These top financial advisory firms in Denver were carefully selected based on the firms who manage the most client accounts and have the best reviews and recommendations. Use this list of top Denver, Colorado financial advisors to help you find a reputable, capable financial advisor.
Reviews that the firm
Firms manage at least
$100 million in assets
Firms provide financialplanning and investment services
Firms are fee-only
|Financial Advisor||Assets Managed|
|1. Edelman Financial Engines||$169,000,000,000|
|2. Buckingham Strategic Wealth||$12,282,889,291|
|3. Mercer Global Advisors Inc.||$11,053,472,525|
|4. RMB Capital Management||$8,226,710,874|
|5. Personal Capital Advisors Corporation||$6,489,032,086|
|6. EP Wealth Advisors||$3,600,000,000|
|7. TCI Wealth Advisors, Inc.||$2,603,521,766|
|8. Matter Family Office||$2,578,351,209|
|9. Halbert Hargrove||$2,523,343,132|
The help of an expert financial advisor can help you not only get organized, but also get prepared for your future. Read each firms description below to discern whether their advisors might be the right fit. Once you narrow your list, here are top questions to ask a financial advisor before hiring.
1885 W 120th Ave Suite 800
Westminster, CO 80234
Edelman Financial Engines has over 30 years’ experience in the financial sector and has helped many people manage their monetary assets, from everyday Americans to hundreds of Fortune 500 companies. They provide objective, fee-based advice and asset management with an aim to help you build a better financial future. They also offer fiduciary services, and are legally and ethically required to put client interests before their own.
Edelman Financial Engine’s call-in radio program, “The Ric Edelman Show,” airs in markets across the US. The financial advisory firm is seen as a leader in the financial space and is known for catering financial portfolios and plans based on their clients’ unique financial goals and needs.
In 1998 the firm became the first independent online advice platform, and they have worked to remain at the forefront of how people plan, save and invest for retirement ever since. They are now the nation’s largest defined contribution managed account provider. In 2018, Financial Engines merged with Edelman Financial Services. Financial Engines remains the brand in the company’s workplace business, and is the largest independent registered investment advisor in the nation today, serving over 1 million people with over $150 Billion assets under management.
Founded in 1996
Retirement Planning, Portfolio Management, Investment Advisory
Requires a $50,000 minimum investment and charges a blended rate between 1.50% and 0.90% for ongoing portfolio management services, depending on the size of the portfolio.
1601 Wewatta Street Suite 875
Denver, CO 80202
Buckingham Strategic Wealth has been providing investment advisory services for clients for over ten years. They offer fiduciary services and focus on accomplishing your unique goals, despite the ups-and-downs of the market.
Buckingham Strategic Wealth offers an Investment Policy Committee, which is a full-time team made up of advisors, researchers and financial specialists who continuously study, evaluate and apply the latest peer-reviewed financial research to ensure they are giving you the best, and most informed, service possible.
The fee-only financial advisor firm employs a large staff of 160 financial advisors and has office locations across the U.S. Their Denver office opened in 2016 through its acquisition of two firms: Denver Money Manager and WIN Wealth Management, both trusted advisors to individuals and families in the Rocky Mountain Region for decades. The annual asset-based fee is between 0.40 percent and 1.25 percent per year of assets under management.
Founded in 2007
Financial Planning, Investment Management, Portfolio Management, Wealth Management, Tax Planning
$500,00 minimum investment required to initiate services as a new client.
1200 17th Street, Floor 25
Denver, 80202 CO
Mercer Global Advisors is headquartered in Denver and offers 35 branch locations across the U.S. The financial advisory firm started as a law practice in 1985 and their founder, Kindrick Mercer, built a successful business with a mission to give clients the best service possible and deliver economic freedom so “they don’t have to worry about money.”
The firm follows the fiduciary standard and their full team includes more than 100 Certified Financial Planners (CFPs), Chartered Financial Analysts (CFAs) and Certified Public Accountants (CPAs). The team works with both individuals and high-net-worth individuals, as well as pension and profit-sharing plans, charitable organizations and corporations. The firm generally requires accounts to have a minimum of $250,000 in assets.
Founded in 1985
Investment Management, Financial Planning, Estate Planning, Tax Planning & Preparation, Corporate Trustee
Requires a $250,000 minimum investment.
250 Fillmore Street Suite 600
Denver, CO 80206
RMB Capital Management has been servicing clients in Denver, Colorado since 2005. The independent, employee-owned firm focuses on helping clients find solutions to their unique financial needs through wealth management in addition to helping clients manage investments through asset management and retirement planning strategies.
RMB Capital Management was recently named by Barron’s magazine as one of the “Top 40 Independent Advisory Firms” in the nation. Their investment strategy is centered around “taking a long-term view, conducting fundamental analysis, being opportunistic yet disciplined and avoiding unnecessary risk,” its website explains. RMB Capital Management offers an “open architecture” model, which means their clients’ assets are managed both internally and externally.
RMB Capital Management charges a blended rate between 375 percent and 0.5 percent for ongoing portfolio management services, depending on the size of the portfolio.
Founded in 2005
Wealth Management, Asset Management, Retirement Plan Solutions
Requires a $1,000,000 minimum investment.
800 Denver Place 999 18th St
Denver, CO 80202
Personal Capital Advisors is a digital wealth management company that has been servicing Denver for over 20 years. They have offices in 50 states and uses modern portfolio theory which works on the idea that clients can maximize returns and minimize risk by investing in a diversified portfolio, across multiple asset classes.
The Personal Capital automated investment platform is one of the largest and most comprehensive robo advisors available today. The company uses six asset classes to diversify client investments and rebalances portfolios frequently to ensure clients stay on track for specific financial goals. All investments are done with ETFs at Personal Capital. Individual stocks are not used in portfolios.
While Personal Capital has a high minimum payment and targets investors with a high net worth, the financial firm also offers many free tools, such as financial calculators and organization spreadsheets that investors of any level can use to monitor their financial health.
Founded in 2011
Financial Planning, Wealth Management, Retirement Planning, Estate Planning, Tax Management
$100,000 account minimum for financial advisory services, but no minimum to create an account. They charge a blended rate between 0.89% and 0.49% for ongoing portfolio management services, depending on the size of the portfolio.
With our trusted network of advisors, we’ll connect you with up to three established planners in your area.
8081 Shaffer Parkway
Littleton, CO 80127
EP Wealth Advisors, LLC is a wealth management advisory firm with nearly $4 Billion in assets under management serving predominately high net worth individuals in California, Seattle and Colorado. The firm is a leading independent registered investment advisor firm that specializes in client-centric financial planning and investment management services. The firm has been around for nearly thirty years and has been offering fiduciary services to help clients meet their unique needs.
EP Wealth Advisors is fee-only and offers integrated and personalized financial services that cover everything from your retirement portfolio, mortgage, taxes and insurance so that you get ‘big picture’ information for your financial planning strategizing. Their “Peace of Mind Planning Model” works with clients to understand their finances from the goal setting and strategy phase through the implementation and monitoring phase.
The financial advisory firm requires a $500,000 minimum investment and charges a blended rate between 1.00 percent and 0.65 percent for ongoing portfolio management services, depending on the size of your portfolio.
Founded in 1987
Financial Planning, Tax Planning, Business Planning, Life Transition Planning, Investment Management, Retirement Planning, Estate Planning, Financial Education
Advisor minimum of $500,000.
1228 15th Street Suite 300
Denver, CO 80202
TCI Wealth Advisors has been servicing Denver, Colorado clients in Larimer Square since 1990. The financial advisory firm has been named to the 2018 edition of the Financial Times “300 Top Registered Investment Advisors” which recognizes firms across the U.S. and prides themselves on helping people learn about the financial possibilities available to them with good financial planning and sound investment advice.
The fee-only firm was founded in 1990 and has approximately 22 advisors. There isn’t an account minimum to start services with the firm, but you are subject to a minimum annual fee of $1,000. TCI Wealth Advisors has advisors across the U.S. and offers services that include wealth management, investment planning, retirement planning, insurance planning, education planning and tax planning.
A TCI Wealth Advisors client can expect to go through a multi-step process that covers everything from you values, financial goals and assets, to an in-depth investment plan and catered investment time horizon based on your unique risk tolerance. TCI Wealth Advisors prides themselves on making sure their clients are educated about their investments and meets with them regularly to provide updates on financial progress.
TCI Wealth Advisors charges a blended rate between 1.00% and 0.50% for ongoing portfolio management services, depending on the size of the portfolio.
Founded in 1990
Wealth Management, Financial Planning, Retirement Planning
$1,000 minimum investment.
210 University Blvd Suite 220
Denver, CO 80206
Matter Family Office is a financial services company that specializes in legacy services, wealth planning and investment management services. The financial advisor firm has been offering a fully-integrated, independent, multidisciplinary approach to wealth management that helps families understand, build and sustain their wealth for over 25 years.
Matter Family Office is 100 percent owned by the management and employees of the firm and has been servicing Denver families since 1990. Because they do not take compensations from outside firms or advisors, they are able to provide objective, valuable insights with a fiduciary standard. Matter Family Office provides clients with the technology resources and foundation to get the investment, budgeting, estate, income tax and insurance expertise needed to achieve not only a deeper understanding of their finances and goals but also grow their assets in the marketplace.
Matter Family Office requires a $5,000,000 minimum investment and charges a blended rate between 1.00% and 0.25% for ongoing portfolio management services, depending on the size of the portfolio.
Founded in 1990
Investment Management, Wealth Planning & Coordination, Culture & Legacy
$5,000,000 minimum investment.
101 University Blvd Suite 230
Denver, CO 80206
Halbert Hargrove has been servicing clients for over thirty years, is a registered investment advisor in 13 states and has over $2.5 Billion in assets under management. The financial advisor firm caters to high-net-worth clients and their goal is to “help clients feel confident and supported” in all their investing and asset management needs.
Halbert Hargrove has built a strong reputation as a top adviser on every dimension of their clients’ wealth by helping to build ideas investment portfolios based on unique financial needs. That includes applying forward-thinking investment strategies, and bringing in outside expertise when needed. Their website states they “anticipate client risks and execute wisely, keeping a steady eye on the future.”
Halbert Hargrove requires a $1,000,000 minimum investment and charges a blended rate between 1.00% and 0.50% for ongoing portfolio management services, depending on the size of the portfolio.
Founded in 1988
Wealth Protection, Estate Planning, Financial Planning, Charitable Gifting, Special Family Situations
$1,000,000 minimum investment
Choosing a top financial advisor will help set you up for future financial success. Advisors should be able to directly answer your questions with detailed, documented proof of their fee structure, standards, code of ethics and policies.
This list of top financial advisor firms in the Denver, Colorado area can help you narrow your search. Remember that your retirement portfolio and assets are one of the most important investments you’ll ever make, so you want to choose a financial advisor who is right for you and your financial goals.
*Criteria: Compiled FINRA data and public advisory firm data for financial advisory firms who: