Company lists · Data refreshed September 2026

Top 18 Independent financial advisors based in Lakewood, United States

Name: Independent financial advisors based in Lakewood, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 31 companies tracked

RevenueBase identified 31 company matches for independent financial advisors associated with Lakewood, United States as of September 2026 and tracks 156 professional contacts across them, including 67 with verified work emails. Across the United States, New York is the largest hub for this category (350 companies); Lakewood has 31.

This list covers company matches for independent financial advisors associated with Lakewood, 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

31Companies

156Contacts tracked

67Verified emails

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The 18 largest independent financial advisors based in Lakewood, United States

Ranked by team size

Top 18 of 31 company matches for independent financial advisors based in Lakewood, 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	Longwise Wealth Partners	Exact match	Lakewood, CO, United StatesHQ recorded Sep 20, 2026	11-50	19 contacts →
	Exact match “Longwise Wealth Partners is a nationally recognized wealth management firm helping high net worth clients protect and prosper via an integrated planning approach to managing…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	High Point Financial Group LLC	Exact match	Lakewood, CO, United StatesHQ recorded Sep 20, 2026	11-50	14 contacts →
	Exact match “With more than 150 years of combined experience in the financial services industry, our firm offers local, independent, unbiased professional service to help create an insurance…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Mattern Capital Management	Exact match	Lakewood, CO, United StatesHQ recorded Sep 20, 2026	1-10	9 contacts →
	Exact match “Mattern Capital Management is an independent, fee-only registered investment advisory firm, providing comprehensive wealth management services to individuals and families.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Cooneyassociates	Exact match	Lakewood, CO, United StatesHQ recorded Sep 20, 2026	1-10	9 contacts →
	Exact match “At Cooney Associates, we believe wealth management should feel personal, understandable, & collaborative.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Federal Benefits Made Simple, An E.A. Buck Company	Exact match	Lakewood, CO, United StatesHQ recorded Sep 20, 2026	1-10	8 contacts →
	Exact match “Helping federal employees understand their benefits so they not only maximized their value but can successfully retire.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Able Wealth Management	Exact match	Lakewood, NJ, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “Able Wealth Management LLC is a Registered Investment Advisor that works with established Professionals and Creative Executives.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Jones Financial	Exact match	Lakewood, CO, United StatesHQ recorded Sep 20, 2026	11-50	6 contacts →
	Exact match “Jones Financial is a national practice bringing the expertise and depth of capability needed to help high-net-worth families, business owners, and successful professionals…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	The Normandy Group Investment Advisory Firm	Exact match	Lakewood, CO, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “A Financial Plan As Dynamic As You Are.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Premier Financial Benefits, LLC	Exact match	Lakewood, CO, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Premier Financial Benefits is an independent fiduciary financial firm serving mass-affluent, hardworking individuals, families, and business owners.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Doleman Wealth Management, LLC	Exact match	Lakewood, CO, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Independent, client-focused financial planning and investment firm in Lakewood.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Traverse Planning	Exact match	Lakewood, CO, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Traverse Planning was founded on the philosophy that an advisor should have a moral, ethical and legal responsibility to act in their client’s best interest.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Leatherback Investments	Exact match	Lakewood, NJ, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Leatherback Investments™ offers boutique investment advisory and retirement plan consulting services to corporations, institutions, and high-net-worth families.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Batik Financial	Exact match	Lakewood, WA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “We are a boutique financial planning firm that primarily works with Washington K-12 school teachers & professionals, independent schools, and small businesses.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Rockridge Financial Services	Exact match	Lakewood, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Christopher Woods is a Registered Representative offering securities through Cetera Financial Specialists, member FINRA/SIPC.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Green Mountain Planning	Exact match	Lakewood, CO, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Nestor Vargas is a Denver, CO Fee-only financial planner.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Premier Wealth Solutions, LLC	Exact match	Lakewood, CO, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Premier Wealth Solutions, LLC, is a fee-based, independent Registered Investment Advisor (RIA) firm providing objective, unbiased, and highly personalized financial planning and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Engel Capital	Exact match	Lakewood, NJ, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Seeking to strengthen and grow your assets?” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Jo-Ann Holst Advisers	Exact match	Lakewood, CO, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “We are independent, fiduciary, financial advisers in Lakewood, Colorado.” 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 “independent financial advisors”. 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 18 of 31 independent financial advisors based in Lakewood, United States

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Independent financial advisors based in Lakewood, United States at a glance

As of Sep 20, 2026

42.9%Verified-email coverage

5.0Average contacts per company

1-10Median size (employees)

Sep 20, 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 Lakewood, so it is reported there. Company counts and contact totals on this page are exact for Lakewood, over 31 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 Lakewood, United States whose business descriptions match “independent financial advisors” 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 67 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.

Independent financial advisors 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 “independent financial advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many independent financial advisors are there based in Lakewood, United States?

RevenueBase identified 31 company matches for independent financial advisors associated with Lakewood, 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?

Longwise Wealth Partners 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 independent financial advisors?

New York leads the United States with 350 company records, followed by Atlanta (237) and Houston (232). Lakewood has 31.

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 67 professional contacts with verified work emails tracked across these 31 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.