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Investment Advisors in Highlands Ranch, CO: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Highlands Ranch: 1031X, RFA Score 78/100; 5.0★ from 316 Google reviews.

  2. 2

    Most-reviewed: Trading Academy - Denver, 201 Google reviews at 4.7★, the most of 150 ranked after 1031X; ranked #2.

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

150 Highlands Ranch investment advisors are ranked here by RFA Score, from eight published factors. 6 open Saturdays and 4 open Sundays, based on posted hours. The median Google rating is 4.9★ across 150 rated firms.

Top 10 investment advisors in Highlands Ranch 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 Highlands Ranch at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
11031X785.0★ (316)Denver, 8 mi awayTop score
2Trading Academy - Denver744.7★ (201)Aurora, 9 mi awayMost reviews
3IPX1031: Ted Breitenstein715.0★ (14)Highlands Ranch—
4ASA Ventures Group695.0★ (16)Englewood, 7 mi away—
5IPX1031: Tracey Wilson, CES695.0★ (6)Highlands Ranch—
6Marshall Investment Management695.0★ (11)Greenwood Village, 6 mi away—
7Stonebridge Capital Advisors LLC685.0★ (8)Greenwood Village, 6 mi away—
8Shockcor Inc683.7★ (92)Englewood, 7 mi away—
9Stordahl Capital Management Inc685.0★ (67)Greenwood Village, 6 mi away—
10Red Chair Realty Advisors, LLC674.6★ (23)Denver, 15 mi away—

All 150 investment advisors in Highlands Ranch, 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 Highlands Ranch

    #1 1031X

    Based in Denver, 8 mi away

    78/100RFA Score

    Ranked #1 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

  4. #4 ASA Ventures Group

    Based in Englewood, 7 mi away

    69/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 16 Google reviews, listed on Google as “Investment company”.

    • 5.0★ from 16 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    3615 S Huron St, Englewood, CO 80110
    View profile for ASA Ventures Group(720) 272-3352

  8. #8 Shockcor Inc

    Based in Englewood, 7 mi away

    68/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 3.7★ from 92 Google reviews, listed on Google as “Investment service”.

    • 3.7★ from 92 Google reviews
    Hours
    Mon–Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    333 W Hampden Ave #440, Englewood, CO 80110
    View profile for Shockcor Inc(303) 861-4667

  11. #11 Fidelity Investments

    Based in Greenwood Village, 5 mi away

    67/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 3.4★ from 33 Google reviews, listed on Google as “Investment service”.

    • 3.4★ from 33 Google reviews
    Hours
    Mon–Sun 12 AM–12 AM
    Address
    6501 S Fiddlers Green Cir, Greenwood Village, CO 80111
    View profile for Fidelity Investments(800) 835-5095

  17. #17 G&S Capital

    Based in Englewood, 6 mi away

    65/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.3★ from 3 Google reviews, listed on Google as “Investment service”.

    • 4.3★ from 3 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    7887 E Belleview Ave #1225, Englewood, CO 80111
    View profile for G&S Capital(303) 773-8000

  22. #22 Fisher Investments

    Based in Greenwood Village, 6 mi away

    65/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 2.4★ from 14 Google reviews, listed on Google as “Investment service”.

    • 2.4★ from 14 Google reviews
    Hours
    Mon–Fri 7 AM–6 PM · Sat–Sun closed
    Address
    5299 DTC Blvd Ste 1140, Greenwood Village, CO 80111
    View profile for Fisher Investments(720) 457-2821

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

investment advisors in Highlands Ranch, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26ET Investments LLC632.0★ (4)11 mi
27Triumph Capital Management634.8★ (37)14 mi
28IPS Strategic Capital635.0★ (100)13 mi
29Rosel Wealth Management635.0★ (32)In Highlands Ranch
30Shelton Capital Management633.0★ (4)13 mi
31Wells Fargo Advisors633.7★ (3)14 mi
32Exchange Resource Group LLC625.0★ (87)13 mi
33Front Range Financial624.9★ (35)3 mi
34WealthClarity | Capital Management624.9★ (31)17 mi
35Five Rings Financial624.8★ (51)8 mi
36Creative Planning625.0★ (36)7 mi
37Centerpiece Wealth Advisors615.0★ (29)5 mi
38Paragon Capital Management615.0★ (15)14 mi
39Windcrest Investments615.0★ (20)2 mi
40Reynolds Financial Group614.9★ (34)6 mi
41Allworth Financial615.0★ (30)7 mi
42Oak Street Investments615.0★ (28)6 mi
43Gallacher Capital Management614.1★ (9)5 mi
44EdgeRock Wealth Management614.9★ (32)6 mi
45Inclinevest Wealth Management | CFP® – Fee-Only Fiduciary Financial Planner615.0★ (25)5 mi
46Matt Ganskopp - Edelman Financial Engines615.0★ (25)6 mi
47Schutte Financial615.0★ (32)10 mi
48Retirement Architects LLC604.7★ (20)2 mi
49Maia Wealth604.9★ (47)14 mi
50Beyond Wealth Advisors605.0★ (26)9 mi

Also serving Highlands Ranch

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 Highlands Ranch
BusinessGoogle ratingDistance
BAM Advisory Group | Highlands Ranch5.0★ (1)In Highlands Ranch
Carson Wealth4.9★ (35)In Highlands Ranch
Charter Financial Resources4.2★ (5)In Highlands Ranch
Damian Walsh - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Highlands Ranch
Edward Jones - Financial Advisor: Brad KrollIn Highlands Ranch
Edward Jones - Financial Advisor: Connie G Williams, CEPA®In Highlands Ranch
Edward Jones - Financial Advisor: Dustin FriendIn Highlands Ranch
Edward Jones - Financial Advisor: Erik Niemeier, CFP®|AAMS®5.0★ (2)In Highlands Ranch
Edward Jones - Financial Advisor: Jon A Rager, CFP®5.0★ (1)In Highlands Ranch
Edward Jones - Financial Advisor: Kevin C ArvidsonIn Highlands Ranch
Endurance Wealth Planning5.0★ (1)In Highlands Ranch
GR Capital Partners, LLPIn Highlands Ranch
KLE FINANCIAL LLC - Tax & Retirement Planning5.0★ (1)In Highlands Ranch
Lord and Richards5.0★ (104)In Highlands Ranch
Mariner4.0★ (9)In Highlands Ranch
McMannis Wealth LLC5.0★ (2)In Highlands Ranch
Resnn Investments, LLC5.0★ (1)In Highlands Ranch
RMW Rocky Mountain Wealth Advisory Group5.0★ (4)In Highlands Ranch
Roots First Financial5.0★ (13)In Highlands Ranch
Wells Fargo AdvisorsIn Highlands Ranch

How we ranked Highlands Ranch investment advisors

We scored 150 Highlands Ranch 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 Highlands Ranch 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 Highlands Ranch: frequently asked questions

Which investment advisor has the highest RFA Score in Highlands Ranch?

By RFA Score, the highest-ranked investment advisor in Highlands Ranch, CO is 1031X with an RFA Score of 78/100. It has 5.0★ from 316 Google reviews. Trading Academy - Denver (#2) and IPX1031: Ted Breitenstein (#3) follow. We ranked 150 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Highlands Ranch?

RankedFinancialAdvisors ranks 150 investment advisors serving Highlands Ranch, CO. 4 of them are based in Highlands Ranch; 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 Highlands Ranch work on weekends?

6 of 150 ranked investment advisors post Saturday hours and 4 post Sunday hours. The highest-ranked open Saturdays is Fidelity Investments (#11). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Highlands Ranch investment advisors have?

The median Google rating among 150 rated investment advisors in Highlands Ranch is 4.9★, with a median of 8 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 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 Highlands Ranch count in this ranking?

Yes, if they are within 25 mi of the Highlands Ranch 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 Highlands Ranch 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 Highlands Ranch 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 Highlands Ranch

  1. November 2026: RFA Scores recalculated for 150 investment advisors serving Highlands Ranch.
  2. November 2026: 1 duplicate listing merged.

More investment advisors and Highlands Ranch pages