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Financial Advisors in Aurora, CO: 2026 rankings

473 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Aurora: 1031X, RFA Score 75/100; 5.0★ from 316 Google reviews.

  2. 5

    Most-reviewed: 20/20 Tax Resolution, 892 Google reviews at 4.8★, the most of 473 ranked; ranked #5.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

473 Aurora financial advisors are ranked here by RFA Score, from eight published factors. 70 open Saturdays and 13 open Sundays, based on posted hours. The median Google rating is 4.9★ across 473 rated firms.

Top 10 financial advisors in Aurora at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Aurora at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
11031X755.0★ (316)Denver, 7 mi away—Top score
2GWS&A - Global Wealth Strategies & Associates755.0★ (248)Denver, 6 mi away——
3Colorado Wealth Group745.0★ (177)Denver, 6 mi away——
4Trading Academy - Denver744.7★ (201)Aurora——
520/20 Tax Resolution724.8★ (892)Broomfield, 21 mi away—Most reviews
6Alpha 1 Tax & Wealth Retirement Planning & Financial Advisors724.8★ (172)Denver, 8 mi away——
7Dechtman Wealth Management724.9★ (136)Centennial, 9 mi away——
8"Save Smart College Funding & Planning, Inc"715.0★ (139)Highlands Ranch, 14 mi awaySat · Sun—
9O & G Tax and Accounting Services, LLC714.9★ (154)Lakewood, 13 mi away——
10Berken Cloyes, PC714.8★ (119)Denver, 9 mi away——

All 473 financial advisors in Aurora, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Aurora

    #1 1031X

    Based in Denver, 7 mi away

    75/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 316 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 316 Google reviews
    Hours
    Mon–Fri 6 AM–5 PM · Sat–Sun closed
    Address
    7150 E Hampden Ave #200, Denver, CO 80224
    View profile for 1031X(888) 899-1031

  3. #3 Colorado Wealth Group

    Based in Denver, 6 mi away

    74/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 177 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 177 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    720 Colorado Blvd #700S, Denver, CO 80246
    View profile for Colorado Wealth Group(720) 729-2500

  5. #5 20/20 Tax Resolution

    Based in Broomfield, 21 mi away

    72/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.8★ from 892 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 892 Google reviews
    Hours
    Mon–Fri 7 AM–4 PM · Sat–Sun closed
    Address
    11800 Ridge Pkwy #400, Broomfield, CO 80021
    View profile for 20/20 Tax Resolution(877) 236-1212

  7. #7 Dechtman Wealth Management

    Based in Centennial, 9 mi away

    72/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.9★ from 136 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 136 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–12 PM · Sat–Sun closed
    Address
    5975 S Quebec St #370, Centennial, CO 80111
    View profile for Dechtman Wealth Management(303) 741-9772

  10. #10 Berken Cloyes, PC

    Based in Denver, 9 mi away

    71/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.8★ from 119 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 119 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1159 Delaware St, Denver, CO 80204
    View profile for Berken Cloyes, PC(303) 623-4357

  11. #11 Seed Money Consulting

    Based in Greenwood Village, 8 mi away

    71/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 74 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 74 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    8400 E Prentice Ave Ph 1500, Greenwood Village, CO 80111
    View profile for Seed Money Consulting(720) 255-1108

  12. #12 Colorado Financial Advisors

    Based in Greenwood Village, 8 mi away

    71/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.9★ from 84 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 84 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    8400 E Prentice Ave Ste 800, Greenwood Village, CO 80111
    View profile for Colorado Financial Advisors(720) 642-1296

  16. #16 IPS Strategic Capital

    Based in Denver, 13 mi away

    70/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 100 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 100 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–2 PM · Sat–Sun closed
    Address
    215 S Wadsworth Blvd Ste 540, Denver, CO 80226
    View profile for IPS Strategic Capital(303) 697-3174

  19. #19 Lord and Richards

    Based in Highlands Ranch, 15 mi away

    70/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 104 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 104 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–12 PM · Sat–Sun closed
    Address
    8744 Kendrick Castillo Way Ste. 100, Highlands Ranch, CO 80129
    View profile for Lord and Richards(720) 214-6801

  22. #22 Beacon Pointe Advisors

    Based in Denver, 7 mi away

    70/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.9★ from 52 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 52 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    2000 Colorado Blvd Ste 1150, Denver, CO 80222
    View profile for Beacon Pointe Advisors(303) 832-2300

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 473 ranked financial advisors here; the rest are on their profiles.

financial advisors in Aurora, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Wings Credit Union, previously Ent694.1★ (125)In Aurora
27TimeWise Financial695.0★ (21)In Aurora
28Lifetime Financial Growth - Christopher Wiethe, CFP®, ChFC®695.0★ (20)In Aurora
29Paramount Tax & Accounting CPA's Arvada695.0★ (93)17 mi
30Derek Chambers: Primerica - Financial Services695.0★ (29)4 mi
31Elevating Profits LLC694.9★ (70)12 mi
32Maia Wealth694.9★ (47)9 mi
33Schutte Financial695.0★ (32)7 mi
34Creative Planning695.0★ (36)8 mi
35Wings Credit Union, previously Ent694.3★ (39)In Aurora
36Wings Credit Union, previously Ent694.3★ (36)In Aurora
37Become The Banker684.6★ (69)10 mi
38Allworth Financial685.0★ (30)8 mi
39BAM Advisory Group | Lakewood684.9★ (74)16 mi
40First Command Financial Advisor - Thomas Beuerman684.9★ (15)In Aurora
41Reynolds Financial Group684.9★ (34)8 mi
42Mercer Advisors, LLC - formerly Transitions Wealth Management, LLC685.0★ (28)8 mi
43Beyond Wealth Advisors685.0★ (26)7 mi
44EdgeRock Wealth Management684.9★ (32)8 mi
45Prosperity Personal Finance685.0★ (12)In Aurora
46First Command Financial Advisor - Kenneth Selby685.0★ (12)In Aurora
47FFG (Financial Foundation Group)685.0★ (35)11 mi
48Oak Street Investments685.0★ (28)9 mi
49Triumph Capital Management684.8★ (37)9 mi
50UMB Bank (with drive-thru services)684.4★ (20)In Aurora

Also serving Aurora

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Aurora
BusinessGoogle ratingDistance
BW Financial Planning: Certified Financial Planner Denver5.0★ (1)In Aurora
CAPITAL TAX & ACCOUNTING SERVICES, LLC5.0★ (1)In Aurora
CDP Financial Group, LLC5.0★ (1)In Aurora
Clark Brothers Investments5.0★ (1)In Aurora
Collier FinancialIn Aurora
Drew Brown EnterprisesIn Aurora
Edward Jones - Financial Advisor: Hunter L Blevins, CFP®3.0★ (2)In Aurora
Edward Jones - Financial Advisor: Jordan Downing5.0★ (2)In Aurora
Edward Jones - Financial Advisor: Tim Brown, ChFC®5.0★ (2)In Aurora
First Command District Advisor - John Bennett, CMFA™5.0★ (1)In Aurora
First Command Financial Advisor - Kevin Hollis, CFP®5.0★ (1)In Aurora
Frugal Dash Money Coach by KarimaIn Aurora
Homeowners Financial Group5.0★ (2)In Aurora
Incepta Consulting LLCIn Aurora
Invictus Private Wealth5.0★ (2)In Aurora
Jackson Personal Services Group, LLCIn Aurora
Modern Millennial Wealth5.0★ (2)In Aurora
Ryan Moore - Financial Advisor, Ameriprise Financial Services, LLCIn Aurora
SUM Financial Services Group3.0★ (2)In Aurora
Tucker Advisors3.0★ (2)In Aurora

How we ranked Aurora financial advisors

We scored 473 Aurora financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Aurora data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Aurora: frequently asked questions

Which financial advisor has the highest RFA Score in Aurora?

By RFA Score, the highest-ranked financial advisor in Aurora, CO is 1031X with an RFA Score of 75/100. It has 5.0★ from 316 Google reviews. GWS&A - Global Wealth Strategies & Associates (#2) and Colorado Wealth Group (#3) follow. We ranked 473 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Aurora?

RankedFinancialAdvisors ranks 473 financial advisors serving Aurora, CO. 14 of them are based in Aurora; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Aurora work on weekends?

70 of 473 ranked financial advisors post Saturday hours and 13 post Sunday hours. The highest-ranked open Saturdays are "Save Smart College Funding & Planning, Inc" (#8) and Colorado Financial Advisors (#12). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Aurora financial advisors have?

The median Google rating among 473 rated financial advisors in Aurora is 4.9★, with a median of 11 reviews. 20/20 Tax Resolution has the most, 892 reviews, and ranks #5. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Aurora count in this ranking?

Yes, if they are within 25 mi of the Aurora city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Aurora ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Aurora a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Aurora

  1. November 2026: RFA Scores recalculated for 473 financial advisors serving Aurora.
  2. November 2026: 2 duplicate listings merged.

More financial advisors and Aurora pages