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Fidelon
← All firms
Market Standing · 2026

The most transparent firms in Boulder.

159 scored firmsTop 10 recognizedfidelon.com/markets/boulder-co
1IA-only—91Arank within Top 10; below the 80 standard
2IA-only$12M91ARecognized · Top 10
3IA-only—91Arank within Top 10; below the 80 standard
4IA-only—91Arank within Top 10; below the 80 standard
5IA-only—91Arank within Top 10; below the 80 standard
6
Fpf Wealth
CRD 334987
IA-only—91Arank within Top 10; below the 80 standard
7IA-only—91Arank within Top 10; below the 80 standard
8
Entree Wealth
CRD 338532
IA-only—91Arank within Top 10; below the 80 standard
9
Sevenwealth
CRD 338710
IA-only—91Arank within Top 10; below the 80 standard
10IA-only$4.3M91Arank within Top 10; below the 80 standard
11IA-only$495K90.7A—
12
Varra Financial
CRD 324044
IA-only$306M90.6A—
13IA-only—90.6A—
14IA-only$305M90.3A—
15IA-only—90.2A—
16IA-only—90.2A—
17IA-only—90.2A—
18IA-only$78.1M90.1A—
19IA-only$4.4M90A—
20IA-only—89.6A—
21
Kilterhowling
CRD 169684
IA-only$293M89.4A—
22IA-only—89.3A—
23IA-only$29.3M89.3A—
24IA-only$215M89.3A—
25IA-only—89.2A—
Recognized firms carry the Fidelon market badge and are eligible for the annual plaque. Rankings move with the monthly rescore cycle — a badge that stops being true retires itself.

Rankings are computed by Fidelon — an independent transparency platform — from public regulatory filings, refreshed monthly. No firm pays for placement, and no firm can edit its score. Recognition requires a composite of 80 or higher regardless of rank.

Top advisers in Boulder

Ranked by TransparencyScore, computed from public SEC and FINRA filings. Every adviser in the metro is scored; none can pay to appear here.

  1. 1
    WILLIAM HOPKINS STITES
    KILTERHOWLING LLC · Boulder, CO
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  2. 2
    JAMES MCDONALD DAWSON
    BROADVIEW WEALTH PARTNERS · Boulder, CO
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  3. 3
    KREIGHTON KENNEDY BIEGER
    KILTERHOWLING LLC · Boulder, CO
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  4. 4
    MICHAEL PATRICK TRACY
    PRINCIPIUM INVESTMENTS LLC · Boulder, CO
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  5. 5
    EDWIN SI-WEI LIANG
    DOWNSHIFT FINANCIAL · Boulder, CO
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  6. 6
    SARAH M STAMP
    COMPASS PLANNING ASSOCIATES, INC. · Longmont, CO
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  7. 7
    DAWN M. JONES
    BROADVIEW WEALTH PARTNERS · Boulder, CO
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  8. 8
    KARL THOMAS POEHLS
    POEHLS ASSOCIATES LLC · Boulder, CO
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  9. 9
    RONALD RAYMOND STONER
    CAPSTONE WEALTH MANAGEMENT GROUP, INC. · Boulder, CO
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  10. 10
    Trevor Schimschock
    KILTERHOWLING LLC · Boulder, CO
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All financial advisors in BoulderFinancial advisory firms in Boulder