Expertise.com

2024

Last updated:

Best Financial Advisors in Aurora

Our Recommended Top 20

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Aurora Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

93Reviewed

63Curated

20Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Website
7001 E Belleview Ave Ste 800, Denver, CO 80237
  • Tax Planning
  • Tax Preparation

Why choose this provider?

An independent financial services firm with locations in Denver and Grand Junction, EdgeRock Wealth Management caters to the investment and insurance needs of individuals, families, and businesses in Aurora. Its advisors create clients' summit plans that cover income, social security, healthcare, and legacy planning with minimized tax liability, maximized savings, and market volatility protection. Striving to build personal relationships while managing people's money, the company engages its clients through events like wine tasting and Topgolf visits.

License Verified:

License: 312325

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.1
Google
4.9 / 5 (12)
Yelp
1.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.8
Responsiveness
Friendliness
Helpfulness
Detail

Price: Call for Quote

SmartAdvisor by SmartAsset logoFEATUREDExpertise.com

SmartAdvisor by SmartAsset

Aurora, CO
  • Estate Planning
  • Financial Planning
  • Retirement Planning
  • Investment Management

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Website
7001 East Belleview Avenue, Denver, CO 80237
  • Certified Financial Planner (CFP)

Why choose this provider?

Janiczek Wealth Management specializes in financial planning services. It assists high-net-worth and ultra-high-net-worth individuals in Aurora needing wealth management, asset inflow, investment performance, and estate tax services. It also caters to clients who want to prepare for their retirement and lifestyle and financial transitions. Janiczek Wealth Management has been recognized by Forbes as the Best-In-State Wealth Advisors for two consecutive years. It also supports Make A Wish, an organization focusing on helping children with critical illnesses.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1029 Syracuse Ct, Denver, CO 80230
  • Certified Financial Planner (CFP)

Why choose this provider?

Holliger Financial Consulting is an independent firm serving Aurora and its surrounding communities. It helps individuals and families in customizing an investment strategy to reach their goals through financial planning, wealth management, and insurance planning. Services include financial advisory, risk management, and tax reduction. One of its managing partners, Thomas Holliger, is a Certified Financial Planner who has been working in the industry since 1991. He works with high-net-worth individuals in monitoring an implemented strategy and making necessary adjustments.

License Verified:

License: 2226959

Investment Adviser Public Disclosure Database, SEC

Website
44 Cook Street, Denver, CO 80206
  • Estate Planning
  • Certified Financial Planner (CFP)

Why choose this provider?

Impactfolio is a financial advisory company that serves Aurora and the surrounding communities. The firm focuses on providing financial planning and portfolio management to clients. Its financial planning services include investment planning, cash flow planning, tax planning, insurance review, and retirement planning. Its advisors also help clients in creating a portfolio that best fits their goals. One of the firm's advisors, Rebecca Kennedy, has been a Certified Financial Planner since 2002 and is a member of The National Association of Personal Financial Advisors.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (12)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
7800 East Union Ave. Suite 585, Denver, CO 80237
  • Certified Financial Planner (CFP)

Why choose this provider?

Clear Creek Advisors caters to clients in Aurora and the surrounding areas. The firm provides personalized advice to clients, helping them achieve financial stability. Among its services are tax management, asset location, income planning, legacy planning, and risk management. Its advisors evaluate each client's financial situation and determine the priorities before developing and implementing strategies. Founder and president Erik Krom is an Investment Adviser Representative who has been protecting and growing families' wealth for over 16 years.

License Verified:

License: 288335

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2373 Central Park Blvd. Suite 100, Denver, CO 80238
  • Estate Planning

Why choose this provider?

Kuhn Advisors, Inc., has been working with individuals in Aurora since 1993. Its financial planning service helps clients achieve their goals. The company creates an investment portfolio that fits a person's risk tolerance. It helps clients prepare for retirement, recommending solutions to cover their twilight-year expenses. It also helps customers make charitable contributions and create educational funds. Founder Mark Kuhn is a certified public accountant who worked at Duke University for 20 years.

License Verified:

License: CRD#: 117816

Investment Adviser Public Disclosure Database, SEC

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
7800 East Union Avenue, Denver, CO 80237
  • Certified Financial Planner (CFP)

Why choose this provider?

Ryan Financial Inc. helps clients in Aurora pursue their financial goals. It utilizes a software system that analyzes market behavior to offer customized financial strategies and guide individuals with their investments. It also offers various financial planning services for insurance, tax, retirement, estate, and lifestyle. The company was founded in 2000 by Robert Ryan, a former chairman of the New Horizons Community Credit Union’s scholarship fund and a member of the Leukemia and Lymphoma Society's board of directors.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (3)

Website
3600 South Beeler Street, Denver, CO 80237
  • Certified Financial Planner (CFP)

Why choose this provider?

Value Financial Advisers, Inc., serves Aurora and the surrounding communities. Established in 1983, it offers portfolio management services to individuals who handle investments. As a fiduciary, it is capable of providing financial planning and wealth management solutions as well. The company's financial advisors are committed to studying the strategies of investors from around the world and incorporating these into their plans. Additionally, they have experience in guiding clients when it comes to retirement planning and estate management.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1345 South Broadway, Denver, CO 80210
  • Certified Financial Planner (CFP)

Why choose this provider?

Colorado Wealth Group provides financial advising services to clients in the Aurora area. It offers various financial planning services, such as tax and business planning, to help individuals strategize their income, cash flow, retirement, and educational funding. It also handles insurance services to secure the long- and short-term financial needs of clients and their families. The company's founder and CEO, Steven Harp, holds the Accredited Investment Fiduciary, Chartered Financial Consultant, and Certified in Long-Term Care designations.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (83)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
7900 East Union Avenue, Denver, CO 80237
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products

Why choose this provider?

Catalyst Retirement Advisors provides services to individuals, professionals, executives, and business owners in Aurora. The firm works closely with its clients to explore various aspects of their financial situations and prioritize across a full range of retirement goals. Its financial professionals help clients accumulate wealth and structure assets, transition saving strategies into spending strategies, manage risks, and distribute assets. The firm's principal advisor and wealth manager, Ronald C. Lottridge, is also a Certified Financial Planner.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
3650 South Yosemite Street Suite 410, Denver, CO 80237
  • Certified Financial Planner (CFP)

Why choose this provider?

AG Financial Services, Inc., offers financial solutions to the residents and businesses of Aurora. Since 1988, it has been helping individuals and families manage their investments through portfolio evaluation and retirement account analysis. It also offers retirement income planning, risk management, insurance analysis, and estate planning. The firm works with entrepreneurs seeking to learn proper money management techniques. AG Financial Services also helps young clients find income sources for further education or retirement.

License Verified:

License: 1425143

Investment Adviser Public Disclosure Database, SEC

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1401 17th Street, Denver, CO 80202
  • Estate Planning
  • Private Wealth Advisor
  • Tax Planning

Why choose this provider?

Maia Wealth is an independent fiduciary providing financial advisory services to clients in Aurora and the surrounding areas. It helps business owners, investors, and individuals maintain and secure their wealth by offering various financial planning services. These include estate planning, risk management, tax strategies, educational funds, and retirement planning. It also caters to individuals who need assistance in managing their investments and preserving their capital. In addition, Maia Wealth partners with portfolio managers, accountants, and attorneys.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (25)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
700 17th Street, Denver, CO 80202
  • Private Wealth Advisor
  • Retirement Planning

Why choose this provider?

Beacon Pointe is an independent wealth advisory firm serving individuals and businesses in Aurora. It provides retirement planning services for individuals and consultations for institutions. Its private wealth management services include asset allocation and customized investment portfolios as well as regular monitoring of investments and making adjustments as needed. The firm has been in the business since 2002 and has 25 offices across the USA. It was added to the list of the 2021 Best-in-State Wealth Advisors by Forbes.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (7)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
8400 East Crescent Parkway, Suite 420, Greenwood Village, CO 80111
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Stordahl Capital Management provides clients in Aurora with financial planning services. Its advisors work closely with clients in developing investment management strategies that can help them achieve their goals, whether it is to pay off debts, minimize taxes, or prepare for retirement. They also help individuals manage their finances, create a cash flow plan, and draft wills. The firm's founder, Bill Stordahl, is a Certified Financial Planner. He reorganized the firm in 2017 to focus on guiding clients in planning their financial lives.

License Verified:

License: 287916

Investment Adviser Public Disclosure Database, SEC

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
9800 Mt. Pyramid Ct. Suite 450, Englewood, CO 80112
  • Certified Financial Planner (CFP)

Why choose this provider?

A&I Financial Services serves customers' needs in Aurora and its surrounding communities. Its clients include individuals, families, and business owners. The firm offers advanced financial, tax, retirement, estate planning, and wealth and investment management. Its advisors guide clients regarding concentrated stock strategies and give investment recommendations that consider environmental, governance, and social factors. A&I Financial Services is a family-owned company that has helped clients make financial decisions for more than 35 years.

License Verified:

License: 148357

Investment Adviser Public Disclosure Database, SEC

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
5105 DTC Parkway, Greenwood Village, CO 80111
  • Retirement Planning
  • Insurance Products

Why choose this provider?

Established in 1990, Colorado Financial Advisors is a group of independent agents who have been providing financial planning services to individuals, families, and entrepreneurs in Aurora. The firm assists with budgeting, savings, and growing its clients' wealth through various solutions, including retirement planning, investments, life insurance, and variable annuities. Its Certified Financial Planners also help clients set up their minimum reserves, eliminate debt, minimize taxes, and allocate or manage their money.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (37)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
101 University Blvd 450, Denver, CO 80206
  • Certified Financial Planner (CFP)

Why choose this provider?

Trilogy financial is a firm of financial advisors in Huntington Beach that works with clients in Aurora. The company offers advice in retirement planning, insurance services, wealth and asset management, estate planning and investment strategies, and college and education planning. It gives benefits that include life and disability coverage, comprehensive health insurance, career development, mentorship, and education. Trilogy has been serving clients since 1999 and was recognized by The Orange County Register as having one of the top workplaces in 2019.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.6
Google
4.6 / 5 (9)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
200 Columbine Street, Denver, CO 80206
  • Certified Financial Planner (CFP)

Why choose this provider?

Moneta is an independent financial advising firm that serves the residents of Aurora and the neighboring communities. It provides a variety of services, including wealth management, retirement planning, and fiduciary estate management. The firm has been around for more than 150 years and has assisted clients throughout various events such as The Great Depression of 1933. Moneta currently has over $27 billion in assets under management (AUM). It has also been nationally recognized by InvestmentNews as one of the "Best Places to Work for Financial Advisers."

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (19)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
1048 Pearl St, Suite 450, Boulder, CO 80302

Why choose this provider?

Crestone Capital, LLC, is an independent and multi-family firm that caters to the financial needs of entrepreneurs in Aurora and across the U.S. It utilizes a client-centric approach to wealth and investment management by assigning dedicated multi-disciplinary teams to grow its customers' portfolios and assets. Its services include balance sheet aggregation, cash flow management, family education, and estate and income tax planning. Crestone Capital's proprietary online reporting system gives clients real-time access to their investments. The firm's financial advisors have more than 30 years of wealth management experience and manage over $3 billion in assets.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.3
Google
4.3 / 5 (11)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What are the potential benefits for individuals in Aurora who diversify their portfolio with alternative investments?

    Individuals in Aurora can gain enhanced portfolio performance and risk management from diversifying with alternative investments. Such investments, including private equity, hedge funds, and commodity pools, offer unique risk-return profiles distinct from conventional stocks and bonds. When skillfully integrated, these alternatives could yield similar returns as traditional portfolios but with reduced risks or, conversely, offer higher returns for the same level of risk.

  • What rules must Aurora financial advisors follow for their services and fees?

    According to the Colorado Division of Securities' "Ongoing Financial Planning Guide," Aurora-based financial advisors must provide clear service deliverables and evidence of work completion and appropriately itemize these on invoices each time a client is charged. Additional requirements are triggered if advisors wish to charge more than $500 in fees six months or more in advance. To avoid these, post-service invoicing is suggested as an effective method.

  • How can women in Aurora prepare financially for a potential divorce?

    Women in Aurora can strengthen their financial situation in the event of a divorce by active participation in joint finances, maintaining personal financial autonomy, and seeking expert guidance. They should understand their marital balance sheet and sustain personal credit and a separate bank account. Assistance from Certified Financial Planner professionals or Certified Divorce Financial Analysts is crucial during divorce proceedings. Post-divorce, hasty financial decisions should be avoided, and a revised financial plan should be drafted.

  • What are the licensing requirements for investment advisers and their representatives operating in Aurora?

    Investment advisor firms in Aurora handling less than $100 million in managed assets must be licensed with the Colorado Division of Securities. Firms managing more than this amount solely answer the SEC but should also notify the Colorado Division of Securities. Investment Adviser Representatives in Aurora, regardless of their firm's assets, need a Colorado license to provide investment counsel to clients. The SEC does not license these individuals.

  • What are the disclosure requirements for investment advisors and their representatives in Aurora?

    In Aurora, investment advisors and their representatives must provide a written disclosure statement to potential and existing clients receiving investment advisory services. This document must encompass details mandated by the state securities commissioner. The disclosure needs to align with the standards of the federal "Investment Advisers Act of 1940," its associated rules, and the stipulations of other states, unless contrary to the public interest or investor protection in the state.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.