Company lists · Data refreshed November 2026

Top 24 Insurance brokers for wealth planning based in Denver, United States

RevenueBase identified 91 company matches for insurance brokers for wealth planning associated with Denver, United States as of November 2026 and tracks 823 professional contacts across them, including 333 with verified work emails. Across the United States, New York is the largest hub for this category (208 companies); Denver has 91.

This list covers company matches for insurance brokers for wealth planning 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 November 6, 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 Nov 6, 2026 How this list was built
91Companies
823Contacts tracked
333Verified emails
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The 24 largest insurance brokers for wealth planning based in Denver, United States

Ranked by team size
Top 24 of 91 company matches for insurance brokers for wealth planning based in Denver, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 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.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchDenver, CO, United StatesHQ recorded Nov 6, 2026201-50095 contacts →

Exact match

“We are in our 5th decade of being in business and we have more than 600 agents nationwide.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2Exact matchDenver, CO, United StatesHQ recorded Nov 6, 202611-5036 contacts →

Exact match

“GHP Investment Advisors provides wealth management services to individuals and families.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3Exact matchDenver, CO, United StatesHQ recorded Nov 6, 202611-5033 contacts →

Exact match

“Financial Designs Ltd.(FDL) was founded in 1970 and is one of the country's leading specialty insurance advisory firms.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4Exact matchDenver, CO, United StatesHQ recorded Nov 6, 20261-1019 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 · Nov 6, 2026 · View company records in RevenueBase
5Exact matchDenver, CO, United StatesHQ recorded Nov 6, 202611-5017 contacts →

Exact match

“EdgeRock is an independent wealth management firm headquartered in Denver, CO.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6Exact matchDenver, CO, United StatesHQ recorded Nov 6, 202611-5016 contacts →

Exact match

“At Aspen Insurance Agency, we like to think of ourselves as your "one-stop-shop" for insurance with a "local business" feel while maintaining the nationwide presence to service…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7Exact matchDenver, CO, United StatesHQ recorded Nov 6, 202611-5015 contacts →

Exact match

“At Gill Capital Partners, we want you to understand the Capital Difference.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8Exact matchDenver, CO, United StatesHQ recorded Nov 6, 202611-5015 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 · Nov 6, 2026 · View company records in RevenueBase
9Exact matchDenver, CO, United StatesHQ recorded Nov 6, 20261-1015 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10Exact matchDenver, CO, United StatesHQ recorded Nov 6, 202611-5013 contacts →

Exact match

“I LIKE TO HELP PEOPLE,” GRANT STAILEY states.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11Exact matchDenver, CO, United StatesHQ recorded Nov 6, 20261-1013 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12Exact matchDenver, CO, United StatesHQ recorded Nov 6, 202611-5012 contacts →

Exact match

“Offering our services in 39 states across the country, The Insurance Loft is focused on providing a better insurance experience.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13Exact matchDenver, United StatesHQ recorded Nov 6, 202611-5012 contacts →

Exact match

“Creating innovative solutions to protect every person’s journey and give peace of mind through education and genuine care.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14Exact matchDenver, CO, United StatesHQ recorded Nov 6, 20261-105 contacts →

Exact match

“Kuzbiel Insurance Brokers is dedicated to providing exceptional insurance services to commercial and personal clients.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15Exact matchDenver, CO, United StatesHQ recorded Nov 6, 20261-105 contacts →

Exact match

“Elevate Wealth Management is a financial planning team with a combined 90 years of experience.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16Exact matchDenver, CO, United StatesHQ recorded Nov 6, 20261-105 contacts →

Exact match

“Insurance Group of Denver is committed to creating an easy-to-understand conversation about insurance and the products available to protect all that is important to you.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17Exact matchDenver, CO, United StatesHQ recorded Nov 6, 20261-105 contacts →

Exact match

“Manor Insurance Agency is an independent full service CO insurance agency.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18Exact matchDenver, CO, United StatesHQ recorded Nov 6, 20261-105 contacts →

Exact match

“JJ Insurance (JJI) has been serving the Denver, Colorado community for more than 25 years as an independent insurance agency.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19Exact matchDenver, CO, United StatesHQ recorded Nov 6, 20261-105 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 · Nov 6, 2026 · View company records in RevenueBase
20Exact matchDenver, CO, United StatesHQ recorded Nov 6, 20261-104 contacts →

Exact match

“As an independent agency we represent multiple insurance companies and can help you find an insurance plan that meets your needs.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21Exact matchDenver, CO, United StatesHQ recorded Nov 6, 20261-104 contacts →

Exact match

“Our clients see us as their personal financial conductor.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22Exact matchDenver, CO, United StatesHQ recorded Nov 6, 202611-503 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 · Nov 6, 2026 · View company records in RevenueBase
23Exact matchDenver, CO, United StatesHQ recorded Nov 6, 202651-2003 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24Exact matchDenver, CO, United StatesHQ recorded Nov 6, 20261-103 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 · Nov 6, 2026 · View company records in RevenueBase

Showing 24 of 91 insurance brokers for wealth planning based in Denver, United States

See the full list, filter by size, metro and specialty, and access 333 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Insurance brokers for wealth planning based in Denver, United States at a glance

As of Nov 6, 2026
40.5%Verified-email coverage
9.0Average contacts per company
1-10Median size (employees)
Nov 6, 2026Page data refreshed

Companies by employee count

1-10
64
11-50
20
51-200
5
201-500
1
501-1,000
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 91 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 “insurance brokers for wealth planning” 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 333 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 November 6, 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.

Insurance brokers for wealth planning 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 “insurance brokers for wealth planning”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many insurance brokers for wealth planning are there based in Denver, United States?

RevenueBase identified 91 company matches for insurance brokers for wealth planning associated with Denver, United States as of November 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?

Premier Group Insurance 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 insurance brokers for wealth planning?

New York leads the United States with 208 company records, followed by Houston (161) and Dallas (135). Denver has 91.

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 333 professional contacts with verified work emails tracked across these 91 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 November 6, 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.