Company lists · Data refreshed October 2026

Top 25 Generational wealth accounting services based in Denver, United States

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

Compiled by the RevenueBase Data Team Data refreshed Oct 22, 2026 88 companies tracked

RevenueBase identified 88 company matches for generational wealth accounting services associated with Denver, United States as of October 2026 and tracks 2,508 professional contacts across them, including 1,541 with verified work emails. Across the United States, New York is the largest hub for this category (289 companies); Denver has 88.

This list covers company matches for generational wealth accounting services 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 October 22, 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 Oct 22, 2026 How this list was built

88Companies

2,508Contacts tracked

1,541Verified emails

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The 25 largest generational wealth accounting services based in Denver, United States

Ranked by team size

Top 25 of 88 company matches for generational wealth accounting services based in Denver, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 22, 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 Oct 22, 2026	501-1,000	1,637 contacts →
	Exact match “Are you looking to amplify and simplify your financial life?” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
2	First Western Trust	Exact match	Denver, CO, United StatesHQ recorded Oct 22, 2026	201-500	439 contacts →
	Exact match “We are the trusted expert that wealth creators in the West turn to at every stage of their financial journey – bringing private banking sophistication, deep community roots, and…” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
3	GHP Investment Advisors, INC	Exact match	Denver, CO, United StatesHQ recorded Oct 22, 2026	11-50	36 contacts →
	Exact match “GHP Investment Advisors provides wealth management services to individuals and families.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
4	Bespoke Group	Exact match	Denver, CO, United StatesHQ recorded Oct 22, 2026	11-50	24 contacts →
	Exact match “Bespoke Group provides comprehensive solutions to the highly affluent regarding family services and asset management.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
5	Global Wealth Strategies & Associates - Gws&a	Exact match	Denver, CO, United StatesHQ recorded Oct 22, 2026	1-10	19 contacts →
	Exact match “Our mission is to educate and inspire clients where a predictable lifetime of financial security is possible.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
6	Edgerock Wealth Management	Exact match	Denver, CO, United StatesHQ recorded Oct 22, 2026	11-50	17 contacts →
	Exact match “EdgeRock is an independent wealth management firm headquartered in Denver, CO.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
7	Destiny Capital	Exact match	Denver, CO, United StatesHQ recorded Oct 22, 2026	11-50	15 contacts →
	Exact match “At Destiny Capital, we empower entrepreneurs and retirees to take control of their financial journey while forging ahead with greater clarity, confidence, and purpose.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
8	Private Capital Management, LLC	Exact match	Denver, CO, United StatesHQ recorded Oct 22, 2026	11-50	14 contacts →
	Exact match “At Private Capital Management our goal is to provide you the peace of mind that comes from knowing your wealth management strategy has been properly developed and your financial…” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
9	Clear Creek Advisors	Exact match	Denver, CO, United StatesHQ recorded Oct 22, 2026	1-10	13 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
10	Denver Private Wealth Management	Exact match	Denver, CO, United StatesHQ recorded Oct 22, 2026	1-10	11 contacts →
	Exact match “Denver Private Wealth Management, is a client-focused, full-service wealth management advisory firm created to meet the unique needs of our clients.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
11	Investment Security Group	Exact match	Denver, United StatesHQ recorded Oct 22, 2026	1-10	8 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
12	Pilkington Financial Group	Exact match	Denver, CO, United StatesHQ recorded Oct 22, 2026	1-10	8 contacts →
	Exact match “Pilkington Financial Group is a family-owned, independent financial planning firm in Sterling, Colorado, started in 1974 by Curt and Cindy Pilkington.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
13	Renaissance Wealth Management	Exact match	Denver, CO, United StatesHQ recorded Oct 22, 2026	1-10	7 contacts →
	Exact match “Valuing sincere, trusted relationships, we partner with our clients for life.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
14	Paragon Capital Management	Exact match	Denver, CO, United StatesHQ recorded Oct 22, 2026	1-10	6 contacts →
	Exact match “Paragon Capital Management is a financial advisor and investment management serving high-net-worth families and retirees since 1990.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
15	G&s Capital	Exact match	Denver, CO, United StatesHQ recorded Oct 22, 2026	1-10	6 contacts →
	Exact match “Our mission is to be one of the most valued professional relationships our clients have by providing in-depth education, effective communication, and a level of personal attention…” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
16	Capital Investment Counsel, LLC	Exact match	Denver, CO, United StatesHQ recorded Oct 22, 2026	1-10	5 contacts →
	Exact match “Capital Investment Counsel provides considerable experience to serve our clients.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
17	Elevate Wealth Management	Exact match	Denver, CO, United StatesHQ recorded Oct 22, 2026	1-10	5 contacts →
	Exact match “Elevate Wealth Management is a financial planning team with a combined 90 years of experience.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
18	Noble Wealth Partners	Exact match	Denver, CO, United StatesHQ recorded Oct 22, 2026	1-10	5 contacts →
	Exact match “Noble Wealth Partners is an independent wealth management boutique specializing in financial planning, global asset management, financial advisory, risk management, tax planning…” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
19	Garden Street Financial Group LLC	Exact match	Denver, CO, United StatesHQ recorded Oct 22, 2026	1-10	5 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 · Oct 22, 2026 · View company records in RevenueBase
20	The Kelly & Wohlner Group	Exact match	Denver, CO, United StatesHQ recorded Oct 22, 2026	1-10	4 contacts →
	Exact match “The Kelly & Wohlner Group is a boutique, private wealth management practice, providing comprehensive financial consultation and sophisticated portfolio management services to…” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
21	Focused Alpha Wealth Management	Exact match	Denver, CO, United StatesHQ recorded Oct 22, 2026	1-10	4 contacts →
	Exact match “Focused Alpha is a: boutique wealth management firm that serves successful individuals, flourishing businesses, and passionate not-for-profits empowering, and helping them achive…” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
22	American Portfolios Denver	Exact match	Denver, CO, United StatesHQ recorded Oct 22, 2026	11-50	3 contacts →
	Exact match “Using our innovative GlidePath Method,™ American Portfolios Denver is the valued financial partner of successful business owners, individuals, and multi-generational families.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
23	Grok Wealth	Exact match	Denver, CO, United StatesHQ recorded Oct 22, 2026	1-10	3 contacts →
	Exact match “I work with a select number of clients that are in or near retirement and help them protect their wealth using the Grok process.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
24	O'donnell Wealth Management	Exact match	Denver, CO, United StatesHQ recorded Oct 22, 2026	1-10	3 contacts →
	Exact match “OWM brings integrity and intelligence to bear in our development of strategies that serve the best interests of our clients.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
25	Cornbelt Financial, LLC	Exact match	Denver, CO, United StatesHQ recorded Oct 22, 2026	1-10	3 contacts →
	Exact match “Cornbelt Financial is your modern accounting and advisory firm focused on optimizing financials for small business owners and individuals by providing tax, investment, and…” Recorded in the RevenueBase company graph · Oct 22, 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 “generational wealth accounting services”. 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 25 of 88 generational wealth accounting services based in Denver, United States

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Generational wealth accounting services based in Denver, United States at a glance

As of Oct 22, 2026

61.4%Verified-email coverage

28.5Average contacts per company

1-10Median size (employees)

Oct 22, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 88 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 “generational wealth accounting services” 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 1,541 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 October 22, 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.

Generational wealth accounting services 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 “generational wealth accounting services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many generational wealth accounting services are there based in Denver, United States?

RevenueBase identified 88 company matches for generational wealth accounting services associated with Denver, United States as of October 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 generational wealth accounting services?

New York leads the United States with 289 company records, followed by Atlanta (160) and Dallas (146). Denver has 88.

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 1,541 professional contacts with verified work emails tracked across these 88 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 October 22, 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.