Near You · Denver
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 the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is GWS&A - Global Wealth Strategies & Associates with a 5.0-star rating from 234 Google reviews and an RNM Score of 100/100. 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 13, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Denver, Colorado is home to a variety of financial advisory firms that offer investment management, retirement planning, and other wealth management services to local consumers. When searching for a financial advisor in the Denver area, consumers should consider factors such as the advisor's credentials, fees, and investment philosophy.
- ✓Investment management and portfolio planning
- ✓Retirement planning and income strategies
- ✓Tax planning and preparation services
Best Overall
Rooted Wealth Advisors
Rooted Wealth Advisors stands out for its comprehensive financial planning approach tailored to high-net-worth individuals in Denver.
Most Reviewed
GWS&A - Global Wealth Strategies & Associates
High review counts indicate a strong track record of client satisfaction and trustworthiness.
When choosing a financial advisor in Denver, verify their fiduciary status and fee structure, and consider scheduling initial consultations with a few top-ranked firms to find the best fit for your financial goals.
How to Choose a Financial Advisor in Denver
What to look for
- • Certified Financial Planner (CFP) or other relevant financial certifications
- • Experience working with clients in the Denver area
- • Fiduciary duty to act in your best interests
- • Fee-only compensation structure rather than commission-based
Questions to ask
- • What is your investment philosophy and approach?
- • How do you determine the appropriate investment strategy for my goals and risk tolerance?
- • What are your fees and how are they structured?
Red flags
- ⚠ Pushes high-commission products or investments
- ⚠ Lacks transparency about fees and compensation
- ⚠ Cannot provide references from satisfied Denver-area clients
In Colorado, financial advisors must be registered with the state's Division of Securities and hold appropriate licenses and insurance. Verify an advisor's credentials and check for any disciplinary actions or complaints.
Local Market Snapshot
20
Businesses listed
4.9★
Avg rating
54
Avg reviews
Jun 13, 2026
Last updated
Top Rated Financial Advisors
Denver’s top-rated financial advisor with a flawless 5.0★ from over 230 reviews.
3200 Cherry Creek S Dr # 280, Denver, CO 80209, USAEarns a stellar 4.8-star rating from over 150 Google reviews in Denver.
4725 S Monaco St Suite 110, Denver, CO 80237, USATrusted by 82 clients with a stellar 4.9-star Google rating.
8400 E Prentice Ave Ste 800, Greenwood Village, CO 80111, USAFinancial Advisors Rankings in Denver, CO
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | GWS&A - Global Wealth Strategies & Associates3200 Cherry Creek S Dr # 280, Denver, CO 80209, USA | 5.0★ | 234 |
| #2 | Alpha 1 Tax & Wealth Retirement Planning & Financial Advisors4725 S Monaco St Suite 110, Denver, CO 80237, USA | 4.8★ | 153 |
| #3 | Colorado Financial Advisors8400 E Prentice Ave Ste 800, Greenwood Village, CO 80111, USA | 4.9★ | 82 |
| #4 | SHJ Wealth Advisors720 S Colorado Blvd # 600, Denver, CO 80246, USA | 5.0★ | 9 |
| #5 | Innovative Financial, LLC355 S Teller St STE 200, Denver, CO 80226, USA | 4.8★ | 21 |
| #6 | Maia Wealth1331 17th St #800, Denver, CO 80202, USA | 4.9★ | 31 |
| #7 | Denver Private Wealth Management2000 S Colorado Blvd Suite 3700, Denver, CO 80222, USA | 5.0★ | 2 |
| #8 | Schutte Financial3801 E Florida Ave #600, Denver, CO 80210, USA | 5.0★ | 30 |
| #9 | Colorado Wealth Group1345 S Broadway, Denver, CO 80210, USA | 5.0★ | 156 |
| #10 | Denver Wealth Management, Inc.4582 S Ulster St #1300, Denver, CO 80237, USA | 4.8★ | 23 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Denver
5.0-star rating from 9 Google reviews for trusted financial guidance.
720 S Colorado Blvd # 600, Denver, CO 80246, USA
Rated 4.8 stars from over 20 reviews, this Denver financial advisor is highly trusted.
355 S Teller St STE 200, Denver, CO 80226, USA
4.9 stars from 31 Google reviews, showing outstanding client satisfaction.
1331 17th St #800, Denver, CO 80202, USA
Trusted Denver financial advisor with a perfect 5.0-star rating from early clients.
2000 S Colorado Blvd Suite 3700, Denver, CO 80222, USA
Top-rated Denver financial advisor with a perfect 5.0-star rating from 30 reviews.
3801 E Florida Ave #600, Denver, CO 80210, USA
Denver financial advisor with a flawless 5.0-star rating from over 150 reviews.
1345 S Broadway, Denver, CO 80210, USA
Consistently rated 4.8 stars from 23 reviews, this Denver financial advisor is highly trusted.
4582 S Ulster St #1300, Denver, CO 80237, USA
Trusted Denver financial advisor with a perfect 5.0★ rating from 9 reviews.
2373 Central Park Blvd Unit 100, Denver, CO 80238, USA
Trusted Denver advisor with a solid 4.3-star rating from 6 Google reviews.
1290 Broadway #1100, Denver, CO 80203, USA
Rated 5.0 stars from 28 reviews, this Denver financial advisor is highly trusted.
4600 S Ulster St Suite 1050, Denver, CO 80237, USA
Trusted Denver financial advisor with a 4.6★ rating from 20 reviews.
4600 S Syracuse St Suite 948, Denver, CO 80237, USA
Consistently earns a perfect 5.0-star rating from more than 20 local reviews.
7001 E Belleview Ave #800, Denver, CO 80237, USA
4.7 stars from 15 Google reviews, reflecting strong client trust.
101 University Blvd #450, Denver, CO 80206, USA
Trusted by clients with a 4.9-star rating from 38 Google reviews.
2000 S Colorado Blvd Suite 1150, Denver, CO 80222, USA
Denver financial advisor with a perfect 5.0-star rating from 171 Google reviews.
1159 S Clayton St, Denver, CO 80210, USA
Trusted Denver financial advisor with 4.5 stars from 22 Google reviews.
4600 S Syracuse St #100, Denver, CO 80237, USA
Top-rated Denver financial advisor with a perfect 5.0-star score from 8 reviews.
1401 Lawrence St #1600, Denver, CO 80202, USA
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Financial Advisors in Denver, CO — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | GWS&A - Global Wealth Strategies & Associates | 100/100 | 5.0 ★ | 234 |
| 2 | Alpha 1 Tax & Wealth Retirement Planning & Financial Advisors | 94/100 | 4.8 ★ | 153 |
| 3 | Colorado Financial Advisors | 92/100 | 4.9 ★ | 82 |
| 4 | SHJ Wealth Advisors | 71/100 | 5.0 ★ | 9 |
| 5 | Innovative Financial, LLC | 72/100 | 4.8 ★ | 21 |
| 6 | Maia Wealth | 75/100 | 4.9 ★ | 31 |
| 7 | Denver Private Wealth Management | 64/100 | 5.0 ★ | 2 |
| 8 | Schutte Financial | 77/100 | 5.0 ★ | 30 |
| 9 | Colorado Wealth Group | 86/100 | 5.0 ★ | 156 |
| 10 | Denver Wealth Management, Inc. | 72/100 | 4.8 ★ | 23 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
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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 13, 2026.
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