Top 8 financial advisor firms in Centennial

8 SEC-registered financial advisor firms are headquartered in Centennial, CO, with $2.89B in combined regulatory assets under management. The largest by assets are Schaefer Financial Management ($1.11B), Peak Planning Group ($710M) and JHP Wealth Management ($224M).

8
Financial advisor firms: $2.89B
Their combined AUM: $205M
Median firm AUM: 2,384
Clients of the top 8

The 8 largest by assets

1
Schaefer Financial Management
RIA
$1.11B
0.20% to 1.00% a year
2
Peak Planning Group
RIA
$710M
Regulatory AUM
3
JHP Wealth Management
RIA
$224M
0.50% to 0.90% a year
4
FFG Retirement Advisors
RIA
$216M
0.75% to 1.30% a year
5
Hinchley Advisory Group
RIA
$193M
0.50% to 2.00% a year
6
Paller Financial Services
RIA
$148M
Regulatory AUM
7
FIT Asset Management
RIA
$147M
0.85% to 1.00% a year
8
Loyd Financial Management
RIA
$134M
Regulatory AUM

Profiles of the top 8

No. 1 · RIA

Schaefer Financial Management

Schaefer Financial Management is an investment adviser based in Centennial, CO, registered with the SEC since 1989. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $1.11 billion, as filed on 26 March 2026.

Schaefer Financial Management charges 0.20%–1.00% a year for its Investment Management, Quarterly Reviews.

Regulatory AUM: $1.11B
Clients: 446
Advisory staff: 7
Founded: 1989
Fee schedule: 0.20% to 1.00% a year
Minimum account: $500,000
Headquarters: 7700 East Arapahoe Road, Suite 265, Centennial, CO 80112-6108
Phone: 303-770-6700
Website: schaeferfinancial.com

No. 2 · RIA

Peak Planning Group

Peak Planning Group is an investment adviser based in Centennial, CO, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $710 million, as filed on 9 July 2026.

Regulatory AUM: $710M
Clients: 838
Advisory staff: 7
Founded: 2017
Custodians: Charles Schwab, Raymond James
Headquarters: 5975 South Quebec Street, Suite 310, Centennial, CO 80111
Phone: 303-991-0056
Website: peakplan.com

No. 3 · RIA

JHP Wealth Management

JHP Wealth Management is an investment adviser based in Centennial, CO, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $224 million, as filed on 26 February 2026.

JHP Wealth Management charges 0.50%–0.90% a year for its Investment Management Fees.

Regulatory AUM: $224M
Clients: 124
Advisory staff: 1
Fee schedule: 0.50% to 0.90% a year
Custodians: Charles Schwab
Headquarters: 6500 S Quebec St, #215, Centennial, CO 80111
Phone: 720-580-0597

No. 4 · RIA

FFG Retirement Advisors

FFG Retirement Advisors is an investment adviser based in Centennial, CO, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $216 million, as filed on 11 February 2026.

FFG Retirement Advisors charges 0.75%–1.30% a year for its Wealth Management Services.

Regulatory AUM: $216M
Clients: 156
Advisory staff: 2
Founded: 2020
Fee schedule: 0.75% to 1.30% a year
Custodians: Charles Schwab
Headquarters: 5975 South Quebec Street, Suite 130, Centennial, CO 80111
Phone: 303-327-8100
Website: ffgretirement.com

No. 5 · RIA

Hinchley Advisory Group

Hinchley Advisory Group is an investment adviser based in Centennial, CO, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $193 million, as filed on 6 April 2026.

Hinchley Advisory Group charges 0.50%–2.00% a year for its Portfolio Management Services.

Regulatory AUM: $193M
Clients: 296
Advisory staff: 1
Fee schedule: 0.50% to 2.00% a year
Custodians: Charles Schwab
Headquarters: 6746 South Revere Parkway, Suite B-140, Centennial, CO 80112
Phone: 303-284-8081
Website: hinchleyandco.com

No. 6 · RIA

Paller Financial Services

Paller Financial Services is an investment adviser based in Centennial, CO, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $148 million, as filed on 3 February 2026.

Regulatory AUM: $148M
Clients: 161
Advisory staff: 4
Custodians: Charles Schwab
Headquarters: 9000 E Nichols Avenue, Suite 120, Centennial, CO 80112
Phone: 303-858-0045
Website: pallerfinancial.com

No. 7 · RIA

FIT Asset Management

FIT Asset Management is an investment adviser based in Centennial, CO, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $147 million, as filed on 23 March 2026.

FIT Asset Management charges 0.85%–1.00% a year for its Wealth Management Services.

Regulatory AUM: $147M
Clients: 214
Advisory staff: 3
Fee schedule: 0.85% to 1.00% a year
Minimum account: $100,000
Custodians: Charles Schwab
Headquarters: 6341 S. Troy Circle Unit E, Centennial, CO 80111
Phone: 303-618-3587
Website: fitassetmanagement.com

No. 8 · RIA

Loyd Financial Management

Loyd Financial Management is an investment adviser based in Centennial, CO, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $134 million, as filed on 26 February 2026.

Regulatory AUM: $134M
Clients: 149
Advisory staff: 1
Custodians: Charles Schwab
Headquarters: 7475 East Peakview Avenue,, Building 10, Centennial, CO 80111
Phone: 303-779-0987

Questions about financial advisors in Centennial

How many financial advisor firms are headquartered in Centennial?

8 SEC-registered financial advisor firms report their principal office in Centennial, CO, managing $2.89B in regulatory assets between them. The other 3 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Centennial?

Schaefer Financial Management, with $1.11B in regulatory assets under management on its latest Form ADV. The next largest are Peak Planning Group ($710M) and JHP Wealth Management ($224M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Centennial?

The median firm manages $205M in regulatory assets. That is the midpoint of the 8 firms headquartered in Centennial.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Centennial charge?

Of the 8 largest firms, 5 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.90% to 2.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Centennial?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Centennial has 8 financial advisor firms; see every adviser in the city →

The 8 largest by assets

Profiles of the top 8

Questions about financial advisors in Centennial

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