Ways to browse advisors serving Aurora, CO

Pick a specialty or descriptor to browse more advisors serving Aurora, CO.

By how they work

Type	Advisors
Large-firm	5,428
Flat-fee	3,271
Seasoned	1,866
Independent	1,687
CFP®-certified	1,243

By who they serve

Type	Advisors
High-net-worth	1,313
Baby Boomer	76
Millennial	7
Gen X	5

Browse by specialty

Find advisors serving Aurora, CO who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	3,659
Executive	2,318
Wealth management	2,259
Retired	2,106
College savings (529s, UTMA, etc.)	1,609
Tax-loss harvesting	1,607
Active portfolio management	1,572
Private / alternative investments	1,494
Retirement plans for business owners (SEP, solo 401k)	1,431
Retirement income strategy	1,317
General retirement planning	1,203
Charitable giving & philanthropy	1,044
Real estate investing	740
Options & derivatives strategies	710
Approaching retirement	637
ESG / Sustainable investing	628
General estate planning guidance	599
Passive / index investing	551
Cash flow / budgeting	549
Social Security optimization	491
Debt management	444
Concentrated stock management	392
HENRY (High Earners, Not Rich Yet)	388
Income planning	387
Business exit / sale strategy	371
Self-Employed	345
Annuities	323
Mid-Career Professionals	305
Equity compensation tax strategy	221
Multi-generational wealth transfer	190
Business ownership considerations	177
Established Professionals	165
Retirement withdrawal strategies	156
General tax planning	141
Financial Professional	133
Business succession planning	127
Women Professionals	116
Divorce financial planning	108
Educators, Teachers, and Academics	82
Long-term care insurance	63
Attorney	57
Values-based investing	51
Divorced	47
Married/Couples/Partners	44
Dentist	40
Parents	40
Tax strategies for small businesses	39
Doctor or Medical Professional	34
Equity Recipients (RS/RSU, SOP, ESPP)	31
Liquidity event planning	31
Factor investing / smart beta	30
Planning for children with special needs	28
Professional Athlete	26
Young Professionals	24
Family Business	21
Life insurance needs analysis	19
Medicare planning	18
Technology Professional	18
Military & Veterans	17
Roth conversion strategy	17
Stock option exercise strategy	17
Consultant	15
Intergenerational Families	15
Charitable giving tax strategies	14
Startup equity planning	14
Women's Finance	14
Young Families	14
LGBTQIA	13
Religious/faith focused	12
Widow/Widower	7
Business Financial Management	5
Business sale tax planning	5
Dual Income Family	5
Retired	3

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support