APO Financial
“They are very approachable, explain the ins and outs of retirement finances, and do their best to find the best financial policy for their clients, at least for us.”
Best Financial Advisors in Westminster, CO
15 firms listed · 7 in Westminster · 11 rated 4.5+
Data verified October 18, 2026
Financial Retirement Group
“As associates joined Bob and the business continued to grow, so did my trust in Bob and then Ben Di Salle, Mike Malone (Bob's Son), and, finally Andrea Bonifacino, rounding out an office of very professional financial people.”
Townsend
“Townsend has done a great job managing my retirement accounts.”
Mountain Capital Investment Advisors
Colorado Pera
“We were very impressed with the knowledge and helpfulness of our representative.”
FS Advisors Wealth Management
The 15 firms listed for Westminster, 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: Westminster, CO
Of the 15 firms we list here, 7 are in Westminster itself and 8 come from towns including Denver (2, 13 mi), Lakewood (2, 13 mi) and Broomfield (1, 5 mi). 13 of the firms on this page have a rating, from 4.0 to 5.0 across 999 reviews; 3 have 50 or more reviews and 11 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (76%) and quality (69%). The topics that come up most in reviews of the firms on this page are "knowledge" and "expertise". 2 have a BBB rating of A or A+. Domain records put 9 websites of the firms on this page at ten or more years old; the oldest dates from 1995. 1 offers payment plans and 2 offer a free initial consultation. We have a website on file for all 15 of the firms on this page; 13 publish a contact page; 9 list a public email and 5 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 Westminster 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.
Financial Framework
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20/20 Tax Resolution
“Sam and his colleagues was very professional and helpful in getting a incredible settlement on my back taxes for me.”
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Elevating Profits
“I am so glad we were introduced to her services this year and will be happy to hire her again for the years to come for our taxes.”
Williamson & Co
“As our company has grown and our business and personal tax returns have become more complicated, including the recent sale and acquisition of properties through a 1031 exchange, their assistance has been invaluable.”
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Innovative Financial
“She's always striving to be better to give her clients the best service possible.”
Joann Holst Advisers
“Not only will you become an educated and confident investor who sleeps well at night, you will gain a life-long friend.”
Complete Spectrum Financial Services
“I've had at least 6 policies with this company and no other financial company has done better with me.”
Reynolds Financial Group
“They provide everything from a drink menu, a comfortable environment and a detailed long term plan with special one-of-a-kind software they use that you can access anytime you want.”
Equal Path Investments
“Carlie did an incredible job of educating us on topics we needed help with before using her incredible knowledge of financial planning, tax planning, budgeting and loan repayment strategies to create the best individualized plan for our family.”
Why these companies made our list
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