Falists

Colorado · 28 advisers

Financial Advisors in Fort Collins, Colorado

Looking for a financial advisor in Fort Collins, Colorado? Falists indexes 28 SEC-registered and state-registered investment advisers in Fort Collins — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 25 firms list a website you can visit directly. Firms in this directory manage up to $488.7M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

28

With website

25

Largest AUM

$488.7M

Financial planning

22

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth24Planning22Trusts23Retirement10Institutional7

Top advisors in Fort Collins

Ranked by AUM · Fees, team & specialties at a glance

View all 28 →

FPFOCO

Fort Collins, CO

AUM

$151.7M

Financial PlanningWealth MgmtTrusts & Estates

Team

3 advisors

Clients

101-250

Fees

Percentage of AUM; Fixed fees

970-225-0504

Full profileVisit site →
View all 28 advisors in Fort Collins

More cities in Colorado

Denver (389)Greenwood Village (65)Boulder (60)Colorado Springs (59)Englewood (28)Centennial (20)Littleton (20)Lakewood (14)Highlands Ranch (12)Durango (11)Louisville (11)Broomfield (10)

Common questions

How many financial advisors are in Fort Collins, Colorado?
28 registered investment advisers are listed in our Fort Collins directory, sourced from public SEC filings.
What types of advisors are in Fort Collins?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Fort Collins?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.