Company lists · Data refreshed September 2026

Top 25 Insurance planning advisors based in Denver, United States

RevenueBase identified 81 insurance planning advisors headquartered in Denver, United States as of September 2026 and tracks 1,910 professional contacts across them, including 1,205 with verified work emails. New York is the largest hub.

This list covers insurance planning 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 17, 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 17, 2026 86% judged on-target in blind review
81Companies
1,910Contacts tracked
1,205Verified emails
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The 25 largest insurance planning advisors based in Denver, United States

Ranked by team size
Top 25 of 81 insurance planning advisors based in Denver, United States, ranked by team size, largest first. Data refreshed Sep 17, 2026. RevenueBase Smart Search rates how each company's information relates to insurance planning advisors: 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
1Indirect evidenceDenver, CO, United StatesHQ checked Sep 17, 2026501-1,0001,434 contacts →

Indirect evidence

“Are you looking to amplify and simplify your financial life?”

Source: RevenueBase Database · checked Sep 17, 2026
2Indirect evidenceDenver, CO, United StatesHQ checked Sep 17, 202651-20053 contacts →

Indirect evidence

“At E.A.”

Source: RevenueBase Database · checked Sep 17, 2026
3Strong evidenceDenver, CO, United StatesHQ checked Sep 17, 202611-5032 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 17, 2026
4Indirect evidenceDenver, CO, United StatesHQ checked Sep 17, 20261-1018 contacts →

Indirect evidence

“Our mission is to educate and inspire clients where a predictable lifetime of financial security is possible.”

Source: RevenueBase Database · checked Sep 17, 2026
5Indirect evidenceDenver, CO, United StatesHQ checked Sep 17, 202611-5017 contacts →

Indirect 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 17, 2026
6Partial evidenceDenver, CO, United StatesHQ checked Sep 17, 202611-5017 contacts →

Partial evidence

“We are an independently registered investment advisory firm located in the heart of Denver, Colorado.”

Source: RevenueBase Database · checked Sep 17, 2026
7Strong evidenceDenver, CO, United StatesHQ checked Sep 17, 20261-1016 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 17, 2026
8Indirect evidenceDenver, CO, United StatesHQ checked Sep 17, 20261-1011 contacts →

Indirect evidence

“At Axiom Wealth Alliance, we believe you deserve to live the retirement of your dreams.”

Source: RevenueBase Database · checked Sep 17, 2026
9Indirect evidenceDenver, CO, United StatesHQ checked Sep 17, 202611-5011 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 17, 2026
10Indirect evidenceDenver, CO, United StatesHQ checked Sep 17, 202611-508 contacts →

Indirect 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 17, 2026
11Partial evidenceDenver, CO, United StatesHQ checked Sep 17, 20261-108 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 17, 2026
12Indirect evidenceDenver, CO, United StatesHQ checked Sep 17, 202651-2008 contacts →

Indirect evidence

“The Principal® Financial Network of Rocky Mountains and Arizona is part of the nationwide affiliated group of financial professionals who work with the Principal Financial Group®.”

Source: RevenueBase Database · checked Sep 17, 2026
13Partial evidenceDenver, CO, United StatesHQ checked Sep 17, 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 17, 2026
14Indirect evidenceDenver, CO, United StatesHQ checked Sep 17, 20261-106 contacts →

Indirect evidence

“Advising clients means choosing to step aside from your own interests, or the interests of a particular company, to focus solely on the best interest of your client.”

Source: RevenueBase Database · checked Sep 17, 2026
15Indirect evidenceDenver, CO, United StatesHQ checked Sep 17, 20261-104 contacts →

Indirect evidence

“LOTUS Financial Partners is focused on being a partner in your journey to a more secure, free, and meaningful life.”

Source: RevenueBase Database · checked Sep 17, 2026
16Partial evidenceDenver, United StatesHQ checked Sep 17, 20261-104 contacts →

Partial evidence

“Scholes Insurance was established in 2006 by Jenny Scholes.”

Source: RevenueBase Database · checked Sep 17, 2026
17Strong evidenceDenver, CO, United StatesHQ checked Sep 17, 20261-104 contacts →

Strong 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 17, 2026
18Indirect evidenceDenver, CO, United StatesHQ checked Sep 17, 202611-503 contacts →

Indirect evidence

“We offer the best protection, with the greatest amount of benefits, least amount of risk, at the best price.”

Source: RevenueBase Database · checked Sep 17, 2026
19Partial evidenceDenver, United StatesHQ checked Sep 17, 20261-103 contacts →

Partial evidence

“Community Insurance Options was founded on the idea of helping those in need.”

Source: RevenueBase Database · checked Sep 17, 2026
20Indirect evidenceDenver, CO, United StatesHQ checked Sep 17, 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 17, 2026
21Indirect evidenceDenver, CO, United StatesHQ checked Sep 17, 20261-103 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 17, 2026
22Indirect evidenceDenver, CO, United StatesHQ checked Sep 17, 202611-502 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 17, 2026
23Partial evidenceDenver, CO, United StatesHQ checked Sep 17, 20261-102 contacts →

Partial evidence

“We are licensed insurance brokers in the Denver area working to help you find the best Medicare plan for your needs.”

Source: RevenueBase Database · checked Sep 17, 2026
24Indirect evidenceDenver, CO, United StatesHQ checked Sep 17, 20261-102 contacts →

Indirect evidence

“Established out of a passion for helping people.”

Source: RevenueBase Database · checked Sep 17, 2026
25Partial evidenceDenver, CO, United StatesHQ checked Sep 17, 20261-102 contacts →

Partial evidence

“MM & I Insurance Corporation is an Independent Insurance Agency providing Property Casualty, Employee Benefits, Risk Consulting, Safety and Loss Prevention products and services…”

Source: RevenueBase Database · checked Sep 17, 2026

Showing 25 of 81 insurance planning advisors based in Denver, United States

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Insurance planning advisors based in Denver, United States at a glance

As of Sep 17, 2026
63.1%Verified-email coverage
23.6Average contacts per company
1-10Median size (employees)
238.3%Largest-city concentration · New York
Sep 17, 2026Page data refreshed

Companies by employee count

1-10
57
11-50
16
51-200
4
201-500
1
501-1,000
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 81 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 insurance planning 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 “insurance planning 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 insurance planning 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 insurance planning 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, 1,205 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 17, 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.

Insurance planning advisors 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 insurance planning 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 insurance planning advisors are there based in Denver, United States?

RevenueBase identified 81 insurance planning 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 insurance planning advisors?

New York leads with 193 headquartered companies, followed by Houston (175) and Atlanta (139).

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 1,205 verified decision-maker contacts tracked across these 81 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 17, 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.