Company lists · Data refreshed September 2026

Top 25 Asset and wealth management consulting firms based in Denver, United States

Name: Asset and wealth management consulting firms based in Denver, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 21, 2026 143 companies tracked

RevenueBase identified 143 asset and wealth management consulting firms headquartered in Denver, United States as of September 2026 and tracks 2,733 professional contacts across them, including 1,697 with verified work emails. New York is the largest hub.

This list covers asset and wealth management consulting firms headquartered in Denver, 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 21, 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 21, 2026 86% judged on-target in blind review

143Companies

2,733Contacts tracked

1,697Verified emails

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The 25 largest asset and wealth management consulting firms based in Denver, United States

Ranked by team size

Top 25 of 143 asset and wealth management consulting firms based in Denver, United States, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to asset and wealth management consulting 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Mercer Advisors	Indirect evidence	Denver, CO, United StatesHQ checked Sep 21, 2026	501-1,000	1,434 contacts →
	Indirect evidence “Are you looking to amplify and simplify your financial life?” Source: RevenueBase Database · checked Sep 21, 2026
2	First Western Trust	Partial evidence	Denver, CO, United StatesHQ checked Sep 21, 2026	201-500	420 contacts →
	Partial evidence “We are the trusted expert that wealth creators in the West turn to at every stage of their financial journey – bringing private banking sophistication, deep community roots, and…” Source: RevenueBase Database · checked Sep 21, 2026
3	Monticello Associates	Partial evidence	Denver, CO, United StatesHQ checked Sep 21, 2026	51-200	57 contacts →
	Partial evidence “Monticello Associates is an investment consulting firm that provides non-discretionary investment advisory services to foundations, endowments, and family offices.” Source: RevenueBase Database · checked Sep 21, 2026
4	Hein & Associates	Indirect evidence	Denver, CO, United StatesHQ checked Sep 21, 2026	1,001-5,000	56 contacts →
	Indirect evidence “For more information, visit bakertilly.com.” Source: RevenueBase Database · checked Sep 21, 2026
5	GHP Investment Advisors, INC	Strong evidence	Denver, CO, United StatesHQ checked Sep 21, 2026	11-50	35 contacts →
	Strong evidence “GHP Investment Advisors provides wealth management services to individuals and families.” Source: RevenueBase Database · checked Sep 21, 2026
6	IPS Strategic Capital	Indirect evidence	Denver, CO, United StatesHQ checked Sep 21, 2026	1-10	24 contacts →
	Indirect evidence “Dominick Paoloni, Founder and Chief Investment Officer (CIO) of IPS Strategic Capital, has dedicated over 30 years to the investment community.” Source: RevenueBase Database · checked Sep 21, 2026
7	IMA Investment Management Associates	Partial evidence	Denver, CO, United StatesHQ checked Sep 21, 2026	1-10	23 contacts →
	Partial evidence “IMA provides personal investment management services to individual and institutional clients through separately managed accounts.” Source: RevenueBase Database · checked Sep 21, 2026
8	Global Wealth Strategies & Associates - Gws&a	Indirect evidence	Denver, CO, United StatesHQ checked Sep 21, 2026	1-10	18 contacts →
	Indirect evidence “Our mission is to educate and inspire clients where a predictable lifetime of financial security is possible.” Source: RevenueBase Database · checked Sep 21, 2026
9	Bespoke Group	Strong evidence	Denver, CO, United StatesHQ checked Sep 21, 2026	11-50	18 contacts →
	Strong evidence “Bespoke Group provides comprehensive solutions to the highly affluent regarding family services and asset management.” Source: RevenueBase Database · checked Sep 21, 2026
10	Destiny Capital	Indirect evidence	Denver, CO, United StatesHQ checked Sep 21, 2026	11-50	17 contacts →
	Indirect evidence “At Destiny Capital, we empower entrepreneurs and retirees to take control of their financial journey while forging ahead with greater clarity, confidence, and purpose.” Source: RevenueBase Database · checked Sep 21, 2026
11	Triumph Capital Management	Indirect evidence	Denver, CO, United StatesHQ checked Sep 21, 2026	11-50	17 contacts →
	Indirect evidence “We are an independently registered investment advisory firm located in the heart of Denver, Colorado.” Source: RevenueBase Database · checked Sep 21, 2026
12	Edgerock Wealth Management	Strong evidence	Denver, CO, United StatesHQ checked Sep 21, 2026	11-50	15 contacts →
	Strong evidence “EdgeRock is an independent wealth management firm headquartered in Denver, CO.” Source: RevenueBase Database · checked Sep 21, 2026
13	Gill Capital Partners	Indirect evidence	Denver, CO, United StatesHQ checked Sep 21, 2026	11-50	15 contacts →
	Indirect evidence “At Gill Capital Partners, we want you to understand the Capital Difference.” Source: RevenueBase Database · checked Sep 21, 2026
14	Cherry Creek Family Offices	Indirect evidence	Denver, CO, United StatesHQ checked Sep 21, 2026	11-50	14 contacts →
	Indirect evidence “Cherry Creek Family Offices (CCFO) is an employee-owned independent investment advisor and full service family office to ultra-high net worth families.” Source: RevenueBase Database · checked Sep 21, 2026
15	Private Capital Management, LLC	Strong evidence	Denver, CO, United StatesHQ checked Sep 21, 2026	11-50	13 contacts →
	Strong evidence “At Private Capital Management our goal is to provide you the peace of mind that comes from knowing your wealth management strategy has been properly developed and your financial…” Source: RevenueBase Database · checked Sep 21, 2026
16	SHJ Wealth Advisors	Strong evidence	Denver, CO, United StatesHQ checked Sep 21, 2026	11-50	13 contacts →
	Strong evidence “SHJ Wealth Advisors is one of Denver's oldest Financial Planning and Investment Management firms.” Source: RevenueBase Database · checked Sep 21, 2026
17	Brown And Company, INC	Strong evidence	Denver, CO, United StatesHQ checked Sep 21, 2026	1-10	13 contacts →
	Strong evidence “At Brown and Company, we believe true wealth management goes far beyond investments.” Source: RevenueBase Database · checked Sep 21, 2026
18	Clear Creek Advisors	Partial evidence	Denver, CO, United StatesHQ checked Sep 21, 2026	1-10	12 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 21, 2026
19	Meketa Capital	Strong evidence	Denver, CO, United StatesHQ checked Sep 21, 2026	201-500	12 contacts →
	Strong evidence “Meketa Capital is an asset management firm focused on expanding access to private market investments without the complexity of subscription documents, high investment minimums…” Source: RevenueBase Database · checked Sep 21, 2026
20	Axiom Wealth Alliance	Partial evidence	Denver, CO, United StatesHQ checked Sep 21, 2026	1-10	11 contacts →
	Partial evidence “At Axiom Wealth Alliance, we believe you deserve to live the retirement of your dreams.” Source: RevenueBase Database · checked Sep 21, 2026
21	Denver Private Wealth Management	Strong evidence	Denver, CO, United StatesHQ checked Sep 21, 2026	1-10	11 contacts →
	Strong evidence “Denver Private Wealth Management, is a client-focused, full-service wealth management advisory firm created to meet the unique needs of our clients.” Source: RevenueBase Database · checked Sep 21, 2026
22	ELK River Wealth Management	Strong evidence	Denver, CO, United StatesHQ checked Sep 21, 2026	1-10	8 contacts →
	Strong evidence “Elk River Wealth Management has joined AlphaCore Wealth Advisory combining organic growth with disciplined inorganic expansion to drive scale and regional depth in key markets” Source: RevenueBase Database · checked Sep 21, 2026
23	Sindrich & Associates	Indirect evidence	Denver, CO, United StatesHQ checked Sep 21, 2026	11-50	8 contacts →
	Indirect evidence “The financial advice world is filled with enough complexity, jargon and opinions it can be difficult to navigate on your own.” Source: RevenueBase Database · checked Sep 21, 2026
24	J. F. Williams Co., INC	Indirect evidence	Denver, CO, United StatesHQ checked Sep 21, 2026	1-10	8 contacts →
	Indirect evidence “Since 1995, J.” Source: RevenueBase Database · checked Sep 21, 2026
25	Pilkington Financial Group	Indirect evidence	Denver, CO, United StatesHQ checked Sep 21, 2026	1-10	8 contacts →
	Indirect evidence “Pilkington Financial Group is a family-owned, independent financial planning firm in Sterling, Colorado, started in 1974 by Curt and Cindy Pilkington.” Source: RevenueBase Database · checked Sep 21, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: asset and wealth management consulting firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names asset and wealth management consulting firms.
Partial evidence: Its own public description names part of asset and wealth management consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name asset and wealth management consulting firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 143 asset and wealth management consulting firms based in Denver, United States

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Asset and wealth management consulting firms based in Denver, United States at a glance

As of Sep 21, 2026

62.1%Verified-email coverage

19.1Average contacts per company

1-10Median size (employees)

500.7%Largest-city concentration · New York

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

109

11-50

51-200

201-500

501-1,000

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 143 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 asset and wealth management consulting 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 Denver, United States whose own description of what they do matches “asset and wealth management consulting 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 asset and wealth management consulting 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 asset and wealth management consulting firms, and records with no verified work email. Companies headquartered outside Denver 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, 1,697 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 21, 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.

Asset and wealth management consulting 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 asset and wealth management consulting 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 asset and wealth management consulting firms are there based in Denver, United States?

RevenueBase identified 143 asset and wealth management consulting firms headquartered in Denver, 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?

Mercer Advisors, headquartered in Denver, tops this list with the largest team on record.

Which city has the most asset and wealth management consulting firms?

New York leads with 716 headquartered companies, followed by Atlanta (249) and Chicago (243).

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 1,697 verified decision-maker contacts tracked across these 143 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 21, 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.