Financial advisers in Denver, CO
147 registered investment adviser firms in Denver managing $894.8B in assets, based on public SEC Form ADV filings.
Janus Henderson Investors
Denver, CO · Est. 1978
- AUM
- $380.4B
- Per adviser
- $2.5B
- Advisers
- 152
Ptma Investment Advisors
Denver, CO · Est. 2011
- AUM
- $104.2B
- Per adviser
- $1.3B
- Advisers
- 81
No reported disclosures
Mercer Global Advisors INC.
Denver, CO · Est. 2008
- AUM
- $84.4B
- Per adviser
- $134M
- Advisers
- 632
No reported disclosures
Transamerica Asset Management, INC.
Denver, CO · Est. 1996
- AUM
- $65.9B
- Per adviser
- $8.2B
- Advisers
- 8
Alps Advisors, INC.
Denver, CO · Est. 2006
- AUM
- $38.8B
- Per adviser
- $1.4B
- Advisers
- 28
No reported disclosures
Ksl Capital Partners
Denver, CO · Est. 2012
- AUM
- $25.6B
- Per adviser
- $361M
- Advisers
- 71
No reported disclosures
Arrowmark Colorado Holdings, LLC
Denver, CO · Est. 2009
- AUM
- $21.0B
- Per adviser
- $513M
- Advisers
- 41
No reported disclosures
Smith Capital Investors, LLC
Denver, CO · Est. 2018
- AUM
- $13.1B
- Per adviser
- $771M
- Advisers
- 17
No reported disclosures
Northwood Investors LLC
Denver, CO · Est. 2012
- AUM
- $9.0B
- Per adviser
- $332M
- Advisers
- 27
No reported disclosures
Elevation Point Wealth Partners, LLC
Denver, CO · Est. 2006
- AUM
- $8.3B
- Per adviser
- $154M
- Advisers
- 54
No reported disclosures
Revelstoke Capital Partners
Denver, CO · Est. 2015
- AUM
- $6.7B
- Per adviser
- $143M
- Advisers
- 47
No reported disclosures
Shelton Capital Management
Denver, CO · Est. 1985
- AUM
- $6.5B
- Per adviser
- $284M
- Advisers
- 23
No reported disclosures
1888 Investments, LLC
Denver, CO · Est. 2021
- AUM
- $5.9B
- Per adviser
- $845M
- Advisers
- 7
No reported disclosures
Bear Creek Asset Management, LLC
Denver, CO · Est. 2005
- AUM
- $5.2B
- Per adviser
- $649M
- Advisers
- 8
No reported disclosures
Jfg Family Office
Denver, CO · Est. 2014
- AUM
- $4.5B
- Per adviser
- $129M
- Advisers
- 35
No reported disclosures
Iwp Wealth Management LLC
Denver, CO · Est. 2005
- AUM
- $4.3B
- Per adviser
- $308M
- Advisers
- 14
No reported disclosures
Marsico Capital Management, LLC
Denver, CO · Est. 1997
- AUM
- $4.3B
- Per adviser
- $609M
- Advisers
- 7
No reported disclosures
Bow River Capital
Denver, CO · Est. 2011
- AUM
- $4.2B
- Per adviser
- $117M
- Advisers
- 36
No reported disclosures
Harrison Street Private Wealth LLC
Denver, CO · Est. 2011
- AUM
- $4.1B
- Per adviser
- $376M
- Advisers
- 11
No reported disclosures
Nzs Capital LLC
Denver, CO · Est. 2020
- AUM
- $4.1B
- Per adviser
- $812M
- Advisers
- 5
No reported disclosures
Ima Advisory Services, INC.
Denver, CO · Est. 2014
- AUM
- $3.9B
- Per adviser
- $98M
- Advisers
- 40
No reported disclosures
Bok Financial Private Wealth, INC.
Denver, CO · Est. 1996
- AUM
- $3.7B
- Per adviser
- $162M
- Advisers
- 23
No reported disclosures
Sourcerock Group LLC
Denver, CO · Est. 2021
- AUM
- $3.1B
- Per adviser
- $311M
- Advisers
- 10
Ghp Investment Advisors INC
Denver, CO · Est. 1995
- AUM
- $3.1B
- Per adviser
- $139M
- Advisers
- 22
No reported disclosures
Cambiar Investors, LLC
Denver, CO · Est. 2001
- AUM
- $2.9B
- Per adviser
- $365M
- Advisers
- 8
No reported disclosures
Walker & Dunlop Investment Partners, INC.
Denver, CO · Est. 2013
- AUM
- $2.7B
- Per adviser
- $77M
- Advisers
- 35
No reported disclosures
Paralel Advisors LLC
Denver, CO · Est. 2021
- AUM
- $2.7B
- Per adviser
- $1.3B
- Advisers
- 2
No reported disclosures
Michaud Capital Management LLC
Denver, CO · Est. 2012
- AUM
- $2.4B
- Per adviser
- $407M
- Advisers
- 6
No reported disclosures
Spruceview Capital Partners LLC
Denver, CO · Est. 2014
- AUM
- $2.3B
- Per adviser
- $293M
- Advisers
- 8
No reported disclosures
Excellere Partners
Denver, CO · Est. 2007
- AUM
- $2.3B
- Per adviser
- $103M
- Advisers
- 22
No reported disclosures
Cherry Creek Family Offices
Denver, CO · Est. 2011
- AUM
- $2.0B
- Per adviser
- $337M
- Advisers
- 6
No reported disclosures
Freedom Funds Management Co
Denver, CO · Est. 1987
- AUM
- $1.9B
- Per adviser
- $635M
- Advisers
- 3
No reported disclosures
Mainline West Fund Manager LLC
Denver, CO · Est. 2008
- AUM
- $1.8B
- Per adviser
- $443M
- Advisers
- 4
No reported disclosures
Resource Capital Funds
Denver, CO · Est. 2012
- AUM
- $1.8B
- Per adviser
- $70M
- Advisers
- 25
No reported disclosures
Buck Wealth Strategies, LLC
Denver, CO · Est. 2022
- AUM
- $1.6B
- Per adviser
- $42M
- Advisers
- 39
No reported disclosures
Delta-V Capital, LLC
Denver, CO · Est. 2015
- AUM
- $1.6B
- Per adviser
- $142M
- Advisers
- 11
No reported disclosures
Lab Quantitative Strategies, LLC
Denver, CO · Est. 2021
- AUM
- $1.6B
- Per adviser
- $131M
- Advisers
- 12
No reported disclosures
Frontrange Capital Advisers, LLC
Denver, CO · Est. 2012
- AUM
- $1.5B
- Per adviser
- $52M
- Advisers
- 29
No reported disclosures
Platte River Equity
Denver, CO · Est. 2012
- AUM
- $1.5B
- Per adviser
- $75M
- Advisers
- 20
No reported disclosures
Class Vi Family Office, LLC
Denver, CO · Est. 2017
- AUM
- $1.5B
- Per adviser
- $187M
- Advisers
- 8
No reported disclosures
Mountaingate Management Co., LLC
Denver, CO · Est. 2019
- AUM
- $1.5B
- Per adviser
- $88M
- Advisers
- 17
No reported disclosures
The Institute
Denver, CO · Est. 2007
- AUM
- $1.4B
- Per adviser
- $76M
- Advisers
- 18
No reported disclosures
Capital Investment Counsel, LLC
Denver, CO · Est. 2023
- AUM
- $1.4B
- Per adviser
- $270M
- Advisers
- 5
No reported disclosures
Paragon Capital Management
Denver, CO · Est. 1990
- AUM
- $1.3B
- Per adviser
- $263M
- Advisers
- 5
No reported disclosures
Ophir Asset Management US LLC
Denver, CO · Est. 2021
- AUM
- $1.3B
- Per adviser
- $254M
- Advisers
- 5
No reported disclosures
Sagard Real Estate Advisors
Denver, CO · Est. 2013
- AUM
- $1.2B
- Per adviser
- $55M
- Advisers
- 22
No reported disclosures
Sachem Hill LLC
Denver, CO · Est. 2017
- AUM
- $1.2B
- Per adviser
- $237M
- Advisers
- 5
No reported disclosures
Crusonia Wealth Advisors LLC
Denver, CO · Est. 2024
- AUM
- $1.2B
- Per adviser
- $84M
- Advisers
- 14
No reported disclosures
Bow River Advisers, LLC
Denver, CO · Est. 2023
- AUM
- $1.2B
- Per adviser
- $232M
- Advisers
- 5
No reported disclosures
Ibex Investors LLC
Denver, CO · Est. 2016
- AUM
- $1.2B
- Per adviser
- $116M
- Advisers
- 10
No reported disclosures
Sharkey Howes & Javer INC
Denver, CO · Est. 1991
- AUM
- $1.1B
- Per adviser
- $125M
- Advisers
- 9
No reported disclosures
Crest Rock Partners
Denver, CO · Est. 2019
- AUM
- $1.1B
- Per adviser
- $110M
- Advisers
- 10
No reported disclosures
Dream U.S. Manager LLC
Denver, CO · Est. 2021
- AUM
- $1.0B
- Per adviser
- $116M
- Advisers
- 9
No reported disclosures
Bayswater Management Company LP
Denver, CO · Est. 2016
- AUM
- $991M
- Per adviser
- $165M
- Advisers
- 6
No reported disclosures
Maia Wealth
Denver, CO · Est. 2021
- AUM
- $973M
- Per adviser
- $27M
- Advisers
- 36
No reported disclosures
Elk River Wealth Management LLC
Denver, CO · Est. 2020
- AUM
- $971M
- Per adviser
- $121M
- Advisers
- 8
No reported disclosures
Uniting Wealth Partners
Denver, CO · Est. 2024
- AUM
- $935M
- Per adviser
- $85M
- Advisers
- 11
No reported disclosures
Gill Capital Partners
Denver, CO · Est. 2006
- AUM
- $862M
- Per adviser
- $86M
- Advisers
- 10
No reported disclosures
Manna Tree Partners, LLC
Denver, CO · Est. 2021
- AUM
- $816M
- Per adviser
- $82M
- Advisers
- 10
No reported disclosures
Forum Capital Advisors LLC
Denver, CO · Est. 2021
- AUM
- $815M
- Per adviser
- $28M
- Advisers
- 29
No reported disclosures
Lapis Advisers, LP
Denver, CO · Est. 2010
- AUM
- $789M
- Per adviser
- $88M
- Advisers
- 9
No reported disclosures
Princeton Fund Advisors, LLC
Denver, CO · Est. 2011
- AUM
- $780M
- Per adviser
- $111M
- Advisers
- 7
No reported disclosures
Tillman Hartley LLC
Denver, CO · Est. 1999
- AUM
- $746M
- Per adviser
- $249M
- Advisers
- 3
No reported disclosures
Alpha Capital Management Group LLC
Denver, CO · Est. 2016
- AUM
- $734M
- Per adviser
- $245M
- Advisers
- 3
No reported disclosures
Clear Creek Advisors
Denver, CO · Est. 2018
- AUM
- $722M
- Per adviser
- $80M
- Advisers
- 9
No reported disclosures
Millennium Bridge Capital
Denver, CO · Est. 2012
- AUM
- $717M
- Per adviser
- $80M
- Advisers
- 9
No reported disclosures
Align Impact, LLC
Denver, CO · Est. 2015
- AUM
- $715M
- Per adviser
- $65M
- Advisers
- 11
No reported disclosures
Proprietary Capital, LLC
Denver, CO · Est. 2003
- AUM
- $652M
- Per adviser
- $81M
- Advisers
- 8
No reported disclosures
Triumph Capital Management
Denver, CO · Est. 2016
- AUM
- $646M
- Per adviser
- $38M
- Advisers
- 17
No reported disclosures
Owl Creek Wealth Partners
Denver, CO · Est. 2024
- AUM
- $602M
- Per adviser
- $301M
- Advisers
- 2
No reported disclosures
Keystone Global Partners LLC
Denver, CO · Est. 2015
- AUM
- $581M
- Per adviser
- $290M
- Advisers
- 2
No reported disclosures
Edgerock Wealth Management
Denver, CO · Est. 2021
- AUM
- $579M
- Per adviser
- $45M
- Advisers
- 13
No reported disclosures
Freif Advisors LLC
Denver, CO · Est. 2026
- AUM
- $570M
- Per adviser
- $20M
- Advisers
- 29
No reported disclosures
Saturn Five Advisors LLC
Denver, CO · Est. 2022
- AUM
- $556M
- Per adviser
- $185M
- Advisers
- 3
No reported disclosures
Oakwood Real Estate Partners, LLC
Denver, CO · Est. 2014
- AUM
- $540M
- Per adviser
- $135M
- Advisers
- 4
No reported disclosures
Origin Credit Advisers, LLC
Denver, CO · Est. 2023
- AUM
- $538M
- Per adviser
- $134M
- Advisers
- 4
No reported disclosures
Crescat Portfolio Management LLC
Denver, CO · Est. 2008
- AUM
- $536M
- Per adviser
- $89M
- Advisers
- 6
No reported disclosures
Denver Wealth Management, INC.
Denver, CO · Est. 2018
- AUM
- $530M
- Per adviser
- $59M
- Advisers
- 9
No reported disclosures
Denver Pwm, LLC
Denver, CO · Est. 2014
- AUM
- $524M
- Per adviser
- $131M
- Advisers
- 4
No reported disclosures
G&S Capital LLC
Denver, CO · Est. 2014
- AUM
- $476M
- Per adviser
- $95M
- Advisers
- 5
No reported disclosures
Towle & Co
Denver, CO · Est. 1981
- AUM
- $474M
- Per adviser
- $118M
- Advisers
- 4
No reported disclosures
Global Wealth Strategies And Associates, LLC
Denver, CO · Est. 2021
- AUM
- $457M
- Per adviser
- $51M
- Advisers
- 9
No reported disclosures
Avant Management LLC
Denver, CO · Est. 2024
- AUM
- $449M
- Per adviser
- $56M
- Advisers
- 8
No reported disclosures
Shearwater Capital
Denver, CO · Est. 2013
- AUM
- $427M
- Per adviser
- $107M
- Advisers
- 4
No reported disclosures
Rallyday Partners, LLC
Denver, CO · Est. 2021
- AUM
- $384M
- Per adviser
- $27M
- Advisers
- 14
No reported disclosures
Destiny Capital Corporation
Denver, CO · Est. 1989
- AUM
- $382M
- Per adviser
- $42M
- Advisers
- 9
No reported disclosures
Resolute Capital Asset Partners LLC
Denver, CO · Est. 2022
- AUM
- $381M
- Per adviser
- $76M
- Advisers
- 5
No reported disclosures
Primark Advisors, LLC
Denver, CO · Est. 2020
- AUM
- $372M
- Per adviser
- $186M
- Advisers
- 2
No reported disclosures
Helm Investment Management, LLC
Denver, CO · Est. 2006
- AUM
- $371M
- Per adviser
- $185M
- Advisers
- 2
No reported disclosures
M.Z. Kark & Associates, INC
Denver, CO · Est. 1985
- AUM
- $370M
- Per adviser
- $185M
- Advisers
- 2
No reported disclosures
Integrity Wealth Solutions LLC
Denver, CO · Est. 2020
- AUM
- $369M
- Per adviser
- $184M
- Advisers
- 2
No reported disclosures
Collegiate Peaks Asset Management, LLC
Denver, CO · Est. 2022
- AUM
- $365M
- Per adviser
- $122M
- Advisers
- 3
No reported disclosures
Synergy Financial Partners, LLC
Denver, CO · Est. 2019
- AUM
- $309M
- Per adviser
- $62M
- Advisers
- 5
No reported disclosures
Roubaix Capital, LLC
Denver, CO · Est. 2015
- AUM
- $299M
- Per adviser
- $100M
- Advisers
- 3
No reported disclosures
Impactfolio LLC
Denver, CO · Est. 2021
- AUM
- $289M
- Per adviser
- $96M
- Advisers
- 3
No reported disclosures
J.F. Williams Co., INC.
Denver, CO · Est. 2015
- AUM
- $286M
- Per adviser
- $72M
- Advisers
- 4
No reported disclosures
Lotusgroup Advisors
Denver, CO · Est. 2017
- AUM
- $286M
- Per adviser
- $41M
- Advisers
- 7
No reported disclosures
Bear Creek Fund Advisors LLC
Denver, CO · Est. 2024
- AUM
- $283M
- Per adviser
- $24M
- Advisers
- 12
No reported disclosures
Higgins & Schmidt Wealth Strategies LLC
Denver, CO · Est. 2020
- AUM
- $279M
- Per adviser
- $93M
- Advisers
- 3
No reported disclosures
Peak Financial Advisors
Denver, CO · Est. 2001
- AUM
- $269M
- Per adviser
- $134M
- Advisers
- 2
No reported disclosures
Bruce G. Allen Investments, LLC
Denver, CO · Est. 2017
- AUM
- $258M
- Per adviser
- $129M
- Advisers
- 2
No reported disclosures
7two
Denver, CO · Est. 2024
- AUM
- $230M
- Per adviser
- $46M
- Advisers
- 5
No reported disclosures
Arrowmark Asset Management, LLC
Denver, CO · Est. 2020
- AUM
- $224M
- Per adviser
- $112M
- Advisers
- 2
No reported disclosures
Thornburg Bow River Advisers, LLC.
Denver, CO · Est. 2024
- AUM
- $224M
- Per adviser
- $32M
- Advisers
- 7
No reported disclosures
Highpass Asset Management LLC
Denver, CO · Est. 2020
- AUM
- $218M
- Per adviser
- $109M
- Advisers
- 2
No reported disclosures
Altius Financial, INC.
Denver, CO · Est. 2019
- AUM
- $212M
- Per adviser
- $106M
- Advisers
- 2
No reported disclosures
Capital Asset Management, LLC
Denver, CO · Est. 2022
- AUM
- $209M
- Per adviser
- $52M
- Advisers
- 4
No reported disclosures
Mercer Advisors Private Asset Management, INC.
Denver, CO · Est. 2023
- AUM
- $206M
- Per adviser
- $206M
- Advisers
- 1
No reported disclosures
Sanctuary Advisors
Denver, CO · Est. 2020
- AUM
- $192M
- Per adviser
- $96M
- Advisers
- 2
No reported disclosures
Vanguard Capital
Denver, CO · Est. 2016
- AUM
- $190M
- Per adviser
- —
- Advisers
- —
No reported disclosures
Rockwood Equity Partners LLC
Denver, CO · Est. 2022
- AUM
- $190M
- Per adviser
- $17M
- Advisers
- 11
No reported disclosures
Steele Street Private Wealth Management
Denver, CO · Est. 2021
- AUM
- $188M
- Per adviser
- $94M
- Advisers
- 2
No reported disclosures
Bullseye Asset Management LLC
Denver, CO · Est. 2014
- AUM
- $184M
- Per adviser
- $92M
- Advisers
- 2
No reported disclosures
Hoffmann Hermanson
Denver, CO · Est. 2025
- AUM
- $183M
- Per adviser
- $92M
- Advisers
- 2
No reported disclosures
Lion Equity Investment Advisors, LLC
Denver, CO · Est. 2023
- AUM
- $173M
- Per adviser
- $14M
- Advisers
- 12
West End Wealth Management, LLC
Denver, CO · Est. 2022
- AUM
- $170M
- Per adviser
- $85M
- Advisers
- 2
No reported disclosures
Larimer Capital Corporation
Denver, CO · Est. 1986
- AUM
- $170M
- Per adviser
- $85M
- Advisers
- 2
No reported disclosures
Trg Investment Advisors, LLC
Denver, CO · Est. 2021
- AUM
- $167M
- Per adviser
- $28M
- Advisers
- 6
No reported disclosures
Collier Financial, INC
Denver, CO · Est. 2021
- AUM
- $161M
- Per adviser
- $161M
- Advisers
- 1
No reported disclosures
Ventana Private Wealth LLC
Denver, CO · Est. 2023
- AUM
- $159M
- Per adviser
- $79M
- Advisers
- 2
No reported disclosures
Lotusgroup Capital
Denver, CO · Est. 2018
- AUM
- $157M
- Per adviser
- $52M
- Advisers
- 3
No reported disclosures
Butler Financial Services
Denver, CO · Est. 2021
- AUM
- $155M
- Per adviser
- $77M
- Advisers
- 2
No reported disclosures
Infinium Investment Advisors, LLC
Denver, CO · Est. 2020
- AUM
- $152M
- Per adviser
- $76M
- Advisers
- 2
No reported disclosures
Horizon Wealth
Denver, CO · Est. 2025
- AUM
- $147M
- Per adviser
- $37M
- Advisers
- 4
No reported disclosures
Protocol Wealth, LLC
Denver, CO · Est. 2025
- AUM
- $127M
- Per adviser
- $42M
- Advisers
- 3
No reported disclosures
Peterson Financial Services LLC
Denver, CO · Est. 2022
- AUM
- $124M
- Per adviser
- $124M
- Advisers
- 1
No reported disclosures
Ascentris
Denver, CO · Est. 2011
- AUM
- $122M
- Per adviser
- $4M
- Advisers
- 30
No reported disclosures
Seneca Capital Management, LLC
Denver, CO · Est. 2021
- AUM
- $120M
- Per adviser
- $120M
- Advisers
- 1
No reported disclosures
Walnut Level Capital LLC
Denver, CO · Est. 2023
- AUM
- $119M
- Per adviser
- $60M
- Advisers
- 2
No reported disclosures
Noble Wealth Partners
Denver, CO · Est. 2026
- AUM
- $118M
- Per adviser
- $59M
- Advisers
- 2
No reported disclosures
Wealth Engineers, LLC
Denver, CO · Est. 2026
- AUM
- $118M
- Per adviser
- $118M
- Advisers
- 1
No reported disclosures
Columbia Benefits, LLC
Denver, CO · Est. 2025
- AUM
- $116M
- Per adviser
- $116M
- Advisers
- 1
No reported disclosures
Alpine Wealth Advisors, LLC
Denver, CO · Est. 2024
- AUM
- $116M
- Per adviser
- $116M
- Advisers
- 1
No reported disclosures
325 Fillmore LLC
Denver, CO · Est. 2017
- AUM
- $104M
- Per adviser
- $104M
- Advisers
- 1
No reported disclosures
Gssg Solar, LLC
Denver, CO · Est. 2020
- AUM
- $103M
- Per adviser
- $21M
- Advisers
- 5
No reported disclosures
Israel Investment Advisors, LLC
Denver, CO · Est. 2010
- AUM
- $96M
- Per adviser
- $24M
- Advisers
- 4
No reported disclosures
Integrity Prosperity Security (Ips) Strategic Capital
Denver, CO · Est. 2016
- AUM
- $91M
- Per adviser
- $91M
- Advisers
- 1
No reported disclosures
Meketa Capital, LLC
Denver, CO · Est. 2024
- AUM
- $83M
- Per adviser
- $6M
- Advisers
- 14
No reported disclosures
Kelly Intelligence
Denver, CO · Est. 2021
- AUM
- $82M
- Per adviser
- $41M
- Advisers
- 2
No reported disclosures
Investment Research Corp
Denver, CO · Est. 1972
- AUM
- $76M
- Per adviser
- $5M
- Advisers
- 16
No reported disclosures
World Capital Advisors, LLC
Denver, CO · Est. 2014
- AUM
- $72M
- Per adviser
- $72M
- Advisers
- 1
No reported disclosures
Class Vi Ventures, LLC
Denver, CO · Est. 2023
- AUM
- $15M
- Per adviser
- $5M
- Advisers
- 3
No reported disclosures
Innovest Portfolio Solutions LLC
Denver, CO · Est. 1996
- AUM
- —
- Per adviser
- —
- Advisers
- 30
No reported disclosures
Monticello Associates, LLC
Denver, CO · Est. 1996
- AUM
- —
- Per adviser
- —
- Advisers
- 31
No reported disclosures
Scire Fund III Gp, LLC
Denver, CO · Est. 2022
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures
Midbridge Advisors LP
Denver, CO · Est. 2024
- AUM
- —
- Per adviser
- —
- Advisers
- 12
No reported disclosures
Ask Dolly
Denver, CO · Est. 2025
- AUM
- —
- Per adviser
- —
- Advisers
- 3
No reported disclosures