Top 10 financial advisor firms in Denver

63 SEC-registered financial advisor firms are headquartered in Denver, CO, with $136B in combined regulatory assets under management. The largest by assets are Mercer Global Advisors ($84.4B), Elevation Point Wealth Partners ($8.29B) and Johnson Financial Group ($4.53B).

63
Financial advisor firms: $136B
Their combined AUM: $370M
Median firm AUM: 52,938
Clients of the top 10

The 10 largest by assets

1
Mercer Global Advisors
RIA
$84.4B
0.50% to 1.10% a year
2
Elevation Point Wealth Partners
RIA
$8.29B
Regulatory AUM
3
Johnson Financial Group
RIA
$4.53B
0.40% to 0.75% a year
4
BOK Financial Private Wealth
RIA
$3.72B
Up to 1.00% a year
5
GHP Investment Advisors
RIA
$3.06B
0.30% to 1.00% a year
6
Cambiar Investors
RIA
$2.92B
0.35% to 1.00% a year
7
Cherry Creek Family Offices
RIA
$2.02B
Regulatory AUM
8
Buck Wealth Strategies
RIA
$1.64B
Up to 1.50% a year
9
Class VI Family Office
RIA
$1.5B
Up to 1.00% a year
10
Institute for Wealth Management
RIA
$1.37B
Up to 2.00% a year

Profiles of the top 10

No. 1 · RIA

Mercer Global Advisors

Mercer Global Advisors is an investment adviser based in Denver, CO, registered with the SEC since 2008. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $84.4 billion, as filed on 17 September 2026.

Mercer Global Advisors charges 0.50%–1.10% a year for its Custom Wealth.

Regulatory AUM: $84.4B
Clients: 36,172
Advisory staff: 632
Founded: 1985
Fee schedule: 0.50% to 1.10% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 1200 17th Street, Suite 2000, Denver, CO 80202
Phone: 888-885-8101
Website: merceradvisors.com

No. 2 · RIA

Elevation Point Wealth Partners

Elevation Point Wealth Partners is an investment adviser based in Denver, CO, registered with the SEC since 2006. It provides investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $8.29 billion, as filed on 22 September 2026.

Regulatory AUM: $8.29B
Clients: 4,936
Advisory staff: 54
Custodians: Fidelity, Raymond James, Charles Schwab, Folio Investments, Pershing
Headquarters: 1580 Lincoln Street, Suite 680, Denver, CO 80203
Phone: 303-382-2880
Website: elevationpoint.com

No. 3 · RIA

Johnson Financial Group

Johnson Financial Group is an investment adviser based in Denver, CO, registered with the SEC since 2014. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and pooled investment vehicles. Its regulatory assets under management total $4.53 billion, as filed on 4 May 2026.

Johnson Financial Group charges 0.40%–0.75% a year for its Investment Management.

Regulatory AUM: $4.53B
Clients: 164
Advisory staff: 35
Fee schedule: 0.40% to 0.75% a year
Custodians: Charles Schwab
Headquarters: 1144 Fifteenth Street, Suite 3950, Denver, CO 80202
Phone: 720-475-1195
Website: jfgfamilyoffice.com

No. 4 · RIA

BOK Financial Private Wealth

BOK Financial Private Wealth is an investment adviser based in Denver, CO, registered with the SEC since 1996. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and charitable organizations. Its regulatory assets under management total $3.72 billion, as filed on 30 September 2026.

BOK Financial Private Wealth charges up to 1.00% a year for its Investment management services.

Regulatory AUM: $3.72B
Clients: 818
Advisory staff: 23
Founded: 1996
Fee schedule: Up to 1.00% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 1600 Broadway, 4th Floor, Denver, CO 80202
Phone: 303-539-0100
Website: bokfinancialprivatewealth.com

No. 5 · RIA

GHP Investment Advisors

GHP Investment Advisors is an investment adviser based in Denver, CO, registered with the SEC since 1995. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $3.06 billion, as filed on 24 March 2026.

GHP Investment Advisors charges 0.30%–1.00% a year for its Investment Management Services.

Regulatory AUM: $3.06B
Clients: 1,234
Advisory staff: 22
Founded: 1995
Fee schedule: 0.30% to 1.00% a year
Minimum account: $500,000
Custodians: Charles Schwab
Headquarters: 1290 Broadway, Suite 1100, Denver, CO 80203
Phone: 303-831-5051
Website: ghpia.com

No. 6 · RIA

Cambiar Investors

Cambiar Investors is an investment adviser based in Denver, CO, registered with the SEC since 2001. It provides investment management. Its clients include individual clients, high-net-worth individuals and investment companies. Its regulatory assets under management total $2.92 billion, as filed on 3 August 2026.

Cambiar Investors charges 0.35%–1.00% a year for its Separate Accounts.

Regulatory AUM: $2.92B
Clients: 5,622
Advisory staff: 8
Fee schedule: 0.35% to 1.00% a year
Minimum account: $5,000,000
Custodians: Morgan Stanley, UBS Financial Services
Headquarters: 200 Columbine Street, Suite 800, Denver, CO 80206
Phone: 888-673-9950
Website: cambiar.com

No. 7 · RIA

Cherry Creek Family Offices

Cherry Creek Family Offices is an investment adviser based in Denver, CO, registered with the SEC since 2011. It provides financial planning and investment management. Its clients include high-net-worth individuals and pooled investment vehicles. Its regulatory assets under management total $2.02 billion, as filed on 24 February 2026.

Regulatory AUM: $2.02B
Clients: 26
Advisory staff: 6
Custodians: Charles Schwab
Headquarters: 210 University BLVD, Suite 650, Denver, CO 80206
Phone: 303-862-9550
Website: ccfo.com

No. 8 · RIA

Buck Wealth Strategies

Buck Wealth Strategies is an investment adviser based in Denver, CO, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include pension and profit-sharing plans, individual clients, and high-net-worth individuals. Its regulatory assets under management total $1.64 billion, as filed on 7 July 2026.

Buck Wealth Strategies charges up to 1.50% a year for its Investment Management.

Regulatory AUM: $1.64B
Clients: 2,948
Advisory staff: 39
Fee schedule: Up to 1.50% a year
Minimum account: $25,000
Custodians: Charles Schwab, Fidelity
Headquarters: 4600 S. Syracuse Street, Suite 650, Denver, CO 80237
Phone: 888-210-6567
Website: eabuck.com

No. 9 · RIA

Class VI Family Office

Class VI Family Office is an investment adviser based in Denver, CO, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $1.5 billion, as filed on 11 February 2026.

Class VI Family Office charges up to 1.00% a year for its Investment Management Fees and Compensation.

Regulatory AUM: $1.5B
Clients: 201
Advisory staff: 8
Fee schedule: Up to 1.00% a year
Minimum account: $1,000,000
Custodians: Charles Schwab
Headquarters: 255 Fillmore Street, Suite 500, Denver, CO 80206
Phone: 303-243-5619
Website: classvipartners.com

No. 10 · RIA

Institute for Wealth Management

Institute for Wealth Management is an investment adviser based in Denver, CO, registered with the SEC since 2007. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and pooled investment vehicles. Its regulatory assets under management total $1.37 billion, as filed on 23 July 2026.

Institute for Wealth Management charges up to 2.00% a year for its Investment Advisory Services.

Regulatory AUM: $1.37B
Clients: 817
Advisory staff: 17
Founded: 2003
Fee schedule: Up to 2.00% a year
Custodians: Charles Schwab
Headquarters: 9878 W. Belleview Ave., #2306, Denver, CO 80123
Phone: 303-572-3500
Website: theinstitute.com

Questions about financial advisors in Denver

How many financial advisor firms are headquartered in Denver?

63 SEC-registered financial advisor firms report their principal office in Denver, CO, managing $136B in regulatory assets between them. The other 72 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Denver?

Mercer Global Advisors, with $84.4B in regulatory assets under management on its latest Form ADV. The next largest are Elevation Point Wealth Partners ($8.29B) and Johnson Financial Group ($4.53B).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Denver?

The median firm manages $370M in regulatory assets. That is the midpoint of the 63 firms headquartered in Denver.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Denver charge?

Of the 10 largest firms, 8 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.75% to 2.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Denver?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Denver has 63 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Denver

Top financial advisor firms in other Colorado cities