Top Financial Advisors in Greenwood Village, Colorado
Finding the right financial advisor in Greenwood Village is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Greenwood Village, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Greenwood Village, CO.
Find the Best Financial Advisor Firms in Greenwood Village:
EMPOWER ADVISORY GROUP, LLC
CRD#: 112058
Address: 8515 East Orchard Rd 4t2, Greenwood Village, CO 80111
Clients: 272,823
Average Clients per Advisor: 44
AUM: $ 195.4B
NILSINE PARTNERS, LLC
CRD#: 315694
Address: 5675 Dtc Boulevard Suite 175, Greenwood Village, CO 80111
Clients: 277
Average Clients per Advisor: 25
AUM: $ 1.7B
DODDS WEALTH, LLC
CRD#: 323632
Address: 5251 Dtc Parkway Ste 720, Greenwood Village, CO 80111
Clients: 284
Average Clients per Advisor: 40
AUM: $ 638M
HEIRLOOM WEALTH MANAGEMENT LLC
CRD#: 292277
Address: 6400 S Fiddlers Green Circle Suite 1970, Greenwood Village, CO 80111
Clients: 503
Average Clients per Advisor: 45
AUM: $ 614M
STORDAHL CAPITAL MANAGEMENT, INC.
CRD#: 287916
Address: 8400 East Crescent Parkway Suite 420, Greenwood Village, CO 80111
Clients: 116
Average Clients per Advisor: 23
AUM: $ 612M
IMPACT CAPITAL PARTNERS LLC
CRD#: 329616
Address: 8101 E Prentice Ave Suite 1080, Greenwood Village, CO 80111
Clients: 77
Average Clients per Advisor: 15
AUM: $ 528M
How We Chose the Top Financial Advisors in Greenwood Village, Colorado
To create this list of top financial advisor firms in Greenwood Village, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Greenwood Village has to offer.
Search Financial Advisors in Greenwood Village, Colorado
James Robert O'brien
Registered Affiliation(s):GILL CAPITAL PARTNERS, LLC
Craig Stuart Johlfs
Registered Affiliation(s):LPL FINANCIAL LLC
Kevin Denis O'connor
Registered Affiliation(s):EDWARD JONES
Bruce Donald Clark
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Deric Kriston Martin
Registered Affiliation(s):MORGAN STANLEY
David Lee Stevens
Registered Affiliation(s):GENEOS WEALTH MANAGEMENT, INC.
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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