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”.
Financial Advisors in Lone Tree, CO: 2026 rankings
393 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →
The short answer
- 1
Highest RFA Score in Lone Tree: 1031X, RFA Score 75/100; 5.0★ from 316 Google reviews.
- 3
Most-reviewed: GWS&A - Global Wealth Strategies & Associates, 248 Google reviews at 5.0★, the most of 393 ranked after 1031X; ranked #3.
Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank
393 Lone Tree financial advisors are ranked here by RFA Score, from eight published factors. 57 open Saturdays and 13 open Sundays, based on posted hours. The median Google rating is 4.9★ across 393 rated firms.
Top 10 financial advisors in Lone Tree 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.
| Rank | Business | RFA Score | Google rating | Based in | Hours | Notable for |
|---|---|---|---|---|---|---|
| 1 | 1031X | 75 | 5.0★ (316) | Denver, 7 mi away | — | Top score |
| 2 | "Save Smart College Funding & Planning, Inc" | 74 | 5.0★ (139) | Highlands Ranch, 3 mi away | Sat · Sun | — |
| 3 | GWS&A - Global Wealth Strategies & Associates | 73 | 5.0★ (248) | Denver, 12 mi away | — | Most reviews |
| 4 | Dechtman Wealth Management | 73 | 4.9★ (136) | Centennial, 4 mi away | — | — |
| 5 | Alpha 1 Tax & Wealth Retirement Planning & Financial Advisors | 73 | 4.8★ (172) | Denver, 5 mi away | — | — |
| 6 | Financial Liberty Network, Inc. | 73 | 4.9★ (135) | Littleton, 6 mi away | — | — |
| 7 | Colorado Wealth Group | 73 | 5.0★ (177) | Denver, 11 mi away | — | — |
| 8 | Lord and Richards | 72 | 5.0★ (104) | Highlands Ranch, 6 mi away | — | — |
| 9 | Trading Academy - Denver | 72 | 4.7★ (201) | Aurora, 8 mi away | — | — |
| 10 | Seed Money Consulting | 72 | 5.0★ (74) | Greenwood Village, 5 mi away | — | — |
All 393 financial advisors in Lone Tree, 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.
Based in Highlands Ranch, 3 mi away
74/100RFA ScoreRanked #2 because of its Google rating and specialty focus: 5.0★ from 139 Google reviews, listed on Google as “Financial advisor”.
Based in Denver, 12 mi away
73/100RFA ScoreRanked #3 because of its Google rating and specialty focus: 5.0★ from 248 Google reviews, listed on Google as “Financial planner”.
Based in Centennial, 4 mi away
73/100RFA ScoreRanked #4 because of its Google rating and specialty focus: 4.9★ from 136 Google reviews, listed on Google as “Financial planner”.
Based in Denver, 5 mi away
73/100RFA ScoreRanked #5 because of its Google rating and specialty focus: 4.8★ from 172 Google reviews, listed on Google as “Financial planner”.
Based in Littleton, 6 mi away
73/100RFA ScoreRanked #6 because of its Google rating and specialty focus: 4.9★ from 135 Google reviews, listed on Google as “Financial consultant”.
Based in Denver, 11 mi away
73/100RFA ScoreRanked #7 because of its Google rating and specialty focus: 5.0★ from 177 Google reviews, listed on Google as “Financial planner”.
Based in Highlands Ranch, 6 mi away
72/100RFA ScoreRanked #8 because of its Google rating and specialty focus: 5.0★ from 104 Google reviews, listed on Google as “Financial planner”.
Based in Aurora, 8 mi away
72/100RFA ScoreRanked #9 because of its Google rating and specialty focus: 4.7★ from 201 Google reviews, listed on Google as “Investment service”.
Based in Greenwood Village, 5 mi away
72/100RFA ScoreRanked #10 because of its Google rating and specialty focus: 5.0★ from 74 Google reviews, listed on Google as “Financial consultant”.
Based in Greenwood Village, 5 mi away
72/100RFA ScoreRanked #11 because of its Google rating and specialty focus: 4.9★ from 84 Google reviews, listed on Google as “Financial planner”.
Based in Centennial, 3 mi away
72/100RFA ScoreRanked #12 because of its Google rating and specialty focus: 5.0★ from 56 Google reviews, listed on Google as “Financial planner”.
Based in Greenwood Village, 5 mi away
71/100RFA ScoreRanked #13 because of its Google rating and specialty focus: 5.0★ from 67 Google reviews, listed on Google as “Financial planner”.
Based in Greenwood Village, 4 mi away
71/100RFA ScoreRanked #14 because of its Google rating and specialty focus: 5.0★ from 52 Google reviews, listed on Google as “Financial planner”.
Based in Lakewood, 15 mi away
71/100RFA ScoreRanked #15 because of its Google rating and specialty focus: 4.9★ from 154 Google reviews, listed on Google as “Financial planner”.
Based in Centennial, 2 mi away
70/100RFA ScoreRanked #16 because of its Google rating and specialty focus: 5.0★ from 35 Google reviews, listed on Google as “Financial consultant”.
Based in Centennial, 3 mi away
70/100RFA ScoreRanked #17 because of its Google rating and specialty focus: 4.6★ from 69 Google reviews, listed on Google as “Financial planner”.
Based in Denver, 15 mi away
70/100RFA ScoreRanked #18 because of its Google rating and specialty focus: 5.0★ from 100 Google reviews, listed on Google as “Financial planner”.
#19 Toro Taxes
Based in Castle Rock, 13 mi away
70/100RFA ScoreRanked #19 because of its Google rating and specialty focus: 4.9★ from 93 Google reviews, listed on Google as “Financial planner”.
Based in Denver, 14 mi away
70/100RFA ScoreRanked #20 because of its Google rating and specialty focus: 4.8★ from 119 Google reviews, listed on Google as “Financial planner”.
Based in Englewood, 2 mi away
69/100RFA ScoreRanked #21 because of its Google rating and specialty focus: 5.0★ from 25 Google reviews, listed on Google as “Financial planner”.
Based in Denver, 5 mi away
69/100RFA ScoreRanked #22 because of its Google rating and specialty focus: 5.0★ from 36 Google reviews, listed on Google as “Financial planner”.
Based in Greenwood Village, 3 mi away
69/100RFA ScoreRanked #23 because of its Google rating and specialty focus: 5.0★ from 29 Google reviews, listed on Google as “Financial advisor”.
Based in Greenwood Village, 3 mi away
69/100RFA ScoreRanked #24 because of its Google rating and specialty focus: 4.8★ from 35 Google reviews, listed on Google as “Financial consultant”.
Based in Centennial, 5 mi away
69/100RFA ScoreRanked #25 because of its Google rating and specialty focus: 4.9★ from 35 Google reviews, listed on Google as “Financial planner”.
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 393 ranked financial advisors here; the rest are on their profiles.
Also serving Lone Tree
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.
| Business | Google rating | Distance |
|---|---|---|
| adulting.care | In Lone Tree | |
| CAPTRUST | 5.0★ (1) | In Lone Tree |
| David Estabrook - Raymond James | 5.0★ (2) | 1 mi |
| Edward Jones - Financial Advisor: Lana M Stewart, CFP®|CKA® | In Lone Tree | |
| Frontier Wealth Management | In Lone Tree | |
| Garret Jett - Ameriprise Financial Services, Inc. | In Lone Tree | |
| Gold Medal Waters, Inc. | In Lone Tree | |
| Jett & Associates | In Lone Tree | |
| Kurt Crandall Nielsen - UBS Financial Services Inc. | In Lone Tree | |
| MegaStar Financial Corp. - DTC | In Lone Tree | |
| Melissa Huff - Prudential Financial | In Lone Tree | |
| Peak Fiduciary, LLC | In Lone Tree | |
| Quintus Financial Services | 5.0★ (2) | 1 mi |
| Rafferty Financial Consulting & Implementation, LLC | 5.0★ (1) | In Lone Tree |
| Raymond James Financial Services | 3.0★ (2) | 1 mi |
| Staib Financial Planning, LLC | In Lone Tree | |
| Thrivent Financial-Lutherans | In Lone Tree | |
| Tier One Wealth Management | In Lone Tree | |
| WD Wealth Strategies | In Lone Tree | |
| Wells Fargo Advisors | In Lone Tree |
How we ranked Lone Tree financial advisors
We scored 393 Lone Tree 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.
| Factor | Weight | Computed from | In Lone Tree data |
|---|---|---|---|
| Reputation | 30% | Google star rating, adjusted for how many reviews back it (client experience, not investment results) | Measured |
| Registration | 20% | Active SEC, state or Canadian securities registration matched in public records (not yet measured) | Not yet collected |
| Review volume | 10% | Number of Google reviews, compared with the most-reviewed firm on the list | Measured |
| Recency | 5% | Share of reviews from the last 12 months | Not yet collected |
| Specialty focus | 15% | How clearly the firm offers this specialty (its Google category and name) | Measured |
| Proximity | 5% | Based in the city scores highest, less the farther away it is | Measured |
| Claimed profile | 10% | The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same) | Measured |
| Partnered | 5% | The firm links to Ranked Financial Advisors from its own website with our badge, checked periodically | Measured |
How to choose a financial advisor
- 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.
- Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
- 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.
- Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
- Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
- Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
- 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 Lone Tree: frequently asked questions
Which financial advisor has the highest RFA Score in Lone Tree?
By RFA Score, the highest-ranked financial advisor in Lone Tree, CO is 1031X with an RFA Score of 75/100. It has 5.0★ from 316 Google reviews. "Save Smart College Funding & Planning, Inc" (#2) and GWS&A - Global Wealth Strategies & Associates (#3) follow. We ranked 393 financial advisors on eight factors, last updated November 9, 2026.
How many financial advisors are there in Lone Tree?
RankedFinancialAdvisors ranks 393 financial advisors serving Lone Tree, CO. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.
Which financial advisors in Lone Tree work on weekends?
57 of 393 ranked financial advisors post Saturday hours and 13 post Sunday hours. The highest-ranked open Saturdays are "Save Smart College Funding & Planning, Inc" (#2), Colorado Financial Advisors (#11) and Become The Banker (#17). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.
What Google rating do Lone Tree financial advisors have?
The median Google rating among 393 rated financial advisors in Lone Tree is 4.9★, with a median of 10 reviews. 1031X has the most, 316 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 Lone Tree count in this ranking?
Yes, if they are within 25 mi of the Lone Tree 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 Lone Tree 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 Lone Tree 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 Lone Tree
- November 2026: RFA Scores recalculated for 393 financial advisors serving Lone Tree.
- November 2026: 1 duplicate listing merged.
More financial advisors and Lone Tree pages
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