# Financial advisors in Centennial, CO

> AdvisorCensus lists 22 investment advisory firms with a principal office in Centennial, Colorado (part of the Denver metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full Denver metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/co/denver/centennial

## At a glance

- Investment advisory firms: 22
- Registration: SEC-registered investment adviser: 11, State-registered investment adviser: 9, Exempt reporting adviser: 2
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 10 (50%); Percentage of assets 20 (100%); Hourly charges 8 (40%); Fixed fees 11 (55%); No compensation arrangements reported 2
- Regulatory assets under management (Item 5.F): Under $25 million 5 (23%); $25 million to $100 million 4 (18%); $100 million to $500 million 6 (27%); $500 million to $1 billion 3 (14%); $1 billion to $5 billion 2 (9%); Not reported 2 (9%)
- Years registered: Under 5 years 10 (45%); 5 to 9 years 5 (23%); 10 to 19 years 3 (14%); 20 years or more 4 (18%)

## Firms (page 1 of 1, 1 to 22 of 22, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Aventus Wealth Management LLC](https://advisorcensus.com/firm/aventus-wealth-management-llc-centennial-co-338332) ([md](https://advisorcensus.com/firm/aventus-wealth-management-llc-centennial-co-338332.md)) | 338332 | Centennial, CO | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Colorado Financial Service Corporation](https://advisorcensus.com/firm/colorado-financial-service-corporation-centennial-co-104343) ([md](https://advisorcensus.com/firm/colorado-financial-service-corporation-centennial-co-104343.md)) | 104343 | Centennial, CO | State-registered investment adviser | $25 million to $100 million | 13 | % of assets, Hourly, Fixed fee |
| [Eliason Wealth Management LLC](https://advisorcensus.com/firm/eliason-wealth-management-llc-centennial-co-318316) ([md](https://advisorcensus.com/firm/eliason-wealth-management-llc-centennial-co-318316.md)) | 318316 | Centennial, CO | State-registered investment adviser | Under $25 million | 4 | % of assets, Fixed fee |
| [FFG Retirement Counseling](https://advisorcensus.com/firm/ffg-retirement-counseling-centennial-co-308305) ([md](https://advisorcensus.com/firm/ffg-retirement-counseling-centennial-co-308305.md)) | 308305 | Centennial, CO | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee |
| [FI401K Advisors](https://advisorcensus.com/firm/fi401k-advisors-centennial-co-168408) ([md](https://advisorcensus.com/firm/fi401k-advisors-centennial-co-168408.md)) | 168408 | Centennial, CO | SEC-registered investment adviser | $500 million to $1 billion | 10 | % of assets, Fixed fee |
| [FIT Wealth Management](https://advisorcensus.com/firm/fit-wealth-management-centennial-co-281494) ([md](https://advisorcensus.com/firm/fit-wealth-management-centennial-co-281494.md)) | 281494 | Centennial, CO | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Hinchley Advisory Group, LLC](https://advisorcensus.com/firm/hinchley-advisory-group-llc-centennial-co-157860) ([md](https://advisorcensus.com/firm/hinchley-advisory-group-llc-centennial-co-157860.md)) | 157860 | Centennial, CO | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [Irving Planning & Investments, Ltd.](https://advisorcensus.com/firm/irving-planning-and-investments-ltd-centennial-co-109978) ([md](https://advisorcensus.com/firm/irving-planning-and-investments-ltd-centennial-co-109978.md)) | 109978 | Centennial, CO | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly |
| [JHP Wealth Management, LLC](https://advisorcensus.com/firm/jhp-wealth-management-llc-centennial-co-298784) ([md](https://advisorcensus.com/firm/jhp-wealth-management-llc-centennial-co-298784.md)) | 298784 | Centennial, CO | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets |
| [Loyd Financial Management Inc.](https://advisorcensus.com/firm/loyd-financial-management-inc-centennial-co-112236) ([md](https://advisorcensus.com/firm/loyd-financial-management-inc-centennial-co-112236.md)) | 112236 | Centennial, CO | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly |
| [Moore, Dorothea Jane](https://advisorcensus.com/firm/moore-dorothea-jane-centennial-co-122248) ([md](https://advisorcensus.com/firm/moore-dorothea-jane-centennial-co-122248.md)) | 122248 | Centennial, CO | State-registered investment adviser | $25 million to $100 million | 23 | % of assets, Hourly |
| [Paller Financial Services, Inc.](https://advisorcensus.com/firm/paller-financial-services-inc-centennial-co-161531) ([md](https://advisorcensus.com/firm/paller-financial-services-inc-centennial-co-161531.md)) | 161531 | Centennial, CO | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Peak Planning Group, LLC](https://advisorcensus.com/firm/peak-planning-group-llc-centennial-co-289891) ([md](https://advisorcensus.com/firm/peak-planning-group-llc-centennial-co-289891.md)) | 289891 | Centennial, CO | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Hourly, Fixed fee |
| [Pine Cone Capital](https://advisorcensus.com/firm/pine-cone-capital-centennial-co-129387) ([md](https://advisorcensus.com/firm/pine-cone-capital-centennial-co-129387.md)) | 129387 | Centennial, CO | State-registered investment adviser | Under $25 million | 22 | % of assets, Hourly |
| [Pivot Planning, LLC](https://advisorcensus.com/firm/pivot-planning-llc-centennial-co-340094) ([md](https://advisorcensus.com/firm/pivot-planning-llc-centennial-co-340094.md)) | 340094 | Centennial, CO | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [PVG Asset Management Corp](https://advisorcensus.com/firm/pvg-asset-management-corp-centennial-co-105541) ([md](https://advisorcensus.com/firm/pvg-asset-management-corp-centennial-co-105541.md)) | 105541 | Centennial, CO | SEC-registered investment adviser | $500 million to $1 billion | 38 | % of assets |
| [Raisa Energy LLC](https://advisorcensus.com/firm/raisa-energy-llc-centennial-co-313463) ([md](https://advisorcensus.com/firm/raisa-energy-llc-centennial-co-313463.md)) | 313463 | Centennial, CO | Exempt reporting adviser | Not reported | 5 | Not reported |
| [RCS Wealth Management](https://advisorcensus.com/firm/rcs-wealth-management-centennial-co-328114) ([md](https://advisorcensus.com/firm/rcs-wealth-management-centennial-co-328114.md)) | 328114 | Centennial, CO | State-registered investment adviser | Under $25 million | 2 | % of assets |
| [Schaefer Financial Management, Inc.](https://advisorcensus.com/firm/schaefer-financial-management-inc-centennial-co-110110) ([md](https://advisorcensus.com/firm/schaefer-financial-management-inc-centennial-co-110110.md)) | 110110 | Centennial, CO | SEC-registered investment adviser | $1 billion to $5 billion | 37 | % of assets, Hourly, Fixed fee |
| [Simply Steward](https://advisorcensus.com/firm/simply-steward-centennial-co-287771) ([md](https://advisorcensus.com/firm/simply-steward-centennial-co-287771.md)) | 287771 | Centennial, CO | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Fixed fee |
| [Summit Equity Partners Ltd.](https://advisorcensus.com/firm/summit-equity-partners-ltd-centennial-co-338043) ([md](https://advisorcensus.com/firm/summit-equity-partners-ltd-centennial-co-338043.md)) | 338043 | Centennial, CO | Exempt reporting adviser | Not reported | 1 | Not reported |
| [UX Wealth Partners LLC](https://advisorcensus.com/firm/ux-wealth-partners-llc-centennial-co-308983) ([md](https://advisorcensus.com/firm/ux-wealth-partners-llc-centennial-co-308983.md)) | 308983 | Centennial, CO | SEC-registered investment adviser | $1 billion to $5 billion | 6 | % of assets, Fixed fee |

## Questions people ask

**How many financial advisory firms are there in Centennial, CO?**
AdvisorCensus lists 22 investment advisory firms with a principal office in Centennial, Colorado (part of the Denver metro area), from Form ADV filings as of October 2026: 11 SEC-registered, 9 state-registered, and 2 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Centennial, CO?**
10 of the 22 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in Centennial, CO offer financial planning?**
16 of the 20 firms in Centennial, CO that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in Centennial, CO fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 10 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

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Cite as: AdvisorCensus. Financial advisors in Centennial, CO: 22 firms from Form ADV filings as of October 2026.