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We don't have financial advisors listed specifically in Fort Collins yet — these top-rated pros from Loveland serve your area and are available for calls and quotes today.
Highest Rated · Fort Collins
Top-Rated Financial Advisors in Fort Collins, CO
Every business ranked by real customer ratings. The pros at the top earned it — through consistent service, not advertising spend.
As of July 2026, RatingsNearMe ranks 20 financial advisors in Fort Collins, CO by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Edward Jones - Financial Advisor: Chris France, CFP®|AAMS® with a 5.0-star rating from 2 Google reviews and an RNM Score of 68/100. Also in the top tier: Peakview Wealth Management and Money Concepts Wealth Management and Financial Planning Center. The average rating across all listed financial advisors in Fort Collins is 4.9 stars from 22 reviews per business on average.
Financial advisors in Fort Collins typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
4.9★
Avg rating
22
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
5.0-star rating from 2 Google reviews for financial advising in Loveland.
3850 N Grant Ave Suite 210, Loveland, CO 80538, USA5.0 stars from 1 Google review, reflecting exceptional client satisfaction.
3780 N Garfield Ave Unit 204, Loveland, CO 80538, USARated 5.0 stars from 2 Google reviews in Loveland, CO.
1419 W 29th St, Loveland, CO 80538, USAFinancial Advisors Rankings in Fort Collins, CO
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Edward Jones - Financial Advisor: Chris France, CFP®|AAMS®3850 N Grant Ave Suite 210, Loveland, CO 80538, USA | 5.0★ | 2 |
| #2 | Peakview Wealth Management3780 N Garfield Ave Unit 204, Loveland, CO 80538, USA | 5.0★ | 1 |
| #3 | Money Concepts Wealth Management and Financial Planning Center1419 W 29th St, Loveland, CO 80538, USA | 5.0★ | 2 |
| #4 | Keystone Financial Services4090 Clydesdale Pkwy #201, Loveland, CO 80538, USA | 4.6★ | 9 |
| #5 | Edward Jones - Financial Advisor: Kevin A Flint, CFP®|ChFC®4184 St Cloud Dr #202, Loveland, CO 80538, USA | 5.0★ | 2 |
| #6 | Macdonald Financial Services4025 St Cloud Dr Ste 250, Loveland, CO 80538, USA | 5.0★ | 205 |
| #7 | Edward Jones - Financial Advisor: Robert V Flood, AAMS®|CKA®4184 St Cloud Dr Unit 202, Loveland, CO 80538, USA | 5.0★ | 4 |
| #8 | Josh Dees - Private Wealth Advisor, Ameriprise Financial Services, LLC4025 St Cloud Dr STE 100, Loveland, CO 80538, USA | — | — |
| #9 | Kevin Dunnigan, CFP® & Hayden Lowry, CFP® — Investment Center Advisor Group290 E 25th St Suite 100, Loveland, CO 80538, USA | 5.0★ | 10 |
| #10 | Paul D. Hummel, ChFC® & Haley S. Lee, CFP® - Investment Center Advisor Group290 E 25th St Suite 200, Loveland, CO 80538, USA | 5.0★ | 3 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Fort Collins
Trusted by locals with a strong 4.6-star rating across 9 reviews.
4090 Clydesdale Pkwy #201, Loveland, CO 80538, USA
Rated 5.0 stars from 2 Google reviews, this Loveland financial advisor is highly regarded.
4184 St Cloud Dr #202, Loveland, CO 80538, USA
Loveland’s top-rated financial advisor with a perfect 5.0-star rating from over 200 reviews.
4025 St Cloud Dr Ste 250, Loveland, CO 80538, USA
A perfect 5.0-star rating from 4 client reviews in Loveland.
4184 St Cloud Dr Unit 202, Loveland, CO 80538, USA
This financial advisor in Loveland has no Google reviews yet to establish a rating.
4025 St Cloud Dr STE 100, Loveland, CO 80538, USA
Exceptional 5.0-star rating from 10 reviews for trusted financial guidance.
290 E 25th St Suite 100, Loveland, CO 80538, USA
Rated 5.0 stars from three Google reviews in Loveland.
290 E 25th St Suite 200, Loveland, CO 80538, USA
Earned a perfect 5.0-star rating from early client reviews in Loveland.
700 W Eisenhower Blvd #130, Loveland, CO 80537, USA
5.0 stars from 60 Google reviews reflect exceptional client trust and satisfaction.
750 W Eisenhower Blvd #300, Loveland, CO 80537, USA
5.0 stars from 5 Google reviews for a trusted local advisor.
1615 Foxtrail Dr Suite 260, Loveland, CO 80538, USA
A Loveland financial advisor with no customer reviews yet to reference for feedback.
1635 Foxtrail Dr #125, Loveland, CO 80538, USA
Top-rated financial advisor in Loveland with a perfect 5.0-star rating from recent reviews.
1635 Foxtrail Dr, Loveland, CO 80538, USA
Financial advisor in Loveland rated 4.7 stars from 51 reviews.
5401 Stone Creek Cir Unit 201, Loveland, CO 80538, USA
Consistently rated 5.0 stars across all Google reviews for financial guidance in Loveland.
525 N Cleveland Ave, Loveland, CO 80537, USA
Rated 4.7 stars from 13 Google reviews, reflecting strong client satisfaction.
201 E 4th St #95, Loveland, CO 80537, USA
Rated 5.0 stars from 10 reviews, this Loveland financial advisor is highly regarded.
201 E 4th St Ste 23, Loveland, CO 80537, USA
Exceptional 5.0-star rating across 6 reviews from local clients in Loveland.
1051 Eagle Dr, Loveland, CO 80537, USA
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Financial Advisors in Fort Collins, CO — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Edward Jones - Financial Advisor: Chris France, CFP®|AAMS® | 68/100 | 5.0 ★ | 2 |
| 2 | Peakview Wealth Management | 74/100 | 5.0 ★ | 1 |
| 3 | Money Concepts Wealth Management and Financial Planning Center | 68/100 | 5.0 ★ | 2 |
| 4 | Keystone Financial Services | 76/100 | 4.6 ★ | 9 |
| 5 | Edward Jones - Financial Advisor: Kevin A Flint, CFP®|ChFC® | 68/100 | 5.0 ★ | 2 |
| 6 | Macdonald Financial Services | 99/100 | 5.0 ★ | 205 |
| 7 | Edward Jones - Financial Advisor: Robert V Flood, AAMS®|CKA® | 70/100 | 5.0 ★ | 4 |
| 8 | Josh Dees - Private Wealth Advisor, Ameriprise Financial Services, LLC | 15/100 | — | 0 |
| 9 | Kevin Dunnigan, CFP® & Hayden Lowry, CFP® — Investment Center Advisor Group | 83/100 | 5.0 ★ | 10 |
| 10 | Paul D. Hummel, ChFC® & Haley S. Lee, CFP® - Investment Center Advisor Group | 78/100 | 5.0 ★ | 3 |
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 Fort Collins
What is a fiduciary financial advisor and why does it matter in Fort Collins?
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 Fort Collins, 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 Fort Collins?
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 4, 2026.
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