Wealth manager, independent · Denver, CO
GHP Investment Advisors Inc
SEC-registered investment adviser · CRD 107563 · SEC 801-49990
At a glance
GHP Investment Advisors Inc is an SEC-registered investment adviser based in Denver, Colorado, with $3.1B in regulatory assets under management as of its Form ADV filed March 24, 2026. It reports 1,226 individual clients, 605 of them high-net-worth, holding an average of about $2.5 million each, and 25 employees. That ranks it 349th among the nation’s 5,657 independent wealth management RIAs and 7th of 177 in Colorado. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 303-831-5051ghpia.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $3.1B
- Rank among independent wealth managers
- #349 of 5,657
- Rank among all SEC RIAs
- #2,788 of 17,210
- Rank in Colorado
- #7 of 177
- Individual clients
- 1,226
- High-net-worth clients
- 605
- Accounts
- 4,560
- Discretionary
- 97% of AUM
- Employees
- 25
- Advisory staff
- 22
- Offices
- 1
Owners and executives on its Form ADV
- Brian J. FriedmanPresident
- Carin D. WagnerVice President of Wealth Management
- Sebrina C. IveyChief Compliance Officer
- Michael T. SullivanVice President of Wealth Management
- Deirdre M. McGuireWealth Advisor
- Bradley A. EngleDirector of Research, Trading, and Analytics
- Barbara E. TerrazasWealth Advisor
- CHRISTIAN T. LEWTONManager of Research Trading and Portfolio Analytics
- Jason R. KitnerManager of Research Trading and Portfolio Analytics
- Jennifer L. WehnerClient Relations Manager
- Reed R. McCoyWealth Advisor
- Angela K. LeeDirector of Tax
Custody and brokerage
Broker-dealer
No broker-dealer ties
GHP Investment Advisors Inc reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 605 | $2.7B | 88% |
| Individuals | 621 | $307M | 10% |
| Corporations or other businesses | 3 | $30M | <1% |
| Pension and profit sharing plans | 3 | $15M | <1% |
| Pooled investment vehicles | 1 | $10M | <1% |
| Charitable organizations | 1 | $3M | <1% |
Private funds
GHP Investment Advisors Inc reports 1 private funds with $10M in gross assets: hedge funds (Form ADV Item 7.B).
Disciplinary disclosures
GHP Investment Advisors Inc reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting
- Periodicals or newsletters
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗ghpia.com ↗
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- 12 namedLocked
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Similar-size RIAs in Colorado
All of Colorado →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Western Wealth Management LLCGolden | $5.4B | 11,019 |
| JFG Family OfficeDenver | $4.5B | 162 |
| BOK Financial Private Wealth, Inc.Denver | $3.7B | 737 |
| Obermeyer Wealth PartnersAspen | $3.0B | 1,115 |
| BSW Wealth PartnersBoulder | $2.2B | 476 |
| PCM Encore, LLCAspen | $2.0B | 175 |
Background
Questions
How much does GHP Investment Advisors Inc manage?
GHP Investment Advisors Inc reports $3.1B in regulatory assets under management across 4,560 accounts, 97% of it on a discretionary basis, on its Form ADV filed March 24, 2026.
How many clients does GHP Investment Advisors Inc have?
It reports 1,226 individual clients: 605 high-net-worth individuals and 621 other individuals. Individuals account for about 98% of its regulatory assets.
Where is GHP Investment Advisors Inc headquartered?
Its main office is in Denver, Colorado. It reports 1 office in total and 25 employees, 22 of whom perform investment advisory functions.
How does GHP Investment Advisors Inc charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees; performance-based fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does GHP Investment Advisors Inc use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed March 24, 2026, it reports these amounts held: Charles Schwab ($1.6B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is GHP Investment Advisors Inc a hybrid RIA with a broker-dealer?
GHP Investment Advisors Inc reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is GHP Investment Advisors Inc a fiduciary?
As an SEC-registered investment adviser, GHP Investment Advisors Inc owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is GHP Investment Advisors Inc’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-24), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →