EMPOWER ADVISORY GROUP, LLC

RIASEC RegisteredEst. 2000

Total AUM

$195B

Discretionary

$164B

84% of AUM

Avg account

$658K

Accounts

297,074

Employees

8,051

Advisory reps

1,742

Firm details

Headquarters: GREENWOOD VILLAGE, Colorado
CRD number: 112058
Registered since: November 22, 2000
Website: www.empower.com
Custodians: EMPOWER, PERSHING LLC, STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals65%
HNWI19.82%
State / Municipal Government13.08%
Pension & Profit Sharing Plans2.02%
Corporations / Businesses0.07%
Services: Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Empower Advisory Group, LLC is an SEC-registered advisory firm organized as an LLC and operating since 2000. The firm serves both individual/family and institutional clients and describes itself as a capital allocator. Its fee arrangements include percentage-of-AUM billing alongside fixed-fee engagements. Core advisory services include financial planning, portfolio management for individuals and small businesses, and educational workshops and seminars. The firm also identifies as an active ESG investor. Empower maintains multiple industry roles and affiliations beyond pure advisory work: it is connected with broker‑dealer and other investment adviser activities, acts in capacities associated with commodity pool/managed futures structures (CPO/CTA), and has ties to trust and insurance company operations. The firm is also a sponsor or general partner/manager of pooled investment vehicles and sponsor of limited partnerships (excluding pooled vehicles), indicating involvement in structuring or distributing private investment vehicles.