AdvisorRanked

Best Financial Advisors in DENVER, Colorado

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

148
Registered Firms
0.95%
Median Fee
of assets/year
$581M
Median AUM
148
Firms Listed
in our database

Top-Ranked Advisors in DENVER

#1
100

SHELTON CAPITAL MANAGEMENT

DENVER, CO · Since 1985

$6.5B AUM23 clientsFee: 0%
FiduciaryFee-Only
#2
100

ALPINE WEALTH ADVISORS, LLC

DENVER, CO · Since 2024

$116M AUM1 clientsFee: 0%
FiduciaryFee-Only
#3
100

INNOVEST PORTFOLIO SOLUTIONS LLC

DENVER, CO · Since 1996

$0 AUM30 clientsFee: 0%
FiduciaryFee-Only
#4
100

PETERSON FINANCIAL SERVICES LLC

DENVER, CO · Since 2022

$124M AUM1 clientsFee: 0%
FiduciaryFee-Only
#5
100

BOK FINANCIAL PRIVATE WEALTH, INC.

DENVER, CO · Since 1996

$3.7B AUM23 clientsFee: 0%
FiduciaryFee-Only
#6
100

MONTICELLO ASSOCIATES, LLC

DENVER, CO · Since 1996

$0 AUM31 clientsFee: 0%
FiduciaryFee-Only
#7
100

INVESTMENT RESEARCH CORP

DENVER, CO · Since 1972

$76M AUM16 clientsFee: 0%
FiduciaryFee-Only
#8
100

MARSICO CAPITAL MANAGEMENT, LLC

DENVER, CO · Since 1997

$4.3B AUM7 clientsFee: 0%
FiduciaryFee-Only
#9
100

FREEDOM FUNDS MANAGEMENT CO

DENVER, CO · Since 1987

$1.9B AUM3 clientsFee: 0%
FiduciaryFee-Only
#10
100

DESTINY CAPITAL CORPORATION

DENVER, CO · Since 1989

$382M AUM9 clientsFee: 0%
FiduciaryFee-Only
#11
100

J.F. WILLIAMS CO., INC.

DENVER, CO · Since 2015

$286M AUM4 clientsFee: 0%
FiduciaryFee-Only
#12
100

CAMBIAR INVESTORS, LLC

DENVER, CO · Since 2001

$2.9B AUM8 clientsFee: 0%
FiduciaryFee-Only
#13
100

PEAK FINANCIAL ADVISORS

DENVER, CO · Since 2001

$269M AUM2 clientsFee: 0%
FiduciaryFee-Only
#14
100

INTEGRITY PROSPERITY SECURITY (IPS) STRATEGIC CAPITAL

DENVER, CO · Since 2016

$91M AUM1 clientsFee: 0%
FiduciaryFee-Only
#15
100

BUTLER FINANCIAL SERVICES

DENVER, CO · Since 2021

$155M AUM2 clientsFee: 0%
FiduciaryFee-Only
#16
100

HOFFMANN HERMANSON

DENVER, CO · Since 2025

$183M AUM2 clientsFee: 0%
FiduciaryFee-Only
#17
100

COLUMBIA BENEFITS, LLC

DENVER, CO · Since 2025

$116M AUM1 clientsFee: 0%
FiduciaryFee-Only
#18
100

ALPS ADVISORS, INC.

DENVER, CO · Since 2006

$38.8B AUM28 clientsFee: 0%
FiduciaryFee-Only
#19
100

WORLD CAPITAL ADVISORS, LLC

DENVER, CO · Since 2014

$72M AUM1 clientsFee: 0%
FiduciaryFee-Only
#20
100

HELM INVESTMENT MANAGEMENT, LLC

DENVER, CO · Since 2006

$371M AUM2 clientsFee: 0%
FiduciaryFee-Only
#21
100

LOTUSGROUP ADVISORS

DENVER, CO · Since 2017

$286M AUM7 clientsFee: 0%
FiduciaryFee-Only
#22
100

HARRISON STREET PRIVATE WEALTH LLC

DENVER, CO · Since 2011

$4.1B AUM11 clientsFee: 0%
FiduciaryFee-Only
#23
100

INFINIUM INVESTMENT ADVISORS, LLC

DENVER, CO · Since 2020

$152M AUM2 clientsFee: 0%
FiduciaryFee-Only
#24
100

BOW RIVER CAPITAL

DENVER, CO · Since 2011

$3.2B AUM37 clientsFee: 0%
FiduciaryFee-Only
#25
100

PRINCETON FUND ADVISORS, LLC

DENVER, CO · Since 2011

$780M AUM7 clientsFee: 0%
FiduciaryFee-Only
#26
100

MILLENNIUM BRIDGE CAPITAL

DENVER, CO · Since 2012

$717M AUM9 clientsFee: 0%
FiduciaryFee-Only
#27
100

FRONTRANGE CAPITAL ADVISERS, LLC

DENVER, CO · Since 2012

$1.5B AUM29 clientsFee: 0%
FiduciaryFee-Only
#28
100

WEALTH ENGINEERS, LLC

DENVER, CO · Since 2026

$118M AUM1 clientsFee: 0%
FiduciaryFee-Only
#29
100

OAKWOOD REAL ESTATE PARTNERS, LLC

DENVER, CO · Since 2014

$540M AUM4 clientsFee: 0%
FiduciaryFee-Only
#30
100

COLLIER FINANCIAL, INC

DENVER, CO · Since 2021

$161M AUM1 clientsFee: 0%
FiduciaryFee-Only
#31
100

TRIUMPH CAPITAL MANAGEMENT

DENVER, CO · Since 2016

$646M AUM17 clientsFee: 0%
FiduciaryFee-Only
#32
100

LION EQUITY INVESTMENT ADVISORS, LLC

DENVER, CO · Since 2023

$173M AUM12 clientsFee: 0%
FiduciaryFee-Only
#33
100

CAPITAL ASSET MANAGEMENT, LLC

DENVER, CO · Since 2022

$209M AUM4 clientsFee: 0%
FiduciaryFee-Only
#34
100

CLASS VI FAMILY OFFICE, LLC

DENVER, CO · Since 2017

$1.5B AUM8 clientsFee: 0%
FiduciaryFee-Only
#35
100

BAYSWATER MANAGEMENT COMPANY LP

DENVER, CO · Since 2016

$991M AUM6 clientsFee: 0%
FiduciaryFee-Only
#36
100

HIGGINS & SCHMIDT WEALTH STRATEGIES LLC

DENVER, CO · Since 2020

$279M AUM3 clientsFee: 0%
FiduciaryFee-Only
#37
100

325 FILLMORE LLC

DENVER, CO · Since 2017

$104M AUM1 clientsFee: 0%
FiduciaryFee-Only
#38
100

IMPACTFOLIO LLC

DENVER, CO · Since 2021

$289M AUM3 clientsFee: 0%
FiduciaryFee-Only
#39
100

SMITH CAPITAL INVESTORS, LLC

DENVER, CO · Since 2018

$13.1B AUM17 clientsFee: 0%
FiduciaryFee-Only
#40
100

NOBLE WEALTH PARTNERS

DENVER, CO · Since 2026

$118M AUM2 clientsFee: 0%
FiduciaryFee-Only
#41
100

MANNA TREE PARTNERS, LLC

DENVER, CO · Since 2021

$816M AUM10 clientsFee: 0%
FiduciaryFee-Only
#42
100

ARROWMARK ASSET MANAGEMENT, LLC

DENVER, CO · Since 2020

$224M AUM2 clientsFee: 0%
FiduciaryFee-Only
#43
100

PRIMARK ADVISORS, LLC

DENVER, CO · Since 2020

$372M AUM2 clientsFee: 0%
FiduciaryFee-Only
#44
100

LAB QUANTITATIVE STRATEGIES, LLC

DENVER, CO · Since 2021

$1.6B AUM12 clientsFee: 0%
FiduciaryFee-Only
#45
100

OPHIR ASSET MANAGEMENT US LLC

DENVER, CO · Since 2021

$1.3B AUM5 clientsFee: 0%
FiduciaryFee-Only
#46
100

DREAM U.S. MANAGER LLC

DENVER, CO · Since 2021

$1.0B AUM9 clientsFee: 0%
FiduciaryFee-Only
#47
100

KELLY INTELLIGENCE

DENVER, CO · Since 2021

$82M AUM2 clientsFee: 0%
FiduciaryFee-Only
#48
100

PARALEL ADVISORS LLC

DENVER, CO · Since 2021

$2.7B AUM2 clientsFee: 0%
FiduciaryFee-Only
#49
100

COLLEGIATE PEAKS ASSET MANAGEMENT, LLC

DENVER, CO · Since 2022

$365M AUM3 clientsFee: 0%
FiduciaryFee-Only
#50
100

BOW RIVER ADVISERS, LLC

DENVER, CO · Since 2023

$1.2B AUM5 clientsFee: 0%
FiduciaryFee-Only
#51
100

MERCER ADVISORS PRIVATE ASSET MANAGEMENT, INC.

DENVER, CO · Since 2023

$206M AUM1 clientsFee: 0%
FiduciaryFee-Only
#52
100

MEKETA CAPITAL, LLC

DENVER, CO · Since 2024

$83M AUM14 clientsFee: 0%
FiduciaryFee-Only
#53
100

CLASS VI VENTURES, LLC

DENVER, CO · Since 2023

$15M AUM3 clientsFee: 0%
FiduciaryFee-Only
#54
100

BEAR CREEK FUND ADVISORS LLC

DENVER, CO · Since 2024

$283M AUM12 clientsFee: 0%
FiduciaryFee-Only
#55
100

MIDBRIDGE ADVISORS LP

DENVER, CO · Since 2024

$0 AUM12 clientsFee: 0%
FiduciaryFee-Only
#56
100

PROTOCOL WEALTH, LLC

DENVER, CO · Since 2025

$127M AUM3 clientsFee: 0%
FiduciaryFee-Only
#57
100

ASK DOLLY

DENVER, CO · Since 2025

$0 AUM3 clientsFee: 0%
FiduciaryFee-Only
#58
100

FREIF ADVISORS LLC

DENVER, CO · Since 2026

$570M AUM29 clientsFee: 0%
FiduciaryFee-Only
#59
95

JANUS HENDERSON INVESTORS

DENVER, CO · Since 1978

$380.4B AUM152 clientsFee: 0%
FiduciaryFee-Only
#60
95

PARAGON CAPITAL MANAGEMENT

DENVER, CO · Since 1990

$1.3B AUM5 clientsFee: 0%
FiduciaryFee-Only
#61
95

SHARKEY HOWES & JAVER INC

DENVER, CO · Since 1991

$1.1B AUM9 clientsFee: 0%
FiduciaryFee-Only
#62
95

M.Z. KARK & ASSOCIATES, INC

DENVER, CO · Since 1985

$370M AUM2 clientsFee: 0%
FiduciaryFee-Only
#63
95

GHP INVESTMENT ADVISORS INC

DENVER, CO · Since 1995

$3.1B AUM22 clientsFee: 0%
FiduciaryFee-Only
#64
95

TILLMAN HARTLEY LLC

DENVER, CO · Since 1999

$746M AUM3 clientsFee: 0%
FiduciaryFee-Only
#65
95

TOWLE & CO

DENVER, CO · Since 1981

$474M AUM4 clientsFee: 0%
FiduciaryFee-Only
#66
95

IMA ADVISORY SERVICES, INC.

DENVER, CO · Since 2014

$3.9B AUM40 clientsFee: 0%
FiduciaryFee-Only
#67
95

ALTIUS FINANCIAL, INC.

DENVER, CO · Since 2019

$212M AUM2 clientsFee: 0%
FiduciaryFee-Only
#68
95

SHEARWATER CAPITAL

DENVER, CO · Since 2013

$427M AUM4 clientsFee: 0%
FiduciaryFee-Only
#69
95

JFG FAMILY OFFICE

DENVER, CO · Since 2014

$4.5B AUM35 clientsFee: 0%
FiduciaryFee-Only
#70
95

PROPRIETARY CAPITAL, LLC

DENVER, CO · Since 2003

$652M AUM8 clientsFee: 0%
FiduciaryFee-Only
#71
95

IBEX INVESTORS LLC

DENVER, CO · Since 2016

$1.2B AUM10 clientsFee: 0%
FiduciaryFee-Only
#72
95

THE INSTITUTE

DENVER, CO · Since 2007

$1.4B AUM21 clientsFee: 0%
FiduciaryFee-Only
#73
95

IWP WEALTH MANAGEMENT LLC

DENVER, CO · Since 2005

$4.3B AUM14 clientsFee: 0%
FiduciaryFee-Only
#74
95

ELEVATION POINT WEALTH PARTNERS, LLC

DENVER, CO · Since 2006

$8.3B AUM38 clientsFee: 0%
FiduciaryFee-Only
#75
95

BEAR CREEK ASSET MANAGEMENT, LLC

DENVER, CO · Since 2005

$5.2B AUM8 clientsFee: 0%
FiduciaryFee-Only
#76
95

CRESCAT PORTFOLIO MANAGEMENT LLC

DENVER, CO · Since 2008

$536M AUM6 clientsFee: 0%
FiduciaryFee-Only
#77
95

EXCELLERE PARTNERS

DENVER, CO · Since 2007

$2.3B AUM22 clientsFee: 0%
FiduciaryFee-Only
#78
95

MERCER GLOBAL ADVISORS INC.

DENVER, CO · Since 2008

$84.4B AUM632 clientsFee: 0%
FiduciaryFee-Only
#79
95

MAINLINE WEST FUND MANAGER LLC

DENVER, CO · Since 2008

$1.8B AUM4 clientsFee: 0%
FiduciaryFee-Only
#80
95

ARROWMARK COLORADO HOLDINGS, LLC

DENVER, CO · Since 2009

$21.0B AUM41 clientsFee: 0%
FiduciaryFee-Only
#81
95

KEYSTONE GLOBAL PARTNERS LLC

DENVER, CO · Since 2015

$581M AUM2 clientsFee: 0%
FiduciaryFee-Only
#82
95

LAPIS ADVISERS, LP

DENVER, CO · Since 2010

$789M AUM9 clientsFee: 0%
FiduciaryFee-Only
#83
95

ISRAEL INVESTMENT ADVISORS, LLC

DENVER, CO · Since 2010

$96M AUM4 clientsFee: 0%
FiduciaryFee-Only
#84
95

BULLSEYE ASSET MANAGEMENT LLC

DENVER, CO · Since 2014

$184M AUM2 clientsFee: 0%
FiduciaryFee-Only
#85
95

ASCENTRIS

DENVER, CO · Since 2011

$122M AUM30 clientsFee: 0%
FiduciaryFee-Only
#86
95

KSL CAPITAL PARTNERS

DENVER, CO · Since 2012

$25.6B AUM71 clientsFee: 0%
FiduciaryFee-Only
#87
95

CHERRY CREEK FAMILY OFFICES

DENVER, CO · Since 2011

$2.0B AUM6 clientsFee: 0%
FiduciaryFee-Only
#88
95

PTMA INVESTMENT ADVISORS

DENVER, CO · Since 2011

$104.2B AUM81 clientsFee: 0%
FiduciaryFee-Only
#89
95

HIGHPASS ASSET MANAGEMENT LLC

DENVER, CO · Since 2020

$218M AUM2 clientsFee: 0%
FiduciaryFee-Only
#90
95

MICHAUD CAPITAL MANAGEMENT LLC

DENVER, CO · Since 2012

$2.4B AUM6 clientsFee: 0%
FiduciaryFee-Only
#91
95

PLATTE RIVER EQUITY

DENVER, CO · Since 2012

$1.5B AUM20 clientsFee: 0%
FiduciaryFee-Only
#92
95

RESOURCE CAPITAL FUNDS

DENVER, CO · Since 2012

$1.8B AUM25 clientsFee: 0%
FiduciaryFee-Only
#93
95

NORTHWOOD INVESTORS LLC

DENVER, CO · Since 2012

$9.0B AUM27 clientsFee: 0%
FiduciaryFee-Only
#94
95

DELTA-V CAPITAL, LLC

DENVER, CO · Since 2015

$1.6B AUM11 clientsFee: 0%
FiduciaryFee-Only
#95
95

ROCKWOOD EQUITY PARTNERS LLC

DENVER, CO · Since 2022

$190M AUM11 clientsFee: 0%
FiduciaryFee-Only
#96
95

WALKER & DUNLOP INVESTMENT PARTNERS, INC.

DENVER, CO · Since 2013

$2.7B AUM35 clientsFee: 0%
FiduciaryFee-Only
#97
95

SAGARD REAL ESTATE ADVISORS

DENVER, CO · Since 2013

$1.2B AUM22 clientsFee: 0%
FiduciaryFee-Only
#98
95

G&S CAPITAL LLC

DENVER, CO · Since 2014

$476M AUM5 clientsFee: 0%
FiduciaryFee-Only
#99
95

DENVER PWM, LLC

DENVER, CO · Since 2014

$524M AUM4 clientsFee: 0%
FiduciaryFee-Only
#100
95

SPRUCEVIEW CAPITAL PARTNERS LLC

DENVER, CO · Since 2014

$2.3B AUM8 clientsFee: 0%
FiduciaryFee-Only
#101
95

REVELSTOKE CAPITAL PARTNERS

DENVER, CO · Since 2015

$6.7B AUM47 clientsFee: 0%
FiduciaryFee-Only
#102
95

SACHEM HILL LLC

DENVER, CO · Since 2017

$1.2B AUM5 clientsFee: 0%
FiduciaryFee-Only
#103
95

ALIGN IMPACT, LLC

DENVER, CO · Since 2015

$715M AUM11 clientsFee: 0%
FiduciaryFee-Only
#104
95

WEST END WEALTH MANAGEMENT, LLC

DENVER, CO · Since 2022

$170M AUM2 clientsFee: 0%
FiduciaryFee-Only
#105
95

ROUBAIX CAPITAL, LLC

DENVER, CO · Since 2015

$299M AUM3 clientsFee: 0%
FiduciaryFee-Only
#106
95

ALPHA CAPITAL MANAGEMENT GROUP LLC

DENVER, CO · Since 2016

$734M AUM3 clientsFee: 0%
FiduciaryFee-Only
#107
95

INTEGRITY WEALTH SOLUTIONS LLC

DENVER, CO · Since 2020

$369M AUM2 clientsFee: 0%
FiduciaryFee-Only
#108
95

DENVER WEALTH MANAGEMENT, INC.

DENVER, CO · Since 2018

$530M AUM9 clientsFee: 0%
FiduciaryFee-Only
#109
95

BRUCE G. ALLEN INVESTMENTS, LLC

DENVER, CO · Since 2017

$258M AUM2 clientsFee: 0%
FiduciaryFee-Only
#110
95

SENECA CAPITAL MANAGEMENT, LLC

DENVER, CO · Since 2021

$120M AUM1 clientsFee: 0%
FiduciaryFee-Only
#111
95

CLEAR CREEK ADVISORS

DENVER, CO · Since 2018

$722M AUM9 clientsFee: 0%
FiduciaryFee-Only
#112
95

MAIA WEALTH

DENVER, CO · Since 2021

$973M AUM36 clientsFee: 0%
FiduciaryFee-Only
#113
95

MOUNTAINGATE MANAGEMENT CO., LLC

DENVER, CO · Since 2019

$1.5B AUM17 clientsFee: 0%
FiduciaryFee-Only
#114
95

FORUM CAPITAL ADVISORS LLC

DENVER, CO · Since 2021

$815M AUM29 clientsFee: 0%
FiduciaryFee-Only
#115
95

RESOLUTE CAPITAL ASSET PARTNERS LLC

DENVER, CO · Since 2022

$381M AUM5 clientsFee: 0%
FiduciaryFee-Only
#116
95

LOTUSGROUP CAPITAL

DENVER, CO · Since 2018

$157M AUM3 clientsFee: 0%
FiduciaryFee-Only
#117
95

STEELE STREET PRIVATE WEALTH MANAGEMENT

DENVER, CO · Since 2021

$188M AUM2 clientsFee: 0%
FiduciaryFee-Only
#118
95

NZS CAPITAL LLC

DENVER, CO · Since 2020

$4.1B AUM5 clientsFee: 0%
FiduciaryFee-Only
#119
95

CREST ROCK PARTNERS

DENVER, CO · Since 2019

$1.1B AUM10 clientsFee: 0%
FiduciaryFee-Only
#120
95

SYNERGY FINANCIAL PARTNERS, LLC

DENVER, CO · Since 2019

$309M AUM5 clientsFee: 0%
FiduciaryFee-Only
#121
95

ELK RIVER WEALTH MANAGEMENT LLC

DENVER, CO · Since 2020

$971M AUM8 clientsFee: 0%
FiduciaryFee-Only
#122
95

RALLYDAY PARTNERS, LLC

DENVER, CO · Since 2021

$384M AUM14 clientsFee: 0%
FiduciaryFee-Only
#123
95

GSSG SOLAR, LLC

DENVER, CO · Since 2020

$103M AUM5 clientsFee: 0%
FiduciaryFee-Only
#124
95

SOURCEROCK GROUP LLC

DENVER, CO · Since 2021

$3.1B AUM10 clientsFee: 0%
FiduciaryFee-Only
#125
95

WALNUT LEVEL CAPITAL LLC

DENVER, CO · Since 2023

$119M AUM2 clientsFee: 0%
FiduciaryFee-Only
#126
95

VENTANA PRIVATE WEALTH LLC

DENVER, CO · Since 2023

$159M AUM2 clientsFee: 0%
FiduciaryFee-Only
#127
95

EDGEROCK WEALTH MANAGEMENT

DENVER, CO · Since 2021

$579M AUM13 clientsFee: 0%
FiduciaryFee-Only
#128
95

1888 INVESTMENTS, LLC

DENVER, CO · Since 2021

$5.9B AUM7 clientsFee: 0%
FiduciaryFee-Only
#129
95

TRG INVESTMENT ADVISORS, LLC

DENVER, CO · Since 2021

$167M AUM6 clientsFee: 0%
FiduciaryFee-Only
#130
95

GLOBAL WEALTH STRATEGIES AND ASSOCIATES, LLC

DENVER, CO · Since 2021

$457M AUM9 clientsFee: 0%
FiduciaryFee-Only
#131
95

BUCK WEALTH STRATEGIES, LLC

DENVER, CO · Since 2022

$1.6B AUM39 clientsFee: 0%
FiduciaryFee-Only
#132
95

SATURN FIVE ADVISORS LLC

DENVER, CO · Since 2022

$556M AUM3 clientsFee: 0%
FiduciaryFee-Only
#133
95

SCIRE FUND III GP, LLC

DENVER, CO · Since 2022

$0 AUM1 clientsFee: 0%
FiduciaryFee-Only
#134
95

ORIGIN CREDIT ADVISERS, LLC

DENVER, CO · Since 2023

$538M AUM4 clientsFee: 0%
FiduciaryFee-Only
#135
95

CAPITAL INVESTMENT COUNSEL, LLC

DENVER, CO · Since 2023

$1.4B AUM5 clientsFee: 0%
FiduciaryFee-Only
#136
95

7TWO

DENVER, CO · Since 2024

$230M AUM5 clientsFee: 0%
FiduciaryFee-Only
#137
95

CRUSONIA WEALTH ADVISORS LLC

DENVER, CO · Since 2024

$1.2B AUM14 clientsFee: 0%
FiduciaryFee-Only
#138
95

AVANT MANAGEMENT LLC

DENVER, CO · Since 2024

$449M AUM8 clientsFee: 0%
FiduciaryFee-Only
#139
95

OWL CREEK WEALTH PARTNERS

DENVER, CO · Since 2024

$602M AUM2 clientsFee: 0%
FiduciaryFee-Only
#140
95

UNITING WEALTH PARTNERS

DENVER, CO · Since 2024

$935M AUM11 clientsFee: 0%
FiduciaryFee-Only
#141
95

THORNBURG BOW RIVER ADVISERS, LLC.

DENVER, CO · Since 2024

$224M AUM7 clientsFee: 0%
FiduciaryFee-Only
#142
95

HORIZON WEALTH

DENVER, CO · Since 2025

$147M AUM4 clientsFee: 0%
FiduciaryFee-Only
#143
92

SANCTUARY ADVISORS

DENVER, CO · Since 2020

$192M AUM2 clientsFee: 0%
FiduciaryFee-Only1 complaint
#144
90

GILL CAPITAL PARTNERS

DENVER, CO · Since 2006

$862M AUM10 clientsFee: 0%
Broker-Dealer
#145
84

LARIMER CAPITAL CORPORATION

DENVER, CO · Since 1986

$170M AUM2 clientsFee: 0%
Broker-Dealer1 complaint
#146
79

ARAX ADVISORY PARTNERS

DENVER, CO · Since 2006

$11.3B AUM55 clientsFee: 0%
FiduciaryFee-Only2 complaints
#147
76

VANGUARD CAPITAL

DENVER, CO · Since 2016

$190M AUM0 clientsFee: 0%
FiduciaryFee-Only3 complaints
#148
72

TRANSAMERICA ASSET MANAGEMENT, INC.

DENVER, CO · Since 1996

$65.9B AUM8 clientsFee: 0%
FiduciaryFee-Only1 complaint

Frequently Asked Questions

How are advisors ranked?

We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.

What's the average financial advisor fee in DENVER?

The median advisory fee in DENVER, CO is 0.95% of assets under management per year, based on Form ADV filings from 148 registered firms.

Where does this data come from?

All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.