Top 7 financial advisors in Fort Collins, CO
We’ve curated a list of the best financial advisors in Fort Collins, take a look at it below
Find an advisor in Fort Collins| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $1,459,463,627 | 13 advisors | ||
| 2 | $387,956,415 | 5 advisors | ||
| 3 | $244,035,967 | 6 advisors | ||
| 4 | $209,440,374 | 7 advisors | ||
| 5 | $129,328,046 | 8 advisors | ||
| 6 | $89,043,000 | 10 advisors | ||
| 7 | $65,427,221 | 1 advisors |
How we came up with this list
To generate our top financial advisors list in Fort Collins, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Fort Collins. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Ifam Capital
Ifam Capital is a financial advisory firm based in Fort Collins, Colorado. It currently has approximately $1,459,463,627 of assets under management and employs about 13 people. Ifam Capital uses a fee structure of a percentage of assets under your management, fixed fees and revenue sharing with our affiliates, frs and ftcs.
Assets under management
$1,459,463,627
Headcount
13 advisors
Fee structure
A percentage of assets under your management
Fixed fees
REVENUE SHARING WITH OUR AFFILIATES, FRS AND FTCS
SEC number
801-81076
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Insurance Solutions, Credit And Cash Management Solutions
Acorn Creek Capital LLC
Acorn Creek Capital LLC is a financial advisory firm based in Fort Collins, Colorado. It currently has approximately $387,956,415 of assets under management and employs about 5 people. Acorn Creek Capital LLC uses a fee structure of a percentage of assets under your management and hourly charges.
Assets under management
$387,956,415
Headcount
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
SEC number
801-127661
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
See full profileMeet the advisor
215 West Oak Street,
9th Floor, Ste 901,
Fort Collins,
Colorado,
80524Cosner Financial Group, LLC
Cosner Financial Group, LLC is a financial advisory firm based in Fort Collins, Colorado. It currently has approximately $244,035,967 of assets under management and employs about 6 people. Cosner Financial Group, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$244,035,967
Headcount
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-95177
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Trail Ridge Investment Advisors, LLC
Trail Ridge Investment Advisors, LLC is a financial advisory firm based in Fort Collins, Colorado. It currently has approximately $209,440,374 of assets under management and employs about 7 people. Trail Ridge Investment Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and financial planning subscription fees.
Assets under management
$209,440,374
Headcount
7 advisors
Fee structure
A percentage of assets under your management
Hourly charges
FINANCIAL PLANNING SUBSCRIPTION FEES
SEC number
801-114051
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Navigation Wealth Management
Navigation Wealth Management is a financial advisory firm based in Fort Collins, Colorado. It currently has approximately $129,328,046 of assets under management and employs about 8 people. Navigation Wealth Management uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and referral fees.
Assets under management
$129,328,046
Headcount
8 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
REFERRAL FEES
SEC number
801-119615
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
Growstrong Wealth Strategies
Growstrong Wealth Strategies is a financial advisory firm based in Fort Collins, Colorado. It currently has approximately $89,043,000 of assets under management and employs about 10 people. Growstrong Wealth Strategies uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and solicitor fees.
Assets under management
$89,043,000
Headcount
10 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SOLICITOR FEES
SEC number
801-120506
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
- Not sure which one to choose?Use our smart matching tool
Red Mountain Financial, LLC
Red Mountain Financial, LLC is a financial advisory firm based in Fort Collins, Colorado. It currently has approximately $65,427,221 of assets under management and employs about 1 people. Red Mountain Financial, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$65,427,221
Headcount
1 advisor
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-128506
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Your first meeting is free.