Company lists · Data refreshed September 2026

Top 25 Portfolio management consultants based in Denver, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 129 companies tracked

RevenueBase identified 129 portfolio management consultants headquartered in Denver, United States as of September 2026 and tracks 2,119 professional contacts across them, including 1,352 with verified work emails. Across the United States, New York is the largest hub for this category (604 companies); Denver has 129.

This list covers portfolio management consultants 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 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

129Companies

2,119Contacts tracked

1,352Verified emails

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

Ranked by team size

Top 25 of 129 portfolio management consultants based in Denver, 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	Mercer Advisors	Indirect evidence	Denver, CO, United StatesHQ checked Sep 29, 2026	501-1,000	1,434 contacts →
	Indirect evidence “Are you looking to amplify and simplify your financial life?” Source: RevenueBase Database · checked Sep 29, 2026
2	Monticello Associates	Indirect evidence	Denver, CO, United StatesHQ checked Sep 29, 2026	51-200	57 contacts →
	Indirect 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 29, 2026
3	IPS Strategic Capital	Indirect evidence	Denver, CO, United StatesHQ checked Sep 29, 2026	1-10	24 contacts →
	Indirect evidence “Dominick Paoloni, Founder and Chief Investment Officer (CIO) of IPS Strategic Capital, has dedicated over 30 years to the investment community.” Source: RevenueBase Database · checked Sep 29, 2026
4	IMA Investment Management Associates	Partial evidence	Denver, CO, United StatesHQ checked Sep 29, 2026	1-10	23 contacts →
	Partial evidence “IMA provides personal investment management services to individual and institutional clients through separately managed accounts.” Source: RevenueBase Database · checked Sep 29, 2026
5	Global Wealth Strategies & Associates - Gws&a	Indirect evidence	Denver, CO, United StatesHQ checked Sep 29, 2026	1-10	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 29, 2026
6	Bespoke Group	Partial evidence	Denver, CO, United StatesHQ checked Sep 29, 2026	11-50	18 contacts →
	Partial evidence “Bespoke Group provides comprehensive solutions to the highly affluent regarding family services and asset management.” Source: RevenueBase Database · checked Sep 29, 2026
7	Destiny Capital	Indirect evidence	Denver, CO, United StatesHQ checked Sep 29, 2026	11-50	17 contacts →
	Indirect evidence “At Destiny Capital, we empower entrepreneurs and retirees to take control of their financial journey while forging ahead with greater clarity, confidence, and purpose.” Source: RevenueBase Database · checked Sep 29, 2026
8	Triumph Capital Management	Indirect evidence	Denver, CO, United StatesHQ checked Sep 29, 2026	11-50	17 contacts →
	Indirect evidence “We are an independently registered investment advisory firm located in the heart of Denver, Colorado.” Source: RevenueBase Database · checked Sep 29, 2026
9	Edgerock Wealth Management	Partial evidence	Denver, CO, United StatesHQ checked Sep 29, 2026	11-50	15 contacts →
	Partial evidence “EdgeRock is an independent wealth management firm headquartered in Denver, CO.” Source: RevenueBase Database · checked Sep 29, 2026
10	Cherry Creek Family Offices	Indirect evidence	Denver, CO, United StatesHQ checked Sep 29, 2026	11-50	14 contacts →
	Indirect evidence “Cherry Creek Family Offices (CCFO) is an employee-owned independent investment advisor and full service family office to ultra-high net worth families.” Source: RevenueBase Database · checked Sep 29, 2026
11	Lotusgroup Advisors	Indirect evidence	Denver, CO, United StatesHQ checked Sep 29, 2026	11-50	14 contacts →
	Indirect evidence “LotusGroup Advisors is a Denver based Registered Investment Advisory (RIA) in the heart of Wash Park.” Source: RevenueBase Database · checked Sep 29, 2026
12	Private Capital Management, LLC	Partial evidence	Denver, CO, United StatesHQ checked Sep 29, 2026	11-50	13 contacts →
	Partial evidence “At Private Capital Management our goal is to provide you the peace of mind that comes from knowing your wealth management strategy has been properly developed and your financial…” Source: RevenueBase Database · checked Sep 29, 2026
13	SHJ Wealth Advisors	Partial evidence	Denver, CO, United StatesHQ checked Sep 29, 2026	11-50	13 contacts →
	Partial evidence “SHJ Wealth Advisors is one of Denver's oldest Financial Planning and Investment Management firms.” Source: RevenueBase Database · checked Sep 29, 2026
14	Brown And Company, INC	Partial evidence	Denver, CO, United StatesHQ checked Sep 29, 2026	1-10	13 contacts →
	Partial evidence “At Brown and Company, we believe true wealth management goes far beyond investments.” Source: RevenueBase Database · checked Sep 29, 2026
15	Meketa Capital	Partial evidence	Denver, CO, United StatesHQ checked Sep 29, 2026	201-500	12 contacts →
	Partial evidence “Meketa Capital is an asset management firm focused on expanding access to private market investments without the complexity of subscription documents, high investment minimums…” Source: RevenueBase Database · checked Sep 29, 2026
16	Axiom Wealth Alliance	Indirect evidence	Denver, CO, United StatesHQ checked Sep 29, 2026	1-10	11 contacts →
	Indirect evidence “At Axiom Wealth Alliance, we believe you deserve to live the retirement of your dreams.” Source: RevenueBase Database · checked Sep 29, 2026
17	Denver Private Wealth Management	Partial evidence	Denver, CO, United StatesHQ checked Sep 29, 2026	1-10	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 29, 2026
18	Sindrich & Associates	Indirect evidence	Denver, CO, United StatesHQ checked Sep 29, 2026	11-50	8 contacts →
	Indirect evidence “The financial advice world is filled with enough complexity, jargon and opinions it can be difficult to navigate on your own.” Source: RevenueBase Database · checked Sep 29, 2026
19	Pilkington Financial Group	Indirect evidence	Denver, CO, United StatesHQ checked Sep 29, 2026	1-10	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 29, 2026
20	Three Palms, LLC	Partial evidence	Denver, CO, United StatesHQ checked Sep 29, 2026	11-50	8 contacts →
	Partial evidence “Three Palms is committed to providing prudent investment strategies designed to meet both private and institutional investors' needs for portfolio diversification and capital…” Source: RevenueBase Database · checked Sep 29, 2026
21	Paragon Capital Management	Partial evidence	Denver, CO, United StatesHQ checked Sep 29, 2026	1-10	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 29, 2026
22	Sachem Hill LLC	Indirect evidence	Denver, CO, United StatesHQ checked Sep 29, 2026	1-10	7 contacts →
	Indirect evidence “Sachem Hill is a boutique investment firm serving a limited number of high-net-worth families and foundations.” Source: RevenueBase Database · checked Sep 29, 2026
23	Investment Security Group	Indirect evidence	Denver, United StatesHQ checked Sep 29, 2026	1-10	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 29, 2026
24	G&s Capital	Indirect evidence	Denver, CO, United StatesHQ checked Sep 29, 2026	1-10	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 29, 2026
25	American Portfolios Denver	Partial evidence	Denver, CO, United StatesHQ checked Sep 29, 2026	11-50	6 contacts →
	Partial evidence “Using our innovative GlidePath Method,™ American Portfolios Denver is the valued financial partner of successful business owners, individuals, and multi-generational families.” 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 129 portfolio management consultants based in Denver, United States

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

As of Sep 29, 2026

63.8%Verified-email coverage

16.4Average contacts per company

1-10Median size (employees)

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

101

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 129 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 Denver, 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 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, 1,352 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 Denver, United States?

RevenueBase identified 129 portfolio management consultants 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?

Mercer Advisors, headquartered in Denver, 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). Denver has 129.

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 1,352 verified decision-maker contacts tracked across these 129 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.