Company lists · Data refreshed September 2026

Top 25 Philanthropic advisory firms based in Denver, United States

Name: Philanthropic advisory 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 74 companies tracked

RevenueBase identified 74 company matches for philanthropic advisory firms associated with Denver, United States as of September 2026 and tracks 478 professional contacts across them, including 230 with verified work emails. Across the United States, New York is the largest hub for this category (272 companies); Denver has 74.

This list covers company matches for philanthropic advisory firms 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

74Companies

478Contacts tracked

230Verified emails

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The 25 largest philanthropic advisory firms based in Denver, United States

Ranked by team size

Top 25 of 74 company matches for philanthropic advisory firms 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	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
2	ZIM Consulting, INC	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	11-50	37 contacts →
	Exact match “ZIM Consulting (ZIM) is a woman-owned, Denver-based, full-service consulting firm that specializes in grant management, strategic planning, and fundraising implementation services…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	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
4	Global Wealth Strategies & Associates - Gws&a	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	18 contacts →
	Exact match “Our mission is to educate and inspire clients where a predictable lifetime of financial security is possible.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Edgerock Wealth Management	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	11-50	15 contacts →
	Exact match “EdgeRock is an independent wealth management firm headquartered in Denver, CO.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Purposeful Planning Institute	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	14 contacts →
	Exact match “Purposeful Planning Institute (PPI) is a nonprofit learning center and professional networking and collaboration platform for advisors and consultants serving families of wealth…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Moore Philanthropy	Exact match	Denver, NY, United StatesHQ recorded Sep 20, 2026	11-50	13 contacts →
	Exact match “Moore Philanthropy is a Black-owned and women-led philanthropic advisory firm, intermediary, and public charity dedicated to providing strategic philanthropic services to…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Make Philanthropy Work	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	13 contacts →
	Exact match “Working together, we can strengthen your fundraising program for immediate and lasting results.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Brown And Company, INC	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	13 contacts →
	Exact match “At Brown and Company, we believe true wealth management goes far beyond investments.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Philanthropy Expert	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	12 contacts →
	Exact match “We provide tailored services to: Corporations, Foundations, Nonprofits, Political Campaigns and Families helping each to optimize and build their investments and resources.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Impact Charitable	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	12 contacts →
	Exact match “As a philanthropic capital intermediary, we bridge funders and communities, designing responsive pathways that unlock and accelerate capital to both nonprofit and for-profit…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	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
13	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
14	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
15	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
16	G&g Consulting Group LLC	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	11-50	7 contacts →
	Exact match “G&G Consulting Group, LLC is a consulting firm that provides financial oversight and business services to small businesses, not for profit organizations, and charter schools in…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	G&s Capital	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	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
19	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
20	Daffodil	Exact match	Denver, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Daffodil brings impact visibility to next-gen philanthropists and their advisors.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	The Kellogg Organization, INC	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	11-50	5 contacts →
	Exact match “High standards of service, planning, organization, continuity, and attention to detail are hallmarks of The Kellogg Organization, Inc.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Anschutz Family Foundation	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Anschutz Family Foundation is a philanthropy company based out of 17Th St, Denver, CO, United States.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	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
24	Vitalfinancialsllc	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Money is simply a tool.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	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

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 “philanthropic advisory firms”. 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 74 philanthropic advisory firms based in Denver, United States

See the full list, filter by size, metro and specialty, and access 230 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Philanthropic advisory firms based in Denver, United States at a glance

As of Sep 20, 2026

48.1%Verified-email coverage

6.5Average 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 74 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 “philanthropic advisory firms” 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 230 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.

Philanthropic advisory firms 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 “philanthropic advisory firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many philanthropic advisory firms are there based in Denver, United States?

RevenueBase identified 74 company matches for philanthropic advisory firms 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?

Monticello Associates 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 philanthropic advisory firms?

New York leads the United States with 272 company records, followed by Chicago (135) and Washington (107). Denver has 74.

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 230 professional contacts with verified work emails tracked across these 74 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.