Company lists · Data refreshed October 2026

Top 18 Financial services investment managers based in Fort Collins, United States

Name: Financial services investment managers based in Fort Collins, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 12, 2026 29 companies tracked

RevenueBase identified 29 company matches for financial services investment managers associated with Fort Collins, United States as of October 2026 and tracks 102 professional contacts across them, including 45 with verified work emails. Across the United States, New York is the largest hub for this category (549 companies); Fort Collins has 29.

This list covers company matches for financial services investment managers 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 October 12, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Oct 12, 2026 How this list was built

29Companies

102Contacts tracked

45Verified emails

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The 18 largest financial services investment managers based in Fort Collins, United States

Ranked by team size

Top 18 of 29 company matches for financial services investment managers based in Fort Collins, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 12, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Foresight Financial Group	Exact match	Fort Collins, CO, United StatesHQ recorded Oct 12, 2026	11-50	14 contacts →
	Exact match “You’ve worked hard to achieve financial success and align your actions with your values.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
2	Trail Ridge Wealth Management	Exact match	Fort Collins, CO, United StatesHQ recorded Oct 12, 2026	1-10	13 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 · Oct 12, 2026 · View company records in RevenueBase
3	Ifam Capital	Exact match	Fort Collins, CO, United StatesHQ recorded Oct 12, 2026	11-50	12 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 · Oct 12, 2026 · View company records in RevenueBase
4	Leeward Wealth Management	Exact match	Fort Collins, CO, United StatesHQ recorded Oct 12, 2026	1-10	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 · Oct 12, 2026 · View company records in RevenueBase
5	RTI Wealth Management	Exact match	Fort Collins, CO, United StatesHQ recorded Oct 12, 2026	1-10	5 contacts →
	Exact match “Empowering the success of our clients is at the core of everything that we do.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
6	Dunnigan Financial Group	Exact match	Fort Collins, CO, United StatesHQ recorded Oct 12, 2026	1-10	5 contacts →
	Exact match “THE DUNNIGAN DIFFERENCE At Dunnigan Financial Group, you are a part of our family.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
7	OLD Town Wealth Advisors	Exact match	Fort Collins, CO, United StatesHQ recorded Oct 12, 2026	1-10	4 contacts →
	Exact match “Providing you with clarity, insight and partnership.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
8	Better Pockets Financial	Exact match	Fort Collins, CO, United StatesHQ recorded Oct 12, 2026	1-10	4 contacts →
	Exact match “Our Mission is to Empower Those We Work With to Create a Positive Impact on Their Pocket of the World - We understand achieving financial wellness can be intimidating and…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
9	Campbell Morrison Wealth Management Of Nest Capital	Exact match	Fort Collins, CO, United StatesHQ recorded Oct 12, 2026	1-10	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 · Oct 12, 2026 · View company records in RevenueBase
10	Theory Financial, LLC	Exact match	Fort Collins, CO, United StatesHQ recorded Oct 12, 2026	1-10	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 · Oct 12, 2026 · View company records in RevenueBase
11	R.L. Farmer Wealth Strategies	Exact match	Fort Collins, CO, United StatesHQ recorded Oct 12, 2026	1-10	3 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 · Oct 12, 2026 · View company records in RevenueBase
12	Streamlined Wealth Planning	Exact match	Fort Collins, CO, United StatesHQ recorded Oct 12, 2026	1-10	3 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 · Oct 12, 2026 · View company records in RevenueBase
13	Fletching Arrows Wealth Management LLC	Exact match	Fort Collins, CO, United StatesHQ recorded Oct 12, 2026	1-10	2 contacts →
	Exact match “While Fletching Arrows cannot control or predict the overall financial markets, our firm can “Fletch” your investment portfolio, utilizing various investment strategies, within a…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
14	Noble Capital Group LLC	Exact match	Fort Collins, CO, United StatesHQ recorded Oct 12, 2026	1-10	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 · Oct 12, 2026 · View company records in RevenueBase
15	JIM Saulnier & Associates, LLC	Exact match	Fort Collins, CO, United StatesHQ recorded Oct 12, 2026	51-200	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
16	Balanced Financial INC	Exact match	Fort Collins, CO, United StatesHQ recorded Oct 12, 2026	1-10	2 contacts →
	Exact match “In business for nearly 30 years, Balanced Financial is a full-service financial firm with its headquarters in Fort Collins, Colorado.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
17	Solid Wealth Advisors	Exact match	Fort Collins, CO, United StatesHQ recorded Oct 12, 2026	1-10	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 · Oct 12, 2026 · View company records in RevenueBase
18	LPG Financial	Exact match	Fort Collins, CO, United StatesHQ recorded Oct 12, 2026	1-10	1 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 · Oct 12, 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 “financial services investment managers”. 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 18 of 29 financial services investment managers based in Fort Collins, United States

See the full list, filter by size, metro and specialty, and access 45 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial services investment managers based in Fort Collins, United States at a glance

As of Oct 12, 2026

44.1%Verified-email coverage

3.5Average contacts per company

1-10Median size (employees)

Oct 12, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 29 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 “financial services investment managers” 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 45 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 October 12, 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.

Financial services investment managers by metro in the United States

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 “financial services investment managers”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial services investment managers are there based in Fort Collins, United States?

RevenueBase identified 29 company matches for financial services investment managers associated with Fort Collins, United States as of October 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?

Foresight Financial Group 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 financial services investment managers?

New York leads the United States with 549 company records, followed by Atlanta (220) and Houston (209). Fort Collins has 29.

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 45 professional contacts with verified work emails tracked across these 29 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 October 12, 2026.

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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.