Skip to content

Investment Advisors in Fort Collins, CO: 2026 rankings

51 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Fort Collins: Macdonald Financial Services, RFA Score 66/100; 5.0★ from 234 Google reviews.

  2. 8

    Most-reviewed: Woody Investments, 119 Google reviews at 3.1★, the most of 51 ranked after Macdonald Financial Services; ranked #8.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

51 Fort Collins investment advisors are ranked here by RFA Score, from eight published factors. 3 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 5.0★ across 51 rated firms.

Top 10 investment advisors in Fort Collins at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 investment advisors in Fort Collins at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Macdonald Financial Services665.0★ (234)Loveland, 12 mi away—Top score
2Tarantino Wealth Management - Michael Tarantino, Certified Financial Planner665.0★ (82)Fort Collins——
3Clearly Acquired665.0★ (11)Johnstown, 14 mi awaySat—
4Wells Fargo Advisors652.3★ (3)Fort Collins——
5Mutual of Omaha® Advisors - Northern Colorado635.0★ (3)Loveland, 12 mi away——
6Wells Fargo Advisors632.8★ (9)Loveland, 13 mi away——
7GA Insurance Senior Insurance and Retirement Services625.0★ (7)Greeley, 24 mi away——
8Woody Investments603.1★ (119)Greeley, 24 mi away—Most reviews
9Balanced Wealth Partners605.0★ (13)Fort Collins——
10Edward Jones - Financial Advisor: Chelsey A Schroeder605.0★ (13)Fort Collins——

All 51 investment advisors in Fort Collins, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  3. #3 Clearly Acquired

    Based in Johnstown, 14 mi away

    66/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 11 Google reviews, listed on Google as “Investment company”.

    • 5.0★ from 11 Google reviews
    Hours
    Mon–Thu 9 AM–6 PM · Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    4702 Larimer Pkwy #101, Johnstown, CO 80534
    View profile for Clearly Acquired(800) 792-4828

  8. #8 Woody Investments

    Based in Greeley, 24 mi away

    60/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 3.1★ from 119 Google reviews, listed on Google as “Investment service”.

    • 3.1★ from 119 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    815 16th St, Greeley, CO 80631
    View profile for Woody Investments(970) 330-7427

  11. #11 Unify Payroll

    Based in Fort Collins

    60/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 13 Google reviews, listed on Google as “Payroll service”.

    • 5.0★ from 13 Google reviews
    Hours
    Mon–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    185 N College Ave, Fort Collins, CO 80524
    View profile for Unify Payroll(970) 232-1284

  12. #12 Trajan Wealth

    Based in Fort Collins

    59/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 11 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 11 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    2580 E Harmony Rd Ste 301 – 30, Fort Collins, CO 80528
    View profile for Trajan Wealth(970) 638-3300

  15. #15 Dunnigan Financial Group

    Based in Fort Collins

    58/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 8 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 8 Google reviews
    Hours
    Mon–Thu 9 AM–4 PM · Fri 9 AM–1 PM · Sat–Sun closed
    Address
    215 W Oak St Ste 720, Fort Collins, CO 80521
    View profile for Dunnigan Financial Group(970) 658-2662

  20. #20 Fidelity Investments

    Based in Fort Collins

    57/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.0★ from 8 Google reviews, listed on Google as “Financial planner”.

    • 4.0★ from 8 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    3100 S College Ave Ste 110, Fort Collins, CO 80525
    View profile for Fidelity Investments(833) 313-1420

  21. #21 Kevin Dunnigan, CFP® & Hayden Lowry, CFP® — Investment Center Advisor Group

    Based in Loveland, 12 mi away

    57/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 16 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 16 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–2 PM · Sat–Sun closed
    Address
    290 E 25th St #100, Loveland, CO 80538
    View profile for Kevin Dunnigan, CFP® & Hayden Lowry, CFP® — Investment Center Advisor Group(970) 622-2366

  25. #25 Charles Schwab

    Based in Fort Collins

    56/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 3.2★ from 10 Google reviews, listed on Google as “Financial consultant”.

    • 3.2★ from 10 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    2733 Council Tree Ave Ste 113, Fort Collins, CO 80525
    View profile for Charles Schwab(970) 223-5520

Investment advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 51 ranked investment advisors here; the rest are on their profiles.

investment advisors in Fort Collins, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26First Western Trust Bank Fort Collins563.0★ (10)In Fort Collins
27Edward Jones - Financial Advisor: Brian J Creencia, CFP®|AAMS®|CRPC™565.0★ (3)In Fort Collins
28Edward Jones - Financial Advisor: Shane M Richendifer565.0★ (3)In Fort Collins
29Edward Jones - Financial Advisor: David R Campbell, AAMS®565.0★ (3)In Fort Collins
30Edward Jones - Financial Advisor: Robert Belchic565.0★ (3)In Fort Collins
31Leeward Wealth Management - Kimberly Surber, Certified Financial Planner564.0★ (4)In Fort Collins
32RL Farmer Wealth Strategies565.0★ (3)In Fort Collins
33Northwestern Mutual563.4★ (5)In Fort Collins
34Colorado Property Partners565.0★ (27)23 mi
35401k Extra LLC553.7★ (3)In Fort Collins
36Edward Jones - Financial Advisor: Kailun L Hensley, AAMS®545.0★ (6)14 mi
37Edward Jones - Financial Advisor: Daren Gartner, CFP®|AAMS®|CRPC™545.0★ (4)11 mi
38Edward Jones - Financial Advisor: Robert V Flood, AAMS®|CKA®535.0★ (4)12 mi
39Edward Jones - Financial Advisor: Emily A Wiedeman, CFP®|ChFC®|RICP®|AAMS®534.4★ (12)20 mi
40Indelible Wealth Group535.0★ (8)19 mi
41Edward Jones - Financial Advisor: Ryan J Carter, AAMS®535.0★ (3)12 mi
42Edward Jones - Financial Advisor: Lisa Gemaehlich, AAMS®535.0★ (4)14 mi
43Edward Jones - Financial Advisor: Carson J Bischoff535.0★ (3)13 mi
44Edward Jones - Financial Advisor: Doug Rechkemmer, AAMS®525.0★ (3)13 mi
45Edward Jones - Financial Advisor: Aaron J Grosul, CFP®524.0★ (4)13 mi
46Edward Jones - Financial Advisor: Andrew Thiel, AAMS®514.7★ (6)22 mi
47Edward Jones - Financial Advisor: Matt Sheffield, CFP®|CIMA®515.0★ (3)20 mi
48Edward Jones - Financial Advisor: Mike Boyles504.0★ (4)21 mi
49Edward Jones - Financial Advisor: Thomas Hodges, CFP®|CIMA®|CEPA®|AAMS®505.0★ (3)21 mi
50Strategic Financial Management, Inc.503.7★ (3)20 mi

Also serving Fort Collins

20 more investment advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked investment advisors serving Fort Collins
BusinessGoogle ratingDistance
Adam Bott, Financial Advisor – Crescendo Wealth Strategies5.0★ (33)In Fort Collins
Alpine Bank4.8★ (18)In Fort Collins
Balanced Financial Inc5.0★ (93)In Fort Collins
Financial Planning Fort Collins5.0★ (12)In Fort Collins
FNBO3.3★ (49)In Fort Collins
FNBO3.5★ (45)In Fort Collins
FNBO3.9★ (45)In Fort Collins
FNBO3.6★ (44)In Fort Collins
FNBO3.6★ (43)In Fort Collins
FNBO3.1★ (22)In Fort Collins
JBA Wealth Management Group5.0★ (7)In Fort Collins
John Silverstein - COUNTRY Financial Representative5.0★ (7)In Fort Collins
Josh Hartman - COUNTRY Financial Representative4.1★ (9)In Fort Collins
Level Up Financial Planning, LLC5.0★ (7)In Fort Collins
Luke Stromquist - COUNTRY Financial Representative4.4★ (7)In Fort Collins
Noble Capital Group LLC5.0★ (22)In Fort Collins
Otium Wealth Management5.0★ (13)In Fort Collins
Safer Money Solutions5.0★ (25)In Fort Collins
Seth Gilbert - COUNTRY Financial Representative5.0★ (8)In Fort Collins
Streamlined Wealth Planning5.0★ (10)In Fort Collins

How we ranked Fort Collins investment advisors

We scored 51 Fort Collins investment advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Fort Collins data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose an investment advisor

  1. Confirm the investment advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask an investment advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my investment advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Investment advisors in Fort Collins: frequently asked questions

Which investment advisor has the highest RFA Score in Fort Collins?

By RFA Score, the highest-ranked investment advisor in Fort Collins, CO is Macdonald Financial Services with an RFA Score of 66/100. It has 5.0★ from 234 Google reviews. Tarantino Wealth Management - Michael Tarantino, Certified Financial Planner (#2) and Clearly Acquired (#3) follow. We ranked 51 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Fort Collins?

RankedFinancialAdvisors ranks 51 investment advisors serving Fort Collins, CO. 25 of them are based in Fort Collins; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which investment advisors in Fort Collins work on weekends?

3 of 51 ranked investment advisors post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are Clearly Acquired (#3) and Benson Verbel - NextHome Foundations (#22). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Fort Collins investment advisors have?

The median Google rating among 51 rated investment advisors in Fort Collins is 5.0★, with a median of 6 reviews. Macdonald Financial Services has the most, 234 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do investment advisors outside Fort Collins count in this ranking?

Yes, if they are within 25 mi of the Fort Collins city center, our service radius for investment advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can investment advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Fort Collins ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers investment advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check an investment advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every investment advisor in Fort Collins a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do investment advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Fort Collins

  1. November 2026: RFA Scores recalculated for 51 investment advisors serving Fort Collins.

More investment advisors and Fort Collins pages