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Financial Advisors in Erie, CO: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Erie: 20/20 Tax Resolution, RFA Score 75/100; 4.8★ from 892 Google reviews.

  2. 2

    Most-reviewed: GWS&A - Global Wealth Strategies & Associates, 248 Google reviews at 5.0★, the most of 313 ranked after 20/20 Tax Resolution; ranked #2.

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

313 Erie financial advisors are ranked here by RFA Score, from eight published factors. 58 open Saturdays and 9 open Sundays, based on posted hours. The median Google rating is 4.8★ across 313 rated firms.

Top 10 financial advisors in Erie 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 Erie at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
120/20 Tax Resolution754.8★ (892)Broomfield, 11 mi awayTop score
2GWS&A - Global Wealth Strategies & Associates705.0★ (248)Denver, 24 mi awayMost reviews
3LBS TAXES695.0★ (46)Longmont, 8 mi away—
4Colorado Capital Management695.0★ (56)Boulder, 10 mi away—
5Andrea Romero - COUNTRY Financial Representative695.0★ (100)Arvada, 17 mi away—
6InSight Financial Planners695.0★ (52)Boulder, 10 mi away—
7Paramount Tax & Accounting CPA's Arvada695.0★ (93)Arvada, 17 mi away—
8Colorado Wealth Group695.0★ (177)Denver, 25 mi away—
9Elevating Profits LLC694.9★ (70)Thornton, 13 mi away—
10O & G Tax and Accounting Services, LLC684.9★ (154)Lakewood, 24 mi away—

All 313 financial advisors in Erie, 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 Erie

    #1 20/20 Tax Resolution

    Based in Broomfield, 11 mi away

    75/100RFA Score

    Ranked #1 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

  3. #3 LBS TAXES

    Based in Longmont, 8 mi away

    69/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 46 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 46 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    325 3rd Ave, Longmont, CO 80501
    View profile for LBS TAXES(303) 827-3948

  8. #8 Colorado Wealth Group

    Based in Denver, 25 mi away

    69/100RFA Score

    Ranked #8 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

  9. #9 Elevating Profits LLC

    Based in Thornton, 13 mi away

    69/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.9★ from 70 Google reviews, listed on Google as “Financial consultant”.

    • 4.9★ from 70 Google reviews
    Hours
    Mon–Thu 9 AM–4:30 PM · Fri–Sun closed
    Address
    MAILING ADDRESS ONLY, 3758 E 104th Ave Box 683, Thornton, CO 80233
    View profile for Elevating Profits LLC(720) 330-3643

  12. #12 MY Wealth Planners

    Based in Longmont, 7 mi away

    68/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 28 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 28 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    720 100 Year Party Ct Ste 300, Longmont, CO 80504
    View profile for MY Wealth Planners(303) 600-3757

  15. #15 Williamson & Co PC

    Based in Louisville, 8 mi away

    68/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.5★ from 64 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 64 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    400 McCaslin Blvd #205, Louisville, CO 80027
    View profile for Williamson & Co PC(303) 604-0829

  18. #18 IPS Strategic Capital

    Based in Denver, 23 mi away

    68/100RFA Score

    Ranked #18 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 Berken Cloyes, PC

    Based in Denver, 22 mi away

    67/100RFA Score

    Ranked #19 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

  20. #20 APO Financial

    Based in Westminster, 11 mi away

    67/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.6★ from 51 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 51 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    10155 Westmoor Dr Suite 125, Westminster, CO 80021
    View profile for APO Financial(720) 588-2000

  23. #23 Edward Jones - Financial Advisor: Beth E Stenz, CFP®|ChFC®|CPWA®|CEPA®|SE-AWMA®

    Based in Erie

    67/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 10 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 10 Google reviews
    Hours
    Mon–Thu 8:30 AM–4:30 PM · Fri 8:30 AM–2 PM · Sat–Sun closed
    Address
    77 Erie Village Square Ste 230, Erie, CO 80516
    View profile for Edward Jones - Financial Advisor: Beth E Stenz, CFP®|ChFC®|CPWA®|CEPA®|SE-AWMA®(303) 255-4935

  25. #25 Bloom Wealth Advisors

    Based in Boulder, 11 mi away

    67/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 29 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 29 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    1909 26th St Ste 1B, Boulder, CO 80302
    View profile for Bloom Wealth Advisors(303) 415-9122

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 313 ranked financial advisors here; the rest are on their profiles.

financial advisors in Erie, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Elevations Credit Union674.2★ (106)10 mi
27Wings Credit Union, previously Ent674.2★ (90)9 mi
28Financial Retirement Group665.0★ (30)13 mi
29Trailhead Wealth Management665.0★ (16)7 mi
30Money Secrets a Division of Five Rings Financial665.0★ (22)11 mi
31Triumph Capital Management665.0★ (18)8 mi
32CayDen Wealth Management665.0★ (20)10 mi
33Claire Mork - Edelman Financial Engines665.0★ (19)10 mi
34BAM Advisory Group | Lakewood664.9★ (74)24 mi
35Schad Agency664.8★ (22)10 mi
36Wendy Martinez - Edelman Financial Engines665.0★ (18)10 mi
37Corporate Cash Credit664.8★ (23)12 mi
38Maia Wealth654.9★ (47)21 mi
39Elevations Credit Union654.1★ (41)8 mi
40LincolnLoc Financial Coaching and Bookkeeping655.0★ (24)15 mi
41Cutler & Co CPAs655.0★ (52)24 mi
42Wings Credit Union, previously Ent654.5★ (50)16 mi
43FNBO654.4★ (29)11 mi
44Oliver Asset Management654.8★ (17)10 mi
45Legacy Capital Partners Inc654.6★ (11)5 mi
46537 Services LLC655.0★ (24)15 mi
47The Lavelle Group - Five Rings Financial655.0★ (8)5 mi
48Simmons Investment Management655.0★ (7)4 mi
49Linda DeLano - COUNTRY Financial Representative654.8★ (21)13 mi
50FNBO654.1★ (26)8 mi

Also serving Erie

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 Erie
BusinessGoogle ratingDistance
Are You Investable?In Erie
Bertsch Investment StrategiesIn Erie
Edward Jones - Financial Advisor: Christopher Martin, CFP®5.0★ (1)In Erie
Edward Jones - Financial Advisor: Jeffrey D Luce5.0★ (2)7 mi
Edward Jones - Financial Advisor: Jennifer W Music, CFP®|ChFC®|AAMS®5.0★ (2)5 mi
Edward Jones - Financial Advisor: Julie A Martinez, CFP®|CEPA®In Erie
Edward Jones - Financial Advisor: Max Paul5.0★ (1)In Erie
Edward Jones - Financial Advisor: Patrick Hager5.0★ (2)6 mi
Edward Jones - Financial Advisor: Ryan M Cox, ChFC®|CEPA®5.0★ (2)7 mi
Edward Jones - Financial Advisor: Serban C Maracine, CFP®|AAMS®|CRPC™In Erie
Edward Jones - Financial Advisor: Will Hudson, ChFC®|AAMS®|CRPC™5.0★ (2)6 mi
Edward Jones INVESTMENTSIn Erie
Farther Finance - Tyler Morris - Senior Vice President, Wealth Advisor5.0★ (2)6 mi
Fuerst Financial LLCIn Erie
Hattig Financial Company5.0★ (2)7 mi
Hinman Financial Planning, Inc.5.0★ (2)In Erie
Joey Bocci and Jordan Fuerst - Raymond JamesIn Erie
Rocky Mountain Financial Solutions Inc.5.0★ (2)In Erie
Sawyer Financial5.0★ (2)7 mi
U.S. Bancorp Advisors - Financial Advisors: Jeff RichmanIn Erie

How we ranked Erie financial advisors

We scored 313 Erie 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 Erie 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 Erie: frequently asked questions

Which financial advisor has the highest RFA Score in Erie?

By RFA Score, the highest-ranked financial advisor in Erie, CO is 20/20 Tax Resolution with an RFA Score of 75/100. It has 4.8★ from 892 Google reviews. GWS&A - Global Wealth Strategies & Associates (#2) and LBS TAXES (#3) follow. We ranked 313 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Erie?

RankedFinancialAdvisors ranks 313 financial advisors serving Erie, CO. 2 of them are based in Erie; 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 Erie work on weekends?

58 of 313 ranked financial advisors post Saturday hours and 9 post Sunday hours. The highest-ranked open Saturdays is Wings Credit Union, previously Ent (#24). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Erie financial advisors have?

The median Google rating among 313 rated financial advisors in Erie is 4.8★, with a median of 11 reviews. 20/20 Tax Resolution has the most, 892 reviews, and ranks #1. 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 Erie count in this ranking?

Yes, if they are within 25 mi of the Erie 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 Erie 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 Erie 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 Erie

  1. November 2026: RFA Scores recalculated for 313 financial advisors serving Erie.
  2. November 2026: 3 duplicate listings merged.

More financial advisors and Erie pages