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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 - April 20, 2024Denver 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
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
VERIFIEDMark 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
VERIFIEDDarren Meyer
AWMA®, AAMS®
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
VERIFIEDAdam 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
VERIFIEDMichelle 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
VERIFIEDQuotient 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
VERIFIEDMatthew 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
VERIFIEDAdam 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
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Top 15 Retirement Planning firms in Denver, Colorado (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | JANUS HENDERSON INVESTORS 151 Detroit Street, Denver, CO, 80206 | $203,245,721,760 | 6667 | 1061 | A Percentage of AUM, Performance Based |
| 2 | PUBLIC TRUST ADVISORS, LLC 717 17th Street, Suite 1850 Denver, CO, 80202 | $64,938,342,319 | 89 | 78 | A Percentage of AUM, Fixed Fees, Other (CONSULTING FEES) |
| 3 | TRANSAMERICA ASSET MANAGEMENT, INC. 1801 California Street, Suite 5200 Denver, CO, 80202 | $63,514,278,950 | 136 | 59 | A Percentage of AUM, Fixed Fees |
| 4 | MERCER GLOBAL ADVISORS INC. 1200 17th Street, Suite 500 Denver, CO, 80202 | $35,141,673,366 | 76213 | 900 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | ARROWMARK COLORADO HOLDINGS, LLC 100 Fillmore Street, Suite 325 Denver, CO, 80206 | $21,401,554,901 | 155 | 102 | A Percentage of AUM, Performance Based |
| 6 | KSL CAPITAL PARTNERS 100 St. Paul Street, Suite 800 Denver, CO, 80206 | $20,964,360,558 | 45 | 114 | 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 | $19,334,512,529 | 8 | 64 | A Percentage of AUM, Fixed Fees, Other (QUARTERLY, ASSET-BASED LICENSING FEE) |
| 8 | NORTHWOOD INVESTORS LLC 1819 Wazee Street, Denver, CO, 80202 | $11,760,146,035 | 30 | 102 | A Percentage of AUM, Performance Based, Other (ACQUISITION FEE) |
| 9 | 1888 INVESTMENTS, LLC 1401 Lawrence Street, Suite 1920 Denver, CO, 80202 | $6,700,969,380 | 56 | 14 | A Percentage of AUM, Performance Based |
| 10 | BEAR CREEK ASSET MANAGEMENT, LLC 1200 17th Street, Suite 970 Denver, CO, 80202 | $6,161,818,550 | 174 | 9 | A Percentage of AUM, Performance Based |
| 11 | VERSUS CAPITAL ADVISORS LLC 5050 S. Syracuse Street, Suite 1100, Denver, CO, 80237-3386 | $5,687,984,923 | 5 | 22 | A Percentage of AUM |
| 12 | REVELSTOKE CAPITAL PARTNERS 260 N. Josephine St., Suite 500 Denver, CO, 80206 | $5,519,594,815 | 21 | 44 | A Percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS) |
| 13 | PROPRIETARY CAPITAL, LLC 1800 Larimer Street, Suite 1825 Denver, CO, 80202 | $5,234,974,000 | 17 | 23 | A Percentage of AUM, Performance Based |
| 14 | IWP WEALTH MANAGEMENT LLC 2719 E. 3rd Avenue, Denver, CO, 80206 | $3,630,643,953 | 63 | 25 | A Percentage of AUM, Fixed Fees |
| 15 | CAMBIAR INVESTORS, LLC 200 Columbine Street, Suite 800 Denver, CO, 80206 | $3,490,753,696 | 7757 | 42 | 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
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