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Financial Advisors Near You in Denver, CO

Find financial advisors close to you in Denver. All results are sorted by proximity and rated by real local customers.

As of June 2026, RatingsNearMe ranks 20 financial advisors in Denver, CO by verified customer ratings and review volume. The highest-rated is GWS&A - Global Wealth Strategies & Associates with a 5.0-star rating from 234 verified reviews. Also in the top tier: Alpha 1 Tax & Wealth Retirement Planning & Financial Advisors and Colorado Financial Advisors. The average rating across all listed financial advisors in Denver is 4.9 stars from 54 reviews per business on average.

Financial advisors in Denver typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

Rankings updated June 1, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.

Local Market Snapshot

20

Businesses listed

4.9★

Avg rating

54

Avg reviews

Jun 1, 2026

Last updated

Top Rated Financial Advisors

🥇

GWS&A - Global Wealth Strategies & Associates

5.0(234 reviews)

3200 Cherry Creek S Dr # 280, Denver, CO 80209, USA

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Alpha 1 Tax & Wealth Retirement Planning & Financial Advisors

4.8(153 reviews)

4725 S Monaco St Suite 110, Denver, CO 80237, USA

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Colorado Financial Advisors

4.9(82 reviews)

8400 E Prentice Ave Ste 800, Greenwood Village, CO 80111, USA

Financial Advisors Rankings in Denver, CO

#BusinessRatingReviews
#1GWS&A - Global Wealth Strategies & Associates3200 Cherry Creek S Dr # 280, Denver, CO 80209, USA5.0234
#2Alpha 1 Tax & Wealth Retirement Planning & Financial Advisors4725 S Monaco St Suite 110, Denver, CO 80237, USA4.8153
#3Colorado Financial Advisors8400 E Prentice Ave Ste 800, Greenwood Village, CO 80111, USA4.982
#4Denver Wealth Management, Inc.4582 S Ulster St #1300, Denver, CO 80237, USA4.823
#5Denver Private Wealth Management2000 S Colorado Blvd Suite 3700, Denver, CO 80222, USA5.02
#6Trilogy Financial Services101 University Blvd #450, Denver, CO 80206, USA4.715
#7Rooted Wealth Advisors4600 S Syracuse St Suite 948, Denver, CO 80237, USA4.620
#8GHP Investment Advisors, Inc.1290 Broadway #1100, Denver, CO 80203, USA4.36
#9Latitude Financial Group2373 Central Park Blvd Unit 100, Denver, CO 80238, USA5.09
#10Maia Wealth1331 17th St #800, Denver, CO 80202, USA4.931

Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026

All Financial Advisors in Denver

4

Denver Wealth Management, Inc.

4.8· 23 reviews

4582 S Ulster St #1300, Denver, CO 80237, USA

5

Denver Private Wealth Management

5.0· 2 reviews

2000 S Colorado Blvd Suite 3700, Denver, CO 80222, USA

6

Trilogy Financial Services

4.7· 15 reviews

101 University Blvd #450, Denver, CO 80206, USA

7

Rooted Wealth Advisors

4.6· 20 reviews

4600 S Syracuse St Suite 948, Denver, CO 80237, USA

8

GHP Investment Advisors, Inc.

4.3· 6 reviews

1290 Broadway #1100, Denver, CO 80203, USA

9

Latitude Financial Group

5.0· 9 reviews

2373 Central Park Blvd Unit 100, Denver, CO 80238, USA

10

Maia Wealth

4.9· 31 reviews

1331 17th St #800, Denver, CO 80202, USA

11

Mercer Advisors, LLC - formerly Transitions Wealth Management, LLC

5.0· 28 reviews

4600 S Ulster St Suite 1050, Denver, CO 80237, USA

12

EdgeRock Wealth Management

5.0· 20 reviews

7001 E Belleview Ave #800, Denver, CO 80237, USA

13

Colorado Wealth Group

5.0· 156 reviews

1345 S Broadway, Denver, CO 80210, USA

14

Noble Wealth Partners

5.0· 8 reviews

1401 Lawrence St #1600, Denver, CO 80202, USA

15

Strategic Wealth Designers

4.5· 22 reviews

4600 S Syracuse St #100, Denver, CO 80237, USA

16

Beacon Pointe Advisors

4.9· 38 reviews

2000 S Colorado Blvd Suite 1150, Denver, CO 80222, USA

17

Downs Financial

5.0· 171 reviews

1159 S Clayton St, Denver, CO 80210, USA

18

SHJ Wealth Advisors

5.0· 9 reviews

720 S Colorado Blvd # 600, Denver, CO 80246, USA

19

Schutte Financial

5.0· 30 reviews

3801 E Florida Ave #600, Denver, CO 80210, USA

20

Innovative Financial, LLC

4.8· 21 reviews

355 S Teller St STE 200, Denver, CO 80226, USA

Data from Google Business listings
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Frequently Asked Questions — Financial Advisors in Denver

What is a fiduciary financial advisor and why does it matter in Denver?

A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Denver, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.

How do I verify a financial advisor is registered and legitimate?

Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.

How do financial advisors charge for their services in Denver?

Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.

What credentials should I look for in a financial advisor?

CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.

How are the financial advisors on this page ranked?

Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.

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How Rankings Work on This Page

Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.

Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: June 1, 2026.

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About This Financial Advisors Directory — Denver, CO

This page lists and ranks 20 financial advisors serving Denver, CO as of June 2026. The average verified rating across all listings is 4.9 stars, with an average of 54 customer reviews per business. The top-ranked financial advisors in Denver by our algorithm is GWS&A - Global Wealth Strategies & Associates (5.0 stars, 234 reviews). Financial advisors in Denver typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

RatingsNearMe uses a transparent, data-driven ranking algorithm that weighs star rating (35%), review volume (30%), customer sentiment analysis (20%), profile completeness (10%), and availability signals (5%). Rankings are not for sale — Featured Partner businesses pay for enhanced visibility but must earn their position through real customer reviews. Data sourced from Google Business listings and updated regularly.

How to choose a financial advisors in Denver: Look for businesses with 4.5+ stars, 50+ reviews, proper licensing and insurance, and transparent pricing. Get at least 3 quotes for any project over $500. Verify credentials with the CO licensing board before hiring.

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