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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 9, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Boulder, Colorado is home to a variety of financial advisory firms that offer investment management, financial planning, and other wealth management services to local residents. When searching for a financial advisor in the area, consumers should consider factors such as the advisor's credentials, areas of expertise, and fee structure.
- ✓Diverse range of financial advisory firms in Boulder, CO
- ✓Services include investment management, financial planning, and wealth management
- ✓Consumers should research an advisor's qualifications and fee structure
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.
How to Choose a Financial Advisor in Boulder
What to look for
- • Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) certification
- • Fiduciary duty to act in your best interest
- • Experience working with clients in your life stage and financial situation
- • Fee-only compensation structure (no 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
- ⚠ Pushes proprietary investment products or high-commission annuities
- ⚠ Lacks transparency about fees and compensation
- ⚠ Cannot clearly explain their investment strategy and decision-making process
In Colorado, financial advisors must be registered as investment advisor representatives and hold appropriate licenses and insurance. Verify their credentials and standing with the Colorado Division of Securities.
Local Market Snapshot
20
Businesses listed
4.6★
Avg rating
11
Avg reviews
Jun 9, 2026
Last updated
Top Rated Financial Advisors
Financial 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 | Morgan Stanley Financial Advisors1800 Broadway #120, Boulder, CO 80302, USA | 3.0★ | 6 |
| #5 | Edward Jones - Financial Advisor: Janelle R Frasier, AAMS®|CSRIC®5377 Manhattan Cir #202, Boulder, CO 80303, USA | — | — |
| #6 | Rise Financial Planning4875 Pearl E Cir # 200, Boulder, CO 80301, USA | 5.0★ | 1 |
| #7 | Merrill Lynch Wealth Management921 Walnut St 1st Floor, Boulder, CO 80302, USA | — | — |
| #8 | Boulder Wealth Advisors2595 Canyon Blvd STE 220, Boulder, CO 80302, USA | 5.0★ | 1 |
| #9 | Colorado Financial Management4840 Pearl E Cir #300e, Boulder, CO 80301, USA | 3.7★ | 3 |
| #10 | AIO Fee Only Financial Advisors4845 Pearl E Cir #101, Boulder, CO 80301, USA | 4.9★ | 11 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Boulder
1800 Broadway #120, Boulder, CO 80302, USA
5377 Manhattan Cir #202, Boulder, CO 80303, USA
921 Walnut St 1st Floor, Boulder, CO 80302, USA
4840 Pearl E Cir #300e, Boulder, CO 80301, USA
4845 Pearl E Cir #101, Boulder, CO 80301, USA
1738 Pearl St Suite 300, Boulder, CO 80302, USA
1790 38th St Suite 101, Boulder, CO 80301, USA
1301 Canyon Blvd #220, Boulder, CO 80302, USA
4440 Arapahoe Ave Ste 120, Boulder, CO 80303, USA
1790 38th St Suite 205, Boulder, CO 80301, USA
2595 Canyon Blvd STE 320, Boulder, CO 80302, USA
4875 Pearl E Cir # 200, Boulder, CO 80301, USA
1738 Pearl St Suite 300, 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 | Morgan Stanley Financial Advisors | 35/100 | 3.0 ★ | 6 |
| 5 | Edward Jones - Financial Advisor: Janelle R Frasier, AAMS®|CSRIC® | 3/100 | — | 0 |
| 6 | Rise Financial Planning | 62/100 | 5.0 ★ | 1 |
| 7 | Merrill Lynch Wealth Management | 3/100 | — | 0 |
| 8 | Boulder Wealth Advisors | 62/100 | 5.0 ★ | 1 |
| 9 | Colorado Financial Management | 44/100 | 3.7 ★ | 3 |
| 10 | AIO Fee Only Financial Advisors | 70/100 | 4.9 ★ | 11 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
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 9, 2026.
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