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.
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|
$257,879,886 | No set account minimum |
|
Minimum AssetsNo set account minimumFinancial Services
|
| 2 |
Panoramic Investment Advisors, LLC
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|
$146,592,906 | $50,000 |
|
Minimum Assets$50,000Financial Services
|
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:
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AUMFirms with more total assets under management are ranked higher. -
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Individual Client CountFirms who serve more individual clients (as opposed to institutional clients) are ranked higher. -
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Clients Per AdvisorFirms with a lower ratio of clients per financial advisor are ranked higher. -
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Age of FirmFirms that have been in business longer are ranked higher.
All information is obtained through public records and is updated annually after the firms’ form ADV filing. 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. SmartAsset is not a client of the aforementioned firms, and did not receive compensation for including any of the firms on the aforementioned list.
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.
