Company lists · Data refreshed September 2026

Top 25 401k plan advisors based in Denver, United States

Name: 401k plan advisors based in Denver, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 64 companies tracked

RevenueBase identified 64 company matches for 401k plan advisors associated with Denver, United States as of September 2026 and tracks 335 professional contacts across them, including 164 with verified work emails. Across the United States, New York is the largest hub for this category (126 companies); Denver has 64.

This list covers company matches for 401k plan advisors associated with Denver, 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 September 19, 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 Sep 19, 2026 How this list was built

64Companies

335Contacts tracked

164Verified emails

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The 25 largest 401k plan advisors based in Denver, United States

Ranked by team size

Top 25 of 64 company matches for 401k plan advisors based in Denver, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 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	E.A. Buck Financial Services	Exact match	Denver, CO, United StatesHQ recorded Sep 19, 2026	51-200	53 contacts →
	Exact match “At E.A.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2	Eplan Services, INC	Exact match	Denver, CO, United StatesHQ recorded Sep 19, 2026	51-200	38 contacts →
	Exact match “ePlan Services is a leading provider of record-keeping and administration services to the U.S.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
3	Global Wealth Strategies & Associates - Gws&a	Exact match	Denver, CO, United StatesHQ recorded Sep 19, 2026	1-10	18 contacts →
	Exact match “Our mission is to educate and inspire clients where a predictable lifetime of financial security is possible.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
4	Triumph Capital Management	Exact match	Denver, CO, United StatesHQ recorded Sep 19, 2026	11-50	17 contacts →
	Exact match “We are an independently registered investment advisory firm located in the heart of Denver, Colorado.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5	Clear Creek Advisors	Exact match	Denver, CO, United StatesHQ recorded Sep 19, 2026	1-10	12 contacts →
	Exact match “For over a decade, founders Erik Krom and Robert Klaess have helped hundreds of families, individuals and businesses in Denver preserve, protect and grow their wealth.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6	Axiom Wealth Alliance	Exact match	Denver, CO, United StatesHQ recorded Sep 19, 2026	1-10	11 contacts →
	Exact match “At Axiom Wealth Alliance, we believe you deserve to live the retirement of your dreams.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7	Denver Private Wealth Management	Exact match	Denver, CO, United StatesHQ recorded Sep 19, 2026	1-10	11 contacts →
	Exact match “Denver Private Wealth Management, is a client-focused, full-service wealth management advisory firm created to meet the unique needs of our clients.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8	Mountain Financial, LLC	Exact match	Denver, CO, United StatesHQ recorded Sep 19, 2026	11-50	11 contacts →
	Exact match “In the world of finance, what is it that financial institutions deliver?” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9	Colorado Wealth Group	Exact match	Denver, CO, United StatesHQ recorded Sep 19, 2026	1-10	8 contacts →
	Exact match “Colorado Wealth Group is the premier destination for comprehensive financial planning.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10	Paragon Capital Management	Exact match	Denver, CO, United StatesHQ recorded Sep 19, 2026	1-10	7 contacts →
	Exact match “Paragon Capital Management is a financial advisor and investment management serving high-net-worth families and retirees since 1990.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11	Investment Security Group	Exact match	Denver, United StatesHQ recorded Sep 19, 2026	1-10	7 contacts →
	Exact match “Investment Security Group (ISG) was founded in 1992 with the mission of becoming a “client first” boutique firm offering you a one-stop resource of personalized investing and…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
12	Achieve Retirement, An E.A. Buck Company	Exact match	Denver, CO, United StatesHQ recorded Sep 19, 2026	1-10	6 contacts →
	Exact match “At Achieve Retirement, we believe that everyone should have the opportunity to retire.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13	Renaissance Wealth Management	Exact match	Denver, CO, United StatesHQ recorded Sep 19, 2026	1-10	6 contacts →
	Exact match “Valuing sincere, trusted relationships, we partner with our clients for life.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
14	Capital Investment Counsel, LLC	Exact match	Denver, CO, United StatesHQ recorded Sep 19, 2026	1-10	5 contacts →
	Exact match “Capital Investment Counsel provides considerable experience to serve our clients.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
15	Garden Street Financial Group LLC	Exact match	Denver, CO, United StatesHQ recorded Sep 19, 2026	1-10	4 contacts →
	Exact match “At Garden Street Financial Group, our personalized plans are designed to help provide greater confidence through our full range of investment advisory and financial planning…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
16	Cornbelt Financial, LLC	Exact match	Denver, CO, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “Cornbelt Financial is your modern accounting and advisory firm focused on optimizing financials for small business owners and individuals by providing tax, investment, and…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
17	Gilpin Wealth Management LLC	Exact match	Denver, CO, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
18	Collier	Exact match	Denver, CO, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “WHO WILL YOU BE ONCE YOU NO LONGER ARE WHAT YOU DID FOR A LIVING?” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
19	Thoroughbred Financial INC	Exact match	Denver, CO, United StatesHQ recorded Sep 19, 2026	11-50	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
20	Joseph S. Sturniolo & Associates, INC	Exact match	Denver, CO, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match “We provide comprehensive financial planning and wealth management services for every stage of the journey but particularly accumulating for and managing resources in retirement.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
21	Levinate, LLC	Exact match	Denver, CO, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match “Levinate provides consulting services to individuals, institutions and investment funds and specialize in the following areas- Investment product structuring (hedge funds, mutual…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
22	Alfa Advisory	Exact match	Denver, CO, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match “Most financial advisors manage your portfolio.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
23	AM Retirement Services	Exact match	Denver, CO, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match “Our "Life First" service philosophy is represented by a client-centric, process-driven approach to mapping out your life vision and developing a plan to serve the values that are…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
24	The Cirque Financial Group	Exact match	Denver, CO, United StatesHQ recorded Sep 19, 2026	51-200	1 contacts →
	Exact match “We are pleased to announce the launch of The Cirque Financial Group, a new investment management and financial planning firm.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
25	Xcountry Financial	Exact match	Denver, CO, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match “XCountry Financial is a national advisory firm based in Denver, Colorado.” Recorded in the RevenueBase company graph · Sep 19, 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 “401k plan advisors”. 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 25 of 64 401k plan advisors based in Denver, United States

See the full list, filter by size, metro and specialty, and access 164 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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401k plan advisors based in Denver, United States at a glance

As of Sep 19, 2026

49.0%Verified-email coverage

5.2Average contacts per company

1-10Median size (employees)

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

1,001-5,000

Email recency for this list is measured across the whole United States list rather than for Denver, so it is reported there. Company counts and contact totals on this page are exact for Denver, over 64 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 Denver, United States whose business descriptions match “401k plan advisors” 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 164 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 September 19, 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.

401k plan advisors 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 “401k plan advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many 401k plan advisors are there based in Denver, United States?

RevenueBase identified 64 company matches for 401k plan advisors associated with Denver, United States as of September 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?

E.A. Buck Financial Services 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 401k plan advisors?

New York leads the United States with 126 company records, followed by Houston (120) and Atlanta (108). Denver has 64.

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 164 professional contacts with verified work emails tracked across these 64 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 September 19, 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.