Best Financial Advisors in Littleton, CO

24 firms listed · all 24 in Littleton · 2 open weekends · 12 rated 4.5+

Data verified October 21, 2026

Marshall Investment Management

Marshall Investment Management

4.7 11 reviews
“I have used them for decades and they have always done a good job for me.”
Since 2014
10822 W Toller Dr
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Wambolt & Associates

Wambolt & Associates

5.0 16 reviews
“Cindy Alvarez handles my investments and is a top notch professional at Wambolt and Associates!”
Free consultationSince 1982
13976 W Bowles Ave # 200
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PHP Capital

PHP Capital

5.0 13 reviews
“He is patient with me as finance is not my specialty as a business owner and helps me be successful”
Since 2006
5564 S Prince St #7
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South Platte Investments & Planning

South Platte Investments & Planning

5.0 5 reviews
“He's easy to contact and visit in person if I have questions.”
Since 2018Virtual consultations
5777 S Rapp St STE 203
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Wilbanks Wealth Management Group

Wilbanks Wealth Management Group

4.2 4 reviews
“The peace of mind in knowing our money is safe and sound, but still working for us, is a comfort that is hard to come by these days.”
Since 2020
5656 S Sycamore St
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CC Coaching & Consulting

CC Coaching & Consulting

5.0 1 review
“We use his knowledge and services for both personal finance and our business 401k planning.”
Since 2001
5595 S Sycamore St
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The 24 firms listed for Littleton, 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: Littleton, CO

All 24 firms we list here are in Littleton itself. We have 32 firms in Littleton on file; this page shows the highest-rated 24. 15 of the firms on this page have a rating, from 4.2 to 5.0 across 93 reviews; 12 are rated 4.5 or higher. 2 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are estate planning (2), financial planning (2) and retirement planning (2). 1 has a BBB rating of A or A+. 15 have ten or more years of experience, the longest 44 years. 1 offers payment plans; 2 offer a free initial consultation; 1 is family- or locally-owned and 1 lists coupons or special offers. We have a website on file for 23 of the firms on this page; 23 publish a contact page; 20 list a public email and 6 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.

Do any financial advisers listed for Littleton offer a free first meeting?

2 of the 24 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.

Berenz Wealth Management

Berenz Wealth Management

BBB A+Since 2009
2 W Dry Creek Cir Suite 100
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Tucker Financial

Tucker Financial

4.4 4 reviews
“We have entrusted Tucker Financial with our retirement planning for the past 5 years and have been extremely satisfied with the job they have done.”
Since 2016
1520 W Canal Ct # 240
i
Focused Financial Solutions

Focused Financial Solutions

5.0 2 reviews
“He made everything make sense to me and continues to go the extra mile every time.”
Since 2009
5984 S Prince St #206
i
CDP Financial Group

CDP Financial Group

5.0 1 review
“He has advised us on where to invest funds and sends us thorough reports each quarter so we can understand where our funds are going and how they are growing!”
Since 2011
26 W Dry Creek Cir #460
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Centennial Capital Partners

Centennial Capital Partners

4.2 1 review
“I have never met a more dedicated, hardworking team!”
25+ years
13984 W Bowles Ave
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Enlightened Wealth Services

Enlightened Wealth Services

5.0 1 review
Since 2018
7780 S Fenton St
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Ce̅drus

Ce̅drus

Since 2009Family-owned
8241 S Continental Divide Rd
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Roots First Financial

Roots First Financial

5.0 12 reviews
“I highly recommend Matt to anyone looking for quality products and excellent service.”
10268 Centennial Rd Ste 302-B
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Wealthstrong International

Wealthstrong International

Since 2007
Kipling Place Shopping Center, 5944 S Kipling Pkwy # 302
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Step Up Solutions Group

Step Up Solutions Group

Free consultationSince 2021
7042 S Davies St
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Asset Solutions

Asset Solutions

Since 2005Financing
8441 W Bowles Ave # 225
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Golden Eagle Financial

Golden Eagle Financial

Coupons & offersSince 2018
5984 S Prince St # 103
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Pontiff + Associates

Pontiff + Associates

Since 2014
1979 W Littleton Blvd
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Staib Financial Planning

Staib Financial Planning

Since 2006Prices online
4 W Dry Creek Cir #100
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Kirsch Wealth Advisors

Kirsch Wealth Advisors

Since 2013
8191 Southpark Ln UNIT 110
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Pursuit Wealth Planning

Pursuit Wealth Planning

Since 2019
1950 W Littleton Blvd UNIT 115
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Custos Family Office

Custos Family Office

Since 2018
2679 Main St #300
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Firestone Financial Group

Firestone Financial Group

Since 2023
2679 Main St suite 271
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HomeWealth Management AdvisorsColoradoLittleton, CO

Why these companies made our list

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