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Find Retirement Advisors for Retirement Planning in Denver, Colorado

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Denver, Colorado

Last Updated - May 11, 2024

Denver has 8 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 153 non-vetted advisors in your local area. These retirement advisors in Denver, Colorado have an average of 19 years of experience.

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List of Qualified Retirement Planning Advisors in Denver, Colorado

advisor-photo

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

advisor-photo
vector.svg VERIFIED

Mark Starosciak
CFP®, CRPC®
Infinium Investment Advisors, LLC

Qualifications
CRD# 4018163
Firm CRD# 149123
Series 66

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management.

Compensation/Fee

Fee-Only, Hourly, Based on Assets

advisor-photo
vector.svg VERIFIED

Darren Meyer
AWMA®, AAMS®, CPFA
Everest Wealth Advisors

Qualifications
CRD# 4558794
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Hourly, Flat Fee, Based on Assets

advisor-photo
vector.svg VERIFIED

Adam J. Strickman
CFP®, CRPC®, APMA®
Ethos Financial Partners

Qualifications
CRD# 4559641
Firm CRD# 6363
Series 7, 66

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities.

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

advisor-photo
vector.svg VERIFIED

Michelle Francis
Life Story Financial

Qualifications
CRD# 6732786
Firm CRD# 319662
Series 7, 66

Minimum Assets Required
$100,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management.

Compensation/Fee

Fee-Only, Hourly, Flat Fee, Based on Assets

advisor-photo
vector.svg VERIFIED

Quotient Wealth Partners
CPA, CFP®, CFA®

Qualifications
Firm CRD# 326819

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

advisor-photo
vector.svg VERIFIED

Matthew Kelley
CFP®, AAMS®, AIF®
Gold Medal Waters

Qualifications
CRD# 4504752
Firm CRD# 132294
Series 63, 66

Minimum Assets Required
$0

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Only, Flat Fee

advisor-photo
vector.svg VERIFIED

Adam Brunin
NSSA®, AIF®
Navigation Wealth Management

Qualifications
CRD# 4407663
Firm CRD# 282640
Series 63, 65

Minimum Assets Required
$25,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

Top 15 Retirement Planning firms in Denver, Colorado (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
JANUS HENDERSON INVESTORS
151 Detroit Street,
Denver, CO, 80206
$203,245,721,76066671061
A Percentage of AUM, Performance Based
2
PUBLIC TRUST ADVISORS, LLC
717 17th Street, Suite 1850
Denver, CO, 80202
$64,938,342,3198978
A Percentage of AUM, Fixed Fees, Other (CONSULTING FEES)
3
TRANSAMERICA ASSET MANAGEMENT, INC.
1801 California Street, Suite 5200
Denver, CO, 80202
$63,514,278,95013659
A Percentage of AUM, Fixed Fees
4
MERCER GLOBAL ADVISORS INC.
1200 17th Street, Suite 500
Denver, CO, 80202
$35,141,673,36676213900
A Percentage of AUM, Hourly charges, Fixed Fees
5
ARROWMARK COLORADO HOLDINGS, LLC
100 Fillmore Street, Suite 325
Denver, CO, 80206
$21,401,554,901155102
A Percentage of AUM, Performance Based
6
KSL CAPITAL PARTNERS
100 St. Paul Street, Suite 800
Denver, CO, 80206
$20,964,360,55845114
A Percentage of AUM, Performance Based, Other (PORTCO TRANS, MONITORING, CONSULTING, MARGIN, AND DIRECTORS FEES)
7
ALPS ADVISORS, INC.
1290 Broadway, Suite 1000,
Denver, CO, 80203
$19,334,512,529864
A Percentage of AUM, Fixed Fees, Other (QUARTERLY, ASSET-BASED LICENSING FEE)
8
NORTHWOOD INVESTORS LLC
1819 Wazee Street,
Denver, CO, 80202
$11,760,146,03530102
A Percentage of AUM, Performance Based, Other (ACQUISITION FEE)
9
1888 INVESTMENTS, LLC
1401 Lawrence Street, Suite 1920
Denver, CO, 80202
$6,700,969,3805614
A Percentage of AUM, Performance Based
10
BEAR CREEK ASSET MANAGEMENT, LLC
1200 17th Street, Suite 970
Denver, CO, 80202
$6,161,818,5501749
A Percentage of AUM, Performance Based
11
VERSUS CAPITAL ADVISORS LLC
5050 S. Syracuse Street, Suite 1100,
Denver, CO, 80237-3386
$5,687,984,923522
A Percentage of AUM
12
REVELSTOKE CAPITAL PARTNERS
260 N. Josephine St., Suite 500
Denver, CO, 80206
$5,519,594,8152144
A Percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS)
13
PROPRIETARY CAPITAL, LLC
1800 Larimer Street, Suite 1825
Denver, CO, 80202
$5,234,974,0001723
A Percentage of AUM, Performance Based
14
IWP WEALTH MANAGEMENT LLC
2719 E. 3rd Avenue,
Denver, CO, 80206
$3,630,643,9536325
A Percentage of AUM, Fixed Fees
15
CAMBIAR INVESTORS, LLC
200 Columbine Street, Suite 800
Denver, CO, 80206
$3,490,753,696775742
A Percentage of AUM

Information on Top Retirement Planning firms in Denver, Colorado

QualificationsFirm CRD# 104652

Assets Under Management $203,245,721,760

No. Of Clients6667

Clients Per Financial Advisor6

JANUS HENDERSON INVESTORS is a financial advisory firm situated in Denver, Colorado. With a nearly $203B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6667 clients. The team consists of 1061 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 159189

Assets Under Management $64,938,342,319

No. Of Clients89

Clients Per Financial Advisor1

PUBLIC TRUST ADVISORS, LLC is a financial advisory firm situated in Denver, Colorado. With a nearly $65B assets under management, the firm specializes in crafting personalized retirement planning solutions for 89 clients. The team consists of 78 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Other (CONSULTING FEES)

Financial Planning Services

  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 107376

Assets Under Management $63,514,278,950

No. Of Clients136

Clients Per Financial Advisor2

TRANSAMERICA ASSET MANAGEMENT, INC. is a financial advisory firm situated in Denver, Colorado. With a nearly $64B assets under management, the firm specializes in crafting personalized retirement planning solutions for 136 clients. The team consists of 59 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 147363

Assets Under Management $35,141,673,366

No. Of Clients76213

Clients Per Financial Advisor85

MERCER GLOBAL ADVISORS INC. is a financial advisory firm situated in Denver, Colorado. With a nearly $35B assets under management, the firm specializes in crafting personalized retirement planning solutions for 76213 clients. The team consists of 900 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
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QualificationsFirm CRD# 149120

Assets Under Management $21,401,554,901

No. Of Clients155

Clients Per Financial Advisor2

ARROWMARK COLORADO HOLDINGS, LLC is a financial advisory firm situated in Denver, Colorado. With a nearly $21B assets under management, the firm specializes in crafting personalized retirement planning solutions for 155 clients. The team consists of 102 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 155677

Assets Under Management $20,964,360,558

No. Of Clients45

Clients Per Financial Advisor0

KSL CAPITAL PARTNERS is a financial advisory firm situated in Denver, Colorado. With a nearly $21B assets under management, the firm specializes in crafting personalized retirement planning solutions for 45 clients. The team consists of 114 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based
  • Other (PORTCO TRANS
  • MONITORING
  • CONSULTING
  • MARGIN
  • AND DIRECTORS FEES)

Financial Planning Services

  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 134340

Assets Under Management $19,334,512,529

No. Of Clients8

Clients Per Financial Advisor0

ALPS ADVISORS, INC. is a financial advisory firm situated in Denver, Colorado. With a nearly $19B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 clients. The team consists of 64 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Other (QUARTERLY
  • ASSET-BASED LICENSING FEE)

Financial Planning Services

  • Portfolio Management for Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 161406

Assets Under Management $11,760,146,035

No. Of Clients30

Clients Per Financial Advisor0

NORTHWOOD INVESTORS LLC is a financial advisory firm situated in Denver, Colorado. With a nearly $12B assets under management, the firm specializes in crafting personalized retirement planning solutions for 30 clients. The team consists of 102 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based
  • Other (ACQUISITION FEE)

Financial Planning Services

  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 312491

Assets Under Management $6,700,969,380

No. Of Clients56

Clients Per Financial Advisor4

1888 INVESTMENTS, LLC is a financial advisory firm situated in Denver, Colorado. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 56 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 137677

Assets Under Management $6,161,818,550

No. Of Clients174

Clients Per Financial Advisor19

BEAR CREEK ASSET MANAGEMENT, LLC is a financial advisory firm situated in Denver, Colorado. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 174 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 143857

Assets Under Management $5,687,984,923

No. Of Clients5

Clients Per Financial Advisor0

VERSUS CAPITAL ADVISORS LLC is a financial advisory firm situated in Denver, Colorado. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 clients. The team consists of 22 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 173859

Assets Under Management $5,519,594,815

No. Of Clients21

Clients Per Financial Advisor0

REVELSTOKE CAPITAL PARTNERS is a financial advisory firm situated in Denver, Colorado. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 21 clients. The team consists of 44 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based
  • Other (SEE SCHEDULE D - MISCELLANEOUS)

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 125139

Assets Under Management $5,234,974,000

No. Of Clients17

Clients Per Financial Advisor1

PROPRIETARY CAPITAL, LLC is a financial advisory firm situated in Denver, Colorado. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 17 clients. The team consists of 23 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 136314

Assets Under Management $3,630,643,953

No. Of Clients63

Clients Per Financial Advisor3

IWP WEALTH MANAGEMENT LLC is a financial advisory firm situated in Denver, Colorado. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 63 clients. The team consists of 25 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 115093

Assets Under Management $3,490,753,696

No. Of Clients7757

Clients Per Financial Advisor185

CAMBIAR INVESTORS, LLC is a financial advisory firm situated in Denver, Colorado. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7757 clients. The team consists of 42 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for Business
View Full Profile

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