Company lists · Data refreshed September 2026

Top 24 Fiduciary services companies based in Denver, United States

Name: Fiduciary services companies based in Denver, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 45 companies tracked

RevenueBase identified 45 company matches for fiduciary services companies associated with Denver, United States as of September 2026 and tracks 1,712 professional contacts across them, including 1,197 with verified work emails. Across the United States, New York is the largest hub for this category (123 companies); Denver has 45.

This list covers company matches for fiduciary services companies 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 20, 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 20, 2026 How this list was built

45Companies

1,712Contacts tracked

1,197Verified emails

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

Ranked by team size

Top 24 of 45 company matches for fiduciary services companies based in Denver, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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	Mercer Advisors	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	501-1,000	1,434 contacts →
	Exact match “Are you looking to amplify and simplify your financial life?” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Pine Advisor Solutions	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	51-200	65 contacts →
	Exact match “PINE Advisor Solutions enable asset managers to focus on growth by simplifying complex compliance, finance, distribution, and operations.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	GHP Investment Advisors, INC	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	11-50	35 contacts →
	Exact match “GHP Investment Advisors provides wealth management services to individuals and families.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Mountain Capital Investment Advisors, INC	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	11-50	25 contacts →
	Exact match “Mountain Capital Investment Advisors, Inc is an SEC-registered investment advisory firm founded in 2011.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	IPS Strategic Capital	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	24 contacts →
	Exact match “Dominick Paoloni, Founder and Chief Investment Officer (CIO) of IPS Strategic Capital, has dedicated over 30 years to the investment community.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Bespoke Group	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	11-50	18 contacts →
	Exact match “Bespoke Group provides comprehensive solutions to the highly affluent regarding family services and asset management.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Brown And Company, INC	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	13 contacts →
	Exact match “At Brown and Company, we believe true wealth management goes far beyond investments.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Invictus Private Wealth	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “Invictus Private Wealth is a true fiduciary, unrestricted and unconflicted from the conventions of a traditional wirehouse.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Lotus Fiduciary Services, INC	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	11-50	6 contacts →
	Exact match “Lotus Fiduciary Services is a professional fiduciary who takes over the finances for trusts, estates and individuals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Achieve Retirement, An E.A. Buck Company	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
11	Hawkins Gordon	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Compassion.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Causey Wealth	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Causey Wealth LLC (“Causey Wealth”) is a fee-only SEC-registered investment adviser.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Garden Street Financial Group LLC	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
14	Integrity Wealth Solutions	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Integrity Wealth Solutions’ vision is to provide clients with comprehensive wealth management in a fair and equitable manner.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	5280 Associates Wealth Management	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “5280 Associates Wealth Management is a company based out of DENVER, CO, United States.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Janiczek Wealth Management	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	LAW Office Of Claire E. Dineen	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Our office provides professional legal services including Estate Planning (Wills, Trusts, Financial Durable Powers of Attorney, Medical Durable Powers of Attorney, Advanced…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	ONE Vision Financial	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Securities offered through Registered Representatives of Cambridge Investment Research, Inc, a broker-dealer, member FINRA/SIPC.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Simply Steward, LLC	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Bryant Ritsick Symons & Ratner LLC	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “At Bryant Ritsick Symons & Ratner, we practice law the old-fashioned way.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Xcountry Financial	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
22	Cherry Creek Fiduciary Services, LLC	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Cherry Creek Fiduciary Services, LLC (CCFS) offers professional fiduciary services to clients in Colorado and California.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Patrick Lynch Financial	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Patrick has more than 25 years’ experience in the financial services industry and has helped thousands of people work towards achieving their financial goals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	AJM Financial LLC	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 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 “fiduciary services companies”. 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 24 of 45 fiduciary services companies based in Denver, United States

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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)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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

Fiduciary services companies 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 “fiduciary services companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 45 company matches for fiduciary services companies 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?

Mercer Advisors 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 fiduciary services companies?

New York leads the United States with 123 company records, followed by Houston (95) and San Diego (83). Denver has 45.

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 1,197 professional contacts with verified work emails tracked across these 45 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 20, 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.