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Financial Advisors in Westminster, CO: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Westminster: 20/20 Tax Resolution, RFA Score 76/100; 4.8★ from 892 Google reviews.

  2. 3

    Most-reviewed: 1031X, 316 Google reviews at 5.0★, the most of 497 ranked after 20/20 Tax Resolution; ranked #3.

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

497 Westminster financial advisors are ranked here by RFA Score, from eight published factors. 77 open Saturdays and 16 open Sundays, based on posted hours. The median Google rating is 4.9★ across 497 rated firms.

Most of this list also appears on the Financial advisors in Denver ranking. See Financial advisors in Denver

Top 10 financial advisors in Westminster 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 Westminster at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
120/20 Tax Resolution764.8★ (892)Broomfield, 8 mi awayTop score
2GWS&A - Global Wealth Strategies & Associates745.0★ (248)Denver, 10 mi away—
31031X735.0★ (316)Denver, 15 mi awayMost reviews
4Andrea Romero - COUNTRY Financial Representative735.0★ (100)Arvada, 4 mi away—
5Colorado Wealth Group735.0★ (177)Denver, 11 mi away—
6Paramount Tax & Accounting CPA's Arvada725.0★ (93)Arvada, 5 mi away—
7O & G Tax and Accounting Services, LLC724.9★ (154)Lakewood, 9 mi away—
8IPS Strategic Capital725.0★ (100)Denver, 9 mi away—
9Berken Cloyes, PC714.8★ (119)Denver, 7 mi away—
10Norcross Consulting Services714.9★ (100)Lakewood, 9 mi away—

All 497 financial advisors in Westminster, 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 Westminster

    #1 20/20 Tax Resolution

    Based in Broomfield, 8 mi away

    76/100RFA 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 1031X

    Based in Denver, 15 mi away

    73/100RFA Score

    Ranked #3 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

  5. #5 Colorado Wealth Group

    Based in Denver, 11 mi away

    73/100RFA Score

    Ranked #5 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

  8. #8 IPS Strategic Capital

    Based in Denver, 9 mi away

    72/100RFA Score

    Ranked #8 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

  9. #9 Berken Cloyes, PC

    Based in Denver, 7 mi away

    71/100RFA Score

    Ranked #9 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 Elevating Profits LLC

    Based in Thornton, 6 mi away

    71/100RFA Score

    Ranked #11 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

  13. #13 APO Financial

    Based in Westminster

    70/100RFA Score

    Ranked #13 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

  18. #18 537 Services LLC

    Based in Westminster

    70/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 24 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 24 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    3489 W 72nd Ave Ste 200, Westminster, CO 80030
    View profile for 537 Services LLC(303) 591-1911

  19. #19 Dechtman Wealth Management

    Based in Centennial, 17 mi away

    70/100RFA Score

    Ranked #19 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

  20. #20 Maia Wealth

    Based in Denver, 6 mi away

    70/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.9★ from 47 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 47 Google reviews
    Hours
    Mon–Thu 8 AM–6 PM · Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1331 17th St #800, Denver, CO 80202
    View profile for Maia Wealth(720) 644-8803

  22. #22 Cutler & Co CPAs

    Based in Lakewood, 10 mi away

    69/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 52 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 52 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    12136 W Bayaud Ave Ste 300, Lakewood, CO 80228
    View profile for Cutler & Co CPAs(303) 238-8500

How we ranked Westminster financial advisors

We scored 497 Westminster 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 Westminster 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 Westminster: frequently asked questions

Which financial advisor has the highest RFA Score in Westminster?

By RFA Score, the highest-ranked financial advisor in Westminster, CO is 20/20 Tax Resolution with an RFA Score of 76/100. It has 4.8★ from 892 Google reviews. GWS&A - Global Wealth Strategies & Associates (#2) and 1031X (#3) follow. We ranked 497 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Westminster?

RankedFinancialAdvisors ranks 497 financial advisors serving Westminster, CO. 6 of them are based in Westminster; the rest serve it from nearby towns. Counts are as of November 2026.

Which financial advisors in Westminster work on weekends?

77 of 497 ranked financial advisors post Saturday hours and 16 post Sunday hours. The highest-ranked open Saturdays is "Save Smart College Funding & Planning, Inc" (#21). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Westminster financial advisors have?

The median Google rating among 497 rated financial advisors in Westminster 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 Westminster count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 497 financial advisors serving Westminster.
  2. November 2026: 3 duplicate listings merged.

More financial advisors and Westminster pages