Top Picks · Boulder
Best Financial Advisors in Boulder, CO
Rated and reviewed by real customers. Compare prices, read reviews, and call the top pros near you — for free.
As of June 2026, RatingsNearMe ranks 20 financial advisors in Boulder, CO by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Colorado Capital Management with a 5.0-star rating from 53 Google reviews and an RNM Score of 80/100. Also in the top tier: InSight Financial Planners and Bloom Wealth Advisors. The average rating across all listed financial advisors in Boulder is 4.6 stars from 11 reviews per business on average.
Financial advisors in Boulder typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 13, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Bloom Wealth Advisors
Bloom Wealth Advisors stands out as the top-ranked advisor in Boulder due to its comprehensive financial planning services and strong client satisfaction.
Most Reviewed
Boulder Wealth Advisors
A high number of reviews indicates a broad base of client experiences, helping consumers gauge reliability and service quality.
When choosing a financial advisor in Boulder, consider your specific needs such as retirement planning or investment management, and verify credentials like CFP certification. Always check for transparent fee structures and client testimonials.
Local Market Snapshot
20
Businesses listed
4.6★
Avg rating
11
Avg reviews
Jun 13, 2026
Last updated
Top Rated Financial Advisors
Trusted by dozens of clients, this Boulder financial advisor holds a flawless 5.0-star rating.
4430 Arapahoe Ave Ste 120, Boulder, CO 80303, USATop-rated Boulder financial advisor with a perfect 5.0-star rating from 50 reviews.
4450 Arapahoe Ave, Boulder, CO 80303, USARated 5.0 stars from 26 Google reviews, trusted by many clients.
1909 26th St STE 1B, Boulder, CO 80302, USAFinancial Advisors Rankings in Boulder, CO
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Colorado Capital Management4430 Arapahoe Ave Ste 120, Boulder, CO 80303, USA | 5.0★ | 53 |
| #2 | InSight Financial Planners4450 Arapahoe Ave, Boulder, CO 80303, USA | 5.0★ | 50 |
| #3 | Bloom Wealth Advisors1909 26th St STE 1B, Boulder, CO 80302, USA | 5.0★ | 26 |
| #4 | Welch Financial Planning & Insurance1790 38th St Suite 205, Boulder, CO 80301, USA | 5.0★ | 11 |
| #5 | AIO Fee Only Financial Advisors4845 Pearl E Cir #101, Boulder, CO 80301, USA | 4.9★ | 11 |
| #6 | BlueBird Advisory4845 Pearl E Cir #101, Boulder, CO 80301, USA | 4.9★ | 9 |
| #7 | Financial Steward Associates, LLC1790 38th St Suite 101, Boulder, CO 80301, USA | 4.0★ | 4 |
| #8 | Northwestern Mutual - Justin Halverson4875 Pearl E Cir # 200, Boulder, CO 80301, USA | 5.0★ | 3 |
| #9 | Colorado Financial Management4840 Pearl E Cir #300e, Boulder, CO 80301, USA | 3.7★ | 3 |
| #10 | Brightside Wealth Advisors - Ameriprise Financial Services, LLC1738 Pearl St Suite 300, Boulder, CO 80302, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Boulder
Trusted Boulder financial advisor with a perfect 5.0-star rating from 11 reviews.
1790 38th St Suite 205, Boulder, CO 80301, USA
Boulder financial advisor with a 4.9-star rating from 11 Google reviews.
4845 Pearl E Cir #101, Boulder, CO 80301, USA
Rated 4.9 stars from 9 Google reviews, this Boulder financial advisor earns exceptional client trust.
4845 Pearl E Cir #101, Boulder, CO 80301, USA
Consistently rated 4.0 stars from a handful of client reviews in Boulder.
1790 38th St Suite 101, Boulder, CO 80301, USA
Earns a perfect 5.0-star rating from a handful of Google reviews.
4875 Pearl E Cir # 200, Boulder, CO 80301, USA
Boulder financial advisor with a 3.7-star rating based on 3 Google reviews.
4840 Pearl E Cir #300e, Boulder, CO 80301, USA
Top-rated local financial advisor with a perfect 5.0 score from 2 reviews.
1738 Pearl St Suite 300, Boulder, CO 80302, USA
Rated 5.0 stars from a handful of Google reviews in Boulder.
4450 Arapahoe Ave #100, Boulder, CO 80303, USA
Exceptional 5.0-star rating from a small number of Google reviews.
4440 Arapahoe Ave Ste 120, Boulder, CO 80303, USA
This financial advisor has not yet received any Google reviews.
1738 Pearl St Suite 300, Boulder, CO 80302, USA
Mixed 3.0-star rating based on 6 Google reviews offers limited customer insight.
1800 Broadway #120, Boulder, CO 80302, USA
Rated 5.0 stars from one review in Boulder, Colorado.
4875 Pearl E Cir # 200, Boulder, CO 80301, USA
This local financial advisor has no customer reviews yet to reference.
5377 Manhattan Cir #202, Boulder, CO 80303, USA
A local financial advisor in Boulder with no customer reviews on Google yet.
921 Walnut St 1st Floor, Boulder, CO 80302, USA
Boulder financial advisor with a 3.0-star rating from 2 Google reviews.
2595 Canyon Blvd STE 320, Boulder, CO 80302, USA
Rated 5.0 stars from 1 Google review, reflecting exceptional client satisfaction.
1301 Canyon Blvd #220, Boulder, CO 80302, USA
5.0 stars from a handful of Google reviews in Boulder, CO.
2595 Canyon Blvd STE 220, Boulder, CO 80302, USA
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Financial Advisors in Boulder, CO — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Colorado Capital Management | 80/100 | 5.0 ★ | 53 |
| 2 | InSight Financial Planners | 80/100 | 5.0 ★ | 50 |
| 3 | Bloom Wealth Advisors | 76/100 | 5.0 ★ | 26 |
| 4 | Welch Financial Planning & Insurance | 72/100 | 5.0 ★ | 11 |
| 5 | AIO Fee Only Financial Advisors | 70/100 | 4.9 ★ | 11 |
| 6 | BlueBird Advisory | 69/100 | 4.9 ★ | 9 |
| 7 | Financial Steward Associates, LLC | 50/100 | 4.0 ★ | 4 |
| 8 | Northwestern Mutual - Justin Halverson | 66/100 | 5.0 ★ | 3 |
| 9 | Colorado Financial Management | 44/100 | 3.7 ★ | 3 |
| 10 | Brightside Wealth Advisors - Ameriprise Financial Services, LLC | 64/100 | 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 Boulder
What is a fiduciary financial advisor and why does it matter in Boulder?
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 Boulder, 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 Boulder?
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 13, 2026.
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