Empower provides a robust suite of financial tools and personalized advisory services. Their focus on retirement planning and wealth accumulation makes them a top choice for professionals in the Denver area seeking long-term stability.
Top Financial Advisors in Denver, Colorado - June 2026
USA / Colorado / Denver
Discover the most trusted and highly-rated financial advisors in Denver, Colorado. Our curated list helps you find expert wealth management, retirement planning, and investment strategies tailored to your financial goals.
Comprehensive wealth management and retirement solutions.
Details
- Year Founded: 2014
- Employees: 1000+
- Price Range: $$$$
- Phone: +1-800-701-8433
- Email: contact@empower.com
About the Company
Pros
- Advanced digital tools
- Strong retirement focus
Cons
- High asset minimums
- Limited local branches
Fee-only investment management for individuals and families.
Details
- Year Founded: 1995
- Employees: 10-50
- Price Range: $$$
- Phone: +1-303-333-1600
- Email: info@northstarinvestments.com
About the Company
Northstar offers highly personalized portfolio management. Known for their fiduciary standards, they prioritize client interests through transparent fee structures and customized investment strategies tailored to Denver residents.
Pros
- Fee-only structure
- Custom portfolios
Cons
- Niche service focus
- Small team size
Integrated wealth management and tax strategy services.
Details
- Year Founded: 1996
- Employees: 100-200
- Price Range: $$$$
- Phone: +1-303-771-3323
- Email: contact@coldstream.com
About the Company
Coldstream delivers a holistic approach to wealth, combining investment management with comprehensive tax and estate planning. They are highly regarded for their ability to handle complex multi-generational financial needs.
Pros
- Holistic planning
- Tax expertise
Cons
- Higher fee threshold
- Strict client criteria
Nationally recognized firm with a strong Denver presence.
Details
- Year Founded: 2006
- Employees: 500-1000
- Price Range: $$$
- Phone: +1-303-830-1000
- Email: info@marinerwealth.com
About the Company
Mariner offers a broad range of services from wealth management to insurance and tax planning. Their collaborative team approach ensures that all aspects of a client's financial life are addressed systematically.
Pros
- Full-service offering
- National resources
Cons
- Less personal than boutiques
- High management fees
Banking and investment services for sophisticated investors.
Details
- Year Founded: 1910
- Employees: 1000+
- Price Range: $$$
- Phone: +1-303-291-3000
- Email: support@bokf.com
About the Company
BOK Financial provides institutional-grade wealth management services. They excel in trust management and private banking, making them an excellent choice for high-net-worth individuals requiring complex financial support.
Pros
- Institutional resources
- Banking integration
Cons
- Corporate bureaucracy
- Less agile
Global reach with local, personalized financial advisory.
Details
- Year Founded: 1909
- Employees: 1000+
- Price Range: $$$
- Phone: +1-303-376-3000
- Email: denver@rbc.com
About the Company
RBC combines the security of a global institution with the specialized attention of local advisors. Their research-driven investment strategies are ideal for long-term growth and capital preservation.
Pros
- Global market research
- Reliable platform
Cons
- Standardized advice
- Limited independence
Comprehensive fee-only financial and investment planning.
Details
- Year Founded: 1983
- Employees: 1000+
- Price Range: $$$
- Phone: +1-888-243-0453
- Email: info@creativeplanning.com
About the Company
Creative Planning is well-known for integrating tax, legal, and investment services. Their holistic model is designed to simplify complex finances for families seeking an all-in-one advisory solution.
Pros
- Legal and tax integration
- Fee-only model
Cons
- Rapid company growth
- Variable advisor experience
Expert financial guidance for academic and non-profit sectors.
Details
- Year Founded: 1918
- Employees: 1000+
- Price Range: $$
- Phone: +1-800-842-2252
- Email: support@tiaa.org
About the Company
TIAA specializes in serving those in the medical, academic, and research fields. Their advisory services focus on long-term retirement security and sophisticated asset management tailored to institutional benefits.
Pros
- Sector-specific expertise
- Proven reliability
Cons
- Niche service scope
- Complex product range
Accessible wealth management and robust trading platforms.
Details
- Year Founded: 1971
- Employees: 1000+
- Price Range: $$
- Phone: +1-877-561-4659
- Email: denver@schwab.com
About the Company
Schwab provides both self-directed tools and dedicated advisory services. They are perfect for Denver investors who appreciate the ability to combine digital flexibility with personal guidance when needed.
Pros
- Low cost structure
- Excellent user interface
Cons
- Less bespoke than boutiques
- High client volume
Leading global financial services for affluent investors.
Details
- Year Founded: 1935
- Employees: 1000+
- Price Range: $$$$
- Phone: +1-303-572-2000
- Email: info@ms.com
About the Company
Morgan Stanley offers high-end wealth management and access to exclusive institutional investment products. Their Denver team excels at managing complex portfolios for high-net-worth families.
Pros
- Access to elite markets
- Strong performance history
Cons
- High account minimums
- Complex fee structures
Local, community-focused financial advisory services.
Details
- Year Founded: 1922
- Employees: 1000+
- Price Range: $$
- Phone: +1-303-322-1234
- Email: contact@edwardjones.com
About the Company
Edward Jones prides itself on building deep relationships with local clients. Their advisor-based model is perfect for those who prefer regular face-to-face communication in the Denver metro area.
Pros
- Strong local focus
- Easy to work with
Cons
- Proprietary product bias
- Fees can be higher
Global asset management and financial guidance firm.
Details
- Year Founded: 1934
- Employees: 1000+
- Price Range: $$$
- Phone: +1-303-336-4000
- Email: investor@janushenderson.com
About the Company
As a global leader in investment management, Janus Henderson offers deep technical expertise. Their Denver-based advisors bring institutional insights to individual clients looking for professional management.
Pros
- Market insights
- Strong investment performance
Cons
- Primarily institutional
- Service can feel detached
Global wealth management for sophisticated clients.
Details
- Year Founded: 1862
- Employees: 1000+
- Price Range: $$$$
- Phone: +1-303-861-1234
- Email: denver-info@ubs.com
About the Company
UBS provides comprehensive wealth planning and exclusive banking services. Their Denver advisory team focuses on legacy planning and tax-efficient portfolio management for high-net-worth individuals.
Pros
- Global expertise
- Extensive service suite
Cons
- Steep barrier to entry
- Focus on wealthy clients
Tech-integrated wealth management services.
Details
- Year Founded: 2009
- Employees: 500-1000
- Price Range: $$
- Phone: +1-855-855-8005
- Email: support@personalcapital.com
About the Company
Personal Capital offers a unique mix of digital dashboard tracking and human advisory. It is an excellent choice for Denver residents who want to maintain an active view of their finances while utilizing expert advice.
Pros
- Transparency
- Excellent mobile tools
Cons
- Sales-heavy onboarding
- Strict minimums
Full-service investment firm for individuals and institutions.
Details
- Year Founded: 1890
- Employees: 1000+
- Price Range: $$$
- Phone: +1-303-376-2000
- Email: info@stifel.com
About the Company
Stifel provides a wide range of wealth management and investment banking services. Their Denver team is well-regarded for personal service and a stable, long-term approach to market fluctuations.
Pros
- Breadth of services
- Stability
Cons
- High trading fees
- Traditional approach
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Frequently Asked Questions
Frequently Asked Questions
- How do I choose a financial advisor in Denver?
- Look for a fiduciary status, fee structure, and experience in the specific financial areas you need help with, such as retirement or estate planning.
- What is a fiduciary financial advisor?
- A fiduciary is legally obligated to act in your best interest, putting your financial success ahead of their own commissions.
- How much do financial advisors charge in Denver?
- Advisors typically charge either a percentage of assets under management (AUM), a flat hourly fee, or a fixed project-based retainer.
- Do I need a lot of money to hire an advisor?
- Many Denver advisors cater to various wealth levels, though some may have minimum account requirements.
- Are financial advisors in Denver licensed?
- Yes, reputable advisors are registered with either the SEC or the Colorado Division of Securities.
- Can a financial advisor help with tax planning?
- Many comprehensive financial advisors in Denver offer tax optimization strategies as part of their wealth management services.