Best Financial Advisors in BROOMFIELD, Colorado
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in BROOMFIELD
COHESION WEALTH MANAGEMENT, LLC
BROOMFIELD, CO · Since 2020
PEAK FINANCIAL MANAGEMENT, INC.
BROOMFIELD, CO · Since 2025
WHITE HAWK WEALTH MANAGEMENT
BROOMFIELD, CO · Since 2026
CULTIVATE WEALTH PARTNERS
BROOMFIELD, CO · Since 2026
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
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.