Verified · Highlands Ranch
Trusted Financial Advisors in Highlands Ranch, CO
Trust matters when you're inviting a pro into your home or business. These financial advisors in Highlands Ranch have earned it through hundreds of verified reviews.
As of July 2026, RatingsNearMe ranks 18 financial advisors in Highlands Ranch, CO by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is "Save Smart College Funding & Planning, Inc" with a 5.0-star rating from 143 Google reviews and an RNM Score of 85/100. Also in the top tier: Lord and Richards and Vertex Financial Group, Inc.. The average rating across all listed financial advisors in Highlands Ranch is 4.9 stars from 23 reviews per business on average.
Financial advisors in Highlands Ranch 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.
Best Overall
Resnn Investments, LLC
Resnn Investments, LLC stands out as the top-ranked advisor in Highlands Ranch due to its strong reputation and comprehensive financial planning services.
Most Reviewed
Rosel Wealth Management
A high number of reviews indicates broad client experience and trust, helping consumers gauge service consistency and satisfaction.
When choosing a financial advisor in Highlands Ranch, consider both their ranking and the number of reviews to balance reputation with real client feedback. Always verify credentials and fee structures before committing.
Local Market Snapshot
18
Businesses listed
4.9★
Avg rating
23
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Trusted by hundreds of clients with a perfect 5.0-star rating.
10221 Kentley Hills, Highlands Ranch, CO 80126, USATrusted by clients with a 4.9-star rating from nearly 100 reviews.
8744 Kendrick Castillo Way Ste. 100, Highlands Ranch, CO 80129, USAWith a 4.7-star rating from 39 reviews, clients consistently report strong satisfaction.
640 Plaza Dr #120, Highlands Ranch, CO 80129, USAFinancial Advisors Rankings in Highlands Ranch, CO
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | "Save Smart College Funding & Planning, Inc"10221 Kentley Hills, Highlands Ranch, CO 80126, USA | 5.0★ | 143 |
| #2 | Lord and Richards8744 Kendrick Castillo Way Ste. 100, Highlands Ranch, CO 80129, USA | 4.9★ | 98 |
| #3 | Vertex Financial Group, Inc.640 Plaza Dr #120, Highlands Ranch, CO 80129, USA | 4.7★ | 39 |
| #4 | Damian Walsh - Private Wealth Advisor, Ameriprise Financial Services, LLC640 Plaza Dr Suite 220, Highlands Ranch, CO 80129, USA | 5.0★ | 1 |
| #5 | Rosel Wealth Management1805 Shea Center Dr Suite 420, Highlands Ranch, CO 80129, USA | 5.0★ | 31 |
| #6 | Carson Wealth300 Plaza Dr #300, Highlands Ranch, CO 80129, USA | 4.8★ | 18 |
| #7 | Roots First Financial1745 Shea Center Dr 4th Floor, Highlands Ranch, CO 80129, USA | 5.0★ | 13 |
| #8 | Mariner8871 Ridgeline Blvd #100, Highlands Ranch, CO 80129, USA | 4.0★ | 9 |
| #9 | Endurance Wealth Planning10700 Stonington St, Highlands Ranch, CO 80126, USA | 5.0★ | 1 |
| #10 | Charter Financial Resources9335 Commerce Center St UNIT B5, Highlands Ranch, CO 80129, USA | 4.2★ | 5 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Highlands Ranch
5.0★ rating from a handful of Google reviews for this Highlands Ranch advisor.
640 Plaza Dr Suite 220, Highlands Ranch, CO 80129, USA
Top-rated Highlands Ranch financial advisor with a perfect 5.0 stars from 31 reviews.
1805 Shea Center Dr Suite 420, Highlands Ranch, CO 80129, USA
4.8 stars from 18 reviews, reflecting consistently high client satisfaction.
300 Plaza Dr #300, Highlands Ranch, CO 80129, USA
Rated 5.0 stars from 13 Google reviews, this Highlands Ranch advisor is highly recommended.
1745 Shea Center Dr 4th Floor, Highlands Ranch, CO 80129, USA
Consistently rated 4.0 stars from 9 Google reviews for financial guidance in Highlands Ranch.
8871 Ridgeline Blvd #100, Highlands Ranch, CO 80129, USA
5.0 stars from one review, reflecting exceptional client satisfaction in Highlands Ranch.
10700 Stonington St, Highlands Ranch, CO 80126, USA
4.2 stars from 5 reviews; a solid local option for financial guidance.
9335 Commerce Center St UNIT B5, Highlands Ranch, CO 80129, USA
Earns a perfect 5.0-star rating from a small number of client reviews.
4185 E Wildcat Reserve Pkwy #301, Highlands Ranch, CO 80126, USA
Rated 5.0 stars from two Google reviews for financial guidance in Highlands Ranch.
1745 Shea Center Dr Suite 459, Highlands Ranch, CO 80129, USA
Rated 5.0 stars from a small number of Google reviews.
2651 Hunters Pl, Highlands Ranch, CO 80129, USA
5.0 stars from early clients shows strong local satisfaction.
1745 Shea Center Dr Suite 140, Highlands Ranch, CO 80129, USA
New to Google reviews with no ratings yet; local financial advisor in Highlands Ranch.
66 Springer Dr #304, Highlands Ranch, CO 80129, USA
Trusted financial advisor in Highlands Ranch, CO, currently unrated with no Google reviews yet.
9376 S University Blvd, Highlands Ranch, CO 80126, USA
Exceptional 5.0-star rating based on 1 Google review in Highlands Ranch.
26 W Dry Creek Cir Suite 360, Littleton, CO 80120, USA
Rated 5.0 stars from 4 Google reviews, this local financial advisor is highly regarded.
8191 Southpark Ln UNIT 110, Littleton, CO 80120, USA
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Financial Advisors in Highlands Ranch, CO — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | "Save Smart College Funding & Planning, Inc" | 85/100 | 5.0 ★ | 143 |
| 2 | Lord and Richards | 82/100 | 4.9 ★ | 98 |
| 3 | Vertex Financial Group, Inc. | 85/100 | 4.7 ★ | 39 |
| 4 | Damian Walsh - Private Wealth Advisor, Ameriprise Financial Services, LLC | 62/100 | 5.0 ★ | 1 |
| 5 | Rosel Wealth Management | 77/100 | 5.0 ★ | 31 |
| 6 | Carson Wealth | 71/100 | 4.8 ★ | 18 |
| 7 | Roots First Financial | 73/100 | 5.0 ★ | 13 |
| 8 | Mariner | 54/100 | 4.0 ★ | 9 |
| 9 | Endurance Wealth Planning | 62/100 | 5.0 ★ | 1 |
| 10 | Charter Financial Resources | 54/100 | 4.2 ★ | 5 |
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 Highlands Ranch
What is a fiduciary financial advisor and why does it matter in Highlands Ranch?
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 Highlands Ranch, 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 Highlands Ranch?
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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