Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc., that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Brighton
has
8
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Brighton,
Colorado
have an average of
19
years of experience.
NOTE: The list of vetted financial
advisors in
Brighton,
Colorado
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
Brighton, Colorado.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only | |
| Not Disclosed | $93,000,000 | Not Specified | Not Specified | |
| 4 Years | Not Specified | $150,000 | Fee-Only | |
| Not Disclosed | $86,000,000,000 | $100,000 | Fee-Based | |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only | |
| 33 Years | $185,210,529 | $250,000 | Fee-Only | |
|
Adam Brunin
NSSA®, AIF® NAVIGATION WEALTH MANAGEMENT 2038 Caribou Dr., Unit 100, Fort Collins, CO 80525 |
20 Years | $92,000,000 | $50,000 | Fee-Based |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only |
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
1120 W. 122nd Avenue,
Suite 300,
Westminster,
CO
80234
Phone Number
877-208-7414
Get a free financial plan » What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded each September, based on data within a 12-month period), with 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us. Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.
Qualifications
CRD# 7347673
Firm CRD# 281223
Office Location
10901 W 120th Ave,
#135,
Broomfield,
CO
80021
Phone Number
303-255-2252
At Peak Financial, we know you want to be a faithful follower of Christ, and something you care about deeply is managing your wealth in ways that follow His teachings. But traditional financial planning doesn't help you make decisions that reflect your Christian faith. The temptations of wealth are very real, and it's easy to lose sight of Jesus along the way. You find yourself trapped in a crossroads, torn between the ways of the world and the ways of the Kingdom of God. We believe every Christian deserves to learn how to manage their wealth in ways that honor God. We know you take your role as a disciple of Jesus seriously. That's why Peak Financial is a place where you can talk about faith and finance at the same time. We are your partners in biblically-based investments and financial planning. Our comprehensive services provide everything you need in one place, and our team of Christian Financial Advisors helps you navigate the world of finance and investments through a scriptural lens. Our goal is to guide you to the true peak of financial health, a place beyond mere financial security where you strive to create a surplus of wealth you can use to serve the Kingdom of God. As experts in Christian wealth management, we understand the unique challenges and opportunities that come with aligning your finances with your faith.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
Firm CRD# 292817
Series 65
Compensation/Fee Fee-Only, Based on Assets
Office Location
1401 17th St.,
Suite 850,
Denver,
CO
80202
Phone Number
720-782-0005
Maia Wealth is among a small minority of advisors that are independent fiduciaries, and are entirely unbiased and conflict-free when giving investment advice. Look your advisors up on brokercheck.finra.org to see if they are currently affiliated with a broker-dealer or if they are pure Investment Advisers. Why Independent Matters You should be able to trust your advisors without wondering whether they are looking out for their/their firm's best interest or yours. As an independent RIA, Maia Wealth: Is a fiduciary 100% of the time when giving investment advice Has a fee structure that is simple and transparent Fees range from 0.20% to 1.20% annually Does not have proprietary funds Comprehensive Planning Your team through Maia Wealth's network consists of CERTIFIED FINANCIAL PLANNERS", CPAs, portfolio managers, and attorneys to offer you the highest level of expertise to support your complex needs. We understand that each client's situation is unique and provide a customized plan that incorporates all aspects of your financial picture. Exemplary Service We see our clients as partners, and as partners, they receive a relationship that is responsive, attentive, and personal. Our team genuinely cares. We take the time to get to know you and your family. We encourage all of our clients to schedule a meeting for plan review semi-annually and reach out whenever there is a question. Get in touch Wouldn't you rather have completely unbiased and conflict-free advice when planning for you and your family's future? Book an appointment.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
Firm CRD# 112058
Compensation/Fee Fee-Based
Office Location
8515 E. Orchard Road,
Greenwood Village,
CO
80111
Phone Number
855-855-8005
We're a financial services company on a mission to empower financial freedom for all. We know that everyone has money questions, and we're here to help get you answers. We work with individuals and all sizes of organizations to offer investment, wealth management, and retirement solutions, along with the free Empower Personal Dashboard™, so everyone can have a clear understanding of where their finances are today and where they're heading. This way, you're able to take control of your financial future and empower what's next.
WHY USE EMPOWER
At Empower, we take pride in helping people with saving, investing, and advice while providing state-of-the-art tools and resources to help them reach their financial goals.
Our mission is to empower financial freedom for all by delivering advice, personalized guidance, and critical support to people throughout their financial lives. We strive to meet the unique needs of everyone we serve and embrace the opportunity to inspire them along their financial journey.
Real help. Real people.
You'll always have the chance to talk to a real person. They'll listen, ask questions and work with you to understand your needs and provide next steps.
Easy to understand.
We believe your finances should be easy to understand, so we make sure we explain everything in straightforward terms.
A 360 view.
See a complete picture of your accounts in one place with a single login. Plus, access tools designed to help you track, manage and plan your finances.
Empower Advisory Group, LLC. ("EAG") compensates Respond.com for new leads. Respond.com is not an investment client of EAG. EAG is not responsible for and does not control the assessments and qualifications used by Respond.com to vet and match advisory firms with individuals utilizing Respond.com tools and services.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Investment Advice & Management
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
9635 Maroon Circle,
Suite 405,
Englewood,
CO
80112
Phone Number
877-208-7414
Get a free financial plan » What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded each September, based on data within a 12-month period), with 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us. Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.
Qualifications
CRD# 4183082
Firm CRD# 133147
Series 65
Compensation/Fee Fee-Only, Flat Fee, Based on Assets
Office Location
3711 John F Kennedy Pkwy,
Suite 420,
Fort Collins,
CO
80525
Phone Number
951-768-0133
Jason C. Crawshaw, CPA, CEO & President of William Allan, Inc, has worked in capital markets and financial services for more than 33 years. Mr. Crawshaw started his career as a CPA with a big eight public accounting firm and moved into advising clients in 2001 as the co-founder of the Investment Advisor firm Crawshaw Capital Management, LLC. In addition to co-founding Crawshaw Capital, Mr. Crawshaw started the investment partnership of TWG Holdings, LLC. Having begun his career in public accounting with the Deloitte & Touche Financial Services Division, Mr. Crawshaw moved into private industry in 1994 where he spent five years with Farmers Insurance Group's Finance operation, specializing in securities reporting. He ended his career with Farmers as the Chief Financial Officer of FFS Holding, LLC, the parent company of Farmer's NASD registered broker-dealer, for which he was also the Financial and Operations Principle. After serving in the United State Air Force, Mr. Crawshaw attended Loyola Marymount University in Los Angeles, where he graduated cum laude in 1992 with a Bachelor of Science degree in Accounting. He was born in 1967, holds a CPA license in California, has successfully completed the NASD Financial & Operations Principal examination (Series 27), and the NASD Uniform Investment Adviser Law examination (Series 65). Mr. Crawshaw also directed the Finance function of the Goetzman Group for six years, and is the co-founder of the Gracie Charitable Trust, a 501(c)(3) organization dedicated to helping students make it to college and finding a cure for cancer. In his spare time, Mr. Crawshaw enjoys playing golf with his family, traveling and hiking.
Established in 2004, The William Allan Corporation is an SEC registered independent investment advisory firm committed to a singular mission: empowering our clients to achieve their financial aspirations through sustained capital growth and income. Serving a diverse clientele of over 200 individuals, families, businesses, trusts, and nonprofit organizations, we pride ourselves on personalized financial solutions tailored to meet specific goals. Our investment philosophy is grounded in decades of practical experience. Before founding William Allan, our team collectively spent twelve years managing The Westmoreland Group, a private equity group specializing exclusively in capital appreciation. This foundational strategy continues to shape our approach today. With more than 30 years of investing in stocks, we have adeptly navigated through significant periods of volatility, including six major market corrections. While the future remains unpredictable, our steadfast belief in disciplined investing, coupled with patience and perspective, consistently yields enduring outcomes. At William Allan, every client relationship is valued as a partnership. We invest alongside our clients, aligning our personal financial stakes with the portfolios we manage. This unwavering commitment underscores our confidence in our process and reinforces our dedication to your financial success.
Advisory Services Provided:
Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Qualifications
CRD# 4407663
Firm CRD# 282640
Series 63, 65
Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Office Location
2038 Caribou Dr.,
Unit 100,
Fort Collins,
CO
80525
Phone Number
970-672-1236
Adam Brunin, AIF®, NSSA®, is the founder and owner of Navigation Wealth Management. Adam entered the financial services industry in August of 2001 after 9 years in the US Naval submarine community. After 3 years of working with a fortune 100 company Adam noted significant improvements that could be made by starting his own company, Navigation Wealth Management. Adam entered the independent advisory business in 2005. He is currently the asset manager of NWMs portfolios. Adam currently holds the Accredited Investment Fiduciary (AIF®) and National Social Security Advisor (NSSA®) designations. Married to his wife, Tara, of 22 years, they have a thirteen-year old son, Seth, and an eleven-year old son, Ryan. Adam enjoys hobbies like hunting, playing basketball and investment research.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
8610 Explorer Drive,
Suite 120,
Colorado Springs,
CO
80920
Phone Number
877-208-7414
Get a free financial plan » What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded each September, based on data within a 12-month period), with 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us. Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
