Company lists · Data refreshed September 2026

Top 25 Investment management firms based in Denver, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 67 companies tracked

RevenueBase identified 67 investment management firms headquartered in Denver, United States as of September 2026 and tracks 1,854 professional contacts across them, including 1,208 with verified work emails. New York is the largest hub.

This list covers investment management 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, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 20, 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 20, 2026 86% judged on-target in blind review

67Companies

1,854Contacts tracked

1,208Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest investment management firms based in Denver, United States

Ranked by team size

Top 25 of 67 investment management firms based in Denver, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to investment management 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Mercer Advisors	Indirect evidence	Denver, CO, United StatesHQ checked Sep 20, 2026	501-1,000	1,434 contacts →
	Indirect evidence “Are you looking to amplify and simplify your financial life?” Source: RevenueBase Database · checked Sep 20, 2026
2	Shelton Capital Management	Strong evidence	Denver, CO, United StatesHQ checked Sep 20, 2026	11-50	54 contacts →
	Strong evidence “Shelton Capital Management (Shelton) is a boutique investment firm that helps investors pursue their financial goals through tailored investment solutions and human-centric…” Source: RevenueBase Database · checked Sep 20, 2026
3	IPS Strategic Capital	Partial evidence	Denver, CO, United StatesHQ checked Sep 20, 2026	1-10	24 contacts →
	Partial evidence “Dominick Paoloni, Founder and Chief Investment Officer (CIO) of IPS Strategic Capital, has dedicated over 30 years to the investment community.” Source: RevenueBase Database · checked Sep 20, 2026
4	IMA Investment Management Associates	Strong evidence	Denver, CO, United StatesHQ checked Sep 20, 2026	1-10	23 contacts →
	Strong evidence “IMA provides personal investment management services to individual and institutional clients through separately managed accounts.” Source: RevenueBase Database · checked Sep 20, 2026
5	Triumph Capital Management	Partial evidence	Denver, CO, United StatesHQ checked Sep 20, 2026	11-50	17 contacts →
	Partial evidence “We are an independently registered investment advisory firm located in the heart of Denver, Colorado.” Source: RevenueBase Database · checked Sep 20, 2026
6	Edgerock Wealth Management	Partial evidence	Denver, CO, United StatesHQ checked Sep 20, 2026	11-50	15 contacts →
	Partial evidence “EdgeRock is an independent wealth management firm headquartered in Denver, CO.” Source: RevenueBase Database · checked Sep 20, 2026
7	SHJ Wealth Advisors	Strong evidence	Denver, CO, United StatesHQ checked Sep 20, 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 20, 2026
8	Brown And Company, INC	Strong evidence	Denver, CO, United StatesHQ checked Sep 20, 2026	1-10	13 contacts →
	Strong evidence “At Brown and Company, we believe true wealth management goes far beyond investments.” Source: RevenueBase Database · checked Sep 20, 2026
9	Meketa Capital	Strong evidence	Denver, CO, United StatesHQ checked Sep 20, 2026	201-500	12 contacts →
	Strong evidence “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: RevenueBase Database · checked Sep 20, 2026
10	Denver Private Wealth Management	Partial evidence	Denver, CO, United StatesHQ checked Sep 20, 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 20, 2026
11	Investment Security Group	Partial evidence	Denver, United StatesHQ checked Sep 20, 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 20, 2026
12	G&s Capital	Indirect evidence	Denver, CO, United StatesHQ checked Sep 20, 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 20, 2026
13	American Portfolios Denver	Indirect evidence	Denver, CO, United StatesHQ checked Sep 20, 2026	11-50	6 contacts →
	Indirect evidence “Using our innovative GlidePath Method,™ American Portfolios Denver is the valued financial partner of successful business owners, individuals, and multi-generational families.” Source: RevenueBase Database · checked Sep 20, 2026
14	Capital Investment Counsel, LLC	Partial evidence	Denver, CO, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Partial evidence “Capital Investment Counsel provides considerable experience to serve our clients.” Source: RevenueBase Database · checked Sep 20, 2026
15	Mainline West LLC	Partial evidence	Denver, CO, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Partial evidence “As an independent investment firm, MainLine West, through its Registered Investment Adviser, Mainline West Fund Manager, LLC (the “RIA”), offers powerful levels of insight and…” Source: RevenueBase Database · checked Sep 20, 2026
16	Elevate Wealth Management	Partial evidence	Denver, CO, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Partial evidence “Elevate Wealth Management is a financial planning team with a combined 90 years of experience.” Source: RevenueBase Database · checked Sep 20, 2026
17	Essential Investment Partners, LLC	Strong evidence	Denver, CO, United StatesHQ checked Sep 20, 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 20, 2026
18	Garden Street Financial Group LLC	Partial evidence	Denver, CO, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Partial 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 20, 2026
19	Noble Wealth Partners	Partial evidence	Denver, CO, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Partial evidence “Noble Wealth Partners is an independent wealth management boutique specializing in financial planning, global asset management, financial advisory, risk management, tax planning…” Source: RevenueBase Database · checked Sep 20, 2026
20	Guava Capital	Partial evidence	Denver, CO, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Partial evidence “Guava Capital is an investment firm based in Denver, CO” Source: RevenueBase Database · checked Sep 20, 2026
21	O'donnell Wealth Management	Indirect evidence	Denver, CO, United StatesHQ checked Sep 20, 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 20, 2026
22	Collier	Indirect evidence	Denver, CO, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “WHO WILL YOU BE ONCE YOU NO LONGER ARE WHAT YOU DID FOR A LIVING?” Source: RevenueBase Database · checked Sep 20, 2026
23	5280 Associates Wealth Management	Partial evidence	Denver, CO, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Partial evidence “5280 Associates Wealth Management is a company based out of DENVER, CO, United States.” Source: RevenueBase Database · checked Sep 20, 2026
24	Altius Financial INC	Strong evidence	Denver, CO, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Strong evidence “ALTIUS Financial Inc is an investment management company based out of S Harrison St # 810, Denver, Colorado, United States.” Source: RevenueBase Database · checked Sep 20, 2026
25	Joseph S. Sturniolo & Associates, INC	Partial evidence	Denver, CO, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Partial evidence “We provide comprehensive financial planning and wealth management services for every stage of the journey but particularly accumulating for and managing resources in retirement.” Source: RevenueBase Database · checked Sep 20, 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 management firms. 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 management firms.
Partial evidence: Its own public description names part of investment management firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment management firms. 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 67 investment management firms based in Denver, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 1,208 reachable decision-makers.

Free signup · no credit card

View the full list →

Investment management firms based in Denver, United States at a glance

As of Sep 20, 2026

65.2%Verified-email coverage

27.7Average contacts per company

1-10Median size (employees)

519.4%Largest-city concentration · New York

Sep 20, 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 67 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 management 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 Denver, United States whose own description of what they do matches “investment management 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 management 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 management 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 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, 1,208 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 20, 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 management 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 management 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 management firms are there based in Denver, United States?

RevenueBase identified 67 investment management 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 management firms?

New York leads with 348 headquartered companies, followed by Chicago (141) and Atlanta (122).

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 1,208 verified decision-maker contacts tracked across these 67 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 20, 2026.

Ready to reach these companies? Verified emails and direct dials for all 67 investment management firms based in Denver, United States. Start with a free account, no credit card.

Download this list →

Related lists

Investment management firms by geography

Browse the directory

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.