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Financial Advisors in Highlands Ranch, CO — Free Estimates
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As of May 2026, RatingsNearMe ranks 18 financial advisors in Highlands Ranch, CO by verified customer ratings and review volume. The highest-rated is "Save Smart College Funding & Planning, Inc" with a 5.0-star rating from 143 verified reviews. Also in the top tier: Lord and Richards and Vertex Financial Group, Inc.. The average rating across all listed financial advisors in Highlands Ranch is 4.8 stars from 23 reviews per business on average.
Financial advisors in Highlands Ranch 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
18
Businesses listed
4.8★
Avg rating
23
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
"Save Smart College Funding & Planning, Inc"
10221 Kentley Hills, Highlands Ranch, CO 80126, USA
Lord and Richards
8744 Kendrick Castillo Way Ste. 100, Highlands Ranch, CO 80129, USA
Vertex Financial Group, Inc.
640 Plaza Dr #120, Highlands Ranch, CO 80129, USA
Financial Advisors Rankings in Highlands Ranch, CO
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | "Save Smart College Funding & Planning, Inc"10221 Kentley Hills, Highlands Ranch, CO 80126, USA | 5.0★ | 143 |
| #2 | Lord and Richards8744 Kendrick Castillo Way Ste. 100, Highlands Ranch, CO 80129, USA | 4.9★ | 98 |
| #3 | Vertex Financial Group, Inc.640 Plaza Dr #120, Highlands Ranch, CO 80129, USA | 4.7★ | 39 |
| #4 | Mariner8871 Ridgeline Blvd #100, Highlands Ranch, CO 80129, USA | 4.0★ | 9 |
| #5 | Roots First Financial1745 Shea Center Dr 4th Floor, Highlands Ranch, CO 80129, USA | 5.0★ | 13 |
| #6 | Endurance Wealth Planning10700 Stonington St, Highlands Ranch, CO 80126, USA | 5.0★ | 1 |
| #7 | Rosel Wealth Management1805 Shea Center Dr Suite 420, Highlands Ranch, CO 80129, USA | 5.0★ | 31 |
| #8 | Carson Wealth300 Plaza Dr #300, Highlands Ranch, CO 80129, USA | 4.8★ | 18 |
| #9 | Edward Jones - Financial Advisor: Erik Niemeier, CFP®|AAMS®4185 E Wildcat Reserve Pkwy #301, Highlands Ranch, CO 80126, USA | 5.0★ | 3 |
| #10 | McMannis Wealth LLC1745 Shea Center Dr Suite 459, Highlands Ranch, CO 80129, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Highlands Ranch
Mariner
8871 Ridgeline Blvd #100, Highlands Ranch, CO 80129, USA
Roots First Financial
1745 Shea Center Dr 4th Floor, Highlands Ranch, CO 80129, USA
Endurance Wealth Planning
10700 Stonington St, Highlands Ranch, CO 80126, USA
Rosel Wealth Management
1805 Shea Center Dr Suite 420, Highlands Ranch, CO 80129, USA
Carson Wealth
300 Plaza Dr #300, Highlands Ranch, CO 80129, USA
Edward Jones - Financial Advisor: Erik Niemeier, CFP®|AAMS®
4185 E Wildcat Reserve Pkwy #301, Highlands Ranch, CO 80126, USA
McMannis Wealth LLC
1745 Shea Center Dr Suite 459, Highlands Ranch, CO 80129, USA
U.S. Bancorp Advisors - Financial Advisors: Highlands Ranch
9376 S University Blvd, Highlands Ranch, CO 80126, USA
Edward Jones - Financial Advisor: Jon A Rager, CFP®
1745 Shea Center Dr Suite 140, Highlands Ranch, CO 80129, USA
Damian Walsh - Private Wealth Advisor, Ameriprise Financial Services, LLC
640 Plaza Dr Suite 220, Highlands Ranch, CO 80129, USA
Charter Financial Resources
9335 Commerce Center St UNIT B5, Highlands Ranch, CO 80129, USA
Edward Jones - Financial Advisor: Dustin Friend
66 Springer Dr #304, Highlands Ranch, CO 80129, USA
Resnn Investments, LLC
2651 Hunters Pl, Highlands Ranch, CO 80129, USA
Kirsch Wealth Advisors
8191 Southpark Ln UNIT 110, Littleton, CO 80120, USA
Edward Jones - Financial Advisor: Nick Halpin, CFP®|AAMS®|CRPC™
26 W Dry Creek Cir Suite 360, Littleton, CO 80120, USA
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Frequently Asked Questions — Financial Advisors in Highlands Ranch
What is a fiduciary financial advisor and why does it matter in Highlands Ranch?
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 Highlands Ranch, 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 Highlands Ranch?
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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