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Financial Advisors in Frederick, CO: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Frederick: 20/20 Tax Resolution, RFA Score 73/100; 4.8★ from 892 Google reviews.

  2. 2

    Most-reviewed: Macdonald Financial Services, 234 Google reviews at 5.0★, the most of 281 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

281 Frederick financial advisors are ranked here by RFA Score, from eight published factors. 60 open Saturdays and 10 open Sundays, based on posted hours. The median Google rating is 4.9★ across 281 rated firms.

Top 10 financial advisors in Frederick 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 Frederick at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
120/20 Tax Resolution734.8★ (892)Broomfield, 17 mi awayTop score
2Macdonald Financial Services705.0★ (234)Loveland, 23 mi awayMost reviews
3LBS TAXES695.0★ (46)Longmont, 10 mi away—
4Elevating Profits LLC684.9★ (70)Thornton, 15 mi away—
5Andrea Romero - COUNTRY Financial Representative685.0★ (100)Arvada, 22 mi away—
6Paramount Tax & Accounting CPA's Arvada685.0★ (93)Arvada, 22 mi away—
7Alpha 1 Tax & Wealth Retirement Planning & Financial Advisors675.0★ (24)Thornton, 7 mi away—
8Colorado Capital Management675.0★ (56)Boulder, 17 mi away—
9MY Wealth Planners675.0★ (28)Longmont, 9 mi away—
10InSight Financial Planners675.0★ (52)Boulder, 17 mi away—

All 281 financial advisors in Frederick, 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 Frederick

    #1 20/20 Tax Resolution

    Based in Broomfield, 17 mi away

    73/100RFA 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, 10 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

  4. #4 Elevating Profits LLC

    Based in Thornton, 15 mi away

    68/100RFA Score

    Ranked #4 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

  9. #9 MY Wealth Planners

    Based in Longmont, 9 mi away

    67/100RFA Score

    Ranked #9 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

  13. #13 Elevations Credit Union

    Based in Longmont, 11 mi away

    67/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.2★ from 106 Google reviews, listed on Google as “Financial planner”.

    • 4.2★ from 106 Google reviews
    Hours
    Mon–Tue 8:30 AM–5:30 PM · Wed closed · Thu–Fri 8:30 AM–5:30 PM · Sat 9 AM–12 PM · Sun closed
    Address
    777 21st Ave, Longmont, CO 80501
    View profile for Elevations Credit Union(303) 443-4672

  17. #17 Williamson & Co PC

    Based in Louisville, 15 mi away

    66/100RFA Score

    Ranked #17 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

  20. #20 Edward Jones - Financial Advisor: Brittany Maracine, CEPA®|AAMS®|CRPC™

    Based in Erie, 7 mi away

    66/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 13 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 13 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–3 PM · Sat–Sun closed
    Address
    71 Erie Pkwy Unit 105b, Erie, CO 80516
    View profile for Edward Jones - Financial Advisor: Brittany Maracine, CEPA®|AAMS®|CRPC™(303) 828-9933

  21. #21 APO Financial

    Based in Westminster, 17 mi away

    66/100RFA Score

    Ranked #21 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

  24. #24 FNBO

    Based in Longmont, 11 mi away

    65/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.4★ from 29 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 29 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    2305 Main St, Longmont, CO 80501
    View profile for FNBO(303) 308-3838

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

financial advisors in Frederick, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Financial Retirement Group655.0★ (30)18 mi
27Bloom Wealth Advisors655.0★ (29)18 mi
28Suko Financial Group655.0★ (9)6 mi
29Edward Jones - Financial Advisor: Beth E Stenz, CFP®|ChFC®|CPWA®|CEPA®|SE-AWMA®655.0★ (10)7 mi
30Oliver Asset Management654.8★ (17)11 mi
31Corporate Cash Credit654.8★ (23)14 mi
32Wendy Martinez - Edelman Financial Engines655.0★ (18)13 mi
33Money Secrets a Division of Five Rings Financial655.0★ (22)16 mi
34LincolnLoc Financial Coaching and Bookkeeping655.0★ (24)17 mi
35CayDen Wealth Management655.0★ (20)16 mi
36Layman Lewis Financial Group654.7★ (51)22 mi
37Trailhead Wealth Management655.0★ (16)13 mi
38Maia Wealth654.9★ (47)24 mi
39Wings Credit Union, previously Ent654.5★ (21)12 mi
40Momentum Financial Planning LLC655.0★ (11)10 mi
41Edward Jones - Financial Advisor: Chris Gillard654.2★ (5)2 mi
42Triumph Capital Management655.0★ (18)15 mi
43Schad Agency644.8★ (22)16 mi
44537 Services LLC645.0★ (24)19 mi
45FNBO644.1★ (26)11 mi
46Wings Credit Union, previously Ent644.5★ (64)22 mi
47Derek Chambers: Primerica - Financial Services645.0★ (29)22 mi
48Linda DeLano - COUNTRY Financial Representative644.8★ (21)17 mi
49Edward Jones - Financial Advisor: Ryan M Keeran645.0★ (10)12 mi
50Edelman Financial Engines645.0★ (11)13 mi

Also serving Frederick

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 Frederick
BusinessGoogle ratingDistance
Dee Jones Financial Solutions LLCIn Frederick
Edward Jones - Financial Advisor: Edward Ariniello, CFP®|CAP®|CKA®5.0★ (2)14 mi
Edward Jones - Financial Advisor: Jeffrey D Luce5.0★ (2)11 mi
Edward Jones - Financial Advisor: Jeffrey S Swingle, ChFC®|AAMS®5.0★ (2)15 mi
Edward Jones - Financial Advisor: Jen Roberts, CFP®|CRPC™3.5★ (2)10 mi
Edward Jones - Financial Advisor: Jennifer W Music, CFP®|ChFC®|AAMS®5.0★ (2)12 mi
Edward Jones - Financial Advisor: Patrick Hager5.0★ (2)11 mi
Edward Jones - Financial Advisor: Ryan M Cox, ChFC®|CEPA®5.0★ (2)10 mi
Edward Jones - Financial Advisor: Will Hudson, ChFC®|AAMS®|CRPC™5.0★ (2)11 mi
Farther Finance - Tyler Morris - Senior Vice President, Wealth Advisor5.0★ (2)11 mi
Financially Intact5.0★ (2)6 mi
Future Finance UniversalIn Frederick
Hattig Financial Company5.0★ (2)9 mi
Hinman Financial Planning, Inc.5.0★ (2)7 mi
Jeff Schuchard - Thrivent3.0★ (2)13 mi
Kristen Pia Financial Coaching, LLC5.0★ (1)In Frederick
Rocky Mountain Financial Solutions Inc.5.0★ (2)6 mi
Sawyer Financial5.0★ (2)9 mi
Vivant Financial Services5.0★ (2)10 mi
Wings Credit Union, previously Ent3.0★ (2)12 mi

How we ranked Frederick financial advisors

We scored 281 Frederick 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 Frederick 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 Frederick: frequently asked questions

Which financial advisor has the highest RFA Score in Frederick?

By RFA Score, the highest-ranked financial advisor in Frederick, CO is 20/20 Tax Resolution with an RFA Score of 73/100. It has 4.8★ from 892 Google reviews. Macdonald Financial Services (#2) and LBS TAXES (#3) follow. We ranked 281 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Frederick?

RankedFinancialAdvisors ranks 281 financial advisors serving Frederick, CO. 1 of them is based in Frederick; 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 Frederick work on weekends?

60 of 281 ranked financial advisors post Saturday hours and 10 post Sunday hours. The highest-ranked open Saturdays are Elevations Credit Union (#13), Wings Credit Union, previously Ent (#14) and Wings Credit Union, previously Ent (#15). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Frederick financial advisors have?

The median Google rating among 281 rated financial advisors in Frederick is 4.9★, 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 Frederick count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 281 financial advisors serving Frederick.
  2. November 2026: 3 duplicate listings merged.

More financial advisors and Frederick pages