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Investment Advisors in Northglenn, CO: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Northglenn: 1031X, RFA Score 73/100; 5.0★ from 316 Google reviews.

  2. 10

    Most-reviewed: New Direction Trust Company, 854 Google reviews at 4.7★, the most of 188 ranked; ranked #10.

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

188 Northglenn 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 5.0★ across 188 rated firms.

Top 10 investment advisors in Northglenn 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 Northglenn at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
11031X735.0★ (316)Denver, 17 mi awayTop score
2Trading Academy - Denver704.7★ (201)Aurora, 17 mi away—
3Red Chair Realty Advisors, LLC674.6★ (23)Denver, 10 mi away—
4Legacy Capital Partners Inc664.6★ (11)Lafayette, 9 mi away—
5Mountain Capital Investment Advisors665.0★ (3)Westminster, 3 mi away—
6Valenta Capital Management665.0★ (3)Westminster, 3 mi away—
7ASA Ventures Group665.0★ (16)Englewood, 16 mi away—
8Golden Wealth Solutions, Inc (Golden office)654.9★ (11)Golden, 15 mi away—
9Chad Aaberg - 5280 Associates655.0★ (7)Denver, 13 mi away—
10New Direction Trust Company654.7★ (854)Louisville, 11 mi awayMost reviews

All 188 investment advisors in Northglenn, 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 Northglenn

    #1 1031X

    Based in Denver, 17 mi away

    73/100RFA 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

  7. #7 ASA Ventures Group

    Based in Englewood, 16 mi away

    66/100RFA Score

    Ranked #7 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

  14. #14 IPX1031: Ted Breitenstein

    Based in Highlands Ranch, 23 mi away

    64/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 14 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 14 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1745 Shea Center Dr #400, Highlands Ranch, CO 80129
    View profile for IPX1031: Ted Breitenstein(303) 242-6572

  15. #15 Shockcor Inc

    Based in Englewood, 16 mi away

    64/100RFA Score

    Ranked #15 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

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

investment advisors in Northglenn, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26IPX1031: Tracey Wilson, CES625.0★ (6)23 mi
27G&S Capital614.3★ (3)19 mi
28Paragon Capital Management615.0★ (15)9 mi
29Triumph Capital Management615.0★ (18)11 mi
30Fidelity Investments613.4★ (33)20 mi
31IPS Strategic Capital615.0★ (100)13 mi
32Wakefield Asset Management613.3★ (4)19 mi
33Tangible Wealth Solutions LLC613.7★ (6)21 mi
34Wells Fargo Advisors612.3★ (4)18 mi
35Consolidated Investment Group614.0★ (4)23 mi
36Springbok Wealth Partners615.0★ (35)6 mi
37Fisher Investments602.4★ (14)19 mi
38Exchange Resource Group LLC605.0★ (87)17 mi
39Maia Wealth604.9★ (47)9 mi
40Claire Mork - Edelman Financial Engines605.0★ (19)2 mi
41Dechtman Wealth Management604.9★ (136)20 mi
42Wendy Martinez - Edelman Financial Engines605.0★ (18)2 mi
43Simmons Investment Management605.0★ (7)10 mi
44Kendra Johnson- Financial Framework, LLC595.0★ (18)4 mi
45CayDen Wealth Management595.0★ (20)6 mi
46InSight Financial Planners595.0★ (52)16 mi
47Edelman Financial Engines595.0★ (11)2 mi
48GHP Investment Advisors, Inc.594.3★ (6)10 mi
49Grandview Investment Advisors585.0★ (3)9 mi
50Oakway Financial LLC585.0★ (19)9 mi

Also serving Northglenn

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 Northglenn
BusinessGoogle ratingDistance
Amy Hloucal - ThriventIn Northglenn
Andrew Flanscha - ThriventIn Northglenn
Boos Financial Services IncIn Northglenn
Corporate Cash Credit4.8★ (23)In Northglenn
Cory Lange - ThriventIn Northglenn
David Michael Choury: Primerica - Financial ServicesIn Northglenn
Edward Jones - Financial Advisor: Jeffrey D Luce5.0★ (2)6 mi
Edward Jones - Financial Advisor: Jeffrey S Swingle, ChFC®|AAMS®5.0★ (2)2 mi
Edward Jones - Financial Advisor: Monica L Marquez5.0★ (2)In Northglenn
Edward Jones - Financial Advisor: Patrick Hager5.0★ (2)6 mi
Edward Jones - Financial Advisor: Ryan M Cox, ChFC®|CEPA®5.0★ (2)5 mi
Edward Jones - Financial Advisor: Ryan M Walker, CFP®|CEPA®|CRPC™|CRPS™5.0★ (1)In Northglenn
Edward Jones - Financial Advisor: Will Hudson, ChFC®|AAMS®|CRPC™5.0★ (2)6 mi
Fast Unsecured4.5★ (17)In Northglenn
First Western Trust Bank Broomfield5.0★ (2)7 mi
Jeff Schuchard - Thrivent3.0★ (2)In Northglenn
Ryakai Asset Management5.0★ (2)8 mi
Sulit Group2.5★ (2)5 mi
Together Financial Group - ThriventIn Northglenn
Wells Fargo Advisors2.5★ (2)8 mi

How we ranked Northglenn investment advisors

We scored 188 Northglenn 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 Northglenn 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 Northglenn: frequently asked questions

Which investment advisor has the highest RFA Score in Northglenn?

By RFA Score, the highest-ranked investment advisor in Northglenn, CO is 1031X with an RFA Score of 73/100. It has 5.0★ from 316 Google reviews. Trading Academy - Denver (#2) and Red Chair Realty Advisors, LLC (#3) follow. We ranked 188 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Northglenn?

RankedFinancialAdvisors ranks 188 investment advisors serving Northglenn, CO. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which investment advisors in Northglenn work on weekends?

6 of 188 ranked investment advisors post Saturday hours and 4 post Sunday hours. Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Northglenn investment advisors have?

The median Google rating among 188 rated investment advisors in Northglenn is 5.0★, with a median of 9 reviews. New Direction Trust Company has the most, 854 reviews, and ranks #10. 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 Northglenn count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 188 investment advisors serving Northglenn.
  2. November 2026: 1 duplicate listing merged.

More investment advisors and Northglenn pages