{
  "path": "/advisors/co/denver",
  "url": "https://advisorcensus.com/advisors/co/denver/page/7",
  "page_type": "metro",
  "title": "Financial advisors in Denver, CO",
  "filters": {},
  "scope_total": 697,
  "faq": [
    {
      "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 697 investment advisory firms with a principal office in the Denver metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.",
  "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 in Denver, CO: 697 firms from Form ADV filings as of October 2026.",
  "total_firms": 697,
  "page": 7,
  "total_pages": 14,
  "sort": "name",
  "registration_types": {
    "sec": 269,
    "state": 158,
    "exempt": 270
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 160
    },
    {
      "code": "percentage_of_aum",
      "count": 398
    },
    {
      "code": "hourly",
      "count": 172
    },
    {
      "code": "subscription",
      "count": 5
    },
    {
      "code": "fixed",
      "count": 254
    },
    {
      "code": "commissions",
      "count": 9
    },
    {
      "code": "performance_based",
      "count": 78
    },
    {
      "code": "other",
      "count": 43
    },
    {
      "code": "not_reported",
      "count": 270
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 414
    },
    {
      "code": "5_to_9",
      "count": 120
    },
    {
      "code": "10_to_19",
      "count": 100
    },
    {
      "code": "20_plus",
      "count": 58
    },
    {
      "code": "not_reported",
      "count": 5
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 86
    },
    {
      "code": "25m_100m",
      "count": 66
    },
    {
      "code": "100m_500m",
      "count": 135
    },
    {
      "code": "500m_1b",
      "count": 52
    },
    {
      "code": "1b_5b",
      "count": 48
    },
    {
      "code": "over_5b",
      "count": 19
    },
    {
      "code": "not_reported",
      "count": 291
    }
  ],
  "firms": [
    {
      "crd_number": 340014,
      "name": "Helios Wealth Management Ltd",
      "name_as_filed": "HELIOS WEALTH MANAGEMENT LTD",
      "url": "https://advisorcensus.com/firm/helios-wealth-management-ltd-denver-co-340014",
      "city": "Denver",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 141773,
      "name": "Helm Investment Management, LLC",
      "name_as_filed": "HELM INVESTMENT MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/helm-investment-management-llc-denver-co-141773",
      "city": "Denver",
      "state": "CO",
      "years_registered": 19,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342246,
      "name": "Hevorx Investment Advisors LLC",
      "name_as_filed": "HEVORX INVESTMENT ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/hevorx-investment-advisors-llc-denver-co-342246",
      "city": "Denver",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 286063,
      "name": "Higgins & Schmidt Wealth Strategies LLC",
      "name_as_filed": "HIGGINS & SCHMIDT WEALTH STRATEGIES LLC",
      "url": "https://advisorcensus.com/firm/higgins-and-schmidt-wealth-strategies-llc-denver-co-286063",
      "city": "Denver",
      "state": "CO",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334871,
      "name": "High Peaks Wealth Strategies",
      "name_as_filed": "HIGH PEAKS WEALTH STRATEGIES",
      "url": "https://advisorcensus.com/firm/high-peaks-wealth-strategies-parker-co-334871",
      "city": "Parker",
      "state": "CO",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 126850,
      "name": "Highlands Asset Management, Inc.",
      "name_as_filed": "HIGHLANDS ASSET MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/highlands-asset-management-inc-highlands-ranch-co-126850",
      "city": "Highlands Ranch",
      "state": "CO",
      "years_registered": 23,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 159535,
      "name": "Highpass Asset Management LLC",
      "name_as_filed": "HIGHPASS ASSET MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/highpass-asset-management-llc-denver-co-159535",
      "city": "Denver",
      "state": "CO",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 157860,
      "name": "Hinchley Advisory Group, LLC",
      "name_as_filed": "HINCHLEY ADVISORY GROUP, LLC",
      "url": "https://advisorcensus.com/firm/hinchley-advisory-group-llc-centennial-co-157860",
      "city": "Centennial",
      "state": "CO",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 129971,
      "name": "Hinds Financial Group Inc",
      "name_as_filed": "HINDS FINANCIAL GROUP INC",
      "url": "https://advisorcensus.com/firm/hinds-financial-group-inc-lakewood-co-129971",
      "city": "Lakewood",
      "state": "CO",
      "years_registered": 22,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 130484,
      "name": "Hoffmann Hermanson",
      "name_as_filed": "HOFFMANN HERMANSON",
      "url": "https://advisorcensus.com/firm/hoffmann-hermanson-denver-co-130484",
      "city": "Denver",
      "state": "CO",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333752,
      "name": "Horizon Wealth",
      "name_as_filed": "HORIZON WEALTH",
      "url": "https://advisorcensus.com/firm/horizon-wealth-denver-co-333752",
      "city": "Denver",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298665,
      "name": "Huntington Industrial Investments LLC",
      "name_as_filed": "HUNTINGTON INDUSTRIAL INVESTMENTS LLC",
      "url": "https://advisorcensus.com/firm/huntington-industrial-investments-llc-englewood-co-298665",
      "city": "Englewood",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 336782,
      "name": "Hyperx Foundation Ltd",
      "name_as_filed": "HYPERX FOUNDATION LTD",
      "url": "https://advisorcensus.com/firm/hyperx-foundation-ltd-denver-co-336782",
      "city": "Denver",
      "state": "CO",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 341265,
      "name": "Hyxcel Asset Management Inc.",
      "name_as_filed": "HYXCEL ASSET MANAGEMENT INC.",
      "url": "https://advisorcensus.com/firm/hyxcel-asset-management-inc-denver-co-341265",
      "city": "Denver",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 126496,
      "name": "Ibex Investors LLC",
      "name_as_filed": "IBEX INVESTORS LLC",
      "url": "https://advisorcensus.com/firm/ibex-investors-llc-denver-co-126496",
      "city": "Denver",
      "state": "CO",
      "years_registered": 10,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338976,
      "name": "Icloser Ltd.",
      "name_as_filed": "ICLOSER LTD.",
      "url": "https://advisorcensus.com/firm/icloser-ltd-denver-co-338976",
      "city": "Denver",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 108268,
      "name": "Icon Advisers, Inc.",
      "name_as_filed": "ICON ADVISERS, INC.",
      "url": "https://advisorcensus.com/firm/icon-advisers-inc-greenwood-village-co-108268",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 35,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338983,
      "name": "Ideal Finance Ltd",
      "name_as_filed": "IDEAL FINANCE LTD",
      "url": "https://advisorcensus.com/firm/ideal-finance-ltd-aurora-co-338983",
      "city": "Aurora",
      "state": "CO",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 113718,
      "name": "IDG Advisors, LLC",
      "name_as_filed": "IDG ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/idg-advisors-llc-denver-co-113718",
      "city": "Denver",
      "state": "CO",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 112091,
      "name": "IMA Advisory Services, Inc.",
      "name_as_filed": "IMA ADVISORY SERVICES, INC.",
      "url": "https://advisorcensus.com/firm/ima-advisory-services-inc-denver-co-112091",
      "city": "Denver",
      "state": "CO",
      "years_registered": 12,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329616,
      "name": "Impact Capital Partners LLC",
      "name_as_filed": "IMPACT CAPITAL PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/impact-capital-partners-llc-greenwood-village-co-329616",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 2,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 291716,
      "name": "Impactfolio LLC",
      "name_as_filed": "IMPACTFOLIO LLC",
      "url": "https://advisorcensus.com/firm/impactfolio-llc-denver-co-291716",
      "city": "Denver",
      "state": "CO",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 171510,
      "name": "Infinity Wealth Management, Inc.",
      "name_as_filed": "INFINITY WEALTH MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/infinity-wealth-management-inc-denver-co-171510",
      "city": "Denver",
      "state": "CO",
      "years_registered": 12,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 149123,
      "name": "Infinium Investment Advisors, LLC",
      "name_as_filed": "INFINIUM INVESTMENT ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/infinium-investment-advisors-llc-denver-co-149123",
      "city": "Denver",
      "state": "CO",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 127469,
      "name": "Innovative Financial, LLC",
      "name_as_filed": "INNOVATIVE FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/innovative-financial-llc-lakewood-co-127469",
      "city": "Lakewood",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106110,
      "name": "Innovest Portfolio Solutions LLC",
      "name_as_filed": "INNOVEST PORTFOLIO SOLUTIONS LLC",
      "url": "https://advisorcensus.com/firm/innovest-portfolio-solutions-llc-denver-co-106110",
      "city": "Denver",
      "state": "CO",
      "years_registered": 30,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 335561,
      "name": "Insightquant AI",
      "name_as_filed": "INSIGHTQUANT AI",
      "url": "https://advisorcensus.com/firm/insightquant-ai-denver-co-335561",
      "city": "Denver",
      "state": "CO",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 336854,
      "name": "Insightquant-AI Technologies Inc",
      "name_as_filed": "INSIGHTQUANT-AI TECHNOLOGIES INC",
      "url": "https://advisorcensus.com/firm/insightquant-ai-technologies-inc-denver-co-336854",
      "city": "Denver",
      "state": "CO",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 113422,
      "name": "Integra Financial, Inc.",
      "name_as_filed": "INTEGRA FINANCIAL, INC.",
      "url": "https://advisorcensus.com/firm/integra-financial-inc-greenwood-village-co-113422",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342632,
      "name": "Integrated Wealth Strategies",
      "name_as_filed": "INTEGRATED WEALTH STRATEGIES",
      "url": "https://advisorcensus.com/firm/integrated-wealth-strategies-lone-tree-co-342632",
      "city": "Lone Tree",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 115961,
      "name": "Integrity Prosperity Security (IPS) Strategic Capital",
      "name_as_filed": "INTEGRITY PROSPERITY SECURITY (IPS) STRATEGIC CAPITAL",
      "url": "https://advisorcensus.com/firm/integrity-prosperity-security-ips-strategic-capital-denver-co-115961",
      "city": "Denver",
      "state": "CO",
      "years_registered": 10,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 284862,
      "name": "Integrity Wealth Solutions LLC",
      "name_as_filed": "INTEGRITY WEALTH SOLUTIONS LLC",
      "url": "https://advisorcensus.com/firm/integrity-wealth-solutions-llc-denver-co-284862",
      "city": "Denver",
      "state": "CO",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338601,
      "name": "International Finance Corporation Ltd",
      "name_as_filed": "INTERNATIONAL FINANCE CORPORATION LTD",
      "url": "https://advisorcensus.com/firm/international-finance-corporation-ltd-denver-co-338601",
      "city": "Denver",
      "state": "CO",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 338255,
      "name": "Inteviron Digital Exchange Ltd",
      "name_as_filed": "INTEVIRON DIGITAL EXCHANGE LTD",
      "url": "https://advisorcensus.com/firm/inteviron-digital-exchange-ltd-denver-co-338255",
      "city": "Denver",
      "state": "CO",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 157717,
      "name": "Investment & Tax Strategies, Inc.",
      "name_as_filed": "INVESTMENT & TAX STRATEGIES, INC.",
      "url": "https://advisorcensus.com/firm/investment-and-tax-strategies-inc-parker-co-157717",
      "city": "Parker",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 287842,
      "name": "Investment Fiduciary Planners, LLC",
      "name_as_filed": "INVESTMENT FIDUCIARY PLANNERS, LLC",
      "url": "https://advisorcensus.com/firm/investment-fiduciary-planners-llc-denver-co-287842",
      "city": "Denver",
      "state": "CO",
      "years_registered": 9,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "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",
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        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 108208,
      "name": "Investment Research Corp",
      "name_as_filed": "INVESTMENT RESEARCH CORP",
      "url": "https://advisorcensus.com/firm/investment-research-corp-denver-co-108208",
      "city": "Denver",
      "state": "CO",
      "years_registered": 54,
      "raum_band": "25m_100m",
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        "fixed"
      ],
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    },
    {
      "crd_number": 317727,
      "name": "Invictus Private Wealth, LLC",
      "name_as_filed": "INVICTUS PRIVATE WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/invictus-private-wealth-llc-denver-co-317727",
      "city": "Denver",
      "state": "CO",
      "years_registered": 4,
      "raum_band": "1b_5b",
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    },
    {
      "crd_number": 333955,
      "name": "Ironfjord Wealth Management",
      "name_as_filed": "IRONFJORD WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/ironfjord-wealth-management-lakewood-co-333955",
      "city": "Lakewood",
      "state": "CO",
      "years_registered": 1,
      "raum_band": "under_25m",
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      ],
      "enhanced": false
    },
    {
      "crd_number": 109978,
      "name": "Irving Planning & Investments, Ltd.",
      "name_as_filed": "IRVING PLANNING & INVESTMENTS, LTD.",
      "url": "https://advisorcensus.com/firm/irving-planning-and-investments-ltd-centennial-co-109978",
      "city": "Centennial",
      "state": "CO",
      "years_registered": 14,
      "raum_band": "25m_100m",
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        "hourly"
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      "enhanced": false
    },
    {
      "crd_number": 163863,
      "name": "Isherpa Capital LLC",
      "name_as_filed": "ISHERPA CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/isherpa-capital-llc-greenwood-village-co-163863",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
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    },
    {
      "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": [
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        "hourly",
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        "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": [
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        "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": [
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        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 310496,
      "name": "Jackson Wealth Management, LLC",
      "name_as_filed": "JACKSON WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/jackson-wealth-management-llc-castle-rock-co-310496",
      "city": "Castle Rock",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
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      ],
      "enhanced": false
    },
    {
      "crd_number": 282154,
      "name": "James Morgan Asset Management, LLC",
      "name_as_filed": "JAMES MORGAN ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/james-morgan-asset-management-llc-broomfield-co-282154",
      "city": "Broomfield",
      "state": "CO",
      "years_registered": 10,
      "raum_band": "under_25m",
      "compensation_types": [
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        "hourly",
        "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": [
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        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 343301,
      "name": "JEF Clear Quant Ltd",
      "name_as_filed": "JEF CLEAR QUANT LTD",
      "url": "https://advisorcensus.com/firm/jef-clear-quant-ltd-denver-co-343301",
      "city": "Denver",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 310457,
      "name": "Jeremy Abelson Advisory LLC",
      "name_as_filed": "JEREMY ABELSON ADVISORY LLC",
      "url": "https://advisorcensus.com/firm/jeremy-abelson-advisory-llc-denver-co-310457",
      "city": "Denver",
      "state": "CO",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    }
  ],
  "states": [],
  "metros": [],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/co",
      "label": "Financial advisors in Colorado"
    },
    "metro": {
      "path": "/advisors/co/denver",
      "label": "Financial advisors in Denver, CO"
    },
    "city_pages": [
      {
        "path": "/advisors/co/denver/greenwood-village",
        "label": "Financial advisors in Greenwood Village, CO",
        "firm_count": 70
      },
      {
        "path": "/advisors/co/denver/englewood",
        "label": "Financial advisors in Englewood, CO",
        "firm_count": 29
      },
      {
        "path": "/advisors/co/denver/littleton",
        "label": "Financial advisors in Littleton, CO",
        "firm_count": 24
      },
      {
        "path": "/advisors/co/denver/centennial",
        "label": "Financial advisors in Centennial, CO",
        "firm_count": 22
      },
      {
        "path": "/advisors/co/denver/lakewood",
        "label": "Financial advisors in Lakewood, CO",
        "firm_count": 15
      },
      {
        "path": "/advisors/co/denver/parker",
        "label": "Financial advisors in Parker, CO",
        "firm_count": 15
      },
      {
        "path": "/advisors/co/denver/highlands-ranch",
        "label": "Financial advisors in Highlands Ranch, CO",
        "firm_count": 14
      },
      {
        "path": "/advisors/co/denver/broomfield",
        "label": "Financial advisors in Broomfield, CO",
        "firm_count": 13
      },
      {
        "path": "/advisors/co/denver/lone-tree",
        "label": "Financial advisors in Lone Tree, CO",
        "firm_count": 11
      }
    ],
    "fee_pages": [
      {
        "path": "/advisors/co/denver/fee-only",
        "label": "Fee-only financial advisors in Denver, CO",
        "firm_count": 160
      },
      {
        "path": "/advisors/co/denver/flat-fee",
        "label": "Flat-fee financial advisors in Denver, CO",
        "firm_count": 254
      },
      {
        "path": "/advisors/co/denver/hourly",
        "label": "Hourly financial advisors in Denver, CO",
        "firm_count": 172
      }
    ],
    "answer_pages": [
      {
        "path": "/advisors/co/denver/for-high-net-worth-individuals",
        "firm_count": 290,
        "label": "Financial advisors for high-net-worth individuals in Denver, CO"
      },
      {
        "path": "/advisors/co/denver/for-retirement-plans",
        "firm_count": 93,
        "label": "Financial advisors for retirement plans in Denver, CO"
      },
      {
        "path": "/advisors/co/denver/for-businesses",
        "firm_count": 106,
        "label": "Financial advisors for businesses in Denver, CO"
      },
      {
        "path": "/advisors/co/denver/for-charities",
        "firm_count": 109,
        "label": "Financial advisors for charitable organizations in Denver, CO"
      },
      {
        "path": "/advisors/co/denver/no-account-minimum",
        "firm_count": 38,
        "label": "Financial advisors with no account minimum in Denver, CO"
      }
    ],
    "niche_pages": [
      {
        "path": "/advisors/co/denver/business-owners",
        "firm_count": 2,
        "label": "Financial advisors for business owners in Denver, CO"
      },
      {
        "path": "/advisors/co/denver/cryptocurrency-holders",
        "firm_count": 2,
        "label": "Financial advisors for cryptocurrency holders in Denver, CO"
      },
      {
        "path": "/advisors/co/denver/financial-independence-and-early-retirement",
        "firm_count": 1,
        "label": "Financial advisors for financial independence and early retirement in Denver, CO"
      },
      {
        "path": "/advisors/co/denver/pre-retirees",
        "firm_count": 1,
        "label": "Financial advisors for pre-retirees in Denver, CO"
      },
      {
        "path": "/advisors/co/denver/retirees",
        "firm_count": 1,
        "label": "Financial advisors for retirees in Denver, CO"
      }
    ]
  },
  "csv": "https://advisorcensus.com/advisors/co/denver.csv",
  "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"
  }
}