Company lists · Data refreshed September 2026

Top 24 Fiduciary services companies based in Denver, United States

RevenueBase identified 45 fiduciary services companies headquartered in Denver, United States as of September 2026 and tracks 1,712 professional contacts across them, including 1,197 with verified work emails. New York is the largest hub.

This list covers fiduciary services companies 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 20, 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 20, 2026 86% judged on-target in blind review
45Companies
1,712Contacts tracked
1,197Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 24 largest fiduciary services companies based in Denver, United States

Ranked by team size
Top 24 of 45 fiduciary services companies based in Denver, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to fiduciary services companies: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceDenver, CO, United StatesHQ checked Sep 20, 2026501-1,0001,434 contacts →

Indirect evidence

“Are you looking to amplify and simplify your financial life?”

Source: RevenueBase Database · checked Sep 20, 2026
2Indirect evidenceDenver, CO, United StatesHQ checked Sep 20, 202651-20065 contacts →

Indirect evidence

“PINE Advisor Solutions enable asset managers to focus on growth by simplifying complex compliance, finance, distribution, and operations.”

Source: RevenueBase Database · checked Sep 20, 2026
3Indirect evidenceDenver, CO, United StatesHQ checked Sep 20, 202611-5035 contacts →

Indirect evidence

“GHP Investment Advisors provides wealth management services to individuals and families.”

Source: RevenueBase Database · checked Sep 20, 2026
4Indirect evidenceDenver, CO, United StatesHQ checked Sep 20, 202611-5025 contacts →

Indirect evidence

“Mountain Capital Investment Advisors, Inc is an SEC-registered investment advisory firm founded in 2011.”

Source: RevenueBase Database · checked Sep 20, 2026
5Indirect evidenceDenver, CO, United StatesHQ checked Sep 20, 20261-1024 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 20, 2026
6Indirect evidenceDenver, CO, United StatesHQ checked Sep 20, 202611-5018 contacts →

Indirect evidence

“Bespoke Group provides comprehensive solutions to the highly affluent regarding family services and asset management.”

Source: RevenueBase Database · checked Sep 20, 2026
7Indirect evidenceDenver, CO, United StatesHQ checked Sep 20, 20261-1013 contacts →

Indirect evidence

“At Brown and Company, we believe true wealth management goes far beyond investments.”

Source: RevenueBase Database · checked Sep 20, 2026
8Strong evidenceDenver, CO, United StatesHQ checked Sep 20, 20261-107 contacts →

Strong evidence

“Invictus Private Wealth is a true fiduciary, unrestricted and unconflicted from the conventions of a traditional wirehouse.”

Source: RevenueBase Database · checked Sep 20, 2026
9Strong evidenceDenver, CO, United StatesHQ checked Sep 20, 202611-506 contacts →

Strong evidence

“Lotus Fiduciary Services is a professional fiduciary who takes over the finances for trusts, estates and individuals.”

Source: RevenueBase Database · checked Sep 20, 2026
10Indirect evidenceDenver, CO, United StatesHQ checked Sep 20, 20261-106 contacts →

Indirect evidence

“At Achieve Retirement, we believe that everyone should have the opportunity to retire.”

Source: RevenueBase Database · checked Sep 20, 2026
11Indirect evidenceDenver, CO, United StatesHQ checked Sep 20, 20261-104 contacts →

Indirect evidence

“Compassion.”

Source: RevenueBase Database · checked Sep 20, 2026
12Indirect evidenceDenver, CO, United StatesHQ checked Sep 20, 20261-104 contacts →

Indirect evidence

“Causey Wealth LLC (“Causey Wealth”) is a fee-only SEC-registered investment adviser.”

Source: RevenueBase Database · checked Sep 20, 2026
13Indirect evidenceDenver, CO, United StatesHQ checked Sep 20, 20261-104 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 20, 2026
14Indirect evidenceDenver, CO, United StatesHQ checked Sep 20, 20261-103 contacts →

Indirect evidence

“Integrity Wealth Solutions’ vision is to provide clients with comprehensive wealth management in a fair and equitable manner.”

Source: RevenueBase Database · checked Sep 20, 2026
15Indirect evidenceDenver, CO, United StatesHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“5280 Associates Wealth Management is a company based out of DENVER, CO, United States.”

Source: RevenueBase Database · checked Sep 20, 2026
16Strong evidenceDenver, CO, United StatesHQ checked Sep 20, 20261-102 contacts →

Strong evidence

“Janiczek Wealth Management is a 36-time award winning fiduciary financial advisory firm that has served high-net-worth ($1 to $20 million) and Ultra-high-net-worth ($20 to $200…”

Source: RevenueBase Database · checked Sep 20, 2026
17Indirect evidenceDenver, CO, United StatesHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“Our office provides professional legal services including Estate Planning (Wills, Trusts, Financial Durable Powers of Attorney, Medical Durable Powers of Attorney, Advanced…”

Source: RevenueBase Database · checked Sep 20, 2026
18Indirect evidenceDenver, CO, United StatesHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“Securities offered through Registered Representatives of Cambridge Investment Research, Inc, a broker-dealer, member FINRA/SIPC.”

Source: RevenueBase Database · checked Sep 20, 2026
19Indirect evidenceDenver, CO, United StatesHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“At Simply Steward, we understand that managing the complexities of today's financial world is a burden that many professionals and small business owners do not have the time or…”

Source: RevenueBase Database · checked Sep 20, 2026
20Indirect evidenceDenver, CO, United StatesHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“At Bryant Ritsick Symons & Ratner, we practice law the old-fashioned way.”

Source: RevenueBase Database · checked Sep 20, 2026
21Indirect evidenceDenver, CO, United StatesHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

“XCountry Financial is a national advisory firm based in Denver, Colorado.”

Source: RevenueBase Database · checked Sep 20, 2026
22Strong evidenceDenver, CO, United StatesHQ checked Sep 20, 20261-101 contacts →

Strong evidence

“Cherry Creek Fiduciary Services, LLC (CCFS) offers professional fiduciary services to clients in Colorado and California.”

Source: RevenueBase Database · checked Sep 20, 2026
23Indirect evidenceDenver, CO, United StatesHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

“Patrick has more than 25 years’ experience in the financial services industry and has helped thousands of people work towards achieving their financial goals.”

Source: RevenueBase Database · checked Sep 20, 2026
24Indirect evidenceDenver, CO, United StatesHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

“AJM Financial, LLC is a full-service financial planning advisory that prides itself on creating personalized, results-driven financial strategies for a growing number of clients.”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 24 of 45 fiduciary services companies based in Denver, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 1,197 reachable decision-makers.

Free signup · no credit card

View the full list →

Fiduciary services companies based in Denver, United States at a glance

As of Sep 20, 2026
69.9%Verified-email coverage
38.0Average contacts per company
1-10Median size (employees)
273.3%Largest-city concentration · New York
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
35
11-50
7
51-200
1
501-1,000
1
1,001-5,000
1

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 45 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 fiduciary services companies, 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 “fiduciary services companies”. 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 fiduciary services companies), 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 fiduciary services companies, 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, 1,197 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 20, 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.

Fiduciary services companies 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 fiduciary services companies, 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 fiduciary services companies are there based in Denver, United States?

RevenueBase identified 45 fiduciary services companies 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 fiduciary services companies?

New York leads with 123 headquartered companies, followed by Houston (95) and San Diego (83).

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 1,197 verified decision-maker contacts tracked across these 45 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 20, 2026.

Ready to reach these companies? Verified emails and direct dials for all 45 fiduciary services companies based in Denver, United States. Start with a free account, no credit card.

Download this list →

Related lists

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.