Local Pros · Littleton
Local Financial Advisors in Littleton, CO
Locally owned and operated financial advisors serving Littleton and the surrounding area. Supporting local businesses means faster response and accountability.
As of May 2026, RatingsNearMe ranks 14 financial advisors in Littleton, CO by verified customer ratings and review volume. The highest-rated is Five Rings Financial with a 4.7-star rating from 43 verified reviews. Also in the top tier: Carson Wealth and Retirement Architects LLC. The average rating across all listed financial advisors in Littleton is 4.9 stars from 8 reviews per business on average.
Financial advisors in Littleton 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
14
Businesses listed
4.9★
Avg rating
8
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Five Rings Financial
10268 Centennial Rd, Littleton, CO 80127, USA
Carson Wealth
13976 W Bowles Ave # 200, Littleton, CO 80127, USA
Retirement Architects LLC
1520 W Canal Ct # 240, Littleton, CO 80120, USA
Financial Advisors Rankings in Littleton, CO
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Five Rings Financial10268 Centennial Rd, Littleton, CO 80127, USA | 4.7★ | 43 |
| #2 | Carson Wealth13976 W Bowles Ave # 200, Littleton, CO 80127, USA | 5.0★ | 18 |
| #3 | Retirement Architects LLC1520 W Canal Ct # 240, Littleton, CO 80120, USA | 4.7★ | 21 |
| #4 | EP Wealth Advisors8081 Shaffer Pkwy STE 4, Littleton, CO 80127, USA | 5.0★ | 1 |
| #5 | Edward Jones - Financial Advisor: Britton Allison, CFP®|ChFC®|AAMS®|CRPC™26 W Dry Creek Cir Suite 360, Littleton, CO 80120, USA | 5.0★ | 1 |
| #6 | Garrison Financial Group - Raymond James2516 Main St, Littleton, CO 80120, USA | 5.0★ | 1 |
| #7 | Financial Planning Group10390 W Bradford Rd # 213, Littleton, CO 80127, USA | 4.9★ | 7 |
| #8 | Edward Jones - Financial Advisor: Kevin D O'Connor2330 Main St, Littleton, CO 80120, USA | 4.7★ | 3 |
| #9 | Jay Financial Group, Inc.5601 S Broadway Ste 404, Littleton, CO 80121, USA | 5.0★ | 3 |
| #10 | Loveday Caruso Wealth Management Group - Ameriprise Financial Services, LLC8191 Southpark Ln UNIT 103, Littleton, CO 80120, USA | 5.0★ | 3 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Littleton
EP Wealth Advisors
8081 Shaffer Pkwy STE 4, Littleton, CO 80127, USA
Edward Jones - Financial Advisor: Britton Allison, CFP®|ChFC®|AAMS®|CRPC™
26 W Dry Creek Cir Suite 360, Littleton, CO 80120, USA
Garrison Financial Group - Raymond James
2516 Main St, Littleton, CO 80120, USA
Financial Planning Group
10390 W Bradford Rd # 213, Littleton, CO 80127, USA
Edward Jones - Financial Advisor: Kevin D O'Connor
2330 Main St, Littleton, CO 80120, USA
Jay Financial Group, Inc.
5601 S Broadway Ste 404, Littleton, CO 80121, USA
Loveday Caruso Wealth Management Group - Ameriprise Financial Services, LLC
8191 Southpark Ln UNIT 103, Littleton, CO 80120, USA
South Platte Investments & Planning
2679 Main St STE 202, Littleton, CO 80120, USA
Edward Jones - Financial Advisor: Jason C Bely, CFP®
10789 W Bradford Rd Suite 220, Littleton, CO 80127, USA
Enlightened Wealth Services, LLC
7780 S Fenton St, Littleton, CO 80128, USA
Edward Jones - Financial Advisor: Gary V Dorsheimer, CRPC™
7681 Shaffer Pkwy STE A, Littleton, CO 80127, USA
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Frequently Asked Questions — Financial Advisors in Littleton
What is a fiduciary financial advisor and why does it matter in Littleton?
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 Littleton, 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 Littleton?
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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