Firms by city
Registered investment advisers in Fort Collins, CO
8 SEC-registered advisers headquartered in Fort Collins, listed by regulatory assets under management as reported on Form ADV.
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8 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Acorn Creek Capital | Fort Collins, CO | $489M |
| Trail Ridge Investment Advisors | Fort Collins, CO | $353M |
| Theory Financial | Fort Collins, CO | $319M |
| Jim Saulnier & Associates | Fort Collins, CO | $286M |
| The William Allan | Fort Collins, CO | $204M |
| Financial Planning Fort Collins | Fort Collins, CO | $152M |
| GrowStrong Wealth Strategies | Fort Collins, CO | $127M |
| Navigation Wealth Management | Fort Collins, CO | $103M |
- Headquarters
- Fort Collins, CO
- Regulatory AUM
- $489M
- Headquarters
- Fort Collins, CO
- Regulatory AUM
- $353M
- Headquarters
- Fort Collins, CO
- Regulatory AUM
- $319M
- Headquarters
- Fort Collins, CO
- Regulatory AUM
- $286M
- Headquarters
- Fort Collins, CO
- Regulatory AUM
- $204M
- Headquarters
- Fort Collins, CO
- Regulatory AUM
- $152M
- Headquarters
- Fort Collins, CO
- Regulatory AUM
- $127M
- Headquarters
- Fort Collins, CO
- Regulatory AUM
- $103M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Fort Collins on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Colorado.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.