Near You · Longmont
Financial Advisors Near You in Longmont, CO
Find financial advisors close to you in Longmont. All results are sorted by proximity and rated by real local customers.
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 Oliver Asset Management with a 4.8-star rating from 16 Google reviews and an RNM Score of 74/100. Also in the top tier: Vivant Financial Services 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
Top-rated Longmont financial advisor with a 4.8-star average from 16 reviews.
1729 Terry St, Longmont, CO 80501, USAExceptional 5.0-star rating from initial client reviews in Longmont.
940 Kimbark St UNIT 3, Longmont, CO 80501, USA5.0 stars from 9 reviews, reflecting exceptional client satisfaction.
4621 Prairie River Ct, Longmont, CO 80504, USAFinancial Advisors Rankings in Longmont, CO
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Oliver Asset Management1729 Terry St, Longmont, CO 80501, USA | 4.8★ | 16 |
| #2 | Vivant Financial Services940 Kimbark St UNIT 3, Longmont, CO 80501, USA | 5.0★ | 2 |
| #3 | Suko Financial Group4621 Prairie River Ct, Longmont, CO 80504, USA | 5.0★ | 9 |
| #4 | Edward Jones - Financial Advisor: John F McLean, CFP®|AAMS®|CRPC™|CRPS™636 Coffman St STE 202, Longmont, CO 80501, USA | 5.0★ | 4 |
| #5 | Main Street Investments, Inc.600 Kimbark St #100, Longmont, CO 80501, USA | 5.0★ | 3 |
| #6 | Hattig Financial Company710 Tenacity Dr #101, Longmont, CO 80504, USA | 5.0★ | 2 |
| #7 | Edward Jones - Financial Advisor: Bill Stone, CFP®|ChFC®|CEPA®|AAMS®2050 Terry St STE 201, Longmont, CO 80501, USA | 5.0★ | 2 |
| #8 | Thrivent Financial - Front Range Group1325 Dry Creek Dr, Longmont, CO 80503, USA | — | — |
| #9 | Sawyer Financial710 Tenacity Dr #101, Longmont, CO 80504, USA | 5.0★ | 2 |
| #10 | Raymond James Financial Services401 Main St, 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
Rated 5.0 stars from 4 Google reviews, this Longmont advisor is highly regarded.
636 Coffman St STE 202, Longmont, CO 80501, USA
Rated 5.0 stars from 3 Google reviews for financial advising in Longmont.
600 Kimbark St #100, Longmont, CO 80501, USA
Rated 5.0 stars from two Google reviews, reflecting exceptional client satisfaction.
710 Tenacity Dr #101, Longmont, CO 80504, USA
Trusted by clients for exceptional 5.0-star service based on early reviews.
2050 Terry St STE 201, Longmont, CO 80501, USA
Currently unrated, as this Longmont financial advisor has no Google reviews yet.
1325 Dry Creek Dr, Longmont, CO 80503, USA
Longmont financial advisor with a flawless 5.0-star rating from early clients.
710 Tenacity Dr #101, Longmont, CO 80504, USA
Rated 5.0 stars from a small number of Google reviews.
401 Main St, Longmont, CO 80501, USA
5.0 stars from 1 Google review, reflecting perfect client satisfaction.
2187 Steppe Dr, Longmont, CO 80504, USA
No reviews yet for this Longmont financial advisor; check back for client feedback.
275 S Main St Suite 203, Longmont, CO 80501, USA
No online reviews yet; consider reaching out to learn about services.
2011 100 Year Party Ct Unit 3, Longmont, CO 80504, USA
5.0 stars from 10 Google reviews, reflecting exceptional local client satisfaction.
2307 Dillon Way, Longmont, CO 80504, USA
5.0 stars from 28 reviews, reflecting exceptional client satisfaction in Longmont.
720 100 Year Party Ct Suite 300, Longmont, CO 80504, USA
5.0 stars from 1 review, reflecting exceptional client satisfaction in Longmont.
2350 17th Ave STE 200, Longmont, CO 80503, USA
No client reviews yet, offering financial advisor services in Longmont.
1325 Dry Creek Dr STE 200, Longmont, CO 80503, USA
Rated 4.2 stars from 5 Google reviews, this Longmont financial advisor is well-regarded.
8350 Colorado Blvd #130, Longmont, CO 80504, USA
A local financial advisor in Longmont, CO, with a perfect 5.0★ rating from 1 review.
750 17th Ave #1, Longmont, CO 80501, USA
5.0★ rating from early clients reflects exceptional local financial guidance.
1630 Dry Creek Dr Suite 101, Longmont, CO 80503, USA
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Financial Advisors in Longmont, CO — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Oliver Asset Management | 74/100 | 4.8 ★ | 16 |
| 2 | Vivant Financial Services | 76/100 | 5.0 ★ | 2 |
| 3 | Suko Financial Group | 74/100 | 5.0 ★ | 9 |
| 4 | Edward Jones - Financial Advisor: John F McLean, CFP®|AAMS®|CRPC™|CRPS™ | 67/100 | 5.0 ★ | 4 |
| 5 | Main Street Investments, Inc. | 66/100 | 5.0 ★ | 3 |
| 6 | Hattig Financial Company | 64/100 | 5.0 ★ | 2 |
| 7 | Edward Jones - Financial Advisor: Bill Stone, CFP®|ChFC®|CEPA®|AAMS® | 64/100 | 5.0 ★ | 2 |
| 8 | Thrivent Financial - Front Range Group | 15/100 | — | 0 |
| 9 | Sawyer Financial | 64/100 | 5.0 ★ | 2 |
| 10 | Raymond James Financial Services | 65/100 | 5.0 ★ | 1 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
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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.
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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: June 10, 2026.
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