Top 10 financial advisors in Denver, CO
We've curated a list of the best financial advisors in Denver, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $6,700,969,380 Number of advisors 14 advisors | |||
| 2 | Assets under management $3,473,342,216 Number of advisors 38 advisors | |||
| 3 | Assets under management $2,456,848,884 Number of advisors 28 advisors | |||
| 4 | Assets under management $2,432,969,986 Number of advisors 27 advisors | |||
| 5 | Assets under management $2,047,157,918 Number of advisors 42 advisors | |||
| 6 | Assets under management $1,511,074,881 Number of advisors 24 advisors | |||
| 7 | Assets under management $1,273,331,296 Number of advisors 14 advisors | |||
| 8 | Assets under management $1,115,584,590 Number of advisors 12 advisors | |||
| 9 | Assets under management $1,028,834,383 Number of advisors 48 advisors | |||
| 10 | Assets under management $991,762,555 Number of advisors 7 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Denver, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
1888 Investments, LLC
1888 Investments, LLC is an investment adviser registered with the SEC since 2020, providing discretionary investment management services to high-net-worth individuals, family offices, trusts, charitable organizations, and corporate entities. The firm also manages privately offered investment vehicles. Clients invest in a variety of funds managed by third-party or affiliated managers, pursuing strategies such as a portable alpha strategy and investing in hedge funds, private equity, real estate, and cryptocurrency. The firm does not participate in wrap fee programs and had approximately $5.8 billion in discretionary regulatory assets under management as of December 31, 2024. Fees are detailed in Advisory Agreements and Fund Governing Documents, including incentive fees based on fund performance. 1888's investment strategies involve a mix of quantitative and qualitative analysis, focusing on people, security selection, and risk management. The firm discloses potential risks associated with its strategies, including leverage, short selling, fixed-income investments, derivatives, and investments in emerging fund managers. 1888 has a Code of Ethics for personal securities transactions and complies with regulatory requirements for custody, investment discretion, and proxy voting. The firm discloses affiliations with Koch, Inc. and its affiliates, with policies in place to mitigate potential conflicts of interest. No disciplinary events involving the firm or its employees have occurred in the past 10 years.
$6,700,969,380 under management
14 advisors
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
Shelton Capital Management
Shelton Capital Management is a financial advisory firm based in Denver, Colorado. It currently has approximately $3,473,342,216 of assets under management and employs about 38 people. Shelton Capital Management uses a fee structure of and a percentage of assets under your management.
$3,473,342,216 under management
38 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Bok Financial Private Wealth, Inc.
BOK Financial Private Wealth, Inc. is a registered investment adviser offering investment management and supervisory services, as well as financial planning through its affiliate BOKF, NA. Founded in 1996 as The Milestone Group, Inc., it was acquired by BOK Financial Corporation in 2012. The firm primarily manages advisory accounts on a discretionary basis, tailoring services to individual client needs. The minimum recommended account size is $2.5 million, with discretion to accept lower amounts on a case-by-case basis. As of December 31, 2024, the firm managed over $3 billion in assets. Services include wealth advisory, financial planning, and specialized investment management. The firm's investment strategies are guided by client objectives and risk tolerance, with a focus on diversification and asset allocation. The firm does not charge performance fees and acts as a fiduciary for clients. Clients may request proxy voting services, and the firm engages a third party for proxy voting decisions. Clients are responsible for voting proxies unless they delegate this responsibility. The firm does not foresee any financial issues that would impact client commitments. For further details, clients can contact the Chief Compliance Officer, Mark Marrone.
$2,456,848,884 under management
28 advisors
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
Marsico Capital Management, LLC
Marsico Capital Management, LLC is a financial advisory firm based in Denver, Colorado. It currently has approximately $2,432,969,986 of assets under management and employs about 27 people. Marsico Capital Management, LLC uses a fee structure of and a percentage of assets under your management.
$2,432,969,986 under management
27 advisors
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)
Cambiar Investors, LLC
Cambiar Investors, LLC is a financial advisory firm based in Denver, Colorado. It currently has approximately $2,047,157,918 of assets under management and employs about 42 people. Cambiar Investors, LLC uses a fee structure of and a percentage of assets under your management.
$2,047,157,918 under management
42 advisors
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)
Regis Management, A Mercer Advisors Company
Regis Acquisition Inc., operating as Regis Management, is a registered investment adviser based in Denver, CO. Established in November 2022, the firm manages approximately $2.87 billion in discretionary assets as of December 31, 2023. Regis offers asset allocation advisory services and personalized investment strategies based on client objectives. The firm primarily recommends allocating assets among individual equities, debt securities, mutual funds, ETFs, and private investment funds. Regis charges an annual investment advisory fee that includes financial planning services, with additional fees for extraordinary services. The firm emphasizes ongoing monitoring and review of client accounts to align with investment objectives. Regis provides socially responsible investing options and discloses potential risks associated with various investment strategies, including market, interest rate, and liquidity risks. The firm's code of ethics ensures compliance with fiduciary obligations and securities laws, with a focus on personal trading restrictions. Regis recommends using Schwab or Fidelity for brokerage and custodial services, considering factors like historical relationship and execution capabilities. The firm may aggregate orders for better execution and receives support services from custodians without additional client costs. Regis has no reportable disciplinary information and offers investment discretion with voting rights for client securities. The firm's Chief Compliance Officer is available for any questions regarding the disclosed practices and arrangements. Regis maintains financial stability and does not solicit advance fees exceeding $1,200 per client. For further details or inquiries, clients can contact the Chief Compliance Officer at [email protected].
$1,511,074,881 under management
24 advisors
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
Syntrinsic LLC
Syntrinsic LLC is an SEC-registered investment adviser based in Denver, Colorado, founded in August 2008 and now owned by IMA Advisors LLC, a subsidiary of IMA Financial Group, Inc. The firm specializes in developing, implementing, and monitoring customized investment portfolios for nonprofit organizations and civically-engaged private clients. Clients can choose non-discretionary, partial discretionary, or full discretionary engagement levels. The firm's investment advisory fee is based on a percentage of assets, a fixed amount, or a hybrid structure. Services include investment policy statement review, portfolio development, operational support, and impact investing. As of December 31, 2023, the firm managed $1,273,985,402 of client assets on a discretionary basis and $472,105,471 on a non-discretionary basis. Clients pay fees quarterly or monthly based on asset values. Syntrinsic recommends using Pershing, Fidelity, or Schwab as broker-dealers/custodians. The firm does not receive compensation from the sale of securities or have soft dollar arrangements. Clients receive quarterly reports and have the option to assign proxy voting responsibility to Syntrinsic. For any inquiries, contact Chief Compliance Officer Valerie Ruppel at (720) 973-1634 or [email protected].
$1,273,331,296 under management
14 advisors
Fee structure
A percentage of assets under your management
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)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
First Ascent Asset Management, LLC
First Ascent Asset Management, LLC is a financial advisor firm founded by Scott MacKillop, who has extensive experience in the investment management industry. Scott MacKillop previously served in leadership roles at various financial services firms before establishing First Ascent. He is a J.D. graduate from George Washington University and holds a B.A. in Political Science from Stanford University. Scott MacKillop is a fiduciary acting in the best interests of clients and has not been involved in any investment-related legal proceedings. Karen Garcia, the Chief Operating Officer and Chief Compliance Officer at First Ascent, has over 40 years of experience in the financial services industry. She holds a BS in Business Administration from Regis University and is an Investment Advisor Representative. Karen Garcia has a clean disciplinary record and is primarily responsible for the operations and compliance of the firm. Patrick Krulik, the Chief Investment Officer at First Ascent, has over 17 years of experience in the financial services industry. He holds a BS in Business Administration from the University of Colorado and is a CFA Charterholder. Patrick is responsible for managing the investment activities of the firm and is the Chairman of the Investment Committee. Malcolm MacKillop, a Director of Advisory Services at First Ascent, has 12 years of experience in the financial services industry. He holds a BA in English from the University of British Columbia and an MBA in Finance from the University of Colorado Denver. Malcolm is primarily responsible for internal sales and marketing to independent financial advisors and is supervised by Scott MacKillop, the CEO of the firm.
$1,115,584,590 under management
12 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Educational Seminars/workshops
Sub-advisory Services
Ica Group Wealth Management, LLC
Ica Group Wealth Management, LLC is a financial advisory firm based in Denver, Colorado. It currently has approximately $1,028,834,383 of assets under management and employs about 48 people. Ica Group Wealth Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$1,028,834,383 under management
48 advisors
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
Selection Of Other Advisers
Retirement Planning Services
Class Vi Family Office, LLC
Class VI Family Office, LLC, part of the Class VI family of companies, is a Registered Investment Adviser established in 2016 by David Tolson and Chris Younger. The firm specializes in providing consultative and holistic wealth planning solutions to business owners, executives, and entrepreneurs before, during, and after significant liquidity events involving privately held businesses and assets. They offer discretionary and non-discretionary investment management services based on a percentage of assets under management or a flat dollar arrangement. The firm primarily allocates client assets among mutual funds, ETFs, and individual securities based on client objectives. Class VI Family Office encourages clients to engage in the wealth planning process to design and manage investment portfolios tailored to their needs. The firm also offers consulting services on specific financial topics. Clients must maintain assets with a qualified custodian, with Charles Schwab & Co., Inc. recommended. Class VI Family Office does not charge performance-based fees, acts as a fiduciary, and does not vote proxies on clients' behalf. The firm does not have any disciplinary history and has no financial conditions that could impair its ability to meet client commitments. As of December 31, 2024, the firm managed over $1.19 billion in regulatory assets under management. Clients are encouraged to review account statements and reports provided by the firm and custodian for accuracy.
$991,762,555 under management
7 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Consulting
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Denver, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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