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Same-Day Financial Advisors in Aurora, CO
Can't wait a week? These financial advisors in Aurora offer same-day or next-day appointments. Call now to check availability.
As of June 2026, RatingsNearMe ranks 15 financial advisors in Aurora, CO by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is CAA Financial with a 4.9-star rating from 109 Google reviews and an RNM Score of 94/100. Also in the top tier: First Command Financial Advisor - Devin Statham and TimeWise Financial. The average rating across all listed financial advisors in Aurora is 4.7 stars from 16 reviews per business on average.
Financial advisors in Aurora typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 10, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Aurora, Colorado is home to a variety of financial advisors who can provide personalized guidance on investments, retirement planning, and small business financial solutions. Consumers in the area should look for advisors with relevant certifications and experience to meet their specific needs.
- ✓Advisors offer services such as investment management, retirement planning, and small business financial solutions
- ✓Certifications like CFP®, RICP®, and ChFC® indicate advanced training and expertise
- ✓Consumers should research local advisors to find the right fit for their financial goals and preferences
Best Overall
Edward Jones - Financial Advisor: Jim Toft, CFP®|CEPA®
Jim Toft stands out as the top-ranked advisor due to his dual certifications (CFP® and CEPA®), indicating comprehensive expertise in financial planning and business exit strategy planning.
Most Reviewed
Edward Jones - Financial Advisor: Jim Toft, CFP®|CEPA®
A high review count often reflects a larger client base and consistent satisfaction, suggesting reliability and trustworthiness in the advisor's services.
When choosing a financial advisor in Aurora, consider scheduling initial consultations with multiple advisors to compare their approach and ensure their certifications align with your specific financial goals, such as retirement planning or business succession.
How to Choose a Financial Advisor in Aurora
What to look for
- • Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) credentials
- • Fiduciary duty to act in your best interest
- • Experience working with clients in your life stage and financial situation
- • Transparent fee structure and no hidden commissions
Questions to ask
- • What is your investment philosophy and approach?
- • How do you get paid, and what are your fees?
- • Can you provide references from current clients?
Red flags
- ⚠ Pushy sales tactics or high-pressure recommendations
- ⚠ Lack of clear explanation of services and fees
- ⚠ Disciplinary actions or customer complaints
In Colorado, financial advisors must be registered with the state's Division of Securities and hold appropriate licenses or certifications. Be sure to verify an advisor's credentials and standing before hiring.
Local Market Snapshot
15
Businesses listed
4.7★
Avg rating
16
Avg reviews
Jun 10, 2026
Last updated
Top Rated Financial Advisors
A 4.9-star rating from over 100 reviews highlights trusted local financial guidance.
3033 S Parker Rd #750, Aurora, CO 80014, USA5.0 stars from 25 Google reviews, reflecting exceptional client satisfaction.
3033 S Parker Rd # 400, Aurora, CO 80014, USAConsistently earns 5.0 stars from nearly 20 glowing client reviews.
1010 S Joliet St #109, Aurora, CO 80012, USAFinancial Advisors Rankings in Aurora, CO
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | CAA Financial3033 S Parker Rd #750, Aurora, CO 80014, USA | 4.9★ | 109 |
| #2 | First Command Financial Advisor - Devin Statham3033 S Parker Rd # 400, Aurora, CO 80014, USA | 5.0★ | 25 |
| #3 | TimeWise Financial1010 S Joliet St #109, Aurora, CO 80012, USA | 5.0★ | 19 |
| #4 | First Command Financial Advisor - Kevin Heckle, MBA3033 S Parker Rd # 400, Aurora, CO 80014, USA | 5.0★ | 12 |
| #5 | Edward Jones - Financial Advisor: Jim Toft, CFP®|CEPA®13801 E Yale Ave # 117, Aurora, CO 80014, USA | 4.0★ | 8 |
| #6 | Edward Jones - Financial Advisor: David G Bartfeld, AAMS®18872 E Hampden Ave, Aurora, CO 80013, USA | 4.0★ | 4 |
| #7 | Edward Jones - Financial Advisor: Jordan Downing12100 E Iliff Ave Ste A-101, Aurora, CO 80014, USA | 5.0★ | 2 |
| #8 | Lifetime Financial Growth - Christopher Wiethe, CFP®, ChFC®25042 E Cedar Pl, Aurora, CO 80018, USA | 5.0★ | 20 |
| #9 | Edward Jones - Financial Advisor: Jason Castaneda, ChFC®3151 S Vaughn Way #110, Aurora, CO 80014, USA | 5.0★ | 5 |
| #10 | U.S. Bancorp Advisors - Financial Advisors: Aurora14111 E Alameda Ave, Aurora, CO 80012, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Aurora
Exceptional 5.0-star rating based on 12 Google reviews in Aurora, CO.
3033 S Parker Rd # 400, Aurora, CO 80014, USA
Trusted financial advisor in Aurora with a strong 4.0 rating from 8 reviews.
13801 E Yale Ave # 117, Aurora, CO 80014, USA
Consistently solid 4.0-star rating from a handful of local Google reviews.
18872 E Hampden Ave, Aurora, CO 80013, USA
A standout 5.0★ rating from early reviews in Aurora.
12100 E Iliff Ave Ste A-101, Aurora, CO 80014, USA
Aurora financial advisor with a perfect 5.0-star rating from 20 reviews.
25042 E Cedar Pl, Aurora, CO 80018, USA
Rated 5.0 stars from 5 Google reviews, this Aurora financial advisor is highly regarded.
3151 S Vaughn Way #110, Aurora, CO 80014, USA
Earns a perfect 5.0-star rating from its early Google reviews.
14111 E Alameda Ave, Aurora, CO 80012, USA
Trusted by clients with a solid 4.3-star rating from 11 reviews.
2821 S Parker Rd #1107, Aurora, CO 80014, USA
Exceptional 5.0-star rating from 8 reviews by clients in Aurora.
3033 S Parker Rd # 400, Aurora, CO 80014, USA
A mixed 3.0-star rating from 2 Google reviews provides limited insight into this advisor.
3131 S Vaughn Way Ste 131, Aurora, CO 80014, USA
Earns a perfect 5.0-star rating from its first few Google reviews.
6240 S Main St Suite 250, Aurora, CO 80016, USA
Trusted by locals with a perfect 5.0★ rating from 10 Google reviews.
9350 E Arapahoe Rd Suite 220, Greenwood Village, CO 80112, USA
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Financial Advisors in Aurora, CO — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | CAA Financial | 94/100 | 4.9 ★ | 109 |
| 2 | First Command Financial Advisor - Devin Statham | 88/100 | 5.0 ★ | 25 |
| 3 | TimeWise Financial | 86/100 | 5.0 ★ | 19 |
| 4 | First Command Financial Advisor - Kevin Heckle, MBA | 72/100 | 5.0 ★ | 12 |
| 5 | Edward Jones - Financial Advisor: Jim Toft, CFP®|CEPA® | 57/100 | 4.0 ★ | 8 |
| 6 | Edward Jones - Financial Advisor: David G Bartfeld, AAMS® | 53/100 | 4.0 ★ | 4 |
| 7 | Edward Jones - Financial Advisor: Jordan Downing | 64/100 | 5.0 ★ | 2 |
| 8 | Lifetime Financial Growth - Christopher Wiethe, CFP®, ChFC® | 78/100 | 5.0 ★ | 20 |
| 9 | Edward Jones - Financial Advisor: Jason Castaneda, ChFC® | 71/100 | 5.0 ★ | 5 |
| 10 | U.S. Bancorp Advisors - Financial Advisors: Aurora | 68/100 | 5.0 ★ | 2 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
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Frequently Asked Questions — Financial Advisors in Aurora
What is a fiduciary financial advisor and why does it matter in Aurora?
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 Aurora, 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 Aurora?
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: June 10, 2026.
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