# Financial advisors for charitable organizations in Denver, CO

> 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/co/denver/for-charities/page/2

## At a glance

- Investment advisory firms: 109
- Registration: SEC-registered investment adviser: 92, State-registered investment adviser: 17
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 43 (39%); Percentage of assets 106 (97%); Hourly charges 50 (46%); Fixed fees 76 (70%); Commissions 3 (3%); Performance-based fees 13 (12%); Other 7 (6%)
- Regulatory assets under management (Item 5.F): Under $25 million 3 (3%); $25 million to $100 million 13 (12%); $100 million to $500 million 39 (36%); $500 million to $1 billion 26 (24%); $1 billion to $5 billion 14 (13%); Over $5 billion 11 (10%); Not reported 3 (3%)
- Years registered: Under 5 years 23 (21%); 5 to 9 years 33 (30%); 10 to 19 years 27 (25%); 20 years or more 26 (24%)

## Firms (page 2 of 3, 51 to 100 of 109, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Investment Management Associates](https://advisorcensus.com/firm/investment-management-associates-greenwood-village-co-110900) ([md](https://advisorcensus.com/firm/investment-management-associates-greenwood-village-co-110900.md)) | 110900 | Greenwood Village, CO | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets, Other |
| [Israel Investment Advisors, LLC](https://advisorcensus.com/firm/israel-investment-advisors-llc-denver-co-153952) ([md](https://advisorcensus.com/firm/israel-investment-advisors-llc-denver-co-153952.md)) | 153952 | Denver, CO | SEC-registered investment adviser | $25 million to $100 million | 16 | % of assets, Hourly, Fixed fee, Performance fee |
| [J.F. Williams Co., Inc.](https://advisorcensus.com/firm/j-f-williams-co-inc-denver-co-113569) ([md](https://advisorcensus.com/firm/j-f-williams-co-inc-denver-co-113569.md)) | 113569 | Denver, CO | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Hourly, Fixed fee |
| [Jackson Creek Investment Advisors LLC](https://advisorcensus.com/firm/jackson-creek-investment-advisors-llc-castle-rock-co-309116) ([md](https://advisorcensus.com/firm/jackson-creek-investment-advisors-llc-castle-rock-co-309116.md)) | 309116 | Castle Rock, CO | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee |
| [Janus Henderson Investors](https://advisorcensus.com/firm/janus-henderson-investors-denver-co-104652) ([md](https://advisorcensus.com/firm/janus-henderson-investors-denver-co-104652.md)) | 104652 | Denver, CO | SEC-registered investment adviser | Over $5 billion | 48 | % of assets, Performance fee |
| [JFG Family Office](https://advisorcensus.com/firm/jfg-family-office-denver-co-125101) ([md](https://advisorcensus.com/firm/jfg-family-office-denver-co-125101.md)) | 125101 | Denver, CO | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Fixed fee |
| [JPL Wealth Management, LLC](https://advisorcensus.com/firm/jpl-wealth-management-llc-greenwood-village-co-328474) ([md](https://advisorcensus.com/firm/jpl-wealth-management-llc-greenwood-village-co-328474.md)) | 328474 | Greenwood Village, CO | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets, Fixed fee |
| [Jupiter Wealth Management, LLC](https://advisorcensus.com/firm/jupiter-wealth-management-llc-glendale-co-299220) ([md](https://advisorcensus.com/firm/jupiter-wealth-management-llc-glendale-co-299220.md)) | 299220 | Glendale, CO | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Fixed fee |
| [Keystone Global Partners LLC](https://advisorcensus.com/firm/keystone-global-partners-llc-denver-co-153147) ([md](https://advisorcensus.com/firm/keystone-global-partners-llc-denver-co-153147.md)) | 153147 | Denver, CO | SEC-registered investment adviser | $500 million to $1 billion | 11 | % of assets |
| [Kozak & Tripp Private Asset Management, Inc.](https://advisorcensus.com/firm/kozak-and-tripp-private-asset-management-inc-highlands-ranch-co-298353) ([md](https://advisorcensus.com/firm/kozak-and-tripp-private-asset-management-inc-highlands-ranch-co-298353.md)) | 298353 | Highlands Ranch, CO | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Fixed fee |
| [Legacy Wealth Partners, LLC](https://advisorcensus.com/firm/legacy-wealth-partners-llc-lakewood-co-333032) ([md](https://advisorcensus.com/firm/legacy-wealth-partners-llc-lakewood-co-333032.md)) | 333032 | Lakewood, CO | SEC-registered investment adviser | $500 million to $1 billion | 1 | % of assets, Fixed fee |
| [Lotusgroup Advisors](https://advisorcensus.com/firm/lotusgroup-advisors-denver-co-143379) ([md](https://advisorcensus.com/firm/lotusgroup-advisors-denver-co-143379.md)) | 143379 | Denver, CO | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Other |
| [Loyd Financial Management Inc.](https://advisorcensus.com/firm/loyd-financial-management-inc-centennial-co-112236) ([md](https://advisorcensus.com/firm/loyd-financial-management-inc-centennial-co-112236.md)) | 112236 | Centennial, CO | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly |
| [Marshall Investment Management, LLC](https://advisorcensus.com/firm/marshall-investment-management-llc-greenwood-village-co-174817) ([md](https://advisorcensus.com/firm/marshall-investment-management-llc-greenwood-village-co-174817.md)) | 174817 | Greenwood Village, CO | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [Marsico Capital Management, LLC](https://advisorcensus.com/firm/marsico-capital-management-llc-denver-co-109250) ([md](https://advisorcensus.com/firm/marsico-capital-management-llc-denver-co-109250.md)) | 109250 | Denver, CO | SEC-registered investment adviser | $1 billion to $5 billion | 29 | % of assets |
| [Mattern Capital Management, LLC](https://advisorcensus.com/firm/mattern-capital-management-llc-lakewood-co-299342) ([md](https://advisorcensus.com/firm/mattern-capital-management-llc-lakewood-co-299342.md)) | 299342 | Lakewood, CO | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Hourly, Fixed fee |
| [Maxq Asset Management LLC](https://advisorcensus.com/firm/maxq-asset-management-llc-greenwood-village-co-336560) ([md](https://advisorcensus.com/firm/maxq-asset-management-llc-greenwood-village-co-336560.md)) | 336560 | Greenwood Village, CO | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Mercer Global Advisors Inc.](https://advisorcensus.com/firm/mercer-global-advisors-inc-denver-co-147363) ([md](https://advisorcensus.com/firm/mercer-global-advisors-inc-denver-co-147363.md)) | 147363 | Denver, CO | SEC-registered investment adviser | Over $5 billion | 18 | % of assets, Hourly, Fixed fee, Other |
| [Meritor Capital](https://advisorcensus.com/firm/meritor-capital-greenwood-village-co-313102) ([md](https://advisorcensus.com/firm/meritor-capital-greenwood-village-co-313102.md)) | 313102 | Greenwood Village, CO | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Fixed fee |
| [Michaud Capital Management LLC](https://advisorcensus.com/firm/michaud-capital-management-llc-denver-co-159828) ([md](https://advisorcensus.com/firm/michaud-capital-management-llc-denver-co-159828.md)) | 159828 | Denver, CO | SEC-registered investment adviser | $1 billion to $5 billion | 14 | Fixed fee |
| [Monticello Associates, LLC](https://advisorcensus.com/firm/monticello-associates-llc-denver-co-107392) ([md](https://advisorcensus.com/firm/monticello-associates-llc-denver-co-107392.md)) | 107392 | Denver, CO | SEC-registered investment adviser | Not reported | 30 | Fixed fee, Other |
| [Mountain Capital Investment Advisors Inc](https://advisorcensus.com/firm/mountain-capital-investment-advisors-inc-westminster-co-156660) ([md](https://advisorcensus.com/firm/mountain-capital-investment-advisors-inc-westminster-co-156660.md)) | 156660 | Westminster, CO | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets |
| [New Frontier Wealth Management](https://advisorcensus.com/firm/new-frontier-wealth-management-englewood-co-147055) ([md](https://advisorcensus.com/firm/new-frontier-wealth-management-englewood-co-147055.md)) | 147055 | Englewood, CO | State-registered investment adviser | Under $25 million | 14 | % of assets |
| [Nilsine Partners, LLC](https://advisorcensus.com/firm/nilsine-partners-llc-greenwood-village-co-315694) ([md](https://advisorcensus.com/firm/nilsine-partners-llc-greenwood-village-co-315694.md)) | 315694 | Greenwood Village, CO | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets, Fixed fee |
| [Noble Wealth Management P.B.C.](https://advisorcensus.com/firm/noble-wealth-management-p-b-c-greenwood-village-co-322607) ([md](https://advisorcensus.com/firm/noble-wealth-management-p-b-c-greenwood-village-co-322607.md)) | 322607 | Greenwood Village, CO | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Paragon Capital Management](https://advisorcensus.com/firm/paragon-capital-management-denver-co-105147) ([md](https://advisorcensus.com/firm/paragon-capital-management-denver-co-105147.md)) | 105147 | Denver, CO | SEC-registered investment adviser | $1 billion to $5 billion | 36 | % of assets, Hourly, Fixed fee |
| [Peak Financial Advisors](https://advisorcensus.com/firm/peak-financial-advisors-denver-co-115207) ([md](https://advisorcensus.com/firm/peak-financial-advisors-denver-co-115207.md)) | 115207 | Denver, CO | SEC-registered investment adviser | $100 million to $500 million | 25 | % of assets, Fixed fee |
| [Peak Financial Management, Inc.](https://advisorcensus.com/firm/peak-financial-management-inc-broomfield-co-281223) ([md](https://advisorcensus.com/firm/peak-financial-management-inc-broomfield-co-281223.md)) | 281223 | Broomfield, CO | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Peak Planning Group, LLC](https://advisorcensus.com/firm/peak-planning-group-llc-centennial-co-289891) ([md](https://advisorcensus.com/firm/peak-planning-group-llc-centennial-co-289891.md)) | 289891 | Centennial, CO | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Hourly, Fixed fee |
| [Peterson Financial Services LLC](https://advisorcensus.com/firm/peterson-financial-services-llc-denver-co-106127) ([md](https://advisorcensus.com/firm/peterson-financial-services-llc-denver-co-106127.md)) | 106127 | Denver, CO | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly |
| [PVG Asset Management Corp](https://advisorcensus.com/firm/pvg-asset-management-corp-centennial-co-105541) ([md](https://advisorcensus.com/firm/pvg-asset-management-corp-centennial-co-105541.md)) | 105541 | Centennial, CO | SEC-registered investment adviser | $500 million to $1 billion | 38 | % of assets |
| [R. Kent Harris and Associates, Ltd.](https://advisorcensus.com/firm/r-kent-harris-and-associates-ltd-greenwood-village-co-112707) ([md](https://advisorcensus.com/firm/r-kent-harris-and-associates-ltd-greenwood-village-co-112707.md)) | 112707 | Greenwood Village, CO | State-registered investment adviser | $25 million to $100 million | 27 | % of assets, Hourly, Fixed fee |
| [Root & Web Community Financial LLC](https://advisorcensus.com/firm/root-and-web-community-financial-llc-denver-co-342585) ([md](https://advisorcensus.com/firm/root-and-web-community-financial-llc-denver-co-342585.md)) | 342585 | Denver, CO | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Rosel Wealth Management, LLC](https://advisorcensus.com/firm/rosel-wealth-management-llc-highlands-ranch-co-291065) ([md](https://advisorcensus.com/firm/rosel-wealth-management-llc-highlands-ranch-co-291065.md)) | 291065 | Highlands Ranch, CO | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Hourly, Fixed fee |
| [Sanctuary Advisors](https://advisorcensus.com/firm/sanctuary-advisors-denver-co-285428) ([md](https://advisorcensus.com/firm/sanctuary-advisors-denver-co-285428.md)) | 285428 | Denver, CO | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee |
| [Semper Augustus Investments Group LLC](https://advisorcensus.com/firm/semper-augustus-investments-group-llc-highlands-ranch-co-108153) ([md](https://advisorcensus.com/firm/semper-augustus-investments-group-llc-highlands-ranch-co-108153.md)) | 108153 | Highlands Ranch, CO | SEC-registered investment adviser | $500 million to $1 billion | 27 | % of assets, Performance fee |
| [Sharkey Howes & Javer Inc](https://advisorcensus.com/firm/sharkey-howes-and-javer-inc-denver-co-106050) ([md](https://advisorcensus.com/firm/sharkey-howes-and-javer-inc-denver-co-106050.md)) | 106050 | Denver, CO | SEC-registered investment adviser | $1 billion to $5 billion | 35 | % of assets, Hourly, Fixed fee |
| [Shelton Capital Management](https://advisorcensus.com/firm/shelton-capital-management-denver-co-104720) ([md](https://advisorcensus.com/firm/shelton-capital-management-denver-co-104720.md)) | 104720 | Denver, CO | SEC-registered investment adviser | Over $5 billion | 41 | % of assets, Fixed fee |
| [Sprinkle Financial Consultants LLC](https://advisorcensus.com/firm/sprinkle-financial-consultants-llc-littleton-co-112227) ([md](https://advisorcensus.com/firm/sprinkle-financial-consultants-llc-littleton-co-112227.md)) | 112227 | Littleton, CO | SEC-registered investment adviser | $500 million to $1 billion | 31 | % of assets, Hourly, Fixed fee |
| [Steele Street Private Wealth Management](https://advisorcensus.com/firm/steele-street-private-wealth-management-denver-co-299856) ([md](https://advisorcensus.com/firm/steele-street-private-wealth-management-denver-co-299856.md)) | 299856 | Denver, CO | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Stordahl Capital Management, Inc.](https://advisorcensus.com/firm/stordahl-capital-management-inc-greenwood-village-co-287916) ([md](https://advisorcensus.com/firm/stordahl-capital-management-inc-greenwood-village-co-287916.md)) | 287916 | Greenwood Village, CO | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Hourly |
| [Summit Hill Wealth Management, LLC](https://advisorcensus.com/firm/summit-hill-wealth-management-llc-greenwood-village-co-296740) ([md](https://advisorcensus.com/firm/summit-hill-wealth-management-llc-greenwood-village-co-296740.md)) | 296740 | Greenwood Village, CO | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Summitpoint Capital Management](https://advisorcensus.com/firm/summitpoint-capital-management-littleton-co-336856) ([md](https://advisorcensus.com/firm/summitpoint-capital-management-littleton-co-336856.md)) | 336856 | Littleton, CO | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Tandem Financial, LLC](https://advisorcensus.com/firm/tandem-financial-llc-greenwood-village-co-292565) ([md](https://advisorcensus.com/firm/tandem-financial-llc-greenwood-village-co-292565.md)) | 292565 | Greenwood Village, CO | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Fixed fee |
| [The Institute](https://advisorcensus.com/firm/the-institute-denver-co-127207) ([md](https://advisorcensus.com/firm/the-institute-denver-co-127207.md)) | 127207 | Denver, CO | SEC-registered investment adviser | $1 billion to $5 billion | 19 | % of assets, Hourly, Fixed fee |
| [Third Day Capital Management, LLC](https://advisorcensus.com/firm/third-day-capital-management-llc-denver-co-148121) ([md](https://advisorcensus.com/firm/third-day-capital-management-llc-denver-co-148121.md)) | 148121 | Denver, CO | State-registered investment adviser | $25 million to $100 million | 17 | % of assets |
| [Three Peaks Capital Management, LLC](https://advisorcensus.com/firm/three-peaks-capital-management-llc-castle-rock-co-127402) ([md](https://advisorcensus.com/firm/three-peaks-capital-management-llc-castle-rock-co-127402.md)) | 127402 | Castle Rock, CO | SEC-registered investment adviser | $100 million to $500 million | 23 | % of assets |
| [Tillman Hartley LLC](https://advisorcensus.com/firm/tillman-hartley-llc-denver-co-109479) ([md](https://advisorcensus.com/firm/tillman-hartley-llc-denver-co-109479.md)) | 109479 | Denver, CO | SEC-registered investment adviser | $500 million to $1 billion | 27 | % of assets, Fixed fee |
| [Towle & Co](https://advisorcensus.com/firm/towle-and-co-denver-co-110862) ([md](https://advisorcensus.com/firm/towle-and-co-denver-co-110862.md)) | 110862 | Denver, CO | SEC-registered investment adviser | $100 million to $500 million | 44 | % of assets, Performance fee |
| [Triumph Capital Management](https://advisorcensus.com/firm/triumph-capital-management-denver-co-282814) ([md](https://advisorcensus.com/firm/triumph-capital-management-denver-co-282814.md)) | 282814 | Denver, CO | SEC-registered investment adviser | $500 million to $1 billion | 10 | % of assets, Hourly, Fixed fee |

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## Questions people ask

**Which financial advisors in Denver, CO work with charitable organizations?**
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.

**How many financial advisory firms are there in Denver, CO?**
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.

**How many fee-only financial advisors are in Denver, CO?**
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.

**How many financial advisors in Denver, CO offer financial planning?**
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.

**Are the financial advisors in Denver, CO fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

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- [Financial advisors in Colorado Springs](https://advisorcensus.com/advisors/co/colorado-springs) (https://advisorcensus.com/advisors/co/colorado-springs.md)
- [Financial advisors in Fort Collins](https://advisorcensus.com/advisors/co/fort-collins) (https://advisorcensus.com/advisors/co/fort-collins.md)
- [Financial advisors in Greeley](https://advisorcensus.com/advisors/co/greeley) (https://advisorcensus.com/advisors/co/greeley.md)
- [Financial advisors in Grand Junction](https://advisorcensus.com/advisors/co/grand-junction) (https://advisorcensus.com/advisors/co/grand-junction.md)
- [Financial advisors in Pueblo](https://advisorcensus.com/advisors/co/pueblo) (https://advisorcensus.com/advisors/co/pueblo.md)

Cite as: AdvisorCensus. Financial advisors for charitable organizations in Denver, CO: 109 firms from Form ADV filings as of October 2026.