Company lists · Data refreshed September 2026

Top 20 Nonprofit investment advisors based in Denver, United States

Name: Nonprofit 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 30 companies tracked

RevenueBase identified 30 company matches for nonprofit investment advisors associated with Denver, United States as of September 2026 and tracks 342 professional contacts across them, including 232 with verified work emails. Across the United States, New York is the largest hub for this category (89 companies); Denver has 30.

This list covers company matches for nonprofit 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

30Companies

342Contacts tracked

232Verified emails

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The 20 largest nonprofit investment advisors based in Denver, United States

Ranked by team size

Top 20 of 30 company matches for nonprofit 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	Innovest Portfolio Solutions	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	51-200	73 contacts →
	Exact match “More than an investment firm, Innovest is a trailblazer, a steward, and a true innovator serving clients from our offices in Colorado, California, Florida, and Georgia.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Monticello Associates	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
3	Public Trust Advisors, LLC	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
4	Maia Wealth	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	11-50	42 contacts →
	Exact match “Maia Wealth is an independent Registered Investment Advisor (RIA) dedicated to providing comprehensive financial planning and exemplary service to all of our clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Syntrinsic	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	11-50	19 contacts →
	Exact match “Syntrinsic Investment Counsel is co-creating a sustainable and generative world that empowers all people by providing investment advice and strategic consulting for nonprofit…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	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
7	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
8	Paragon Capital Management	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “Paragon Capital Management is a financial advisor and investment management serving high-net-worth families and retirees since 1990.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	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
10	Northstar Investment Advisors LLC	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Established in 1995, Denver-based Northstar Investment Advisors LLC is an independent registered investment advisor serving individuals and families.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Hoplin Jackson Charitable Advisors Give JOY	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Hoplin Jackson's premise is simple: We want to help our clients be as strategic and effective giving away their wealth as they were creating it.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	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
13	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
14	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
15	Integrity Wealth Solutions	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Integrity Wealth Solutions’ vision is to provide clients with comprehensive wealth management in a fair and equitable manner.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Altius Financial INC	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “ALTIUS Financial Inc is an investment management company based out of S Harrison St # 810, Denver, Colorado, United States.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Nspire Wealth	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “After 28 years on Wall Street, I founded my own investment firm, Nspire Wealth.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Xcountry Financial	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “XCountry Financial is a national advisory firm based in Denver, Colorado.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	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
20	Third DAY Capital Management	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “A Registered Investment Adviser providing bespoke, sophisticated wealth management services in an accessible and relatable manner for affluent families, and investment-related…” 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 “nonprofit 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 20 of 30 nonprofit investment advisors based in Denver, United States

See the full list, filter by size, metro and specialty, and access 232 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Nonprofit investment advisors based in Denver, United States at a glance

As of Sep 20, 2026

67.8%Verified-email coverage

11.4Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 30 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 “nonprofit 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 232 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.

Nonprofit 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 “nonprofit investment advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 30 company matches for nonprofit 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?

Innovest Portfolio Solutions 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 nonprofit investment advisors?

New York leads the United States with 89 company records, followed by Boston (46) and Chicago (41). Denver has 30.

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 232 professional contacts with verified work emails tracked across these 30 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.