# Financial advisors for high-net-worth individuals in Denver, CO

> AdvisorCensus lists 290 investment advisory firms with a principal office in the Denver metro area that report high-net-worth individuals 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-high-net-worth-individuals/page/5

## At a glance

- Investment advisory firms: 290
- Registration: SEC-registered investment adviser: 183, State-registered investment adviser: 107
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 127 (44%); Percentage of assets 279 (96%); Hourly charges 141 (49%); Subscription fees (newsletter or periodical) 3 (1%); Fixed fees 196 (68%); Commissions 6 (2%); Performance-based fees 19 (7%); Other 17 (6%)
- Regulatory assets under management (Item 5.F): Under $25 million 47 (16%); $25 million to $100 million 60 (21%); $100 million to $500 million 104 (36%); $500 million to $1 billion 39 (13%); $1 billion to $5 billion 25 (9%); Over $5 billion 10 (3%); Not reported 5 (2%)
- Years registered: Under 5 years 106 (37%); 5 to 9 years 72 (25%); 10 to 19 years 61 (21%); 20 years or more 51 (18%)

## Firms (page 5 of 6, 201 to 250 of 290, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [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 |
| [Pine Cone Capital](https://advisorcensus.com/firm/pine-cone-capital-centennial-co-129387) ([md](https://advisorcensus.com/firm/pine-cone-capital-centennial-co-129387.md)) | 129387 | Centennial, CO | State-registered investment adviser | Under $25 million | 22 | % of assets, Hourly |
| [Polaris Wealth Partners](https://advisorcensus.com/firm/polaris-wealth-partners-denver-co-331678) ([md](https://advisorcensus.com/firm/polaris-wealth-partners-denver-co-331678.md)) | 331678 | Denver, CO | State-registered investment adviser | Under $25 million | 2 | % of assets |
| [Premier Wealth Solutions, LLC](https://advisorcensus.com/firm/premier-wealth-solutions-llc-lakewood-co-157135) ([md](https://advisorcensus.com/firm/premier-wealth-solutions-llc-lakewood-co-157135.md)) | 157135 | Lakewood, CO | State-registered investment adviser | Under $25 million | 15 | % of assets, Hourly, Fixed fee, Commissions |
| [Presidio Advisors, LLC](https://advisorcensus.com/firm/presidio-advisors-llc-denver-co-328699) ([md](https://advisorcensus.com/firm/presidio-advisors-llc-denver-co-328699.md)) | 328699 | Denver, CO | State-registered investment adviser | $25 million to $100 million | 2 | Fixed fee |
| [Proper Money Management LLC](https://advisorcensus.com/firm/proper-money-management-llc-arvada-co-329724) ([md](https://advisorcensus.com/firm/proper-money-management-llc-arvada-co-329724.md)) | 329724 | Arvada, CO | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Proprietary Capital, LLC](https://advisorcensus.com/firm/proprietary-capital-llc-denver-co-125139) ([md](https://advisorcensus.com/firm/proprietary-capital-llc-denver-co-125139.md)) | 125139 | Denver, CO | SEC-registered investment adviser | $500 million to $1 billion | 23 | % of assets, Performance fee |
| [Protocol Wealth, LLC](https://advisorcensus.com/firm/protocol-wealth-llc-denver-co-335298) ([md](https://advisorcensus.com/firm/protocol-wealth-llc-denver-co-335298.md)) | 335298 | Denver, CO | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Subscription, Fixed fee, Performance fee |
| [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 |
| [RCS Wealth Management](https://advisorcensus.com/firm/rcs-wealth-management-centennial-co-328114) ([md](https://advisorcensus.com/firm/rcs-wealth-management-centennial-co-328114.md)) | 328114 | Centennial, CO | State-registered investment adviser | Under $25 million | 2 | % of assets |
| [Regista Financial Strategies, LLC](https://advisorcensus.com/firm/regista-financial-strategies-llc-denver-co-326555) ([md](https://advisorcensus.com/firm/regista-financial-strategies-llc-denver-co-326555.md)) | 326555 | Denver, CO | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [Ridgegate Advisors, LLC](https://advisorcensus.com/firm/ridgegate-advisors-llc-englewood-co-334233) ([md](https://advisorcensus.com/firm/ridgegate-advisors-llc-englewood-co-334233.md)) | 334233 | Englewood, CO | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Rigden Capital Strategies](https://advisorcensus.com/firm/rigden-capital-strategies-englewood-co-326930) ([md](https://advisorcensus.com/firm/rigden-capital-strategies-englewood-co-326930.md)) | 326930 | Englewood, CO | SEC-registered investment adviser | $100 million to $500 million | 1 | % 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 |
| [Roots First Wealth Management](https://advisorcensus.com/firm/roots-first-wealth-management-highlands-ranch-co-326161) ([md](https://advisorcensus.com/firm/roots-first-wealth-management-highlands-ranch-co-326161.md)) | 326161 | Highlands Ranch, CO | State-registered investment adviser | Under $25 million | 3 | % of assets, 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 |
| [Sachem Hill LLC](https://advisorcensus.com/firm/sachem-hill-llc-denver-co-174210) ([md](https://advisorcensus.com/firm/sachem-hill-llc-denver-co-174210.md)) | 174210 | Denver, CO | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets, Fixed fee, Other |
| [Salus Financial Advisors](https://advisorcensus.com/firm/salus-financial-advisors-denver-co-329882) ([md](https://advisorcensus.com/firm/salus-financial-advisors-denver-co-329882.md)) | 329882 | Denver, CO | SEC-registered investment adviser | $100 million to $500 million | 2 | % 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 |
| [Schaefer Financial Management, Inc.](https://advisorcensus.com/firm/schaefer-financial-management-inc-centennial-co-110110) ([md](https://advisorcensus.com/firm/schaefer-financial-management-inc-centennial-co-110110.md)) | 110110 | Centennial, CO | SEC-registered investment adviser | $1 billion to $5 billion | 37 | % of assets, Hourly, 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 |
| [Serenity Alternative Investment Management, LLC](https://advisorcensus.com/firm/serenity-alternative-investment-management-llc-arvada-co-312214) ([md](https://advisorcensus.com/firm/serenity-alternative-investment-management-llc-arvada-co-312214.md)) | 312214 | Arvada, CO | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee, 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 |
| [Shearwater Capital](https://advisorcensus.com/firm/shearwater-capital-denver-co-115399) ([md](https://advisorcensus.com/firm/shearwater-capital-denver-co-115399.md)) | 115399 | Denver, CO | SEC-registered investment adviser | $100 million to $500 million | 13 | % of assets |
| [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 |
| [Simply Steward](https://advisorcensus.com/firm/simply-steward-centennial-co-287771) ([md](https://advisorcensus.com/firm/simply-steward-centennial-co-287771.md)) | 287771 | Centennial, CO | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Fixed fee |
| [Skidmore Advisory Services, Inc.](https://advisorcensus.com/firm/skidmore-advisory-services-inc-denver-co-166423) ([md](https://advisorcensus.com/firm/skidmore-advisory-services-inc-denver-co-166423.md)) | 166423 | Denver, CO | State-registered investment adviser | Under $25 million | 13 | % of assets |
| [Skipping Stones Fiduciary Consulting](https://advisorcensus.com/firm/skipping-stones-fiduciary-consulting-denver-co-342060) ([md](https://advisorcensus.com/firm/skipping-stones-fiduciary-consulting-denver-co-342060.md)) | 342060 | Denver, CO | State-registered investment adviser | Not reported | 0 | % of assets, Fixed fee |
| [Sobel Financial LLC](https://advisorcensus.com/firm/sobel-financial-llc-denver-co-304019) ([md](https://advisorcensus.com/firm/sobel-financial-llc-denver-co-304019.md)) | 304019 | Denver, CO | State-registered investment adviser | Under $25 million | 7 | % of assets, Fixed fee |
| [Sohum Financial Planning, LLC](https://advisorcensus.com/firm/sohum-financial-planning-llc-evergreen-co-316869) ([md](https://advisorcensus.com/firm/sohum-financial-planning-llc-evergreen-co-316869.md)) | 316869 | Evergreen, CO | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly, Fixed fee |
| [Sorensen Financial Management](https://advisorcensus.com/firm/sorensen-financial-management-denver-co-113297) ([md](https://advisorcensus.com/firm/sorensen-financial-management-denver-co-113297.md)) | 113297 | Denver, CO | State-registered investment adviser | Under $25 million | 27 | % of assets |
| [Sprincz Advisory Group, LLC](https://advisorcensus.com/firm/sprincz-advisory-group-llc-littleton-co-285738) ([md](https://advisorcensus.com/firm/sprincz-advisory-group-llc-littleton-co-285738.md)) | 285738 | Littleton, CO | State-registered investment adviser | Under $25 million | 9 | % of assets, Hourly, Fixed fee, Other |
| [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 |
| [Spruceview Capital Partners LLC](https://advisorcensus.com/firm/spruceview-capital-partners-llc-denver-co-171963) ([md](https://advisorcensus.com/firm/spruceview-capital-partners-llc-denver-co-171963.md)) | 171963 | Denver, CO | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Fixed fee, Performance 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 |
| [Stone Creek Group, LLC](https://advisorcensus.com/firm/stone-creek-group-llc-englewood-co-182512) ([md](https://advisorcensus.com/firm/stone-creek-group-llc-englewood-co-182512.md)) | 182512 | Englewood, CO | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets |
| [Stonebridge Financial Solutions, Inc](https://advisorcensus.com/firm/stonebridge-financial-solutions-inc-lone-tree-co-139911) ([md](https://advisorcensus.com/firm/stonebridge-financial-solutions-inc-lone-tree-co-139911.md)) | 139911 | Lone Tree, CO | State-registered investment adviser | $25 million to $100 million | 20 | % of assets, Hourly, Other |
| [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 |
| [Stronghaven Capital LLC](https://advisorcensus.com/firm/stronghaven-capital-llc-denver-co-331659) ([md](https://advisorcensus.com/firm/stronghaven-capital-llc-denver-co-331659.md)) | 331659 | Denver, CO | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee |
| [Sugden Wealth Management, LLC](https://advisorcensus.com/firm/sugden-wealth-management-llc-denver-co-165766) ([md](https://advisorcensus.com/firm/sugden-wealth-management-llc-denver-co-165766.md)) | 165766 | Denver, CO | State-registered investment adviser | $25 million to $100 million | 13 | % of assets, Hourly, Fixed fee |
| [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 |
| [Summit Wealth Strategies](https://advisorcensus.com/firm/summit-wealth-strategies-denver-co-332976) ([md](https://advisorcensus.com/firm/summit-wealth-strategies-denver-co-332976.md)) | 332976 | Denver, CO | State-registered investment adviser | $25 million to $100 million | 2 | % of assets |
| [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 |
| [Synergy Financial Partners, LLC](https://advisorcensus.com/firm/synergy-financial-partners-llc-denver-co-305287) ([md](https://advisorcensus.com/firm/synergy-financial-partners-llc-denver-co-305287.md)) | 305287 | Denver, CO | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee |
| [Tailored Tax and Wealth](https://advisorcensus.com/firm/tailored-tax-and-wealth-parker-co-337265) ([md](https://advisorcensus.com/firm/tailored-tax-and-wealth-parker-co-337265.md)) | 337265 | Parker, CO | State-registered investment adviser | Under $25 million | 1 | 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 |
| [Ten Talents Financial Planning LLC](https://advisorcensus.com/firm/ten-talents-financial-planning-llc-parker-co-297195) ([md](https://advisorcensus.com/firm/ten-talents-financial-planning-llc-parker-co-297195.md)) | 297195 | Parker, CO | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee |

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## Questions people ask

**Which financial advisors in Denver, CO work with high-net-worth individuals?**
290 investment advisory firms with a principal office in the Denver metro area report high-net-worth individuals 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 high-net-worth individuals in Denver, CO: 290 firms from Form ADV filings as of October 2026.