Company lists · Data refreshed September 2026

Top 25 Portfolio management consultants based in Colorado Springs, United States

Name: Portfolio management consultants based in Colorado Springs, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 48 companies tracked

RevenueBase identified 48 portfolio management consultants headquartered in Colorado Springs, United States as of September 2026 and tracks 306 professional contacts across them, including 146 with verified work emails. Across the United States, New York is the largest hub for this category (604 companies); Colorado Springs has 48.

This list covers portfolio management consultants headquartered in Colorado Springs, 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 29, 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 29, 2026 86% judged on-target in blind review

48Companies

306Contacts tracked

146Verified emails

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The 25 largest portfolio management consultants based in Colorado Springs, United States

Ranked by team size

Top 25 of 48 portfolio management consultants based in Colorado Springs, United States, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to portfolio management consultants: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Summit Wealth Group	Partial evidence	Colorado Springs, CO, United StatesHQ checked Sep 29, 2026	51-200	59 contacts →
	Partial evidence “Summit Wealth Group is an independent wealth management firm whose vision was born out of a simple desire to enable clients to reach their fullest financial and personal potential.” Source: RevenueBase Database · checked Sep 29, 2026
2	Strategic Financial Partners	Indirect evidence	Colorado Springs, CO, United StatesHQ checked Sep 29, 2026	11-50	20 contacts →
	Indirect evidence “We want to be more than your financial services professional; We want to be your financial partner.” Source: RevenueBase Database · checked Sep 29, 2026
3	Millennium Financial Group	Indirect evidence	Colorado Springs, CO, United StatesHQ checked Sep 29, 2026	1-10	16 contacts →
	Indirect evidence “Millennium Financial Group offers comprehensive financial services providing long-term, personalized financial blue-print that provides a personal peace of mind.” Source: RevenueBase Database · checked Sep 29, 2026
4	Cascade Investment Group, INC	Indirect evidence	Colorado Springs, CO, United StatesHQ checked Sep 29, 2026	1-10	15 contacts →
	Indirect evidence “We are investment professionals, with over 100 years of combined investment experience, who have established an investment firm that puts the interests of the client and…” Source: RevenueBase Database · checked Sep 29, 2026
5	Aspen Creek Wealth Strategies	Indirect evidence	Colorado Springs, CO, United StatesHQ checked Sep 29, 2026	11-50	13 contacts →
	Indirect evidence “Aspen Creek Wealth Strategies is a company based out of PO Box 762 Gainesville, TX 76241” Source: RevenueBase Database · checked Sep 29, 2026
6	Integrity Wealth Advisors	Indirect evidence	Colorado Springs, CO, United StatesHQ checked Sep 29, 2026	11-50	12 contacts →
	Indirect evidence “Our vision is your success When it comes to managing wealth, many people feel overwhelmed or frustrated with an overly complex system that is changing constantly.” Source: RevenueBase Database · checked Sep 29, 2026
7	Everoak Wealth CO	Partial evidence	Colorado Springs, CO, United StatesHQ checked Sep 29, 2026	11-50	12 contacts →
	Partial evidence “Financial Planning, Asset Management, Corporate Asset Management, Retirement Plan Consulting, Business Exit Planning, Tax Strategy & Planning Certain individuals associated with…” Source: RevenueBase Database · checked Sep 29, 2026
8	Intergy Private Wealth	Indirect evidence	Colorado Springs, CO, United StatesHQ checked Sep 29, 2026	1-10	9 contacts →
	Indirect evidence “Intergy Private Wealth was founded in 2021 by Mark Perrault, CFP®, RICP®, MBA, and Charlie Dunn, CFP®, RICP®, whose partnership began formally in 2016.” Source: RevenueBase Database · checked Sep 29, 2026
9	Confidence Financial Partners	Indirect evidence	Colorado Springs, CO, United StatesHQ checked Sep 29, 2026	1-10	9 contacts →
	Indirect evidence “At Confidence Financial Partners, we empower you to live your best life with confidence, freedom, and purpose.” Source: RevenueBase Database · checked Sep 29, 2026
10	Corundum Group	Indirect evidence	Colorado Springs, CO, United StatesHQ checked Sep 29, 2026	11-50	9 contacts →
	Indirect evidence “At The Corundum Group, we provide an integrated approach to your financial world that starts with understanding you.” Source: RevenueBase Database · checked Sep 29, 2026
11	Sovereign Wealth Strategies Group	Partial evidence	Colorado Springs, CO, United StatesHQ checked Sep 29, 2026	11-50	8 contacts →
	Partial evidence “Our mission is to offer world class financial planning, wealth management, and client service support to help our clients achieve financial well-being and accomplish their most…” Source: RevenueBase Database · checked Sep 29, 2026
12	Imperium Capital	Indirect evidence	Colorado Springs, CO, United StatesHQ checked Sep 29, 2026	1-10	6 contacts →
	Indirect evidence “Providing planning services for closely held businesses, business owners, and their families.” Source: RevenueBase Database · checked Sep 29, 2026
13	Bennco Advisors	Indirect evidence	Colorado Springs, CO, United StatesHQ checked Sep 29, 2026	1-10	5 contacts →
	Indirect evidence “At Bennco, we help individuals and families plan for retirement in a way that feels clear and personal.” Source: RevenueBase Database · checked Sep 29, 2026
14	Nvest Advisors, LLC	Partial evidence	Colorado Springs, CO, United StatesHQ checked Sep 29, 2026	1-10	5 contacts →
	Partial evidence “nVest Advisors is a family-owned RIA firm in Colorado offering world-class investment management and financial planning services for individuals, families, and small businesses…” Source: RevenueBase Database · checked Sep 29, 2026
15	Swan Wealth Management	Partial evidence	Colorado Springs, CO, United StatesHQ checked Sep 29, 2026	1-10	5 contacts →
	Partial evidence “Swan Wealth Management, a Wealth Management located in Colorado Springs, CO is, dedicated to helping our clients achieve a more secure secure financial future.” Source: RevenueBase Database · checked Sep 29, 2026
16	Capstone Investment Financial Group	Indirect evidence	Colorado Springs, CO, United StatesHQ checked Sep 29, 2026	11-50	4 contacts →
	Indirect evidence “Capstone built our reputation on friendly service, impeccable honesty, and respect for every client.” Source: RevenueBase Database · checked Sep 29, 2026
17	Resolute Independent Advisors	Indirect evidence	Colorado Springs, CO, United StatesHQ checked Sep 29, 2026	11-50	4 contacts →
	Indirect evidence “Resolute Investment Advisors, LLC (RIA) is an independent-minded financial advisory practice dedicated to serving sophisticated, high-net-worth families in a fiduciary…” Source: RevenueBase Database · checked Sep 29, 2026
18	Credentialed Wealth Advisors	Indirect evidence	Colorado Springs, CO, United StatesHQ checked Sep 29, 2026	1-10	4 contacts →
	Indirect evidence “It's more than money.” Source: RevenueBase Database · checked Sep 29, 2026
19	ID Wealth	Indirect evidence	Colorado Springs, CO, United StatesHQ checked Sep 29, 2026	1-10	3 contacts →
	Indirect evidence “From keep-it-simple to private wealth plans, our clients span the gamut and so do our investing tools.” Source: RevenueBase Database · checked Sep 29, 2026
20	Intentional Wealth Strategies	Indirect evidence	Colorado Springs, CO, United StatesHQ checked Sep 29, 2026	1-10	2 contacts →
	Indirect evidence “Intentional Wealth Strategies, based in Colorado Springs, Colorado, is a Registered Investment Advisor (RIA) dedicated to empowering families, individuals, and institutions…” Source: RevenueBase Database · checked Sep 29, 2026
21	Kassira Wealth Management	Indirect evidence	Colorado Springs, CO, United StatesHQ checked Sep 29, 2026	1-10	2 contacts →
	Indirect evidence “Financial Success does not happen by accident.” Source: RevenueBase Database · checked Sep 29, 2026
22	Motivus Wealth Management	Indirect evidence	Colorado Springs, CO, United StatesHQ checked Sep 29, 2026	1-10	2 contacts →
	Indirect evidence “Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.” Source: RevenueBase Database · checked Sep 29, 2026
23	Mont Wealth	Indirect evidence	Colorado Springs, CO, United StatesHQ checked Sep 29, 2026	1-10	2 contacts →
	Indirect evidence “At Mont Wealth, skilled financial planners and investment executives provide you with the necessary leadership, information, and knowledge to navigate the complex and evolving…” Source: RevenueBase Database · checked Sep 29, 2026
24	Cobalt Private Wealth	Partial evidence	Colorado Springs, CO, United StatesHQ checked Sep 29, 2026	1-10	2 contacts →
	Partial evidence “Cobalt Private Wealth offers comprehensive wealth management to help clients grow, manage and protect their wealth.” Source: RevenueBase Database · checked Sep 29, 2026
25	Papa Wealth Management-Co Springs- Mike Papa	Partial evidence	Colorado Springs, CO, United StatesHQ checked Sep 29, 2026	1-10	1 contacts →
	Partial evidence “WHAT IS PAPA WEALTH MANAGEMENT?” Source: RevenueBase Database · checked Sep 29, 2026

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: portfolio management consultants. 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 portfolio management consultants.
Partial evidence: Its own public description names part of portfolio management consultants, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name portfolio management consultants. 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 48 portfolio management consultants based in Colorado Springs, United States

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Portfolio management consultants based in Colorado Springs, United States at a glance

As of Sep 29, 2026

47.7%Verified-email coverage

6.4Average contacts per company

1-10Median size (employees)

Sep 29, 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 Colorado Springs, so it is reported there. Company counts and contact totals on this page are exact for Colorado Springs, over 48 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 portfolio management consultants, 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 Colorado Springs, United States whose own description of what they do matches “portfolio management consultants”. 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 portfolio management consultants), 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 portfolio management consultants, and records with no verified work email. Companies headquartered outside Colorado Springs 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, 146 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 29, 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.

Portfolio management consultants by metro in the United States

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 portfolio management consultants, 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 portfolio management consultants are there based in Colorado Springs, United States?

RevenueBase identified 48 portfolio management consultants headquartered in Colorado Springs, 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?

Summit Wealth Group, headquartered in Colorado Springs, tops this list with the largest team on record.

Which city in the United States has the most portfolio management consultants?

New York leads the United States with 604 headquartered companies, followed by Chicago (238) and Atlanta (222). Colorado Springs has 48.

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 146 verified decision-maker contacts tracked across these 48 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 29, 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.