Top 10 advisors in Denver
We’ve curated a list of the best financial advisors in Denver, take a look at it below
Find an advisor in Denver| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $62,385,553,660 | 59 advisors | ||
| 2 | $6,700,969,380 | 14 advisors | ||
| 3 | $5,519,594,815 | 44 advisors | ||
| 4 | $3,473,342,216 | 38 advisors | ||
| 5 | $2,478,270,494 | 25 advisors | ||
| 6 | $2,456,848,884 | 28 advisors | ||
| 7 | $2,432,969,986 | 27 advisors | ||
| 8 | $2,047,157,918 | 42 advisors | ||
| 9 | $1,809,594,747 | 6 advisors | ||
| 10 | $1,651,976,566 | 8 advisors |
How we came up with this list
To generate our top financial advisors list in Denver, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Denver. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Transamerica Asset Management, Inc.
Assets under management
$62,385,553,660
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Research Reports & Investment Scorecards
2. 1888 Investments, LLC
Assets under management
$6,700,969,380
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
3. Revelstoke Capital Partners
Assets under management
$5,519,594,815
Fee structure
A percentage of assets under your management
Performance-based fees
SEE SCHEDULE D - MISCELLANEOUS
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Company Management Services
4. Shelton Capital Management
Assets under management
$3,473,342,216
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
5. Bayswater Management Company Lp
Assets under management
$2,478,270,494
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
6. Bok Financial Private Wealth, Inc.
Assets under management
$2,456,848,884
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
7. Marsico Capital Management, LLC
Assets under management
$2,432,969,986
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
8. Cambiar Investors, LLC
Assets under management
$2,047,157,918
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
9. Paralel Advisors LLC
Assets under management
$1,809,594,747
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment Companies
- Not sure which one to choose?Use our smart matching tool
10. Freedom Funds Management Co
Assets under management
$1,651,976,566
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment Companies
Your first meeting is free.