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, owner-operated registered investment adviser that has been SEC-registered since 1995. The firm serves both individual/family and institutional clients and combines financial planning with portfolio management for individuals, small businesses and pooled investment vehicles. It also produces written market commentary and holds educational seminars and workshops. GHP lists accounting among its business activities and is affiliated in roles such as sponsor, general partner and managing member of pooled vehicles. The firm charges a mix of fee arrangements — percentage of AUM, hourly, fixed fees and performance-based fees — and does not position itself as an ESG-focused manager. GHP has been recognized in industry rankings, appearing on Financial Times’ Top 300 RIA Firms in 2020, on FA Magazine’s Top RIA Firms in 2020, and in Forbes’ Top RIA Firms in 2024.