# Financial advisors in Englewood, CO

> AdvisorCensus lists 29 investment advisory firms with a principal office in Englewood, 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/englewood

## At a glance

- Investment advisory firms: 29
- Registration: SEC-registered investment adviser: 17, State-registered investment adviser: 7, Exempt reporting adviser: 5
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 9 (38%); Percentage of assets 22 (92%); Hourly charges 9 (38%); Subscription fees (newsletter or periodical) 1 (4%); Fixed fees 13 (54%); Commissions 1 (4%); Performance-based fees 3 (13%); Other 4 (17%); No compensation arrangements reported 5
- Regulatory assets under management (Item 5.F): Under $25 million 2 (7%); $25 million to $100 million 6 (21%); $100 million to $500 million 12 (41%); $500 million to $1 billion 2 (7%); Over $5 billion 1 (3%); Not reported 6 (21%)
- Years registered: Under 5 years 15 (52%); 5 to 9 years 2 (7%); 10 to 19 years 7 (24%); 20 years or more 5 (17%)

## Firms (page 1 of 1, 1 to 29 of 29, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Advanced Investments](https://advisorcensus.com/firm/advanced-investments-englewood-co-112924) ([md](https://advisorcensus.com/firm/advanced-investments-englewood-co-112924.md)) | 112924 | Englewood, CO | State-registered investment adviser | $25 million to $100 million | 27 | % of assets, Commissions |
| [Blue Heron Capital](https://advisorcensus.com/firm/blue-heron-capital-englewood-co-339475) ([md](https://advisorcensus.com/firm/blue-heron-capital-englewood-co-339475.md)) | 339475 | Englewood, CO | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Blue Sky Asset Management, LLC](https://advisorcensus.com/firm/blue-sky-asset-management-llc-englewood-co-167686) ([md](https://advisorcensus.com/firm/blue-sky-asset-management-llc-englewood-co-167686.md)) | 167686 | Englewood, CO | SEC-registered investment adviser | $25 million to $100 million | 13 | Other |
| [Boulder Asset Management](https://advisorcensus.com/firm/boulder-asset-management-englewood-co-107636) ([md](https://advisorcensus.com/firm/boulder-asset-management-englewood-co-107636.md)) | 107636 | Englewood, CO | SEC-registered investment adviser | $100 million to $500 million | 35 | % of assets, Fixed fee |
| [BXM Wealth LLC](https://advisorcensus.com/firm/bxm-wealth-llc-englewood-co-332544) ([md](https://advisorcensus.com/firm/bxm-wealth-llc-englewood-co-332544.md)) | 332544 | Englewood, CO | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [Cherry Creek Investment Advisors Inc](https://advisorcensus.com/firm/cherry-creek-investment-advisors-inc-englewood-co-107426) ([md](https://advisorcensus.com/firm/cherry-creek-investment-advisors-inc-englewood-co-107426.md)) | 107426 | Englewood, CO | SEC-registered investment adviser | $100 million to $500 million | 31 | % of assets |
| [Cofound Ventures Management, LLC](https://advisorcensus.com/firm/cofound-ventures-management-llc-englewood-co-315294) ([md](https://advisorcensus.com/firm/cofound-ventures-management-llc-englewood-co-315294.md)) | 315294 | Englewood, CO | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Copper River Advisors LLC](https://advisorcensus.com/firm/copper-river-advisors-llc-englewood-co-173394) ([md](https://advisorcensus.com/firm/copper-river-advisors-llc-englewood-co-173394.md)) | 173394 | Englewood, CO | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly, Fixed fee |
| [Essential Investment Partners, LLC](https://advisorcensus.com/firm/essential-investment-partners-llc-englewood-co-149509) ([md](https://advisorcensus.com/firm/essential-investment-partners-llc-englewood-co-149509.md)) | 149509 | Englewood, CO | SEC-registered investment adviser | $100 million to $500 million | 17 | % of assets |
| [Follow-On Management LLC](https://advisorcensus.com/firm/follow-on-management-llc-englewood-co-324674) ([md](https://advisorcensus.com/firm/follow-on-management-llc-englewood-co-324674.md)) | 324674 | Englewood, CO | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Fowler Tax Advisors LLC](https://advisorcensus.com/firm/fowler-tax-advisors-llc-englewood-co-305347) ([md](https://advisorcensus.com/firm/fowler-tax-advisors-llc-englewood-co-305347.md)) | 305347 | Englewood, CO | State-registered investment adviser | Not reported | 6 | Other |
| [Geneos Wealth Management, Inc.](https://advisorcensus.com/firm/geneos-wealth-management-inc-englewood-co-120894) ([md](https://advisorcensus.com/firm/geneos-wealth-management-inc-englewood-co-120894.md)) | 120894 | Englewood, CO | SEC-registered investment adviser | Over $5 billion | 23 | % of assets, Hourly, Fixed fee |
| [Golden Chain Capital](https://advisorcensus.com/firm/golden-chain-capital-englewood-co-334482) ([md](https://advisorcensus.com/firm/golden-chain-capital-englewood-co-334482.md)) | 334482 | Englewood, CO | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Huntington Industrial Investments LLC](https://advisorcensus.com/firm/huntington-industrial-investments-llc-englewood-co-298665) ([md](https://advisorcensus.com/firm/huntington-industrial-investments-llc-englewood-co-298665.md)) | 298665 | Englewood, CO | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Legionce Investment Advisors, Inc.](https://advisorcensus.com/firm/legionce-investment-advisors-inc-englewood-co-112472) ([md](https://advisorcensus.com/firm/legionce-investment-advisors-inc-englewood-co-112472.md)) | 112472 | Englewood, CO | State-registered investment adviser | Under $25 million | 27 | % of assets, Fixed fee |
| [LEH II Management LLC](https://advisorcensus.com/firm/leh-ii-management-llc-englewood-co-328785) ([md](https://advisorcensus.com/firm/leh-ii-management-llc-englewood-co-328785.md)) | 328785 | Englewood, CO | SEC-registered investment adviser | $25 million to $100 million | 2 | % of assets, Performance fee |
| [LEH III Management LLC](https://advisorcensus.com/firm/leh-iii-management-llc-englewood-co-341093) ([md](https://advisorcensus.com/firm/leh-iii-management-llc-englewood-co-341093.md)) | 341093 | Englewood, CO | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee, Performance fee, Other |
| [Lift Asset Management](https://advisorcensus.com/firm/lift-asset-management-englewood-co-332481) ([md](https://advisorcensus.com/firm/lift-asset-management-englewood-co-332481.md)) | 332481 | Englewood, CO | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Hourly |
| [Lincoln Energy Holdings LLC](https://advisorcensus.com/firm/lincoln-energy-holdings-llc-englewood-co-333026) ([md](https://advisorcensus.com/firm/lincoln-energy-holdings-llc-englewood-co-333026.md)) | 333026 | Englewood, CO | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee, Performance fee, Other |
| [New Frontier Wealth Management](https://advisorcensus.com/firm/new-frontier-wealth-management-englewood-co-147055) ([md](https://advisorcensus.com/firm/new-frontier-wealth-management-englewood-co-147055.md)) | 147055 | Englewood, CO | State-registered investment adviser | Under $25 million | 14 | % of assets |
| [New Light Financial](https://advisorcensus.com/firm/new-light-financial-englewood-co-325546) ([md](https://advisorcensus.com/firm/new-light-financial-englewood-co-325546.md)) | 325546 | Englewood, CO | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Hourly |
| [Parsonex Advisory Services, Inc.](https://advisorcensus.com/firm/parsonex-advisory-services-inc-englewood-co-160275) ([md](https://advisorcensus.com/firm/parsonex-advisory-services-inc-englewood-co-160275.md)) | 160275 | Englewood, CO | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets, Hourly, Subscription, Fixed fee |
| [Ridgegate Advisors, LLC](https://advisorcensus.com/firm/ridgegate-advisors-llc-englewood-co-334233) ([md](https://advisorcensus.com/firm/ridgegate-advisors-llc-englewood-co-334233.md)) | 334233 | Englewood, CO | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Rigden Capital Strategies](https://advisorcensus.com/firm/rigden-capital-strategies-englewood-co-326930) ([md](https://advisorcensus.com/firm/rigden-capital-strategies-englewood-co-326930.md)) | 326930 | Englewood, CO | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Stifel Strategie Consulting Partners Ltd.](https://advisorcensus.com/firm/stifel-strategie-consulting-partners-ltd-englewood-co-335333) ([md](https://advisorcensus.com/firm/stifel-strategie-consulting-partners-ltd-englewood-co-335333.md)) | 335333 | Englewood, CO | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Stone Creek Group, LLC](https://advisorcensus.com/firm/stone-creek-group-llc-englewood-co-182512) ([md](https://advisorcensus.com/firm/stone-creek-group-llc-englewood-co-182512.md)) | 182512 | Englewood, CO | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets |
| [Wakefield Asset Management, LLLP](https://advisorcensus.com/firm/wakefield-asset-management-lllp-englewood-co-143720) ([md](https://advisorcensus.com/firm/wakefield-asset-management-lllp-englewood-co-143720.md)) | 143720 | Englewood, CO | SEC-registered investment adviser | $100 million to $500 million | 19 | % of assets, Fixed fee |
| [Wakefield Wealth Management, LLLP](https://advisorcensus.com/firm/wakefield-wealth-management-lllp-englewood-co-173997) ([md](https://advisorcensus.com/firm/wakefield-wealth-management-lllp-englewood-co-173997.md)) | 173997 | Englewood, CO | SEC-registered investment adviser | $500 million to $1 billion | 11 | % of assets, Fixed fee |
| [Wealth Watch Advisors, Inc](https://advisorcensus.com/firm/wealth-watch-advisors-inc-englewood-co-172002) ([md](https://advisorcensus.com/firm/wealth-watch-advisors-inc-englewood-co-172002.md)) | 172002 | Englewood, CO | SEC-registered investment adviser | $500 million to $1 billion | 11 | % of assets, Hourly, Fixed fee |

## Questions people ask

**How many financial advisory firms are there in Englewood, CO?**
AdvisorCensus lists 29 investment advisory firms with a principal office in Englewood, Colorado (part of the Denver metro area), from Form ADV filings as of October 2026: 17 SEC-registered, 7 state-registered, and 5 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 Englewood, CO?**
9 of the 29 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 Englewood, CO offer financial planning?**
13 of the 24 firms in Englewood, 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 Englewood, 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 9 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.

## Related pages

- [Financial advisors in Colorado](https://advisorcensus.com/advisors/co) (https://advisorcensus.com/advisors/co.md)
- [Financial advisors in Denver, CO](https://advisorcensus.com/advisors/co/denver) (https://advisorcensus.com/advisors/co/denver.md)
- [Fee-only financial advisors in Denver, CO](https://advisorcensus.com/advisors/co/denver/fee-only) (https://advisorcensus.com/advisors/co/denver/fee-only.md)
- [Flat-fee financial advisors in Denver, CO](https://advisorcensus.com/advisors/co/denver/flat-fee) (https://advisorcensus.com/advisors/co/denver/flat-fee.md)
- [Hourly financial advisors in Denver, CO](https://advisorcensus.com/advisors/co/denver/hourly) (https://advisorcensus.com/advisors/co/denver/hourly.md)
- [Financial advisors for business owners in Denver, CO](https://advisorcensus.com/advisors/co/denver/business-owners) (https://advisorcensus.com/advisors/co/denver/business-owners.md)
- [Financial advisors for cryptocurrency holders in Denver, CO](https://advisorcensus.com/advisors/co/denver/cryptocurrency-holders) (https://advisorcensus.com/advisors/co/denver/cryptocurrency-holders.md)
- [Financial advisors for financial independence and early retirement in Denver, CO](https://advisorcensus.com/advisors/co/denver/financial-independence-and-early-retirement) (https://advisorcensus.com/advisors/co/denver/financial-independence-and-early-retirement.md)
- [Financial advisors for pre-retirees in Denver, CO](https://advisorcensus.com/advisors/co/denver/pre-retirees) (https://advisorcensus.com/advisors/co/denver/pre-retirees.md)
- [Financial advisors for retirees in Denver, CO](https://advisorcensus.com/advisors/co/denver/retirees) (https://advisorcensus.com/advisors/co/denver/retirees.md)
- [Financial advisors in Greenwood Village, CO](https://advisorcensus.com/advisors/co/denver/greenwood-village) (https://advisorcensus.com/advisors/co/denver/greenwood-village.md)
- [Financial advisors in Littleton, CO](https://advisorcensus.com/advisors/co/denver/littleton) (https://advisorcensus.com/advisors/co/denver/littleton.md)
- [Financial advisors in Centennial, CO](https://advisorcensus.com/advisors/co/denver/centennial) (https://advisorcensus.com/advisors/co/denver/centennial.md)
- [Financial advisors in Lakewood, CO](https://advisorcensus.com/advisors/co/denver/lakewood) (https://advisorcensus.com/advisors/co/denver/lakewood.md)
- [Financial advisors in Parker, CO](https://advisorcensus.com/advisors/co/denver/parker) (https://advisorcensus.com/advisors/co/denver/parker.md)
- [Financial advisors in Highlands Ranch, CO](https://advisorcensus.com/advisors/co/denver/highlands-ranch) (https://advisorcensus.com/advisors/co/denver/highlands-ranch.md)
- [Financial advisors in Broomfield, CO](https://advisorcensus.com/advisors/co/denver/broomfield) (https://advisorcensus.com/advisors/co/denver/broomfield.md)
- [Financial advisors in Lone Tree, CO](https://advisorcensus.com/advisors/co/denver/lone-tree) (https://advisorcensus.com/advisors/co/denver/lone-tree.md)
- [Financial advisors in Boulder](https://advisorcensus.com/advisors/co/boulder) (https://advisorcensus.com/advisors/co/boulder.md)
- [Financial advisors in Colorado Springs](https://advisorcensus.com/advisors/co/colorado-springs) (https://advisorcensus.com/advisors/co/colorado-springs.md)
- [Financial advisors in Fort Collins](https://advisorcensus.com/advisors/co/fort-collins) (https://advisorcensus.com/advisors/co/fort-collins.md)
- [Financial advisors in Greeley](https://advisorcensus.com/advisors/co/greeley) (https://advisorcensus.com/advisors/co/greeley.md)
- [Financial advisors in Grand Junction](https://advisorcensus.com/advisors/co/grand-junction) (https://advisorcensus.com/advisors/co/grand-junction.md)
- [Financial advisors in Pueblo](https://advisorcensus.com/advisors/co/pueblo) (https://advisorcensus.com/advisors/co/pueblo.md)

Cite as: AdvisorCensus. Financial advisors in Englewood, CO: 29 firms from Form ADV filings as of October 2026.