Highest Rated · Westminster
Top-Rated Financial Advisors in Westminster, CO
Every business ranked by real customer ratings. The pros at the top earned it — through consistent service, not advertising spend.
As of May 2026, RatingsNearMe ranks 13 financial advisors in Westminster, CO by verified customer ratings and review volume. The highest-rated is APO Financial with a 4.6-star rating from 50 verified reviews. Also in the top tier: CayDen Wealth Management and Kendra Johnson- Financial Framework, LLC. The average rating across all listed financial advisors in Westminster is 4.8 stars from 9 reviews per business on average.
Financial advisors in Westminster 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
13
Businesses listed
4.8★
Avg rating
9
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
APO Financial
10155 Westmoor Dr Suite 125, Westminster, CO 80021, USA
CayDen Wealth Management
8181 Arista Pl Suite 100, Broomfield, CO 80021, USA
Kendra Johnson- Financial Framework, LLC
8774 Yates Dr #308, Westminster, CO 80031, USA
Financial Advisors Rankings in Westminster, CO
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | APO Financial10155 Westmoor Dr Suite 125, Westminster, CO 80021, USA | 4.6★ | 50 |
| #2 | CayDen Wealth Management8181 Arista Pl Suite 100, Broomfield, CO 80021, USA | 5.0★ | 20 |
| #3 | Kendra Johnson- Financial Framework, LLC8774 Yates Dr #308, Westminster, CO 80031, USA | 5.0★ | 13 |
| #4 | Strategic Wealth Designers11030 Circle Point Rd Suite 140, Westminster, CO 80020, USA | 5.0★ | 4 |
| #5 | Mountain Capital Investment Advisors12235 N Pecos St #100, Westminster, CO 80234, USA | 5.0★ | 3 |
| #6 | Worth Retirement Advisors1870 W 122nd Ave #600, Westminster, CO 80234, USA | 5.0★ | 7 |
| #7 | Townsend2761 W 120th Ave #200, Westminster, CO 80234, USA | 4.0★ | 3 |
| #8 | Claire Mork - Edelman Financial Engines1120 W 122nd Ave #300, Westminster, CO 80234, USA | 5.0★ | 9 |
| #9 | Edward Jones - Financial Advisor: Matte Simmons, CFP®8825 Eaton St, Westminster, CO 80031, USA | 5.0★ | 1 |
| #10 | Millennial Wealth Management2095 W 6th Ave Ste 112, Broomfield, CO 80020, USA | 5.0★ | 4 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Westminster
Strategic Wealth Designers
11030 Circle Point Rd Suite 140, Westminster, CO 80020, USA
Mountain Capital Investment Advisors
12235 N Pecos St #100, Westminster, CO 80234, USA
Worth Retirement Advisors
1870 W 122nd Ave #600, Westminster, CO 80234, USA
Townsend
2761 W 120th Ave #200, Westminster, CO 80234, USA
Claire Mork - Edelman Financial Engines
1120 W 122nd Ave #300, Westminster, CO 80234, USA
Edward Jones - Financial Advisor: Matte Simmons, CFP®
8825 Eaton St, Westminster, CO 80031, USA
Millennial Wealth Management
2095 W 6th Ave Ste 112, Broomfield, CO 80020, USA
Edward Jones - Financial Advisor: Jeffrey S Swingle, ChFC®|RICP®|AAMS®
11265 Decatur St Ranch Reserve Plaza, 2 #500, Westminster, CO 80234, USA
Edward Jones - Financial Advisor: Ryan M Cox, ChFC®|CEPA®
14697 Delaware St Suite 240A, Westminster, CO 80023, USA
Western Wealth Advisors
14143 Denver W Pkwy #450, Golden, CO 80401, USA
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Frequently Asked Questions — Financial Advisors in Westminster
What is a fiduciary financial advisor and why does it matter in Westminster?
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 Westminster, 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 Westminster?
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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