Company lists · Data refreshed September 2026

Top 25 Millennial wealth management companies based in Denver, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 65 companies tracked

RevenueBase identified 65 millennial wealth management companies headquartered in Denver, United States as of September 2026 and tracks 786 professional contacts across them, including 438 with verified work emails. New York is the largest hub.

This list covers millennial wealth management companies 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 17, 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 17, 2026 86% judged on-target in blind review

65Companies

786Contacts tracked

438Verified emails

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The 25 largest millennial wealth management companies based in Denver, United States

Ranked by team size

Top 25 of 65 millennial wealth management companies based in Denver, United States, ranked by team size, largest first. Data refreshed Sep 17, 2026. RevenueBase Smart Search rates how each company's information relates to millennial wealth management companies: 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	First Western Trust	Partial evidence	Denver, CO, United StatesHQ checked Sep 17, 2026	201-500	420 contacts →
	Partial evidence “We are the trusted expert that wealth creators in the West turn to at every stage of their financial journey – bringing private banking sophistication, deep community roots, and…” Source: RevenueBase Database · checked Sep 17, 2026
2	GHP Investment Advisors, INC	Strong evidence	Denver, CO, United StatesHQ checked Sep 17, 2026	11-50	35 contacts →
	Strong evidence “GHP Investment Advisors provides wealth management services to individuals and families.” Source: RevenueBase Database · checked Sep 17, 2026
3	IMA Investment Management Associates	Partial evidence	Denver, CO, United StatesHQ checked Sep 17, 2026	1-10	23 contacts →
	Partial evidence “IMA provides personal investment management services to individual and institutional clients through separately managed accounts.” Source: RevenueBase Database · checked Sep 17, 2026
4	Destiny Capital	Indirect evidence	Denver, CO, United StatesHQ checked Sep 17, 2026	11-50	17 contacts →
	Indirect evidence “At Destiny Capital, we empower entrepreneurs and retirees to take control of their financial journey while forging ahead with greater clarity, confidence, and purpose.” Source: RevenueBase Database · checked Sep 17, 2026
5	Gill Capital Partners	Indirect evidence	Denver, CO, United StatesHQ checked Sep 17, 2026	11-50	15 contacts →
	Indirect evidence “At Gill Capital Partners, we want you to understand the Capital Difference.” Source: RevenueBase Database · checked Sep 17, 2026
6	Private Capital Management, LLC	Strong evidence	Denver, CO, United StatesHQ checked Sep 17, 2026	11-50	13 contacts →
	Strong evidence “At Private Capital Management our goal is to provide you the peace of mind that comes from knowing your wealth management strategy has been properly developed and your financial…” Source: RevenueBase Database · checked Sep 17, 2026
7	SHJ Wealth Advisors	Strong evidence	Denver, CO, United StatesHQ checked Sep 17, 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 17, 2026
8	Brown And Company, INC	Strong evidence	Denver, CO, United StatesHQ checked Sep 17, 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 17, 2026
9	Paragon Capital Management	Partial evidence	Denver, CO, United StatesHQ checked Sep 17, 2026	1-10	7 contacts →
	Partial evidence “Paragon Capital Management is a financial advisor and investment management serving high-net-worth families and retirees since 1990.” Source: RevenueBase Database · checked Sep 17, 2026
10	Investment Security Group	Indirect evidence	Denver, United StatesHQ checked Sep 17, 2026	1-10	7 contacts →
	Indirect 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 17, 2026
11	G&s Capital	Indirect evidence	Denver, CO, United StatesHQ checked Sep 17, 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 17, 2026
12	American Portfolios Denver	Indirect evidence	Denver, CO, United StatesHQ checked Sep 17, 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 17, 2026
13	Capital Investment Counsel, LLC	Indirect evidence	Denver, CO, United StatesHQ checked Sep 17, 2026	1-10	5 contacts →
	Indirect evidence “Capital Investment Counsel provides considerable experience to serve our clients.” Source: RevenueBase Database · checked Sep 17, 2026
14	Elevate Wealth Management	Strong evidence	Denver, CO, United StatesHQ checked Sep 17, 2026	1-10	5 contacts →
	Strong evidence “Elevate Wealth Management is a financial planning team with a combined 90 years of experience.” Source: RevenueBase Database · checked Sep 17, 2026
15	Keystone Global Partners	Strong evidence	Denver, CO, United StatesHQ checked Sep 17, 2026	1-10	4 contacts →
	Strong evidence “Keystone Global Partners is an independent private wealth management firm serving startup founders, entrepreneurs, and ultra-high-net-worth families.” Source: RevenueBase Database · checked Sep 17, 2026
16	The Kelly & Wohlner Group	Strong evidence	Denver, CO, United StatesHQ checked Sep 17, 2026	1-10	4 contacts →
	Strong evidence “The Kelly & Wohlner Group is a boutique, private wealth management practice, providing comprehensive financial consultation and sophisticated portfolio management services to…” Source: RevenueBase Database · checked Sep 17, 2026
17	Essential Investment Partners, LLC	Strong evidence	Denver, CO, United StatesHQ checked Sep 17, 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 17, 2026
18	Infinium Investment Advisors, LLC	Partial evidence	Denver, CO, United StatesHQ checked Sep 17, 2026	1-10	4 contacts →
	Partial evidence “Infinium Investment Advisors provides low-cost financial planning and investment management to Technology executives, entrepreneurs, and investors.” Source: RevenueBase Database · checked Sep 17, 2026
19	Garden Street Financial Group LLC	Indirect evidence	Denver, CO, United StatesHQ checked Sep 17, 2026	1-10	4 contacts →
	Indirect 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 17, 2026
20	Grok Wealth	Partial evidence	Denver, CO, United StatesHQ checked Sep 17, 2026	1-10	3 contacts →
	Partial evidence “I work with a select number of clients that are in or near retirement and help them protect their wealth using the Grok process.” Source: RevenueBase Database · checked Sep 17, 2026
21	Noble Wealth Partners	Strong evidence	Denver, CO, United StatesHQ checked Sep 17, 2026	1-10	3 contacts →
	Strong 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 17, 2026
22	Hoskin Capital	Strong evidence	Denver, CO, United StatesHQ checked Sep 17, 2026	1-10	3 contacts →
	Strong evidence “We are nationally renowned, award-winning advisors breaking the mold of our highly exclusive industry by providing transparent, accessible investment management to new wealth…” Source: RevenueBase Database · checked Sep 17, 2026
23	Focused Alpha Wealth Management	Strong evidence	Denver, CO, United StatesHQ checked Sep 17, 2026	1-10	3 contacts →
	Strong evidence “Focused Alpha is a: boutique wealth management firm that serves successful individuals, flourishing businesses, and passionate not-for-profits empowering, and helping them achive…” Source: RevenueBase Database · checked Sep 17, 2026
24	O'donnell Wealth Management	Indirect evidence	Denver, CO, United StatesHQ checked Sep 17, 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 17, 2026
25	Collier	Indirect evidence	Denver, CO, United StatesHQ checked Sep 17, 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 17, 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: millennial wealth management companies. 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 millennial wealth management companies.
Partial evidence: Its own public description names part of millennial wealth management companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name millennial wealth management companies. 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 65 millennial wealth management companies based in Denver, United States

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Millennial wealth management companies based in Denver, United States at a glance

As of Sep 17, 2026

55.7%Verified-email coverage

12.1Average contacts per company

1-10Median size (employees)

313.8%Largest-city concentration · New York

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 65 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 millennial wealth management companies, 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 “millennial wealth management companies”. 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 millennial wealth management companies), 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 millennial wealth management companies, 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, 438 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 17, 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.

Millennial wealth management companies 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 millennial wealth management companies, 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 millennial wealth management companies are there based in Denver, United States?

RevenueBase identified 65 millennial wealth management companies 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?

First Western Trust, headquartered in Denver, tops this list with the largest team on record.

Which city has the most millennial wealth management companies?

New York leads with 204 headquartered companies, followed by Atlanta (103) and Houston (83).

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 438 verified decision-maker contacts tracked across these 65 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 17, 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.