Company lists · Data refreshed September 2026

Top 25 Portfolio management companies based in Denver, United States

Name: Portfolio 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 20, 2026 66 companies tracked

RevenueBase identified 66 company matches for portfolio management companies associated with Denver, United States as of September 2026 and tracks 1,728 professional contacts across them, including 1,170 with verified work emails. Across the United States, New York is the largest hub for this category (289 companies); Denver has 66.

This list covers company matches for portfolio management companies 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

66Companies

1,728Contacts tracked

1,170Verified emails

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The 25 largest portfolio management companies based in Denver, United States

Ranked by team size

Top 25 of 66 company matches for portfolio management companies 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	Mercer Advisors	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	501-1,000	1,434 contacts →
	Exact match “Are you looking to amplify and simplify your financial life?” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	IPS Strategic Capital	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	24 contacts →
	Exact match “Dominick Paoloni, Founder and Chief Investment Officer (CIO) of IPS Strategic Capital, has dedicated over 30 years to the investment community.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	IMA Investment Management Associates	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	23 contacts →
	Exact match “IMA provides personal investment management services to individual and institutional clients through separately managed accounts.” 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	Triumph Capital Management	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	11-50	17 contacts →
	Exact match “We are an independently registered investment advisory firm located in the heart of Denver, Colorado.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	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
7	Meketa Capital	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	201-500	12 contacts →
	Exact match “Meketa Capital is an asset management firm focused on expanding access to private market investments without the complexity of subscription documents, high investment minimums…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	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
9	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
10	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
11	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
12	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
13	American Portfolios Denver	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	11-50	6 contacts →
	Exact match “Using our innovative GlidePath Method,™ American Portfolios Denver is the valued financial partner of successful business owners, individuals, and multi-generational families.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	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
15	Elevate Wealth Management	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Elevate Wealth Management is a financial planning team with a combined 90 years of experience.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	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
17	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
18	Garden Street Financial Group LLC	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Noble Wealth Partners	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Noble Wealth Partners is an independent wealth management boutique specializing in financial planning, global asset management, financial advisory, risk management, tax planning…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Guava Capital	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Guava Capital is an investment firm based in Denver, CO” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	O'donnell Wealth Management	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “OWM brings integrity and intelligence to bear in our development of strategies that serve the best interests of our clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Collier	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “WHO WILL YOU BE ONCE YOU NO LONGER ARE WHAT YOU DID FOR A LIVING?” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	5280 Associates Wealth Management	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “5280 Associates Wealth Management is a company based out of DENVER, CO, United States.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	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
25	Joseph S. Sturniolo & Associates, INC	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “We provide comprehensive financial planning and wealth management services for every stage of the journey but particularly accumulating for and managing resources in retirement.” 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 “portfolio management companies”. 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 66 portfolio management companies based in Denver, United States

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Portfolio management companies based in Denver, United States at a glance

As of Sep 20, 2026

67.7%Verified-email coverage

26.2Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

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 66 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 “portfolio management companies” 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 1,170 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.

Portfolio management companies 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 “portfolio management companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many portfolio management companies are there based in Denver, United States?

RevenueBase identified 66 company matches for portfolio management companies 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?

Mercer Advisors 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 portfolio management companies?

New York leads the United States with 289 company records, followed by Chicago (137) and Atlanta (116). Denver has 66.

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 1,170 professional contacts with verified work emails tracked across these 66 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.