10+ Years · Englewood
Experienced Financial Advisors in Englewood, CO
Experience matters. These financial advisors in Englewood have years of proven work behind them — and the reviews to back it up.
As of July 2026, RatingsNearMe ranks 15 financial advisors in Englewood, CO by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Blue Heron Capital, LLC with a 5.0-star rating from 18 Google reviews and an RNM Score of 86/100. Also in the top tier: JP Morand & Company & The Center for Retirement Readiness and Mariner. The average rating across all listed financial advisors in Englewood is 4.8 stars from 6 reviews per business on average.
Financial advisors in Englewood typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 5, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Edward Jones - Financial Advisor: Sean von Manowski, CFP®
Sean von Manowski is a CFP® professional with a strong reputation and comprehensive financial planning expertise.
Most Reviewed
Wealth Watch Advisors
A higher number of reviews often reflects a broader client base and a track record of service reliability.
When choosing a financial advisor in Englewood, consider interviewing multiple candidates to ensure their expertise aligns with your financial goals, and check for professional credentials like CFP® or CRPC™.
Local Market Snapshot
15
Businesses listed
4.8★
Avg rating
6
Avg reviews
Jul 5, 2026
Last updated
Top Rated Financial Advisors
Rated 5.0 stars from 18 Google reviews by local clients in Englewood.
2 Inverness Dr E STE 106, Englewood, CO 80112, USATrusted by clients with a 4.8-star rating from 24 reviews in Englewood.
6500 S Quebec St # 300, Englewood, CO 80111, USATrusted by local clients with a strong 4.7-star rating from 11 reviews.
8310 S Valley Hwy Suite 205, Englewood, CO 80112, USAFinancial Advisors Rankings in Englewood, CO
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Blue Heron Capital, LLC2 Inverness Dr E STE 106, Englewood, CO 80112, USA | 5.0★ | 18 |
| #2 | JP Morand & Company & The Center for Retirement Readiness6500 S Quebec St # 300, Englewood, CO 80111, USA | 4.8★ | 24 |
| #3 | Mariner8310 S Valley Hwy Suite 205, Englewood, CO 80112, USA | 4.7★ | 11 |
| #4 | Wealth Watch Advisors8310 S Valley Hwy #107, Englewood, CO 80112, USA | 5.0★ | 4 |
| #5 | Edward Jones - Financial Advisor: Sean von Manowski, CFP®333 W Hampden Ave #600, Englewood, CO 80110, USA | 5.0★ | 1 |
| #6 | Edward Jones - Financial Advisor: Kimberly D Taggart, ChFC®8310 S Valley Hwy #285, Englewood, CO 80112, USA | 5.0★ | 3 |
| #7 | Beyond Wealth Advisors3900 E Mexico Ave #950, Denver, CO 80210, USA | 5.0★ | 8 |
| #8 | Leigh Wealth Management Group385 Inverness Pkwy #360, Englewood, CO 80112, USA | 4.0★ | 4 |
| #9 | Edelman Financial Engines9635 Maroon Cir #405, Englewood, CO 80112, USA | 3.0★ | 4 |
| #10 | DURABLE Wealth Management, LLC400 Inverness Pkwy Suite 270, Englewood, CO 80112, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Englewood
Rated 5.0 stars from 4 Google reviews in Englewood, CO.
8310 S Valley Hwy #107, Englewood, CO 80112, USA
Boasting a flawless 5.0-star rating from its first few reviews.
333 W Hampden Ave #600, Englewood, CO 80110, USA
An exceptional 5.0 rating, based on a small number of recent reviews.
8310 S Valley Hwy #285, Englewood, CO 80112, USA
Rated 5.0 stars from 8 Google reviews, reflecting consistent client satisfaction.
3900 E Mexico Ave #950, Denver, CO 80210, USA
Clients report solid service, reflected in a 4.0-star rating from 4 reviews.
385 Inverness Pkwy #360, Englewood, CO 80112, USA
Mixed 3.0-star rating from 4 Google reviews, indicating average client experiences.
9635 Maroon Cir #405, Englewood, CO 80112, USA
Rated 5.0 stars from two reviews, this Englewood advisor is highly recommended.
400 Inverness Pkwy Suite 270, Englewood, CO 80112, USA
Consistently earns a perfect 5.0-star rating from its first few clients.
4301 S Broadway, Englewood, CO 80113, USA
Rated 5.0 stars from a small number of Google reviews in Englewood.
385 Inverness Pkwy #390, Englewood, CO 80112, USA
5.0★ rating from a handful of Google reviews in Englewood.
116 Inverness Dr E Suite 430, Englewood, CO 80112, USA
5.0 stars from a few reviews, reflecting high client satisfaction.
8310 S Valley Hwy #285, Englewood, CO 80112, USA
Rated 5.0 stars from one glowing Google review, this trusted local advisor.
304 Inverness Way S #165, Englewood, CO 80112, USA
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Financial Advisors in Englewood, CO — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Blue Heron Capital, LLC | 86/100 | 5.0 ★ | 18 |
| 2 | JP Morand & Company & The Center for Retirement Readiness | 84/100 | 4.8 ★ | 24 |
| 3 | Mariner | 78/100 | 4.7 ★ | 11 |
| 4 | Wealth Watch Advisors | 79/100 | 5.0 ★ | 4 |
| 5 | Edward Jones - Financial Advisor: Sean von Manowski, CFP® | 65/100 | 5.0 ★ | 1 |
| 6 | Edward Jones - Financial Advisor: Kimberly D Taggart, ChFC® | 69/100 | 5.0 ★ | 3 |
| 7 | Beyond Wealth Advisors | 74/100 | 5.0 ★ | 8 |
| 8 | Leigh Wealth Management Group | 62/100 | 4.0 ★ | 4 |
| 9 | Edelman Financial Engines | 36/100 | 3.0 ★ | 4 |
| 10 | DURABLE Wealth Management, LLC | 76/100 | 5.0 ★ | 2 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Englewood
What is a fiduciary financial advisor and why does it matter in Englewood?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Englewood, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Englewood?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: July 5, 2026.
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