GHP Investment Advisors Inc

RIASEC RegisteredEst. 1995

Total AUM

$3.1B

Discretionary

$3B

97% of AUM

Avg account

$672K

Accounts

4,560

Employees

Advisory reps

Firm details

Headquarters: Denver, Colorado
CRD number: 107563
Registered since: August 28, 1995
Website: ghpia.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI88.07%
Individuals10.03%
Corporations / Businesses0.98%
Pension & Profit Sharing Plans0.48%
Pooled Investment Vehicles0.33%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

GHP Investment Advisors Inc is an independent registered investment adviser first registered with the SEC in 1995 and owned by an individual. The firm serves both individual and family clients as well as institutional accounts. Its advisory offerings include financial planning, discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, pension consulting, and client education through publications and seminars. The firm also lists accountant among its business activities and is affiliated in roles such as sponsor or general partner and managing member of pooled investment vehicles. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed fees, and the firm may assess performance-based fees in some engagements. GHP does not identify as an active ESG investor and is not designated a multi-state or newly formed adviser. Public recognition includes placements in the Financial Times’ Top 300 RIA Firms (2020), FA Magazine’s Top RIA Firms (2020), and Forbes’ Top RIA Firms list (2024).