Areas served: Denver, CO and surrounding metro area including Aurora, Lakewood, and Jefferson County
Denver's financial advisory landscape reflects the city's diverse economy, from tech professionals and healthcare workers to energy sector employees and retirees. The metro area supports over 200 registered investment advisors and broker-dealers, ranging from national firms with downtown offices to independent fee-only planners serving specific neighborhoods. This directory provides verified information on credentials, fee structures, fiduciary status, and areas of specialization to help residents compare qualified financial advisors across Denver and the surrounding metro area.
GWS&A is an independent financial advisory firm in Denver specializing in comprehensive wealth planning and investment management. Led by CFP®-certified professionals including Adam Way, Eric Jacobs, Mike Silva, Marc Bennett, and Terri Propp, the firm emphasizes fiduciary-standard advice and personalized planning across retirement, estate planning, investment management, insurance planning, and long-term care strategies. Their mission centers on educating clients to achieve predictable lifetime financial security through unbiased, independent guidance.
Colorado Wealth Group is a Denver-based wealth management firm founded by Steven Harp, specializing in comprehensive financial planning, investment management, insurance planning, and tax preparation for individuals, families, and businesses. The team takes a personalized, scenario-based approach to help clients navigate major life changes—from marriage and home purchases to retirement planning—by considering multiple possibilities rather than one-size-fits-all projections. They operate as fiduciaries, acting in clients' best interests with a focus on creating detailed financial blueprints and maintaining ongoing accountability through regular meetings and support.
InSight Financial Planners is a Boulder-based registered investment advisory firm specializing in comprehensive financial planning and investment management. Led by CFP® professionals, they guide clients through the InSight-Full® planning process—a rigorous, client-centric approach that integrates investments, taxes, retirement planning, estate planning, and risk management into a cohesive strategy. They focus on translating financial complexity into clarity and helping clients make confident decisions during market changes and life transitions.
Dechtman Wealth Management is a family-owned fiduciary financial advisor serving the Denver metro area with comprehensive wealth management, retirement planning, investment management, and tax reduction strategies. Led by Jordan Dechtman and his sons Sam and Adam, the firm operates under a fiduciary standard, meaning they're legally obligated to act in clients' best interests rather than recommending products that benefit their business. They specialize in helping clients protect assets, generate investment growth, plan for retirement, and minimize taxes through personalized financial guidance.
Colorado Financial Advisors is a comprehensive wealth management firm serving the Denver area since 1990, specializing in retirement planning, investment management, and financial strategies for individuals, families, and business owners. Led by experienced advisors committed to independent thinking and sound advice, they offer personalized financial planning, professional investment management, life and disability insurance, 401(k) planning, annuities, Medicare supplement guidance, long-term care planning, and mortgage financing through their affiliate. Their fee-based approach aligns their success directly with clients' financial goals, and their independence means they represent multiple insurance carriers and investment platforms rather than being limited to single-company products.
Schutte Financial is an independent fiduciary and Registered Investment Advisor (RIA) based in Denver that provides comprehensive wealth management, custom financial planning, investment portfolio management, and insurance solutions. Led by Daniel Schutte, the firm uses advanced technology and a network of professionals to help clients achieve their financial goals through fee-only advisory services with no commissions. They specialize in retirement planning with Monte Carlo simulations, tax-efficient strategies, debt analysis, education fund planning, and Social Security optimization.
Mercer Advisors is a Denver-based wealth management firm offering comprehensive financial planning, investment management, tax strategy, estate planning, and insurance solutions through a family office structure. Led by CFP-certified principals W. Thomas McNary and Ben Rowse, the firm combines boutique-level personalized service with the resources and expertise of a national firm. They specialize in serving C-suite professionals, entrepreneurs, physicians, engineers, and business owners, with particular expertise in retirement planning, multi-generational succession planning, concentrated stock positions, and special needs planning.
Oak Street Investments is a fee-only fiduciary financial advisor in Greenwood Village specializing in comprehensive wealth management, financial planning, tax preparation, and portfolio management for technology professionals and individuals with assets under $2MM. Led by Jake, a CFP™ with over 20 years of experience and an Enrolled Agent with the IRS, the firm combines investment management, tax planning, and estate planning in one integrated service with transparent, flat-fee pricing. Oak Street stands out by eliminating hidden costs and unnecessary overhead, offering clients direct access to a qualified advisor focused on authentic, competent guidance rather than sales-driven commission structures.
Alpha 1 Tax & Wealth is a Denver-based financial advisory firm specializing in comprehensive retirement planning, investment management, tax strategy, and wealth preservation. Led by a team of SEC-registered investment advisors with in-house CPAs and partnerships with estate planning attorneys, they take a vertically integrated approach to align all aspects of your financial life—from lifetime income planning and risk management to insurance solutions and legacy planning. They've served 500+ clients and are recognized for their fiduciary standard of care, meaning they're legally required to put your interests first.
Beacon Pointe Advisors is a Denver-based financial advisory firm specializing in personalized financial planning and investment management for individuals, families, business owners, and ultra-high-net-worth clients. Led by experienced advisors including Tom Stefaniak and Brad Meyer, the firm helps clients prepare for retirement, plan estates, and build generational wealth while operating under a fiduciary standard. With deep roots in the Downtown Denver metro area and a team of CFP-certified professionals, Beacon Pointe combines expert investment strategies with relationship-focused service and comprehensive financial guidance.
Reynolds Financial Group is an independent financial advisory firm based in Greenwood Village serving the Denver metro area. They specialize in comprehensive financial planning, investment management, and retirement strategy for individuals and families. The team focuses on personalized guidance to help clients build and protect their wealth through strategic planning and disciplined investment approaches.
EdgeRock Wealth Management is an independent financial advisory firm based in Denver serving clients throughout Colorado. They provide comprehensive wealth management, investment management, and financial planning services tailored to help clients build and preserve wealth. EdgeRock combines personalized service with a focus on understanding each client's unique financial goals and circumstances.
The Dunston Financial Team at Moneta Group offers comprehensive wealth management and financial advisory services to Denver-area clients. Led by experienced advisors, the team specializes in investment management, retirement planning, and personalized financial strategies tailored to individual client goals. They focus on building long-term relationships and providing fiduciary-standard advice to help clients grow and protect their wealth.
Maia Wealth is an independent financial advisory firm in Denver specializing in comprehensive wealth management for high-net-worth individuals and families. They offer personalized investment management, retirement planning, and financial strategy tailored to each client's unique goals. The firm is known for its fiduciary approach, ensuring advisors act in clients' best interests.
Inclinevest is a fee-only fiduciary financial advisor based in Greenwood Village serving professionals 40+ across Colorado and nationwide. Founded by CFP® Gabriel Motta, they specialize in retirement planning, tax-efficient investment management, and wealth strategies for high earners, retirees, and those with complex financial needs like stock options or inheritances. As fiduciaries with no commissions or sales incentives, they focus on objective advice aligned entirely with clients' long-term goals.
Centerpiece Wealth Advisors is a fee-only, fiduciary wealth management firm led by Jason Baer and Aaron Leatherwood, serving Colorado families and professionals with $1M+ in investable assets. They provide comprehensive financial planning, investment management, tax planning and preparation, and estate planning services—integrating all four disciplines into personalized financial roadmaps. Based in Denver's Tech Center, they are committed to objective advice with zero product sales or commissions, prioritizing client goals and long-term financial wellbeing over commissions.
Ten Talents Financial Planning, LLC is an independent financial advisory firm based in Parker, CO, specializing in comprehensive financial planning and investment management for individuals and families. Founded on the principle of personalized service, they help clients develop strategies aligned with their long-term goals, from retirement planning to wealth management. Their fee-only approach ensures advice focused solely on client interests, not commission-driven product sales.
Gaia Wealth Management is an independent financial advisory firm in Lakewood specializing in comprehensive wealth planning for individuals and families. They offer investment management, retirement planning, tax-efficient strategies, and personalized financial guidance tailored to each client's goals and values. Founded on a client-first approach, Gaia combines fiduciary responsibility with a commitment to understanding what matters most to their clients.
Four Points Wealth Management is an independent financial advisory firm based in Greenwood Village serving Colorado clients with comprehensive wealth management, investment management, and financial planning services. The firm specializes in helping high-net-worth individuals and families develop personalized strategies for retirement planning, investment management, and long-term financial goals. Their experienced team focuses on fiduciary-standard advice tailored to each client's unique circumstances.
IMPACTfolio is a Denver-based financial advisory firm specializing in flat-fee-only financial planning and impact investing. They manage portfolios (core and explore models) and provide comprehensive financial planning services including retirement planning, Social Security analysis, tax planning, education planning, and estate planning. Their investment philosophy centers on Environmental, Social, and Governance (ESG) criteria—evaluating companies across planet, people, and profit metrics—to deliver both financial returns and measurable positive impact.
Denver Wealth Management is an independent, full-service wealth management firm founded in 2012 by CFP® Blair Braden and CIMA® Zachary Bouck. They provide comprehensive financial planning, investment management through their proprietary Summit Investment Process™, and insurance services to successful individuals and families. As an independent advisor, they're unrestricted by proprietary products and focus on client-centered recommendations, working with clients across all asset sizes from $1 to millions.
True Riches Financial Planning is a faith-based financial advisory firm serving Christian families and households in Denver and nationwide. They provide integrated financial planning, wealth management, and tax return filing under a single transparent flat fee, positioning themselves as a Personal CFO for their clients' entire financial lives. Founded on Christian principles and operating as fee-only fiduciaries, they specialize in helping busy families eliminate financial stress and align wealth management with their values.
Heirloom Wealth Management is a fiduciary, fee-based wealth management firm serving retirees, pre-retirees, business owners, and families in transition. They provide comprehensive financial planning that integrates investment management, tax planning, retirement income strategy, estate planning, and charitable giving into a coordinated approach. Founded on the principle of putting clients' interests first, they feature audited investment performance and in-house tax expertise to help align financial decisions across your entire balance sheet.
Latitude Financial Group is an independent financial advisory firm based in Denver serving clients throughout Colorado. They provide comprehensive financial planning, investment management, and retirement planning services tailored to individuals and families. The team is committed to fiduciary standards and personalized wealth management strategies.
Stonebridge Capital Advisors is a Denver-based fiduciary wealth management firm serving high net worth individuals, families, nonprofits, and institutions. With over 25 years of experience, they offer investment management, comprehensive wealth management, institutional advisory services, and third-party asset management built on fundamental analysis and long-term investment strategies. Their client-centered partnership approach focuses on personalized financial planning, tax-efficient portfolio management, and helping clients align their finances with their most important priorities.
Beyond Wealth Advisors is a Denver-based financial advisory firm specializing in comprehensive wealth management for individuals and families. They provide personalized financial planning, investment management, and retirement strategy services designed to help clients build and preserve long-term wealth. The firm takes a consultative approach to understanding each client's unique goals and circumstances.
Strategic Wealth Designers is a financial advisory firm based in Denver serving clients throughout Colorado. The firm provides comprehensive financial planning and wealth management services, working with clients to understand their goals and dreams and develop personalized strategies. Their dedicated advisory team guides clients through investment management, retirement planning, and other wealth-building services.
SHJ Wealth Advisors is an independent financial advisory firm based in Denver specializing in comprehensive wealth management, investment strategy, and financial planning for individuals and families. The team provides personalized guidance on portfolio management, retirement planning, and long-term wealth building tailored to each client's unique goals and circumstances.
Brighton Jones is a Denver-based wealth management firm specializing in comprehensive financial planning for individuals, families, and business owners. Their team of CFP-certified advisors provides services including retirement planning, estate and tax strategies, insurance and risk assessments, philanthropy guidance, private investments, and real estate planning. Operating under a fiduciary standard, they focus on personalized, long-term wealth strategies tailored to each client's goals while maintaining strong ties to the local community through philanthropic partnerships.
Ratio Wealth Group is a Denver-based wealth management firm operating under Robertson Stephens, offering comprehensive financial planning, investment management, and digital wealth solutions. Their team of experienced advisors from family offices, boutique wealth managers, and private banks provide fiduciary-based guidance tailored to help clients optimize and grow their wealth. They specialize in personalized wealth planning, disciplined investment strategies aligned with individual goals and values, and secure digital platforms for real-time financial visibility.
Mountain Capital Investment Advisors is an independent financial advisory firm based in Westminster specializing in comprehensive wealth management and investment planning. The team provides personalized strategies for portfolio management, retirement planning, and financial guidance tailored to individual client goals. They focus on building long-term client relationships through transparent, thoughtful advice.
Summit Wealth Strategies is an independent financial advisory firm based in Denver's Cherry Creek area, offering comprehensive wealth management services to high-net-worth individuals and families. The firm provides personalized financial planning, investment management, and retirement strategy guidance tailored to each client's unique goals. With a focus on fiduciary principles and long-term wealth building, Summit Wealth Strategies serves as a trusted advisor for those seeking to grow and protect their financial assets.
Denver Private Wealth Management is an independent, fee-based financial advisory firm serving Denver and the surrounding Colorado region. With over 100 years of combined team experience, they offer comprehensive wealth management, personalized financial planning, investment management, and tax & estate strategies designed to help clients protect, grow, and preserve their assets across all life stages. The firm operates as a fiduciary, prioritizing client interests over commissions, and is recognized by Newsweek as one of America's Top Financial Advisory Firms 2025 and by NerdWallet as one of Denver's best financial advisors.
Halbert Hargrove is a fiduciary financial advisory firm serving Denver with a comprehensive suite of wealth management services including investment management, financial planning, retirement planning, tax planning, estate planning, charitable gifting, and family advisory services. Their Denver team of experienced wealth advisors works with clients to create personalized financial strategies aligned with life goals, managing investment portfolios, optimizing tax efficiency, and preserving wealth across generations. They were recognized as a Runner Up for Best Wealth Management/Financial Planner by ColoradoBiz magazine in 2023.
Altitude Wealth Management is a state-registered investment advisor in Denver providing comprehensive financial planning, investment management, and asset management services to individuals, families, and businesses. Led by Haley Sanders, the firm specializes in custom-tailored investment strategies, retirement planning, and financial solutions with a particular focus on empowering women through transparent, fiduciary-based guidance. They offer separately managed accounts and integrate both financial and insurance solutions to help clients achieve financial independence and clarity.
Commonwealth Investment Advisors LLC is a Denver-based financial advisory firm serving investors and business owners with comprehensive investment management and financial planning services. The firm helps clients develop personalized strategies to grow and protect their wealth, with a focus on understanding each client's unique financial goals and circumstances.
GWS&A (Global Wealth Strategies & Associates) is the top-ranked financial advisor in Denver with a Lantern Score of 85.35/100 and a 5-star rating from 234 reviews. The firm specializes in comprehensive wealth planning and investment management for high-net-worth individuals, pre-retirees, retirees, business owners, and families with estate planning needs.
Several top-ranked Denver advisors specialize in business owners: Colorado Wealth Group (Lantern Score 85.07/100) offers holistic wealth management for business owners, Dechtman Wealth Management (83.28/100) helps with business exits and managing proceeds, and Alpha 1 Tax & Wealth (81.68/100) focuses on succession planning and tax strategy. All three are led by CFP®-certified professionals.
Multiple top-rated firms specialize in retirement planning: InSight Financial Planners (Lantern Score 83.51/100), Dechtman Wealth Management (83.28/100), and Schutte Financial (82.15/100) all focus on pre-retirees and retirees seeking comprehensive planning. For those approaching retirement, Colorado Financial Advisors (82.76/100) specializes in retirement planning and has served the Denver area since 1990.
Schutte Financial (Lantern Score 82.15/100) specializes specifically in tax-efficient strategies for high-net-worth individuals and has a 5-star rating. Alternatively, Oak Street Investments (81.80/100) offers integrated tax and investment advice for high-income earners with $500K–$2MM in assets, and is fee-only and fiduciary-based.
IMPACTfolio (Lantern Score 78.61/100) is Denver-based and specializes in flat-fee-only financial planning and impact investing with a 5-star rating. They manage both core and explore portfolio models and are ideal for ESG-focused professionals and impact-conscious investors seeking comprehensive financial planning.
True Riches Financial Planning (Lantern Score 77.15/100) is a faith-based financial advisory firm serving Christian families and households in Denver and nationwide with a 5-star rating. They provide integrated financial planning and wealth management specifically aligned with faith-driven values and serve clients tired of high asset minimums.