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Fidelon
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Market Standing · 2026
The most transparent firms in Fort Collins-Loveland.
66 scored firmsTop 5 recognizedfidelon.com/markets/fort-collins-loveland-co
1IA-only—91Arank within Top 5; below the 80 standard
2IA-only$319M90.5ARecognized · Top 5
3IA-only$82.6M90.3ARecognized · Top 5
4IA-only—90.2Arank within Top 5; below the 80 standard
5IA-only—90Arank within Top 5; below the 80 standard
6
The Planners
CRD 326556
IA-only$34.4M89.8A—
7IA-only$16M89.7A—
8IA-only$107M89.5A—
9
Fpfo
CRD 283890
IA-only$152M89.5A—
10IA-only$489M89.5A—
11IA-only$8.3M89.5A—
12IA-only$15.7M89.4A—
13IA-only$66.4M89.1A—
14IA-only$90.2M89A—
15IA-only$119M88.8A—
16IA-only$64.6M88.6A—
17IA-only$5.9M88.5A—
19IA-only$92.4M88B+—
20IA-only$19.6M87.9B+—
21IA-only—87.9B+—
22IA-only$43.3M87.8B+—
23IA-only$2.4K87.8B+—
24IA-only$7.3M87.8B+—
25
Aspired Wealth
CRD 330891
IA-only$5M87.8B+—
Recognized firms carry the Fidelon market badge and are eligible for the annual plaque. Rankings move with the monthly rescore cycle — a badge that stops being true retires itself.

Rankings are computed by Fidelon — an independent transparency platform — from public regulatory filings, refreshed monthly. No firm pays for placement, and no firm can edit its score. Recognition requires a composite of 80 or higher regardless of rank.