# 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), 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/greenwood-village

## At a glance

- Investment advisory firms: 70
- Registration: SEC-registered investment adviser: 38, State-registered investment adviser: 14, Exempt reporting adviser: 18
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 19 (37%); Percentage of assets 51 (98%); Hourly charges 22 (42%); Fixed fees 37 (71%); Commissions 2 (4%); Performance-based fees 6 (12%); Other 4 (8%); No compensation arrangements reported 18
- Regulatory assets under management (Item 5.F): Under $25 million 7 (10%); $25 million to $100 million 5 (7%); $100 million to $500 million 23 (33%); $500 million to $1 billion 9 (13%); $1 billion to $5 billion 4 (6%); Over $5 billion 3 (4%); Not reported 19 (27%)
- Years registered: Under 5 years 39 (56%); 5 to 9 years 15 (21%); 10 to 19 years 8 (11%); 20 years or more 7 (10%); Not reported 1 (1%)

## Firms (page 1 of 2, 1 to 50 of 70, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [3LINES, LLC](https://advisorcensus.com/firm/3lines-llc-greenwood-village-co-305835) ([md](https://advisorcensus.com/firm/3lines-llc-greenwood-village-co-305835.md)) | 305835 | Greenwood Village, CO | Exempt reporting adviser | Not reported | 4 | Not reported |
| [Advance Wave Partners, LLC](https://advisorcensus.com/firm/advance-wave-partners-llc-greenwood-village-co-281452) ([md](https://advisorcensus.com/firm/advance-wave-partners-llc-greenwood-village-co-281452.md)) | 281452 | Greenwood Village, CO | Exempt reporting adviser | Not reported | 0 | Not reported |
| [AG Solutions Capital, LLC](https://advisorcensus.com/firm/ag-solutions-capital-llc-greenwood-village-co-311557) ([md](https://advisorcensus.com/firm/ag-solutions-capital-llc-greenwood-village-co-311557.md)) | 311557 | Greenwood Village, CO | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Alpha Capital Family Office, LLC](https://advisorcensus.com/firm/alpha-capital-family-office-llc-greenwood-village-co-307521) ([md](https://advisorcensus.com/firm/alpha-capital-family-office-llc-greenwood-village-co-307521.md)) | 307521 | Greenwood Village, CO | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee |
| [Anthropy Partners Management Company, LLC](https://advisorcensus.com/firm/anthropy-partners-management-company-llc-greenwood-village-co-335556) ([md](https://advisorcensus.com/firm/anthropy-partners-management-company-llc-greenwood-village-co-335556.md)) | 335556 | Greenwood Village, CO | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Apache Bridge LLC](https://advisorcensus.com/firm/apache-bridge-llc-greenwood-village-co-296109) ([md](https://advisorcensus.com/firm/apache-bridge-llc-greenwood-village-co-296109.md)) | 296109 | Greenwood Village, CO | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Asset Management Group Investment Corp.](https://advisorcensus.com/firm/asset-management-group-investment-corp-greenwood-village-co-168369) ([md](https://advisorcensus.com/firm/asset-management-group-investment-corp-greenwood-village-co-168369.md)) | 168369 | Greenwood Village, CO | SEC-registered investment adviser | $100 million to $500 million | 13 | % of assets, Hourly, Performance fee |
| [Avodah Capital Group, LLC](https://advisorcensus.com/firm/avodah-capital-group-llc-greenwood-village-co-319775) ([md](https://advisorcensus.com/firm/avodah-capital-group-llc-greenwood-village-co-319775.md)) | 319775 | Greenwood Village, CO | Exempt reporting adviser | Not reported | 1 | Not reported |
| [AXS Capital, LLC](https://advisorcensus.com/firm/axs-capital-llc-greenwood-village-co-310292) ([md](https://advisorcensus.com/firm/axs-capital-llc-greenwood-village-co-310292.md)) | 310292 | Greenwood Village, CO | Exempt reporting adviser | Not reported | Not reported | Not reported |
| [Bolhan Wealth](https://advisorcensus.com/firm/bolhan-wealth-greenwood-village-co-341227) ([md](https://advisorcensus.com/firm/bolhan-wealth-greenwood-village-co-341227.md)) | 341227 | Greenwood Village, CO | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Bonanza Kings Capital, LLC](https://advisorcensus.com/firm/bonanza-kings-capital-llc-greenwood-village-co-313807) ([md](https://advisorcensus.com/firm/bonanza-kings-capital-llc-greenwood-village-co-313807.md)) | 313807 | Greenwood Village, CO | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Bright Advisors](https://advisorcensus.com/firm/bright-advisors-greenwood-village-co-338693) ([md](https://advisorcensus.com/firm/bright-advisors-greenwood-village-co-338693.md)) | 338693 | Greenwood Village, CO | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Causey Wealth LLC](https://advisorcensus.com/firm/causey-wealth-llc-greenwood-village-co-331134) ([md](https://advisorcensus.com/firm/causey-wealth-llc-greenwood-village-co-331134.md)) | 331134 | Greenwood Village, CO | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Centerpiece Wealth Advisor](https://advisorcensus.com/firm/centerpiece-wealth-advisor-greenwood-village-co-296956) ([md](https://advisorcensus.com/firm/centerpiece-wealth-advisor-greenwood-village-co-296956.md)) | 296956 | Greenwood Village, CO | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [Cherry Creek Financial Planning](https://advisorcensus.com/firm/cherry-creek-financial-planning-greenwood-village-co-342857) ([md](https://advisorcensus.com/firm/cherry-creek-financial-planning-greenwood-village-co-342857.md)) | 342857 | Greenwood Village, CO | State-registered investment adviser | Not reported | 0 | Hourly, Fixed fee |
| [Cresalta Investment Management, Inc.](https://advisorcensus.com/firm/cresalta-investment-management-inc-greenwood-village-co-339872) ([md](https://advisorcensus.com/firm/cresalta-investment-management-inc-greenwood-village-co-339872.md)) | 339872 | Greenwood Village, CO | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [DJF2, LLC](https://advisorcensus.com/firm/djf2-llc-greenwood-village-co-342342) ([md](https://advisorcensus.com/firm/djf2-llc-greenwood-village-co-342342.md)) | 342342 | Greenwood Village, CO | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Dodds Wealth, LLC](https://advisorcensus.com/firm/dodds-wealth-llc-greenwood-village-co-323632) ([md](https://advisorcensus.com/firm/dodds-wealth-llc-greenwood-village-co-323632.md)) | 323632 | Greenwood Village, CO | SEC-registered investment adviser | $500 million to $1 billion | 3 | % of assets, Hourly, Fixed fee |
| [Douglass Financial Group](https://advisorcensus.com/firm/douglass-financial-group-greenwood-village-co-167140) ([md](https://advisorcensus.com/firm/douglass-financial-group-greenwood-village-co-167140.md)) | 167140 | Greenwood Village, CO | State-registered investment adviser | Under $25 million | 13 | % of assets |
| [Downing Street Wealth Management LLC](https://advisorcensus.com/firm/downing-street-wealth-management-llc-greenwood-village-co-152983) ([md](https://advisorcensus.com/firm/downing-street-wealth-management-llc-greenwood-village-co-152983.md)) | 152983 | Greenwood Village, CO | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Empower Advisory Group, LLC](https://advisorcensus.com/firm/empower-advisory-group-llc-greenwood-village-co-112058) ([md](https://advisorcensus.com/firm/empower-advisory-group-llc-greenwood-village-co-112058.md)) | 112058 | Greenwood Village, CO | SEC-registered investment adviser | Over $5 billion | 25 | % of assets, Fixed fee |
| [Empower Capital Management, LLC](https://advisorcensus.com/firm/empower-capital-management-llc-greenwood-village-co-107272) ([md](https://advisorcensus.com/firm/empower-capital-management-llc-greenwood-village-co-107272.md)) | 107272 | Greenwood Village, CO | SEC-registered investment adviser | Over $5 billion | 30 | % of assets, Fixed fee |
| [Evergreen Private Wealth](https://advisorcensus.com/firm/evergreen-private-wealth-greenwood-village-co-324777) ([md](https://advisorcensus.com/firm/evergreen-private-wealth-greenwood-village-co-324777.md)) | 324777 | Greenwood Village, CO | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets |
| [Fiduciary Consulting Group](https://advisorcensus.com/firm/fiduciary-consulting-group-greenwood-village-co-149122) ([md](https://advisorcensus.com/firm/fiduciary-consulting-group-greenwood-village-co-149122.md)) | 149122 | Greenwood Village, CO | SEC-registered investment adviser | Over $5 billion | 17 | % of assets, Hourly, Fixed fee |
| [Fiduciary Counsel, Inc.](https://advisorcensus.com/firm/fiduciary-counsel-inc-greenwood-village-co-132866) ([md](https://advisorcensus.com/firm/fiduciary-counsel-inc-greenwood-village-co-132866.md)) | 132866 | Greenwood Village, CO | State-registered investment adviser | Under $25 million | 21 | % of assets, Hourly, Fixed fee |
| [Financially Speaking Inc](https://advisorcensus.com/firm/financially-speaking-inc-greenwood-village-co-106255) ([md](https://advisorcensus.com/firm/financially-speaking-inc-greenwood-village-co-106255.md)) | 106255 | Greenwood Village, CO | SEC-registered investment adviser | $100 million to $500 million | 35 | % of assets, Fixed fee |
| [Focused Alpha, LLC](https://advisorcensus.com/firm/focused-alpha-llc-greenwood-village-co-310591) ([md](https://advisorcensus.com/firm/focused-alpha-llc-greenwood-village-co-310591.md)) | 310591 | Greenwood Village, CO | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Hourly, Fixed fee, Commissions |
| [Foxtrot Investments Group LLC](https://advisorcensus.com/firm/foxtrot-investments-group-llc-greenwood-village-co-336720) ([md](https://advisorcensus.com/firm/foxtrot-investments-group-llc-greenwood-village-co-336720.md)) | 336720 | Greenwood Village, CO | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [Griffis Residential Investment Advisor](https://advisorcensus.com/firm/griffis-residential-investment-advisor-greenwood-village-co-166201) ([md](https://advisorcensus.com/firm/griffis-residential-investment-advisor-greenwood-village-co-166201.md)) | 166201 | Greenwood Village, CO | SEC-registered investment adviser | $1 billion to $5 billion | 13 | % of assets, Performance fee |
| [Guava Capital Management LP](https://advisorcensus.com/firm/guava-capital-management-lp-greenwood-village-co-323266) ([md](https://advisorcensus.com/firm/guava-capital-management-lp-greenwood-village-co-323266.md)) | 323266 | Greenwood Village, CO | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Hamsher Wealth Management, LLC](https://advisorcensus.com/firm/hamsher-wealth-management-llc-greenwood-village-co-284018) ([md](https://advisorcensus.com/firm/hamsher-wealth-management-llc-greenwood-village-co-284018.md)) | 284018 | Greenwood Village, CO | State-registered investment adviser | Under $25 million | 10 | % of assets, Hourly, Fixed fee, Other |
| [Harbor Financing Inc](https://advisorcensus.com/firm/harbor-financing-inc-greenwood-village-co-339066) ([md](https://advisorcensus.com/firm/harbor-financing-inc-greenwood-village-co-339066.md)) | 339066 | Greenwood Village, CO | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Heirloom Wealth Management LLC](https://advisorcensus.com/firm/heirloom-wealth-management-llc-greenwood-village-co-292277) ([md](https://advisorcensus.com/firm/heirloom-wealth-management-llc-greenwood-village-co-292277.md)) | 292277 | Greenwood Village, CO | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets, Fixed fee |
| [Icon Advisers, Inc.](https://advisorcensus.com/firm/icon-advisers-inc-greenwood-village-co-108268) ([md](https://advisorcensus.com/firm/icon-advisers-inc-greenwood-village-co-108268.md)) | 108268 | Greenwood Village, CO | SEC-registered investment adviser | $500 million to $1 billion | 35 | % of assets, Other |
| [Impact Capital Partners LLC](https://advisorcensus.com/firm/impact-capital-partners-llc-greenwood-village-co-329616) ([md](https://advisorcensus.com/firm/impact-capital-partners-llc-greenwood-village-co-329616.md)) | 329616 | Greenwood Village, CO | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets, Hourly, Fixed fee |
| [Integra Financial, Inc.](https://advisorcensus.com/firm/integra-financial-inc-greenwood-village-co-113422) ([md](https://advisorcensus.com/firm/integra-financial-inc-greenwood-village-co-113422.md)) | 113422 | Greenwood Village, CO | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [Investment Management Associates](https://advisorcensus.com/firm/investment-management-associates-greenwood-village-co-110900) ([md](https://advisorcensus.com/firm/investment-management-associates-greenwood-village-co-110900.md)) | 110900 | Greenwood Village, CO | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets, Other |
| [Isherpa Capital LLC](https://advisorcensus.com/firm/isherpa-capital-llc-greenwood-village-co-163863) ([md](https://advisorcensus.com/firm/isherpa-capital-llc-greenwood-village-co-163863.md)) | 163863 | Greenwood Village, CO | Exempt reporting adviser | Not reported | 0 | Not reported |
| [JPL Wealth Management, LLC](https://advisorcensus.com/firm/jpl-wealth-management-llc-greenwood-village-co-328474) ([md](https://advisorcensus.com/firm/jpl-wealth-management-llc-greenwood-village-co-328474.md)) | 328474 | Greenwood Village, CO | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets, Fixed fee |
| [Liftout Capital](https://advisorcensus.com/firm/liftout-capital-greenwood-village-co-327583) ([md](https://advisorcensus.com/firm/liftout-capital-greenwood-village-co-327583.md)) | 327583 | Greenwood Village, CO | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Marshall Investment Management, LLC](https://advisorcensus.com/firm/marshall-investment-management-llc-greenwood-village-co-174817) ([md](https://advisorcensus.com/firm/marshall-investment-management-llc-greenwood-village-co-174817.md)) | 174817 | Greenwood Village, CO | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [Maxq Asset Management LLC](https://advisorcensus.com/firm/maxq-asset-management-llc-greenwood-village-co-336560) ([md](https://advisorcensus.com/firm/maxq-asset-management-llc-greenwood-village-co-336560.md)) | 336560 | Greenwood Village, CO | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Meritor Capital](https://advisorcensus.com/firm/meritor-capital-greenwood-village-co-313102) ([md](https://advisorcensus.com/firm/meritor-capital-greenwood-village-co-313102.md)) | 313102 | Greenwood Village, CO | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Fixed fee |
| [MHM Capital Management, LLC](https://advisorcensus.com/firm/mhm-capital-management-llc-greenwood-village-co-343376) ([md](https://advisorcensus.com/firm/mhm-capital-management-llc-greenwood-village-co-343376.md)) | 343376 | Greenwood Village, CO | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Newell Financial Services](https://advisorcensus.com/firm/newell-financial-services-greenwood-village-co-339826) ([md](https://advisorcensus.com/firm/newell-financial-services-greenwood-village-co-339826.md)) | 339826 | Greenwood Village, CO | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Nilsine Partners, LLC](https://advisorcensus.com/firm/nilsine-partners-llc-greenwood-village-co-315694) ([md](https://advisorcensus.com/firm/nilsine-partners-llc-greenwood-village-co-315694.md)) | 315694 | Greenwood Village, CO | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets, Fixed fee |
| [Noble Wealth Management P.B.C.](https://advisorcensus.com/firm/noble-wealth-management-p-b-c-greenwood-village-co-322607) ([md](https://advisorcensus.com/firm/noble-wealth-management-p-b-c-greenwood-village-co-322607.md)) | 322607 | Greenwood Village, CO | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Nova Financial Academy Ltd](https://advisorcensus.com/firm/nova-financial-academy-ltd-greenwood-village-co-339834) ([md](https://advisorcensus.com/firm/nova-financial-academy-ltd-greenwood-village-co-339834.md)) | 339834 | Greenwood Village, CO | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Oak Street Investments](https://advisorcensus.com/firm/oak-street-investments-greenwood-village-co-288019) ([md](https://advisorcensus.com/firm/oak-street-investments-greenwood-village-co-288019.md)) | 288019 | Greenwood Village, CO | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee, Performance fee |
| [One Brick Planning & Consulting, LLC](https://advisorcensus.com/firm/one-brick-planning-and-consulting-llc-greenwood-village-co-277047) ([md](https://advisorcensus.com/firm/one-brick-planning-and-consulting-llc-greenwood-village-co-277047.md)) | 277047 | Greenwood Village, CO | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee |

- Next page: https://advisorcensus.com/advisors/co/denver/greenwood-village/page/2.md

## Questions people ask

**How many financial advisory firms are there in Greenwood Village, CO?**
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.

**How many fee-only financial advisors are in Greenwood Village, CO?**
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.

**How many financial advisors in Greenwood Village, CO offer financial planning?**
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.

**Are the financial advisors in Greenwood Village, 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 19 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 Greenwood Village, CO: 70 firms from Form ADV filings as of October 2026.