Top Financial Advisors in Denver, Colorado
Finding the right financial advisor in Denver is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Denver, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Denver, CO.
Find the Best Financial Advisor Firms in Denver:
MERCER GLOBAL ADVISORS INC.
CRD#: 147363
Address: 1200 17th Street Suite 2000, Denver, CO 80202
Clients: 17,010
Average Clients per Advisor: 22
AUM: $ 60.3B
ARAX ADVISORY PARTNERS
CRD#: 133535
Address: 730 17th Street Suite 107, Denver, CO 80202
Clients: 4,610
Average Clients per Advisor: 75
AUM: $ 9.0B
IWP WEALTH MANAGEMENT LLC
CRD#: 136314
Address: 2719 E. 3rd Avenue, Denver, CO 80206
Clients: 4
Average Clients per Advisor: 0
AUM: $ 3.9B
BOK FINANCIAL PRIVATE WEALTH, INC.
CRD#: 106733
Address: 1600 Broadway 4th Floor, Denver, CO 80202
Clients: 297
Average Clients per Advisor: 15
AUM: $ 3.2B
IMA WEALTH
CRD#: 112091
Address: 1705 17th Street Suite 100, Denver, CO 80202
Clients: 426
In Business for: 25 Years
Average Clients per Advisor: 12
AUM: $ 3.2B
JFG FAMILY OFFICE
CRD#: 125101
Address: 1144 Fifteenth Street Suite 3950, Denver, CO 80202
AUM: $ 2.7B
How We Chose the Top Financial Advisors in Denver, Colorado
To create this list of top financial advisor firms in Denver, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Denver has to offer.
Search Financial Advisors in Denver, Colorado
Craig Stuart Johlfs
Lorie Chantelle Jones
Jordan Mark Dechtman
Jennifer Lucille Pierce
Keven P Coe
Brandon Joseph Giorgetta
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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