Company lists · Data refreshed September 2026

Top 20 Nonprofit investment advisors based in Denver, United States

RevenueBase identified 30 nonprofit investment advisors headquartered in Denver, United States as of September 2026 and tracks 342 professional contacts across them, including 232 with verified work emails. New York is the largest hub.

This list covers nonprofit investment advisors 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
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 nonprofit investment advisors 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 nonprofit investment advisors: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceDenver, CO, United StatesHQ checked Sep 20, 202651-20073 contacts →

Partial evidence

“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.”

Source: RevenueBase Database · checked Sep 20, 2026
2Strong evidenceDenver, CO, United StatesHQ checked Sep 20, 202651-20057 contacts →

Strong evidence

“Monticello Associates is an investment consulting firm that provides non-discretionary investment advisory services to foundations, endowments, and family offices.”

Source: RevenueBase Database · checked Sep 20, 2026
3Strong evidenceDenver, CO, United StatesHQ checked Sep 20, 202651-20048 contacts →

Strong evidence

“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…”

Source: RevenueBase Database · checked Sep 20, 2026
4Strong evidenceDenver, CO, United StatesHQ checked Sep 20, 202611-5042 contacts →

Strong evidence

“Maia Wealth is an independent Registered Investment Advisor (RIA) dedicated to providing comprehensive financial planning and exemplary service to all of our clients.”

Source: RevenueBase Database · checked Sep 20, 2026
5Strong evidenceDenver, CO, United StatesHQ checked Sep 20, 202611-5019 contacts →

Strong evidence

“Syntrinsic Investment Counsel is co-creating a sustainable and generative world that empowers all people by providing investment advice and strategic consulting for nonprofit…”

Source: RevenueBase Database · checked Sep 20, 2026
6Strong evidenceDenver, CO, United StatesHQ checked Sep 20, 202611-5014 contacts →

Strong evidence

“LotusGroup Advisors is a Denver based Registered Investment Advisory (RIA) in the heart of Wash Park.”

Source: RevenueBase Database · checked Sep 20, 2026
7Strong evidenceDenver, CO, United StatesHQ checked Sep 20, 202611-5013 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
8Strong evidenceDenver, CO, United StatesHQ checked Sep 20, 20261-107 contacts →

Strong 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 20, 2026
9Indirect evidenceDenver, CO, United StatesHQ checked Sep 20, 20261-105 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
10Strong evidenceDenver, CO, United StatesHQ checked Sep 20, 20261-105 contacts →

Strong evidence

“Established in 1995, Denver-based Northstar Investment Advisors LLC is an independent registered investment advisor serving individuals and families.”

Source: RevenueBase Database · checked Sep 20, 2026
11Indirect evidenceDenver, CO, United StatesHQ checked Sep 20, 20261-104 contacts →

Indirect evidence

“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.”

Source: RevenueBase Database · checked Sep 20, 2026
12Strong evidenceDenver, CO, United StatesHQ checked Sep 20, 20261-104 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
13Strong evidenceDenver, CO, United StatesHQ checked Sep 20, 20261-104 contacts →

Strong evidence

“Wealth Engineers is a fee-only independent Registered Investment Advisor (RIA) serving clients in Denver, CO, Los Angeles, CA, and throughout the country.”

Source: RevenueBase Database · checked Sep 20, 2026
14Indirect evidenceDenver, CO, United StatesHQ checked Sep 20, 20261-103 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
15Indirect evidenceDenver, CO, United StatesHQ checked Sep 20, 20261-103 contacts →

Indirect evidence

“Integrity Wealth Solutions’ vision is to provide clients with comprehensive wealth management in a fair and equitable manner.”

Source: RevenueBase Database · checked Sep 20, 2026
16Partial evidenceDenver, CO, United StatesHQ checked Sep 20, 20261-102 contacts →

Partial 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
17Partial evidenceDenver, CO, United StatesHQ checked Sep 20, 20261-102 contacts →

Partial evidence

“After 28 years on Wall Street, I founded my own investment firm, Nspire Wealth.”

Source: RevenueBase Database · checked Sep 20, 2026
18Partial evidenceDenver, CO, United StatesHQ checked Sep 20, 20261-101 contacts →

Partial evidence

“XCountry Financial is a national advisory firm based in Denver, Colorado.”

Source: RevenueBase Database · checked Sep 20, 2026
19Partial evidenceDenver, CO, United StatesHQ checked Sep 20, 20261-101 contacts →

Partial evidence

“Aaron Hersch, principal advisor at Denver Wealth Advisors, LLC.”

Source: RevenueBase Database · checked Sep 20, 2026
20Partial evidenceDenver, CO, United StatesHQ checked Sep 20, 20261-101 contacts →

Partial evidence

“A Registered Investment Adviser providing bespoke, sophisticated wealth management services in an accessible and relatable manner for affluent families, and investment-related…”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 20 of 30 nonprofit investment advisors based in Denver, United States

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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)
296.7%Largest-city concentration · New York
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
20
11-50
7
51-200
3

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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among nonprofit investment advisors, 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 “nonprofit investment advisors”. 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 nonprofit investment advisors), 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 nonprofit investment advisors, 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, 232 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.

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

RevenueBase identified 30 nonprofit investment advisors 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?

Innovest Portfolio Solutions, headquartered in Denver, tops this list with the largest team on record.

Which city has the most nonprofit investment advisors?

New York leads with 89 headquartered companies, followed by Boston (46) and Chicago (41).

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 232 verified decision-maker contacts tracked across these 30 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.

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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.