Best Financial Advisors in Highlands Ranch, CO
15 firms listed · 7 in Highlands Ranch · 2 open weekends · 12 rated 4.5+
Data verified October 18, 2026
Morgan Rosel Wealth Management
Kozak Tripp Private Asset Management
Charter Financial Resources
Resnn Investments
Simply Steward
The 15 firms listed for Highlands Ranch, CO provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Highlands Ranch, CO
Of the 15 firms we list here, 7 are in Highlands Ranch itself and 8 come from towns including Denver (3, 16 mi), Greenwood Village (2, 6 mi) and Centennial (2, 7 mi). 13 of the firms on this page have a rating, from 4.0 to 5.0 across 663 reviews; 3 have 50 or more reviews and 12 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (92%) and quality (78%). 2 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are investment management (2), retirement planning (2) and tax planning (2). 3 have a BBB rating of A or A+. 12 have ten or more years of experience, the longest 29 years. 2 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 15 of the firms on this page; 12 publish a contact page; 14 list a public email and 4 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Highlands Ranch offer a free first meeting?
2 of the 15 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.