Best Financial Advisors in BROOMFIELD, Colorado
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
4
Registered Firms
0.95%
Median Fee
of assets/year
$171M
Median AUM
4
Firms Listed
in our database
Top-Ranked Advisors in BROOMFIELD
#1
100
PEAK FINANCIAL MANAGEMENT, INC.
BROOMFIELD, CO · Since 2025
$109M AUM2 clientsFee: 0%
FiduciaryFee-Only
#2
100
COHESION WEALTH MANAGEMENT, LLC
BROOMFIELD, CO · Since 2020
$171M AUM3 clientsFee: 0%
FiduciaryFee-Only
#3
100
CULTIVATE WEALTH PARTNERS
BROOMFIELD, CO · Since 2026
$0 AUM1 clientsFee: 0%
FiduciaryFee-Only
#4
100
WHITE HAWK WEALTH MANAGEMENT
BROOMFIELD, CO · Since 2026
$0 AUM2 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in BROOMFIELD?
The median advisory fee in BROOMFIELD, CO is 0.95% of assets under management per year, based on Form ADV filings from 4 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.