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EMPOWER ADVISORY GROUP, LLC
CRD 112058File 801-58105
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 9, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$195.43B
Top 10% of cohort (national)
Discretionary AUM
$164.24B
Non-discretionary $31.19B
Clients
297,074
297,074 accounts
Employees
8,051
Top 10% of cohort in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Nov 22, 2000
- Principal office
- 8515 EAST ORCHARD RD 4T2, GREENWOOD VILLAGE, CO, 80111
- Phone
- 866-575-4977
- Website
- https://empower.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $195.43B
- Discretionary AUM
- $164.24B
- Non-discretionary AUM
- $31.19B
- Discretionary accounts
- 209,380
- Non-discretionary accounts
- 87,694
- Total accounts
- 297,074
- AUM per client
- $658K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 76 | $139.0M |
| Charitable organizations | 60 | $17.4M |
| High net worth individuals | 20,524 | $38.72B |
| Pension and profit sharing plans | 1,191 | $3.95B |
| State or municipal government entities | 2,400 | $25.56B |
| Individuals (other than high net worth individuals) | 272,823 | $127.04B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C1
- Q11C2
- Q11C4
- Q11C5
- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 822 | 8,051 | increased by7,229 |
| Apr 1, 2026 | Clients | 250,707 | 297,074 | increased by46,367 |
| Apr 1, 2026 | AUM | $159,120,330,491 | $195,426,321,479 | increased by$36,305,990,988 |
| Apr 1, 2026 | Accounts | 250,707 | 297,074 | increased by46,367 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 467 | 822 | increased by355 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 96,580 | 250,707 | increased by154,127 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $83,075,998,298 | $159,120,330,491 | increased by$76,044,332,193 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 96,580 | 250,707 | increased by154,127 |
| Apr 1, 2022 | Employees | 382 | 467 | increased by85 |
| Apr 1, 2022 | Clients | 61,221 | 96,580 | increased by35,359 |
| Apr 1, 2022 | AUM | $62,273,983,745 | $83,075,998,298 | increased by$20,802,014,553 |
| Apr 1, 2022 | Accounts | 61,221 | 96,580 | increased by35,359 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “EMPOWER ADVISORY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“EMPOWER ADVISORY” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.