Top 10 financial advisor firms in Englewood

10 SEC-registered financial advisor firms are headquartered in Englewood, CO, with $3.03B in combined regulatory assets under management. The largest by assets are Wealth Watch Advisors ($612M), Wakefield Wealth Management, LLLP ($513M) and Wakefield Asset Management, LLLP ($454M).

10
Financial advisor firms: $3.03B
Their combined AUM: $241M
Median firm AUM: 5,304
Clients of the top 10

The 10 largest by assets

1
Wealth Watch Advisors
RIA
$612M
0.77% to 1.95% a year
2
Wakefield Wealth Management, LLLP
RIA
$513M
Regulatory AUM
3
Wakefield Asset Management, LLLP
RIA
$454M
Regulatory AUM
4
Cherry Creek Investment Advisors
RIA
$352M
0.75% to 1.50% a year
5
The Stone Creek Group
RIA
$251M
0.40% to 1.30% a year
6
BXM Wealth
RIA
$231M
0.40% to 0.90% a year
7
Essential Investment Partners
RIA
$223M
Regulatory AUM
8
Rigden Enterprises
RIA
$169M
0.60% to 1.10% a year
9
Ridgegate Advisors
RIA
$119M
Up to 2.00% a year
10
BHC Wealth Management
RIA
$102M
Up to 1.75% a year

Profiles of the top 10

No. 1 · RIA

Wealth Watch Advisors

Wealth Watch Advisors is an investment adviser based in Englewood, CO, registered with the SEC since 2015. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $612 million, as filed on 6 July 2026.

Wealth Watch Advisors charges 0.77%–1.95% a year for its Portfolio Management Services.

Regulatory AUM: $612M
Clients: 3,587
Advisory staff: 52
Fee schedule: 0.77% to 1.95% a year
Custodians: Charles Schwab
Headquarters: S Valley Hwy, 8310, Englewood, CO 80112
Phone: 855-822-3708
Website: wealthwatchadvisors.com

No. 2 · RIA

Wakefield Wealth Management, LLLP

Wakefield Wealth Management, LLLP is an investment adviser based in Englewood, CO, registered with the SEC since 2015. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $513 million, as filed on 30 March 2026.

Regulatory AUM: $513M
Clients: 157
Advisory staff: 2
Custodians: Charles Schwab, Fidelity
Headquarters: 7887 E. Belleview Ave, Suite 800, Englewood, CO 80111
Phone: 303-771-0630
Website: wakefieldwealth.com

No. 3 · RIA

Wakefield Asset Management, LLLP

Wakefield Asset Management, LLLP is an investment adviser based in Englewood, CO, registered with the SEC since 2007. It provides investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $454 million, as filed on 30 March 2026.

Regulatory AUM: $454M
Clients: 201
Advisory staff: 3
Custodians: Charles Schwab, Fidelity
Headquarters: 7887 East Belleview Ave, Suite #800, Englewood, CO 80111
Phone: 303-771-0630
Website: wakefieldasset.com

No. 4 · RIA

Cherry Creek Investment Advisors

Cherry Creek Investment Advisors is an investment adviser based in Englewood, CO, registered with the SEC since 1994. 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 $352 million, as filed on 28 May 2026.

Cherry Creek Investment Advisors charges 0.75%–1.50% a year for its Full-service asset management.

Regulatory AUM: $352M
Clients: 382
Advisory staff: 2
Founded: 1994
Fee schedule: 0.75% to 1.50% a year
Custodians: Charles Schwab
Headquarters: 68 Inverness Lane East #206, Englewood, CO 80112
Phone: 303-320-5774
Website: cherrycreekinvestmentadvisors.com

No. 5 · RIA

The Stone Creek Group

The Stone Creek Group is an investment adviser based in Englewood, CO, registered with the SEC since 2022. It provides investment management. Its clients include high-net-worth individuals, corporations and other businesses, and pooled investment vehicles. Its regulatory assets under management total $251 million, as filed on 15 September 2026.

The Stone Creek Group charges 0.40%–1.30% a year for its Asset management.

Regulatory AUM: $251M
Clients: 92
Advisory staff: 1
Fee schedule: 0.40% to 1.30% a year
Custodians: Charles Schwab
Headquarters: 2390 W. Dartmouth, Englewood, CO 80110
Phone: 303-226-7370
Website: stonecreekgroup.com

No. 6 · RIA

BXM Wealth

BXM Wealth is an investment adviser based in Englewood, CO, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $231 million, as filed on 9 September 2026.

BXM Wealth charges 0.40%–0.90% a year for its Portfolio management.

Regulatory AUM: $231M
Clients: 61
Advisory staff: 5
Founded: 2024
Fee schedule: 0.40% to 0.90% a year
Custodians: SEI Investments Management, Fidelity
Headquarters: 8310 S Valley Highway, Suite 300, BXM Wealth, Englewood, CO 80112
Phone: 303-704-2592
Website: bxmwealth.com

No. 7 · RIA

Essential Investment Partners

Essential Investment Partners is an investment adviser based in Englewood, CO, registered with the SEC since 2009. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $223 million, as filed on 30 March 2026.

Regulatory AUM: $223M
Clients: 79
Advisory staff: 2
Headquarters: 7887 E Belleview Ave, Suite 1275, Englewood, CO 80111
Phone: 303-333-8498
Website: essentialinvestment.com

No. 8 · RIA

Rigden Enterprises

Rigden Enterprises is an investment adviser based in Englewood, CO, registered with the SEC since 2025. 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 $169 million, as filed on 8 June 2026.

Rigden Enterprises charges 0.60%–1.10% a year for its Asset Management.

Regulatory AUM: $169M
Clients: 334
Advisory staff: 6
Fee schedule: 0.60% to 1.10% a year
Minimum account: $250,000
Custodians: MTG, Charles Schwab, Apex Clearing
Headquarters: 384 Inverness Pkwy, Suite 240, Englewood, CO 80112
Phone: 303-351-1618
Website: rigdencapital.com

No. 9 · RIA

Ridgegate Advisors

Ridgegate Advisors is an investment adviser based in Englewood, CO, registered with the SEC since 2025. 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 $119 million, as filed on 25 March 2026.

Ridgegate Advisors charges up to 2.00% a year for its Investment Management Fees.

Regulatory AUM: $119M
Clients: 206
Advisory staff: 7
Fee schedule: Up to 2.00% a year
Minimum account: $500,000
Custodians: Charles Schwab, Fidelity
Headquarters: 8310 S Valley Highway, Suite 480, Englewood, CO 80112
Phone: 303-791-2253
Website: ridgegatefinancial.com

No. 10 · RIA

BHC Wealth Management

BHC Wealth Management is an investment adviser based in Englewood, CO, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $102 million, as filed on 20 March 2026.

BHC Wealth Management charges up to 1.75% a year for its Investment Management Fees and Compensation.

Regulatory AUM: $102M
Clients: 205
Advisory staff: 3
Fee schedule: Up to 1.75% a year
Minimum account: $250,000
Custodians: Charles Schwab
Headquarters: 2 Inverness Drive E., Suite 106, Englewood, CO 80112
Phone: 720-488-8604
Website: yourmoneyyourretirement.com

Questions about financial advisors in Englewood

How many financial advisor firms are headquartered in Englewood?

10 SEC-registered financial advisor firms report their principal office in Englewood, CO, managing $3.03B in regulatory assets between them. The other 4 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 Englewood?

Wealth Watch Advisors, with $612M in regulatory assets under management on its latest Form ADV. The next largest are Wakefield Wealth Management, LLLP ($513M) and Wakefield Asset Management, LLLP ($454M).

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

How large is a typical financial advisor firm in Englewood?

The median firm manages $241M in regulatory assets. That is the midpoint of the 10 firms headquartered in Englewood.

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

How much do financial advisors in Englewood charge?

Of the 10 largest firms, 7 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 Englewood?

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

Englewood has 10 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Englewood

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