Local Pros · Longmont
Local Financial Advisors in Longmont, CO
Locally owned and operated financial advisors serving Longmont and the surrounding area. Supporting local businesses means faster response and accountability.
As of June 2026, RatingsNearMe ranks 20 financial advisors in Longmont, CO by verified customer ratings and review volume. The highest-rated is MY Wealth Planners with a 5.0-star rating from 28 verified reviews. 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 1, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
4.9★
Avg rating
6
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
Financial 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 | Sawyer Financial710 Tenacity Dr #101, Longmont, CO 80504, USA | 5.0★ | 2 |
| #10 | Funderburk Financial2187 Steppe Dr, Longmont, CO 80504, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Longmont
Hattig Financial Company
710 Tenacity Dr #101, Longmont, CO 80504, USA
Momentum Financial Planning LLC
2307 Dillon Way, Longmont, CO 80504, USA
Edward Jones - Financial Advisor: Bill Stone, CFP®|ChFC®|CEPA®|AAMS®
2050 Terry St STE 201, Longmont, CO 80501, USA
Main Street Investments, Inc.
600 Kimbark St #100, Longmont, CO 80501, USA
Edward Jones - Financial Advisor: John F McLean, CFP®|AAMS®|CRPC™|CRPS™
636 Coffman St STE 202, Longmont, CO 80501, USA
Sawyer Financial
710 Tenacity Dr #101, Longmont, CO 80504, USA
Thrivent Financial - Front Range Group
1325 Dry Creek Dr, Longmont, CO 80503, USA
Edward Jones - Financial Advisor: Brad Atkinson, CFP®
1630 Dry Creek Dr Suite 101, Longmont, CO 80503, USA
Vivant Financial Services
940 Kimbark St UNIT 3, Longmont, CO 80501, USA
Edward Jones - Financial Advisor: Luke Gray, CFP®|ChFC®|ABFP®|AAMS®|CRPC™|CKA®
750 17th Ave #1, Longmont, CO 80501, USA
Edward Jones - Financial Advisor: Joshua J Walker
2350 17th Ave STE 200, Longmont, CO 80503, USA
Edward Jones - Financial Advisor: Dave Schreiber, CFP®
1325 Dry Creek Dr STE 200, Longmont, CO 80503, USA
Edward Jones - Financial Advisor: Chris Gillard
8350 Colorado Blvd #130, Longmont, CO 80504, USA
Edward Jones - Financial Advisor: Kevin W Rodriguez, CFP®|AAMS®
2011 100 Year Party Ct Unit 3, Longmont, CO 80504, USA
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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 1, 2026.
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