Company lists · Data refreshed September 2026
Top 16 Family office advisors based in Fort Collins, United States
RevenueBase identified 27 company matches for family office advisors associated with Fort Collins, United States as of September 2026 and tracks 130 professional contacts across them, including 68 with verified work emails. Across the United States, New York is the largest hub for this category (539 companies); Fort Collins has 27.
This list covers company matches for family office advisors associated with Fort Collins, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 20, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 16 largest family office advisors based in Fort Collins, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 20 contacts → | ||||
Exact match “Our core team has spent decades together honing their investment skills and sharpening their critical thinking, serving individual and institutional clients at firms that include…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 12 contacts → | ||||
Exact match “You’ve worked hard to achieve financial success and align your actions with your values.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 11 contacts → | ||||
Exact match “Trail Ridge Wealth Management is unique among wealth management firms: owned by its employees, each member of our talented team is personally invested in your financial success.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 8 contacts → | ||||
Exact match “OneSeven Advisors is a strategic tax and family office advisory firm located in Old Town Fort Collins.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 5 contacts → | ||||
Exact match “RL Farmer Wealth Strategies is a private wealth management practice that provides comprehensive financial strategies and sophisticated portfolio management services, to high-net…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 5 contacts → | ||||
Exact match “Leeward Wealth Management is an independent financial planning firm offering investment management and comprehensive financial planning services to families and small business…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 4 contacts → | ||||
Exact match “Decision 1 Financial is a family owned and operated mortgage and advisory firm dedicated to the mission of helping our clients achieve financial peace of mind.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 4 contacts → | ||||
Exact match “Providing you with clarity, insight and partnership.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 4 contacts → | ||||
Exact match “At Streamlined Wealth Planning, we're more than just financial advisors – we're your teachers, your listening ears, and helpers.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 4 contacts → | ||||
Exact match “We have the privilege of working with individuals and families for a wide variety of their financial needs.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 3 contacts → | ||||
Exact match “Theory Financial was forged on the principles of responsibility, integrity, expertise and focus, which we adhere to as we carry out our fiduciary obligation to our clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 2 contacts → | ||||
Exact match “We are dedicated to connecting the dots between money and purpose through generosity-minded wealth advice.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 2 contacts → | ||||
Exact match “We exist to inspire and develop opportunities for families to transform generations, with less stress, one step at a time through planning and wealth management.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 2 contacts → | ||||
Exact match “Level Up Financial Planning, LLC was created to bring financial planning to those who need it most, young professionals & growing families.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 1 contacts → | ||||
Exact match “Fruitage Financial is a wealth management and financial planning firm helping individuals, families, and organizations optimize and streamline their investment portfolios and set…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 1 contacts → | ||||
Exact match “At Solid Wealth Advisors, we utilize top global tools and strategies to produce a plan that builds strength and synergy.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “family office advisors”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 16 of 27 family office advisors based in Fort Collins, United States
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Family office advisors based in Fort Collins, United States at a glance
As of Sep 20, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Fort Collins, so it is reported there. Company counts and contact totals on this page are exact for Fort Collins, over 27 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with Fort Collins, United States whose business descriptions match “family office advisors” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every displayed company carries at least one verified work email. RevenueBase tracks 68 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 20, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Family office advisors by metro in the United States
- Family office advisors in New York539
- Family office advisors in Dallas227
- Family office advisors in Atlanta219
- Family office advisors in Houston200
- Family office advisors in Chicago198
- Family office advisors in Miami187
- Family office advisors in San Diego171
- Family office advisors in Austin162
- Family office advisors in San Francisco147
- Family office advisors in Boston144
- Family office advisors in Scottsdale138
- Family office advisors in Charlotte133
- Family office advisors in Denver132
- Family office advisors in Los Angeles128
- Family office advisors in Tampa107
- Family office advisors in Cincinnati96
- Family office advisors in Newport Beach89
- Family office advisors in Portland88
- Family office advisors in Seattle83
- Family office advisors in Indianapolis81
- Family office advisors in Boca Raton79
- Family office advisors in Irvine79
- Family office advisors in Minneapolis76
- Family office advisors in Overland Park73
- Family office advisors in Raleigh73
- Family office advisors in Phoenix71
- Family office advisors in Bellevue68
- Family office advisors in Birmingham68
- Family office advisors in Fort Worth67
- Family office advisors in Columbus66
- Family office advisors in Omaha63
- Family office advisors in Pittsburgh63
- Family office advisors in San Antonio62
- Family office advisors in Columbia60
- Family office advisors in Grand Rapids60
- Family office advisors in Rochester60
- Family office advisors in St. Louis60
- Family office advisors in Salt Lake City57
- Family office advisors in Greenville56
- Family office advisors in Las Vegas55
- Family office advisors in Sarasota55
- Family office advisors in Washington55
- Family office advisors in Louisville54
- Family office advisors in Richmond53
- Family office advisors in Wilmington53
- Family office advisors in Madison52
- Family office advisors in Orlando52
- Family office advisors in Naples51
- Family office advisors in Nashville51
- Family office advisors in Greenwood Village49
- Family office advisors in Pasadena49
- Family office advisors in Colorado Springs48
- Family office advisors in Coral Gables48
- Family office advisors in Jacksonville48
- Family office advisors in Cleveland47
- Family office advisors in Fort Lauderdale47
- Family office advisors in Memphis47
- Family office advisors in Walnut Creek46
- Family office advisors in Plano45
- Family office advisors in Tulsa44
- Family office advisors in Springfield43
- Family office advisors in Troy43
- Family office advisors in Lexington40
- Family office advisors in Philadelphia38
- Family office advisors in Charleston37
- Family office advisors in Alpharetta36
- Family office advisors in Beverly Hills36
- Family office advisors in Frisco36
- Family office advisors in Oklahoma City36
- Family office advisors in Baton Rouge35
- Family office advisors in Mclean34
- Family office advisors in Melville34
- Family office advisors in Buffalo33
- Family office advisors in Franklin33
- Family office advisors in Lake Oswego33
- Family office advisors in Santa Barbara33
- Family office advisors in The Woodlands33
- Family office advisors in Westlake Village33
- Family office advisors in Knoxville32
- Family office advisors in Brentwood31
- Family office advisors in Greensboro31
- Family office advisors in San Jose31
- Family office advisors in Tucson31
- Family office advisors in Boulder30
- Family office advisors in Fort Wayne30
- Family office advisors in Bethesda29
- Family office advisors in Kansas City29
- Family office advisors in Lafayette29
- Family office advisors in Annapolis28
- Family office advisors in Englewood28
- Family office advisors in West Chester28
- Family office advisors in Woodbury28
- Family office advisors in Bloomington27
- Family office advisors in Lincoln27
- Family office advisors in Little Rock27
- Family office advisors in Red Bank27
- Family office advisors in Roseville27
- Family office advisors in Virginia Beach27
- Family office advisors in Wayne27
- Family office advisors in West Des Moines27
- Family office advisors in Chattanooga26
- Family office advisors in Princeton26
- Family office advisors in Reston26
- Family office advisors in Westport26
- Family office advisors in Albany25
- Family office advisors in Jackson25
- Family office advisors in Naperville25
- Family office advisors in Reno25
- Family office advisors in West Palm Beach25
- Family office advisors in Wichita25
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “family office advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many family office advisors are there based in Fort Collins, United States?
RevenueBase identified 27 company matches for family office advisors associated with Fort Collins, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Ifam Capital tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in the United States has the most family office advisors?
New York leads the United States with 539 company records, followed by Dallas (227) and Atlanta (219). Fort Collins has 27.
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 68 professional contacts with verified work emails tracked across these 27 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 27 family office advisors based in Fort Collins, United States. Start with a free account, no credit card.
Download this list →Related lists
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
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- Family office advisors based in Adelaide, Australia
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Company intelligence · public preview
Top 16 family office advisors based in Fort Collins, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 27 matching company records for family office advisors based in Fort Collins, United States, with 130 tracked contacts and 68 verified work emails.
This public preview shows 16 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 16 family office advisors based in Fort Collins, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Ifam Capitalifamcapital.comHQ: Fort Collins, CO, United StatesReported employees: 11-50 | Fort Collins, CO, United States | 11-50 | Exact match | 20 contacts → |
“Our core team has spent decades together honing their investment skills and sharpening their critical thinking, serving individual and institutional clients at firms that include…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Foresight Financial Groupforesight.nm.comHQ: Fort Collins, CO, United StatesReported employees: 11-50 | Fort Collins, CO, United States | 11-50 | Exact match | 12 contacts → |
“You’ve worked hard to achieve financial success and align your actions with your values.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Trail Ridge Wealth Managementtrailridgewm.com HQ: Fort Collins, CO, United StatesReported employees: 1-10 | Fort Collins, CO, United States | 1-10 | Exact match | 11 contacts → |
“Trail Ridge Wealth Management is unique among wealth management firms: owned by its employees, each member of our talented team is personally invested in your financial success.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Oneseven Advisorsonesevenadvisors.comHQ: Fort Collins, CO, United StatesReported employees: 1-10 | Fort Collins, CO, United States | 1-10 | Exact match | 8 contacts → |
“OneSeven Advisors is a strategic tax and family office advisory firm located in Old Town Fort Collins.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  R.L. Farmer Wealth Strategiesrlfarmerws.comHQ: Fort Collins, CO, United StatesReported employees: 1-10 | Fort Collins, CO, United States | 1-10 | Exact match | 5 contacts → |
“RL Farmer Wealth Strategies is a private wealth management practice that provides comprehensive financial strategies and sophisticated portfolio management services, to high-net…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Leeward Wealth Managementleewardwealthmanagement.comHQ: Fort Collins, CO, United StatesReported employees: 1-10 | Fort Collins, CO, United States | 1-10 | Exact match | 5 contacts → |
“Leeward Wealth Management is an independent financial planning firm offering investment management and comprehensive financial planning services to families and small business…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Decision 1 Financiald1financial.comHQ: Fort Collins, CO, United StatesReported employees: 11-50 | Fort Collins, CO, United States | 11-50 | Exact match | 4 contacts → |
“Decision 1 Financial is a family owned and operated mortgage and advisory firm dedicated to the mission of helping our clients achieve financial peace of mind.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  OLD Town Wealth Advisorsoldtownadvisors.comHQ: Fort Collins, CO, United StatesReported employees: 1-10 | Fort Collins, CO, United States | 1-10 | Exact match | 4 contacts → |
“Providing you with clarity, insight and partnership.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Streamlined Wealth Planningstreamlinedwealthplanning.comHQ: Fort Collins, CO, United StatesReported employees: 1-10 | Fort Collins, CO, United States | 1-10 | Exact match | 4 contacts → |
“At Streamlined Wealth Planning, we're more than just financial advisors – we're your teachers, your listening ears, and helpers.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Campbell Morrison Wealth Management Of Nest Capitalcampbellmorrisonwm.comHQ: Fort Collins, CO, United StatesReported employees: 1-10 | Fort Collins, CO, United States | 1-10 | Exact match | 4 contacts → |
“We have the privilege of working with individuals and families for a wide variety of their financial needs.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Theory Financial, LLCtheoryfinance.comHQ: Fort Collins, CO, United StatesReported employees: 1-10 | Fort Collins, CO, United States | 1-10 | Exact match | 3 contacts → |
“Theory Financial was forged on the principles of responsibility, integrity, expertise and focus, which we adhere to as we carry out our fiduciary obligation to our clients.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  LPG Financiallpg-financial.comHQ: Fort Collins, CO, United StatesReported employees: 1-10 | Fort Collins, CO, United States | 1-10 | Exact match | 2 contacts → |
“We are dedicated to connecting the dots between money and purpose through generosity-minded wealth advice.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Noble Capital Group LLCnoblecapgrp.comHQ: Fort Collins, CO, United StatesReported employees: 1-10 | Fort Collins, CO, United States | 1-10 | Exact match | 2 contacts → |
“We exist to inspire and develop opportunities for families to transform generations, with less stress, one step at a time through planning and wealth management.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Level UP Financial Planning, LLClevelupfinancialplanning.comHQ: Fort Collins, CO, United StatesReported employees: 1-10 | Fort Collins, CO, United States | 1-10 | Exact match | 2 contacts → |
“Level Up Financial Planning, LLC was created to bring financial planning to those who need it most, young professionals & growing families.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Fruitage Financialfruitagefinancial.com HQ: Fort Collins, CO, United StatesReported employees: 1-10 | Fort Collins, CO, United States | 1-10 | Exact match | 1 contacts → |
“Fruitage Financial is a wealth management and financial planning firm helping individuals, families, and organizations optimize and streamline their investment portfolios and set…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Solid Wealth Advisorssolidwealthadvisors.comHQ: Fort Collins, CO, United StatesReported employees: 1-10 | Fort Collins, CO, United States | 1-10 | Exact match | 1 contacts → |
“At Solid Wealth Advisors, we utilize top global tools and strategies to produce a plan that builds strength and synergy.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 16 of 27 company matches
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Family office advisors: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
26 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for Fort Collins, so it is reported there. Company counts and contact totals on this page are exact for Fort Collins, over 27 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Family office advisors by metro in the United States
- Family office advisors in New York539
- Family office advisors in Dallas227
- Family office advisors in Atlanta219
- Family office advisors in Houston200
- Family office advisors in Chicago198
- Family office advisors in Miami187
- Family office advisors in San Diego171
- Family office advisors in Austin162
- Family office advisors in San Francisco147
- Family office advisors in Boston144
- Family office advisors in Scottsdale138
- Family office advisors in Charlotte133
- Family office advisors in Denver132
- Family office advisors in Los Angeles128
- Family office advisors in Tampa107
- Family office advisors in Cincinnati96
- Family office advisors in Newport Beach89
- Family office advisors in Portland88
- Family office advisors in Seattle83
- Family office advisors in Indianapolis81
- Family office advisors in Boca Raton79
- Family office advisors in Irvine79
- Family office advisors in Minneapolis76
- Family office advisors in Overland Park73
- Family office advisors in Raleigh73
- Family office advisors in Phoenix71
- Family office advisors in Bellevue68
- Family office advisors in Birmingham68
- Family office advisors in Fort Worth67
- Family office advisors in Columbus66
- Family office advisors in Omaha63
- Family office advisors in Pittsburgh63
- Family office advisors in San Antonio62
- Family office advisors in Columbia60
- Family office advisors in Grand Rapids60
- Family office advisors in Rochester60
- Family office advisors in St. Louis60
- Family office advisors in Salt Lake City57
- Family office advisors in Greenville56
- Family office advisors in Las Vegas55
- Family office advisors in Sarasota55
- Family office advisors in Washington55
- Family office advisors in Louisville54
- Family office advisors in Richmond53
- Family office advisors in Wilmington53
- Family office advisors in Madison52
- Family office advisors in Orlando52
- Family office advisors in Naples51
- Family office advisors in Nashville51
- Family office advisors in Greenwood Village49
- Family office advisors in Pasadena49
- Family office advisors in Colorado Springs48
- Family office advisors in Coral Gables48
- Family office advisors in Jacksonville48
- Family office advisors in Cleveland47
- Family office advisors in Fort Lauderdale47
- Family office advisors in Memphis47
- Family office advisors in Walnut Creek46
- Family office advisors in Plano45
- Family office advisors in Tulsa44
- Family office advisors in Springfield43
- Family office advisors in Troy43
- Family office advisors in Lexington40
- Family office advisors in Philadelphia38
- Family office advisors in Charleston37
- Family office advisors in Alpharetta36
- Family office advisors in Beverly Hills36
- Family office advisors in Frisco36
- Family office advisors in Oklahoma City36
- Family office advisors in Baton Rouge35
- Family office advisors in Mclean34
- Family office advisors in Melville34
- Family office advisors in Buffalo33
- Family office advisors in Franklin33
- Family office advisors in Lake Oswego33
- Family office advisors in Santa Barbara33
- Family office advisors in The Woodlands33
- Family office advisors in Westlake Village33
- Family office advisors in Knoxville32
- Family office advisors in Brentwood31
- Family office advisors in Greensboro31
- Family office advisors in San Jose31
- Family office advisors in Tucson31
- Family office advisors in Boulder30
- Family office advisors in Fort Wayne30
- Family office advisors in Bethesda29
- Family office advisors in Kansas City29
- Family office advisors in Lafayette29
- Family office advisors in Annapolis28
- Family office advisors in Englewood28
- Family office advisors in West Chester28
- Family office advisors in Woodbury28
- Family office advisors in Bloomington27
- Family office advisors in Lincoln27
- Family office advisors in Little Rock27
- Family office advisors in Red Bank27
- Family office advisors in Roseville27
- Family office advisors in Virginia Beach27
- Family office advisors in Wayne27
- Family office advisors in West Des Moines27
- Family office advisors in Chattanooga26
- Family office advisors in Princeton26
- Family office advisors in Reston26
- Family office advisors in Westport26
- Family office advisors in Albany25
- Family office advisors in Jackson25
- Family office advisors in Naperville25
- Family office advisors in Reno25
- Family office advisors in West Palm Beach25
- Family office advisors in Wichita25
Questions about this company list
What does Exact match mean for family office advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many family office advisors did RevenueBase find based in Fort Collins, United States?
The saved snapshot records 27 matching company records, 130 tracked contacts and 68 verified emails. The public preview displays 16 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Family office advisors by geography
- Family office advisors based in Adelaide, Australia
- Family office advisors based in Brisbane City, Australia
- Family office advisors based in Brisbane, Australia
- Family office advisors based in Melbourne, Australia
- Family office advisors based in North Sydney, Australia
- Family office advisors based in Perth, Australia
- Family office advisors based in Sydney, Australia
- Family office advisors based in Belo Horizonte, Brazil
- Family office advisors based in Curitiba, Brazil
- Family office advisors based in Porto Alegre, Brazil
- Family office advisors based in Rio De Janeiro, Brazil
- Family office advisors based in Sao Paulo, Brazil
Cite this list
RevenueBase Data Team. Top 16 family office advisors based in Fort Collins, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/family-office-advisors/united-states/fort-collins.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
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- Family office advisors based in Adelaide, Australia
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- Family office advisors based in Brisbane, Australia
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Company intelligence · public preview
Top 16 family office advisors based in Fort Collins, United States
RevenueBase records 27 matching company records for family office advisors based in Fort Collins, United States, with 130 tracked contacts and 68 verified work emails.
This public preview shows 16 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 16 family office advisors based in Fort Collins, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Ifam Capitalifamcapital.com HQ: Fort Collins, CO, United StatesReported employees: 11-50 | Fort Collins, CO, United States | 11-50 | Exact match | 20 contacts → |
“Our core team has spent decades together honing their investment skills and sharpening their critical thinking, serving individual and institutional clients at firms that include…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Foresight Financial Groupforesight.nm.com HQ: Fort Collins, CO, United StatesReported employees: 11-50 | Fort Collins, CO, United States | 11-50 | Exact match | 12 contacts → |
“You’ve worked hard to achieve financial success and align your actions with your values.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Trail Ridge Wealth Managementtrailridgewm.com HQ: Fort Collins, CO, United StatesReported employees: 1-10 | Fort Collins, CO, United States | 1-10 | Exact match | 11 contacts → |
“Trail Ridge Wealth Management is unique among wealth management firms: owned by its employees, each member of our talented team is personally invested in your financial success.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Oneseven Advisorsonesevenadvisors.com HQ: Fort Collins, CO, United StatesReported employees: 1-10 | Fort Collins, CO, United States | 1-10 | Exact match | 8 contacts → |
“OneSeven Advisors is a strategic tax and family office advisory firm located in Old Town Fort Collins.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | R.L. Farmer Wealth Strategiesrlfarmerws.com HQ: Fort Collins, CO, United StatesReported employees: 1-10 | Fort Collins, CO, United States | 1-10 | Exact match | 5 contacts → |
“RL Farmer Wealth Strategies is a private wealth management practice that provides comprehensive financial strategies and sophisticated portfolio management services, to high-net…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Leeward Wealth Managementleewardwealthmanagement.com HQ: Fort Collins, CO, United StatesReported employees: 1-10 | Fort Collins, CO, United States | 1-10 | Exact match | 5 contacts → |
“Leeward Wealth Management is an independent financial planning firm offering investment management and comprehensive financial planning services to families and small business…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Decision 1 Financiald1financial.com HQ: Fort Collins, CO, United StatesReported employees: 11-50 | Fort Collins, CO, United States | 11-50 | Exact match | 4 contacts → |
“Decision 1 Financial is a family owned and operated mortgage and advisory firm dedicated to the mission of helping our clients achieve financial peace of mind.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | OLD Town Wealth Advisorsoldtownadvisors.com HQ: Fort Collins, CO, United StatesReported employees: 1-10 | Fort Collins, CO, United States | 1-10 | Exact match | 4 contacts → |
“Providing you with clarity, insight and partnership.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Streamlined Wealth Planningstreamlinedwealthplanning.com HQ: Fort Collins, CO, United StatesReported employees: 1-10 | Fort Collins, CO, United States | 1-10 | Exact match | 4 contacts → |
“At Streamlined Wealth Planning, we're more than just financial advisors – we're your teachers, your listening ears, and helpers.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Campbell Morrison Wealth Management Of Nest Capitalcampbellmorrisonwm.com HQ: Fort Collins, CO, United StatesReported employees: 1-10 | Fort Collins, CO, United States | 1-10 | Exact match | 4 contacts → |
“We have the privilege of working with individuals and families for a wide variety of their financial needs.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Theory Financial, LLCtheoryfinance.com HQ: Fort Collins, CO, United StatesReported employees: 1-10 | Fort Collins, CO, United States | 1-10 | Exact match | 3 contacts → |
“Theory Financial was forged on the principles of responsibility, integrity, expertise and focus, which we adhere to as we carry out our fiduciary obligation to our clients.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | LPG Financiallpg-financial.com HQ: Fort Collins, CO, United StatesReported employees: 1-10 | Fort Collins, CO, United States | 1-10 | Exact match | 2 contacts → |
“We are dedicated to connecting the dots between money and purpose through generosity-minded wealth advice.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Noble Capital Group LLCnoblecapgrp.com HQ: Fort Collins, CO, United StatesReported employees: 1-10 | Fort Collins, CO, United States | 1-10 | Exact match | 2 contacts → |
“We exist to inspire and develop opportunities for families to transform generations, with less stress, one step at a time through planning and wealth management.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Level UP Financial Planning, LLClevelupfinancialplanning.com HQ: Fort Collins, CO, United StatesReported employees: 1-10 | Fort Collins, CO, United States | 1-10 | Exact match | 2 contacts → |
“Level Up Financial Planning, LLC was created to bring financial planning to those who need it most, young professionals & growing families.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Fruitage Financialfruitagefinancial.com HQ: Fort Collins, CO, United StatesReported employees: 1-10 | Fort Collins, CO, United States | 1-10 | Exact match | 1 contacts → |
“Fruitage Financial is a wealth management and financial planning firm helping individuals, families, and organizations optimize and streamline their investment portfolios and set…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Solid Wealth Advisorssolidwealthadvisors.com HQ: Fort Collins, CO, United StatesReported employees: 1-10 | Fort Collins, CO, United States | 1-10 | Exact match | 1 contacts → |
“At Solid Wealth Advisors, we utilize top global tools and strategies to produce a plan that builds strength and synergy.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 16 of 27 company matches
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Family office advisors: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
26 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for Fort Collins, so it is reported there. Company counts and contact totals on this page are exact for Fort Collins, over 27 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
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Questions about this company list
What does Exact match mean for family office advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many family office advisors did RevenueBase find based in Fort Collins, United States?
The saved snapshot records 27 matching company records, 130 tracked contacts and 68 verified emails. The public preview displays 16 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Family office advisors by geography
- Family office advisors based in Adelaide, Australia
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Cite this list
RevenueBase Data Team. Top 16 family office advisors based in Fort Collins, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/family-office-advisors/united-states/fort-collins.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Family office advisors based in Adelaide, Australia
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