Company lists · Data refreshed September 2026

Top 25 Association financial advisory firms based in Denver, United States

Name: Association financial advisory 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 19, 2026 113 companies tracked

RevenueBase identified 113 association financial advisory firms headquartered in Denver, United States as of September 2026 and tracks 858 professional contacts across them, including 289 with verified work emails. New York is the largest hub.

This list covers association financial advisory 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 19, 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 19, 2026 86% judged on-target in blind review

113Companies

858Contacts tracked

289Verified emails

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The 25 largest association financial advisory firms based in Denver, United States

Ranked by team size

Top 25 of 113 association financial advisory firms based in Denver, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to association financial advisory 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	Cetera Advisors LLC	Partial evidence	Denver, CO, United StatesHQ checked Sep 19, 2026	1,001-5,000	205 contacts →
	Partial evidence “Cetera Advisors LLC is an independent broker-dealer and registered investment adviser (RIA) firm offering efficient and convenient access to an extensive network of people…” Source: RevenueBase Database · checked Sep 19, 2026
2	Maia Wealth	Strong evidence	Denver, CO, United StatesHQ checked Sep 19, 2026	11-50	42 contacts →
	Strong evidence “Maia Wealth is an independent Registered Investment Advisor (RIA) dedicated to providing comprehensive financial planning and exemplary service to all of our clients.” Source: RevenueBase Database · checked Sep 19, 2026
3	Financial Designs LTD	Strong evidence	Denver, CO, United StatesHQ checked Sep 19, 2026	11-50	32 contacts →
	Strong evidence “Financial Designs Ltd.(FDL) was founded in 1970 and is one of the country's leading specialty insurance advisory firms.” Source: RevenueBase Database · checked Sep 19, 2026
4	Mountain Capital Investment Advisors, INC	Partial evidence	Denver, CO, United StatesHQ checked Sep 19, 2026	11-50	25 contacts →
	Partial evidence “Mountain Capital Investment Advisors, Inc is an SEC-registered investment advisory firm founded in 2011.” Source: RevenueBase Database · checked Sep 19, 2026
5	Investment Center Advisor Group	Indirect evidence	Denver, CO, United StatesHQ checked Sep 19, 2026	201-500	20 contacts →
	Indirect evidence “Dedicated to Your Success.” Source: RevenueBase Database · checked Sep 19, 2026
6	Global Wealth Strategies & Associates - Gws&a	Partial evidence	Denver, CO, United StatesHQ checked Sep 19, 2026	1-10	18 contacts →
	Partial evidence “Our mission is to educate and inspire clients where a predictable lifetime of financial security is possible.” Source: RevenueBase Database · checked Sep 19, 2026
7	Peak PRO Financial	Indirect evidence	Denver, CO, United StatesHQ checked Sep 19, 2026	11-50	17 contacts →
	Indirect evidence “From growing your business to finding better ways to solve client pain points, it's critical to have a true ally on your side-one that can help you navigate an industry full of…” Source: RevenueBase Database · checked Sep 19, 2026
8	Triumph Capital Management	Partial evidence	Denver, CO, United StatesHQ checked Sep 19, 2026	11-50	17 contacts →
	Partial evidence “We are an independently registered investment advisory firm located in the heart of Denver, Colorado.” Source: RevenueBase Database · checked Sep 19, 2026
9	Synergy Financial Partners	Partial evidence	Denver, CO, United StatesHQ checked Sep 19, 2026	1-10	16 contacts →
	Partial evidence “Comprehensive Financial Planning, Insurance, and Investment Services for Individuals, Families, and Small Businesses.” Source: RevenueBase Database · checked Sep 19, 2026
10	Gill Capital Partners	Indirect evidence	Denver, CO, United StatesHQ checked Sep 19, 2026	11-50	15 contacts →
	Indirect evidence “At Gill Capital Partners, we want you to understand the Capital Difference.” Source: RevenueBase Database · checked Sep 19, 2026
11	Lotusgroup Advisors	Partial evidence	Denver, CO, United StatesHQ checked Sep 19, 2026	11-50	14 contacts →
	Partial evidence “LotusGroup Advisors is a Denver based Registered Investment Advisory (RIA) in the heart of Wash Park.” Source: RevenueBase Database · checked Sep 19, 2026
12	SHJ Wealth Advisors	Strong evidence	Denver, CO, United StatesHQ checked Sep 19, 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 19, 2026
13	Clear Creek Advisors	Indirect evidence	Denver, CO, United StatesHQ checked Sep 19, 2026	1-10	12 contacts →
	Indirect 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 19, 2026
14	Axiom Wealth Alliance	Indirect evidence	Denver, CO, United StatesHQ checked Sep 19, 2026	1-10	11 contacts →
	Indirect evidence “At Axiom Wealth Alliance, we believe you deserve to live the retirement of your dreams.” Source: RevenueBase Database · checked Sep 19, 2026
15	True West	Indirect evidence	Denver, CO, United StatesHQ checked Sep 19, 2026	11-50	11 contacts →
	Indirect evidence “Focused on Supporting Registered Investment Advisers, True West is your solution to becoming an independent RIA.” Source: RevenueBase Database · checked Sep 19, 2026
16	Denver Private Wealth Management	Partial evidence	Denver, CO, United StatesHQ checked Sep 19, 2026	1-10	11 contacts →
	Partial 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 19, 2026
17	Mountain Financial, LLC	Partial evidence	Denver, CO, United StatesHQ checked Sep 19, 2026	11-50	11 contacts →
	Partial evidence “In the world of finance, what is it that financial institutions deliver?” Source: RevenueBase Database · checked Sep 19, 2026
18	Sindrich & Associates	Partial evidence	Denver, CO, United StatesHQ checked Sep 19, 2026	11-50	8 contacts →
	Partial 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 19, 2026
19	Colorado Wealth Group	Partial evidence	Denver, CO, United StatesHQ checked Sep 19, 2026	1-10	8 contacts →
	Partial evidence “Colorado Wealth Group is the premier destination for comprehensive financial planning.” Source: RevenueBase Database · checked Sep 19, 2026
20	Principal Financial Network Of Rocky Mountains And Arizona	Partial evidence	Denver, CO, United StatesHQ checked Sep 19, 2026	51-200	8 contacts →
	Partial evidence “The Principal® Financial Network of Rocky Mountains and Arizona is part of the nationwide affiliated group of financial professionals who work with the Principal Financial Group®.” Source: RevenueBase Database · checked Sep 19, 2026
21	Pilkington Financial Group	Partial evidence	Denver, CO, United StatesHQ checked Sep 19, 2026	1-10	8 contacts →
	Partial 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 19, 2026
22	Britehorn	Strong evidence	Denver, CO, United StatesHQ checked Sep 19, 2026	11-50	7 contacts →
	Strong evidence “Britehorn is a modern financial advisory firm built for today's dealmakers.” Source: RevenueBase Database · checked Sep 19, 2026
23	Investment Security Group	Indirect evidence	Denver, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
24	Invictus Private Wealth	Indirect evidence	Denver, CO, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Indirect evidence “Invictus Private Wealth is a true fiduciary, unrestricted and unconflicted from the conventions of a traditional wirehouse.” Source: RevenueBase Database · checked Sep 19, 2026
25	5280 Associates	Partial evidence	Denver, CO, United StatesHQ checked Sep 19, 2026	11-50	7 contacts →
	Partial evidence “5280 Associates is a comprehensive wealth management practice offering financial advice, products and services with complete fee transparency.” Source: RevenueBase Database · checked Sep 19, 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: association financial advisory 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 association financial advisory firms.
Partial evidence: Its own public description names part of association financial advisory firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name association financial advisory 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 113 association financial advisory firms based in Denver, United States

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Association financial advisory firms based in Denver, United States at a glance

As of Sep 19, 2026

33.7%Verified-email coverage

7.6Average contacts per company

1-10Median size (employees)

271.7%Largest-city concentration · New York

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 113 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 association financial advisory 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 “association financial advisory 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 association financial advisory 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 association financial advisory 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, 289 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 19, 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.

Association financial advisory 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 association financial advisory 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 association financial advisory firms are there based in Denver, United States?

RevenueBase identified 113 association financial advisory 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?

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

Which city has the most association financial advisory firms?

New York leads with 307 headquartered companies, followed by Atlanta (196) and Houston (169).

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 289 verified decision-maker contacts tracked across these 113 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 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 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.