Best Value · Westminster
Affordable Financial Advisors in Westminster, CO
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As of July 2026, RatingsNearMe ranks 13 financial advisors in Westminster, CO by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Western Wealth Advisors with a 4.0-star rating from 4 Google reviews and an RNM Score of 62/100. Also in the top tier: APO Financial and Edward Jones - Financial Advisor: Ryan M Cox, ChFC®|CEPA®. The average rating across all listed financial advisors in Westminster is 4.8 stars from 9 reviews per business on average.
Financial advisors in Westminster 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
Edward Jones - Financial Advisor: Jeffrey S Swingle, ChFC®|RICP®|AAMS®
Jeffrey Swingle holds multiple advanced designations (ChFC, RICP, AAMS) and is top-ranked, indicating a high level of expertise and comprehensive financial planning.
Most Reviewed
Edward Jones - Financial Advisor: Jeffrey S Swingle, ChFC®|RICP®|AAMS®
A high number of reviews suggests a broad base of client experiences, offering more reliable insight into the advisor's service quality and consistency.
When choosing a financial advisor in Westminster, verify their fiduciary status and fee structure, and consider scheduling introductory meetings with at least two of these top-ranked advisors to compare their approach and compatibility with your goals.
Local Market Snapshot
13
Businesses listed
4.8★
Avg rating
9
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Trusted by clients with a solid 4.0-star rating from 4 reviews.
14143 Denver W Pkwy #450, Golden, CO 80401, USATrusted by clients, earning a strong 4.6-star rating from 50 reviews.
10155 Westmoor Dr Suite 125, Westminster, CO 80021, USATop-rated Westminster financial advisor with a perfect 5.0-star rating from initial reviews.
14697 Delaware St Suite 240A, Westminster, CO 80023, USAFinancial Advisors Rankings in Westminster, CO
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Western Wealth Advisors14143 Denver W Pkwy #450, Golden, CO 80401, USA | 4.0★ | 4 |
| #2 | APO Financial10155 Westmoor Dr Suite 125, Westminster, CO 80021, USA | 4.6★ | 50 |
| #3 | Edward Jones - Financial Advisor: Ryan M Cox, ChFC®|CEPA®14697 Delaware St Suite 240A, Westminster, CO 80023, USA | 5.0★ | 2 |
| #4 | Millennial Wealth Management2095 W 6th Ave Ste 112, Broomfield, CO 80020, USA | 5.0★ | 4 |
| #5 | Strategic Wealth Designers11030 Circle Point Rd Suite 140, Westminster, CO 80020, USA | 5.0★ | 4 |
| #6 | Edward Jones - Financial Advisor: Matte Simmons, CFP®8825 Eaton St, Westminster, CO 80031, USA | 5.0★ | 1 |
| #7 | CayDen Wealth Management8181 Arista Pl Suite 100, Broomfield, CO 80021, USA | 5.0★ | 20 |
| #8 | Edward Jones - Financial Advisor: Jeffrey S Swingle, ChFC®|RICP®|AAMS®11265 Decatur St Ranch Reserve Plaza, 2 #500, Westminster, CO 80234, USA | 5.0★ | 2 |
| #9 | Kendra Johnson- Financial Framework, LLC8774 Yates Dr #308, Westminster, CO 80031, USA | 5.0★ | 13 |
| #10 | Claire Mork - Edelman Financial Engines1120 W 122nd Ave #300, Westminster, CO 80234, USA | 5.0★ | 9 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Westminster
Earns a perfect 5.0-star rating from a handful of local client reviews.
2095 W 6th Ave Ste 112, Broomfield, CO 80020, USA
Exceptional 5.0-star rating based on 4 positive Google reviews.
11030 Circle Point Rd Suite 140, Westminster, CO 80020, USA
Trusted by clients, this Westminster financial advisor holds a perfect 5.0-star rating.
8825 Eaton St, Westminster, CO 80031, USA
Trusted by clients, this Westminster financial advisor holds a flawless 5.0★ rating from 20 reviews.
8181 Arista Pl Suite 100, Broomfield, CO 80021, USA
Earns a perfect 5.0-star rating from a small number of client reviews.
11265 Decatur St Ranch Reserve Plaza, 2 #500, Westminster, CO 80234, USA
Trusted by clients with a perfect 5.0-star rating from 13 reviews in Westminster.
8774 Yates Dr #308, Westminster, CO 80031, USA
Trusted by clients with a perfect 5.0-star rating from 9 reviews.
1120 W 122nd Ave #300, Westminster, CO 80234, USA
Exceptional 5.0-star rating from 7 Google reviews for financial guidance in Westminster.
1870 W 122nd Ave #600, Westminster, CO 80234, USA
A solid 4.0-star rating from a handful of Google reviews.
2761 W 120th Ave #200, Westminster, CO 80234, USA
Exceptional 5.0-star rating from a handful of Google reviews in Westminster.
12235 N Pecos St #100, Westminster, CO 80234, USA
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Financial Advisors in Westminster, CO — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Western Wealth Advisors | 62/100 | 4.0 ★ | 4 |
| 2 | APO Financial | 73/100 | 4.6 ★ | 50 |
| 3 | Edward Jones - Financial Advisor: Ryan M Cox, ChFC®|CEPA® | 68/100 | 5.0 ★ | 2 |
| 4 | Millennial Wealth Management | 67/100 | 5.0 ★ | 4 |
| 5 | Strategic Wealth Designers | 67/100 | 5.0 ★ | 4 |
| 6 | Edward Jones - Financial Advisor: Matte Simmons, CFP® | 62/100 | 5.0 ★ | 1 |
| 7 | CayDen Wealth Management | 75/100 | 5.0 ★ | 20 |
| 8 | Edward Jones - Financial Advisor: Jeffrey S Swingle, ChFC®|RICP®|AAMS® | 64/100 | 5.0 ★ | 2 |
| 9 | Kendra Johnson- Financial Framework, LLC | 73/100 | 5.0 ★ | 13 |
| 10 | Claire Mork - Edelman Financial Engines | 71/100 | 5.0 ★ | 9 |
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 Westminster
What is a fiduciary financial advisor and why does it matter in Westminster?
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 Westminster, 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 Westminster?
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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