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Largest RIA Firms in Fort Collins, Colorado by AUM

Explore registered investment advisers headquartered in Fort Collins, Colorado, ranked by reported regulatory AUM. Compare firm size, historical AUM, employee trends, and account activity across 10 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 Jul 2026	+$62.3M+14.6%	—	—	—	0 employees+0.0% over 3Y	+228 accounts+12.4% 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 Jul 2026	+$106.4M+59.1%	—	—	+$180.7M+170.9%	0 employees+0.0% over 1Y	+110 accounts+21.3% 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 Jul 2026	+$10.0M+5.8%	+$38.4M+26.3%	—	+$38.4M+26.3%	0 employees+0.0% over 3Y	-9 accounts-2.5% over 3Y
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 Jun 2026	+$23.7M+23.0%	+$39.6M+45.3%	+$95.8M+307.1%	+$95.8M+307.1%	-8 employees-72.7% over 3Y	-226 accounts-29.4% 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 sufficient historical filing data is unavailable for the lookback period.