Ways to browse advisors serving Denver, CO

Pick a specialty or descriptor to browse more advisors serving Denver, CO.

By how they work

Type	Advisors
Large-firm	5,602
Flat-fee	3,365
Seasoned	1,923
Independent	1,753
CFP®-certified	1,301

By who they serve

Type	Advisors
High-net-worth	1,390
Baby Boomer	79
Millennial	7
Gen X	5

Browse by specialty

Find advisors serving Denver, CO who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	3,791
Executive	2,380
Wealth management	2,366
Retired	2,172
Tax-loss harvesting	1,644
College savings (529s, UTMA, etc.)	1,640
Active portfolio management	1,591
Private / alternative investments	1,507
Retirement income strategy	1,354
General retirement planning	1,255
Retirement plans for business owners (SEP, solo 401k)	1,209
Charitable giving & philanthropy	1,071
Real estate investing	744
Options & derivatives strategies	731
ESG / Sustainable investing	660
Approaching retirement	649
General estate planning guidance	615
Social Security optimization	594
Cash flow / budgeting	593
Passive / index investing	569
Business exit / sale strategy	554
Debt management	447
Income planning	428
HENRY (High Earners, Not Rich Yet)	403
Concentrated stock management	394
Annuities	343
Self-Employed	342
Mid-Career Professionals	314
Equity compensation tax strategy	219
Multi-generational wealth transfer	199
Business ownership considerations	194
Established Professionals	164
Retirement withdrawal strategies	163
Financial Professional	162
General tax planning	152
Business succession planning	133
Divorce financial planning	130
Women Professionals	119
Educators, Teachers, and Academics	83
Long-term care insurance	65
Attorney	56
Values-based investing	53
Divorced	47
Planning for children with special needs	45
Married/Couples/Partners	44
Parents	44
Tax strategies for small businesses	41
Liquidity event planning	37
Equity Recipients (RS/RSU, SOP, ESPP)	36
Doctor or Medical Professional	35
Factor investing / smart beta	30
Professional Athlete	27
Young Professionals	25
Life insurance needs analysis	23
Family Business	21
Technology Professional	20
Medicare planning	19
Intergenerational Families	18
Roth conversion strategy	18
Young Families	18
Military & Veterans	17
Stock option exercise strategy	17
Consultant	15
Startup equity planning	15
Women's Finance	14
Charitable giving tax strategies	13
LGBTQIA	13
Religious/faith focused	13
Widow/Widower	7
Business Financial Management	6
Christian Faith Based	5
Dual Income Family	5
Business sale tax planning	4
Disability insurance	3

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