Financial advisers in Fort Collins, CO

10 registered investment adviser firms in Fort Collins managing $2.3B in assets, based on public SEC Form ADV filings.

Acorn Creek Capital LLC

Fort Collins, CO · Est. 2023

LocalInternational

Fee-based

AUM: $489M
Per adviser: $122M
Advisers: 4

No reported disclosures

Trail Ridge Investment Advisors, LLC

Fort Collins, CO · Est. 2018

Local

Fee-only

AUM: $353M
Per adviser: $44M
Advisers: 8

No reported disclosures

Theory Financial

Fort Collins, CO · Est. 2021

Local

Fee-only

AUM: $319M
Per adviser: $106M
Advisers: 3

No reported disclosures

Jim Saulnier & Associates, LLC

Fort Collins, CO · Est. 2023

Local

Fee-based

AUM: $286M
Per adviser: $95M
Advisers: 3

No reported disclosures

The William Allan Corporation

Fort Collins, CO · Est. 2021

Local

Fee-only

AUM: $204M
Per adviser: $102M
Advisers: 2

No reported disclosures

Red Mountain Financial, LLC

Fort Collins, CO · Est. 2023

Local

Fee-based

AUM: $184M
Per adviser: $184M
Advisers: 1

No reported disclosures

Fpfoco

Fort Collins, CO · Est. 2024

Local

Fee-based

AUM: $152M
Per adviser: $51M
Advisers: 3

No reported disclosures

Growstrong Wealth Strategies

Fort Collins, CO · Est. 2021

Local

Fee-based

AUM: $127M
Per adviser: $42M
Advisers: 3

No reported disclosures

Navigation Wealth Management

Fort Collins, CO · Est. 2020

Local

Fee-based

AUM: $103M
Per adviser: $13M
Advisers: 8

No reported disclosures

Synergy Capital

Fort Collins, CO · Est. 2025

Local

Fee-based

AUM: $99M
Per adviser: $99M
Advisers: 1

No reported disclosures