Fiduciary advisors in Greenwood Village, CO

34 registered advisers

34 SEC-registered fiduciary advisory firms operate in Greenwood Village, Colorado. Fee-only firms account for 33 of the 34 registered practices, or about 97% of the local market.

ALPHA CAPITAL FAMILY OFFICE, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenwood Village, ColoradoCRD #307521
Typical Fee1.50%
AUM$217M
Minimum--
Clients448

ASSET MANAGEMENT GROUP INVESTMENT CORP.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenwood Village, ColoradoCRD #168369
Typical Fee--
AUM$151M
Minimum--
Clients18

ATHENAINVEST ADVISORS LLC

Fee-Only, No ConflictsClean Record
Greenwood Village, ColoradoCRD #146224
Typical Fee--
AUM$80M
Minimum--
Clients1,253

CAUSEY WEALTH LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenwood Village, ColoradoCRD #331134
Typical Fee--
AUM$332M
Minimum--
Clients486

CENTERPIECE WEALTH ADVISOR

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenwood Village, ColoradoCRD #296956
Typical Fee--
AUM$130M
Minimum--
Clients70

DODDS WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenwood Village, ColoradoCRD #323632
Typical Fee--
AUM$638M
Minimum--
Clients1,276

DOWNING STREET WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenwood Village, ColoradoCRD #152983
Typical Fee--
AUM$158M
Minimum--
Clients567

EMPOWER ADVISORY GROUP, LLC

Fee-Only, No Conflicts
Greenwood Village, ColoradoCRD #112058
Typical Fee--
AUM$159.1B
Minimum--
Clients250,707

EMPOWER CAPITAL MANAGEMENT, LLC

Fee-Only, No Conflicts
Greenwood Village, ColoradoCRD #107272
Typical Fee--
AUM$68.3B
Minimum--
Clients155

EVERGREEN PRIVATE WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenwood Village, ColoradoCRD #324777
Typical Fee--
AUM$265M
Minimum--
Clients578

FINANCIALLY SPEAKING INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenwood Village, ColoradoCRD #106255
Typical Fee1.00%
AUM$157M
Minimum--
Clients587

GRIFFIS RESIDENTIAL INVESTMENT ADVISOR

Fee-Only, No ConflictsClean Record
Greenwood Village, ColoradoCRD #166201
Typical Fee--
AUM$2.0B
Minimum--
Clients20

HEIRLOOM WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenwood Village, ColoradoCRD #292277
Typical Fee--
AUM$829M
Minimum--
Clients2,114

HFG ADVISORS

Fee-Only, No ConflictsClean Record
Greenwood Village, ColoradoCRD #113511
Typical Fee--
AUM$109M
Minimum--
Clients554

ICON ADVISERS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenwood Village, ColoradoCRD #108268
Typical Fee--
AUM$794M
Minimum--
Clients341

IMPACT CAPITAL PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenwood Village, ColoradoCRD #329616
Typical Fee--
AUM$528M
Minimum--
Clients1,688

INTEGRA FINANCIAL, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenwood Village, ColoradoCRD #113422
Typical Fee--
AUM$123M
Minimum--
Clients258

INVESTMENT MANAGEMENT ASSOCIATES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenwood Village, ColoradoCRD #110900
Typical Fee--
AUM$573M
Minimum--
Clients573

JPL WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenwood Village, ColoradoCRD #328474
Typical Fee--
AUM$516M
Minimum--
Clients919

MARSHALL INVESTMENT MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenwood Village, ColoradoCRD #174817
Typical Fee--
AUM$298M
Minimum--
Clients1,073

MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC

Fee-Only, No Conflicts
Greenwood Village, ColoradoCRD #149122
Typical Fee--
AUM$8.9B
Minimum--
Clients71

NILSINE PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenwood Village, ColoradoCRD #315694
Typical Fee--
AUM$1.7B
Minimum--
Clients1,510

NOBLE WEALTH MANAGEMENT P.B.C.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenwood Village, ColoradoCRD #322607
Typical Fee--
AUM$400M
Minimum--
Clients672

OAK STREET INVESTMENTS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenwood Village, ColoradoCRD #288019
Typical Fee--
AUM$113M
Minimum--
Clients152

PANORAMA WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenwood Village, ColoradoCRD #324199
Typical Fee--
AUM$115M
Minimum--
Clients533

PARAMOUNT ASSOCIATES WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenwood Village, ColoradoCRD #288537
Typical Fee--
AUM$125M
Minimum--
Clients501

PEAK CAPITAL MANAGEMENT, LLC

Fee-OnlyAlso Compensated via Product Sales
Greenwood Village, ColoradoCRD #141488
Typical Fee--
AUM$148M
Minimum--
Clients310

STORDAHL CAPITAL MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenwood Village, ColoradoCRD #287916
Typical Fee--
AUM$612M
Minimum--
Clients985

SUMMIT HILL WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenwood Village, ColoradoCRD #296740
Typical Fee--
AUM$146M
Minimum--
Clients204

TANDEM FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenwood Village, ColoradoCRD #292565
Typical Fee--
AUM$291M
Minimum--
Clients997

WAZEE STREET CAPITAL MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Greenwood Village, ColoradoCRD #159165
Typical Fee--
AUM$188M
Minimum--
Clients4

WEALTHBUILDERS INVESTMENTS

Clean RecordAlso Compensated via Brokerage
Greenwood Village, ColoradoCRD #173306
Typical Fee--
AUM$122M
Minimum--
Clients706

WISDOM WEALTH STRATEGIES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenwood Village, ColoradoCRD #170230
Typical Fee--
AUM$190M
Minimum--
Clients680

WYNKOOP LLC

Fee-Only, No ConflictsClean Record
Greenwood Village, ColoradoCRD #150018
Typical Fee--
AUM$445M
Minimum--
Clients9
Fiduciary Advisors in Greenwood Village, Colorado | FiduciaryListings