Home
Financial Advisor
Colorado
Fort Collins
THEORY FINANCIAL

THEORY FINANCIAL

Tel: 970-305-4649 2580 Harmony Road, Suite 201 Fort Collins, Colorado 80528

About THEORY FINANCIAL

THEORY FINANCIAL is a Fort Collins, Colorado based financial advisory firm with nearly $282,840,843 in assets under management and provides investment advisory services for 625 clients. There are currently 3 financial advisors at the firm.

General Information
Firm CRD#:

304084

Firm SEC#:

801-122366

Assets Under Management:

$282,840,843

No. of Clients:

625

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Colorado?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Colorado, Fort Collins

FirmCRD#:325809
SEC#:801-127661
No. of Advisors:6
No. of Clients:1845
AUM:$426,440,141
FirmCRD#:284741
SEC#:801-114051
No. of Advisors:7
No. of Clients:369
AUM:$249,927,549
FirmCRD#:133147
SEC#:801-121683
No. of Advisors:8
No. of Clients:669
AUM:$169,607,569
FirmCRD#:277100
SEC#:801-128506
No. of Advisors:1
No. of Clients:359
AUM:$162,133,709
FirmCRD#:169889
SEC#:801-128717
No. of Advisors:5
No. of Clients:443
AUM:$116,438,984
FirmCRD#:283890
SEC#:801-130854
No. of Advisors:4
No. of Clients:436
AUM:$109,992,216
FirmCRD#:308299
SEC#:801-120506
No. of Advisors:4
No. of Clients:702
AUM:$106,037,025
FirmCRD#:334117
SEC#:801-132021
No. of Advisors:4
No. of Clients:Not Disclosed
AUM:$0

WiserAdvisor
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.
Home
FAQs
Advisor Program
Affiliate Program
Privacy Policy
Terms & Conditions
Disclosure
© Copyright 2026 WiserAdvisor.com. All Rights Reserved.