Company lists · Data refreshed September 2026
Top 25 Independent financial advisors based in Denver, United States
RevenueBase identified 149 independent financial advisors headquartered in Denver, United States as of September 2026 and tracks 2,272 professional contacts across them, including 1,475 with verified work emails. New York is the largest hub.
This list covers independent financial advisors 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.
The 25 largest independent financial advisors based in Denver, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,434 contacts → | ||||
Partial evidence “Are you looking to amplify and simplify your financial life?” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 2 | 73 contacts → | ||||
Indirect evidence “More than an investment firm, Innovest is a trailblazer, a steward, and a true innovator serving clients from our offices in Colorado, California, Florida, and Georgia.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 3 | 53 contacts → | ||||
Indirect evidence “At E.A.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 4 | 42 contacts → | ||||
Strong evidence “Maia Wealth is an independent Registered Investment Advisor (RIA) dedicated to providing comprehensive financial planning and exemplary service to all of our clients.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 5 | 35 contacts → | ||||
Partial evidence “GHP Investment Advisors provides wealth management services to individuals and families.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 6 | 24 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, 2026Thanks. The Data Team will review it. | |||||
| 7 | 18 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 20, 2026Thanks. The Data Team will review it. | |||||
| 8 | 17 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 20, 2026Thanks. The Data Team will review it. | |||||
| 9 | 17 contacts → | ||||
Strong evidence “We are an independently registered investment advisory firm located in the heart of Denver, Colorado.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 10 | 16 contacts → | ||||
Partial evidence “Comprehensive Financial Planning, Insurance, and Investment Services for Individuals, Families, and Small Businesses.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 11 | 15 contacts → | ||||
Partial evidence “EdgeRock is an independent wealth management firm headquartered in Denver, CO.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 12 | 15 contacts → | ||||
Indirect evidence “At Gill Capital Partners, we want you to understand the Capital Difference.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 13 | 14 contacts → | ||||
Partial evidence “LotusGroup Advisors is a Denver based Registered Investment Advisory (RIA) in the heart of Wash Park.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 14 | 13 contacts → | ||||
Partial evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 15 | 13 contacts → | ||||
Strong evidence “SHJ Wealth Advisors is one of Denver's oldest Financial Planning and Investment Management firms.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 16 | 13 contacts → | ||||
Indirect evidence “At Brown and Company, we believe true wealth management goes far beyond investments.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 17 | 12 contacts → | ||||
Indirect evidence “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.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 18 | 11 contacts → | ||||
Indirect evidence “At Axiom Wealth Alliance, we believe you deserve to live the retirement of your dreams.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 19 | 11 contacts → | ||||
Partial evidence “Denver Private Wealth Management, is a client-focused, full-service wealth management advisory firm created to meet the unique needs of our clients.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 20 | 8 contacts → | ||||
Partial evidence “Elk River Wealth Management has joined AlphaCore Wealth Advisory combining organic growth with disciplined inorganic expansion to drive scale and regional depth in key markets” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 21 | 8 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 20, 2026Thanks. The Data Team will review it. | |||||
| 22 | 8 contacts → | ||||
Partial evidence “Colorado Wealth Group is the premier destination for comprehensive financial planning.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 23 | 8 contacts → | ||||
Indirect evidence “Since 1995, J.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 24 | 8 contacts → | ||||
Strong 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 20, 2026Thanks. The Data Team will review it. | |||||
| 25 | 7 contacts → | ||||
Strong evidence “Paragon Capital Management is a financial advisor and investment management serving high-net-worth families and retirees since 1990.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
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: independent financial advisors. 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 independent financial advisors.
- Partial evidence
- Its own public description names part of independent financial advisors, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name independent financial advisors. 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 149 independent financial advisors based in Denver, United States
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Independent financial advisors based in Denver, United States at a glance
As of Sep 20, 2026Companies by employee count
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 149 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 independent financial advisors, 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 “independent financial advisors”. 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 independent financial advisors), 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 independent financial advisors, 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, 1,475 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.
Independent financial advisors by metro in the United States
- Independent financial advisors in New York350
- Independent financial advisors in Atlanta237
- Independent financial advisors in Houston232
- Independent financial advisors in Dallas201
- Independent financial advisors in San Diego197
- Independent financial advisors in Chicago191
- Independent financial advisors in Austin179
- Independent financial advisors in Scottsdale171
- Independent financial advisors in Charlotte157
- Independent financial advisors in Denver149
- Independent financial advisors in San Francisco134
- Independent financial advisors in Los Angeles130
- Independent financial advisors in Tampa128
- Independent financial advisors in Boston121
- Independent financial advisors in Portland119
- Independent financial advisors in Cincinnati118
- Independent financial advisors in Raleigh108
- Independent financial advisors in Irvine106
- Independent financial advisors in Columbus104
- Independent financial advisors in Phoenix103
- Independent financial advisors in Miami101
- Independent financial advisors in Overland Park97
- Independent financial advisors in Indianapolis94
- Independent financial advisors in Minneapolis94
- Independent financial advisors in Newport Beach88
- Independent financial advisors in San Antonio88
- Independent financial advisors in Pittsburgh85
- Independent financial advisors in Seattle85
- Independent financial advisors in Columbia84
- Independent financial advisors in Bellevue82
- Independent financial advisors in Birmingham82
- Independent financial advisors in Omaha82
- Independent financial advisors in Boca Raton78
- Independent financial advisors in Rochester78
- Independent financial advisors in Greenville77
- Independent financial advisors in Grand Rapids75
- Independent financial advisors in Jacksonville75
- Independent financial advisors in Richmond69
- Independent financial advisors in Colorado Springs68
- Independent financial advisors in Las Vegas68
- Independent financial advisors in Louisville67
- Independent financial advisors in Wilmington66
- Independent financial advisors in Plano65
- Independent financial advisors in Greenwood Village64
- Independent financial advisors in Madison64
- Independent financial advisors in Troy64
- Independent financial advisors in Fort Lauderdale63
- Independent financial advisors in Sarasota61
- Independent financial advisors in Tulsa60
- Independent financial advisors in Springfield59
- Independent financial advisors in Lexington58
- Independent financial advisors in Fort Worth56
- Independent financial advisors in Nashville56
- Independent financial advisors in Salt Lake City54
- Independent financial advisors in Tucson54
- Independent financial advisors in Walnut Creek54
- Independent financial advisors in Orlando52
- Independent financial advisors in Washington52
- Independent financial advisors in Alpharetta51
- Independent financial advisors in Naples51
- Independent financial advisors in Pasadena51
- Independent financial advisors in Memphis50
- Independent financial advisors in Franklin49
- Independent financial advisors in San Jose48
- Independent financial advisors in Cleveland47
- Independent financial advisors in Knoxville47
- Independent financial advisors in Melville46
- Independent financial advisors in Plymouth46
- Independent financial advisors in Lincoln45
- Independent financial advisors in Philadelphia45
- Independent financial advisors in Virginia Beach45
- Independent financial advisors in Coral Gables44
- Independent financial advisors in Lafayette44
- Independent financial advisors in Fort Collins43
- Independent financial advisors in Kansas City43
- Independent financial advisors in Oklahoma City43
- Independent financial advisors in The Woodlands43
- Independent financial advisors in Baton Rouge42
- Independent financial advisors in Bloomington42
- Independent financial advisors in Charleston42
- Independent financial advisors in Greensboro42
- Independent financial advisors in Jackson41
- Independent financial advisors in St Louis41
- Independent financial advisors in Westlake Village41
- Independent financial advisors in Bethesda40
- Independent financial advisors in Brentwood40
- Independent financial advisors in Lake Oswego40
- Independent financial advisors in Rockville40
- Independent financial advisors in West Des Moines40
- Independent financial advisors in Honolulu38
- Independent financial advisors in Fort Wayne37
- Independent financial advisors in Pittsford37
- Independent financial advisors in Ann Arbor36
- Independent financial advisors in Annapolis36
- Independent financial advisors in Boise36
- Independent financial advisors in Frisco36
- Independent financial advisors in Red Bank36
- Independent financial advisors in Little Rock35
- Independent financial advisors in Marietta35
- Independent financial advisors in Mclean35
- Independent financial advisors in Reston35
- Independent financial advisors in Roseville35
- Independent financial advisors in West Chester35
- Independent financial advisors in Chattanooga34
- Independent financial advisors in Englewood34
- Independent financial advisors in Littleton34
- Independent financial advisors in Sacramento34
- Independent financial advisors in Wichita34
- Independent financial advisors in Albuquerque33
- Independent financial advisors in Arlington33
- Independent financial advisors in Baltimore33
- Independent financial advisors in Buffalo33
- Independent financial advisors in Carmel33
- Independent financial advisors in Chesterfield33
- Independent financial advisors in Reno33
- Independent financial advisors in St. Louis33
- Independent financial advisors in Bloomfield Hills32
- Independent financial advisors in Lancaster32
- Independent financial advisors in Minnetonka32
- Independent financial advisors in Princeton32
- Independent financial advisors in Santa Barbara32
- Independent financial advisors in Southfield32
- Independent financial advisors in Towson32
- Independent financial advisors in Dublin31
- Independent financial advisors in Lakewood31
- Independent financial advisors in Milwaukee31
- Independent financial advisors in Naperville31
- Independent financial advisors in Centennial30
- Independent financial advisors in Spokane30
- Independent financial advisors in Vienna30
- Independent financial advisors in Westport30
- Independent financial advisors in Alexandria29
- Independent financial advisors in Boulder29
- Independent financial advisors in Burlington29
- Independent financial advisors in Edina29
- Independent financial advisors in San Ramon29
- Independent financial advisors in Woodbury29
- Independent financial advisors in Cary28
- Independent financial advisors in Concord28
- Independent financial advisors in Fairfield28
- Independent financial advisors in Northbrook28
- Independent financial advisors in Albany27
- Independent financial advisors in Bend27
- Independent financial advisors in Carlsbad27
- Independent financial advisors in Clearwater27
- Independent financial advisors in Portsmouth27
- Independent financial advisors in Stamford27
- Independent financial advisors in Tempe27
- Independent financial advisors in Wayne27
- Independent financial advisors in Beverly Hills26
- Independent financial advisors in Glastonbury26
- Independent financial advisors in Southlake26
- Independent financial advisors in Akron25
- Independent financial advisors in Chandler25
- Independent financial advisors in Charlottesville25
- Independent financial advisors in Fort Myers25
- Independent financial advisors in Oak Brook25
- Independent financial advisors in Waltham25
- Independent financial advisors in Westlake25
- Independent financial advisors in Winston-Salem25
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 independent financial advisors, 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 independent financial advisors are there based in Denver, United States?
RevenueBase identified 149 independent financial advisors 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 independent financial advisors?
New York leads with 350 headquartered companies, followed by Atlanta (237) and Houston (232).
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 1,475 verified decision-maker contacts tracked across these 149 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 149 independent financial advisors based in Denver, United States. Start with a free account, no credit card.
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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.
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