Find a Financial Advisor in Aurora, CO

 

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We did the hard work of finding trustworthy partners in Aurora, CO.

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We Only Work With The Best Aurora Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Aurora, CO


  • Financial Advisor Close to Aurora, CO

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Aurora, CO


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Aurora, CO

We evaluated over 13,000 RIA firms to bring you the best of the best Aurora financial advisors.
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How Retirement-Friendly is Aurora, CO?

  • Population: 369,111
  • % of Population 62 Years and Over: 14.2%
  • Average Home Value: $293,800
  • Average Monthly Housing Cost: $1,367
  • Average Household Income: $82,338
  • Colorado Total Tax Burden: 8.31% (25th Lowest in U.S.)
  • Colorado Property Tax: 2.76% (23rd Lowest in U.S.)
  • Colorado Individual Income Tax: 2.26% (22nd Lowest in U.S.)
  • Colorado Sales and Excise Tax: 3.29% (24th Lowest in U.S.)



The Top Financial Advisor Firms in Aurora, CO

 

CLARK BROTHERS INVESTMENTS

Website

(720) 255-5711

2851 S. Parker Road
#510
Aurora, CO 80014

SEC#: 801-117731
Years in Business: 1 years

LOOMIS, SAYLES & COMPANY, L.P.

Website

(720) 943-8665

6105 S. Main Street
Suite 200
Aurora, CO 80016

SEC#: 801-170
Years in Business: 44 years

SMART PORTFOLIOS, LLC

Website

(206) 686-3636

22977 E Bailey Circle

Aurora, CO 80016

SEC#: 801-67772
Years in Business: 14 years

TOWNSQUARE CAPITAL, LLC

Website

(720) 474-1495

6155 S Main St
Suite 235
Aurora, CO 80016

SEC#: 801-110591
Years in Business: 4 years

INTERVEST INTERNATIONAL, INC.

Website

(303) 680-4018

4411 Abilene Circle

Aurora, CO 80015

SEC#: 801-66615
Years in Business: 15 years

CL WEALTH MANAGEMENT LLC

Website

(303) 696-6700

23493 E Phillips Drive

Aurora, CO 80016

SEC#: 801-72701
Years in Business: 10 years

CROWN CAPITAL SECURITIES, L.P.

Website

(720) 535-7576

2821 S Parker Rd
Ste 1109
Aurora, CO 80014

SEC#: 801-57663
Years in Business: 21 years

LEBENTHAL GLOBAL ADVISORS, LLC

Website

(720) 735-7500

6105 South Main Street

Aurora, CO 80016

SEC#: 801-110652
Years in Business: 4 years

CL WEALTH MANAGEMENT LLC

Website

(303) 696-6700

23493 E Phillips Drive

Aurora, CO 80016

SEC#: 801-72701
Years in Business: 10 years

 


Aurora, CO Financial Advisor FAQs

It's important to find someone with a similar philosophy or attitude towards money as you do.
People typically seek out a financial advisor when they either want help with managing their current finances or someone to provide long-term guidance and investment advice. Financial advisors help you evaluate which goals are most important to you and then put together a plan that will meet those needs.
Financial advisors get paid through a variety of methods such as commission, fee-only, and assets under management.
A financial advisor will provide you with the education, coaching and tools you need to achieve your goals. With a financial advisor by your side, you’ll learn about smart money choices that are tailored to your particular needs. And then they'll guide you every step of the way as you put those skills into practice.