Laurels

Best Financial Advisors in Denver
2022

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Denver Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 170 115 33

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

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Gill Capital Partners

A non-traditional traditional financial services firm founded in 1983, Gill Capital Partners focuses on exceeding client expectations by listening carefully to each client, their needs and wants, and creating a plan completely personalized and nowhere close to a one-size-fits-all treatment. They work to also focus on a “client first” experience, up front compensation explanations, ongoing communication, a dedicated team relationship, seamless onboarding, and an independent and proprietary investment approach. Based in Denver, the company offers services that include cash and money management, retirement planning, insurance planning, tax planning, estate planning, corporate financial services, institutional services, and more. They are a member of the Financial Planning Association, Independent Community Bankers of Colorado, Colorado Special Districts Association, Denver Metro Chamber of Commerce, and more.

Denver, CO 80246

Website

M.J. Smith & Associates

Serving the Greenwood Village and surrounding areas since 1983, M.J. Smith & Associates focuses on pursuing a rational and well-reasoned approach to each client’s wealth management and investment planning strategies throughout the years. They hold over 90 combined years of investing experience and also work to help manage and carefully mitigate risks for each client. The company offers services that include retirement planning, investment diversification, long-term wealth management plans, tax planning, and more. They are on the 2016 Forbes’ Top 100 Advisors list, and Barron’s Top Advisors list from 2007 to 2017.

Greenwood Village, CO 80111

Website

Thomas Financial Advisors

A local Denver-based financial advisory firm, Thomas Financial Advisors focuses on saving and making money for each client with the best financial decisions. Co-founded by Patrick and Andrew Thomas, they work to make their services an individualized long-term solution at a low-cost without hidden investment fees. The company offers services that include life and disability insurance, education plans, retirement plans, investment management, and more.

Westminster, CO 80031

Website

Wisdom Wealth Strategies

Located in Denver and founded in 2010, Wisdom Wealth Strategies focuses on building a professional and personalized relationship with each client that is based on trust, respect, and a genuine concern for their well-being and their unique needs. The company offers services that include personalized investment approaches, efficient tax strategies, risk management techniques, and more.

Denver, CO 80246

Website

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