{
  "path": "/advisors/co/denver/for-charities",
  "url": "https://advisorcensus.com/advisors/co/denver/for-charities/page/2",
  "page_type": "metro_answer",
  "title": "Financial advisors for charitable organizations in Denver, CO",
  "filters": {},
  "scope_total": 109,
  "faq": [
    {
      "q": "Which financial advisors in Denver, CO work with charitable organizations?",
      "a": "109 investment advisory firms with a principal office in the Denver metro area report charitable organizations among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one."
    },
    {
      "q": "How many financial advisory firms are there in Denver, CO?",
      "a": "AdvisorCensus lists 697 investment advisory firms with a principal office in the Denver metro area, from Form ADV filings as of October 2026: 269 SEC-registered, 158 state-registered, and 270 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV."
    },
    {
      "q": "How many fee-only financial advisors are in Denver, CO?",
      "a": "160 of the 697 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed."
    },
    {
      "q": "How many financial advisors in Denver, CO offer financial planning?",
      "a": "284 of the 427 firms in Denver, CO that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports."
    },
    {
      "q": "Are the financial advisors in Denver, CO fiduciaries?",
      "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 160 firms that meet AdvisorCensus's fee-only test report none of those sales ties."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "AdvisorCensus lists 109 investment advisory firms with a principal office in the Denver metro area that report charitable organizations among their clients on Form ADV Item 5.D, from filings as of October 2026. Item 5.D asks each firm which types of clients it advises; reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically; each firm's page lists its client types as filed.",
  "about_market": "Denver has 697 investment advisory firms with a principal office in the metro area as of October 2026: 269 SEC-registered, 158 state-registered, and 270 exempt reporting advisers. 160 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 152 report under $100 million in regulatory assets under management. The metro area has 1,221,636 households, 246,723 of them with income of $200,000 or more, or 354 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).",
  "citation": "AdvisorCensus. Financial advisors for charitable organizations in Denver, CO: 109 firms from Form ADV filings as of October 2026.",
  "total_firms": 109,
  "page": 2,
  "total_pages": 3,
  "sort": "name",
  "registration_types": {
    "sec": 92,
    "state": 17,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 43
    },
    {
      "code": "percentage_of_aum",
      "count": 106
    },
    {
      "code": "hourly",
      "count": 50
    },
    {
      "code": "subscription",
      "count": 0
    },
    {
      "code": "fixed",
      "count": 76
    },
    {
      "code": "commissions",
      "count": 3
    },
    {
      "code": "performance_based",
      "count": 13
    },
    {
      "code": "other",
      "count": 7
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 23
    },
    {
      "code": "5_to_9",
      "count": 33
    },
    {
      "code": "10_to_19",
      "count": 27
    },
    {
      "code": "20_plus",
      "count": 26
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 3
    },
    {
      "code": "25m_100m",
      "count": 13
    },
    {
      "code": "100m_500m",
      "count": 39
    },
    {
      "code": "500m_1b",
      "count": 26
    },
    {
      "code": "1b_5b",
      "count": 14
    },
    {
      "code": "over_5b",
      "count": 11
    },
    {
      "code": "not_reported",
      "count": 3
    }
  ],
  "firms": [
    {
      "crd_number": 110900,
      "name": "Investment Management Associates",
      "name_as_filed": "INVESTMENT MANAGEMENT ASSOCIATES",
      "url": "https://advisorcensus.com/firm/investment-management-associates-greenwood-village-co-110900",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 6,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 153952,
      "name": "Israel Investment Advisors, LLC",
      "name_as_filed": "ISRAEL INVESTMENT ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/israel-investment-advisors-llc-denver-co-153952",
      "city": "Denver",
      "state": "CO",
      "years_registered": 16,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 113569,
      "name": "J.F. Williams Co., Inc.",
      "name_as_filed": "J.F. WILLIAMS CO., INC.",
      "url": "https://advisorcensus.com/firm/j-f-williams-co-inc-denver-co-113569",
      "city": "Denver",
      "state": "CO",
      "years_registered": 11,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 309116,
      "name": "Jackson Creek Investment Advisors LLC",
      "name_as_filed": "JACKSON CREEK INVESTMENT ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/jackson-creek-investment-advisors-llc-castle-rock-co-309116",
      "city": "Castle Rock",
      "state": "CO",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 104652,
      "name": "Janus Henderson Investors",
      "name_as_filed": "JANUS HENDERSON INVESTORS",
      "url": "https://advisorcensus.com/firm/janus-henderson-investors-denver-co-104652",
      "city": "Denver",
      "state": "CO",
      "years_registered": 48,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 125101,
      "name": "JFG Family Office",
      "name_as_filed": "JFG FAMILY OFFICE",
      "url": "https://advisorcensus.com/firm/jfg-family-office-denver-co-125101",
      "city": "Denver",
      "state": "CO",
      "years_registered": 12,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328474,
      "name": "JPL Wealth Management, LLC",
      "name_as_filed": "JPL WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/jpl-wealth-management-llc-greenwood-village-co-328474",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 2,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299220,
      "name": "Jupiter Wealth Management, LLC",
      "name_as_filed": "JUPITER WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/jupiter-wealth-management-llc-glendale-co-299220",
      "city": "Glendale",
      "state": "CO",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 153147,
      "name": "Keystone Global Partners LLC",
      "name_as_filed": "KEYSTONE GLOBAL PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/keystone-global-partners-llc-denver-co-153147",
      "city": "Denver",
      "state": "CO",
      "years_registered": 11,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298353,
      "name": "Kozak & Tripp Private Asset Management, Inc.",
      "name_as_filed": "KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/kozak-and-tripp-private-asset-management-inc-highlands-ranch-co-298353",
      "city": "Highlands Ranch",
      "state": "CO",
      "years_registered": 8,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333032,
      "name": "Legacy Wealth Partners, LLC",
      "name_as_filed": "LEGACY WEALTH PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/legacy-wealth-partners-llc-lakewood-co-333032",
      "city": "Lakewood",
      "state": "CO",
      "years_registered": 1,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 143379,
      "name": "Lotusgroup Advisors",
      "name_as_filed": "LOTUSGROUP ADVISORS",
      "url": "https://advisorcensus.com/firm/lotusgroup-advisors-denver-co-143379",
      "city": "Denver",
      "state": "CO",
      "years_registered": 9,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 112236,
      "name": "Loyd Financial Management Inc.",
      "name_as_filed": "LOYD FINANCIAL MANAGEMENT INC.",
      "url": "https://advisorcensus.com/firm/loyd-financial-management-inc-centennial-co-112236",
      "city": "Centennial",
      "state": "CO",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 174817,
      "name": "Marshall Investment Management, LLC",
      "name_as_filed": "MARSHALL INVESTMENT MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/marshall-investment-management-llc-greenwood-village-co-174817",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 109250,
      "name": "Marsico Capital Management, LLC",
      "name_as_filed": "MARSICO CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/marsico-capital-management-llc-denver-co-109250",
      "city": "Denver",
      "state": "CO",
      "years_registered": 29,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299342,
      "name": "Mattern Capital Management, LLC",
      "name_as_filed": "MATTERN CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/mattern-capital-management-llc-lakewood-co-299342",
      "city": "Lakewood",
      "state": "CO",
      "years_registered": 7,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 336560,
      "name": "Maxq Asset Management LLC",
      "name_as_filed": "MAXQ ASSET MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/maxq-asset-management-llc-greenwood-village-co-336560",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 147363,
      "name": "Mercer Global Advisors Inc.",
      "name_as_filed": "MERCER GLOBAL ADVISORS INC.",
      "url": "https://advisorcensus.com/firm/mercer-global-advisors-inc-denver-co-147363",
      "city": "Denver",
      "state": "CO",
      "years_registered": 18,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 313102,
      "name": "Meritor Capital",
      "name_as_filed": "MERITOR CAPITAL",
      "url": "https://advisorcensus.com/firm/meritor-capital-greenwood-village-co-313102",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 159828,
      "name": "Michaud Capital Management LLC",
      "name_as_filed": "MICHAUD CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/michaud-capital-management-llc-denver-co-159828",
      "city": "Denver",
      "state": "CO",
      "years_registered": 14,
      "raum_band": "1b_5b",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 107392,
      "name": "Monticello Associates, LLC",
      "name_as_filed": "MONTICELLO ASSOCIATES, LLC",
      "url": "https://advisorcensus.com/firm/monticello-associates-llc-denver-co-107392",
      "city": "Denver",
      "state": "CO",
      "years_registered": 30,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 156660,
      "name": "Mountain Capital Investment Advisors Inc",
      "name_as_filed": "MOUNTAIN CAPITAL INVESTMENT ADVISORS INC",
      "url": "https://advisorcensus.com/firm/mountain-capital-investment-advisors-inc-westminster-co-156660",
      "city": "Westminster",
      "state": "CO",
      "years_registered": 9,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 147055,
      "name": "New Frontier Wealth Management",
      "name_as_filed": "NEW FRONTIER WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/new-frontier-wealth-management-englewood-co-147055",
      "city": "Englewood",
      "state": "CO",
      "years_registered": 14,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 315694,
      "name": "Nilsine Partners, LLC",
      "name_as_filed": "NILSINE PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/nilsine-partners-llc-greenwood-village-co-315694",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 5,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 322607,
      "name": "Noble Wealth Management P.B.C.",
      "name_as_filed": "NOBLE WEALTH MANAGEMENT P.B.C.",
      "url": "https://advisorcensus.com/firm/noble-wealth-management-p-b-c-greenwood-village-co-322607",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 105147,
      "name": "Paragon Capital Management",
      "name_as_filed": "PARAGON CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/paragon-capital-management-denver-co-105147",
      "city": "Denver",
      "state": "CO",
      "years_registered": 36,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 115207,
      "name": "Peak Financial Advisors",
      "name_as_filed": "PEAK FINANCIAL ADVISORS",
      "url": "https://advisorcensus.com/firm/peak-financial-advisors-denver-co-115207",
      "city": "Denver",
      "state": "CO",
      "years_registered": 25,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 281223,
      "name": "Peak Financial Management, Inc.",
      "name_as_filed": "PEAK FINANCIAL MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/peak-financial-management-inc-broomfield-co-281223",
      "city": "Broomfield",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289891,
      "name": "Peak Planning Group, LLC",
      "name_as_filed": "PEAK PLANNING GROUP, LLC",
      "url": "https://advisorcensus.com/firm/peak-planning-group-llc-centennial-co-289891",
      "city": "Centennial",
      "state": "CO",
      "years_registered": 9,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106127,
      "name": "Peterson Financial Services LLC",
      "name_as_filed": "PETERSON FINANCIAL SERVICES LLC",
      "url": "https://advisorcensus.com/firm/peterson-financial-services-llc-denver-co-106127",
      "city": "Denver",
      "state": "CO",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 105541,
      "name": "PVG Asset Management Corp",
      "name_as_filed": "PVG ASSET MANAGEMENT CORP",
      "url": "https://advisorcensus.com/firm/pvg-asset-management-corp-centennial-co-105541",
      "city": "Centennial",
      "state": "CO",
      "years_registered": 38,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 112707,
      "name": "R. Kent Harris and Associates, Ltd.",
      "name_as_filed": "R. KENT HARRIS AND ASSOCIATES, LTD.",
      "url": "https://advisorcensus.com/firm/r-kent-harris-and-associates-ltd-greenwood-village-co-112707",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 27,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342585,
      "name": "Root & Web Community Financial LLC",
      "name_as_filed": "ROOT & WEB COMMUNITY FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/root-and-web-community-financial-llc-denver-co-342585",
      "city": "Denver",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 291065,
      "name": "Rosel Wealth Management, LLC",
      "name_as_filed": "ROSEL WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/rosel-wealth-management-llc-highlands-ranch-co-291065",
      "city": "Highlands Ranch",
      "state": "CO",
      "years_registered": 8,
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  },
  "csv": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
