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Find Top Financial Advisors in Denver, Colorado

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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.

Finding the Top Financial Advisor in Denver, Colorado
Last Updated - 09-May-2022

Denver has 13 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 263 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 ADVISORS CORPORATION
1099 18th Street,
Denver, CO 80222
11 $15,000,000,000 $100,000 Fee-Based
Amy Bertle
CFP®, CDFA®
ALLWORTH FINANCIAL
8055 East Tufts Avenue Suite 1310,
Denver, CO 80237
Not Disclosed Not Specified Not Specified Fee-Based
Mark Starosciak
CFP®, CRPC®
INFINIUM INVESTMENT ADVISORS, LLC
50 South Steele Street #830,
Denver, CO 80209
21 $143,000,000 Not Specified Fee-Only
Diane Zing
TRILOGY FINANCIAL
101 University Blvd.,
Denver, CO 80206
26 Not Specified $25,000 Fee-Based
Geoff Keller
CPWA®, CIMA®
WESTERN RETIREMENT CONSULTANTS
5251 DTC Pkwy,
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®, APMA®, CRPC®
ETHOS FINANCIAL PARTNERS
9351 Grant St.,
Thornton, CO 80229
20 Not Specified Not Specified Fee-Only
Matt Ganskopp
CRPC®
EDELMAN FINANCIAL ENGINES, LLC
10012 Commons Street,
Lone Tree, CO 80124
1120 W. 122nd Avenue,,
Westminster, CO 80234
3 Not Specified Not Specified Fee-Based
Curt Clegg
CFP®
AMA FINANCIAL PARTNERS
357 McCaslin blvd #200,
Louisville, CO 80027
16 Not Specified $25,000 Fee-Based
Crestone Capital, LLC
CPA, CFA®
CRESTONE CAPITAL, LLC
1048 Pearl Street, Suite 450,
Boulder, CO 80302
31 $3.6 Billion+ $25 Million Fee-Only
Matt Ganskopp
CFP®
EDELMAN FINANCIAL ENGINES, LLC
8610 Explorer Drive Suite 120,
Colorado Springs, CO 80920
3 Not Specified Not Specified Fee-Based
Adam Brunin
NSSA®, AIF®, Accredited Investment Fiduciary® (AIF)
NAVIGATION WEALTH MANAGEMENT
3500 John F. Kennedy Pkwy.,
Fort Collins, CO 80525
20 $92,000,000 $25,000 Fee-Based

Information on Qualified Financial Advisors in Denver

Qualifications FirmCRD# 155172

Compensation/Fee Fee-Based


Office Location 1099 18th Street,
Suite 2400,
Denver,
CO
80222
Phone Number 650-556-1310

WHY USE PERSONAL CAPITAL

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Personalized Advice

Our team of licensed fiduciary advisors understands that every investor is unique. With the dynamic tools used by both you and your advisor we are able to identify and alert you to opportunities so you can act on them.

Customized Strategy

Customization begins by learning about your entire financial situation and goals. From there, we'll determine how much growth you need to reach those goals. Once we're clear on every facet of your financial life, we design a portfolio that reflects your risk and return profile.

Identify Hidden Fees

You could be losing hundreds of thousands of dollars in hidden fees in your mutual fund, investing, and retirement accounts. Discover any hidden investment fees you weren't aware of.

Invest in a Sustainable Future

Our Socially Responsible Personal Strategy (SRI) is a way for you to support and invest in companies more proactively managing environmental, social, and corporate governance related issues, also known as ESG.

Transparent Fees

We charge one all-inclusive management fee at a fraction of the cost of traditional financial institutions. There are no hidden fees, no trailing fees and no trade commissions.

Personal Capital is owned by Empower Retirement, the second largest retirement services company in the US, with $709 billion in assets and 9.4 million participants as of 9/30/2020

About Personal Capital Advisors Corporation

Personal Capital provides a unique combination of personalized human advice and free, innovative technology. We have local presences nationwide and fully remote capabilities with clients in all 50 states and $15bn in assets as of 11/30/2020. Join the 2.7 million people who track over $980bn with our free tools, including our Retirement Planner, Investment Checkup™, and Fee Analyzer™. 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 CRD# 6302419
FirmCRD# 111167

Compensation/Fee Fee-Based


Office Location 8055 East Tufts Avenue Suite 1310,
Denver,
CO
80237
Phone Number 888-242-6766

A Colorado native, Allworth Advisor Amy Bertle, CFP® and CDFA®, is based in the Denver region. A graduate of the University of Colorado, Amy likes to remind clients that with proper advance planning almost any financial goal can be achieved. An avid outdoors person, she spends her free time hiking and fly fishing in the Rockies with her two 100-pound Bernese Mountain Dogs.

About Allworth Financial

Based out of Sacramento, California, Allworth Financial is an independent financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. The firm, which was founded in 1993, has grown to serve more than 12,000 clients and manages over $10 billion in client assets.

Advisory Services Provided:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts


Qualifications CRD# 4018163
FirmCRD# 149123
Series 66

Compensation/Fee Fee-Only, Based on Assets, Hourly


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.

About Infinium Investment Advisors, LLC

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# 5294493
FirmCRD# 281597
Series 6, 7, 63, 65

Compensation/Fee Fee-Based, Based on Assets


Office Location 101 University Blvd.,
Suite 450,
Denver,
CO
80206
Phone Number 303-749-6115

About Trilogy Financial

Diane is a Vice President of Wealth Planning at Trilogy Financial Services, as well as an Investment Advisor Representative at Trilogy Capital. She holds the Securities Series 6, 63 and 7 registrations with LPL Financial, and her Series 65 registration with Trilogy Capital. In addition, Diane is licensed in Life, Health, Disability and Long Term Care. Diane also works closely with professionals in Tax & Estate Planning, Business Planning, Real Estate, Mortgage, and other areas of financial services, to assist her with the planning efforts of her clients. These entities together create a pillar of education, knowledge and collaboration to help Diane's clients work towards their financial goals. Diane strives to stay on the cutting edge of information.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities


Qualifications CRD# 5477551
FirmCRD# 6413
Series 6, 7, 63, 65

Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee, Hourly


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!

About Western Retirement Consultants

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
FirmCRD# 153050
Series 65, 66

Compensation/Fee Fee-Only, Based on Assets, Flat Fee, Hourly


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.

About Callahan Financial Planning Company

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
FirmCRD# 6363
Series 7, 66

Compensation/Fee Fee-Only, Based on Assets, Flat Fee


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.

About Ethos Financial Partners

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# 6620897
FirmCRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 10012 Commons Street,
Suite 108,
Lone Tree,
CO
80124
Phone Number 303-846-1919

Office Location 1120 W. 122nd Avenue,,
Suite 300,
Westminster,CO 80234
Phone Number 720-354-3474

My motivation as a financial planner is to assist our clients in prioritizing and planning around their finances in order to help them achieve their retirement and other financial goals. When I am not working, I enjoy golfing, mountain biking and spending time outdoors.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 4905457
FirmCRD# 46947
Series 6, 7, 63

Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee


Office Location 357 McCaslin blvd #200,
Louisville,
CO
80027
Phone Number 720-647-6501

Curt grew up in Northern Colorado and attended the University of Colorado Boulder. Having spent 15+ years working with successful financial advisors throughout the country he decided to move home and start AMA Financial Partners. Residing in Superior, CO with his wife Nancy and two children Colin and Lauren.

About AMA Financial Partners

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 FirmCRD# 108581

Compensation/Fee Fee-Only


Office Location 1048 Pearl Street, Suite 450,
Boulder,
CO
80302
Phone Number 303-442-4447

Crestone delivers a suite of fully integrated investment management and wealth advisory services to families looking to protect and enhance their wealth and define their unique legacy. With more than 30 years of experience and approximately $3.6 billion+ in assets under management, we help entrepreneurs, business owners, and their families pursue a better life lived. Consistent with client interests, we are a fee-only advisor that serves our clients as fiduciaries, putting their needs and interests first. "100% Fiduciary. Always, and in all ways." At the heart of our work is exploration to find the best investment opportunities around the world. But we don't stop there. Our collective network provides us access to the people, ideas, and opportunities that are shaping what's next in capital markets. CORE VALUES We are passionate individuals united by a set of values that shape our culture. Living these values with passion and persistence allows us to continually reach for the next level of performance. Cultivated Relationships are the foundation of our culture. We have developed deep-rooted trust with one another, clients, investment managers, and our global community. Our network empowers our collective partners. At Crestone, you are part of something remarkable. Transparent Alignment Our starting point is, "What would clients want us to do?" We are fiduciaries first, always acting in the best interest of clients. We are transparent and seek to eliminate conflicts of interest. Crestone only wins when clients win. Think. Solve. Act. We think critically, solve creatively, and act deliberately. We have an innate curiosity to better understand. We are problem solvers who embrace innovation. Vision without action yields no outcome. We drive action to evolve and improve results for clients. Own it. We make decisions and take action through an owner's lens. This mindset empowers our team to have conviction and be bold. We hold ourselves and each other accountable, because we own the outcome.

About Crestone Capital, LLC

Crestone Capital, LLC is an independent, multi-family office that delivers wealth management services to an exclusive network of entrepreneurs, business owners and their families.

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, Legal Advice and Services, Estate Planning & Trusts


Qualifications CRD# 6620897
FirmCRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 8610 Explorer Drive Suite 120,
Colorado Springs,
CO
80920
Phone Number 408-565-8564

My motivation as a financial planner is to assist our clients in prioritizing and planning around their finances in order to help them achieve their retirement and other financial goals. When I am not working, I enjoy golfing, mountain biking and spending time outdoors.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 4407663
FirmCRD# 282640
Series 63, 65

Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee, Hourly


Office Location 3500 John F. Kennedy Pkwy.,
Suite 300,
Fort Collins,
CO
80525
Phone Number 970-672-1236

About Navigation Wealth Management

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
Firm Name AUM No. of Clients Fee Structure
Pvg Asset Management Corp
6898 S. University Blvd., Suite 100,
Denver, CO 80122
$342,110,000 1130 A percentage of AUM
Investment Research Corp
1636 Logan Street,
Denver, CO 80203
$52,684,629 135 A percentage of AUM
Hourly charges
Fixed fees
Towle & Co
50 S. Steele Street , Suite 1000,
Denver, CO 80209
$842,995,191 85 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
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
Crescat Portfolio Management Llc
44 Cook Street , Suite 100,
Denver, CO 80206
$393,139,452 195 A percentage of AUM
Performance Based
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)
Bullseye Asset Management Llc
8055 East Tufts Avenue , Suite 720,
Denver, CO 80237
$256,428,351 3 A percentage of AUM
Performance Based
Princeton Fund Advisors, Llc
1580 Lincoln Street , Suite 680,
Denver, CO 80203
$1,226,354,563 12 A percentage of AUM
Performance Based
Millennium Bridge Capital
101 University Blvd , Suite 310,
Denver, CO 80206
$615,750,000 3 A percentage of AUM
Performance Based
Walker & Dunlop Investment Partners, Inc.
1225 17th St , Suite 1660,
Denver, CO 80202
$1,327,071,579 20 A percentage of AUM
Performance Based
Other (ORIGINATION, ASSET MANAGEMENT AND SERVICING FEES)
Roubaix Capital, Llc
1401 17th Street , Suite 1150,
Denver, CO 80202
$224,804,366 2 A percentage of AUM
Fixed fees
Performance Based
Vanguard Capital
1600 Broadway, Suite 1600 , Suite 1600,
Denver, CO 80202
$191,120,098 410 A percentage of AUM
Hourly charges
Bruce G. Allen Investments, Llc
370 17th Street , Suite 3580,
Denver, CO 80202
$185,959,945 449 A percentage of AUM
Hourly charges
Fixed fees
Maia Wealth
1401 17th Street , Suite 850,
Denver, CO 80202
$215,631,935 1317 A percentage of AUM
Fixed fees

    List of Additional Advisors in Denver, Colorado*

    * 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
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      Frequently Asked Questions

      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?