How many financial advisors are in Westminster, Colorado?

Falists lists 8 registered investment advisers with a principal office or filing address in Westminster, Colorado, based on public SEC IAPD data.

How do financial advisors in Westminster charge fees?

Fee structures vary by firm. In Westminster, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Westminster?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Colorado · 8 advisers

Financial Advisors in Westminster, Colorado

Looking for a financial advisor in Westminster, Colorado? Falists indexes 8 SEC-registered and state-registered investment advisers in Westminster — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 8 firms list a website you can visit directly. Firms in this directory manage up to $1.52B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$1.52B

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth6 Planning6 Trusts5 Retirement3 Institutional

Top advisors in Westminster

Ranked by AUM · Fees, team & specialties at a glance

View all 8 →

TOWNSEND

Westminster, CO

AUM

$1.52B

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

11 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

303-452-5986

Full profile Visit site →

MOUNTAIN CAPITAL INVESTMENT ADVISORS INC

Westminster, CO

AUM

$929.1M

Financial PlanningWealth MgmtTrusts & Estates

Team

15 advisors

Clients

251-500

Fees

Percentage of AUM

720-500-0050

Full profile Visit site →

APO FINANCIAL SERVICES, LLC

Westminster, CO

AUM

$124.3M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

7 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

(720) 588-2000

Full profile Visit site →

ACE WEALTH PARTNERS, LLC

Westminster, CO

AUM

$79.1M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

(303) 263-3235

Full profile Visit site →

ATLAS LIFESTYLE PLANNING GROUP LLC

Westminster, CO

AUM

$72.5M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +2 more

480-885-8988

Full profile Visit site →

ACCESS VENTURE PARTNERS

Westminster, CO

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

303-426-8899

Full profile Visit site →

D.R. JONES CAPITAL MANAGEMENT, LLC

Westminster, CO

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

(888) 726-2399

Full profile Visit site →

MERELS CAPITAL

Westminster, CO

AUM

Financial PlanningWealth Mgmt

Team

1 advisors

Clients

Fees

Percentage of AUM; Fixed fees

7202578479

Full profile Visit site →

More cities in Colorado

Denver (389)Greenwood Village (65)Boulder (60)Colorado Springs (59)Englewood (28)Fort Collins (28)Centennial (20)Littleton (20)Lakewood (14)Highlands Ranch (12)Durango (11)Louisville (11)

Common questions

How many financial advisors are in Westminster, Colorado?: 8 registered investment advisers are listed in our Westminster directory, sourced from public SEC filings.
What types of advisors are in Westminster?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Westminster?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.