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Portfolio Size of 100K and above
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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Just because the air is thin up in the high-altitudes of Denver, Colorado, doesn't mean your financial plan needs to be. Though the cost of living in Denver is 12% higher than the national average, working with one of the 2000 or more financial advisors who are knowledgeable of the Colorado financial rules and regulations could prove beneficial. Advisors in Denver know how to stretch the dollar to get the best investments for your financial goals. Choosing a financial advisor who cares about your financial future and assists you in making the right plans and investments may be intimidating. That's where we come in!
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Denver, Colorado.
Denver
has
9
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
271
non-vetted advisors in your local area. These financial advisors in
Denver, Colorado
have an average of
15
years of experience.
NOTE: The list of financial
advisors in
Denver, Colorado
mentioned below do not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free
match service to compare financial advisors near you in
Denver, Colorado.
| Qualified Financial Advisors in Denver, Colorado | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Personal Capital
PERSONAL CAPITAL 1099 18th Street, Suite 2400, Denver, CO 80222 |
11 | $22,400,000,000 | $100,000 | Fee-Based |
| Allworth Financial
ALLWORTH FINANCIAL 8055 East Tufts Avenue Suite 1310, Denver, CO 80237 |
Not Disclosed | $10,000,000,000 | Not Specified | Fee-Based |
| Mark Starosciak
CFP®, CRPC® INFINIUM INVESTMENT ADVISORS, LLC 50 South Steele Street, #830, Denver, CO 80209 |
21 | $143,000,000 | $500,000 | Fee-Only |
| Geoff Keller
CPWA®, CIMA® WESTERN RETIREMENT CONSULTANTS 5251 DTC Pkwy, Ste 1045, Greenwood Village, CO 80111 |
14 | Not Specified | Not Specified | Fee-Based |
| Reuben J. Brauer
CFP® CALLAHAN FINANCIAL PLANNING COMPANY 6500 S Quebec St Ste 300, Centennial, CO 80111 |
14 | $150,000,000 | $500,000 | Fee-Only |
| Adam J. Strickman
CFP®, CRPC®, APMA® ETHOS FINANCIAL PARTNERS 9351 Grant St., Suite 300, Thornton, CO 80229 |
20 | Not Specified | Not Specified | Fee-Only |
| J.D. White
AWMA®, CFP®, CRPC®, AAMS® WHITE HAWK WEALTH MANAGEMENT 756 Dover Street, Broomfield, CO 80020 |
11 | $52000000 | 0 | Fee-Based |
| Curt Clegg
CFP® AMA FINANCIAL PARTNERS 357 McCaslin blvd, #200, Louisville, CO 80027 |
16 | Not Specified | $25,000 | Fee-Based |
| Adam Brunin
NSSA®, AIF® NAVIGATION WEALTH MANAGEMENT 3500 John F. Kennedy Pkwy., Suite 300, Fort Collins, CO 80525 |
20 | $92,000,000 | $25,000 | Fee-Based |
Qualifications
Firm CRD# 155172
Compensation/Fee Fee-Based
Office Location
1099 18th Street,
Suite 2400,
Denver,
CO
80222
Phone Number
650-556-1310
Ready to take control of your finances? Personal Capital is here to help. We have objective fiduciary advisors ready to analyze your financial situation, and help you build a personalized, holistic plan.
The holistic financial plan recommendation is yours to keep, no strings attached.
There's never been a better time to get a second opinion on your financial future. Schedule a call with Personal Capital today.
WHY USE PERSONAL CAPITAL
Personal Capital provides a unique combination of award-winning financial tools and personalized, human advice.
Work with our team of licensed fiduciary advisors to build a free Personalized Plan that's yours to keep. You and your advisor will use our comprehensive array of free money management tools to identify and alert you to opportunities for investment management, retirement planning, and cash flow.
Setting up your dashboard will make your discussion with an advisor -- whether ours or a competitor's -- more productive. And it's completely free to get started:
Personal Capital Advisors Corporation ("PCAC") compensates WiserAdvisor ("Company") for new leads. ("Company") is not an investment client of PCAC.
Advisory Services Provided:Portfolio Management, Wealth Management
Qualifications
Firm CRD# 111167
Compensation/Fee Fee-Based
Office Location
8055 East Tufts Avenue Suite 1310,
Denver,
CO
80237
Phone Number
888-242-6766
Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.
Advisory Services Provided:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts
Qualifications
CRD# 4018163
Firm CRD# 149123
Series 66
Compensation/Fee Fee-Only, Hourly, Based on Assets
Office Location
50 South Steele Street,
#830,
Denver,
CO
80209
Phone Number
720-253-1818
Mark is a CERTIFIED FINANCIAL PLANNER® in Denver and the founder of Infinium Investment Advisors, LLC. He earned his undergraduate and MBA from the University of Michigan and focuses primarily on partnering with investors in the Technology industry and advising them on personal financial planning and investment management strategies. Mark is the past president of the Denver Business Series and Founder of WineLeague®, a Denver-based 501c(3) nonprofit corporation that has turned wine tasting into a sport, all of the name of helping other dynamic nonprofits.
Like many start-up businesses, Infinium Investment Advisors was born out of two driving forces: to build a better mouse trap to deliver personal financial services, and to fix the problems prevalent in the industry today. In 2008, founder Mark Starosciak had spent a decade with Merrill Lynch as a financial advisor to dozens of families. A little thing called the Great Recession came along and brought down Wall Street giants such as Bear Sterns, Lehmann Brothers, and Merrill Lynch (until Bank of America saved them). Although the large Wall Street firms had years of history and success behind them, their purpose had slowly been lost to the endless pursuit of fees and bottom-line financial results. The legacy of "Firm first, client second," that got those stalwarts into trouble still exists. The recent examples of Wells Fargo, Morgan Stanley, and others remind us that there is plenty of room for objective and unbiased financial advice in a sea of just the opposite. We invite you to learn more about us and our mission to deliver valuable, low-cost financial advice to Technology investors, executives & entrepreneurs.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management
Qualifications
CRD# 5477551
Firm CRD# 6413
Series 6, 7, 63, 65
Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Office Location
5251 DTC Pkwy,
Ste 1045,
Greenwood Village,
CO
80111
Phone Number
720-926-0814
I passionately believe working in the best interest of our clients is paramount to creating a long-lasting, and mutually successful relationship. My focus with Western Retirement Consultants is to provide highly personalized solutions to help pursue a successful financial future, so that every client can identify, plan, and pursue their goals. I am a graduate of the University of Colorado at Boulder with a Bachelor of Arts in Communications. I am also a Certified Private Wealth Advisor® (CPWA®) and Certified Investment Management Analyst® (CIMA®), both issued through the Investments and Wealth Institute. As a Colorado native and a University of Colorado Alum, I am eternally a Buff's fan. I met my wife, Krista, at CU, and we are still huge fans of CU Athletics. My wife and I also share a love of travel. We have been fortunate enough to visit some incredible destinations; some of my favorites are Spain, Costa Rica, Italy, and Peru. What I find most compelling is that no matter where I travel in the world, I am always reminded of the thread of human connection that flows through us all; we all want to leave the world a little better than when we found it. If I am not in the office or on a plane, you can find me on the golf course. I started later in life, so my game is still a work in progress, but I enjoy playing often. My most recent trip was to play in Ireland and cannot wait to visit other links courses in Scotland!
Our focus is rooted in engagement and trust we pride ourselves in acting in your best interest and providing quality service. Our commitment to you: Prompt and courteous responses to all inquiries Keep it Simple approach A high touch service model Knowledgeable consultants to oversee your Retirement Program and personal planning needs Confidence regarding your financial situation.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities
Qualifications
CRD# 5887664
Firm CRD# 153050
Series 65, 66
Compensation/Fee Fee-Only, Hourly, Flat Fee, Based on Assets
Office Location
6500 S Quebec St Ste 300,
Centennial,
CO
80111
Phone Number
303-222-7100
The greatest inspirations in my life are my faith, wife, and three boys. My goal with each day is to be a positive example of character and service to them and others in all that I do. A lack of clarity can derail even the best-laid plans. I believe that from clarity, comes wisdom, and from wisdom comes action. Guiding people along their financial journey and providing the clarity they need to take action gives me a great sense of pride and fulfillment. This is where I find so much beauty in the financial planning profession. It creates opportunities to develop deep relationships where I can help others work towards the most important goals in their life.
Callahan Financial Planning is an independent fiduciary financial advisor, providing financial planning and investment management services with 6 offices across 3 regions: San Rafael, San Francisco, and Mill Valley in Northern California, in Omaha and Lincoln in Nebraska, and in the Denver metro area in Centennial Colorado. We provide a special form of conflict-free financial advice called fee-only financial planning. This means both the company and all of our financial advisors make a legal and ethical commitment to place the interest of our clients first in everything that we do, and we will never receive a sales commission for anything we do. Callahan Financial Planning is a federally registered investment advisor serving clients throughout the U.S., and our practice is one of the largest NAPFA financial advisory practices in the some of the markets we serve.
Advisory Services Provided:
Financial Planning, Investment Advice & Management, Tax Advice and Services
Qualifications
CRD# 4559641
Firm CRD# 6363
Series 7, 66
Compensation/Fee Fee-Only, Flat Fee, Based on Assets
Office Location
9351 Grant St.,
Suite 300,
Thornton,
CO
80229
Phone Number
303-252-9777
Private Wealth Advisor, Chief Executive Officer of Ethos Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc. My wife, Tamia, is a full time mom and is my hero! We have 2 children that keep our lives entertaining and exciting, Kinsley and Cohen. We have 2 pups that used to get a lot more attention before kids came into the picture; Kaiah, an Australian Shepherd and Myko, a Golden Retriever mix. We enjoy hiking and other outdoor activities in the summer as well as some snowboarding in the winter. We love to travel and explore new places when we have the chance.
You are not just another face in the crowd. You are unique, and so are your financial goals. Thats why I take the time to understand whats truly important to you. I can help you prepare for whatever life brings - both the expected and the unexpected - with personalized advice tailored to you. I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. Working together, I can help you feel more confident, connected, and in control of your financial life.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities
Qualifications
CRD# 5882055
Firm CRD# 283545
Series 7, 66
Compensation/Fee Fee-Based, Commissions, Flat Fee, Based on Assets
Office Location
756 Dover Street,
Broomfield,
CO
80020
Phone Number
303-800-0620
Proudest moments in my life are marrying my wife, Mary, and the birth of our son, Reagan. I consider myself a "Renaissance" man. I raced Michael Phelps once. I lost. I used to have hair.
White Hawk Wealth Management was created in 2017 from an idea that the industry is changing. The business is built around the idea that clients deserve ongoing service and not a single-transaction. We believe that we can best-serve families by offering comprehensive services that cover all aspects of wealth management. White Hawk Wealth Management operates on a boutique-level, but has the support of a large corporation (see below). We understand that the money that we manage for our clients is not our money, but theirs. We take great price in education our clients to make sound financial decisions that will help them pursue all of their financial goals. White Hawk Wealth Management operates independently under the supervision of a Hybrid Registered Investment Advisor firm, Western Wealth Management. They also are part of LPL Financial's broker-dealer platform, which they gives them access to a wide range of products for their clients. This structure allows White Hawk Wealth Management to offer a fee-based service comprised of both fees and commissions based on what is most appropriate for the client.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 4905457
Firm CRD# 46947
Series 6, 7, 63
Compensation/Fee Fee-Based, Commissions, Flat Fee, Based on Assets
Office Location
357 McCaslin blvd,
#200,
Louisville,
CO
80027
Phone Number
720-647-6501
Curt grew up in Northern Colorado and graduated from the University of Colorado Boulder. After a decade plus in corporate financial services Curt saw the importance of independent advice and created a firm to help optimize your household financial picture. Residing in Superior, CO with his wife Nancy and two children Colin and Lauren you will find him on the youth sports field cheering/coaching his children or at one of the many sporting events/concerts throughout the Denver metro area.
There are a million options to choose from when it comes to your money. We help you design, UNDERSTAND, and implement a tailored solution to help you reach your goals. As an independent financial advisor, we give you many ways to work with us. We work with our ideal client and analyze their complete financial picture and educate them not only on ways to improve but also get the best value for services.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities
Qualifications
CRD# 4407663
Firm CRD# 282640
Series 63, 65
Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Office Location
3500 John F. Kennedy Pkwy.,
Suite 300,
Fort Collins,
CO
80525
Phone Number
970-672-1236
Adam Brunin, AIF®, NSSA®, is the founder and owner of Navigation Wealth Management. Adam entered the financial services industry in August of 2001 after 9 years in the US Naval submarine community. After 3 years of working with a fortune 100 company Adam noted significant improvements that could be made by starting his own company, Navigation Wealth Management. Adam entered the independent advisory business in 2005. He is currently the asset manager of NWMs portfolios. Adam currently holds the Accredited Investment Fiduciary (AIF®) and National Social Security Advisor (NSSA®) designations. Married to his wife, Tara, of 22 years, they have a thirteen-year old son, Seth, and an eleven-year old son, Ryan. Adam enjoys hobbies like hunting, playing basketball and investment research.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Top Financial Advisor Firms in Denver, Colorado (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| PUBLIC TRUST ADVISORS, LLC
717 17th Street , Suite 1850, Denver, CO 80202 |
$51,499,621,412 | 76 |
A percentage of AUM Fixed fees Other (CONSULTING FEES) |
| SHELTON CAPITAL MANAGEMENT
1875 Lawrence Street , Suite 300, Denver, CO 80202-1805 |
$3,549,821,997 | 872 |
A percentage of AUM |
| EXCELLERE PARTNERS
3033 East First Avenue , Suite 700, Denver, CO 80206 |
$2,255,928,013 | 5 |
A percentage of AUM Performance Based Other (TRANSACTION,MONITORING, CLOSING, ACQUISITION FEES) |
| MOUNT YALE INVESTMENT ADVISORS, LLC
1580 Lincoln Street , Suite 680, Denver, CO 80203 |
$2,006,629,259 | 2886 |
A percentage of AUM Hourly charges Fixed fees |
| FREEDOM FUNDS MANAGEMENT CO
1200 17th St , Ste 850, Denver, CO 80202-5808 |
$1,772,243,392 | 1 |
A percentage of AUM |
| SYNTRINSIC INVESTMENT COUNSEL, LLC.
3840 York Street , Suite 100, Denver, CO 80205-3536 |
$1,715,429,725 | 415 |
A percentage of AUM Fixed fees |
| PRINCETON FUND ADVISORS, LLC
1580 Lincoln Street , Suite 680, Denver, CO 80203 |
$1,226,354,563 | 12 |
A percentage of AUM Performance Based |
| DAVIDSON FIXED INCOME MANAGEMENT, INC.
1550 Market Street , Suite 300, Denver, CO 80202 |
$1,103,296,730 | 9 |
A percentage of AUM |
| TOWLE & CO
50 S. Steele Street , Suite 1000, Denver, CO 80209 |
$842,995,191 | 85 |
A percentage of AUM Performance Based |
| CRESCAT PORTFOLIO MANAGEMENT LLC
44 Cook Street , Suite 100, Denver, CO 80206 |
$393,139,452 | 195 |
A percentage of AUM Performance Based |
| PVG ASSET MANAGEMENT CORP
6898 S. University Blvd., Suite 100, Denver, CO 80122 |
$342,110,000 | 1130 |
A percentage of AUM |
| BULLSEYE ASSET MANAGEMENT LLC
8055 East Tufts Avenue , Suite 720, Denver, CO 80237 |
$256,428,351 | 3 |
A percentage of AUM Performance Based |
| VALUE FINANCIAL ADVISERS, INC.
3600 South Beeler Street , Suite 300, Denver, CO 80237 |
$102,875,472 | 220 |
A percentage of AUM Hourly charges Fixed fees |
| INVESTMENT RESEARCH CORP
1636 Logan Street, Denver, CO 80203 |
$52,684,629 | 135 |
A percentage of AUM Hourly charges Fixed fees |
| RMB WEST, LLC
250 Fillmore Street , Ste 600, Denver, CO 80206 |
$0 | 0 |
Fixed fees |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Accrue Financial Services Inquire with Accrue |
1430 Larimer Street, Suite 203, Denver, CO 80202 | 303-906-6073 |
| Anthony Baldassari Inquire with Anthony |
1550 Market St, Suite 600, Denver, CO 80202 | 303-572-4016 |
| Brian Orinick Inquire with Brian |
7979 E Tufts Ave, Ste 715, Denver, CO 80237 | 303-222-2603 |
| Aggregate Wealth Management Inquire with Aggregate |
1660 South Albion Street, Suite 223, Denver, CO 80222 | 303-300-5043 |
| Bob Bastiaans Inquire with Bob |
7979 E Tufts Ave, Ste 825, Denver, CO 80237 | 303-689-7424 |
| Alie Olsen Inquire with Alie |
260 N Josephine St, Ste 200, Denver, CO 80206 | 303-689-7450 |
| Bret A. Roberts Inquire with Bret |
3033 East 1st Avenue, Suite 820, Denver, CO 80206 | 303-316-5109 |
| Brandy Merriam Inquire with Brandy |
7979 E Tufts Ave, Ste 715, Denver, CO 80237 | 719-385-3913 |
| Brendan Hill Inquire with Brendan |
1550 Market St, Suite 600, Denver, CO 80202 | 303-572-4825 |
| Angie Leach Pizzichini Inquire with Angie |
3033 East 1st Avenue, Suite 820, Denver, CO 80206 | 303-316-5110 |
Grow your AUM with pre-qualified leads!
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
