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Need a map? An interactive map of this list is available. View map Prefer Excel? A complete spreadsheet of this list is available. Download Excel file Largest Wealth Management Firms with Locations in N. Colo. Ranked by Number of Local Employees Rank PREV RANK COMPANY ADDRESS PHONE/FAX ASSETS UNDER MANAGEMENT INTERNATIONALLY::Assets Under Mgt Nationally NO. EMPLOYEES LOCALLY NO. OFFICES REGIONALLY NO. BROKERS IN OFFICE NO. CERTIFIED FINANCIAL PLANNERS NO. MONEY MANAGERS HEADQUARTERS E-MAIL WEB SITE PERSON IN CHARGE TITLE YEAR FOUNDED 1 RBC Wealth Management 155 E. Boardwalk Drive, Suite 310 Fort Collins, CO 80525 970-206-1174/970-206-1464 $536,000,000,000 14 1 9 9 2 Minneapolis michael.trinen@rbc.com www.rbc.com Gordon Nixon Michael Trinen CEO Branch director 1909 2 3 Dunn Hogerty, A Division of United Capital 412 W. Mountain Ave. Fort Collins, CO 80521 970-484-8806/970-484-0997 $2,237,000,000 7 1 3 3 0 Newport Beach, Calif. dunnhogerty@unitedcp.com www.dunnhogerty.com Thad R. Dunn Dennis M. Hogerty Jerald L. Dunn CFP, Managing director Managing director CFP, Managing director 1982 3 8 Chapel & Collins LLC 375 E. Horsetooth Road, Building 4, Suite 100 Fort Collins, CO 80525 970-204-1376/970-207-9701 $178,000,000 5 1 2 3 0 Fort Collins donna.chapel@raymondjames.com www.chapelcollins.com Donna Rendon Chapel owner 1998 Region surveyed includes Larimer and Weld counties. N/A-Not Available NR-Not Ranked Based upon responses to Business Report survey researched by Mariah Gant To be considered for future lists, e-mail research@ncbr.com