Top 10 advisors in Greenwood Village
We’ve curated a list of the best financial advisors in Greenwood Village, take a look at it below
Find an advisor in Greenwood Village1. Cetera Advisors LLC
Assets under management
$18,136,850,167
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
2. Cook Street Consulting, Inc.
Assets under management
$5,350,000,000
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
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
Investment Policy Statement Creation / Review For 3(21)a And 3(38) Erisa Plans
3. Griffis Residential Investment Advisor
Assets under management
$2,392,881,062
Fee structure
A percentage of assets under your management
INCENTIVE ALLOCATION/CARRIED INTEREST
Services offered
Portfolio Management For Pooled Investment Vehicles
4. Transform Wealth, LLC
Assets under management
$2,201,893,915
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
5. Nilsine Partners, LLC
Assets under management
$832,053,329
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
6. Wynkoop LLC
Assets under management
$684,057,040
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
- Not sure which one to choose?Use our smart matching tool
7. Icon Advisers, Inc.
Assets under management
$653,142,762
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
8. Fi401k Advisors
Assets under management
$528,532,212
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Pension Consulting Services
9. Stordahl Capital Management, Inc.
Assets under management
$424,935,241
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
- Not sure which one to choose?Use our smart matching tool
10. Investment Management Associates
Assets under management
$366,991,272
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)
How we came up with this list
To generate our top financial advisors list in Greenwood Village, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Greenwood Village. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
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