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Investment Advisors in Superior, CO: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Superior: 1031X, RFA Score 71/100; 5.0★ from 316 Google reviews.

  2. 3

    Most-reviewed: New Direction Trust Company, 854 Google reviews at 4.7★, the most of 123 ranked; ranked #3.

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

123 Superior 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 123 rated firms.

Top 10 investment advisors in Superior 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 Superior at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
11031X715.0★ (316)Denver, 25 mi awayTop score
2Legacy Capital Partners Inc684.6★ (11)Lafayette, 5 mi away—
3New Direction Trust Company674.7★ (854)Louisville, 1 mi awayMost reviews
4Red Chair Realty Advisors, LLC664.6★ (23)Denver, 15 mi away—
5Wells Fargo Advisors664.0★ (4)Broomfield, 2 mi away—
6Colorado Capital Management665.0★ (56)Boulder, 6 mi away—
7Golden Wealth Solutions, Inc (Golden office)654.9★ (11)Golden, 16 mi away—
8Mountain Capital Investment Advisors645.0★ (3)Westminster, 9 mi away—
9Valenta Capital Management645.0★ (3)Westminster, 9 mi away—
10Triumph Capital Management645.0★ (18)Louisville, 1 mi away—

All 123 investment advisors in Superior, 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 Superior

    #1 1031X

    Based in Denver, 25 mi away

    71/100RFA 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

  11. #11 ASA Ventures Group

    Based in Englewood, 23 mi away

    64/100RFA Score

    Ranked #11 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

  16. #16 Shockcor Inc

    Based in Englewood, 23 mi away

    62/100RFA Score

    Ranked #16 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

  25. #25 IPS Strategic Capital

    Based in Denver, 17 mi away

    60/100RFA Score

    Ranked #25 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

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

investment advisors in Superior, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Peak Asset Management LLC605.0★ (3)4 mi
27Wells Fargo Advisors603.7★ (3)24 mi
28Paragon Capital Management605.0★ (15)17 mi
29Exchange Resource Group LLC605.0★ (87)19 mi
30Oliver Asset Management594.8★ (17)17 mi
31CayDen Wealth Management595.0★ (20)5 mi
32Edward Jones - Financial Advisor: Cira Forbes, CFP®|CEPA®|AAMS®585.0★ (9)2 mi
33Claire Mork - Edelman Financial Engines585.0★ (19)9 mi
34Maia Wealth584.9★ (47)17 mi
35Wendy Martinez - Edelman Financial Engines585.0★ (18)9 mi
36Kendra Johnson- Financial Framework, LLC585.0★ (18)9 mi
37Trajan Wealth584.9★ (9)3 mi
38AIO Fee Only Financial Advisors584.9★ (11)6 mi
39Stealth Wealth Group575.0★ (17)11 mi
40Edward Jones - Financial Advisor: Matt Kollmorgen575.0★ (5)1 mi
41Edward Jones - Financial Advisor: Brittany Maracine, CEPA®|AAMS®|CRPC™575.0★ (13)9 mi
42Millennial Wealth Management575.0★ (7)4 mi
43Oakway Financial LLC575.0★ (19)13 mi
44Edelman Financial Engines575.0★ (11)9 mi
45Fidelity Investments573.6★ (48)3 mi
46GHP Investment Advisors, Inc.574.3★ (6)18 mi
47Bengtson Wealth Management | Ameriprise Financial Services574.7★ (13)10 mi
48Grandview Investment Advisors575.0★ (3)16 mi
49Edward Jones - Financial Advisor: Beth E Stenz, CFP®|ChFC®|CPWA®|CEPA®|SE-AWMA®575.0★ (10)10 mi
50The Guardian Group564.9★ (17)15 mi

Also serving Superior

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 Superior
BusinessGoogle ratingDistance
AMG National Trust5.0★ (2)7 mi
Aweida Capital PartnersIn Superior
Boulder Wealth Advisors5.0★ (2)7 mi
Brightside Wealth Advisors - Ameriprise Financial Services, LLC5.0★ (2)7 mi
Edward JonesIn Superior
Edward Jones - Financial Advisor: Edward Ariniello, CFP®|CAP®|CKA®5.0★ (2)2 mi
Edward Jones - Financial Advisor: Jeffrey D Luce5.0★ (2)7 mi
Edward Jones - Financial Advisor: Jeffrey S Swingle, ChFC®|AAMS®5.0★ (2)9 mi
Edward Jones - Financial Advisor: Jennifer W Music, CFP®|ChFC®|AAMS®5.0★ (2)4 mi
Edward Jones - Financial Advisor: Liz Barnett, CFP®|CRPC™In Superior
Edward Jones - Financial Advisor: Monica L Marquez5.0★ (2)10 mi
Edward Jones - Financial Advisor: Patrick Hager5.0★ (2)8 mi
Edward Jones - Financial Advisor: Ryan M Cox, ChFC®|CEPA®5.0★ (2)9 mi
Edward Jones - Financial Advisor: Troy H York3.0★ (2)13 mi
Edward Jones - Financial Advisor: Will Hudson, ChFC®|AAMS®|CRPC™5.0★ (2)8 mi
First Western Trust Bank Broomfield5.0★ (2)3 mi
Hinman Financial Planning, Inc.5.0★ (2)9 mi
REN Financial Advisors, LLCIn Superior
Sulit Group2.5★ (2)8 mi
Wells Fargo Advisors2.5★ (2)12 mi

How we ranked Superior investment advisors

We scored 123 Superior 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 Superior 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 Superior: frequently asked questions

Which investment advisor has the highest RFA Score in Superior?

By RFA Score, the highest-ranked investment advisor in Superior, CO is 1031X with an RFA Score of 71/100. It has 5.0★ from 316 Google reviews. Legacy Capital Partners Inc (#2) and New Direction Trust Company (#3) follow. We ranked 123 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Superior?

RankedFinancialAdvisors ranks 123 investment advisors serving Superior, CO. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which investment advisors in Superior work on weekends?

2 of 123 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 Superior investment advisors have?

The median Google rating among 123 rated investment advisors in Superior 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 Superior count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 123 investment advisors serving Superior.
  2. November 2026: 1 duplicate listing merged.

More investment advisors and Superior pages