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Top RIA Firms in Fort Collins, Colorado

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Fort Collins, Colorado. This hub covers 10 matching firms with $2.3B in total reported AUM and median AUM of $194.4M.

Firms

Matching current profiles

Total AUM

$2.3B

Reported regulatory AUM

Median AUM

$194.4M

Across firms with AUM

Largest firm

$488.7M

Acorn Creek Capital LLC

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. Acorn Creek Capital LLC CRD 325809 · Limited Liability Company	FORT COLLINS, CO	$488.7M Jan 2026	+$67.4M+16.0%	—	—	—	0 employees+0.0% over 1Y	+787 accounts+61.2% over 1Y
2. Trail Ridge Investment Advisors, LLC CRD 284741 · Limited Liability Company	FORT COLLINS, CO	$352.9M Mar 2026	+$103.0M+41.2%	+$104.2M+41.9%	+$203.4M+136.1%	+$245.5M+228.6%	+4 employees+57.1% over 3Y	+178 accounts+62.0% over 3Y
3. Theory Financial CRD 304084 · Limited Liability Company	FORT COLLINS, CO	$319.2M Mar 2026	+$36.4M+12.9%	+$137.5M+75.6%	—	+$176.6M+123.8%	-1 employees-25.0% over 3Y	+252 accounts+59.4% over 3Y
4. Jim Saulnier & Associates, LLC CRD 169889 · Limited Liability Company	FORT COLLINS, CO	$286.4M Mar 2026	+$169.9M+146.0%	—	—	+$180.7M+170.9%	+2 employees+40.0% over 1Y	+184 accounts+41.5% over 1Y
5. The William Allan Corporation CRD 133147 · Corporation	FORT COLLINS, CO	$204.4M Apr 2026	+$19.2M+10.4%	+$57.9M+39.5%	—	+$70.3M+52.4%	+4 employees+50.0% over 3Y	-13 accounts-2.0% over 3Y
6. Red Mountain Financial, LLC CRD 277100 · Limited Liability Company	FORT COLLINS, CO	$184.4M Mar 2026	+$22.3M+13.8%	—	—	+$38.4M+26.3%	0 employees+0.0% over 1Y	-9 accounts-2.5% over 1Y
7. Fpfoco CRD 283890 · Limited Liability Company	FORT COLLINS, CO	$151.7M Mar 2026	+$41.7M+37.9%	—	—	+$50.2M+49.5%	0 employees+0.0% over 1Y	+35 accounts+8.0% over 1Y
8. Growstrong Wealth Strategies CRD 308299 · Limited Liability Company	FORT COLLINS, CO	$127.0M Mar 2026	+$23.7M+23.0%	+$42.8M+50.8%	+$95.8M+307.1%	+$95.8M+307.1%	-8 employees-72.7% over 3Y	-171 accounts-23.9% over 3Y
9. Navigation Wealth Management CRD 282640 · Corporation	FORT COLLINS, CO	$103.2M Mar 2026	-$24.6M-19.2%	-$6.5M-5.9%	-$6.1M-5.6%	+$2.3M+2.3%	-1 employees-11.1% over 3Y	+45 accounts+3.6% over 3Y
10. Synergy Capital CRD 334117 · Limited Liability Company	FORT COLLINS, CO	$98.8M Feb 2026	—	—	—	-$3.4M-3.3%	-2 employees-50.0% over 1Y	-90 accounts-29.7% over Total

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.