Local Pros · Arvada
Local Financial Advisors in Arvada, CO
Locally owned and operated financial advisors serving Arvada and the surrounding area. Supporting local businesses means faster response and accountability.
As of May 2026, RatingsNearMe ranks 19 financial advisors in Arvada, CO by verified customer ratings and review volume. The highest-rated is Andrea Romero - COUNTRY Financial Representative with a 5.0-star rating from 92 verified reviews. Also in the top tier: Oakway Financial LLC and Valorem Financial. The average rating across all listed financial advisors in Arvada is 5 stars from 16 reviews per business on average.
Financial advisors in Arvada typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
19
Businesses listed
5★
Avg rating
16
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Andrea Romero - COUNTRY Financial Representative
7804 Ralston Rd, Arvada, CO 80002, USA
Oakway Financial LLC
7105 W 44th Ave, Wheat Ridge, CO 80033, USA
Financial Advisors Rankings in Arvada, CO
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Andrea Romero - COUNTRY Financial Representative7804 Ralston Rd, Arvada, CO 80002, USA | 5.0★ | 92 |
| #2 | Oakway Financial LLC7105 W 44th Ave, Wheat Ridge, CO 80033, USA | 5.0★ | 17 |
| #3 | Valorem Financial7609 Grandview Ave, Arvada, CO 80002, USA | 4.8★ | 29 |
| #4 | Aspen Wealth Strategies8333 Ralston Rd, Arvada, CO 80002, USA | 4.9★ | 9 |
| #5 | 29:11 Financial Planning5690 Webster St #100, Arvada, CO 80002, USA | 5.0★ | 9 |
| #6 | Edward Jones - Financial Advisor: Josh Mountjoy7850 Vance Dr Suite 180, Arvada, CO 80003, USA | 5.0★ | 2 |
| #7 | Edward Jones - Financial Advisor: Mike Countryman, CFP®7375 W 52nd Ave STE 220, Arvada, CO 80002, USA | 5.0★ | 1 |
| #8 | Edward Jones - Financial Advisor: Hunter R Owen, AAMS®4350 Wadsworth Blvd Suite 210, Wheat Ridge, CO 80033, USA | 5.0★ | 4 |
| #9 | Financial Planning Group6870 W 52nd Ave #105, Arvada, CO 80002, USA | 5.0★ | 11 |
| #10 | Blueprint Financial Services - Financial Advisor - Investment Advisor6355 Ward Rd #306, Arvada, CO 80004, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Arvada
29:11 Financial Planning
5690 Webster St #100, Arvada, CO 80002, USA
Edward Jones - Financial Advisor: Josh Mountjoy
7850 Vance Dr Suite 180, Arvada, CO 80003, USA
Edward Jones - Financial Advisor: Mike Countryman, CFP®
7375 W 52nd Ave STE 220, Arvada, CO 80002, USA
Edward Jones - Financial Advisor: Hunter R Owen, AAMS®
4350 Wadsworth Blvd Suite 210, Wheat Ridge, CO 80033, USA
Blueprint Financial Services - Financial Advisor - Investment Advisor
6355 Ward Rd #306, Arvada, CO 80004, USA
Edward Jones - Financial Advisor: Dwight Steward, CFP®
7674 Grandview Ave Suite 110A, Arvada, CO 80002, USA
Bengtson Wealth Management | Ameriprise Financial Services
6390 Gardenia St, Arvada, CO 80004, USA
Brett Bengtson - Financial Advisor, Ameriprise Financial Services, LLC
6390 Gardenia St #250, Arvada, CO 80004, USA
Springbok Wealth Partners
42 Garden Center Unit 10, Westminster, CO 80020, USA
Financial Retirement Group
8774 Yates Dr #130, Westminster, CO 80031, USA
Edelman Financial Engines
1120 W 122nd Ave #300, Westminster, CO 80234, USA
Michael Sutton - Financial Advisor, Ameriprise Financial Services, LLC
6390 Gardenia St #250, Arvada, CO 80004, USA
Christopher Smith - Private Wealth Advisor, Ameriprise Financial Services, LLC
6390 Gardenia St #250, Arvada, CO 80004, USA
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Frequently Asked Questions — Financial Advisors in Arvada
What is a fiduciary financial advisor and why does it matter in Arvada?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Arvada, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Arvada?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.
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