Company lists · Data refreshed September 2026

Top 25 Low-cost investment advisors based in Denver, United States

Name: Low-cost investment advisors 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 52 companies tracked

RevenueBase identified 52 company matches for low-cost investment advisors associated with Denver, United States as of September 2026 and tracks 200 professional contacts across them, including 77 with verified work emails. Across the United States, New York is the largest hub for this category (93 companies); Denver has 52.

This list covers company matches for low-cost investment advisors 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 September 20, 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 Sep 20, 2026 How this list was built

52Companies

200Contacts tracked

77Verified emails

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The 25 largest low-cost investment advisors based in Denver, United States

Ranked by team size

Top 25 of 52 company matches for low-cost investment advisors based in Denver, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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	Triumph Capital Management	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
2	Synergy Financial Partners	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	16 contacts →
	Exact match “Comprehensive Financial Planning, Insurance, and Investment Services for Individuals, Families, and Small Businesses.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Lotusgroup Advisors	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
4	SHJ Wealth Advisors	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
5	Denver Private Wealth Management	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
6	Pilkington Financial Group	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
7	Investment Security Group	Exact match	Denver, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Renaissance Wealth Management	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “Valuing sincere, trusted relationships, we partner with our clients for life.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Capital Investment Counsel, LLC	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Capital Investment Counsel provides considerable experience to serve our clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Summit Wealth Strategies , LLC	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Essential Investment Partners, LLC	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Wealth Engineers	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Wealth Engineers is a fee-only independent Registered Investment Advisor (RIA) serving clients in Denver, CO, Los Angeles, CA, and throughout the country.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Infinium Investment Advisors, LLC	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Infinium Investment Advisors provides low-cost financial planning and investment management to Technology executives, entrepreneurs, and investors.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Garden Street Financial Group LLC	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Gilpin Wealth Management LLC	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Hoskin Capital	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “We are nationally renowned, award-winning advisors breaking the mold of our highly exclusive industry by providing transparent, accessible investment management to new wealth…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Collier	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “WHO WILL YOU BE ONCE YOU NO LONGER ARE WHAT YOU DID FOR A LIVING?” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Prudent MAN Investment Management, INC	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Simplified Financial	Exact match	Denver, NC, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Simplified Financial, founded in 2018 by Carmen Andrews, is a financial planning firm dedicated to simplifying the process of saving and investing.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Pinnacle Wealth Management Denver, CO	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Investing for your Best Interest We build relationships focused on your best interest using tailored planning and investment advice to help you aim toward your personal and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Kindred Financial LLC	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Kindred Financial is a money management firm serving the needs of investors.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Mcmillan Advisor Multi Family Offices	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Personal Adviser We take pride in knowing each client and take into account all of their financial circumstances.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Denver Wealth Advisors	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Aaron Hersch, principal advisor at Denver Wealth Advisors, LLC.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	Park Hill Financial Planning & Investment Management	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “We provide tax-efficient financial planning and investment management for Denver-based individuals and families” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	Patrick Lynch Financial	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Patrick has more than 25 years’ experience in the financial services industry and has helped thousands of people work towards achieving their financial goals.” Recorded in the RevenueBase company graph · Sep 20, 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 “low-cost investment advisors”. 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 52 low-cost investment advisors based in Denver, United States

See the full list, filter by size, metro and specialty, and access 77 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Low-cost investment advisors based in Denver, United States at a glance

As of Sep 20, 2026

38.5%Verified-email coverage

3.8Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

201-500

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 52 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 “low-cost investment advisors” 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 77 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 September 20, 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.

Low-cost investment advisors 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 “low-cost investment advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many low-cost investment advisors are there based in Denver, United States?

RevenueBase identified 52 company matches for low-cost investment advisors associated with Denver, United States as of September 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?

Triumph Capital Management 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 low-cost investment advisors?

New York leads the United States with 93 company records, followed by Houston (72) and San Diego (65). Denver has 52.

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 77 professional contacts with verified work emails tracked across these 52 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 September 20, 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.