Top 10 financial advisor firms in Greenwood Village

28 SEC-registered financial advisor firms are headquartered in Greenwood Village, CO, with $207B in combined regulatory assets under management. The largest by assets are Empower Advisory Group ($195B), Nilsine Partners ($1.88B) and Heirloom Wealth Management ($1.11B).

28
Financial advisor firms: $207B
Their combined AUM: $297M
Median firm AUM: 300,795
Clients of the top 10

The 10 largest by assets

1
Empower Advisory Group
RIA
$195B
0.49% to 0.89% a year
2
Nilsine Partners
RIA
$1.88B
Up to 1.80% a year
3
Heirloom Wealth Management
RIA
$1.11B
Up to 1.75%
4
Investment Management Associates
RIA
$810M
1.00% to 1.50%
5
Dodds Wealth
RIA
$706M
Up to 1.00% a year
6
Stordahl Capital Management
RIA
$676M
0.50% to 1.00% a year
7
Focused Alpha
RIA
$664M
Up to 2.50%
8
Impact Capital Partners
RIA
$626M
Up to 2.00% a year
9
Owl Creek Wealth Partners
RIA
$602M
0.50% to 0.95% a year
10
JPL Wealth Management
RIA
$588M
0.50% to 1.00% a year

Profiles of the top 10

No. 1 · RIA

Empower Advisory Group

Empower Advisory Group is an investment adviser based in Greenwood Village, CO, registered with the SEC since 2000. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals and state or municipal government entities. Its regulatory assets under management total $195 billion, as filed on 9 July 2026.

Empower Advisory Group charges 0.49%–0.89% a year for its Personal Strategy Advisory Services.

Regulatory AUM: $195B
Clients: 297,074
Advisory staff: 6,138
Fee schedule: 0.49% to 0.89% a year
Custodians: Empower, State Street Bank and Trust, Pershing
Headquarters: 8515 East Orchard RD 4t2, Greenwood Village, CO 80111
Phone: 866-575-4977
Website: empower.com

No. 2 · RIA

Nilsine Partners

Nilsine Partners is an investment adviser based in Greenwood Village, CO, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and pooled investment vehicles. Its regulatory assets under management total $1.88 billion, as filed on 24 March 2026.

Nilsine Partners charges up to 1.80% a year for its Portfolio Management.

Regulatory AUM: $1.88B
Clients: 559
Advisory staff: 12
Founded: 2021
Fee schedule: Up to 1.80% a year
Custodians: Charles Schwab
Headquarters: 5675 DTC Boulevard, Suite 175, Greenwood Village, CO 80111
Phone: 303-529-5800
Website: nilsinepartners.com

No. 3 · RIA

Heirloom Wealth Management

Heirloom Wealth Management is an investment adviser based in Greenwood Village, CO, registered with the SEC since 2018. 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 $1.11 billion, as filed on 10 April 2026.

Heirloom Wealth Management charges up to 1.75% for its Investment management fees. The brochure does not state whether the rate is annual.

Regulatory AUM: $1.11B
Clients: 853
Advisory staff: 17
Fee schedule: Up to 1.75%
Custodians: Charles Schwab
Headquarters: 6400 S Fiddlers Green Circle, Suite 1970, Greenwood Village, CO 80111
Phone: 720-328-2877
Website: heirloomwm.com

No. 4 · RIA

Investment Management Associates

Investment Management Associates is an investment adviser based in Greenwood Village, CO, registered with the SEC since 2020. It provides investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $810 million, as filed on 26 May 2026.

Investment Management Associates charges 1.00%–1.50% for its Investment management fees. The brochure does not state whether the rate is annual.

Regulatory AUM: $810M
Clients: 383
Advisory staff: 4
Founded: 1979
Fee schedule: 1.00% to 1.50%
Custodians: Charles Schwab, Fidelity
Headquarters: 5690 DTC Boulevard, Suite 140w, Greenwood Village, CO 80111-3232
Phone: 303-796-8333
Website: imausa.com

No. 5 · RIA

Dodds Wealth

Dodds Wealth is an investment adviser based in Greenwood Village, CO, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and corporations and other businesses. Its regulatory assets under management total $706 million, as filed on 26 May 2026.

Dodds Wealth charges up to 1.00% a year for its Investment Management.

Regulatory AUM: $706M
Clients: 421
Advisory staff: 7
Fee schedule: Up to 1.00% a year
Minimum account: $200,000
Custodians: LPL Financial
Headquarters: 5251 DTC Parkway Ste 720, Greenwood Village, CO 80111
Phone: 303-539-3900
Website: doddswealth.com

No. 6 · RIA

Stordahl Capital Management

Stordahl Capital Management is an investment adviser based in Greenwood Village, CO, registered with the SEC since 2017. 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 $676 million, as filed on 8 July 2026.

Stordahl Capital Management charges 0.50%–1.00% a year for its Comprehensive Wealth Management.

Regulatory AUM: $676M
Clients: 331
Advisory staff: 6
Fee schedule: 0.50% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 8400 East Crescent Parkway, Suite 420, Greenwood Village, CO 80111
Phone: 303-770-0602
Website: stordahlcap.com

No. 7 · RIA

Focused Alpha

Focused Alpha is an investment adviser based in Greenwood Village, CO, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and state or municipal government entities. Its regulatory assets under management total $664 million, as filed on 30 September 2026.

Focused Alpha charges up to 2.50% for its Portfolio Management Services. The brochure does not state whether the rate is annual.

Regulatory AUM: $664M
Clients: 553
Advisory staff: 5
Fee schedule: Up to 2.50%
Custodians: Charles Schwab, Fidelity
Headquarters: 5680 Greenwood Plaza BLVD, Suite 120, Greenwood Village, CO 80111
Phone: 303-529-5100
Website: goldinwealthmanagement.com

No. 8 · RIA

Impact Capital Partners

Impact Capital Partners is an investment adviser based in Greenwood Village, 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 $626 million, as filed on 3 March 2026.

Impact Capital Partners charges up to 2.00% a year for its Investment Management Services.

Regulatory AUM: $626M
Clients: 230
Advisory staff: 5
Founded: 2024
Fee schedule: Up to 2.00% a year
Custodians: Charles Schwab
Headquarters: 8101 E Prentice Ave, Suite 1080, Greenwood Village, CO 80111
Phone: 888-304-6722
Website: impactcapitalpartners.com

No. 9 · RIA

Owl Creek Wealth Partners

Owl Creek Wealth Partners is an investment adviser based in Greenwood Village, CO, registered with the SEC since 2024. 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 $602 million, as filed on 1 September 2026.

Owl Creek Wealth Partners charges 0.50%–0.95% a year for its Investment Management.

Regulatory AUM: $602M
Clients: 100
Advisory staff: 2
Fee schedule: 0.50% to 0.95% a year
Minimum account: $5,000,000
Custodians: Charles Schwab
Headquarters: 8101 E. Prentice Ave, Suite 675, Greenwood Village, CO 80111
Phone: 303-409-4409
Website: owlcreekwealth.com

No. 10 · RIA

JPL Wealth Management

JPL Wealth Management is an investment adviser based in Greenwood Village, CO, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and state or municipal government entities. Its regulatory assets under management total $588 million, as filed on 15 September 2026.

JPL Wealth Management charges 0.50%–1.00% a year for its Wealth Management Fees.

Regulatory AUM: $588M
Clients: 291
Advisory staff: 2
Fee schedule: 0.50% to 1.00% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 5300 DTC Pkwy, Suite 100, Greenwood Village, CO 80111
Phone: 855-575-5752
Website: jplwm.com

Questions about financial advisors in Greenwood Village

How many financial advisor firms are headquartered in Greenwood Village?

28 SEC-registered financial advisor firms report their principal office in Greenwood Village, CO, managing $207B in regulatory assets between them. The other 9 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 Greenwood Village?

Empower Advisory Group, with $195B in regulatory assets under management on its latest Form ADV. The next largest are Nilsine Partners ($1.88B) and Heirloom Wealth Management ($1.11B).

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

How large is a typical financial advisor firm in Greenwood Village?

The median firm manages $297M in regulatory assets. That is the midpoint of the 28 firms headquartered in Greenwood Village.

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

How much do financial advisors in Greenwood Village charge?

Of the 10 largest firms, 10 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.89% to 2.50% 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 Greenwood Village?

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

Greenwood Village has 28 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Greenwood Village

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