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.
The 25 largest insurance planning advisors based in Denver, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,434 contacts → | ||||
Indirect evidence “Are you looking to amplify and simplify your financial life?” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 2 | 53 contacts → | ||||
Indirect evidence “At E.A.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 3 | 32 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, 2026Thanks. The Data Team will review it. | |||||
| 4 | 18 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, 2026Thanks. The Data Team will review it. | |||||
| 5 | 17 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, 2026Thanks. The Data Team will review it. | |||||
| 6 | 17 contacts → | ||||
Partial evidence “We are an independently registered investment advisory firm located in the heart of Denver, Colorado.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 7 | 16 contacts → | ||||
Strong evidence “Comprehensive Financial Planning, Insurance, and Investment Services for Individuals, Families, and Small Businesses.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 8 | 11 contacts → | ||||
Indirect evidence “At Axiom Wealth Alliance, we believe you deserve to live the retirement of your dreams.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 9 | 11 contacts → | ||||
Indirect evidence “In the world of finance, what is it that financial institutions deliver?” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 10 | 8 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, 2026Thanks. The Data Team will review it. | |||||
| 11 | 8 contacts → | ||||
Partial evidence “Colorado Wealth Group is the premier destination for comprehensive financial planning.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 12 | 8 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, 2026Thanks. The Data Team will review it. | |||||
| 13 | 8 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, 2026Thanks. The Data Team will review it. | |||||
| 14 | 6 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, 2026Thanks. The Data Team will review it. | |||||
| 15 | 4 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, 2026Thanks. The Data Team will review it. | |||||
| 16 | 4 contacts → | ||||
Partial evidence “Scholes Insurance was established in 2006 by Jenny Scholes.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 17 | 4 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, 2026Thanks. The Data Team will review it. | |||||
| 18 | 3 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, 2026Thanks. The Data Team will review it. | |||||
| 19 | 3 contacts → | ||||
Partial evidence “Community Insurance Options was founded on the idea of helping those in need.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 20 | 3 contacts → | ||||
Indirect evidence “WHO WILL YOU BE ONCE YOU NO LONGER ARE WHAT YOU DID FOR A LIVING?” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 21 | 3 contacts → | ||||
Indirect evidence “Your business is your family's lifeblood; a pillar in your community.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 22 | 2 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 23 | 2 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, 2026Thanks. The Data Team will review it. | |||||
| 24 | 2 contacts → | ||||
Indirect evidence “Established out of a passion for helping people.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 25 | 2 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, 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: insurance planning 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 insurance planning advisors.
- Partial evidence
- Its own public description names part of insurance planning advisors, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name insurance planning 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 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, 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 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
- Insurance planning advisors in New York193
- Insurance planning advisors in Houston175
- Insurance planning advisors in Atlanta139
- Insurance planning advisors in Dallas131
- Insurance planning advisors in Scottsdale116
- Insurance planning advisors in San Diego108
- Insurance planning advisors in Charlotte105
- Insurance planning advisors in Chicago100
- Insurance planning advisors in Miami97
- Insurance planning advisors in Tampa92
- Insurance planning advisors in Austin90
- Insurance planning advisors in San Antonio88
- Insurance planning advisors in Denver81
- Insurance planning advisors in Phoenix78
- Insurance planning advisors in Los Angeles73
- Insurance planning advisors in Las Vegas70
- Insurance planning advisors in Indianapolis68
- Insurance planning advisors in Columbus66
- Insurance planning advisors in Irvine66
- Insurance planning advisors in Raleigh64
- Insurance planning advisors in Boca Raton62
- Insurance planning advisors in Cincinnati60
- Insurance planning advisors in Omaha60
- Insurance planning advisors in Columbia59
- Insurance planning advisors in Jacksonville58
- Insurance planning advisors in Orlando58
- Insurance planning advisors in Portland56
- Insurance planning advisors in Fort Lauderdale55
- Insurance planning advisors in Overland Park55
- Insurance planning advisors in Fort Worth51
- Insurance planning advisors in Rochester51
- Insurance planning advisors in Greenville50
- Insurance planning advisors in Newport Beach50
- Insurance planning advisors in Pittsburgh50
- Insurance planning advisors in Springfield49
- Insurance planning advisors in Tulsa49
- Insurance planning advisors in Grand Rapids48
- Insurance planning advisors in Boston46
- Insurance planning advisors in Plano46
- Insurance planning advisors in Troy46
- Insurance planning advisors in Louisville45
- Insurance planning advisors in San Francisco45
- Insurance planning advisors in Minneapolis44
- Insurance planning advisors in Richmond43
- Insurance planning advisors in Birmingham42
- Insurance planning advisors in Knoxville41
- Insurance planning advisors in Seattle41
- Insurance planning advisors in Lincoln40
- Insurance planning advisors in Nashville39
- Insurance planning advisors in Colorado Springs38
- Insurance planning advisors in Madison38
- Insurance planning advisors in Melville38
- Insurance planning advisors in Wilmington38
- Insurance planning advisors in Salt Lake City36
- Insurance planning advisors in Charleston35
- Insurance planning advisors in Lexington35
- Insurance planning advisors in Naples35
- Insurance planning advisors in Tucson35
- Insurance planning advisors in Sarasota34
- Insurance planning advisors in Pasadena33
- Insurance planning advisors in Rockville33
- Insurance planning advisors in San Jose33
- Insurance planning advisors in Virginia Beach33
- Insurance planning advisors in Brentwood32
- Insurance planning advisors in Greensboro32
- Insurance planning advisors in Lafayette32
- Insurance planning advisors in Albuquerque31
- Insurance planning advisors in Bellevue31
- Insurance planning advisors in Cleveland31
- Insurance planning advisors in Frisco30
- Insurance planning advisors in Oklahoma City29
- Insurance planning advisors in Roseville29
- Insurance planning advisors in Sacramento29
- Insurance planning advisors in Buffalo28
- Insurance planning advisors in Englewood28
- Insurance planning advisors in Franklin28
- Insurance planning advisors in Philadelphia28
- Insurance planning advisors in Alpharetta27
- Insurance planning advisors in Greenwood Village27
- Insurance planning advisors in Marietta27
- Insurance planning advisors in Southfield27
- Insurance planning advisors in St. Louis27
- Insurance planning advisors in Baton Rouge26
- Insurance planning advisors in Bethesda26
- Insurance planning advisors in Jackson26
- Insurance planning advisors in Reno26
- Insurance planning advisors in Worcester26
- Insurance planning advisors in Fort Collins25
- Insurance planning advisors in Fort Wayne25
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.
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