# Financial advisors in Denver, CO

> 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/co/denver/page/7

## At a glance

- Investment advisory firms: 697
- Registration: SEC-registered investment adviser: 269, State-registered investment adviser: 158, Exempt reporting adviser: 270
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 160 (37%); Percentage of assets 398 (93%); Hourly charges 172 (40%); Subscription fees (newsletter or periodical) 5 (1%); Fixed fees 254 (59%); Commissions 9 (2%); Performance-based fees 78 (18%); Other 43 (10%); No compensation arrangements reported 270
- Regulatory assets under management (Item 5.F): Under $25 million 86 (12%); $25 million to $100 million 66 (9%); $100 million to $500 million 135 (19%); $500 million to $1 billion 52 (7%); $1 billion to $5 billion 48 (7%); Over $5 billion 19 (3%); Not reported 291 (42%)
- Years registered: Under 5 years 414 (59%); 5 to 9 years 120 (17%); 10 to 19 years 100 (14%); 20 years or more 58 (8%); Not reported 5 (1%)

## Firms (page 7 of 14, 301 to 350 of 697, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Helios Wealth Management Ltd](https://advisorcensus.com/firm/helios-wealth-management-ltd-denver-co-340014) ([md](https://advisorcensus.com/firm/helios-wealth-management-ltd-denver-co-340014.md)) | 340014 | Denver, CO | Exempt reporting adviser | Not reported | 0 | Not reported |
| [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 |
| [Hevorx Investment Advisors LLC](https://advisorcensus.com/firm/hevorx-investment-advisors-llc-denver-co-342246) ([md](https://advisorcensus.com/firm/hevorx-investment-advisors-llc-denver-co-342246.md)) | 342246 | Denver, CO | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Higgins & Schmidt Wealth Strategies LLC](https://advisorcensus.com/firm/higgins-and-schmidt-wealth-strategies-llc-denver-co-286063) ([md](https://advisorcensus.com/firm/higgins-and-schmidt-wealth-strategies-llc-denver-co-286063.md)) | 286063 | Denver, CO | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [High Peaks Wealth Strategies](https://advisorcensus.com/firm/high-peaks-wealth-strategies-parker-co-334871) ([md](https://advisorcensus.com/firm/high-peaks-wealth-strategies-parker-co-334871.md)) | 334871 | Parker, CO | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [Highlands Asset Management, Inc.](https://advisorcensus.com/firm/highlands-asset-management-inc-highlands-ranch-co-126850) ([md](https://advisorcensus.com/firm/highlands-asset-management-inc-highlands-ranch-co-126850.md)) | 126850 | Highlands Ranch, CO | State-registered investment adviser | Under $25 million | 23 | % of assets |
| [Highpass Asset Management LLC](https://advisorcensus.com/firm/highpass-asset-management-llc-denver-co-159535) ([md](https://advisorcensus.com/firm/highpass-asset-management-llc-denver-co-159535.md)) | 159535 | Denver, CO | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Hinchley Advisory Group, LLC](https://advisorcensus.com/firm/hinchley-advisory-group-llc-centennial-co-157860) ([md](https://advisorcensus.com/firm/hinchley-advisory-group-llc-centennial-co-157860.md)) | 157860 | Centennial, CO | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [Hinds Financial Group Inc](https://advisorcensus.com/firm/hinds-financial-group-inc-lakewood-co-129971) ([md](https://advisorcensus.com/firm/hinds-financial-group-inc-lakewood-co-129971.md)) | 129971 | Lakewood, CO | SEC-registered investment adviser | $500 million to $1 billion | 22 | % of assets, Hourly, Fixed fee |
| [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 |
| [Horizon Wealth](https://advisorcensus.com/firm/horizon-wealth-denver-co-333752) ([md](https://advisorcensus.com/firm/horizon-wealth-denver-co-333752.md)) | 333752 | Denver, CO | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Huntington Industrial Investments LLC](https://advisorcensus.com/firm/huntington-industrial-investments-llc-englewood-co-298665) ([md](https://advisorcensus.com/firm/huntington-industrial-investments-llc-englewood-co-298665.md)) | 298665 | Englewood, CO | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Hyperx Foundation Ltd](https://advisorcensus.com/firm/hyperx-foundation-ltd-denver-co-336782) ([md](https://advisorcensus.com/firm/hyperx-foundation-ltd-denver-co-336782.md)) | 336782 | Denver, CO | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Hyxcel Asset Management Inc.](https://advisorcensus.com/firm/hyxcel-asset-management-inc-denver-co-341265) ([md](https://advisorcensus.com/firm/hyxcel-asset-management-inc-denver-co-341265.md)) | 341265 | Denver, CO | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Ibex Investors LLC](https://advisorcensus.com/firm/ibex-investors-llc-denver-co-126496) ([md](https://advisorcensus.com/firm/ibex-investors-llc-denver-co-126496.md)) | 126496 | Denver, CO | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets, Performance fee |
| [Icloser Ltd.](https://advisorcensus.com/firm/icloser-ltd-denver-co-338976) ([md](https://advisorcensus.com/firm/icloser-ltd-denver-co-338976.md)) | 338976 | Denver, CO | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Icon Advisers, Inc.](https://advisorcensus.com/firm/icon-advisers-inc-greenwood-village-co-108268) ([md](https://advisorcensus.com/firm/icon-advisers-inc-greenwood-village-co-108268.md)) | 108268 | Greenwood Village, CO | SEC-registered investment adviser | $500 million to $1 billion | 35 | % of assets, Other |
| [Ideal Finance Ltd](https://advisorcensus.com/firm/ideal-finance-ltd-aurora-co-338983) ([md](https://advisorcensus.com/firm/ideal-finance-ltd-aurora-co-338983.md)) | 338983 | Aurora, CO | Exempt reporting adviser | Not reported | 1 | Not reported |
| [IDG Advisors, LLC](https://advisorcensus.com/firm/idg-advisors-llc-denver-co-113718) ([md](https://advisorcensus.com/firm/idg-advisors-llc-denver-co-113718.md)) | 113718 | Denver, CO | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Other |
| [IMA Advisory Services, Inc.](https://advisorcensus.com/firm/ima-advisory-services-inc-denver-co-112091) ([md](https://advisorcensus.com/firm/ima-advisory-services-inc-denver-co-112091.md)) | 112091 | Denver, CO | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Hourly, Fixed fee |
| [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 |
| [Infinity Wealth Management, Inc.](https://advisorcensus.com/firm/infinity-wealth-management-inc-denver-co-171510) ([md](https://advisorcensus.com/firm/infinity-wealth-management-inc-denver-co-171510.md)) | 171510 | Denver, CO | State-registered investment adviser | $25 million to $100 million | 12 | % of assets, Commissions |
| [Infinium Investment Advisors, LLC](https://advisorcensus.com/firm/infinium-investment-advisors-llc-denver-co-149123) ([md](https://advisorcensus.com/firm/infinium-investment-advisors-llc-denver-co-149123.md)) | 149123 | Denver, CO | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Innovative Financial, LLC](https://advisorcensus.com/firm/innovative-financial-llc-lakewood-co-127469) ([md](https://advisorcensus.com/firm/innovative-financial-llc-lakewood-co-127469.md)) | 127469 | Lakewood, CO | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Innovest Portfolio Solutions LLC](https://advisorcensus.com/firm/innovest-portfolio-solutions-llc-denver-co-106110) ([md](https://advisorcensus.com/firm/innovest-portfolio-solutions-llc-denver-co-106110.md)) | 106110 | Denver, CO | SEC-registered investment adviser | Not reported | 30 | % of assets, Hourly, Fixed fee |
| [Insightquant AI](https://advisorcensus.com/firm/insightquant-ai-denver-co-335561) ([md](https://advisorcensus.com/firm/insightquant-ai-denver-co-335561.md)) | 335561 | Denver, CO | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Insightquant-AI Technologies Inc](https://advisorcensus.com/firm/insightquant-ai-technologies-inc-denver-co-336854) ([md](https://advisorcensus.com/firm/insightquant-ai-technologies-inc-denver-co-336854.md)) | 336854 | Denver, CO | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Integra Financial, Inc.](https://advisorcensus.com/firm/integra-financial-inc-greenwood-village-co-113422) ([md](https://advisorcensus.com/firm/integra-financial-inc-greenwood-village-co-113422.md)) | 113422 | Greenwood Village, CO | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [Integrated Wealth Strategies](https://advisorcensus.com/firm/integrated-wealth-strategies-lone-tree-co-342632) ([md](https://advisorcensus.com/firm/integrated-wealth-strategies-lone-tree-co-342632.md)) | 342632 | Lone Tree, CO | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Integrity Prosperity Security (IPS) Strategic Capital](https://advisorcensus.com/firm/integrity-prosperity-security-ips-strategic-capital-denver-co-115961) ([md](https://advisorcensus.com/firm/integrity-prosperity-security-ips-strategic-capital-denver-co-115961.md)) | 115961 | Denver, CO | SEC-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee |
| [Integrity Wealth Solutions LLC](https://advisorcensus.com/firm/integrity-wealth-solutions-llc-denver-co-284862) ([md](https://advisorcensus.com/firm/integrity-wealth-solutions-llc-denver-co-284862.md)) | 284862 | Denver, CO | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [International Finance Corporation Ltd](https://advisorcensus.com/firm/international-finance-corporation-ltd-denver-co-338601) ([md](https://advisorcensus.com/firm/international-finance-corporation-ltd-denver-co-338601.md)) | 338601 | Denver, CO | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Inteviron Digital Exchange Ltd](https://advisorcensus.com/firm/inteviron-digital-exchange-ltd-denver-co-338255) ([md](https://advisorcensus.com/firm/inteviron-digital-exchange-ltd-denver-co-338255.md)) | 338255 | Denver, CO | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Investment & Tax Strategies, Inc.](https://advisorcensus.com/firm/investment-and-tax-strategies-inc-parker-co-157717) ([md](https://advisorcensus.com/firm/investment-and-tax-strategies-inc-parker-co-157717.md)) | 157717 | Parker, CO | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Investment Fiduciary Planners, LLC](https://advisorcensus.com/firm/investment-fiduciary-planners-llc-denver-co-287842) ([md](https://advisorcensus.com/firm/investment-fiduciary-planners-llc-denver-co-287842.md)) | 287842 | Denver, CO | State-registered investment adviser | Under $25 million | 9 | % of assets |
| [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 |
| [Investment Research Corp](https://advisorcensus.com/firm/investment-research-corp-denver-co-108208) ([md](https://advisorcensus.com/firm/investment-research-corp-denver-co-108208.md)) | 108208 | Denver, CO | SEC-registered investment adviser | $25 million to $100 million | 54 | % of assets, Hourly, Fixed fee |
| [Invictus Private Wealth, LLC](https://advisorcensus.com/firm/invictus-private-wealth-llc-denver-co-317727) ([md](https://advisorcensus.com/firm/invictus-private-wealth-llc-denver-co-317727.md)) | 317727 | Denver, CO | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Hourly, Fixed fee |
| [Ironfjord Wealth Management](https://advisorcensus.com/firm/ironfjord-wealth-management-lakewood-co-333955) ([md](https://advisorcensus.com/firm/ironfjord-wealth-management-lakewood-co-333955.md)) | 333955 | Lakewood, CO | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [Irving Planning & Investments, Ltd.](https://advisorcensus.com/firm/irving-planning-and-investments-ltd-centennial-co-109978) ([md](https://advisorcensus.com/firm/irving-planning-and-investments-ltd-centennial-co-109978.md)) | 109978 | Centennial, CO | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly |
| [Isherpa Capital LLC](https://advisorcensus.com/firm/isherpa-capital-llc-greenwood-village-co-163863) ([md](https://advisorcensus.com/firm/isherpa-capital-llc-greenwood-village-co-163863.md)) | 163863 | Greenwood Village, CO | Exempt reporting adviser | Not reported | 0 | Not reported |
| [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 |
| [Jackson Wealth Management, LLC](https://advisorcensus.com/firm/jackson-wealth-management-llc-castle-rock-co-310496) ([md](https://advisorcensus.com/firm/jackson-wealth-management-llc-castle-rock-co-310496.md)) | 310496 | Castle Rock, CO | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [James Morgan Asset Management, LLC](https://advisorcensus.com/firm/james-morgan-asset-management-llc-broomfield-co-282154) ([md](https://advisorcensus.com/firm/james-morgan-asset-management-llc-broomfield-co-282154.md)) | 282154 | Broomfield, CO | State-registered investment adviser | Under $25 million | 10 | % of assets, Hourly, 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 |
| [JEF Clear Quant Ltd](https://advisorcensus.com/firm/jef-clear-quant-ltd-denver-co-343301) ([md](https://advisorcensus.com/firm/jef-clear-quant-ltd-denver-co-343301.md)) | 343301 | Denver, CO | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Jeremy Abelson Advisory LLC](https://advisorcensus.com/firm/jeremy-abelson-advisory-llc-denver-co-310457) ([md](https://advisorcensus.com/firm/jeremy-abelson-advisory-llc-denver-co-310457.md)) | 310457 | Denver, CO | Exempt reporting adviser | Not reported | 1 | Not reported |

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## Questions people ask

**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.

## Related pages

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- [Financial advisors in Centennial, CO](https://advisorcensus.com/advisors/co/denver/centennial) (https://advisorcensus.com/advisors/co/denver/centennial.md)
- [Financial advisors in Lakewood, CO](https://advisorcensus.com/advisors/co/denver/lakewood) (https://advisorcensus.com/advisors/co/denver/lakewood.md)
- [Financial advisors in Parker, CO](https://advisorcensus.com/advisors/co/denver/parker) (https://advisorcensus.com/advisors/co/denver/parker.md)
- [Financial advisors in Highlands Ranch, CO](https://advisorcensus.com/advisors/co/denver/highlands-ranch) (https://advisorcensus.com/advisors/co/denver/highlands-ranch.md)
- [Financial advisors in Broomfield, CO](https://advisorcensus.com/advisors/co/denver/broomfield) (https://advisorcensus.com/advisors/co/denver/broomfield.md)
- [Financial advisors in Lone Tree, CO](https://advisorcensus.com/advisors/co/denver/lone-tree) (https://advisorcensus.com/advisors/co/denver/lone-tree.md)
- [Financial advisors in Boulder](https://advisorcensus.com/advisors/co/boulder) (https://advisorcensus.com/advisors/co/boulder.md)
- [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)

Every firm in this list as CSV: https://advisorcensus.com/advisors/co/denver.csv

Cite as: AdvisorCensus. Financial advisors in Denver, CO: 697 firms from Form ADV filings as of October 2026.