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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-28-1995
- Office Locations
- 1
Office Locations
About GHP Investment Advisors INC
GHP Investment Advisors (GHPIA) is a Denver-based fiduciary RIA providing comprehensive wealth management through portfolio management and holistic financial planning, coordinating with clients’ accountants and attorneys on tax, estate, insurance, and business needs. The firm uses a disciplined, long-term “Valuation Benchmark” process and is known for a quantitative approach to global/international markets. Implementation is heavily ETF-based, with custody at Charles Schwab.
Reported data analysis
What the numbers show
Between February 25, 2025 and March 24, 2026, reported AUM increased 12.5%, from $2.7B to $3.1B.
Across 5 reported observations, AUM increased 41.3% between May 18, 2022 and March 24, 2026, from $2.2B to $3.1B.
Of the latest reported AUM, 97.5% is discretionary and 2.5% is non-discretionary.
The firm reports 22 advisory representatives and 1,234 clients, or 56.1 clients per representative. That equates to $2.5M in reported AUM per client.
The profile lists 1 reported office location and 31 years in operation. The source data was last updated on March 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- Custodian
- Investment Themes
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- Platform
- Services
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Owner & Executives
BRIAN JAY FRIEDMAN
Investment Advisor, President
- CRD
- #2541538
- Ownership
- 25% but less than 50%
MICHAEL THOMAS SULLIVAN
Senior Partner, VICE PRESIDENT OF WEALTH MANAGEMENT
- CRD
- #4425881
- Ownership
- 10% but less than 25%
Showing 2 of 12 owners & executives
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JACOB IAN DAVIS
--
- CRD
- #7584225
Kathryn Heet
Director
- CRD
- #7982581
Showing 2 of 28 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,985,743,237 | $703,521 |
| Non-Discretionary | $77,891,347 | $246,492 |
| Total | $3,063,634,584 | $671,850 |
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Separately Managed Accounts
SMA allocation detail is available
GHP Investment Advisors INC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
GHP Investment Advisors INC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.