Company lists · Data refreshed October 2026

Top 25 Investment firms based in Denver, United States

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

Compiled by the RevenueBase Data Team Data refreshed Oct 1, 2026 128 companies tracked

RevenueBase identified 128 company matches for investment firms associated with Denver, United States as of October 2026 and tracks 2,359 professional contacts across them, including 1,496 with verified work emails. Across the United States, New York is the largest hub for this category (1,039 companies); Denver has 128.

This list covers company matches for investment firms associated with Denver, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed October 1, 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 RevenueBase SmartSearch · Exact Recorded Oct 1, 2026 How this list was built

128Companies

2,359Contacts tracked

1,496Verified emails

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The 25 largest investment firms based in Denver, United States

Ranked by team size

Top 25 of 128 company matches for investment firms based in Denver, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 1, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Mercer Advisors	Exact match	Denver, CO, United StatesHQ recorded Oct 1, 2026	501-1,000	1,434 contacts →
	Exact match “Are you looking to amplify and simplify your financial life?” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
2	Pine Advisor Solutions	Exact match	Denver, CO, United StatesHQ recorded Oct 1, 2026	51-200	65 contacts →
	Exact match “PINE Advisor Solutions enable asset managers to focus on growth by simplifying complex compliance, finance, distribution, and operations.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
3	Monticello Associates	Exact match	Denver, CO, United StatesHQ recorded Oct 1, 2026	51-200	57 contacts →
	Exact match “Monticello Associates is an investment consulting firm that provides non-discretionary investment advisory services to foundations, endowments, and family offices.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
4	Shelton Capital Management	Exact match	Denver, CO, United StatesHQ recorded Oct 1, 2026	11-50	54 contacts →
	Exact match “Shelton Capital Management (Shelton) is a boutique investment firm that helps investors pursue their financial goals through tailored investment solutions and human-centric…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
5	Public Trust Advisors, LLC	Exact match	Denver, CO, United StatesHQ recorded Oct 1, 2026	51-200	48 contacts →
	Exact match “Public Trust Advisors, LLC is an investment advisory firm based in Denver, Colorado that provides investment management and advisory services for the public sector including the…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
6	Summit Investment Management LLC	Exact match	Denver, CO, United StatesHQ recorded Oct 1, 2026	11-50	34 contacts →
	Exact match “Founded in 2002, Summit Investment Management LLC is a private investment firm headquartered in Denver, Colorado.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
7	Mountain Capital Investment Advisors, INC	Exact match	Denver, CO, United StatesHQ recorded Oct 1, 2026	11-50	25 contacts →
	Exact match “Mountain Capital Investment Advisors, Inc is an SEC-registered investment advisory firm founded in 2011.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
8	IPS Strategic Capital	Exact match	Denver, CO, United StatesHQ recorded Oct 1, 2026	1-10	24 contacts →
	Exact match “Dominick Paoloni, Founder and Chief Investment Officer (CIO) of IPS Strategic Capital, has dedicated over 30 years to the investment community.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
9	IMA Investment Management Associates	Exact match	Denver, CO, United StatesHQ recorded Oct 1, 2026	1-10	23 contacts →
	Exact match “IMA provides personal investment management services to individual and institutional clients through separately managed accounts.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
10	Global Wealth Strategies & Associates - Gws&a	Exact match	Denver, CO, United StatesHQ recorded Oct 1, 2026	1-10	18 contacts →
	Exact match “Our mission is to educate and inspire clients where a predictable lifetime of financial security is possible.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
11	Bespoke Group	Exact match	Denver, CO, United StatesHQ recorded Oct 1, 2026	11-50	18 contacts →
	Exact match “Bespoke Group provides comprehensive solutions to the highly affluent regarding family services and asset management.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
12	Triumph Capital Management	Exact match	Denver, CO, United StatesHQ recorded Oct 1, 2026	11-50	17 contacts →
	Exact match “We are an independently registered investment advisory firm located in the heart of Denver, Colorado.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
13	W.G. Nielsen & CO	Exact match	Denver, United StatesHQ recorded Oct 1, 2026	11-50	17 contacts →
	Exact match “W.G.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
14	Edgerock Wealth Management	Exact match	Denver, CO, United StatesHQ recorded Oct 1, 2026	11-50	15 contacts →
	Exact match “EdgeRock is an independent wealth management firm headquartered in Denver, CO.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
15	Gill Capital Partners	Exact match	Denver, CO, United StatesHQ recorded Oct 1, 2026	11-50	15 contacts →
	Exact match “At Gill Capital Partners, we want you to understand the Capital Difference.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
16	Lotusgroup Advisors	Exact match	Denver, CO, United StatesHQ recorded Oct 1, 2026	11-50	14 contacts →
	Exact match “LotusGroup Advisors is a Denver based Registered Investment Advisory (RIA) in the heart of Wash Park.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
17	SHJ Wealth Advisors	Exact match	Denver, CO, United StatesHQ recorded Oct 1, 2026	11-50	13 contacts →
	Exact match “SHJ Wealth Advisors is one of Denver's oldest Financial Planning and Investment Management firms.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
18	Brown And Company, INC	Exact match	Denver, CO, United StatesHQ recorded Oct 1, 2026	1-10	13 contacts →
	Exact match “At Brown and Company, we believe true wealth management goes far beyond investments.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
19	Meketa Capital	Exact match	Denver, CO, United StatesHQ recorded Oct 1, 2026	201-500	12 contacts →
	Exact match “Meketa Capital is an asset management firm focused on expanding access to private market investments without the complexity of subscription documents, high investment minimums…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
20	Axiom Wealth Alliance	Exact match	Denver, CO, United StatesHQ recorded Oct 1, 2026	1-10	11 contacts →
	Exact match “At Axiom Wealth Alliance, we believe you deserve to live the retirement of your dreams.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
21	Denver Private Wealth Management	Exact match	Denver, CO, United StatesHQ recorded Oct 1, 2026	1-10	11 contacts →
	Exact match “Denver Private Wealth Management, is a client-focused, full-service wealth management advisory firm created to meet the unique needs of our clients.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
22	Redcloud Capital, LLC	Exact match	Denver, CO, United StatesHQ recorded Oct 1, 2026	1-10	9 contacts →
	Exact match “RedCloud Capital is a Denver-based private equity firm focused on partnering with dynamic and growth minded entrepreneurs and management teams to build great companies.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
23	ELK River Wealth Management	Exact match	Denver, CO, United StatesHQ recorded Oct 1, 2026	1-10	8 contacts →
	Exact match “Elk River Wealth Management has joined AlphaCore Wealth Advisory combining organic growth with disciplined inorganic expansion to drive scale and regional depth in key markets” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
24	J. F. Williams Co., INC	Exact match	Denver, CO, United StatesHQ recorded Oct 1, 2026	1-10	8 contacts →
	Exact match “Since 1995, J.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
25	Pilkington Financial Group	Exact match	Denver, CO, United StatesHQ recorded Oct 1, 2026	1-10	8 contacts →
	Exact match “Pilkington Financial Group is a family-owned, independent financial planning firm in Sterling, Colorado, started in 1974 by Curt and Cindy Pilkington.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “investment firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 128 investment firms based in Denver, United States

See the full list, filter by size, metro and specialty, and access 1,496 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Investment firms based in Denver, United States at a glance

As of Oct 1, 2026

63.4%Verified-email coverage

18.4Average contacts per company

1-10Median size (employees)

Oct 1, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

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 128 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

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: Company records associated with Denver, United States whose business descriptions match “investment firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 1,496 professional contacts with verified work emails across the full matched dataset. 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 October 1, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Investment firms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “investment firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 128 company matches for investment firms associated with Denver, United States as of October 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Mercer Advisors tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

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

New York leads the United States with 1,039 company records, followed by Chicago (285) and Dallas (281). Denver has 128.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 1,496 professional contacts with verified work emails tracked across these 128 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on October 1, 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.