Top financial advisors in Colorado
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
Choosing the right financial advisor in Colorado means focusing on whether they can handle your specific financial needs, not just picking from a large list. A common mistake is hiring an advisor based on reputation alone and later finding out they don't work with your particular situation.
- Match on the actual work. Ask what a typical day looks like for the advisor. Someone focused on retirement income might not be the best fit if you need help with stock options or business planning.
- Fee model fit. Advisors may charge flat fees, a percentage of assets managed, or hourly rates. Understand how they get paid to see if it aligns with your preferences.
- Tax planning approach. Colorado's flat income tax simplifies tax planning compared to states with progressive taxes. Confirm the advisor considers this in their strategies.
- Continuity risk. If the advisor works solo, ask about their plan if they retire or leave. In a team, find out who else would manage your account if your main contact is unavailable.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Ava B
Series 66
Denver, CO
Charles Schwab
Ava Bollinger is equipped to assist with complex financial needs in Colorado, including private and alternative investments, real estate investing, and multi-state taxation, which can be valuable for clients with diverse portfolios. Working at Charles Schwab, a large firm serving high-net-worth individuals, she offers a 0.80% annual fee structure and access to both discretionary and non-discretionary investment options, distinguishing her from advisors at smaller firms.
Experience: 1 year
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Parker S
Series 66, Series 63
Boulder, CO
Morgan Stanley
Parker Stanford's role at Morgan Stanley equips him to address financial needs in Colorado, including general estate planning guidance, supported by the firm's structured discovery processes and broad advisory programs. His experience at a large firm and prior work at Charles Schwab provide a foundation in diverse client services, while his involvement with elder care accounting adds a unique perspective compared to other advisors in the area.
Experience: 1 year
Avg account: $670,481
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Terry T
Series 65
Colorado Springs, CO
Replica Wealth Advisors Inc
Terry Thomason specializes in retirement income strategy, Social Security optimization, and Roth conversion strategy, making him well-suited for clients seeking comprehensive income planning in Colorado. Operating an independent firm with a negotiable 1.50% AUM fee, he offers non-discretionary portfolio guidance and educational seminars, distinguishing him from advisors who manage portfolios directly or have fixed fee structures.
Experience: 12 years
Avg account: $125,031
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Steven A
Series 63, Series 65
Boulder, CO
Geneos Wealth Management, Inc.
Steven Arrigan's extensive 39 years of experience and expertise in ESG and options strategies equip him well to address diverse financial needs in Colorado. Operating with a flat-fee structure and independent status at Geneos Wealth Management, he serves a broad client base including trusts and pension plans, offering continuous account monitoring and discretionary trading, which distinguishes him from advisors with narrower focuses or different fee models.
Experience: 39 years
Avg account: $423,489
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Spencer C
Series 63, Series 66
Greenwood Village, CO
Wells Fargo Clearing
Spencer Cure is equipped to assist with financial planning in Colorado, leveraging seven years of experience and expertise with high-net-worth clients at a large firm. His flat-fee structure and background as a retired founder/business owner differentiate him from others, while Wells Fargo Clearing's broad investment options and IPS-driven approach provide a comprehensive platform for managing diverse financial needs.
Experience: 7 years
Avg account: $475,575
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