Company lists · Data refreshed September 2026

Top 18 Investment firms based in Denver, United States

RevenueBase identified 138 investment firms headquartered in Denver, United States as of September 2026 and tracks 7,379 professional contacts across them, including 4,411 with verified work emails. New York is the largest hub.

This list covers investment firms 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
138Companies
7,379Contacts tracked
4,411Verified emails
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The 18 largest investment firms based in Denver, United States

Ranked by team size
Top 18 of 138 investment firms 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 firms: 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.
#CompanyHeadquartersEmployeesContacts
1
Mercer AdvisorsIndirect evidence
Denver, CO, United StatesHQ checked Sep 4, 2026501-1,0001,417

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

Source: company website · checked Sep 4, 2026
2
Pine Advisor SolutionsIndirect evidence
Denver, CO, United StatesHQ checked Sep 4, 202651-20065

“PINE Advisor Solutions provides institutional-quality outsourced CFO, regulatory compliance, registered fund officers, fund distribution and operations support services to private…”

Source: company website · checked Sep 4, 2026
3Denver, CO, United StatesHQ checked Sep 4, 202611-5052

“Shelton Capital Management (Shelton) is a boutique investment firm that helps investors pursue their financial goals through tailored investment solutions and human-centric…”

Source: company website · checked Sep 4, 2026
4Denver, CO, United StatesHQ checked Sep 4, 202611-5034

“Founded in 2002, Summit Investment Management LLC is a private investment firm headquartered in Denver, Colorado.”

Source: company website · checked Sep 4, 2026
5Denver, CO, United StatesHQ checked Sep 4, 202611-5025

“Mountain Capital Investment Advisors, Inc is an SEC-registered investment advisory firm founded in 2011.”

Source: company website · checked Sep 4, 2026
6
IPS Strategic CapitalStrong evidence
Denver, CO, United StatesHQ checked Sep 4, 20261-1024

“Dominick Paoloni, Founder and Chief Investment Officer (CIO) of IPS Strategic Capital, has dedicated over 30 years to the investment community.”

Source: company website · checked Sep 4, 2026
7Denver, CO, United StatesHQ checked Sep 4, 20261-1023

“IMA provides personal investment management services to individual and institutional clients through separately managed accounts.”

Source: company website · checked Sep 4, 2026
8Denver, CO, United StatesHQ checked Sep 4, 20261-1018

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

Source: company website · checked Sep 4, 2026
9
Bespoke GroupIndirect evidence
Denver, CO, United StatesHQ checked Sep 4, 202611-5018

“Bespoke Group provides comprehensive solutions to the highly affluent regarding family services and asset management.”

Source: company website · checked Sep 4, 2026
10
W.G. Nielsen & COIndirect evidence
Denver, United StatesHQ checked Sep 4, 202611-5018

“W.G.”

Source: company website · checked Sep 4, 2026
11
Edgerock Wealth ManagementIndirect evidence
Denver, CO, United StatesHQ checked Sep 4, 202611-5015

“EdgeRock is an independent wealth management firm headquartered in Denver, CO.”

Source: company website · checked Sep 4, 2026
12
Gill Capital PartnersIndirect evidence
Denver, CO, United StatesHQ checked Sep 4, 202611-5015

“At Gill Capital Partners, we want you to understand the Capital Difference.”

Source: company website · checked Sep 4, 2026
13
Lotusgroup AdvisorsStrong evidence
Denver, CO, United StatesHQ checked Sep 4, 202611-5014

“LotusGroup Advisors is a Denver based Registered Investment Advisory (RIA) in the heart of Wash Park.”

Source: company website · checked Sep 4, 2026
14
Brown And Company, INCStrong evidence
Denver, CO, United StatesHQ checked Sep 4, 20261-1013

“At Brown and Company, we believe true wealth management goes far beyond investments.”

Source: company website · checked Sep 4, 2026
15
Meketa CapitalStrong evidence
Denver, CO, United StatesHQ checked Sep 4, 2026201-50012

“Meketa Capital is an asset management firm focused on expanding access to private market investments without the complexity of subscription documents, high investment minimums…”

Source: company website · checked Sep 4, 2026
16
SHJ Wealth AdvisorsStrong evidence
Denver, CO, United StatesHQ checked Sep 4, 202611-5012

“SHJ Wealth Advisors is one of Denver's oldest Financial Planning and Investment Management firms.”

Source: company website · checked Sep 4, 2026
17
Axiom Wealth AllianceIndirect evidence
Denver, CO, United StatesHQ checked Sep 4, 20261-1011

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

Source: company website · checked Sep 4, 2026
18Denver, CO, United StatesHQ checked Sep 4, 20261-1011

“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

Showing 18 of 138 investment firms based in Denver, United States

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Investment firms based in Denver, United States at a glance

As of Sep 4, 2026
1-10Median size (employees)
New YorkLargest hub · 1002 HQs
Contacts with mobile numbers
Sep 4, 2026Data refreshed

Companies by employee count

1-10
98
11-50
26
51-200
8
201-500
1
501-1,000
1
1,001-5,000
4

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 138 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 firms, 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 firms”. 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 firms, 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, 4,411 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 firms by metro in the United States

Frequently asked

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

RevenueBase identified 138 investment firms 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 investment firms?

New York leads with 1002 headquartered companies, followed by Chicago (301) and Dallas (277).

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 4,411 verified decision-maker contacts tracked across these 138 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.