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Investment Advisors in Boulder, CO: 2026 rankings

94 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Boulder: Colorado Capital Management, RFA Score 67/100; 5.0★ from 56 Google reviews.

  2. 3

    Most-reviewed: New Direction Trust Company, 854 Google reviews at 4.7★, the most of 94 ranked; ranked #3.

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

94 Boulder investment advisors are ranked here by RFA Score, from eight published factors. 2 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 5.0★ across 94 rated firms.

Top 10 investment advisors in Boulder 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 investment advisors in Boulder at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Colorado Capital Management675.0★ (56)BoulderTop score
2Legacy Capital Partners Inc664.6★ (11)Lafayette, 10 mi away—
3New Direction Trust Company664.7★ (854)Louisville, 6 mi awayMost reviews
4Wells Fargo Advisors662.3★ (4)Boulder—
5Red Chair Realty Advisors, LLC644.6★ (23)Denver, 21 mi away—
6Wells Fargo Advisors644.0★ (4)Broomfield, 9 mi away—
7Golden Wealth Solutions, Inc (Golden office)644.9★ (11)Golden, 21 mi away—
8InSight Financial Planners635.0★ (52)Boulder—
9Mountain Capital Investment Advisors635.0★ (3)Westminster, 16 mi away—
10Triumph Capital Management635.0★ (18)Louisville, 7 mi away—

All 94 investment advisors in Boulder, 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.

  14. #14 Oliver Asset Management

    Based in Longmont, 15 mi away

    60/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.8★ from 17 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 17 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–12 PM · Sat–Sun closed
    Address
    1729 Terry St, Longmont, CO 80501
    View profile for Oliver Asset Management(303) 485-7509

  21. #21 IPS Strategic Capital

    Based in Denver, 23 mi away

    59/100RFA Score

    Ranked #21 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

  22. #22 Exchange Resource Group LLC

    Based in Lakewood, 24 mi away

    58/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 87 Google reviews, listed on Google as “Real estate consultant”.

    • 5.0★ from 87 Google reviews
    Hours
    Mon–Tue 8 AM–5 PM · Wed closed · Thu 8 AM–5 PM · Fri 8 AM–4:30 PM · Sat–Sun closed
    Address
    13701 W Jewell Ave #200, Lakewood, CO 80228
    View profile for Exchange Resource Group LLC(303) 789-1031

  23. #23 Pathstone

    Based in Boulder

    58/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1048 Pearl St #450, Boulder, CO 80302
    View profile for Pathstone(303) 442-4447

Investment 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 94 ranked investment advisors here; the rest are on their profiles.

investment advisors in Boulder, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Alpine Bank583.6★ (19)In Boulder
27Edward Jones - Financial Advisor: Cira Forbes, CFP®|CEPA®|AAMS®575.0★ (9)6 mi
28Daniel Schultz - Private Wealth Advisor, Ameriprise Financial Services, LLC574.0★ (4)In Boulder
29Edward Jones - Financial Advisor: Brittany Maracine, CEPA®|AAMS®|CRPC™575.0★ (13)12 mi
30Claire Mork - Edelman Financial Engines565.0★ (19)16 mi
31Maia Wealth564.9★ (47)23 mi
32Wendy Martinez - Edelman Financial Engines565.0★ (18)16 mi
33Morgan Stanley Financial Advisors563.0★ (6)In Boulder
34Mercer Advisors - Boulder563.7★ (3)In Boulder
35Kendra Johnson- Financial Framework, LLC565.0★ (18)16 mi
36Northwestern Mutual563.7★ (3)In Boulder
37Trajan Wealth564.9★ (9)10 mi
38Edward Jones - Financial Advisor: Beth E Stenz, CFP®|ChFC®|CPWA®|CEPA®|SE-AWMA®565.0★ (10)12 mi
39Edward Jones - Financial Advisor: Matt Kollmorgen565.0★ (5)7 mi
40Stealth Wealth Group565.0★ (17)17 mi
41Millennial Wealth Management555.0★ (7)11 mi
42Oakway Financial LLC555.0★ (19)19 mi
43Edward Jones - Financial Advisor: Danielle T Patnode, ChFC®|CEPA®|CRPC™555.0★ (4)8 mi
44Bengtson Wealth Management | Ameriprise Financial Services554.7★ (13)15 mi
45Charles Schwab552.9★ (37)In Boulder
46Edelman Financial Engines555.0★ (11)16 mi
47GHP Investment Advisors, Inc.554.3★ (6)24 mi
48The Guardian Group554.9★ (17)20 mi
49Fidelity Investments553.6★ (48)10 mi
50Grandview Investment Advisors555.0★ (3)22 mi

Also serving Boulder

20 more investment 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 investment advisors serving Boulder
BusinessGoogle ratingDistance
AMG National Trust5.0★ (2)In Boulder
Ascent CFO Solutions4.6★ (11)In Boulder
Baird Private Wealth Management5.0★ (1)In Boulder
Bloom Wealth Advisors5.0★ (29)In Boulder
BlueBird Advisory4.9★ (9)In Boulder
Boulder Wealth Advisors5.0★ (2)In Boulder
Boulder, CO Branch Office - UBS Financial Services Inc.5.0★ (2)In Boulder
Brightside Wealth Advisors - Ameriprise Financial Services, LLC5.0★ (2)In Boulder
Colorado Financial Management3.7★ (3)In Boulder
Financial Mountain Inc1.0★ (1)In Boulder
Financial Steward Associates, LLC4.2★ (5)In Boulder
Flatirons Wealth Management:Steve Zakelj3.0★ (2)In Boulder
Grey Mountain Partners1.0★ (1)In Boulder
Jocelyn Pension Consulting, LLC4.8★ (50)In Boulder
KW Capital Advisors - Ameriprise Financial Services, LLC5.0★ (1)In Boulder
Moneta Group - Boulder5.0★ (1)In Boulder
Northwestern Mutual - Daniel Day2.3★ (3)In Boulder
Northwestern Mutual - Justin Halverson5.0★ (3)In Boulder
Thomas E Healy CPA PC5.0★ (4)In Boulder
Welch Financial Planning5.0★ (11)In Boulder

How we ranked Boulder investment advisors

We scored 94 Boulder investment 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 Boulder 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 an investment advisor

  1. Confirm the investment 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 an investment 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 investment 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.

Investment advisors in Boulder: frequently asked questions

Which investment advisor has the highest RFA Score in Boulder?

By RFA Score, the highest-ranked investment advisor in Boulder, CO is Colorado Capital Management with an RFA Score of 67/100. It has 5.0★ from 56 Google reviews. Legacy Capital Partners Inc (#2) and New Direction Trust Company (#3) follow. We ranked 94 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Boulder?

RankedFinancialAdvisors ranks 94 investment advisors serving Boulder, CO. 11 of them are based in Boulder; 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 investment advisors in Boulder work on weekends?

2 of 94 ranked investment advisors post Saturday hours and 1 post Sunday hours. Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Boulder investment advisors have?

The median Google rating among 94 rated investment advisors in Boulder is 5.0★, with a median of 8 reviews. New Direction Trust Company has the most, 854 reviews, and ranks #3. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment 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 investment advisors outside Boulder count in this ranking?

Yes, if they are within 25 mi of the Boulder city center, our service radius for investment 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 investment 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 an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Boulder ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers investment advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check an investment 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 investment advisor in Boulder 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 investment 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 Boulder

  1. November 2026: RFA Scores recalculated for 94 investment advisors serving Boulder.
  2. November 2026: 1 duplicate listing merged.

More investment advisors and Boulder pages