Company lists · Data refreshed September 2026
Top 25 Philanthropic advisory firms based in Denver, United States
RevenueBase identified 74 philanthropic advisory firms headquartered in Denver, United States as of September 2026 and tracks 478 professional contacts across them, including 230 with verified work emails. New York is the largest hub.
This list covers philanthropic advisory firms 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.
The 25 largest philanthropic advisory firms based in Denver, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 57 contacts → | ||||
Partial 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, 2026Thanks. The Data Team will review it. | |||||
| 2 | 37 contacts → | ||||
Indirect evidence “ZIM Consulting (ZIM) is a woman-owned, Denver-based, full-service consulting firm that specializes in grant management, strategic planning, and fundraising implementation services…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 3 | 19 contacts → | ||||
Indirect 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, 2026Thanks. The Data Team will review it. | |||||
| 4 | 18 contacts → | ||||
Indirect evidence “Our mission is to educate and inspire clients where a predictable lifetime of financial security is possible.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 5 | 15 contacts → | ||||
Indirect evidence “EdgeRock is an independent wealth management firm headquartered in Denver, CO.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 6 | 14 contacts → | ||||
Partial evidence “Purposeful Planning Institute (PPI) is a nonprofit learning center and professional networking and collaboration platform for advisors and consultants serving families of wealth…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 7 | 13 contacts → | ||||
Strong evidence “Moore Philanthropy is a Black-owned and women-led philanthropic advisory firm, intermediary, and public charity dedicated to providing strategic philanthropic services to…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 8 | 13 contacts → | ||||
Indirect evidence “Working together, we can strengthen your fundraising program for immediate and lasting results.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 9 | 13 contacts → | ||||
Indirect evidence “At Brown and Company, we believe true wealth management goes far beyond investments.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 10 | 12 contacts → | ||||
Indirect evidence “We provide tailored services to: Corporations, Foundations, Nonprofits, Political Campaigns and Families helping each to optimize and build their investments and resources.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 11 | 12 contacts → | ||||
Partial evidence “As a philanthropic capital intermediary, we bridge funders and communities, designing responsive pathways that unlock and accelerate capital to both nonprofit and for-profit…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 12 | 11 contacts → | ||||
Partial evidence “Denver Private Wealth Management, is a client-focused, full-service wealth management advisory firm created to meet the unique needs of our clients.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 13 | 8 contacts → | ||||
Indirect evidence “Pilkington Financial Group is a family-owned, independent financial planning firm in Sterling, Colorado, started in 1974 by Curt and Cindy Pilkington.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 14 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 15 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 16 | 7 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 17 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 18 | 6 contacts → | ||||
Indirect evidence “Valuing sincere, trusted relationships, we partner with our clients for life.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 19 | 5 contacts → | ||||
Indirect evidence “Capital Investment Counsel provides considerable experience to serve our clients.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 20 | 5 contacts → | ||||
Strong evidence “Daffodil brings impact visibility to next-gen philanthropists and their advisors.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 21 | 5 contacts → | ||||
Indirect evidence “High standards of service, planning, organization, continuity, and attention to detail are hallmarks of The Kellogg Organization, Inc.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 22 | 5 contacts → | ||||
Partial evidence “Anschutz Family Foundation is a philanthropy company based out of 17Th St, Denver, CO, United States.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 23 | 4 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, 2026Thanks. The Data Team will review it. | |||||
| 24 | 4 contacts → | ||||
Indirect evidence “Money is simply a tool.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 25 | 4 contacts → | ||||
Partial 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, 2026Thanks. The Data Team will review it. | |||||
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: philanthropic advisory firms. 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 philanthropic advisory firms.
- Partial evidence
- Its own public description names part of philanthropic advisory firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name philanthropic advisory firms. 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 74 philanthropic advisory firms based in Denver, United States
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Philanthropic advisory firms based in Denver, United States at a glance
As of Sep 20, 2026Companies by employee count
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
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among philanthropic advisory firms, 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 “philanthropic advisory firms”. 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 philanthropic advisory firms), 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 philanthropic advisory firms, 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, 230 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.
Philanthropic advisory firms by metro in the United States
- Philanthropic advisory firms in New York272
- Philanthropic advisory firms in Chicago135
- Philanthropic advisory firms in Washington107
- Philanthropic advisory firms in Atlanta100
- Philanthropic advisory firms in Boston96
- Philanthropic advisory firms in Los Angeles91
- Philanthropic advisory firms in San Francisco85
- Philanthropic advisory firms in Dallas81
- Philanthropic advisory firms in Houston77
- Philanthropic advisory firms in Denver74
- Philanthropic advisory firms in San Diego74
- Philanthropic advisory firms in Austin72
- Philanthropic advisory firms in Seattle56
- Philanthropic advisory firms in Miami55
- Philanthropic advisory firms in Minneapolis50
- Philanthropic advisory firms in Indianapolis49
- Philanthropic advisory firms in Scottsdale43
- Philanthropic advisory firms in Cincinnati42
- Philanthropic advisory firms in Charlotte41
- Philanthropic advisory firms in Philadelphia40
- Philanthropic advisory firms in Phoenix39
- Philanthropic advisory firms in Portland39
- Philanthropic advisory firms in Richmond33
- Philanthropic advisory firms in Overland Park32
- Philanthropic advisory firms in Birmingham30
- Philanthropic advisory firms in Colorado Springs30
- Philanthropic advisory firms in Greenville30
- Philanthropic advisory firms in Columbus29
- Philanthropic advisory firms in Pittsburgh29
- Philanthropic advisory firms in Tampa29
- Philanthropic advisory firms in Las Vegas28
- Philanthropic advisory firms in Raleigh27
- Philanthropic advisory firms in San Antonio27
- Philanthropic advisory firms in Irvine26
- Philanthropic advisory firms in Newport Beach26
- Philanthropic advisory firms in Omaha26
- Philanthropic advisory firms in Rochester26
- Philanthropic advisory firms in Columbia25
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 philanthropic advisory firms, 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 philanthropic advisory firms are there based in Denver, United States?
RevenueBase identified 74 philanthropic advisory firms 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?
Monticello Associates, headquartered in Denver, tops this list with the largest team on record.
Which city has the most philanthropic advisory firms?
New York leads with 272 headquartered companies, followed by Chicago (135) and Washington (107).
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 230 verified decision-maker contacts tracked across these 74 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.
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