Best Financial Advisors in HIGHLANDS RANCH, Colorado
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in HIGHLANDS RANCH
LORD AND RICHARDS
HIGHLANDS RANCH, CO · Since 2023
CEDARWOOD WEALTH
HIGHLANDS RANCH, CO · Since 2025
SEMPER AUGUSTUS INVESTMENTS GROUP LLC
HIGHLANDS RANCH, CO · Since 1998
ROSEL WEALTH MANAGEMENT, LLC
HIGHLANDS RANCH, CO · Since 2017
KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC.
HIGHLANDS RANCH, CO · Since 2018
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 HIGHLANDS RANCH?
The median advisory fee in HIGHLANDS RANCH, CO is 0.95% of assets under management per year, based on Form ADV filings from 5 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.