Top 8 financial advisor firms in Fort Collins

8 SEC-registered financial advisor firms are headquartered in Fort Collins, CO, with $2.03B in combined regulatory assets under management. The largest by assets are Acorn Creek Capital ($489M), Trail Ridge Investment Advisors ($353M) and Theory Financial ($319M).

8
Financial advisor firms: $2.03B
Their combined AUM: $245M
Median firm AUM: 2,535
Clients of the top 8

The 8 largest by assets

1
Acorn Creek Capital
RIA
$489M
Regulatory AUM
2
Trail Ridge Investment Advisors
RIA
$353M
Regulatory AUM
3
Theory Financial
RIA
$319M
0.50% to 0.99% a year
4
Jim Saulnier & Associates
RIA
$286M
Regulatory AUM
5
The William Allan
RIA
$204M
Up to 1.50% a year
6
Financial Planning Fort Collins
RIA
$152M
Regulatory AUM
7
GrowStrong Wealth Strategies
RIA
$127M
1.00% to 2.00% a year
8
Navigation Wealth Management
RIA
$103M
0.66% to 1.63% a year

Profiles of the top 8

No. 1 · RIA

Acorn Creek Capital

Acorn Creek Capital is an investment adviser based in Fort Collins, CO, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $489 million, as filed on 6 July 2026.

Regulatory AUM: $489M
Clients: 322
Advisory staff: 4
Founded: 2023
Custodians: Fidelity
Headquarters: 215 West Oak Street, 10th Floor, Ste 1000, Fort Collins, CO 80521
Phone: 970-818-4820
Website: acorncreekcapital.com

No. 2 · RIA

Trail Ridge Investment Advisors

Trail Ridge Investment Advisors is an investment adviser based in Fort Collins, CO, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, other clients and individual clients. Its regulatory assets under management total $353 million, as filed on 9 March 2026.

Regulatory AUM: $353M
Clients: 230
Advisory staff: 8
Custodians: Fidelity
Headquarters: 2020 Caribou Drive, Suite 102, Fort Collins, CO 80525
Phone: 970-305-5150
Website: trailridgewm.com

No. 3 · RIA

Theory Financial

Theory Financial is an investment adviser based in Fort Collins, CO, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $319 million, as filed on 4 March 2026.

Theory Financial charges 0.50%–0.99% a year for its Investment Management.

Regulatory AUM: $319M
Clients: 252
Advisory staff: 3
Founded: 2019
Fee schedule: 0.50% to 0.99% a year
Custodians: Charles Schwab
Headquarters: 2580 Harmony Road, Suite 201, Fort Collins, CO 80528
Phone: 970-305-4649
Website: theoryfinance.com

No. 4 · RIA

Jim Saulnier & Associates

Jim Saulnier & Associates is an investment adviser based in Fort Collins, CO, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $286 million, as filed on 14 July 2026.

Regulatory AUM: $286M
Clients: 184
Advisory staff: 3
Custodians: Charles Schwab
Headquarters: 506 East Mulberry St, Fort Collins, CO 80524
Phone: 970-530-0556
Website: jimhelps.com

No. 5 · RIA

The William Allan

The William Allan is an investment adviser based in Fort Collins, CO, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $204 million, as filed on 23 April 2026.

The William Allan charges up to 1.50% a year for its Asset Management.

Regulatory AUM: $204M
Clients: 239
Advisory staff: 2
Founded: 2004
Fee schedule: Up to 1.50% a year
Custodians: Charles Schwab
Headquarters: 3711 John F Kennedy Pkwy., Suite 420, Fort Collins, CO 80525
Phone: 800-677-5309
Website: willallan.com

No. 6 · RIA

Financial Planning Fort Collins

Financial Planning Fort Collins is an investment adviser based in Fort Collins, CO, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $152 million, as filed on 23 March 2026.

Regulatory AUM: $152M
Clients: 119
Advisory staff: 3
Custodians: Charles Schwab, Fidelity
Headquarters: 375 E. Horsetooth RD., BLDG. 3, Ste. 203, Fort Collins, CO 80525-3197
Phone: 970-225-0504
Website: financialplanningfortcollins.com

No. 7 · RIA

GrowStrong Wealth Strategies

GrowStrong Wealth Strategies is an investment adviser based in Fort Collins, CO, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $127 million, as filed on 1 June 2026.

GrowStrong Wealth Strategies charges 1.00%–2.00% a year for its Discretionary direct asset management.

Regulatory AUM: $127M
Clients: 227
Advisory staff: 3
Fee schedule: 1.00% to 2.00% a year
Custodians: Charles Schwab, Mid Atlantic Clearing & Settlement
Headquarters: 736 Whalers Way, Suite G100, Fort Collins, CO 80525
Phone: 866-535-2774
Website: growstrongwealth.com

No. 8 · RIA

Navigation Wealth Management

Navigation Wealth Management is an investment adviser based in Fort Collins, CO, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and corporations and other businesses. Its regulatory assets under management total $103 million, as filed on 11 March 2026.

Navigation Wealth Management charges 0.66%–1.63% a year for its Asset Management.

Regulatory AUM: $103M
Clients: 962
Advisory staff: 8
Fee schedule: 0.66% to 1.63% a year
Custodians: Charles Schwab, Nationwide Securities
Headquarters: 2038 Caribou Drive, Suite 100, Fort Collins, CO 80525
Phone: 970-672-1236

Questions about financial advisors in Fort Collins

How many financial advisor firms are headquartered in Fort Collins?

8 SEC-registered financial advisor firms report their principal office in Fort Collins, CO, managing $2.03B in regulatory assets between them.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Fort Collins?

Acorn Creek Capital, with $489M in regulatory assets under management on its latest Form ADV. The next largest are Trail Ridge Investment Advisors ($353M) and Theory Financial ($319M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Fort Collins?

The median firm manages $245M in regulatory assets. That is the midpoint of the 8 firms headquartered in Fort Collins.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Fort Collins charge?

Of the 8 largest firms, 4 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.99% to 2.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Fort Collins?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Fort Collins has 8 financial advisor firms; see every adviser in the city →

The 8 largest by assets

Profiles of the top 8

Questions about financial advisors in Fort Collins

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