1031X
“He was quick to respond and answered all our questions clearly and accurately.”
Best Financial Advisors in Denver, CO
23 firms listed · all 23 in Denver · 22 rated 4.5+ · 2 show a license
Data verified October 18, 2026
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Colorado Wealth Group
“With their wealth of experience and deep understanding of market trends, they navigate the complexities of wealth management with finesse and precision.”
Schutte Financial
“He listens to your needs and wants, is extremely knowledgeable, and guides in a straight forward path.”
Alpha 1 Tax & Wealth Retirement Planning & Financial Advisors
“Most importantly, he's been accommodating to my schedule and has been happy to meet and discuss outside of normal business hours.”
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Innovative Financial
“They take the time to explain things and truly understand your situation and concerns.”
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Gws&a - Global Wealth Strategies & Associates
“I would highly recommend GWS&A as they were a big step up from my last wealth management company.”
The 23 firms listed for Denver, CO provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Denver, CO
All 23 firms we list here are in Denver itself. We have 119 firms in Denver on file; this page shows the highest-rated 23. The firms on this page are rated from 4.2 to 5.0 across 846 reviews; 3 have 50 or more reviews and 22 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (98%), responsiveness (86%) and quality (73%). The topics that come up most in reviews of the firms on this page are "expertise", "knowledge" and "communication". The services the firms on this page list most often on their websites are investment management (3), estate planning (2), financial planning (2), retirement planning (2) and tax planning (2). 2 show a license on their websites; 1 lists staff certifications (CFP) and 10 have a BBB rating of A or A+. 18 have ten or more years of experience, the longest 29 years. 5 offer a free initial consultation. We have a website on file for all 23 of the firms on this page; 19 publish a contact page; 19 list a public email and 7 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Denver offer a free first meeting?
5 of the 23 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
SHJ Wealth Advisors
“They have guided us through the highs and lows of the financial markets and have provided spot on advise us as we have gone through the various rigors of life.”
Mercer Advisors
“I have been very happy with the quality of results I have had working with Transitions .”
Maestro Associates
“The team at Maestro is incredibly knowledgeable and up-to-speed on the ever-changing rules and regulations around all things taxes, retirement, and investing.”
Star Financial Services
“Attentive service from a consummate professional.”
Summit Wealth Strategies
“I had met with several advisors whose advice reflected a dated world-view; were as Paul was the first person I spoke to who understood my perspective on where the world was headed, and how to capitalize on those changes through investments in the years to come”
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Divorce Resource Centre of Colorado
“Divorce Resource Center, and especially Tammy Guns, did an incredible job of guiding me through a very difficult time/process.”
Equal Path Investments
“Carlie is an excellent resource for financial education, I'm grateful to have someone with her expertise and experience on my team of advisors.”
Altius Financial
“I've been a client for over 25 years and I'm and I am extremely satisfied.”
Bruce G Allen Investments
Catalyst Retirement Advisors
“They listen to my concerns and help me to feel confident about my investment plans.”
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Maia Wealth
“Our wealth manager was Darcy, she was knowledgeable and answered all our questions.”
Unbridled Wealth
“Their dependability is unmatched; the team is always available to answer questions, provide updates, and offer advice, making communication seamless and effective.”
Trilogy Financial Services
“Heather's clients hold her in the highest regard as a highly skilled professional and a warm caring person.”
Investment Security Group
“Every year I do a portfolio review with my advisor, he takes the time to explain the investments in my portfolio and how they have performed.”
Chad Aaberg - 5280 Associates
“Thank you, Chad, for the amazing job you have done for the past 10 years in giving sound advice and in managing our portfolio with impeccable attention to detail!”
Ryan Financial
“He was super nice gave me his advice on the things I needed even though he knew there was low potential of me becoming a client.”
Moneta Group - Dunston Financial Team
“The Dunston Team with Moneta group in Colorado is extremely experienced, professional, and accommodating.”
Why these companies made our list
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