Living in Denver, Colorado, you may be used to living in an area with thinner air compared to other states in the U.S., but this shouldn't mean your financial strategy should thin as well. The cost of living in Denver is 12% higher than the national average. With the average salary being $76,000, consulting with a financial advisor may help keep more money in your wallet. With over 2000 financial experts working in your city, it would be wise to connect with 1-3 professionals familiar with your financial situation and Colorado's financial laws. Our process of vetting top financial advisors in your city could be a great solution to help you save time, help you avoid costly mistakes, and match you with an advisor you can trust.
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Denver, Colorado, FinancialAdvisor.net is a useful resource. We've compiled a list of the 9 vetted financial advisors and 279 non-vetted financial advisors in Denver, Colorado, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Denver, Colorado have an average of 19 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
JANUS HENDERSON INVESTORS 151 Detroit Street, Denver, CO, 80206 | 104652 | $269,270,176,628 | 7222 | A percentage of AUM, Performance Based |
TRANSAMERICA ASSET MANAGEMENT, INC. 1801 California Street, Suite 5200 Denver, CO, 80202 | 107376 | $88,624,009,784 | 142 | A percentage of AUM, Fixed fees |
PUBLIC TRUST ADVISORS, LLC 717 17th Street, Suite 1850 Denver, CO, 80202 | 159189 | $51,499,621,412 | 76 | A percentage of AUM, Fixed fees, Other (CONSULTING FEES) |
MERCER GLOBAL ADVISORS INC. 1200 17th Street, Suite 500 Denver, CO, 80202 | 147363 | $34,011,524,251 | 61972 | A percentage of AUM, Fixed fees |
ARROWMARK COLORADO HOLDINGS, LLC 100 Fillmore Street, Suite 325 Denver, CO, 80206 | 149120 | $21,793,929,553 | 175 | A percentage of AUM, Performance Based |
ALPS ADVISORS, INC. 1290 Broadway, Suite 1000, Denver, CO, 80203 | 134340 | $18,876,170,687 | 8 | A percentage of AUM, Fixed fees |
KSL CAPITAL PARTNERS 100 St. Paul Street, Suite 800 Denver, CO, 80206 | 155677 | $17,987,833,412 | 33 | A percentage of AUM, Performance Based, Other (PORTCO TRANS, MONITORING, CONSULTING, MARGIN, AND DIRECTORS FEES) |
BEAR CREEK ASSET MANAGEMENT, LLC 1200 17th Street, Suite 970 Denver, CO, 80202 | 137677 | $13,780,095,000 | 179 | A percentage of AUM, Performance Based |
PROPRIETARY CAPITAL, LLC 1800 Larimer Street, Suite 1825 Denver, CO, 80202 | 125139 | $13,193,254,000 | 54 | A percentage of AUM, Performance Based |
NORTHWOOD INVESTORS LLC 1819 Wazee Street, Denver, CO, 80202 | 161406 | $11,022,472,477 | 29 | A percentage of AUM, Performance Based, Other (ACQUISITION FEE) |
1888 INVESTMENTS, LLC 1401 Lawrence Street, Suite 1920 Denver, CO, 80202 | 312491 | $6,771,104,920 | 58 | A percentage of AUM, Performance Based |
CAMBIAR INVESTORS, LLC 200 Columbine Street, Suite 800 Denver, CO, 80206 | 115093 | $5,699,493,259 | 9629 | A percentage of AUM |
VERSUS CAPITAL ADVISORS LLC 5050 S. Syracuse Street, Suite 1100, Denver, CO, 80237-3386 | 143857 | $5,671,349,229 | 6 | A percentage of AUM |
PARADICE INVESTMENT MANAGEMENT LLC 250 Fillmore St, Suite 425 Denver, CO, 80206 | 164411 | $4,586,033,288 | 14 | A percentage of AUM, Performance Based |
REVELSTOKE CAPITAL PARTNERS 260 N. Josephine St., Suite 500 Denver, CO, 80206 | 173859 | $4,518,499,102 | 18 | A percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS) |
* 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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