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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Denver, CO

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

496 CFP professionals work in Denver; the most are at Mercer Global Advisors Inc. (138). 149 are also registered broker representatives.

CFP advisors in Denver, A to Z

Every advisor in Denver →

Firms with the most CFP professionals in Denver

Mercer Global Advisors Inc. 138LPL Financial LLC 16Strategic Advisers LLC 16Robert W. Baird & Co. Incorporated 10Crusonia Wealth Advisors LLC 9Maia Wealth 9Focus Partners Wealth, LLC 7Beacon Pointe Advisors, LLC 6Edward Jones 6Kestra Advisory Services, LLC 6Moneta Group Investment Advisors, LLC 6Sharkey Howes & Javer Inc. 6The Ameriflex Group 6Ameriprise Financial Services, LLC 5Cerity Partners LLC 5

CFP advisors in other Colorado cities

All of Colorado →

Greenwood Village 183Colorado Springs 165Lone Tree 127Boulder 95Centennial 58Lakewood 52Littleton 52Fort Collins 46Englewood 44Highlands Ranch 26Golden 25Broomfield 24Aurora 23Parker 23Loveland 22Westminster 22Arvada 20Longmont 20Louisville 20Castle Rock 19Durango 13Grand Junction 12Erie 11Glenwood Springs 9

Questions

How many CFP financial advisors are in Denver, CO?

496 SEC-registered investment adviser representatives at firm offices in Denver, Colorado list the CFP designation; Mercer Global Advisors Inc. employs the most of them (138).

What is a CFP?

CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.

How do I check a CFP 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 CFP 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 CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.