Company lists · Data refreshed September 2026

Top 23 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 4, 2026 62 companies tracked

RevenueBase identified 62 investment advisory platforms headquartered in Denver, United States as of September 2026 and tracks 683 professional contacts across them, including 216 with verified work emails. New York is the largest hub.

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, how directly it supports the match, and when it was last checked. Data refreshed September 4, 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 HQ checked on every row Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review

62Companies

683Contacts tracked

216Verified emails

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The 23 largest investment advisory platforms based in Denver, United States

Ranked by team size

Top 23 of 62 investment advisory platforms based in Denver, United States, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment advisory platforms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	Cetera Advisors LLCStrong evidence	Denver, CO, United StatesHQ checked Sep 4, 2026	1,001-5,000	207
	“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: company website · checked Sep 4, 2026
2	Maia WealthStrong evidence	Denver, CO, United StatesHQ checked Sep 4, 2026	n/a	43
	“Maia Wealth is an independent Registered Investment Advisor (RIA) dedicated to providing comprehensive financial planning and exemplary service to all of our clients.” Source: company website · checked Sep 4, 2026
3	Mountain Capital Investment Advisors, INCStrong evidence	Denver, CO, United StatesHQ checked Sep 4, 2026	11-50	25
	“Mountain Capital Investment Advisors, Inc is an SEC-registered investment advisory firm founded in 2011.” Source: company website · checked Sep 4, 2026
4	Global Wealth Strategies & Associates - Gws&aIndirect evidence	Denver, CO, United StatesHQ checked Sep 4, 2026	1-10	18
	“Our mission is to educate and inspire clients where a predictable lifetime of financial security is possible.” Source: company website · checked Sep 4, 2026
5	Gravity InvestmentsPartial evidence	Denver, United StatesHQ checked Sep 4, 2026	11-50	15
	“Gravity Investments is an Institutional RoboAdvisor.” Source: company website · checked Sep 4, 2026
6	Lotusgroup AdvisorsStrong evidence	Denver, CO, United StatesHQ checked Sep 4, 2026	11-50	14
	“LotusGroup Advisors is a Denver based Registered Investment Advisory (RIA) in the heart of Wash Park.” Source: company website · checked Sep 4, 2026
7	SHJ Wealth AdvisorsStrong evidence	Denver, CO, United StatesHQ checked Sep 4, 2026	11-50	12
	“SHJ Wealth Advisors is one of Denver's oldest Financial Planning and Investment Management firms.” Source: company website · checked Sep 4, 2026
8	Denver Private Wealth ManagementPartial evidence	Denver, CO, United StatesHQ checked Sep 4, 2026	1-10	11
	“Denver Private Wealth Management, is a client-focused, full-service wealth management advisory firm created to meet the unique needs of our clients.” Source: company website · checked Sep 4, 2026
9	Investment Security GroupPartial evidence	Denver, United StatesHQ checked Sep 4, 2026	1-10	7
	“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: company website · checked Sep 4, 2026
10	FinfolioStrong evidence	Denver, CO, United StatesHQ checked Sep 4, 2026	11-50	7
	“FinFolio makes portfolio management software for investment advisors and professional wealth managers.” Source: company website · checked Sep 4, 2026
11	5280 AssociatesIndirect evidence	Denver, CO, United StatesHQ checked Sep 4, 2026	11-50	7
	“5280 Associates is a comprehensive wealth management practice offering financial advice, products and services with complete fee transparency.” Source: company website · checked Sep 4, 2026
12	G&s CapitalIndirect evidence	Denver, CO, United StatesHQ checked Sep 4, 2026	1-10	6
	“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: company website · checked Sep 4, 2026
13	Renaissance Wealth ManagementIndirect evidence	Denver, CO, United StatesHQ checked Sep 4, 2026	1-10	6
	“Valuing sincere, trusted relationships, we partner with our clients for life.” Source: company website · checked Sep 4, 2026
14	Summit Wealth Strategies , LLCIndirect evidence	Denver, CO, United StatesHQ checked Sep 4, 2026	1-10	5
	Source: company website · checked Sep 4, 2026
15	Essential Investment Partners, LLCStrong evidence	Denver, CO, United StatesHQ checked Sep 4, 2026	1-10	4
	“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: company website · checked Sep 4, 2026
16	Kelly IntelligenceStrong evidence	Denver, CO, United StatesHQ checked Sep 4, 2026	1-10	4
	“Kelly Intelligence is an SEC registered investment advisor that seeks to bring cutting-edge products.” Source: company website · checked Sep 4, 2026
17	Garden Street Financial Group LLCStrong evidence	Denver, CO, United StatesHQ checked Sep 4, 2026	1-10	4
	“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: company website · checked Sep 4, 2026
18	O'donnell Wealth ManagementIndirect evidence	Denver, CO, United StatesHQ checked Sep 4, 2026	1-10	3
	“OWM brings integrity and intelligence to bear in our development of strategies that serve the best interests of our clients.” Source: company website · checked Sep 4, 2026
19	Hoskin CapitalStrong evidence	Denver, CO, United StatesHQ checked Sep 4, 2026	1-10	3
	“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: company website · checked Sep 4, 2026
20	Integrity Wealth SolutionsIndirect evidence	Denver, CO, United StatesHQ checked Sep 4, 2026	1-10	3
	“Integrity Wealth Solutions’ vision is to provide clients with comprehensive wealth management in a fair and equitable manner.” Source: company website · checked Sep 4, 2026
21	Trace8Indirect evidence	Denver, CO, United StatesHQ checked Sep 4, 2026	1-10	3
	“Trace8 is an end-to-end solution that allows RIAs and multi-family offices to offer private capital opportunities to their clients.” Source: company website · checked Sep 4, 2026
22	ONE Vision FinancialPartial evidence	Denver, CO, United StatesHQ checked Sep 4, 2026	1-10	2
	“Securities offered through Registered Representatives of Cambridge Investment Research, Inc, a broker-dealer, member FINRA/SIPC.” Source: company website · checked Sep 4, 2026
23	Alfa AdvisoryPartial evidence	Denver, CO, United StatesHQ checked Sep 4, 2026	1-10	2
	“Most financial advisors manage your portfolio.” Source: company website · checked Sep 4, 2026

Showing 23 of 62 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 4, 2026

1-10Median size (employees)

New YorkLargest hub · 243 HQs

Contacts with mobile numbers

Sep 4, 2026Data refreshed

Companies by employee count

1-10

11-50

51-200

1,001-5,000

Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Denver, over 62 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 evidence 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 SmartSearch, 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.
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 an evidence 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, 216 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 4, 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

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

RevenueBase identified 62 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 has the most investment advisory platforms?

New York leads with 243 headquartered companies, followed by San Francisco (99) and Chicago (90).

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 216 verified decision-maker contacts tracked across these 62 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 4, 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.