Firms by city
Registered investment advisers in Englewood, CO
14 SEC-registered advisers headquartered in Englewood, listed by regulatory assets under management as reported on Form ADV.
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14 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Geneos Wealth Management | Englewood, CO | $9.22B |
| Wealth Watch Advisors | Englewood, CO | $612M |
| Wakefield Wealth Management, LLLP | Englewood, CO | $513M |
| Wakefield Asset Management, LLLP | Englewood, CO | $454M |
| Cherry Creek Investment Advisors | Englewood, CO | $352M |
| Leh III Management | Englewood, CO | $336M |
| Lincoln Energy Holdings | Englewood, CO | $315M |
| Parsonex Advisory Services | Englewood, CO | $271M |
| The Stone Creek Group | Englewood, CO | $251M |
| BXM Wealth | Englewood, CO | $231M |
| Essential Investment Partners | Englewood, CO | $223M |
| Rigden Enterprises | Englewood, CO | $169M |
| Ridgegate Advisors | Englewood, CO | $119M |
| BHC Wealth Management | Englewood, CO | $102M |
- Headquarters
- Englewood, CO
- Regulatory AUM
- $9.22B
- Headquarters
- Englewood, CO
- Regulatory AUM
- $612M
- Headquarters
- Englewood, CO
- Regulatory AUM
- $513M
- Headquarters
- Englewood, CO
- Regulatory AUM
- $454M
- Headquarters
- Englewood, CO
- Regulatory AUM
- $352M
- Headquarters
- Englewood, CO
- Regulatory AUM
- $336M
- Headquarters
- Englewood, CO
- Regulatory AUM
- $315M
- Headquarters
- Englewood, CO
- Regulatory AUM
- $271M
- Headquarters
- Englewood, CO
- Regulatory AUM
- $251M
- Headquarters
- Englewood, CO
- Regulatory AUM
- $231M
- Headquarters
- Englewood, CO
- Regulatory AUM
- $223M
- Headquarters
- Englewood, CO
- Regulatory AUM
- $169M
- Headquarters
- Englewood, CO
- Regulatory AUM
- $119M
- Headquarters
- Englewood, CO
- Regulatory AUM
- $102M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Englewood on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Colorado.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.