Company lists · Data refreshed September 2026

Top 20 Investment consulting firms based in Boulder, United States

RevenueBase identified 37 investment consulting firms headquartered in Boulder, United States as of September 2026 and tracks 180 professional contacts across them, including 105 with verified work emails. Across the United States, New York is the largest hub for this category (1,047 companies); Boulder has 37.

This list covers investment consulting firms headquartered in Boulder, 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 26, 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 26, 2026 86% judged on-target in blind review
37Companies
180Contacts tracked
105Verified emails
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The 20 largest investment consulting firms based in Boulder, United States

Ranked by team size
Top 20 of 37 investment consulting firms based in Boulder, United States, ranked by team size, largest first. Data refreshed Sep 26, 2026. RevenueBase Smart Search rates how each company's information relates to investment consulting firms: 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 evidenceBoulder, CO, United StatesHQ checked Sep 26, 202611-5037 contacts →

Indirect evidence

“BSW Wealth Partners is an authentically independent financial advisory firm that helps Make Life Better, uses Business as a Force for Good, and is Built To Last.”

Source: RevenueBase Database · checked Sep 26, 2026
2Indirect evidenceBoulder, CO, United StatesHQ checked Sep 26, 202611-5014 contacts →

Indirect evidence

“No jargon.”

Source: RevenueBase Database · checked Sep 26, 2026
3Partial evidenceBoulder, CO, United StatesHQ checked Sep 26, 202611-5013 contacts →

Partial evidence

“Black Swift is an investment management firm and registered investment advisor headquartered in Boulder, Colorado.”

Source: RevenueBase Database · checked Sep 26, 2026
4Indirect evidenceBoulder, CO, United StatesHQ checked Sep 26, 202611-5012 contacts →

Indirect evidence

“Help make a lasting impact on your family and community.”

Source: RevenueBase Database · checked Sep 26, 2026
5Indirect evidenceBoulder, CO, United StatesHQ checked Sep 26, 202611-5010 contacts →

Indirect evidence

“At Dixie Capital, we specialize in guiding businesses through pivotal transaction events, offering a suite of comprehensive financial services tailored to optimize outcomes.”

Source: RevenueBase Database · checked Sep 26, 2026
6Indirect evidenceBoulder, CO, United StatesHQ checked Sep 26, 20261-1010 contacts →

Indirect evidence

“Gold Medal Waters, Inc.(GMW) is a fee-only financial advisory firm that serves as a trusted counselor to clients with substantial assets, high current income, or high earnings…”

Source: RevenueBase Database · checked Sep 26, 2026
7Indirect evidenceBoulder, CO, United StatesHQ checked Sep 26, 202611-508 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 26, 2026
8Indirect evidenceBoulder, CO, United StatesHQ checked Sep 26, 20261-108 contacts →

Indirect evidence

“The Wealth Conservancy’s focus is specific: providing complete financial planning solutions to inheritors of significant wealth.”

Source: RevenueBase Database · checked Sep 26, 2026
9Indirect evidenceBoulder, CO, United StatesHQ checked Sep 26, 20261-106 contacts →

Indirect evidence

“Your financial world is complex.”

Source: RevenueBase Database · checked Sep 26, 2026
10Partial evidenceBoulder, CO, United StatesHQ checked Sep 26, 20261-106 contacts →

Partial evidence

“Harbor Wealth Management is an acclaimed independent wealth management firm in Boulder, CO providing investment advising and financial planning services to individuals…”

Source: RevenueBase Database · checked Sep 26, 2026
11Indirect evidenceBoulder, CO, United StatesHQ checked Sep 26, 20261-106 contacts →

Indirect evidence

“Bloom Wealth Advisors is a full service Wealth Management firm working with individuals, families, entrepreneurs and small businesses since 1995.”

Source: RevenueBase Database · checked Sep 26, 2026
12Indirect evidenceBoulder, CO, United StatesHQ checked Sep 26, 20261-104 contacts →

Indirect evidence

“Plan, prepare and be confident about the future.”

Source: RevenueBase Database · checked Sep 26, 2026
13Strong evidenceBoulder, CO, United StatesHQ checked Sep 26, 20261-104 contacts →

Strong evidence

“Opus Financial Solutions LLC is a fee-only, financial consulting, tax-planning and investment management firm with locations in Downers Grove, Illinois and Boulder…”

Source: RevenueBase Database · checked Sep 26, 2026
14Partial evidenceBoulder, CO, United StatesHQ checked Sep 26, 20261-103 contacts →

Partial evidence

“Sankala Group LLC is a registered investment advisory (RIA) firm providing portfolio management services and investment advisory to individuals, families and institutions.”

Source: RevenueBase Database · checked Sep 26, 2026
15Indirect evidenceBoulder, CO, United StatesHQ checked Sep 26, 20261-103 contacts →

Indirect evidence

“SilverPeak Wealth develops and manages wealth strategies for high-net-worth individuals.”

Source: RevenueBase Database · checked Sep 26, 2026
16Indirect evidenceBoulder, CO, United StatesHQ checked Sep 26, 20261-103 contacts →

Indirect evidence

“Providing bespoke and comprehensive wealth management for multi-generational families, foundations, endowments and individuals.”

Source: RevenueBase Database · checked Sep 26, 2026
17Partial evidenceBoulder, CO, United StatesHQ checked Sep 26, 20261-102 contacts →

Partial evidence

“Flatirons Wealth Management is an independent, fee-only, wealth management firm serving the financial planning and investment management needs of investors on the Front Range of…”

Source: RevenueBase Database · checked Sep 26, 2026
18Partial evidenceBoulder, CO, United StatesHQ checked Sep 26, 20261-102 contacts →

Partial evidence

“KilterHowling is an investment advisory firm serving individuals and institutions.”

Source: RevenueBase Database · checked Sep 26, 2026
19Indirect evidenceBoulder, CO, United StatesHQ checked Sep 26, 20261-102 contacts →

Indirect evidence

“Napeague Capital, LLC, is structured as a family office and was founded in 2005.”

Source: RevenueBase Database · checked Sep 26, 2026
20Indirect evidenceBoulder, CO, United StatesHQ checked Sep 26, 20261-101 contacts →

Indirect evidence

“With 30 years of C-suite experience in both the US and Asia, our goal is to support business growth objectives through developing and executing relevant strategies as a financial…”

Source: RevenueBase Database · checked Sep 26, 2026

Showing 20 of 37 investment consulting firms based in Boulder, United States

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Investment consulting firms based in Boulder, United States at a glance

As of Sep 26, 2026
58.3%Verified-email coverage
4.9Average contacts per company
1-10Median size (employees)
Sep 26, 2026Page data refreshed

Companies by employee count

1-10
30
11-50
6

Email recency for this list is measured across the whole United States list rather than for Boulder, so it is reported there. Company counts and contact totals on this page are exact for Boulder, over 37 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 consulting firms, 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 Boulder, United States whose own description of what they do matches “investment consulting firms”. 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 consulting firms), 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 consulting firms, and records with no verified work email. Companies headquartered outside Boulder 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, 105 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 26, 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 consulting firms 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 consulting firms, 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 consulting firms are there based in Boulder, United States?

RevenueBase identified 37 investment consulting firms headquartered in Boulder, 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?

BSW Wealth Partners, A Public Benefit Corporation, headquartered in Boulder, tops this list with the largest team on record.

Which city in the United States has the most investment consulting firms?

New York leads the United States with 1,047 headquartered companies, followed by Atlanta (348) and Chicago (342). Boulder has 37.

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 105 verified decision-maker contacts tracked across these 37 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 26, 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.