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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Denver, CO

Every SEC-registered financial advisor at a firm office in Denver who lists the Chartered Financial Analyst designation, A to Z.

148 CFA charterholders work in Denver; the most are at Mercer Global Advisors Inc. (22). 18 are also registered broker representatives.

CFA advisors in Denver, A to Z

Every advisor in Denver →

Firms with the most CFA charterholders in Denver

Mercer Global Advisors Inc. 22Jfg Family Office 7Alps Advisors, Inc. 5Cibc Private Wealth Advisors, Inc. 5First Foundation Advisors 4Innovest Portfolio Solutions LLC 4Paragon Capital Management 4Crusonia Wealth Advisors LLC 3Carret Asset Management, LLC 2Citigroup Global Markets Inc. 2Corient 2Denver Pwm, LLC 2Focus Partners Wealth, LLC 2Helm Investment Management, LLC 2Highpass Asset Management LLC 2

CFA advisors in other Colorado cities

All of Colorado →

Greenwood Village 38Colorado Springs 18Boulder 17Lone Tree 17Littleton 10Fort Collins 9Centennial 6Highlands Ranch 6Lakewood 6Louisville 5Aspen 4Avon 3Basalt 3Castle Rock 3Crested Butte 3Englewood 3Golden 3

Questions

How many CFA financial advisors are in Denver, CO?

148 SEC-registered investment adviser representatives at firm offices in Denver, Colorado list the CFA designation; Mercer Global Advisors Inc. employs the most of them (22).

What is a CFA?

CFA stands for Chartered Financial Analyst, CFA Institute's charter in investment analysis: three exams and four years of investment experience.

How do I check a CFA in Denver?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFA itself with the body that issues it.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFA with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and ChFC holders.