Retirement Planning » Financial Advisors » Denver, CO

Financial Advisors Denver, CO

Latest update: November 14, 2019

Population716,492
State Income Tax4.63%
Median Home Price$420,900
City Sales Tax8.31%

Denver is the capital and the largest city in the state of Colorado and is the 19th largest city in the United States.

Find a financial advisor in Denver, CO

Denver, Colorado residents can choose from over 2,800 financial advisors in the area. Comparing services can be difficult. We found some of the best financial advisors in Denver based on customer reviews, professional certifications, asset requirements and Securities and Exchange Commission filings.

GHP Investment Advisors, Inc.

  • Assets Managed: $1.28 billion
  • Minimum Assets: $500,000

The financial advisors at GHP Investment Advisors, Inc. understand how your life, finances and investments all work together. GHPIA provides comprehensive financial planning and a financial concierge service. Client communication and collaboration rank high on the firm’s priorities to manage your taxes, insurance, business and other significant financial concerns.

Read Review

Dunston Financial Group

  • Assets Managed: $47.8 million
  • Minimum Assets: Varies

Dunston Financial Group is a privately-owned independent financial planning and wealth management firm. Dunston is unaffiliated with any other company and does not receive any compensation for selling financial products. The firm creates financial plans and manages finances for individuals, families and business owners. The minimum account size starts at $600,000.

Read Review

Mercer Advisors

  • Assets Managed: $10.7 billion
  • Minimum Assets: $350,000

Mercer Advisors has been in business since 1985 and has grown to 42 offices around the U.S. with headquarters in Denver. The firm offers clients a comprehensive suite of services, including financial advisory and planning, investment management, legacy planning, family office and more. Mercer Advisors delivers services holistically, utilizing the latest academic and industry findings.

Read Review

Segall Bryant & Hamill

  • Assets Managed: $18.2 billion
  • Minimum Assets: $1 million

Segall Bryant & Hamill provides professional wealth and portfolio management. The firm offers a broad selection of investment options, including domestic and international equity, fixed income, balanced portfolios, as well as alternative investments. SBH places a strong focus on investment management within wealth services.

Read Review

Carnick & Kubik

  • Assets Managed: $1.2 billion
  • Minimum Assets: Varies

Carnick & Kubik personal wealth advisors provide comprehensive financial planning and investment advisory services for every life stage. The firm’s mission is to help clients understand and successfully manage their finances. Financial advisors at Carnick & Kubik ensure clients receive advice that aligns with their best interests.

Read Review

Sharkey, Howes and Javer

  • Assets Managed: $710.5 million
  • Minimum Assets: $250,000

Sharkey, Howes & Javer is one of Denver's oldest financial planning and investment management firms. The multigenerational group of professionals assists clients in Denver and all over the United States. The firm sells no financial products, so financial advisors have no ulterior motive when working with clients. Sharkey, Howes & Javer will consider accounts valued below the minimum requirement.

Read Review

GHP Investment Advisors, Inc.

Professional financial advisors at GHP Investment Advisors discuss financial and personal issues affecting each client’s life before designing a financial plan. Health and career are just as important as your assets and liabilities when you work with GHPIA. Advisors at the firm educate clients thoroughly about economic strategies, and financial planning is an ongoing process to respond to changes in markets and client objectives.

GHPIA portfolio management services focus on long-term gains using the GHPIA Valuation Benchmark to determine the right mix of risk to reward. This process involves analyzing investments, client financial statements, economic uncertainties and more. The Financial Concierge service handles general financial tasks, like banking or balancing a checkbook, to very complex financial issues. There is no additional cost to use the Financial Concierge.

GHP Investment Advisors clients pay either a fixed fee or receive a quoted cost range for financial planning. Prices vary depending on the client’s needs. A sample flat fee is $3,000 on up to $5,000. Portfolio Management fees are a percentage of managed assets, and the firm offers reimbursements to offset the cost of financial planning and professional services. GHPIA clients may pay some performance-based fees.

GHP Investment Advisors, Inc.
Assets Managed $1.28 Billion
Minimum Assets $500,000
Number of Advisors 7
Fee Structure Fee-Based
Address 1801 California St Suite 2200

Dunston Financial Group

Dunston Financial Group provides comprehensive wealth management and tax advisory services. The firm’s objective is to offer commitment and personalized service on a level found nowhere else in the Denver area. Financial services fall into five categories, such as investment management, estate planning and retirement planning, with over 40 subcategories.

The six-step financial planning program at Dunston Financial Group starts with determining how the client-advisor relationship will work. The financial advisor documents services the client will receive and the client’s responsibilities in the planning process. Certified financial professionals gather client data and analyze financial strategies to find the best one. Advisors continually monitor plans going forward.

Portfolio Management services require a $600,000 asset account. The minimum for the Wealth Advisory program is $850,000. Financial planning fees run from $7,375 to over $20,000, or between $295 and $500 per hour. Investment and wealth management fees are a percentage of assets held with Dunston Financial Group.

Dunston Financial Group
Assets Managed $47.8 Million
Minimum Assets Varies
Number of Advisors 3
Fee Structure Fee-Only
Address 1624 Market Street Suite 202

Mercer Advisors

Mercer Advisors provides financial planning, family office services and in-depth tax, retirement and estate planning. Clients can take advantage of institutional-grade investment management. Mercer’s Denver office shares the knowledge and resources of the firm’s 41 other offices across the country to offer comprehensive service.

Financial advisors at Mercer uncover the client’s financial goals and consider lifestyle and retirement needs, charitable giving, legacy planning and other wealth management needs. The financial plan consists of a balance sheet with net worth and strategies for cash flow, savings and budgeting. Mercer Advisors then manages taxes, investments, other assets and tax-advantaged savings plans.

While the minimum assets required to work with Mercer Advisors is $350,000, some alternative investments require $500,000. Mercer Advisors calculates most investment management fees as a percentage of assets. The cost for family office services is at least $6,000, and an investment management-only program fee is $2,400 annually or 2% of assets under management. Assets managed reflects cumulative assets across 42 offices.

Mercer Advisors
Assets Managed $10.7 Billion
Minimum Assets $350,000
Number of Advisors 10
Fee Structure Fee-Only
Address 1200 17th St Floor 25

Segall Bryant & Hamill

Financial advisors at Segall Bryant & Hamill assist individuals and families with aligning their investments to life plans while safeguarding wealth. The firm works with people in all phases of life with all types of mindsets. Tailored wealth management includes managing individual client portfolios with the same scrutiny offered to institutional clients.

Segall Bryant & Hamill offers the resources of an institutional-level asset manager with the personal service of experienced wealth management professionals. Clients receive a carefully crafted financial plan with a current assets analysis. Then the firm constructs a portfolio of stocks and bonds while keeping tax consequences in mind. SBH creates straightforward financial plans from complex financial situations.

Clients work with Segall Bryant & Hamill in exchange for fee based on a percentage of managed assets. Percentage scales vary depending on the investment strategy, with 17 in-house mutual funds across 15 asset classes. Costs may include wrap fees and side-by-side management fees.

Segall Bryant & Hamill
Assets Managed $18.2 Billion
Minimum Assets $1 Million
Number of Advisors 73
Fee Structure Fee-Based
Address Republic Plaza 370 17th St #5000

Carnick & Kubik

Carnick & Kubik clients find a comprehensive range of fee-only financial planning and investment advisory services for every stage of life. Financial advisors at Carnick & Kubik help clients understand money matters and how to manage their finances effectively. This firm guarantees its financial plans. If a client doesn’t get the expected service level, they get their money back.

Financial planning at Carnick & Kubik includes a life goals discussion, budgeting, insurance and other planning. Clients also get help with investments, including coordinating their portfolio with employer savings plans. Clients also get assistance with trust establishment, estate planning, intergenerational wealth transfer and other more complicated planning.

Carnick and Kubik’s investment planning incorporates four tenets: long-term strategies that adjust to market fluctuations, diversification, tax efficiency and minimizing fees. The minimum assets requirement is $500,000 for investment management and fees are a percentage of managed assets. Financial planning fees usually start at $3,000, and these services are available to clients with a minimum of $1,000,000 in assets. The firm charges fixed rates for larger projects or ongoing services.

Carnick & Kubik
Assets Managed $1.2 Billion
Minimum Assets Varies
Number of Advisors 12
Fee Structure Fee-Based
Address 1777 S. Harrison St Suite 1110

Sharkey, Howes and Javer

Each Sharkey, Howes & Javer financial advisor is a Certified Financial Planner. These professionals create financial plans with a customized investment portfolio for each client. SHJ is a noncommissioned firm with no product sales, so clients are assured that advisors make their best interests a top priority.

Financial advisors at Sharkey, Howes & Javer create a plan with various projections based on the client’s goals and circumstances. Plan recommendations are unique to each client, with realistic, achievable financial advice. The firm’s services include portfolio design, implementation and management, and planning for retirement, college, reducing estate and personal taxes and retirement distribution.

Sharkey, Howes and Javer charges only for services provided and never for any financial products. Financial plan development costs between $2,000 and $15,000 with a $500 advance retainer. The firm charges an annual retainer of $1,000 to $5,000 for ongoing plan monitoring and updates. Investment management services are based on a percentage of assets.

Sharkey, Howes and Javer
Assets Managed $710.5 Million
Minimum Assets $250,000
Number of Advisors 8
Fee Structure Fee-Only
Address 720 South Colorado Blvd #600 S

Conclusion

It is crucial to do your research when searching for a financial advisor. We advise our readers to speak with multiple advisors to ensure you are compatible.

We created a guide with the best advisors in the area with options for all situations. We’ve included professionals that serve clients of all asset levels to help you find the perfect advisor.

Denver Financial Advisors
Company Assets Managed Minimum Assets Fee Structure
GHP Investment Advisors, Inc. $1.28 Billion $500,000 Fee-Based
Dunston Financial Group $47.8 Million Varies Fee-Only
Mercer Advisors $10.7 Million $350,000 Fee-Only
Segall Bryant & Hamill $18.2 Billion $1 Million Fee-Based
Carnick & Kubik $1.2 Billion Varies Fee-Based
Sharkey, Howes and Javer $710.5 Million $250,000 Fee-Only

We believe everyone deserves to make thoughtful, informed purchase decisions. As a result, we provide our buyers guides and local guides free for consumers.

We may receive compensation from our partners. However, Retirement Living independently researches companies, and the compensation we receive does not affect the analysis of our staff or the opinions of our subject matter experts. The subject matter experts mentioned in our guides have specific knowledge or credentials in their field.

Retirement Living will not include companies on our guides that do not meet our quality standards. The compensation we receive from our partners may impact how and where companies appear on our site, including the order in which they appear.

Retirement Living independently researches companies, and we use editorial discretion to award companies with special recognition (i.e. Best Value) based on our staff's judgement or subject matter expert's judgement. We do this to help you identify companies that will meet your specific buying needs, and we do not receive compensation for these designations.

Additionally, Retirement Living is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to amazon.com, amazon.ca, or amazon.co.uk.

Want exclusive content and tips on retirement planning?