Verified · Boulder
Trusted Financial Advisors in Boulder, CO
Trust matters when you're inviting a pro into your home or business. These financial advisors in Boulder have earned it through hundreds of verified reviews.
As of May 2026, RatingsNearMe ranks 20 financial advisors in Boulder, CO by verified customer ratings and review volume. The highest-rated is Colorado Capital Management with a 5.0-star rating from 53 verified reviews. 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 May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
4.6★
Avg rating
11
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Colorado Capital Management
4430 Arapahoe Ave Ste 120, Boulder, CO 80303, USA
InSight Financial Planners
4450 Arapahoe Ave, Boulder, CO 80303, USA
Bloom Wealth Advisors
1909 26th St STE 1B, Boulder, CO 80302, USA
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 | Boulder Wealth Advisors2595 Canyon Blvd STE 220, Boulder, CO 80302, USA | 5.0★ | 1 |
| #5 | Colorado Financial Management4840 Pearl E Cir #300e, Boulder, CO 80301, USA | 3.7★ | 3 |
| #6 | AIO Fee Only Financial Advisors4845 Pearl E Cir #101, Boulder, CO 80301, USA | 4.9★ | 11 |
| #7 | Brightside Wealth Advisors - Ameriprise Financial Services, LLC1738 Pearl St Suite 300, Boulder, CO 80302, USA | 5.0★ | 2 |
| #8 | Financial Steward Associates, LLC1790 38th St Suite 101, Boulder, CO 80301, USA | 4.0★ | 4 |
| #9 | Baird Private Wealth Management1301 Canyon Blvd #220, Boulder, CO 80302, USA | 5.0★ | 1 |
| #10 | New West Advisors4450 Arapahoe Ave #100, Boulder, CO 80303, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Boulder
Boulder Wealth Advisors
2595 Canyon Blvd STE 220, Boulder, CO 80302, USA
Colorado Financial Management
4840 Pearl E Cir #300e, Boulder, CO 80301, USA
AIO Fee Only Financial Advisors
4845 Pearl E Cir #101, Boulder, CO 80301, USA
Brightside Wealth Advisors - Ameriprise Financial Services, LLC
1738 Pearl St Suite 300, Boulder, CO 80302, USA
Financial Steward Associates, LLC
1790 38th St Suite 101, Boulder, CO 80301, USA
Baird Private Wealth Management
1301 Canyon Blvd #220, Boulder, CO 80302, USA
New West Advisors
4450 Arapahoe Ave #100, Boulder, CO 80303, USA
Boulder Creek Wealth Management - Ameriprise Financial Services, LLC
4440 Arapahoe Ave Ste 120, Boulder, CO 80303, USA
Welch Financial Planning & Insurance
1790 38th St Suite 205, Boulder, CO 80301, USA
BlueBird Advisory
4845 Pearl E Cir #101, Boulder, CO 80301, USA
Mercer Advisors - Boulder
2595 Canyon Blvd STE 320, Boulder, CO 80302, USA
Northwestern Mutual - Justin Halverson
4875 Pearl E Cir # 200, Boulder, CO 80301, USA
KW Capital Advisors - Ameriprise Financial Services, LLC
1738 Pearl St Suite 300, Boulder, CO 80302, USA
Morgan Stanley Financial Advisors
1800 Broadway #120, Boulder, CO 80302, USA
Edward Jones - Financial Advisor: Janelle R Frasier, AAMS®|CSRIC®
5377 Manhattan Cir #202, Boulder, CO 80303, USA
Rise Financial Planning
4875 Pearl E Cir # 200, Boulder, CO 80301, USA
Merrill Lynch Wealth Management
921 Walnut St 1st Floor, Boulder, CO 80302, USA
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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: May 17, 2026.
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