The 2026 Elite List

The Best Wealth Management Companies
in Denver, CO

Wealth advisors reviewed for fiduciary standards, professional credentials, planning depth, investment discipline, and fee transparency. These standouts serve Denver and the surrounding Denver metro market.

8businesses
selected

34signals
evaluated

Aug.last
verified

View methodology →

Editorial research pilot: No score or review metric has been assigned pending independent verification. These listings may change if other Denver wealth management company businesses score higher after the validation process.

Editorial research pilot

8 of the best Denver wealth management companies

Updated August 20, 2026

Best for independent private wealth planning

Denver Private Wealth Management

ELResearched

Denver Private Wealth Management stands out among Denver wealth management companies for independent private wealth planning, with its public firm information emphasizing financial planning, investment management, retirement planning.

2000 S Colorado Blvd, Tower 1, Suite 3700, Denver, CO 80222

Also serves Boulder

Advisory services

Financial planningInvestment managementRetirement planningEstate strategies

Best for high-net-worth life and wealth strategy

Janiczek Wealth Management

ELResearched

Janiczek Wealth Management stands out among Denver wealth management companies for high-net-worth life and wealth strategy, with its public firm information emphasizing wealth planning, investment management, executive planning.

7001 E Belleview Avenue, Suite 600, Denver, CO 80237

Advisory services

Wealth planningInvestment managementExecutive planningEstate planning

Best for integrated financial and tax planning

Mercer Global Advisors — Denver

ELResearched

Mercer Global Advisors — Denver stands out among Denver wealth management companies for integrated financial and tax planning, with its public firm information emphasizing financial planning, investment management, tax planning.

1200 17th Street, Suite 2000, Denver, CO 80202

Also serves CO · Capitol Hill · Congress Park · City Park

Advisory services

Financial planningInvestment managementTax planningEstate planning

Best for integrated private wealth and family-office advice

Cresset

ELResearched

Cresset stands out among Denver wealth management companies for integrated private wealth and family-office advice, with its public firm information emphasizing wealth planning, investment management, family office services.

1144 15th Street, Suite 3675, Denver, CO 80202

Advisory services

Wealth planningInvestment managementFamily office servicesEstate planning

Best for fee-only family financial planning

SHJ Wealth Advisors

ELResearched

SHJ Wealth Advisors stands out among Denver wealth management companies for fee-only family financial planning, with its public firm information emphasizing financial planning, investment management, retirement planning.

720 S Colorado Blvd, Suite 600, Denver, CO 80246

Advisory services

Financial planningInvestment managementRetirement planningTax strategy

Best for independent investment counsel

Colorado Financial Management

ELResearched

Colorado Financial Management stands out among Denver wealth management companies for independent investment counsel, with its public firm information emphasizing investment management, financial planning, retirement planning.

3033 E First Ave, Suite 408, Denver, CO 80206

Also serves Boulder

Advisory services

Investment managementFinancial planningRetirement planningLegacy planning

Best for planning through major life transitions

Transform Wealth

ELResearched

Transform Wealth stands out among Denver wealth management companies for planning through major life transitions, with its public firm information emphasizing financial planning, investment management, retirement planning.

6400 S Fiddlers Green Circle, Suite 1600, Greenwood Village, CO 80111

Advisory services

Financial planningInvestment managementRetirement planningBusiness-owner planning

Best for integrated private wealth and trust services

AMG National Trust

ELResearched

AMG National Trust stands out among Denver wealth management companies for integrated private wealth and trust services, with its public firm information emphasizing wealth planning, investment management, trust services.

6295 Greenwood Plaza Blvd, Greenwood Village, CO 80111

Advisory services

Wealth planningInvestment managementTrust servicesTax planning

The Best Wealth Management Companiesin Denver, CO

8 of the best Denver wealth management companies

The Best Wealth Management Companies
in Denver, CO