Company lists · Data refreshed September 2026

Top 25 Financial services consultants based in Denver, United States

RevenueBase identified 87 financial services consultants headquartered in Denver, United States as of September 2026 and tracks 316 professional contacts across them, including 96 with verified work emails. New York is the largest hub.

This list covers financial services consultants 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 16, 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 16, 2026 86% judged on-target in blind review
87Companies
316Contacts tracked
96Verified emails
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The 25 largest financial services consultants based in Denver, United States

Ranked by team size
Top 25 of 87 financial services consultants based in Denver, United States, ranked by team size, largest first. Data refreshed Sep 16, 2026. RevenueBase Smart Search rates how each company's information relates to financial services consultants: 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
1Partial evidenceDenver, CO, United StatesHQ checked Sep 16, 20261-1018 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 16, 2026
2Partial evidenceDenver, CO, United StatesHQ checked Sep 16, 202611-5017 contacts →

Partial 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 16, 2026
3Partial evidenceDenver, CO, United StatesHQ checked Sep 16, 20261-1016 contacts →

Partial evidence

“Comprehensive Financial Planning, Insurance, and Investment Services for Individuals, Families, and Small Businesses.”

Source: RevenueBase Database · checked Sep 16, 2026
4Indirect evidenceDenver, CO, United StatesHQ checked Sep 16, 20261-1013 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 16, 2026
5Partial evidenceDenver, CO, United StatesHQ checked Sep 16, 202611-5011 contacts →

Partial evidence

“In the world of finance, what is it that financial institutions deliver?”

Source: RevenueBase Database · checked Sep 16, 2026
6Partial evidenceDenver, CO, United StatesHQ checked Sep 16, 202611-508 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 16, 2026
7Partial evidenceDenver, CO, United StatesHQ checked Sep 16, 20261-108 contacts →

Partial evidence

“Colorado Wealth Group is the premier destination for comprehensive financial planning.”

Source: RevenueBase Database · checked Sep 16, 2026
8Partial evidenceDenver, CO, United StatesHQ checked Sep 16, 20261-108 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 16, 2026
9Partial evidenceDenver, CO, United StatesHQ checked Sep 16, 202611-506 contacts →

Partial evidence

“Using our innovative GlidePath Method,™ American Portfolios Denver is the valued financial partner of successful business owners, individuals, and multi-generational families.”

Source: RevenueBase Database · checked Sep 16, 2026
10Indirect evidenceDenver, CO, United StatesHQ checked Sep 16, 20261-105 contacts →

Indirect evidence

“Capital Investment Counsel provides considerable experience to serve our clients.”

Source: RevenueBase Database · checked Sep 16, 2026
11Partial evidenceDenver, United StatesHQ checked Sep 16, 20261-105 contacts →

Partial evidence

“We invest in and consult with financial services firms to grow revenue, expand margins, and increase enterprise value.”

Source: RevenueBase Database · checked Sep 16, 2026
12Partial evidenceDenver, CO, United StatesHQ checked Sep 16, 20261-104 contacts →

Partial 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 16, 2026
13Partial evidenceDenver, CO, United StatesHQ checked Sep 16, 20261-103 contacts →

Partial evidence

“Cornbelt Financial is your modern accounting and advisory firm focused on optimizing financials for small business owners and individuals by providing tax, investment, and…”

Source: RevenueBase Database · checked Sep 16, 2026
14Indirect evidenceDenver, CO, United StatesHQ checked Sep 16, 20261-103 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 16, 2026
15Indirect evidenceDenver, CO, United StatesHQ checked Sep 16, 20261-103 contacts →

Indirect evidence

“Focused Alpha is a: boutique wealth management firm that serves successful individuals, flourishing businesses, and passionate not-for-profits empowering, and helping them achive…”

Source: RevenueBase Database · checked Sep 16, 2026
16Indirect evidenceDenver, CO, United StatesHQ checked Sep 16, 20261-103 contacts →

Indirect evidence

“WHO WILL YOU BE ONCE YOU NO LONGER ARE WHAT YOU DID FOR A LIVING?”

Source: RevenueBase Database · checked Sep 16, 2026
17Indirect evidenceDenver, CO, United StatesHQ checked Sep 16, 20261-103 contacts →

Indirect evidence

“Your business is your family's lifeblood; a pillar in your community.”

Source: RevenueBase Database · checked Sep 16, 2026
18Indirect evidenceDenver, CO, United StatesHQ checked Sep 16, 202611-502 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 16, 2026
19Indirect evidenceDenver, CO, United StatesHQ checked Sep 16, 20261-102 contacts →

Indirect evidence

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

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

Indirect evidence

“Pioneer Global Advisors (PGA), LLC is a business valuation-focused finance and strategy management consulting firm to provide solutions for emerging companies.”

Source: RevenueBase Database · checked Sep 16, 2026
21Indirect evidenceDenver, CO, United StatesHQ checked Sep 16, 20261-102 contacts →

Indirect evidence

“Levinate provides consulting services to individuals, institutions and investment funds and specialize in the following areas- Investment product structuring (hedge funds, mutual…”

Source: RevenueBase Database · checked Sep 16, 2026
22Partial evidenceDenver, CO, United StatesHQ checked Sep 16, 20261-102 contacts →

Partial evidence

“Empro Financial is a premier strategic consulting service for company owners to increase their business growth.”

Source: RevenueBase Database · checked Sep 16, 2026
23Indirect evidenceDenver, CO, United StatesHQ checked Sep 16, 20261-102 contacts →

Indirect evidence

“Established out of a passion for helping people.”

Source: RevenueBase Database · checked Sep 16, 2026
24Indirect evidenceDenver, CO, United StatesHQ checked Sep 16, 20261-102 contacts →

Indirect evidence

“Business Consulting Services”

Source: RevenueBase Database · checked Sep 16, 2026
25Partial evidenceDenver, CO, United StatesHQ checked Sep 16, 20261-102 contacts →

Partial evidence

“Most financial advisors manage your portfolio.”

Source: RevenueBase Database · checked Sep 16, 2026

Showing 25 of 87 financial services consultants based in Denver, United States

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Financial services consultants based in Denver, United States at a glance

As of Sep 16, 2026
30.4%Verified-email coverage
3.6Average contacts per company
1-10Median size (employees)
364.4%Largest-city concentration · New York
Sep 16, 2026Page data refreshed

Companies by employee count

1-10
71
11-50
11
51-200
2
201-500
2
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 87 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 services consultants, 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 “financial services consultants”. 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 services consultants), 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 services consultants, 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, 96 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 16, 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 services consultants 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 services consultants, 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 services consultants are there based in Denver, United States?

RevenueBase identified 87 financial services consultants 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?

Global Wealth Strategies & Associates - Gws&a, headquartered in Denver, tops this list with the largest team on record.

Which city has the most financial services consultants?

New York leads with 317 headquartered companies, followed by Houston (160) and Atlanta (142).

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 96 verified decision-maker contacts tracked across these 87 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 16, 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.