Company lists · Data refreshed September 2026

Top 25 Financial advisory platforms based in Greenwood Village, United States

Name: Financial advisory platforms based in Greenwood Village, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 45 companies tracked

RevenueBase identified 45 financial advisory platforms headquartered in Greenwood Village, United States as of September 2026 and tracks 348 professional contacts across them, including 127 with verified work emails. Across the United States, New York is the largest hub for this category (482 companies); Greenwood Village has 45.

This list covers financial advisory platforms headquartered in Greenwood Village, 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 28, 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 28, 2026 86% judged on-target in blind review

45Companies

348Contacts tracked

127Verified emails

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The 25 largest financial advisory platforms based in Greenwood Village, United States

Ranked by team size

Top 25 of 45 financial advisory platforms based in Greenwood Village, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to financial advisory platforms: 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	Wealth Strategies	Partial evidence	Greenwood Village, CO, United StatesHQ checked Sep 28, 2026	51-200	96 contacts →
	Partial evidence “At Wealth Strategies, financial success is about more than growing assets.” Source: RevenueBase Database · checked Sep 28, 2026
2	Heirloom Wealth Management	Indirect evidence	Greenwood Village, CO, United StatesHQ checked Sep 28, 2026	11-50	24 contacts →
	Indirect evidence “At Heirloom Wealth Management we focus on understanding and anticipating the unique needs and goals of individuals, families, and foundations.” Source: RevenueBase Database · checked Sep 28, 2026
3	Presidential Wealth Management	Indirect evidence	Greenwood Village, CO, United StatesHQ checked Sep 28, 2026	11-50	22 contacts →
	Indirect evidence “ARE YOU LOOKING FOR AN HONEST FIRM THAT SUPPORTS YOUR PRACTICE?” Source: RevenueBase Database · checked Sep 28, 2026
4	Legacy Private Wealth Partners	Indirect evidence	Greenwood Village, CO, United StatesHQ checked Sep 28, 2026	11-50	17 contacts →
	Indirect evidence “Legacy Private Wealth Partners is an independent wealth management firm committed to helping our clients preserve and grow their hard-earned wealth while safeguarding their legacy.” Source: RevenueBase Database · checked Sep 28, 2026
5	Alpha Capital Family Office	Strong evidence	Greenwood Village, CO, United StatesHQ checked Sep 28, 2026	11-50	13 contacts →
	Strong evidence “Alpha Capital Family Office is an independent financial advisory firm with a singular mission: to assist clients in managing their family, business, and wealth.” Source: RevenueBase Database · checked Sep 28, 2026
6	Transform Wealth	Partial evidence	Greenwood Village, CO, United StatesHQ checked Sep 28, 2026	11-50	13 contacts →
	Partial evidence “We provide comprehensive financial planning and investment advice.” Source: RevenueBase Database · checked Sep 28, 2026
7	Equity Advisor Solutions, LLC	Partial evidence	Greenwood Village, CO, United StatesHQ checked Sep 28, 2026	11-50	11 contacts →
	Partial evidence “Headquartered in Denver, Colorado, Equity Advisor Solutions provides Technology, Custody and Back Office solutions for RIAs, Turnkey Asset Management Programs (TAMPS), Hybrid…” Source: RevenueBase Database · checked Sep 28, 2026
8	Dodds Wealth	Strong evidence	Greenwood Village, CO, United StatesHQ checked Sep 28, 2026	1-10	10 contacts →
	Strong evidence “Dodds Wealth is a privately owned financial advisory firm dedicated to delivering exceptional personalized service to a select group of clients.” Source: RevenueBase Database · checked Sep 28, 2026
9	Stordahl Capital Management, INC	Strong evidence	Greenwood Village, CO, United StatesHQ checked Sep 28, 2026	1-10	8 contacts →
	Strong evidence “Stordahl Capital Management is an independent, fee-only advisory firm providing personalized financial planning in the Denver area and nationwide.” Source: RevenueBase Database · checked Sep 28, 2026
10	Tandem Financial, LLC	Strong evidence	Greenwood Village, CO, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Strong evidence “Tandem Financial is a full-service financial advisory firm specializing in all aspects of personal finance including, but not limited to, financial planning, wealth management…” Source: RevenueBase Database · checked Sep 28, 2026
11	Envision Financial Partners	Partial evidence	Greenwood Village, CO, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Partial evidence “We help clients achieve their most important financial goals through a unique planning approach we call Cultivate Curiosity.” Source: RevenueBase Database · checked Sep 28, 2026
12	Alpha Capital Management Group, LLC	Partial evidence	Greenwood Village, CO, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Partial evidence “Alpha Capital Management Group is a multi-generational partnership of integrated financial professionals.” Source: RevenueBase Database · checked Sep 28, 2026
13	Wealthwave	Partial evidence	Greenwood Village, CO, United StatesHQ checked Sep 28, 2026	51-200	5 contacts →
	Partial evidence “WealthWave's mission is to help people gain the financial confidence and knowledge they need from knowing HowMoneyWorks.” Source: RevenueBase Database · checked Sep 28, 2026
14	JPL Wealth Management	Partial evidence	Greenwood Village, CO, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Partial evidence “We exist to serve a select group of individuals and families, guiding them through holistic financial planning and portfolio design and ongoing management.” Source: RevenueBase Database · checked Sep 28, 2026
15	CFG Financial Planning	Partial evidence	Greenwood Village, CO, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Partial evidence “Financial planning can be overwhelming, understanding how much you are paying and what you are paying for shouldn't be.” Source: RevenueBase Database · checked Sep 28, 2026
16	Strategic Wealth Partners Of Colorado	Indirect evidence	Greenwood Village, CO, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect evidence “It's time to think differently about your business and your money.” Source: RevenueBase Database · checked Sep 28, 2026
17	Summit Hill Wealth Management	Partial evidence	Greenwood Village, CO, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial evidence “Summit Hill Wealth Management helps business leaders deal with the complexity in their financial lives.” Source: RevenueBase Database · checked Sep 28, 2026
18	PI Wealth Management	Indirect evidence	Greenwood Village, CO, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Indirect evidence “Here at pi Wealth Management we strive to help you define what "Wealth Before Money" means to you.” Source: RevenueBase Database · checked Sep 28, 2026
19	Wisdom Wealth Strategies	Indirect evidence	Greenwood Village, CO, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “When it comes to your finances, you have a lot going on.” Source: RevenueBase Database · checked Sep 28, 2026
20	Margin, LLC	Partial evidence	Greenwood Village, CO, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “MARGIN is a complexity-based fixed-fee only financial planning firm.” Source: RevenueBase Database · checked Sep 28, 2026
21	Lucet Advisors	Strong evidence	Greenwood Village, CO, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Strong evidence “A financial advisory team focused on retirement planning and business exit planning.” Source: RevenueBase Database · checked Sep 28, 2026
22	Luna Wealth Management	Partial evidence	Greenwood Village, CO, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “The financial world can be a confusing, stressful place, but at Luna Wealth Management, Russ believes that true peace of mind comes from having trust in your plan.” Source: RevenueBase Database · checked Sep 28, 2026
23	Acute Wealthcare	Partial evidence	Greenwood Village, CO, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “At Acute WealthCare, we serve as comprehensive financial partners to healthcare workers and women in the Denver area.” Source: RevenueBase Database · checked Sep 28, 2026
24	Front Range Wealth Management	Partial evidence	Greenwood Village, CO, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Partial evidence “Our purpose at Front Range Wealth Management is to deliver professional financial guidance and personalized service with the goal to help you build and preserve your wealth…” Source: RevenueBase Database · checked Sep 28, 2026
25	The Baron Group LLC	Indirect evidence	Greenwood Village, CO, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 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: financial advisory platforms. 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 financial advisory platforms.
Partial evidence: Its own public description names part of financial advisory platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial advisory platforms. 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 45 financial advisory platforms based in Greenwood Village, United States

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Financial advisory platforms based in Greenwood Village, United States at a glance

As of Sep 28, 2026

36.5%Verified-email coverage

7.7Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Greenwood Village, so it is reported there. Company counts and contact totals on this page are exact for Greenwood Village, 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 financial advisory platforms, 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 Greenwood Village, United States whose own description of what they do matches “financial advisory platforms”. 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 financial advisory platforms), 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 financial advisory platforms, and records with no verified work email. Companies headquartered outside Greenwood Village 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, 127 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 28, 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.

Financial advisory platforms 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 financial advisory platforms, 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 financial advisory platforms are there based in Greenwood Village, United States?

RevenueBase identified 45 financial advisory platforms headquartered in Greenwood Village, 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?

Wealth Strategies, headquartered in Greenwood Village, tops this list with the largest team on record.

Which city in the United States has the most financial advisory platforms?

New York leads the United States with 482 headquartered companies, followed by Atlanta (160) and San Francisco (159). Greenwood Village has 45.

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 127 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 28, 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.