GHP Investment Advisors Inc

RIASEC Registered

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 that has been SEC-registered since 1995. The firm is owned by an individual and serves a mix of individual & family and institutional clients. Its advisory practice combines financial planning, portfolio management for individuals and pooled vehicles, pension consulting services, publication of periodicals/newsletters, and educational workshops; the firm also lists accountant among its business activities. Fee arrangements are flexible and include percentage-of-AUM, hourly and fixed fees, and performance-based fees, reflecting work with both discretionary portfolios and pooled investment structures. GHP is not positioned as an ESG-focused investor. The firm has received industry recognition, including placement on the Financial Times Top 300 RIA Firms (2020), FA Magazine’s Top RIA Firms (2020), and a Forbes Top RIA Firms listing (2024).