Accounting Firm

Innovest Portfolio Solutions

Independent fee-only investment consultancy for retirement plans, nonprofits, foundations and wealthy families

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TrustList summary

Innovest Portfolio Solutions is an independent investment consulting and wealth advisory firm headquartered in Denver, Colorado. It is a registered investment advisor and says it earns no commissions and has no product ties, so its advice is not shaped by sales incentives.

What Innovest Portfolio Solutions offers

Retirement plan consulting: helps employers improve outcomes for staff and lower fiduciary risk.
Nonprofit and endowment advice: investment guidance for nonprofits, foundations and endowments.
Family wealth advice: services for high net worth families, family offices and individuals.
Investment committee advice: recommendations reached through a set process rather than one person's view.

Clients

Clients include retirement plan fiduciaries, nonprofits, foundations, endowments and wealthy families. The firm says large employers and nonprofits have put it through detailed due diligence.

Key facts

Based in: Denver, Colorado
Founded: 1996
Offices: Colorado, California, Arizona and Florida
Status: registered investment advisor, fee-only

Summary written by TrustList from the business's own published information, Oct 2026.

Rankings

Innovest Portfolio Solutions is ranked on 4 TrustList rankings: #6 on 1, #9 on 1, #12 on 1 and #39 on 1.

Every ranking orders its listings by their reviews, how complete the profile is and the Trust Score. Innovest Portfolio Solutions has no reviews yet and 3 of the 10 profile details we look for. Where no listing on a page has been reviewed, the order follows the profiles alone.

Accounting firm · 4 rankings

#6of 14
Denver
Its profile: “Innovest Portfolio Solutions is an independent investment consulting and wealth advisory firm headquartered in Denver, Colorado.”
Of the 14 here, 19 also cover accounting and 19 also cover tax; 14 also work in Colorado and 2 also work in United States.
Behind Golden Bookkeeping Services, LLC, ahead of L Anderson & Associates CPA.
#9of 16
Arizona
Its profile: “- Based in: Denver, Colorado - Founded: 1996 - Offices: Colorado, California, Arizona and Florida - Status: registered investment advisor, fee-only Independent fee-only investment consultancy for retirement plans, nonprofits, foundations and wealthy families”
Of the 16 here, 8 also cover business services and 8 also cover medical; 9 also work in Phoenix and 5 also work in Scottsdale.
Behind Fox Peterson, ahead of AA Tax CPA, LLC.
#12of 35
Colorado
Its profile: “Innovest Portfolio Solutions is an independent investment consulting and wealth advisory firm headquartered in Denver, Colorado.”
Of the 35 here, 7 also cover legal and 6 also cover property; 10 also work in Denver and 3 also work in California.
Behind Laura Cheeld Day, CPA, ahead of L Anderson & Associates CPA.
#39of 54
Florida
Its profile: “- Based in: Denver, Colorado - Founded: 1996 - Offices: Colorado, California, Arizona and Florida - Status: registered investment advisor, fee-only Independent fee-only investment consultancy for retirement plans, nonprofits, foundations and wealthy families”
Of the 54 here, 11 also cover reporting and 11 also cover books; 5 also work in New York and 4 also work in York.
Behind Caruso and Company, PA, ahead of Henry Dean, CPA, PA.