{
  "path": "/advisors/co/denver/greenwood-village",
  "url": "https://advisorcensus.com/advisors/co/denver/greenwood-village",
  "page_type": "metro_city",
  "title": "Financial advisors in Greenwood Village, CO",
  "filters": {},
  "scope_total": 70,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Greenwood Village, CO?",
      "a": "AdvisorCensus lists 70 investment advisory firms with a principal office in Greenwood Village, Colorado (part of the Denver metro area), from Form ADV filings as of October 2026: 38 SEC-registered, 14 state-registered, and 18 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV."
    },
    {
      "q": "How many fee-only financial advisors are in Greenwood Village, CO?",
      "a": "19 of the 70 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."
    },
    {
      "q": "How many financial advisors in Greenwood Village, CO offer financial planning?",
      "a": "39 of the 52 firms in Greenwood Village, 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."
    },
    {
      "q": "Are the financial advisors in Greenwood Village, CO fiduciaries?",
      "a": "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 19 firms that meet AdvisorCensus's fee-only test report none of those sales ties."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "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."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "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."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "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."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "Find financial advisors in Greenwood Village, CO. AdvisorCensus lists 70 investment advisory firms with a principal office in Greenwood Village, Colorado (part of the Denver metro area) 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.",
  "about_market": null,
  "citation": "AdvisorCensus. Financial advisors in Greenwood Village, CO: 70 firms from Form ADV filings as of October 2026.",
  "total_firms": 70,
  "page": 1,
  "total_pages": 2,
  "sort": "name",
  "registration_types": {
    "sec": 38,
    "state": 14,
    "exempt": 18
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 19
    },
    {
      "code": "percentage_of_aum",
      "count": 51
    },
    {
      "code": "hourly",
      "count": 22
    },
    {
      "code": "subscription",
      "count": 0
    },
    {
      "code": "fixed",
      "count": 37
    },
    {
      "code": "commissions",
      "count": 2
    },
    {
      "code": "performance_based",
      "count": 6
    },
    {
      "code": "other",
      "count": 4
    },
    {
      "code": "not_reported",
      "count": 18
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 39
    },
    {
      "code": "5_to_9",
      "count": 15
    },
    {
      "code": "10_to_19",
      "count": 8
    },
    {
      "code": "20_plus",
      "count": 7
    },
    {
      "code": "not_reported",
      "count": 1
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 7
    },
    {
      "code": "25m_100m",
      "count": 5
    },
    {
      "code": "100m_500m",
      "count": 23
    },
    {
      "code": "500m_1b",
      "count": 9
    },
    {
      "code": "1b_5b",
      "count": 4
    },
    {
      "code": "over_5b",
      "count": 3
    },
    {
      "code": "not_reported",
      "count": 19
    }
  ],
  "firms": [
    {
      "crd_number": 305835,
      "name": "3LINES, LLC",
      "name_as_filed": "3LINES, LLC",
      "url": "https://advisorcensus.com/firm/3lines-llc-greenwood-village-co-305835",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 4,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 281452,
      "name": "Advance Wave Partners, LLC",
      "name_as_filed": "ADVANCE WAVE PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/advance-wave-partners-llc-greenwood-village-co-281452",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 311557,
      "name": "AG Solutions Capital, LLC",
      "name_as_filed": "AG SOLUTIONS CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/ag-solutions-capital-llc-greenwood-village-co-311557",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 307521,
      "name": "Alpha Capital Family Office, LLC",
      "name_as_filed": "ALPHA CAPITAL FAMILY OFFICE, LLC",
      "url": "https://advisorcensus.com/firm/alpha-capital-family-office-llc-greenwood-village-co-307521",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 335556,
      "name": "Anthropy Partners Management Company, LLC",
      "name_as_filed": "ANTHROPY PARTNERS MANAGEMENT COMPANY, LLC",
      "url": "https://advisorcensus.com/firm/anthropy-partners-management-company-llc-greenwood-village-co-335556",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 296109,
      "name": "Apache Bridge LLC",
      "name_as_filed": "APACHE BRIDGE LLC",
      "url": "https://advisorcensus.com/firm/apache-bridge-llc-greenwood-village-co-296109",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 168369,
      "name": "Asset Management Group Investment Corp.",
      "name_as_filed": "ASSET MANAGEMENT GROUP INVESTMENT CORP.",
      "url": "https://advisorcensus.com/firm/asset-management-group-investment-corp-greenwood-village-co-168369",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 13,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 319775,
      "name": "Avodah Capital Group, LLC",
      "name_as_filed": "AVODAH CAPITAL GROUP, LLC",
      "url": "https://advisorcensus.com/firm/avodah-capital-group-llc-greenwood-village-co-319775",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 310292,
      "name": "AXS Capital, LLC",
      "name_as_filed": "AXS CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/axs-capital-llc-greenwood-village-co-310292",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": null,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 341227,
      "name": "Bolhan Wealth",
      "name_as_filed": "BOLHAN WEALTH",
      "url": "https://advisorcensus.com/firm/bolhan-wealth-greenwood-village-co-341227",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 313807,
      "name": "Bonanza Kings Capital, LLC",
      "name_as_filed": "BONANZA KINGS CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/bonanza-kings-capital-llc-greenwood-village-co-313807",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 338693,
      "name": "Bright Advisors",
      "name_as_filed": "BRIGHT ADVISORS",
      "url": "https://advisorcensus.com/firm/bright-advisors-greenwood-village-co-338693",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331134,
      "name": "Causey Wealth LLC",
      "name_as_filed": "CAUSEY WEALTH LLC",
      "url": "https://advisorcensus.com/firm/causey-wealth-llc-greenwood-village-co-331134",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 296956,
      "name": "Centerpiece Wealth Advisor",
      "name_as_filed": "CENTERPIECE WEALTH ADVISOR",
      "url": "https://advisorcensus.com/firm/centerpiece-wealth-advisor-greenwood-village-co-296956",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342857,
      "name": "Cherry Creek Financial Planning",
      "name_as_filed": "CHERRY CREEK FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/cherry-creek-financial-planning-greenwood-village-co-342857",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 339872,
      "name": "Cresalta Investment Management, Inc.",
      "name_as_filed": "CRESALTA INVESTMENT MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/cresalta-investment-management-inc-greenwood-village-co-339872",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342342,
      "name": "DJF2, LLC",
      "name_as_filed": "DJF2, LLC",
      "url": "https://advisorcensus.com/firm/djf2-llc-greenwood-village-co-342342",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 323632,
      "name": "Dodds Wealth, LLC",
      "name_as_filed": "DODDS WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/dodds-wealth-llc-greenwood-village-co-323632",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 3,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 167140,
      "name": "Douglass Financial Group",
      "name_as_filed": "DOUGLASS FINANCIAL GROUP",
      "url": "https://advisorcensus.com/firm/douglass-financial-group-greenwood-village-co-167140",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 13,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 152983,
      "name": "Downing Street Wealth Management LLC",
      "name_as_filed": "DOWNING STREET WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/downing-street-wealth-management-llc-greenwood-village-co-152983",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 112058,
      "name": "Empower Advisory Group, LLC",
      "name_as_filed": "EMPOWER ADVISORY GROUP, LLC",
      "url": "https://advisorcensus.com/firm/empower-advisory-group-llc-greenwood-village-co-112058",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 25,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 107272,
      "name": "Empower Capital Management, LLC",
      "name_as_filed": "EMPOWER CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/empower-capital-management-llc-greenwood-village-co-107272",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 30,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 324777,
      "name": "Evergreen Private Wealth",
      "name_as_filed": "EVERGREEN PRIVATE WEALTH",
      "url": "https://advisorcensus.com/firm/evergreen-private-wealth-greenwood-village-co-324777",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 149122,
      "name": "Fiduciary Consulting Group",
      "name_as_filed": "FIDUCIARY CONSULTING GROUP",
      "url": "https://advisorcensus.com/firm/fiduciary-consulting-group-greenwood-village-co-149122",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 17,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 132866,
      "name": "Fiduciary Counsel, Inc.",
      "name_as_filed": "FIDUCIARY COUNSEL, INC.",
      "url": "https://advisorcensus.com/firm/fiduciary-counsel-inc-greenwood-village-co-132866",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 21,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106255,
      "name": "Financially Speaking Inc",
      "name_as_filed": "FINANCIALLY SPEAKING INC",
      "url": "https://advisorcensus.com/firm/financially-speaking-inc-greenwood-village-co-106255",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 35,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 310591,
      "name": "Focused Alpha, LLC",
      "name_as_filed": "FOCUSED ALPHA, LLC",
      "url": "https://advisorcensus.com/firm/focused-alpha-llc-greenwood-village-co-310591",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 5,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 336720,
      "name": "Foxtrot Investments Group LLC",
      "name_as_filed": "FOXTROT INVESTMENTS GROUP LLC",
      "url": "https://advisorcensus.com/firm/foxtrot-investments-group-llc-greenwood-village-co-336720",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 166201,
      "name": "Griffis Residential Investment Advisor",
      "name_as_filed": "GRIFFIS RESIDENTIAL INVESTMENT ADVISOR",
      "url": "https://advisorcensus.com/firm/griffis-residential-investment-advisor-greenwood-village-co-166201",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 13,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323266,
      "name": "Guava Capital Management LP",
      "name_as_filed": "GUAVA CAPITAL MANAGEMENT LP",
      "url": "https://advisorcensus.com/firm/guava-capital-management-lp-greenwood-village-co-323266",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 284018,
      "name": "Hamsher Wealth Management, LLC",
      "name_as_filed": "HAMSHER WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/hamsher-wealth-management-llc-greenwood-village-co-284018",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 10,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 339066,
      "name": "Harbor Financing Inc",
      "name_as_filed": "HARBOR FINANCING INC",
      "url": "https://advisorcensus.com/firm/harbor-financing-inc-greenwood-village-co-339066",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 292277,
      "name": "Heirloom Wealth Management LLC",
      "name_as_filed": "HEIRLOOM WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/heirloom-wealth-management-llc-greenwood-village-co-292277",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 8,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 108268,
      "name": "Icon Advisers, Inc.",
      "name_as_filed": "ICON ADVISERS, INC.",
      "url": "https://advisorcensus.com/firm/icon-advisers-inc-greenwood-village-co-108268",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 35,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329616,
      "name": "Impact Capital Partners LLC",
      "name_as_filed": "IMPACT CAPITAL PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/impact-capital-partners-llc-greenwood-village-co-329616",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 2,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 113422,
      "name": "Integra Financial, Inc.",
      "name_as_filed": "INTEGRA FINANCIAL, INC.",
      "url": "https://advisorcensus.com/firm/integra-financial-inc-greenwood-village-co-113422",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110900,
      "name": "Investment Management Associates",
      "name_as_filed": "INVESTMENT MANAGEMENT ASSOCIATES",
      "url": "https://advisorcensus.com/firm/investment-management-associates-greenwood-village-co-110900",
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      }
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      {
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      },
      {
        "path": "/advisors/co/denver/cryptocurrency-holders",
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        "label": "Financial advisors for cryptocurrency holders in Denver, CO"
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      {
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        "label": "Financial advisors for financial independence and early retirement in Denver, CO"
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      {
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        "label": "Financial advisors for pre-retirees in Denver, CO"
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      {
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        "label": "Financial advisors for retirees in Denver, CO"
      }
    ]
  },
  "csv": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}