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Top Financial Advisors in Glendale, CO

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This review was produced by SmartAsset based on publicly available information. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Review content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named firm and its financial professionals, and firms and financial professionals having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s reviews. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the firm mentioned in this review or its financial professionals.

Finding a Top Financial Advisor Firm in Glendale, Colorado

Whether you’re trying to protect your investments in a volatile environment or capture the returns of a bull market, finding a qualified financial advisor can help you reach your goals. But given the scope of the industry, finding an honest and qualified one can be a hassle. That’s when SmartAsset comes in. We conducted extensive research to find the top financial advisor firms in Glendale Colorado. And to make the search even easier, we developed our financial advisor matching tool. It suggests up to three fiduciary advisors based on your preferences. Fiduciaires are legally required to always provide advice in your best interests.

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Rank Financial Advisor Assets Managed Minimum Assets Financial Services More Information
1 Johnston & Associates, Inc. Johnston & Associates, Inc. logo Find an Advisor

Read Review

$257,879,886 No set account minimum
  • Portfolio management
  • Financial planning
  • Selection of other advisors
  • Publication of periodicals or newsletters

Minimum Assets

No set account minimum

Financial Services

  • Portfolio management
  • Financial planning
  • Selection of other advisors
  • Publication of periodicals or newsletters
2 Panoramic Investment Advisors, LLC Panoramic Investment Advisors, LLC logo Find an Advisor

Read Review

$146,592,906 $50,000
  • Portfolio management
  • Financial planning
  • Pension consulting

Minimum Assets

$50,000

Financial Services

  • Portfolio management
  • Financial planning
  • Pension consulting

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What We Use in Our Methodology

To find the top financial advisors in Glendale, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:

  • AUM
    Firms with more total assets under management are ranked higher.
  • Individual Client Count
    Firms who serve more individual clients (as opposed to institutional clients) are ranked higher.
  • Clients Per Advisor
    Firms with a lower ratio of clients per financial advisor are ranked higher.
  • Age of Firm
    Firms that have been in business longer are ranked higher.
  • Fee Structure
    Firms with a fee-only (as opposed to fee-based) compensation structure are ranked higher.

All information is accurate as of the writing of this article. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria.

Johnston & Associates, Inc.

At the top of our list is Johnston & Associates, Inc. with hundreds of millions in assets under management (AUM). Its investment advisory team includes two chartered financial analysts (CFAs). Although Johnston & Associates doesn’t impose a minimum account size, most of its clients are high-net-worth. The firm also works with ultra-high-net-worth individuals, which it describes as clients with at least $50 million in assets. 

This is a fee-only firm. That means that it's advisors earn compensation only from clients. Third party financial services firms don’t provide them with commissions for investing client assets in their products. 

Johnston & Associates Background 

Johnston & Associates is led by James M. Johnston. He can trace his experience back to the 1970s, when he specialized in estate planning at CIGNA. Today, he also specializes in tax strategies and insurance strategies for small business owners. He leads a team with more than 60 years of experience in the financial services industry. 

They provide ongoing wealth management services that combine portfolio management and financial planning advice on matters like estate planning, tax management and insurance analysis. 

Johnston & Associates Investment Strategy 

Johnston & Associates closely examines a client’s risk tolerance, investment goals, financial conditions and other factors to design a unique asset allocation rather than turning to model portfolios. These generally invest in stocks, bonds, cash, and alternative investments. The firm may adjust an asset allocation throughout time based on market conditions and fluctuations in the client’s financial situation.

Panoramic Investment Advisors, LLC

Ranking at No. 2 is Panoramic Investment Advisors, LLC. Thie Glendale financial advisory firm oversees more than $146.59 million in assets under management (AUM). Its advisory team includes one certified financial planner (CFP). The firm requires a minimum household account value size of $50,000 for investment advisory services. Most of its clients are non-high-net-worth individuals. As a fee-based firm, some representatives of Panoramic Investment Advisors may earn sales commissions from third-party financial companies. But keep in mind that as a fiduciary, the firm must provide advice solely in the best interests of its clients. 

Panoramic Investment Advisors Background 

Steven Salter launched the firm in 2002. With more than 40 years of combined experience, the advisory team provides investment management services and financial planning advice on long-term objectives such as estate planning and family legacy transfer.

To provide holistic advice, the firm may recommend CPAs, enrolled agents (EAs), estate attorneys and insurance brokers.

Panoramic Investment Advisors Investment Strategy

Panoramic Investment Advisors engages in discussions with their clients to understand their goals, appetite for risk and other factors. The firm’s investment advisors use this to create investment portfolios. The team primarily utilizes equities, exchange-traded funds (ETFs), mutual funds, and debt securities. 

Clients can request discretionary services, where the firm takes control of the portfolio and makes all investment decisions. Or they can opt-for non-discretionary services, which allows them to place reasonable restrictions on certain securities.

How Long $1mm Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.

Least
Most
Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology We analyzed data on average expenditures for seniors, cost of living and investment returns to determine how many years of retirement a $1 million nest egg would cover in cities across America.

First, we looked at data from the Bureau of Labor Statistics (BLS) on the average annual expenditures of seniors. We then applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in the largest U.S. cities.

We assumed the $1 million would grow at a real return (interest minus inflation) of 2%. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.

Sources: Bureau of Labor Statistics (BLS), Council for Community and Economic Research