# Financial advisors with no account minimum in Denver, CO > AdvisorCensus lists 38 investment advisory firms with a principal office in the Denver metro area whose Form ADV Part 2A brochure states that the firm has no account minimum, a sentence checked word for word in the brochure, from filings as of October 2026. Firms are listed alphabetically; each firm's page quotes the brochure. Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/co/denver/no-account-minimum ## At a glance - Investment advisory firms: 38 - Registration: SEC-registered investment adviser: 38 - How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 13 (34%); Percentage of assets 37 (97%); Hourly charges 13 (34%); Subscription fees (newsletter or periodical) 1 (3%); Fixed fees 24 (63%); Performance-based fees 1 (3%); Other 2 (5%) - Regulatory assets under management (Item 5.F): Under $25 million 2 (5%); $25 million to $100 million 1 (3%); $100 million to $500 million 22 (58%); $500 million to $1 billion 10 (26%); $1 billion to $5 billion 1 (3%); Over $5 billion 1 (3%); Not reported 1 (3%) - Years registered: Under 5 years 21 (55%); 5 to 9 years 12 (32%); 10 to 19 years 3 (8%); 20 years or more 2 (5%) ## Firms (page 1 of 1, 1 to 38 of 38, sorted by name) | Firm | CRD | City | Registration | Assets band | Years registered | Compensation | | --- | --- | --- | --- | --- | --- | --- | | [AQI](https://advisorcensus.com/firm/aqi-lone-tree-co-339159) ([md](https://advisorcensus.com/firm/aqi-lone-tree-co-339159.md)) | 339159 | Lone Tree, CO | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets | | [ASK Dolly](https://advisorcensus.com/firm/ask-dolly-denver-co-337843) ([md](https://advisorcensus.com/firm/ask-dolly-denver-co-337843.md)) | 337843 | Denver, CO | SEC-registered investment adviser | Not reported | 0 | Subscription | | [Aspen Wealth Strategies, LLC](https://advisorcensus.com/firm/aspen-wealth-strategies-llc-arvada-co-307424) ([md](https://advisorcensus.com/firm/aspen-wealth-strategies-llc-arvada-co-307424.md)) | 307424 | Arvada, CO | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee, Other | | [BXM Wealth LLC](https://advisorcensus.com/firm/bxm-wealth-llc-englewood-co-332544) ([md](https://advisorcensus.com/firm/bxm-wealth-llc-englewood-co-332544.md)) | 332544 | Englewood, CO | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets | | [BZ Wealth Advisors, LLC](https://advisorcensus.com/firm/bz-wealth-advisors-llc-littleton-co-335978) ([md](https://advisorcensus.com/firm/bz-wealth-advisors-llc-littleton-co-335978.md)) | 335978 | Littleton, CO | SEC-registered investment adviser | $25 million to $100 million | 1 | % of assets, Fixed fee | | [Causey Wealth LLC](https://advisorcensus.com/firm/causey-wealth-llc-greenwood-village-co-331134) ([md](https://advisorcensus.com/firm/causey-wealth-llc-greenwood-village-co-331134.md)) | 331134 | Greenwood Village, CO | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee | | [Cherry Creek Investment Advisors Inc](https://advisorcensus.com/firm/cherry-creek-investment-advisors-inc-englewood-co-107426) ([md](https://advisorcensus.com/firm/cherry-creek-investment-advisors-inc-englewood-co-107426.md)) | 107426 | Englewood, CO | SEC-registered investment adviser | $100 million to $500 million | 31 | % of assets | | [Clear Creek Advisors](https://advisorcensus.com/firm/clear-creek-advisors-denver-co-288335) ([md](https://advisorcensus.com/firm/clear-creek-advisors-denver-co-288335.md)) | 288335 | Denver, CO | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Fixed fee | | [Cultivate Wealth Partners](https://advisorcensus.com/firm/cultivate-wealth-partners-broomfield-co-340314) ([md](https://advisorcensus.com/firm/cultivate-wealth-partners-broomfield-co-340314.md)) | 340314 | Broomfield, CO | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee | | [Downing Street Wealth Management LLC](https://advisorcensus.com/firm/downing-street-wealth-management-llc-greenwood-village-co-152983) ([md](https://advisorcensus.com/firm/downing-street-wealth-management-llc-greenwood-village-co-152983.md)) | 152983 | Greenwood Village, CO | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee | | [ELK River Wealth Management LLC](https://advisorcensus.com/firm/elk-river-wealth-management-llc-denver-co-307263) ([md](https://advisorcensus.com/firm/elk-river-wealth-management-llc-denver-co-307263.md)) | 307263 | Denver, CO | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets, Hourly, Fixed fee | | [Evergreen Private Wealth](https://advisorcensus.com/firm/evergreen-private-wealth-greenwood-village-co-324777) ([md](https://advisorcensus.com/firm/evergreen-private-wealth-greenwood-village-co-324777.md)) | 324777 | Greenwood Village, CO | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets | | [Forward Wealth](https://advisorcensus.com/firm/forward-wealth-lone-tree-co-339154) ([md](https://advisorcensus.com/firm/forward-wealth-lone-tree-co-339154.md)) | 339154 | Lone Tree, CO | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee | | [Gallatin River Capital LLC](https://advisorcensus.com/firm/gallatin-river-capital-llc-littleton-co-341317) ([md](https://advisorcensus.com/firm/gallatin-river-capital-llc-littleton-co-341317.md)) | 341317 | Littleton, CO | SEC-registered investment adviser | Under $25 million | 0 | % of assets | | [GBG Wealth Management LLC](https://advisorcensus.com/firm/gbg-wealth-management-llc-lone-tree-co-333368) ([md](https://advisorcensus.com/firm/gbg-wealth-management-llc-lone-tree-co-333368.md)) | 333368 | Lone Tree, CO | SEC-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee | | [Gilpin Wealth Management LLC](https://advisorcensus.com/firm/gilpin-wealth-management-llc-golden-co-311336) ([md](https://advisorcensus.com/firm/gilpin-wealth-management-llc-golden-co-311336.md)) | 311336 | Golden, CO | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee | | [Heirloom Wealth Management LLC](https://advisorcensus.com/firm/heirloom-wealth-management-llc-greenwood-village-co-292277) ([md](https://advisorcensus.com/firm/heirloom-wealth-management-llc-greenwood-village-co-292277.md)) | 292277 | Greenwood Village, CO | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets, Fixed fee | | [Helm Investment Management, LLC](https://advisorcensus.com/firm/helm-investment-management-llc-denver-co-141773) ([md](https://advisorcensus.com/firm/helm-investment-management-llc-denver-co-141773.md)) | 141773 | Denver, CO | SEC-registered investment adviser | $100 million to $500 million | 19 | % of assets, Hourly | | [Hoffmann Hermanson](https://advisorcensus.com/firm/hoffmann-hermanson-denver-co-130484) ([md](https://advisorcensus.com/firm/hoffmann-hermanson-denver-co-130484.md)) | 130484 | Denver, CO | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets | | [Impact Capital Partners LLC](https://advisorcensus.com/firm/impact-capital-partners-llc-greenwood-village-co-329616) ([md](https://advisorcensus.com/firm/impact-capital-partners-llc-greenwood-village-co-329616.md)) | 329616 | Greenwood Village, CO | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets, Hourly, Fixed fee | | [Impactfolio LLC](https://advisorcensus.com/firm/impactfolio-llc-denver-co-291716) ([md](https://advisorcensus.com/firm/impactfolio-llc-denver-co-291716.md)) | 291716 | Denver, CO | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed 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 | | [JHP Wealth Management, LLC](https://advisorcensus.com/firm/jhp-wealth-management-llc-centennial-co-298784) ([md](https://advisorcensus.com/firm/jhp-wealth-management-llc-centennial-co-298784.md)) | 298784 | Centennial, CO | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets | | [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 | | [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 | | [Larimer Capital Corporation](https://advisorcensus.com/firm/larimer-capital-corporation-denver-co-18189) ([md](https://advisorcensus.com/firm/larimer-capital-corporation-denver-co-18189.md)) | 18189 | Denver, CO | SEC-registered investment adviser | $100 million to $500 million | 39 | % of assets, Hourly, 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 | | [Lord and Richards](https://advisorcensus.com/firm/lord-and-richards-highlands-ranch-co-328907) ([md](https://advisorcensus.com/firm/lord-and-richards-highlands-ranch-co-328907.md)) | 328907 | Highlands Ranch, CO | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets | | [Maia Wealth](https://advisorcensus.com/firm/maia-wealth-denver-co-292817) ([md](https://advisorcensus.com/firm/maia-wealth-denver-co-292817.md)) | 292817 | Denver, CO | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Fixed fee | | [Meketa Capital, LLC](https://advisorcensus.com/firm/meketa-capital-llc-denver-co-328303) ([md](https://advisorcensus.com/firm/meketa-capital-llc-denver-co-328303.md)) | 328303 | Denver, CO | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets | | [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 | | [Northwood Investors LLC](https://advisorcensus.com/firm/northwood-investors-llc-denver-co-161406) ([md](https://advisorcensus.com/firm/northwood-investors-llc-denver-co-161406.md)) | 161406 | Denver, CO | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Performance fee, Other | | [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 | | [Trailwise Financial Partners, LLC](https://advisorcensus.com/firm/trailwise-financial-partners-llc-golden-co-323530) ([md](https://advisorcensus.com/firm/trailwise-financial-partners-llc-golden-co-323530.md)) | 323530 | Golden, CO | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee | | [Uniting Wealth Partners](https://advisorcensus.com/firm/uniting-wealth-partners-denver-co-332317) ([md](https://advisorcensus.com/firm/uniting-wealth-partners-denver-co-332317.md)) | 332317 | Denver, CO | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets, Fixed fee | | [Whipplewood Advisors, LLC](https://advisorcensus.com/firm/whipplewood-advisors-llc-littleton-co-282860) ([md](https://advisorcensus.com/firm/whipplewood-advisors-llc-littleton-co-282860.md)) | 282860 | Littleton, CO | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee | | [White Hawk Wealth Management](https://advisorcensus.com/firm/white-hawk-wealth-management-broomfield-co-341034) ([md](https://advisorcensus.com/firm/white-hawk-wealth-management-broomfield-co-341034.md)) | 341034 | Broomfield, CO | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets | | [Wisdom Wealth Strategies](https://advisorcensus.com/firm/wisdom-wealth-strategies-greenwood-village-co-170230) ([md](https://advisorcensus.com/firm/wisdom-wealth-strategies-greenwood-village-co-170230.md)) | 170230 | Greenwood Village, CO | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee | ## Questions people ask **Which financial advisors in Denver, CO have no account minimum?** 38 investment advisory firms with a principal office in the Denver metro area state in their Form ADV Part 2A brochure that they have no account minimum, as of October 2026; this page lists them. A firm appears here when its current Form ADV Part 2A brochure says it has no account minimum and AdvisorCensus found that sentence word for word in the brochure, with no other minimum beside it. Only brochures AdvisorCensus has read count, so a firm missing here may have no minimum without stating it; and a firm can still decline an account, or set a minimum fee, which its page shows when the brochure states 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. 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Financial advisors with no account minimum in Denver, CO: 38 firms from Form ADV filings as of October 2026.