Company lists · Data refreshed September 2026

Top 25 Investment advisory platforms based in Denver, United States

Name: Investment advisory platforms based in Denver, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 14, 2026 55 companies tracked

RevenueBase identified 55 investment advisory platforms headquartered in Denver, United States as of September 2026 and tracks 518 professional contacts across them, including 160 with verified work emails. Across the United States, New York is the largest hub for this category (244 companies); Denver has 55.

This list covers investment advisory platforms 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 14, 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 14, 2026 86% judged on-target in blind review

55Companies

518Contacts tracked

160Verified emails

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The 25 largest investment advisory platforms based in Denver, United States

Ranked by team size

Top 25 of 55 investment advisory platforms based in Denver, United States, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to investment advisory platforms: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Cetera Advisors LLC	Strong evidence	Denver, CO, United StatesHQ checked Sep 14, 2026	1,001-5,000	205 contacts →
	Strong evidence “Cetera Advisors LLC is an independent broker-dealer and registered investment adviser (RIA) firm offering efficient and convenient access to an extensive network of people…” Source: RevenueBase Database · checked Sep 14, 2026
2	Maia Wealth	Strong evidence	Denver, CO, United StatesHQ checked Sep 14, 2026	11-50	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 14, 2026
3	Mountain Capital Investment Advisors, INC	Strong evidence	Denver, CO, United StatesHQ checked Sep 14, 2026	11-50	25 contacts →
	Strong evidence “Mountain Capital Investment Advisors, Inc is an SEC-registered investment advisory firm founded in 2011.” Source: RevenueBase Database · checked Sep 14, 2026
4	Global Wealth Strategies & Associates - Gws&a	Indirect evidence	Denver, CO, United StatesHQ checked Sep 14, 2026	1-10	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 14, 2026
5	Triumph Capital Management	Strong evidence	Denver, CO, United StatesHQ checked Sep 14, 2026	11-50	17 contacts →
	Strong evidence “We are an independently registered investment advisory firm located in the heart of Denver, Colorado.” Source: RevenueBase Database · checked Sep 14, 2026
6	Gravity Investments	Partial evidence	Denver, United StatesHQ checked Sep 14, 2026	11-50	15 contacts →
	Partial evidence “Gravity Investments is an Institutional RoboAdvisor.” Source: RevenueBase Database · checked Sep 14, 2026
7	Lotusgroup Advisors	Strong evidence	Denver, CO, United StatesHQ checked Sep 14, 2026	11-50	14 contacts →
	Strong evidence “LotusGroup Advisors is a Denver based Registered Investment Advisory (RIA) in the heart of Wash Park.” Source: RevenueBase Database · checked Sep 14, 2026
8	SHJ Wealth Advisors	Strong evidence	Denver, CO, United StatesHQ checked Sep 14, 2026	11-50	13 contacts →
	Strong evidence “SHJ Wealth Advisors is one of Denver's oldest Financial Planning and Investment Management firms.” Source: RevenueBase Database · checked Sep 14, 2026
9	Denver Private Wealth Management	Partial evidence	Denver, CO, United StatesHQ checked Sep 14, 2026	1-10	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 14, 2026
10	Investment Security Group	Partial evidence	Denver, United StatesHQ checked Sep 14, 2026	1-10	7 contacts →
	Partial evidence “Investment Security Group (ISG) was founded in 1992 with the mission of becoming a “client first” boutique firm offering you a one-stop resource of personalized investing and…” Source: RevenueBase Database · checked Sep 14, 2026
11	Finfolio	Strong evidence	Denver, CO, United StatesHQ checked Sep 14, 2026	11-50	7 contacts →
	Strong evidence “FinFolio makes portfolio management software for investment advisors and professional wealth managers.” Source: RevenueBase Database · checked Sep 14, 2026
12	5280 Associates	Indirect evidence	Denver, CO, United StatesHQ checked Sep 14, 2026	11-50	7 contacts →
	Indirect evidence “5280 Associates is a comprehensive wealth management practice offering financial advice, products and services with complete fee transparency.” Source: RevenueBase Database · checked Sep 14, 2026
13	G&s Capital	Indirect evidence	Denver, CO, United StatesHQ checked Sep 14, 2026	1-10	6 contacts →
	Indirect evidence “Our mission is to be one of the most valued professional relationships our clients have by providing in-depth education, effective communication, and a level of personal attention…” Source: RevenueBase Database · checked Sep 14, 2026
14	Renaissance Wealth Management	Indirect evidence	Denver, CO, United StatesHQ checked Sep 14, 2026	1-10	6 contacts →
	Indirect evidence “Valuing sincere, trusted relationships, we partner with our clients for life.” Source: RevenueBase Database · checked Sep 14, 2026
15	Summit Wealth Strategies , LLC	Indirect evidence	Denver, CO, United StatesHQ checked Sep 14, 2026	1-10	5 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 14, 2026
16	Kelly Intelligence	Strong evidence	Denver, CO, United StatesHQ checked Sep 14, 2026	1-10	4 contacts →
	Strong evidence “Kelly Intelligence is an SEC registered investment advisor that seeks to bring cutting-edge products.” Source: RevenueBase Database · checked Sep 14, 2026
17	Essential Investment Partners, LLC	Strong evidence	Denver, CO, United StatesHQ checked Sep 14, 2026	1-10	4 contacts →
	Strong evidence “Essential Investment Partners is an independent,"fee-only" investment advisory and wealth management firm managing more than $200 million (12/31/21) of assets for individuals…” Source: RevenueBase Database · checked Sep 14, 2026
18	Garden Street Financial Group LLC	Strong evidence	Denver, CO, United StatesHQ checked Sep 14, 2026	1-10	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 14, 2026
19	Hoskin Capital	Strong evidence	Denver, CO, United StatesHQ checked Sep 14, 2026	1-10	3 contacts →
	Strong evidence “We are nationally renowned, award-winning advisors breaking the mold of our highly exclusive industry by providing transparent, accessible investment management to new wealth…” Source: RevenueBase Database · checked Sep 14, 2026
20	Trace8	Indirect evidence	Denver, CO, United StatesHQ checked Sep 14, 2026	1-10	3 contacts →
	Indirect evidence “Trace8 is an end-to-end solution that allows RIAs and multi-family offices to offer private capital opportunities to their clients.” Source: RevenueBase Database · checked Sep 14, 2026
21	O'donnell Wealth Management	Indirect evidence	Denver, CO, United StatesHQ checked Sep 14, 2026	1-10	3 contacts →
	Indirect evidence “OWM brings integrity and intelligence to bear in our development of strategies that serve the best interests of our clients.” Source: RevenueBase Database · checked Sep 14, 2026
22	Integrity Wealth Solutions	Indirect evidence	Denver, CO, United StatesHQ checked Sep 14, 2026	1-10	3 contacts →
	Indirect evidence “Integrity Wealth Solutions’ vision is to provide clients with comprehensive wealth management in a fair and equitable manner.” Source: RevenueBase Database · checked Sep 14, 2026
23	ONE Vision Financial	Partial evidence	Denver, CO, United StatesHQ checked Sep 14, 2026	1-10	2 contacts →
	Partial evidence “Securities offered through Registered Representatives of Cambridge Investment Research, Inc, a broker-dealer, member FINRA/SIPC.” Source: RevenueBase Database · checked Sep 14, 2026
24	Alfa Advisory	Partial evidence	Denver, CO, United StatesHQ checked Sep 14, 2026	1-10	2 contacts →
	Partial evidence “Most financial advisors manage your portfolio.” Source: RevenueBase Database · checked Sep 14, 2026
25	Prudent MAN Investment Management, INC	Indirect evidence	Denver, CO, United StatesHQ checked Sep 14, 2026	1-10	2 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 14, 2026

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: investment advisory platforms. 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 investment advisory platforms.
Partial evidence: Its own public description names part of investment advisory platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment advisory platforms. 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 55 investment advisory platforms based in Denver, United States

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Investment advisory platforms based in Denver, United States at a glance

As of Sep 14, 2026

30.9%Verified-email coverage

9.4Average contacts per company

1-10Median size (employees)

Sep 14, 2026Page data refreshed

Companies by employee count

1-10

11-50

201-500

1,001-5,000

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 55 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 investment advisory platforms, 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 “investment advisory platforms”. 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 investment advisory platforms), 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 investment advisory platforms, 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, 160 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 14, 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.

Investment advisory platforms 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 investment advisory platforms, 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 investment advisory platforms are there based in Denver, United States?

RevenueBase identified 55 investment advisory platforms 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?

Cetera Advisors LLC, headquartered in Denver, tops this list with the largest team on record.

Which city in the United States has the most investment advisory platforms?

New York leads the United States with 244 headquartered companies, followed by San Francisco (102) and Chicago (91). Denver has 55.

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 160 verified decision-maker contacts tracked across these 55 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 14, 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.