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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Fort Collins, CO

Every SEC-registered investment adviser representative at a firm office in Fort Collins, with the firms that employ the most of them.

299 registered advisors work in Fort Collins; the most are at Strategic Advisers LLC (26). 46 list the CFP designation and 207 are also registered broker representatives.

Firms with the most advisors in Fort Collins

FirmAdvisors in Fort Collins
Strategic Advisers LLC26
LPL Financial LLC news25
Cambridge Investment Research Advisors, Inc. news16
RBC Capital Markets, LLC news16
Edward Jones news14
Wells Fargo Advisors Financial Network, LLC news10
Merrill Lynch, Pierce, Fenner & Smith Incorporated news9
Wells Fargo Clearing Services, LLC news9
UBS Financial Services Inc. news8
Navigation Wealth Management7
Raymond James Financial Services Advisors, Inc. news7
Trail Ridge Investment Advisors, LLC6
Acorn Creek Capital LLC5
Eagle Strategies LLC5
J.P. Morgan Securities LLC news5
Osaic Wealth, Inc. news5
United Capital Financial Advisors5
Charles Schwab & Co., Inc. news4
State Farm Investment Management Corp.4
The William Allan Corporation4
Ameriprise Financial Services, LLC news3
Cetera Investment Advisers LLC news3
First National Advisers, LLC3
Focus Partners Wealth, LLC3
Mercer Global Advisors Inc.3

Advisors in Fort Collins, A to Z

CFP advisors in Fort Collins →

Other cities in Colorado

All of Colorado →

Denver 2,523Greenwood Village 1,942Colorado Springs 945Lone Tree 746Boulder 436Littleton 302Lakewood 288Centennial 255Englewood 228Aurora 174Highlands Ranch 152Parker 141Loveland 133Broomfield 118Golden 117Westminster 111Castle Rock 103Grand Junction 100Arvada 85Louisville 77Durango 75Greeley 70Longmont 65Glendale 58

Questions

How many financial advisors are in Fort Collins, CO?

299 investment adviser representatives are registered at firm offices in Fort Collins, Colorado, according to the SEC's Investment Adviser Public Disclosure records. 207 of them are also registered as broker representatives, and 46 list the CFP designation.

Which firm has the most financial advisors in Fort Collins?

Strategic Advisers LLC, with 26 registered advisors in Fort Collins, followed by LPL Financial LLC with 25.

How do I check a financial advisor in Fort Collins?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.