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Financial Advisors in Greeley, CO: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Greeley: Macdonald Financial Services, RFA Score 75/100; 5.0★ from 234 Google reviews.

  2. 18

    Most-reviewed: Woody Investments, 119 Google reviews at 3.1★, the most of 131 ranked after Macdonald Financial Services; ranked #18.

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

131 Greeley financial advisors are ranked here by RFA Score, from eight published factors. 31 open Saturdays and 3 open Sundays, based on posted hours. The median Google rating is 5.0★ across 131 rated firms.

Top 10 financial advisors in Greeley 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 Greeley at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Macdonald Financial Services755.0★ (234)Loveland, 15 mi away—Top score
2Wings Credit Union, previously Ent754.8★ (88)GreeleySat—
3Balanced Financial Inc705.0★ (93)Fort Collins, 21 mi away——
4FNBO693.8★ (86)GreeleySat—
5Tarantino Wealth Management - Michael Tarantino, Certified Financial Planner695.0★ (82)Fort Collins, 23 mi away——
6Wings Credit Union, previously Ent694.5★ (22)GreeleySat—
7FNBO694.0★ (32)GreeleySat—
8Layman Lewis Financial Group684.7★ (51)Loveland, 15 mi away——
9Edward Jones - Financial Advisor: Emily A Wiedeman, CFP®|ChFC®|RICP®|AAMS®684.4★ (12)Greeley——
10CheckMarks Bookkeeping Services685.0★ (9)Greeley——

All 131 financial advisors in Greeley, 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 Greeley

    #1 Macdonald Financial Services

    Based in Loveland, 15 mi away

    75/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 234 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 234 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    4025 St Cloud Dr Ste 250, Loveland, CO 80538
    View profile for Macdonald Financial Services(970) 667-2950

  3. #3 Balanced Financial Inc

    Based in Fort Collins, 21 mi away

    70/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 93 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 93 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    3711 John F Kennedy Pkwy #230, Fort Collins, CO 80525
    View profile for Balanced Financial Inc(970) 204-1500

  4. #4 FNBO

    Based in Greeley

    69/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 3.8★ from 86 Google reviews, listed on Google as “Financial planner”.

    • 3.8★ from 86 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    1701 23rd Ave, Greeley, CO 80634
    View profile for FNBO(970) 347-4001

  7. #7 FNBO

    Based in Greeley

    69/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.0★ from 32 Google reviews, listed on Google as “Financial planner”.

    • 4.0★ from 32 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    920 54th Ave, Greeley, CO 80634
    View profile for FNBO(970) 346-5024

  18. #18 Woody Investments

    Based in Greeley

    66/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 3.1★ from 119 Google reviews, listed on Google as “Investment service”.

    • 3.1★ from 119 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    815 16th St, Greeley, CO 80631
    View profile for Woody Investments(970) 330-7427

  22. #22 Q Wealth Management

    Based in Greeley

    65/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1801 59th Ave Ste 202, Greeley, CO 80634
    View profile for Q Wealth Management(970) 300-9411

  25. #25 Safer Money Solutions

    Based in Fort Collins, 21 mi away

    65/100RFA Score

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

    • 5.0★ from 25 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    155 Boardwalk Dr #524, Fort Collins, CO 80525
    View profile for Safer Money Solutions(970) 691-7672

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

financial advisors in Greeley, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Whitmore Legacy Team - COUNTRY Financial Representative654.9★ (29)22 mi
27Leading Edge Financial Group654.8★ (4)In Greeley
28Bank of America (with Drive-thru ATM)652.8★ (16)In Greeley
29Edward Jones - Financial Advisor: Mike Boyles654.0★ (4)In Greeley
30Wings Credit Union, previously Ent654.4★ (33)20 mi
31FNBO653.7★ (38)12 mi
32Edward Jones - Financial Advisor: Thomas Hodges, CFP®|CIMA®|CEPA®|AAMS®655.0★ (3)In Greeley
33Edward Jones - Financial Advisor: Matt Sheffield, CFP®|CIMA®655.0★ (3)In Greeley
34Millennium Financial655.0★ (3)In Greeley
35Wings Credit Union, previously Ent655.0★ (23)22 mi
36Elevations Credit Union643.8★ (80)19 mi
37Kevin Dunnigan, CFP® & Hayden Lowry, CFP® — Investment Center Advisor Group645.0★ (16)19 mi
38Strategic Financial Management, Inc.643.7★ (3)In Greeley
39Edward Jones - Financial Advisor: Brian C Larson643.7★ (3)In Greeley
40Edward Jones - Financial Advisor: Chelsey A Schroeder645.0★ (13)19 mi
41BMO Bank N.A Branches642.5★ (47)In Greeley
42Alpine Bank644.8★ (18)22 mi
43Otium Wealth Management645.0★ (13)19 mi
44Jason Percha - COUNTRY Financial Representative644.6★ (19)20 mi
45Cosner Financial Group634.4★ (7)11 mi
46Trajan Wealth635.0★ (11)18 mi
47FNBO634.2★ (22)20 mi
48Balanced Wealth Partners635.0★ (13)21 mi
49Level Up Financial Planning, LLC635.0★ (7)15 mi
50Keystone Financial Services635.0★ (7)15 mi

Also serving Greeley

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 Greeley
BusinessGoogle ratingDistance
Anderson & Whitney PC1.0★ (1)In Greeley
Bank of Colorado Investment ServicesIn Greeley
Dyer, Kenneth W. Cornerstone Financial StrategiesIn Greeley
Edward Jones - Financial Advisor: Daniel J Martin5.0★ (1)In Greeley
Edward Jones - Financial Advisor: Dawn M Strohecker, AAMS®3.0★ (2)In Greeley
Edward Jones - Financial Advisor: Kyle R DeBord, ChFC®In Greeley
Gollhofer Financial1.0★ (1)In Greeley
Intrinsic Financial Design Group5.0★ (2)In Greeley
Investment Management & TrustIn Greeley
John Mcgee, Principal - Arete Financial Group LLC5.0★ (2)In Greeley
KEDz ENTREMovement LLC5.0★ (1)In Greeley
Kory Miller Financial Management5.0★ (1)In Greeley
M 5 Consulting1.0★ (1)In Greeley
Mike Reed - Bank of the West Wealth Management Advisor4.5★ (2)In Greeley
Q Wealth ManagementIn Greeley
Raymond James Financial Services1.0★ (1)In Greeley
Raymond James Financial ServicesIn Greeley
Raymond James Financial ServicesIn Greeley
Stifel5.0★ (1)In Greeley
Stough Family Investments5.0★ (1)In Greeley

How we ranked Greeley financial advisors

We scored 131 Greeley 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 Greeley 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 Greeley: frequently asked questions

Which financial advisor has the highest RFA Score in Greeley?

By RFA Score, the highest-ranked financial advisor in Greeley, CO is Macdonald Financial Services with an RFA Score of 75/100. It has 5.0★ from 234 Google reviews. Wings Credit Union, previously Ent (#2) and Balanced Financial Inc (#3) follow. We ranked 131 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Greeley?

RankedFinancialAdvisors ranks 131 financial advisors serving Greeley, CO. 24 of them are based in Greeley; 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 Greeley work on weekends?

31 of 131 ranked financial advisors post Saturday hours and 3 post Sunday hours. The highest-ranked open Saturdays are Wings Credit Union, previously Ent (#2), FNBO (#4) and Wings Credit Union, previously Ent (#6). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Greeley financial advisors have?

The median Google rating among 131 rated financial advisors in Greeley is 5.0★, with a median of 8 reviews. Macdonald Financial Services has the most, 234 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 Greeley count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 131 financial advisors serving Greeley.

More financial advisors and Greeley pages