Vault-13

Managers in Englewood, CO

United States · 491 asset managers within 25 km (65 in Englewood itself) · 337 wealth managers, banks and others

EnglewoodDenverLittletonBroomfieldArvadaGoldenParkerLouisvilleErieBoulder
managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: Denver, CO 387 · Littleton, CO 30 · Aurora, CO 6 · Broomfield, CO 6 · Lone Tree, CO 5 · Louisville, CO 5 · Parker, CO 4 · Castle Rock, CO 4 · Golden, CO 4 · Arvada, CO 3 · Evergreen, CO 2 · Lafayette, CO 2

Asset managers in and around Englewood

#Manager People here Assets Visa salary
201 SMARTPATH ADVISORS Littleton 1
202 USI SECURITIES, INC. Denver 1
203 TECHSTARS venture · Denver 1
204 ZACKS INVESTMENT MANAGEMENT hedge funds, wealth · Denver ZACKS INVESTMENT MANAGEMENT · 2 related pages $14.6bn office $14.6bn
205 Summit Global Investments hedge funds, mutual funds · Englewood $2.3bn office $2.3bn
206 SEARCH FUND ACCELERATOR, LLC private equity, venture · Denver $298.9m office $298.9m
207 GOLDMAN SACHS GROUP INC hedge funds, private equity, real estate, structured credit and 6 more · Denver GOLDMAN SACHS & CO. LLC, GOLDMAN SACHS WEALTH SERVICES, L.P. · 17 related pages $2.6tn office $2.6tn
208 JONES FINANCIAL COMPANIES LLLP mutual funds, futures, wealth · Denver EDWARD JONES · 4 related pages $1.0tn office $1.0tn
209 NORTHERN TRUST CORP hedge funds, private equity, futures, FCA fund manager and 1 more · Denver NORTHERN TRUST SECURITIES, INC · 4 related pages $859.8bn office $859.8bn
210 ENVESTNET ASSET MANAGEMENT INC institutions, wealth · Denver ENVESTNET ASSET MANAGEMENT INC · 2 related pages $614.9bn office $614.9bn
211 Nuveen, LLC public funds (AU), hedge funds, private equity, venture and 8 more · Denver TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC · 23 related pages $419.2bn office $419.2bn
212 Fisher Asset Management, LLC wealth · Englewood FISHER INVESTMENTS · 2 related pages $386.7bn office $386.7bn
213 FOCUS FINANCIAL PARTNERS INC. hedge funds, private equity, venture, real estate and 1 more · Englewood COLONY GROUP LLC, Focus Partners Wealth · 6 related pages $181.9bn office $181.9bn
214 Corient Private Wealth LP hedge funds, private equity, venture, real estate and 1 more · Denver Corient Private Wealth LP · 2 related pages $165.3bn office $165.3bn
215 Thrivent Financial for Lutherans private equity, mutual funds, futures, wealth · Englewood, Denver Thrivent Investment Management Inc · 5 related pages $128.7bn 2 offices $128.7bn
216 OSAIC HOLDINGS, INC. private equity, wealth · Englewood Osaic Advisory Services, LLC · 6 related pages $85.1bn office $85.1bn
217 Canadian Imperial Bank of Commerce wealth, bank or insurer · Denver CIBC PRIVATE WEALTH ADVISORS, INC. · 5 related pages $80.8bn office $80.8bn
218 PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO asset owner · Denver $28.9bn based here $28.9bn
219 ALLSTATE CORP structured credit, wealth · Littleton, Denver ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn 4 offices $26.5bn
220 SHEPHERD KAPLAN KROCHUK, LLC private equity, venture, real estate, institutions and 2 more · Englewood Peak Capital Management LLC, Shepherd Kaplan, LLC · 4 related pages $10.9bn office $10.9bn
221 NORTHWOOD INVESTORS LLC real estate · Denver $9.0bn office $9.0bn
222 Donor Advised Charitable Giving, Inc. Lone Tree $4.5bn based here $4.5bn
223 RCF Management L.L.C. private equity · Denver $1.8bn office $1.8bn
224 Transform Wealth, LLC Littleton $1.7bn based here $1.7bn
225 MADRONE ADVISORS, LLC Denver $1.4bn based here $1.4bn
226 Ophir Asset Management Pty Ltd futures · Denver $1.3bn office $1.3bn
227 Consolidated Investment Group LLC Englewood $1.2bn · visa salary $77,500 based here $1.2bn $77,5004 filings
228 CVA Family Office, LLC Denver $1.1bn based here $1.1bn
229 Morgan Stanley Institutional Investment Advisors LLC Littleton $1.1bn based here $1.1bn
230 First Ascent Asset Management, LLC Denver $892.4m based here $892.4m
231 PRINCETON FUND ADVISORS, LLC mutual funds · Denver $780.0m office $780.0m
232 Heirloom Wealth Management Littleton $690.0m based here $690.0m
233 Maia Wealth LLC Denver $677.2m based here $677.2m
234 Crusonia Wealth Advisors LLC Denver $608.9m based here $608.9m
235 Kozak & Associates, Inc. Littleton $576.1m based here $576.1m
236 Ratio Wealth Group Denver $536.9m based here $536.9m
237 Paragon Capital Management Ltd Denver $528.0m based here $528.0m
238 Dechtman Wealth Management, LLC Englewood $517.4m based here $517.4m
239 JFG Wealth Management, LLC Denver $510.6m based here $510.6m
240 JPL Wealth Management, LLC Littleton $503.8m based here $503.8m
241 Uniting Wealth Partners, LLC Denver $492.5m based here $492.5m
242 JANICZEK WEALTH MANAGEMENT, LLC Denver $477.1m based here $477.1m
243 Dodds Wealth, LLC Littleton $444.6m based here $444.6m
244 Peak Planning Group, LLC Englewood $443.1m based here $443.1m
245 GILL CAPITAL PARTNERS, LLC Denver $377.5m based here $377.5m
246 Impact Capital Partners LLC Littleton $366.5m based here $366.5m
247 Owl Creek Wealth Partners LLC Denver $341.8m based here $341.8m
248 Wealth Watch Advisors, INC Englewood $307.6m based here $307.6m
249 Syntrinsic LLC Denver $300.6m based here $300.6m
250 Wambolt & Associates, LLC Littleton $297.3m based here $297.3m

491 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.