Icon Advisers, Inc.
Icon Advisers, Inc. is a financial advisory firm based in Greenwood Village, Colorado. It currently has approximately $653,142,762 of assets under management and employs about 13 people. Icon Advisers, Inc. uses a fee structure of a percentage of assets under your management and asset-based fee from model-only recipients.
$653,142,762 under management
13 advisors
Fee structure
A percentage of assets under your management
ASSET-BASED FEE FROM MODEL-ONLY RECIPIENTS
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Provide Model Allocations That Include The Icon Funds
Stordahl Capital Management, Inc.
Stordahl Capital Management, Inc. is an independent wealth management firm established in 2009 under the laws of Colorado, specializing in financial planning, consulting, and asset management services. As a fiduciary, the firm prioritizes clients' best interests and offers services tailored to individual needs. SCM's investment strategy is evidence-based, focusing on market efficiency, global diversification, and minimizing expenses to enhance returns. The firm offers financial planning and consulting services covering cash flow, savings, liability and risk management, estate planning, tax strategies, and investment management. SCM's Comprehensive Wealth Management service includes asset management and financial planning, with fees based on a tiered structure. The firm manages over $424 million in assets as of 12/31/22, with $12.49 million under discretionary management. Clients are encouraged to review the Brochure for detailed information on services, fees, risks, and potential conflicts of interest. SCM does not charge performance-based fees, requires a minimum household asset level of $1 million for new clients, and recommends Charles Schwab & Co., Inc. as a custodian. The firm does not receive referral fees, pays no commissions for client referrals, and does not engage in directed brokerage. Clients have investment discretion, and SCM does not vote client securities. The firm has no disciplinary events and does not provide financial information due to its financial stability and commitment to meeting client obligations.
$424,935,241 under management
7 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Investment Management Associates
Investment Management Associates, Inc. is a Registered Investment Adviser located in Greenwood Village, CO, established in 1979. The firm specializes in retirement investing and income generation, offering ongoing discretionary investment management services to clients. Clients have the option for non-discretionary investment management upon request. The firm primarily allocates client assets among equities, options, and debt securities based on individual client profiles, goals, risk tolerance, and income needs. Clients have the ability to provide standing instructions regarding their investments and can choose between discretionary and non-discretionary accounts. The firm charges advisory fees up to 1.5% of assets under management, billed quarterly in advance. Clients may make additions or withdrawals to their accounts at any time, subject to certain conditions. Investment strategies focus on undervalued stocks with an emphasis on quality, valuation, and growth. The firm does not engage in performance-based fees or side-by-side management. Clients include individuals, high net worth individuals, foundations, trusts, and corporations, with a minimum initial account value of $500,000. The firm does not participate in Wrap Fee programs and manages over $480 million on a discretionary basis as of February 29, 2024. Clients receive quarterly account statements and written reports detailing their positions and performance. The firm does not accept proxy authority to vote client securities. Investment Management Associates, Inc. has no disciplinary history and does not engage in other financial industry activities or affiliations.
$366,991,272 under management
6 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Heirloom Wealth Management LLC
Heirloom Wealth Management LLC is a financial advisory firm based in Greenwood Village, Colorado. It currently has approximately $352,775,548 of assets under management and employs about 11 people. Heirloom Wealth Management LLC uses a fee structure of a percentage of assets under your management and fixed fees.
$352,775,548 under management
11 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Denver Wealth Management, Inc.
Denver Wealth Management, Inc. is a financial advisory firm based in Greenwood Village, Colorado. It currently has approximately $309,310,113 of assets under management and employs about 16 people. Denver Wealth Management, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$309,310,113 under management
16 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Noble Wealth Management P.b.c.
Noble Wealth Management Public Benefit Corporation is an investment adviser firm established in September 2022, with Christopher Rhyme as the principal owner and Daniel Newman as the Chief Compliance Officer. The firm offers asset management services, including discretionary and non-discretionary asset management, financial planning, and consulting services. Clients can choose between hourly or fixed fees for financial planning services. The firm requires a minimum account size of $500,000, which may be lowered or waived in certain instances. Noble Wealth Management charges an annual investment advisory fee based on a tiered fee schedule ranging from 0.50% to 1.00% for asset management services. The firm does not sponsor wrap fee programs and has Client assets under management of $328,595,142 for discretionary amounts and $10,096,958 for non-discretionary amounts as of December 31, 2024. Clients have the option to grant NWM discretionary authority for trading, and the firm may engage sub-advisors to manage client accounts. NWM follows a macro-environmental approach to tactical asset allocation and uses fundamental, technical, and quantitative analysis for security analysis. The firm discloses potential risks associated with investments, such as market risk, interest-rate risk, and liquidity risk, and has not been involved in any disciplinary actions. NWM has a Code of Ethics in place to ensure the best interests of clients are prioritized. The firm does not have any financial conditions impairing its ability to meet client commitments and has not filed for bankruptcy in the past ten years.
$279,446,969 under management
5 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Tandem Financial, LLC
Tandem Financial, LLC is a Registered Investment Adviser established in 2018, located in Greenwood Village, CO. The firm specializes in helping clients build, manage, and preserve their wealth, offering services to individuals, high-net-worth individuals, estates, trusts, foundations, charities, businesses, and pension plans. They provide investment and wealth management services, financial planning, retirement plan services, and legacy management services. Most accounts are managed on a discretionary basis, allowing Tandem Financial to buy or sell securities without client approval within the expected risk allocation. The firm uses various methods of analysis, including charting, fundamental analysis, technical analysis, and cyclical analysis, to determine asset allocation and security selection. Tandem Financial acts as a fiduciary, putting clients' interests first and disclosing any conflicts of interest, such as recommending insurance products. The firm charges a maximum annual advisory fee of 1.00%, which is negotiable, and fees are deducted directly from client accounts. Tandem Financial does not charge performance-based fees, and clients have the right to decide on the implementation of recommendations. The firm does not have any disciplinary information to report and does not participate in wrap fee programs. As of December 31, 2024, the firm has $291,204,848 in assets under management.
$199,950,993 under management
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Greenwood Village, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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