Best Financial Advisors in LOVELAND, Colorado
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
3
Registered Firms
0.95%
Median Fee
of assets/year
$284M
Median AUM
3
Firms Listed
in our database
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Top Rated Established Verified3 firms shown
Top-Ranked Advisors in LOVELAND
#1
77
VITAL INVESTMENT MANAGEMENT LLC
LOVELAND, CO · Since 2019
$284M AUM5 clientsFee: 0%
FiduciaryFee-Only
#2
76
KEYSTONE FINANCIAL SERVICES
LOVELAND, CO · Since 2020
$379M AUM4 clientsFee: 0%
FiduciaryFee-Only
#3
75
PERSPECTIVE WEALTH ADVISORS
LOVELAND, CO · Since 2024
$158M AUM4 clientsFee: 0%
FiduciaryFee-Only
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 LOVELAND?
The median advisory fee in LOVELAND, CO is 0.95% of assets under management per year, based on Form ADV filings from 3 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.