Top Financial Advisors in Denver, CO

Find an Advisor

Fee-based Mercer Global Advisors, Inc. is SmartAsset's top financial advisor firm in Denver. Outside of its headquarters in the city, the firm boasts offices throughout Georgia, Texas, Illinois, Florida, Ohio, Michigan, Connecticut, Montana, New Jersey, Hawaii, California, Wisconsin, New York, Nebraska, Oregon, Pennsylvania, Arizona, Washington, Virginia and Delaware. The firm has hundreds of financial advisors working to manage its billions in assets under management (AUM).

Individuals and high-net-worth individuals are Mercer's most common client types. It also maintains advisory relationships with pension and profit-sharing plans, charitable organizations and businesses. The firm generally requires accounts to have a minimum of $500,000. Certain advisors at Mercer can sell securities on a commission basis. While this is a potential conflict of interest, the firm's fiduciary duty requires it to act in clients' best interests at all times.

Investing strategies may include strategically weighted investments, broad asset class and multi-factor diversification, attention to cost, separate account managers and institutional funds, systematic rebalancing or tax and distribution management. Beyond those basic tenets, the firm offers an array of customized strategies designed to meet varying risk tolerance levels, time horizons and investment objectives. These include total return strategies, defensive strategies and income strategies.

Find an Advisor

Buck Wealth Strategies is a fee-based firm that offers financial planning, retirement planning and other services to individuals, high-net-worth individuals, trusts and employer-sponsored retirement plans. 

BWS takes a macro-environmental approach to tactical asset allocation with sector rotation and uses a relative growth/value framework in determining sub-asset classes. This top-down method allows BWS to assess the investing landscape and provide recommendations as to when and where it may be advantageous to modify exposures within the asset classes, market segments and sectors. 

During personal discussions with clients, the firm will determine the client’s objectives, time horizons, risk tolerance and liquidity needs. As appropriate, the Firm will also review a client’s prior investment history, as well as family composition and background. Based on client needs, BWS will develop a client’s personal profile and investment plan.

Maia Wealth is a fee-based firm that offers investment management, financial planning, retirement plan advisory services and financial institution consulting. The firm works with individuals, high-net-worth individuals, trusts, estates, businesses, retirement plan sponsors and certain broker/dealer customers. Maia Wealth does not require a minimum initial account value.

The firm provides discretionary and non-discretionary investment management, along with participant account management, estate planning coordination, tax coordination, philanthropic planning and risk management. Maia Wealth may also use independent managers and robo-advisor platforms for certain investment platform services. Specific advisor certifications were not identified in the provided firm materials.

Maia Wealth generally uses fundamental, technical and cyclical analysis when evaluating investments. Client portfolios may include mutual funds, ETFs, individual bonds and equity securities, depending on each client’s circumstances. The firm generally uses long-term investment strategies, though it may use short-term trading for rebalancing or client cash needs. It may also use model portfolios, tactical allocation changes, options strategies and automated portfolio management platforms.

Triumph Capital Management is a fee-based firm that works with individuals, high-net-worth individuals, families, small businesses, trusts, charitable organizations, estates and retirement plan accounts. The Denver-based firm was founded in 2016 and manages $645.6 million in discretionary assets. The firm does not necessarily have a set account minimum, though certain third-party asset managers may impose their own minimums.

The firm provides discretionary investment management, third-party asset manager selection and oversight, model-based portfolio management, retirement plan advisory services and financial planning and consulting. It also offers advisory services for self-directed brokerage accounts, variable products and alternative products. Certain advisors at Triumph Capital Management may receive insurance-related compensation in addition to advisory fees. While this is a potential conflict of interest, the firm’s fiduciary duty requires it to act in clients’ best interests at all times.

Triumph Capital Management uses a mix of long-term and short-term strategies, including active trading, diversified model portfolios and tactical allocation across asset classes. Its analysis may include fundamental, cyclical and technical analysis, as well as charting. Portfolios may incorporate growth and value styles, sector and market diversification, tax-efficient management and rebalancing based on market changes.

Find an Advisor

To be a client of GHP Investment Advisors, Inc. (GHPIA), you’ll need at least $500,000 in investable assets. The fee-only firm is one of a few on this list that has a majority of non-high-net-worth individual clients. High-net-worth individuals account for just one-fifth of its client base.

GHPIA claims to be all about integration. When working with clients, the firm focuses on widespread wealth management for your entire life. It wants to get everyone from your accountant to your insurance broker to your attorney on the same page and working toward the same goals.

The firm customizes portfolios to fit clients’ needs, goals and risk levels. It makes its selections using a unique tool called the GHPIA Benchmark Valuation Indicator, which measures risk through various statistical tools to weed out anything high risk. GHPIA mainly uses fundamental analysis when making investment decisions. The firm also employs a range of investment strategies, including long-term purchases, short-term purchases, margin transactions and option writing. 

Find an Advisor

JFG Wealth Management is a fee-only firm working only with high-net-worth individuals. Unsurprisingly, there is a fairly high minimum account size of $5 million.

Fees are based on a percentage of assets under management for investment advice and fixed for financial consulting. The team includes chartered alternative investment analysts (CAIAs), Certified Financial Planners™ (CFPs®), chartered financial analysts (CFAs) and certified public accountants (CPAs).

Around half of the assets under management at JFG are invested in mutual funds. Almost a quarter is in stocks, and around one-fifth is invested in private capital investments. The rest is split between bonds and cash holdings.

Find an Advisor

IWP Wealth Management, LLC does not necessarily have a set account minimum, so long as clients pay their individually negotiated, fixed quarterly fee. The fee-only firm’s client base is made up almost entirely of high-net-worth individuals, which account for nearly 90% of its clientele.

The firm was formed because its founders thought that while the financial industry had wealth management covered, it wasn’t offering much in the way of assistance with the day-to-day complexities of wealth. IWP Wealth Management, which identifies as a family office, limits the number of families it serves so it can ensure it’s always available to provide counsel and guidance.

IWP Wealth Management says its investment philosophy is risk-averse, focusing more on preserving wealth than earning aggressive returns. The firm has a wealth platform, where its clients can sign in to monitor their investments' growth over time and find other financial information.

To be a client of Bok Financial Private Wealth, Inc., you’ll generally need at least $2.5 million in liquid assets, though exceptions may be approved by a managing director. The fee-based firm offers wealth management and investment advisory services to high-net-worth individuals, families, trusts, estates, institutions and retirement plan fiduciaries. Advisory fees are generally charged as a percentage of assets under management.

BOK Financial Private Wealth offers discretionary and non-discretionary investment management, investment supervisory services, wealth advisory services, retirement plan advisory services and portfolio management for wrap fee programs. Financial planning services are available through an affiliate and may be provided by BOK Financial CFP® professionals. The firm also offers account aggregation, specialized investment management and research services.

The firm typically builds diversified portfolios across multiple asset classes, including U.S. and foreign stocks, bonds and specialized investments. Portfolios may use individual securities, mutual funds, ETFs and separately managed accounts, based on client needs. BOK Financial Private Wealth also considers target allocations, rebalancing, portfolio expenses, fundamental valuations, macroeconomic conditions and market sentiment when managing client assets.

Find an Advisor

IMA Advisory Services is a fee-based firm that offers a variety of advisory services that includes financial planning, asset management, subadvisory services and more. The firm primarily works with indviduals, high-net-worth indviduals, corporations, trusts, charitable organizations and trusts. 

Fees for financial planning services are stated in the engagement agreement and are subject to negotiation. However, asset management services will cost an annual fee as a percentage of assets under management (AUM). Advisory fees vary by services but will not exceed the annual cost of 1.25%. 

The firm recommends various types of securities, and we do not primarily recommend one particular type of security over another since each client has different needs and different tolerance for risk. Each type of security has its own unique set of risks associated with it. Some investment reccomendations might include mutual funds, ETFs, municipals and bonds but the actual recommendations will depend on the needs of each client. 

Find an Advisor

Sharkey, Howes & Javer, Inc., which does business as SHJ Wealth Advisors, is a fee-only firm that offers financial planning, investment management and retirement plan services to individuals, families, businesses, trustees and pension plans. The Denver-based firm generally requires a minimum investment account size of $250,000, though it may accept smaller accounts in certain circumstances.

The firm’s financial planning services may address cash flow, debt reduction, retirement distributions, education funding, tax planning, employee benefits and business planning. Other services include portfolio design and implementation, stock option analysis, insurance analysis, 401(k) allocation reviews, qualified retirement plan selection, mortgage option analysis and management of certain held-away assets. The team includes some Certified Financial Planners™ (CFPs®).

SHJ Wealth Advisors primarily uses asset allocation strategies built around stocks, bonds and cash. Portfolios may be designed for capital preservation, income generation, purchasing power protection, long-term growth or aggressive growth. The firm uses fundamental and technical analysis, reviews mutual funds and interval funds, evaluates individual stocks and bonds and may incorporate an ESG overlay when directed by the client.