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

Lord and Richards

Lord and Richards

5.0 46 reviews
“I've been working with Jason on a financial product that I didn't even know existed, and is perfect for me.”
Since 2013
8744 Lucent Blvd Ste 100
i
Morgan Rosel Wealth Management

Morgan Rosel Wealth Management

5.0 30 reviews
“My husband and I have worked with Dave and Eric for many years and have always been treated with respect, transparency, and kindness.”
Since 2017
1805 Shea Center Dr Suite 420
i
Kozak Tripp Private Asset Management

Kozak Tripp Private Asset Management

BBB A+Since 2011
1805 Shea Center Dr # 280
i
Charter Financial Resources

Charter Financial Resources

4.0 1 review
“Darren, Mark and crew have worked with my family for around 6 or 7 years and we are very pleased with the services they have provided.”
Since 2004
9335 Commerce Center St UNIT B5
i
Resnn Investments

Resnn Investments

5.0 1 review
Since 2023Prices online
2651 Hunters Pl
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Simply Steward

Simply Steward

5.0 6 reviews
“Steve's combined background in both finance and tax is unique and we have greatly appreciated his advice and insight.”
Since 2016
1745 Shea Center Dr 4th Floor
i

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.

Shamrock Capital

Shamrock Capital

Since 2008
4370 Swansboro Way
i
1031X

1031X

5.0 50 reviews
“Everything went smooth and he was able to answer all my questions as new situations arose throughout our due diligence time period.”
Since 1994Free consultation
Denver, CO · 16 mi from Highlands Ranch
i
Book onlineBook
Dechtman Wealth Management

Dechtman Wealth Management

5.0 49 reviews
“Jordan Dechtman, his sons Sam and Adam, and the entire Dechtman staff are exceptional professionals with a strong emphasis on customer service.”
Free consultationSince 1984Family-owned
Centennial, CO · 7 mi from Highlands Ranch
i
FFG

FFG

5.0 19 reviews
“He invest your money according to your style and needs, then builds a great portfolio for your families future goals and dreams.”
BBB A+Since 2005
Centennial, CO · 7 mi from Highlands Ranch
i
Alpha 1 Tax & Wealth Retirement Planning & Financial Advisors

Alpha 1 Tax & Wealth Retirement Planning & Financial Advisors

4.6 37 reviews
“Lee B is extremely knowledgeable and takes the time to help me understand my finances and how to best set myself up for future success!”
Free consultationSince 2018
Denver, CO · 16 mi from Highlands Ranch
i
Blue Heron Capital

Blue Heron Capital

5.0 14 reviews
“I have always been treated with respect, and Linda and her team have always been very responsive to any question or concern I have had.”
BBB A+Since 2006
Englewood, CO · 7 mi from Highlands Ranch
i
Colorado Financial Advisors

Colorado Financial Advisors

4.9 33 reviews
“Mike is amazing at explaining ever option we had and how to make the best decision for our families future.”
Free phone consultationVirtual consultationsServes ColoradoSince 1990
Greenwood Village, CO · 6 mi from Highlands Ranch
i
Mercer Advisors

Mercer Advisors

5.0 31 reviews
“There is a certain "comfort level" we enjoy with the experience of Michael Simmons and all the people at Transitions Wealth Management.”
Since 2000
Denver, CO · 16 mi from Highlands Ranch
i
Hamsher Wealth Management

Hamsher Wealth Management

4.7 22 reviews
“I have been with Hamsher for several years now and they have been fantastic.”
Serves Colorado, Arizona, TexasSince 2015
Greenwood Village, CO · 6 mi from Highlands Ranch
i
HomeWealth Management AdvisorsColoradoHighlands Ranch, CO

Why these companies made our list

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