Top financial advisors in Westminster, CO
We've curated a list of the best financial advisors in Westminster, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $440,000,000 Number of advisors 12 advisors | |||
| 2 | Assets under management $132,436,623 Number of advisors 9 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Westminster, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Mountain Capital Investment Advisors Inc
Mountain Capital Investment Advisors, Inc. is a registered investment advisor founded in 2011 and registered in 2017. The firm offers investment advisory services to individuals, high net worth individuals, trusts, estates, and charitable organizations, acting as a fiduciary. Services include wealth management and investment management, with a focus on long-term strategies using diversified mutual funds and ETFs. The firm's investment strategies are tailored to each client's goals, risk tolerance, and financial situation. Mountain Capital does not accept proxy voting authority and manages approximately $744,700,000 in client assets as of December 31, 2024. Fees for advisory services are based on a tiered schedule, with the first $1,500,000 charged at 1.50% annually and negotiable rates for amounts above that. The firm does not engage in performance-based fees or side-by-side management. Mountain Capital does not compensate for client referrals and does not accept custody of client funds except for limited purposes. The firm has a comprehensive privacy policy in place to protect clients' personal information and maintains strict security measures. Clients can limit the sharing of their personal information for certain purposes. The firm provides annual updates of its privacy policy and will notify clients of any material changes. For more information, clients can contact Mountain Capital at (720) 500-0050 or [email protected].
$440,000,000 under management
12 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Apo Financial Services, LLC
APO Financial Services, LLC, established in June 2018 by John M. Goodhue, offers investment advisory portfolio management and financial planning services tailored to individual needs. Clients can choose discretionary portfolio management or non-discretionary basis, with fees negotiable up to 1.50%. Financial planning services are available on a fixed fee or hourly basis. APO may recommend insurance products through affiliates, with commissions paid, ensuring recommendations are in the client's best interest. Pension consulting services and retirement account advice are provided, with a fiduciary duty to act in the client's best interest. Investment strategies are customized based on individual needs, utilizing fundamental, technical, and cyclical analysis. APO discloses risks associated with investments, including market, management, and interest rate risks. The firm does not engage in performance-based fees or side-by-side management. APO does not have any disciplinary events to disclose and does not accept compensation from the sale of securities. Clients include individuals, high net worth individuals, businesses, and pension plans, with no minimum asset level requirement. APO recommends custodians for client accounts and does not generally accept directed brokerage arrangements. Clients are provided with regular account reviews and have the option to authorize APO to deduct fees directly from their accounts. APO exercises investment discretion with limited client restrictions and typically does not vote on client proxies. The firm maintains a Code of Ethics and policies to prevent misuse of material non-public information. APO does not receive referrals from broker-dealers and does not compensate for client referrals. The firm has custody of client assets for fee deduction purposes only. Financial information shows no impairments to meeting contractual commitments.
$132,436,623 under management
9 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Educational Seminars/workshops
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Westminster, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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