Top Financial Advisors in Denver, Colorado
Finding the right financial advisor in Denver 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 Denver, 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 Denver, CO.
Find the Best Financial Advisor Firms in Denver:
MERCER GLOBAL ADVISORS INC.
CRD#: 147363
Address: 1200 17th Street Suite 500, Denver, CO 80202
Clients: 15,666
Average Clients per Advisor: 39
AUM: $ 35.1B
IWP WEALTH MANAGEMENT LLC
CRD#: 136314
Address: 2719 E. 3rd Avenue, Denver, CO 80206
Clients: 3
Average Clients per Advisor: 0
AUM: $ 3.6B
BOK FINANCIAL PRIVATE WEALTH, INC.
CRD#: 106733
Address: 1600 Broadway 4th Floor, Denver, CO 80202
Clients: 464
Average Clients per Advisor: 29
AUM: $ 2.5B
JOHNSON FINANCIAL GROUP LLC
CRD#: 125101
Address: 1144 Fifteenth Street Suite 3950, Denver, CO 80202
Clients: 1
Average Clients per Advisor: 0
AUM: $ 2.0B
GHP INVESTMENT ADVISORS INC
CRD#: 107563
Address: 1290 Broadway, Suite 1100, Denver, CO 80203
Clients: 463
Average Clients per Advisor: 28
AUM: $ 2.0B
MOUNT YALE INVESTMENT ADVISORS, LLC
CRD#: 137068
Address: 1580 Lincoln Street Suite 680, Denver, CO 80203
Clients: 57
Average Clients per Advisor: 2
AUM: $ 1.9B
How We Chose the Top Financial Advisors in Denver, Colorado
To create this list of top financial advisor firms in Denver, 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 Denver has to offer.
Search Financial Advisors in Denver, Colorado
Bruce Donald Clark
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Tamara Kay Fontenot
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Joseph Mark Kozmata
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
David Dozier Beck
Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED
Charles Gregory Parr
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Patricia Brown Kummer
Registered Affiliation(s):MARINER WEALTH ADVISORS
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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