Top Picks · Longmont
Best Financial Advisors in Longmont, CO
Rated and reviewed by real customers. Compare prices, read reviews, and call the top pros near you — for free.
As of June 2026, RatingsNearMe ranks 20 financial advisors in Longmont, CO by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is MY Wealth Planners with a 5.0-star rating from 28 Google reviews and an RNM Score of 77/100. Also in the top tier: Oliver Asset Management and Suko Financial Group. The average rating across all listed financial advisors in Longmont is 4.9 stars from 6 reviews per business on average.
Financial advisors in Longmont typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 10, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Longmont, Colorado is home to a variety of financial advisor services, including investment management, retirement planning, and wealth management. Consumers in the area should research local advisors' credentials, services, and fees when selecting a financial advisor to work with.
- ✓Longmont has financial advisors offering investment management, retirement planning, and wealth management services
- ✓Consumers should research local advisors' credentials, services, and fees when selecting a financial advisor
- ✓Top financial advisor businesses in Longmont include Edward Jones, Raymond James Financial Services, and Oliver Asset Management
Best Overall
Edward Jones - Financial Advisor: Luke Gray, CFP®|ChFC®|ABFP®|AAMS®|CRPC™|CKA®
Luke Gray holds multiple professional designations demonstrating comprehensive expertise in financial planning and investment management.
Most Reviewed
Edward Jones - Financial Advisor: Chris Gillard
Chris Gillard has accumulated the largest number of client reviews among the listed advisors, reflecting strong community recognition and client engagement.
When choosing a financial advisor in Longmont, verify their fiduciary status and fee structure, and consider interviewing multiple advisors to ensure their approach aligns with your financial goals.
How to Choose a Financial Advisor in Longmont
What to look for
- • Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) certification
- • Fiduciary duty to act in your best interest
- • Experience advising clients in Longmont, CO or the surrounding area
- • 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 existing Longmont-area clients?
Red flags
- ⚠ Pushy sales tactics or high-pressure recommendations
- ⚠ Lack of transparency around fees and compensation
- ⚠ Disciplinary actions or customer complaints
In Colorado, financial advisors must be registered with the state Division of Securities and hold appropriate licenses and insurance. Verify an advisor's credentials and standing before engaging their services.
Local Market Snapshot
20
Businesses listed
4.9★
Avg rating
6
Avg reviews
Jun 10, 2026
Last updated
Top Rated Financial Advisors
5.0 stars from 28 reviews, reflecting exceptional client satisfaction in Longmont.
720 100 Year Party Ct Suite 300, Longmont, CO 80504, USATop-rated Longmont financial advisor with a 4.8-star average from 16 reviews.
1729 Terry St, Longmont, CO 80501, USAFinancial Advisors Rankings in Longmont, CO
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | MY Wealth Planners720 100 Year Party Ct Suite 300, Longmont, CO 80504, USA | 5.0★ | 28 |
| #2 | Oliver Asset Management1729 Terry St, Longmont, CO 80501, USA | 4.8★ | 16 |
| #3 | Suko Financial Group4621 Prairie River Ct, Longmont, CO 80504, USA | 5.0★ | 9 |
| #4 | Hattig Financial Company710 Tenacity Dr #101, Longmont, CO 80504, USA | 5.0★ | 2 |
| #5 | Momentum Financial Planning LLC2307 Dillon Way, Longmont, CO 80504, USA | 5.0★ | 10 |
| #6 | Edward Jones - Financial Advisor: Bill Stone, CFP®|ChFC®|CEPA®|AAMS®2050 Terry St STE 201, Longmont, CO 80501, USA | 5.0★ | 2 |
| #7 | Main Street Investments, Inc.600 Kimbark St #100, Longmont, CO 80501, USA | 5.0★ | 3 |
| #8 | Edward Jones - Financial Advisor: John F McLean, CFP®|AAMS®|CRPC™|CRPS™636 Coffman St STE 202, Longmont, CO 80501, USA | 5.0★ | 4 |
| #9 | Vivant Financial Services940 Kimbark St UNIT 3, Longmont, CO 80501, USA | 5.0★ | 2 |
| #10 | Edward Jones - Financial Advisor: Luke Gray, CFP®|ChFC®|ABFP®|AAMS®|CRPC™|CKA®750 17th Ave #1, Longmont, CO 80501, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Longmont
2307 Dillon Way, Longmont, CO 80504, USA
2050 Terry St STE 201, Longmont, CO 80501, USA
600 Kimbark St #100, Longmont, CO 80501, USA
636 Coffman St STE 202, Longmont, CO 80501, USA
940 Kimbark St UNIT 3, Longmont, CO 80501, USA
750 17th Ave #1, Longmont, CO 80501, USA
2011 100 Year Party Ct Unit 3, Longmont, CO 80504, USA
2187 Steppe Dr, Longmont, CO 80504, USA
401 Main St, Longmont, CO 80501, USA
1325 Dry Creek Dr, Longmont, CO 80503, USA
275 S Main St Suite 203, Longmont, CO 80501, USA
1630 Dry Creek Dr Suite 101, Longmont, CO 80503, USA
2350 17th Ave STE 200, Longmont, CO 80503, USA
1325 Dry Creek Dr STE 200, Longmont, CO 80503, USA
8350 Colorado Blvd #130, Longmont, CO 80504, USA
Get Free Quotes
We'll connect you with the top financial advisors in Longmont, CO.
Financial Advisors in Longmont, CO — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | MY Wealth Planners | 77/100 | 5.0 ★ | 28 |
| 2 | Oliver Asset Management | 74/100 | 4.8 ★ | 16 |
| 3 | Suko Financial Group | 74/100 | 5.0 ★ | 9 |
| 4 | Hattig Financial Company | 64/100 | 5.0 ★ | 2 |
| 5 | Momentum Financial Planning LLC | 71/100 | 5.0 ★ | 10 |
| 6 | Edward Jones - Financial Advisor: Bill Stone, CFP®|ChFC®|CEPA®|AAMS® | 64/100 | 5.0 ★ | 2 |
| 7 | Main Street Investments, Inc. | 66/100 | 5.0 ★ | 3 |
| 8 | Edward Jones - Financial Advisor: John F McLean, CFP®|AAMS®|CRPC™|CRPS™ | 67/100 | 5.0 ★ | 4 |
| 9 | Vivant Financial Services | 76/100 | 5.0 ★ | 2 |
| 10 | Edward Jones - Financial Advisor: Luke Gray, CFP®|ChFC®|ABFP®|AAMS®|CRPC™|CKA® | 65/100 | 5.0 ★ | 1 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
Get your business on AI — ChatGPT, Perplexity & Google AI
AI assistants increasingly recommend local financial advisors straight from RatingsNearMe. Claim your spot in Longmont to get featured in AI answers, comparison tables, and “best near me” results — where customers are actually searching now.
Frequently Asked Questions — Financial Advisors in Longmont
What is a fiduciary financial advisor and why does it matter in Longmont?
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 Longmont, 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 Longmont?
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.
Financial Advisors in Nearby Cities
Compare top-rated financial advisors in cities near you.
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 10, 2026.
More Home Services in Longmont
Related Searches
More ways to find financial advisors in Longmont
Financial Advisors in nearby cities