Company lists · Data refreshed September 2026

Top 25 Personal financial accounting firms based in Fort Collins, United States

RevenueBase identified 49 personal financial accounting firms headquartered in Fort Collins, United States as of September 2026 and tracks 198 professional contacts across them, including 107 with verified work emails. Across the United States, New York is the largest hub for this category (434 companies); Fort Collins has 49.

This list covers personal financial accounting firms headquartered in Fort Collins, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 29, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 29, 2026 86% judged on-target in blind review
49Companies
198Contacts tracked
107Verified emails
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The 25 largest personal financial accounting firms based in Fort Collins, United States

Ranked by team size
Top 25 of 49 personal financial accounting firms based in Fort Collins, United States, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to personal financial accounting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceFort Collins, CO, United StatesHQ checked Sep 29, 202611-5034 contacts →

Indirect evidence

“Our firm is one of the leading firms in the area.”

Source: RevenueBase Database · checked Sep 29, 2026
2Indirect evidenceFort Collins, CO, United StatesHQ checked Sep 29, 202611-5020 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 29, 2026
3Partial evidenceFort Collins, CO, United StatesHQ checked Sep 29, 202611-5015 contacts →

Partial evidence

“Eger CPA is a full-service accounting firm located in Fort Collins, CO.”

Source: RevenueBase Database · checked Sep 29, 2026
4Partial evidenceFort Collins, CO, United StatesHQ checked Sep 29, 202611-5010 contacts →

Partial evidence

“Black Mountain Tax & Consulting is a boutique accounting firm dedicated to helping individuals and entrepreneurs navigate life's critical tax and accounting challenges.”

Source: RevenueBase Database · checked Sep 29, 2026
5Indirect evidenceFort Collins, CO, United StatesHQ checked Sep 29, 20261-109 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 29, 2026
6Partial evidenceFort Collins, CO, United StatesHQ checked Sep 29, 20261-106 contacts →

Partial evidence

“Gates, Kirby & Company, P.C is a certified public accounting firm that offers a variety of professional services, with special emphasis on individual and business tax preparation…”

Source: RevenueBase Database · checked Sep 29, 2026
7Partial evidenceFort Collins, CO, United StatesHQ checked Sep 29, 20261-106 contacts →

Partial evidence

“Satellite Strategies is more than an accounting firm.”

Source: RevenueBase Database · checked Sep 29, 2026
8Partial evidenceFort Collins, CO, United StatesHQ checked Sep 29, 20261-106 contacts →

Partial evidence

“RODAHL & COMPANY, LLC is an accounting company based out of 2038 Vermont Drive, Fort Collins, Colorado, United States.”

Source: RevenueBase Database · checked Sep 29, 2026
9Partial evidenceFort Collins, CO, United StatesHQ checked Sep 29, 20261-105 contacts →

Partial evidence

“Greypeak Accounting and Consulting is a leading accounting and consulting firm proudly serving clients across the United States.”

Source: RevenueBase Database · checked Sep 29, 2026
10Partial evidenceFort Collins, CO, United StatesHQ checked Sep 29, 20261-105 contacts →

Partial evidence

“Leeward Wealth Management is an independent financial planning firm offering investment management and comprehensive financial planning services to families and small business…”

Source: RevenueBase Database · checked Sep 29, 2026
11Indirect evidenceFort Collins, CO, United StatesHQ checked Sep 29, 20261-104 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 29, 2026
12Partial evidenceFort Collins, CO, United StatesHQ checked Sep 29, 20261-104 contacts →

Partial evidence

“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…”

Source: RevenueBase Database · checked Sep 29, 2026
13Indirect evidenceFort Collins, CO, United StatesHQ checked Sep 29, 20261-104 contacts →

Indirect evidence

“Most people think CPAs are stuffy old men they see once a year because they have to.”

Source: RevenueBase Database · checked Sep 29, 2026
14Partial evidenceFort Collins, CO, United StatesHQ checked Sep 29, 20261-104 contacts →

Partial evidence

“At Streamlined Wealth Planning, we're more than just financial advisors – we're your teachers, your listening ears, and helpers.”

Source: RevenueBase Database · checked Sep 29, 2026
15Partial evidenceFort Collins, CO, United StatesHQ checked Sep 29, 20261-103 contacts →

Partial evidence

“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.”

Source: RevenueBase Database · checked Sep 29, 2026
16Partial evidenceFort Collins, CO, United StatesHQ checked Sep 29, 20261-103 contacts →

Partial evidence

“We are a Northern Colorado accounting firm dedicated to providing you with compliance services and business strategies so that you can stress less and grow more.”

Source: RevenueBase Database · checked Sep 29, 2026
17Strong evidenceFort Collins, CO, United StatesHQ checked Sep 29, 20261-103 contacts →

Strong evidence

“At Sopris Wealth, our mission is to empower individuals and couples through personalized financial planning and education.”

Source: RevenueBase Database · checked Sep 29, 2026
18Indirect evidenceFort Collins, CO, United StatesHQ checked Sep 29, 20261-103 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 29, 2026
19Indirect evidenceFort Collins, CO, United StatesHQ checked Sep 29, 20261-103 contacts →

Indirect evidence

“Even the best certified public accountant firms in the world can only help you if you understand what they're talking about.”

Source: RevenueBase Database · checked Sep 29, 2026
20Indirect evidenceFort Collins, CO, United StatesHQ checked Sep 29, 20261-102 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 29, 2026
21Indirect evidenceFort Collins, CO, United StatesHQ checked Sep 29, 20261-102 contacts →

Indirect evidence

“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.”

Source: RevenueBase Database · checked Sep 29, 2026
22Partial evidenceFort Collins, CO, United StatesHQ checked Sep 29, 20261-102 contacts →

Partial evidence

“Level Up Financial Planning, LLC was created to bring financial planning to those who need it most, young professionals & growing families.”

Source: RevenueBase Database · checked Sep 29, 2026
23Partial evidenceFort Collins, CO, United StatesHQ checked Sep 29, 20261-102 contacts →

Partial evidence

“We are a values-based financial planning firm.”

Source: RevenueBase Database · checked Sep 29, 2026
24Partial evidenceFort Collins, CO, United StatesHQ checked Sep 29, 20261-102 contacts →

Partial evidence

“Whether managing a business or planning your family's future, achieving your financial vision provides peace of mind.”

Source: RevenueBase Database · checked Sep 29, 2026
25Indirect evidenceFort Collins, CO, United StatesHQ checked Sep 29, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 29, 2026

Showing 25 of 49 personal financial accounting firms based in Fort Collins, United States

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Personal financial accounting firms based in Fort Collins, United States at a glance

As of Sep 29, 2026
54.0%Verified-email coverage
4.0Average contacts per company
1-10Median size (employees)
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
42
11-50
5
51-200
1

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 49 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among personal financial accounting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Fort Collins, United States whose own description of what they do matches “personal financial accounting firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names personal financial accounting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among personal financial accounting firms, and records with no verified work email. Companies headquartered outside Fort Collins are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 107 across the full list. 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 29, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Personal financial accounting firms by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names personal financial accounting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many personal financial accounting firms are there based in Fort Collins, United States?

RevenueBase identified 49 personal financial accounting firms headquartered in Fort Collins, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Rlr, LLP Certified Public Accountants & Advisors, headquartered in Fort Collins, tops this list with the largest team on record.

Which city in the United States has the most personal financial accounting firms?

New York leads the United States with 434 headquartered companies, followed by Houston (290) and Atlanta (244). Fort Collins has 49.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 107 verified decision-maker contacts tracked across these 49 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 29, 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 Smart Search, 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.