Top Financial Advisors in Fort Collins, Colorado
Finding the right financial advisor in Fort Collins is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Fort Collins, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Fort Collins, CO.
Find the Best Financial Advisor Firms in Fort Collins:
IFAM CAPITAL
CRD#: 175084
Address: 2133 S Timberline Road Suite 120, Fort Collins, CO 80525
Clients: 565
Average Clients per Advisor: 94
AUM: $ 1.5B
COSNER FINANCIAL GROUP, LLC
CRD#: 147942
Address: 204 Maple Street Suite 104, Fort Collins, CO 80521
Clients: 577
Average Clients per Advisor: 96
AUM: $ 244M
TRAIL RIDGE INVESTMENT ADVISORS, LLC
CRD#: 284741
Address: 2020 Caribou Drive Suite 102, Fort Collins, CO 80525
Clients: 66
Average Clients per Advisor: 9
AUM: $ 214M
THEORY FINANCIAL
CRD#: 304084
Address: 2580 Harmony Road, Suite 201, Fort Collins, CO 80528
Clients: 117
Average Clients per Advisor: 39
AUM: $ 177M
RED MOUNTAIN FINANCIAL, LLC
CRD#: 277100
Address: 1136 East Stuart Street Ste 4204, Fort Collins, CO 80525
Clients: 54
Average Clients per Advisor: 54
AUM: $ 146M
INTEGRITY INVESTMENT ADVISORS
CRD#: 154131
Address: Fort Collins, CO
Clients: 20
Average Clients per Advisor: 10
AUM: $ 125M
How We Chose the Top Financial Advisors in Fort Collins, Colorado
To create this list of top financial advisor firms in Fort Collins, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Fort Collins has to offer.
Search Financial Advisors in Fort Collins, Colorado
Robert G Janda
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Dennis Errol Collins
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Douglas L Rechkemmer
Registered Affiliation(s):EDWARD JONES
Michael Rose
Registered Affiliation(s):EDWARD JONES
Bradley Scott Bickham
Registered Affiliation(s):COLORADO FINANCIAL MANAGEMENT LLC
Lisa Marie Lynn
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
