Best Financial Advisors in FORT COLLINS, Colorado
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in FORT COLLINS
RED MOUNTAIN FINANCIAL, LLC
FORT COLLINS, CO · Since 2023
NAVIGATION WEALTH MANAGEMENT
FORT COLLINS, CO · Since 2020
THEORY FINANCIAL
FORT COLLINS, CO · Since 2021
ACORN CREEK CAPITAL LLC
FORT COLLINS, CO · Since 2023
SYNERGY CAPITAL
FORT COLLINS, CO · Since 2025
THE WILLIAM ALLAN CORPORATION
FORT COLLINS, CO · Since 2021
JIM SAULNIER & ASSOCIATES, LLC
FORT COLLINS, CO · Since 2023
FPFOCO
FORT COLLINS, CO · Since 2024
TRAIL RIDGE INVESTMENT ADVISORS, LLC
FORT COLLINS, CO · Since 2018
GROWSTRONG WEALTH STRATEGIES
FORT COLLINS, CO · Since 2021
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in FORT COLLINS?
The median advisory fee in FORT COLLINS, CO is 0.95% of assets under management per year, based on Form ADV filings from 10 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.