City
Wealth management firms in Fort Collins, Colorado
As of October 2, 2026, 36 wealth management firms, including broker-dealer firms, with their main office in Fort Collins, Colorado reported $3.5 billion in regulatory assets under management; the largest by assets was Acorn Creek Capital LLC, with $488.7 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 36
- Regulatory assets under management
- $3.5 billion
- Average per firm
- $96.6 million
- SEC-registered, of those listed
- 12 of 36 (33.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Acorn Creek Capital LLC | SEC | $488.7 million | 2,073 |
| 2 | Integrity Investment Advisors | SEC | $394.3 million | 512 |
| 3 | Trail Ridge Investment Advisors, LLC | SEC | $352.9 million | 465 |
| 4 | Theory Financial | SEC | $319.2 million | 676 |
| 5 | Jim Saulnier & Associates, LLC | SEC | $286.4 million | 627 |
| 6 | The William Allan Corporation | SEC | $204.4 million | 629 |
| 7 | Fpfoco | SEC | $151.7 million | 471 |
| 8 | Growstrong Wealth Strategies | SEC | $127.0 million | 543 |
| 9 | Purposeful Financial and Legacy Planning | SEC | $107.1 million | 336 |
| 10 | Navigation Wealth Management | SEC | $103.2 million | 1,302 |
| 11 | Synergy Capital | SEC | $98.8 million | 213 |
| 12 | Ascension Financial | State | $92.4 million | 103 |
| 13 | Oaktree Financial Planning, LLC | State | $90.2 million | 99 |
| 14 | Fruitage Financial LLC | State | $82.6 million | 222 |
| 15 | Kyle S. Scott Financial Planning, Inc. | State | $72.0 million | 523 |
| 16 | Living Room Wealth Management | State | $66.4 million | 127 |
| 17 | The Planners Inc. | State | $65.7 million | 506 |
| 18 | Narrow Path Financial Inc. | State | $64.6 million | 359 |
| 19 | Unify Wealth Management LLC | State | $54.5 million | 267 |
| 20 | Capstone Pacific Investment Strategies | State | $47.2 million | 477 |
| 21 | Ripl Wealth | SEC | $31.8 million | 110 |
| 22 | Guidepost Financial Planning, LLC | State | $30.4 million | 126 |
| 23 | Taylors Financial | State | $22.7 million | 143 |
| 24 | Sample Financial Advisers, LLC | State | $21.1 million | 107 |
| 25 | Balanced Wealth Partners LLC | State | $19.6 million | 64 |
| 26 | Reset Financial Planning LLC | State | $16.0 million | 18 |
| 27 | Incline Capital Management, LLC | State | $15.7 million | 20 |
| 28 | Adage Investment Advisors, L.L.C. | State | $14.5 million | 13 |
| 29 | Cimarron Wealth Management, LLC | State | $10.6 million | 8 |
| 30 | Haas Capital Management LLC | State | $9.7 million | 11 |
| 31 | Better Pockets Financial | State | $8.3 million | 84 |
| 32 | Amazonite Investments LLC | State | $6.3 million | 66 |
| 33 | Ascend Private Wealth Management | State | $273,000 | 2 |
| 34 | Kibo Investment Advisors LLC | State | $0 | 0 |
| 35 | Long Green Financial Planning, LLC | State | $0 | 0 |
| 36 | Otium Wealth Management | State | $0 | 0 |
Wealth management firms in Colorado, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.