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Financial Advisors in Lakewood, CO — Free Estimates
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As of May 2026, RatingsNearMe ranks 19 financial advisors in Lakewood, CO by verified customer ratings and review volume. The highest-rated is BAM Advisory Group with a 4.9-star rating from 65 verified reviews. Also in the top tier: WealthClarity | Capital Management and Complete Spectrum Financial Services, LLC.. The average rating across all listed financial advisors in Lakewood is 5 stars from 12 reviews per business on average.
Financial advisors in Lakewood 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
19
Businesses listed
5★
Avg rating
12
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
BAM Advisory Group
165 S Union Blvd STE 675, Lakewood, CO 80228, USA
WealthClarity | Capital Management
1746 Cole Blvd STE 225, Lakewood, CO 80401, USA
Complete Spectrum Financial Services, LLC.
7990 W Alameda Ave, Lakewood, CO 80226, USA
Financial Advisors Rankings in Lakewood, CO
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | BAM Advisory Group165 S Union Blvd STE 675, Lakewood, CO 80228, USA | 4.9★ | 65 |
| #2 | WealthClarity | Capital Management1746 Cole Blvd STE 225, Lakewood, CO 80401, USA | 5.0★ | 30 |
| #3 | Complete Spectrum Financial Services, LLC.7990 W Alameda Ave, Lakewood, CO 80226, USA | 5.0★ | 38 |
| #4 | Summit Wealth Group141 Union Blvd #270, Lakewood, CO 80228, USA | 5.0★ | 15 |
| #5 | AlignPoint Wealth - Financial Advisor Lakewood355 S Teller St STE 200, Lakewood, CO 80226, USA | 5.0★ | 3 |
| #6 | Gaia Wealth Management10600 W Alameda Ave Suite 200, Lakewood, CO 80226, USA | 4.9★ | 19 |
| #7 | JH Advisers550 S Wadsworth Blvd #401, Lakewood, CO 80226, USA | 5.0★ | 17 |
| #8 | JH Advisers With FUEL Financial550 S Wadsworth Blvd, Lakewood, CO 80226, USA | 5.0★ | 1 |
| #9 | The Guardian Group1819 Denver W Dr Suite 205, Lakewood, CO 80401, USA | 4.9★ | 16 |
| #10 | Personal Benefit Financial | Advisory870 Kipling St A, Lakewood, CO 80215, USA | 5.0★ | 3 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Lakewood
Summit Wealth Group
141 Union Blvd #270, Lakewood, CO 80228, USA
AlignPoint Wealth - Financial Advisor Lakewood
355 S Teller St STE 200, Lakewood, CO 80226, USA
Gaia Wealth Management
10600 W Alameda Ave Suite 200, Lakewood, CO 80226, USA
JH Advisers
550 S Wadsworth Blvd #401, Lakewood, CO 80226, USA
JH Advisers With FUEL Financial
550 S Wadsworth Blvd, Lakewood, CO 80226, USA
The Guardian Group
1819 Denver W Dr Suite 205, Lakewood, CO 80401, USA
Personal Benefit Financial | Advisory
870 Kipling St A, Lakewood, CO 80215, USA
Financial Security Management
2535 S Lewis Way STE 201, Lakewood, CO 80227, USA
Legacy Wealth Partners, LLC
215 Union Blvd # 215, Lakewood, CO 80228, USA
Edward Jones - Financial Advisor: Guy Miller, CFP®
141 Union Blvd #470, Lakewood, CO 80228, USA
Edward Jones - Financial Advisor: Jason M Shade, AAMS®
445 Union Blvd Suite 305, Lakewood, CO 80228, USA
Edward Jones - Financial Advisor: Deanna Pickman, CFP®|AAMS®
165 S Union Blvd Ste 705, Lakewood, CO 80228, USA
Peak Advisory Group LLC
225 Union Blvd #150, Lakewood, CO 80228, USA
Longwise Wealth Partners
825 Simms St, Lakewood, CO 80401, USA
Edward Jones - Financial Advisor: Joshua T Caucutt, CFP®
710 Kipling St STE 407, Lakewood, CO 80215, USA
Edward Jones - Financial Advisor: Chris Kruger, CFP®|CEPA®
12596 W Bayaud Ave # 380, Lakewood, CO 80228, USA
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Frequently Asked Questions — Financial Advisors in Lakewood
What is a fiduciary financial advisor and why does it matter in Lakewood?
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 Lakewood, 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 Lakewood?
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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