Financial advisors in Denver that AI assistants recommend

Name: AI assistant recommendations: Financial advisors in Denver, November 2026
Creator: AIGROW
License: https://creativecommons.org/licenses/by/4.0/

Mercer Advisors is named most, in 53% of 36 answers.

The ranking

AI Recommendation Rate

1Mercer Advisors53%
95%: 37 to 68%
ChatGPT
100%
Claude
42%
Gemini
17%
Questions
4 of 4
Avg. position
1.4
Named in answers to
- Who is the best financial advisor in Denver?, from ChatGPT, Claude and Gemini
- I want help planning my retirement in Denver. Which financial advisor would you recommend?, from ChatGPT
- Which fee-only financial advisor in Denver would you recommend?, from ChatGPT
- Which wealth management firm in Denver would you recommend for a family?, from ChatGPT, Claude and Gemini
Also written Mercer Advisors Denver
Is this your business?
2Aspen Wealth Management28%
95%: 16 to 44%
ChatGPT
0%
Claude
0%
Gemini
83%
Questions
4 of 4
Avg. position
2.3
Named in answers to
- Who is the best financial advisor in Denver?, from Gemini
- I want help planning my retirement in Denver. Which financial advisor would you recommend?, from Gemini
- Which fee-only financial advisor in Denver would you recommend?, from Gemini
- Which wealth management firm in Denver would you recommend for a family?, from Gemini
Is this your business?
3Brighton Jones17%
95%: 8 to 32%
ChatGPT
0%
Claude
0%
Gemini
50%
Questions
3 of 4
Avg. position
1.7
Named in answers to
- Who is the best financial advisor in Denver?, from Gemini
- I want help planning my retirement in Denver. Which financial advisor would you recommend?, from Gemini
- Which wealth management firm in Denver would you recommend for a family?, from Gemini
Is this your business?
4Colorado Financial Management11%
95%: 4 to 25%
ChatGPT
25%
Claude
0%
Gemini
8%
Questions
3 of 4
Avg. position
2.3
Named in answers to
- Who is the best financial advisor in Denver?, from ChatGPT
- Which fee-only financial advisor in Denver would you recommend?, from ChatGPT
- Which wealth management firm in Denver would you recommend for a family?, from Gemini
Is this your business?
5Colorado Capital Management11%
95%: 4 to 25%
ChatGPT
0%
Claude
0%
Gemini
33%
Questions
3 of 4
Avg. position
2.5
Named in answers to
- Who is the best financial advisor in Denver?, from Gemini
- I want help planning my retirement in Denver. Which financial advisor would you recommend?, from Gemini
- Which wealth management firm in Denver would you recommend for a family?, from Gemini
Is this your business?
6Mile High Financial Group8%
95%: 3 to 22%
ChatGPT
0%
Claude
25%
Gemini
0%
Questions
1 of 4
Avg. position
1
Named in answers to
- Who is the best financial advisor in Denver?, from Claude
Is this your business?
7Mile High Financial Planning8%
95%: 3 to 22%
ChatGPT
0%
Claude
25%
Gemini
0%
Questions
1 of 4
Avg. position
1
Named in answers to
- Which fee-only financial advisor in Denver would you recommend?, from Claude
Is this your business?
8Creative Planning8%
95%: 3 to 22%
ChatGPT
8%
Claude
0%
Gemini
17%
Questions
1 of 4
Avg. position
2.3
Named in answers to
- Who is the best financial advisor in Denver?, from ChatGPT and Gemini
Is this your business?
9Shepherd Financial Partners8%
95%: 3 to 22%
ChatGPT
0%
Claude
25%
Gemini
0%
Questions
1 of 4
Avg. position
2.3
Named in answers to
- Which wealth management firm in Denver would you recommend for a family?, from Claude
Is this your business?
10TIAA8%
95%: 3 to 22%
ChatGPT
25%
Claude
0%
Gemini
0%
Questions
1 of 4
Avg. position
2.3
Named in answers to
- I want help planning my retirement in Denver. Which financial advisor would you recommend?, from ChatGPT
Is this your business?
11Modera Wealth Management8%
95%: 3 to 22%
ChatGPT
25%
Claude
0%
Gemini
0%
Questions
3 of 4
Avg. position
2.7
Named in answers to
- I want help planning my retirement in Denver. Which financial advisor would you recommend?, from ChatGPT
- Which fee-only financial advisor in Denver would you recommend?, from ChatGPT
- Which wealth management firm in Denver would you recommend for a family?, from ChatGPT
Is this your business?
12Financial Planning of Denver6%
95%: 2 to 18%
ChatGPT
0%
Claude
0%
Gemini
17%
Questions
1 of 4
Avg. position
1
Named in answers to
- Which fee-only financial advisor in Denver would you recommend?, from Gemini
Is this your business?
13Financial Designs, Ltd.6%
95%: 2 to 18%
ChatGPT
0%
Claude
0%
Gemini
17%
Questions
1 of 4
Avg. position
1.5
Named in answers to
- I want help planning my retirement in Denver. Which financial advisor would you recommend?, from Gemini
Is this your business?
14Denver Wealth Management6%
95%: 2 to 18%
ChatGPT
17%
Claude
0%
Gemini
0%
Questions
2 of 4
Avg. position
2
Named in answers to
- Who is the best financial advisor in Denver?, from ChatGPT
- Which wealth management firm in Denver would you recommend for a family?, from ChatGPT
Is this your business?
15XML Financial Group6%
95%: 2 to 18%
ChatGPT
0%
Claude
17%
Gemini
0%
Questions
1 of 4
Avg. position
2.5
Named in answers to
- Which fee-only financial advisor in Denver would you recommend?, from Claude
Is this your business?
16Fidelity Investments6%
95%: 2 to 18%
ChatGPT
17%
Claude
0%
Gemini
0%
Questions
1 of 4
Avg. position
3
Named in answers to
- I want help planning my retirement in Denver. Which financial advisor would you recommend?, from ChatGPT
Is this your business?
17True Wealth Design6%
95%: 2 to 18%
ChatGPT
0%
Claude
17%
Gemini
0%
Questions
1 of 4
Avg. position
3
Named in answers to
- Which fee-only financial advisor in Denver would you recommend?, from Claude
Is this your business?
18Bellwether Wealth6%
95%: 2 to 18%
ChatGPT
0%
Claude
17%
Gemini
0%
Questions
1 of 4
Avg. position
3.5
Named in answers to
- Which wealth management firm in Denver would you recommend for a family?, from Claude
Also written Bellwether Family Wealth
Is this your business?
19CAPTRUST6%
95%: 2 to 18%
ChatGPT
8%
Claude
8%
Gemini
0%
Questions
2 of 4
Avg. position
3.5
Named in answers to
- Who is the best financial advisor in Denver?, from Claude
- Which wealth management firm in Denver would you recommend for a family?, from ChatGPT
Also written Captrust Denver
Is this your business?
20Stonebridge Financial Group6%
95%: 2 to 18%
ChatGPT
0%
Claude
17%
Gemini
0%
Questions
1 of 4
Avg. position
3.5
Named in answers to
- Who is the best financial advisor in Denver?, from Claude
Is this your business?
21Charles Schwab6%
95%: 2 to 18%
ChatGPT
17%
Claude
0%
Gemini
0%
Questions
1 of 4
Avg. position
4
Named in answers to
- I want help planning my retirement in Denver. Which financial advisor would you recommend?, from ChatGPT
Is this your business?
22CoVenture Wealth Advisors6%
95%: 2 to 18%
ChatGPT
0%
Claude
17%
Gemini
0%
Questions
1 of 4
Avg. position
4
Named in answers to
- Which wealth management firm in Denver would you recommend for a family?, from Claude
Also written CoVenture Wealth Management
Is this your business?
23Edgemoor Investment Advisors6%
95%: 2 to 18%
ChatGPT
0%
Claude
17%
Gemini
0%
Questions
1 of 4
Avg. position
5
Named in answers to
- Which wealth management firm in Denver would you recommend for a family?, from Claude
Is this your business?

Open a row to see each assistant's share of its own answers. Questions counts how many of the four produced the name at least once; position is where it came in the answer's list, 1 being first. 34 more names came up in a single answer and are counted above but not listed.

Financial advisors in Denver: is this your field?

57different names in 36 answers, 34 of them only once. The assistants change their minds from one answer to the next.

Check whether AI names you

Is this your business?

Named on this list? Get the badge for your website and a free scan of who AI assistants recommend to your customers. Use the badge only for a business named here. It records this edition, without verifying ownership or promising future mentions.

AIGROW ScoreIs this your business? See your AIGROW ScoreHow the AIGROW Score is measured

No business can pay to appear in the Index, rise in it or be removed from it. How the Index stays neutral

AI Visibility Index · November 2026

Asked about financial advisors in Denver, ChatGPT, Claude and Gemini named Mercer Advisors most often, in 53% of answers (its AI Recommendation Rate), then Aspen Wealth Management (28%) and Brighton Jones (17%). Across 36 answers they named 57 different businesses, 34 of them only once. Each of four buyer questions was asked three times, in English, in November 2026.

The AI Recommendation Rate is the fraction of the 36 answers that named a business. The range under it is a 95% confidence interval: where two ranges overlap, the gap between those businesses could be chance.

Names are printed as the assistants wrote them. We have not checked that any of them is good, open, or real.

53% of answers named Mercer Advisors

Answers: 36
Businesses named: 57
Named only once: 34
Named by 2+ assistants: 4 of 23
Named again on a rerun: 40%

Edition November 2026. Download the data

What each assistant said

The same questions, the same number of times, and often different names. Each column is one assistant's top five from the ranking above, with the share of its own answers that named them.

#	ChatGPT	Claude	Gemini
1	Mercer Advisors100%	Mercer Advisors42%	Aspen Wealth Management83%
2	Colorado Financial Management25%	Mile High Financial Group25%	Brighton Jones50%
3	TIAA25%	Mile High Financial Planning25%	Colorado Capital Management33%
4	Modera Wealth Management25%	Shepherd Financial Partners25%	Mercer Advisors17%
5	Denver Wealth Management17%	XML Financial Group17%	Creative Planning17%

Claude named no business in 3 of its 12 answers.

Questions about financial advisors in Denver

How AI assistants recommend financial advisors

ChatGPT, Claude and Gemini named Mercer Advisors most often, in 53% of 36 answers, then Aspen Wealth Management (28%) and Brighton Jones (17%). The names come from what the assistants answered to four buyer questions in November 2026; we have not checked that any of them is good, open or real.

Not always. ChatGPT named Mercer Advisors most often (100% of its answers), Claude Mercer Advisors (42%) and Gemini Aspen Wealth Management (83%). 4 of the 23 listed businesses were named by two or more of them.

Each question was asked three times. Of the names an assistant gave for a question, 40% came back in two or more of those runs; the rest came up once. The 95% range beside each rate in the ranking shows how far it could move by chance.

Run the free checker: it asks ChatGPT, Claude, Gemini and Grok two of the Index questions for financial advisors, with the category and the place already filled in, and shows every answer word for word. About 30 seconds, no sign-up. The page on how AI assistants recommend financial advisors shows what an owner can work on. Nothing can guarantee that an assistant names you.

Named here? Put it on your site

Every business in the ranking was named in two or more answers. The badge says that and nothing more: no position, because the ranges above do not support one. It links back to this page, so anyone can check.

Correct or remove a listing

<a href="https://aigrow.gg/index/financial-advisors/denver"><img src="https://aigrow.gg/badges/index/2026-11/financial-advisors/denver.svg" width="312" height="100" alt="Named by AI assistants: Financial advisors in Denver, AIGROW AI Visibility Index, November 2026"></a>

The questions

Asked word for word, three times each, to every assistant. The prompt is the one the free scan uses. No web search, no location and no chat history, so every answer starts from the same place.

1Who is the best financial advisor in Denver?
2I want help planning my retirement in Denver. Which financial advisor would you recommend?
3Which fee-only financial advisor in Denver would you recommend?
4Which wealth management firm in Denver would you recommend for a family?

How to read this page

The full method

What it measures: Which names these models produce when asked cold, from what they learned in training. It is not a review, a rating or our recommendation, and a business missing here may simply be one the models were never shown.
Why the ranges matter: 36 answers is a sample. Asked again next month, most shares will move by a few points; the ranges say how far they could move by chance alone.
One business, several spellings: Branches, legal suffixes and spellings of one business are merged, and the other spellings are printed under its name. Names that might be two businesses are kept apart.
A name is wrong: If a business here is closed, misnamed or yours and you want it removed, tell us. We correct or remove it when the page is next published.

Where the assistants look

The sites read most often, with web search on, before the assistants answer about this category in the United States. From the AI Source Map: 11 answers.

See every site for this category