Company lists · Data refreshed September 2026

Top 25 Portfolio management consultants based in Greenwood Village, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 55 companies tracked

RevenueBase identified 55 portfolio management consultants headquartered in Greenwood Village, United States as of September 2026 and tracks 1,285 professional contacts across them, including 148 with verified work emails. Across the United States, New York is the largest hub for this category (604 companies); Greenwood Village has 55.

This list covers portfolio management consultants headquartered in Greenwood Village, 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

55Companies

1,285Contacts tracked

148Verified emails

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The 25 largest portfolio management consultants based in Greenwood Village, United States

Ranked by team size

Top 25 of 55 portfolio management consultants based in Greenwood Village, 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	AMG National Trust	Partial evidence	Greenwood Village, CO, United StatesHQ checked Sep 29, 2026	51-200	115 contacts →
	Partial evidence “AMG National Trust (AMG) is a privately-held wealth management firm headquartered in Denver, Colorado.” Source: RevenueBase Database · checked Sep 29, 2026
2	Wealth Strategies	Indirect evidence	Greenwood Village, CO, United StatesHQ checked Sep 29, 2026	51-200	96 contacts →
	Indirect evidence “At Wealth Strategies, financial success is about more than growing assets.” Source: RevenueBase Database · checked Sep 29, 2026
3	Heirloom Wealth Management	Partial evidence	Greenwood Village, CO, United StatesHQ checked Sep 29, 2026	11-50	24 contacts →
	Partial evidence “At Heirloom Wealth Management we focus on understanding and anticipating the unique needs and goals of individuals, families, and foundations.” Source: RevenueBase Database · checked Sep 29, 2026
4	Nilsine Partners	Partial evidence	Greenwood Village, CO, United StatesHQ checked Sep 29, 2026	11-50	23 contacts →
	Partial evidence “Nilsine Partners is an independent registered investment adviser, committed to helping successful people like you to simplify the management of their wealth in order to better…” Source: RevenueBase Database · checked Sep 29, 2026
5	Presidential Wealth Management	Indirect evidence	Greenwood Village, CO, United StatesHQ checked Sep 29, 2026	11-50	22 contacts →
	Indirect evidence “ARE YOU LOOKING FOR AN HONEST FIRM THAT SUPPORTS YOUR PRACTICE?” Source: RevenueBase Database · checked Sep 29, 2026
6	Alpha Capital Family Office	Indirect evidence	Greenwood Village, CO, United StatesHQ checked Sep 29, 2026	11-50	13 contacts →
	Indirect evidence “Alpha Capital Family Office is an independent financial advisory firm with a singular mission: to assist clients in managing their family, business, and wealth.” Source: RevenueBase Database · checked Sep 29, 2026
7	Transform Wealth	Indirect evidence	Greenwood Village, CO, United StatesHQ checked Sep 29, 2026	11-50	13 contacts →
	Indirect evidence “We provide comprehensive financial planning and investment advice.” Source: RevenueBase Database · checked Sep 29, 2026
8	Dodds Wealth	Indirect evidence	Greenwood Village, CO, United StatesHQ checked Sep 29, 2026	1-10	10 contacts →
	Indirect evidence “Dodds Wealth is a privately owned financial advisory firm dedicated to delivering exceptional personalized service to a select group of clients.” Source: RevenueBase Database · checked Sep 29, 2026
9	Stordahl Capital Management, INC	Partial evidence	Greenwood Village, CO, United StatesHQ checked Sep 29, 2026	1-10	8 contacts →
	Partial evidence “Stordahl Capital Management is an independent, fee-only advisory firm providing personalized financial planning in the Denver area and nationwide.” Source: RevenueBase Database · checked Sep 29, 2026
10	Tandem Financial, LLC	Partial evidence	Greenwood Village, CO, United StatesHQ checked Sep 29, 2026	1-10	7 contacts →
	Partial evidence “Tandem Financial is a full-service financial advisory firm specializing in all aspects of personal finance including, but not limited to, financial planning, wealth management…” Source: RevenueBase Database · checked Sep 29, 2026
11	Paramount Associates Wealth Management	Indirect evidence	Greenwood Village, CO, United StatesHQ checked Sep 29, 2026	1-10	7 contacts →
	Indirect evidence “Whether you are an individual with personal and family goals or the person charged with the financial goals of your organization, we are here to provide you with an array of…” Source: RevenueBase Database · checked Sep 29, 2026
12	Alpha Capital Management Group, LLC	Partial evidence	Greenwood Village, CO, United StatesHQ checked Sep 29, 2026	1-10	7 contacts →
	Partial evidence “Alpha Capital Management Group is a multi-generational partnership of integrated financial professionals.” Source: RevenueBase Database · checked Sep 29, 2026
13	Peak Capital Management	Strong evidence	Greenwood Village, CO, United StatesHQ checked Sep 29, 2026	1-10	5 contacts →
	Strong evidence “PCM is a Denver based Registered Investment Advisor that serves financial professionals as an asset manager through outsourced CIO, portfolio management, practice management, and…” Source: RevenueBase Database · checked Sep 29, 2026
14	JPL Wealth Management	Strong evidence	Greenwood Village, CO, United StatesHQ checked Sep 29, 2026	1-10	4 contacts →
	Strong evidence “We exist to serve a select group of individuals and families, guiding them through holistic financial planning and portfolio design and ongoing management.” Source: RevenueBase Database · checked Sep 29, 2026
15	CFG Financial Planning	Indirect evidence	Greenwood Village, CO, United StatesHQ checked Sep 29, 2026	1-10	4 contacts →
	Indirect evidence “Financial planning can be overwhelming, understanding how much you are paying and what you are paying for shouldn't be.” Source: RevenueBase Database · checked Sep 29, 2026
16	Strategic Wealth Partners Of Colorado	Indirect evidence	Greenwood Village, CO, United StatesHQ checked Sep 29, 2026	1-10	4 contacts →
	Indirect evidence “It's time to think differently about your business and your money.” Source: RevenueBase Database · checked Sep 29, 2026
17	Blue SKY Asset Management	Partial evidence	Greenwood Village, CO, United StatesHQ checked Sep 29, 2026	1-10	3 contacts →
	Partial evidence “Blue Sky Asset Management (BSAM) develops and manages a comprehensive suite of adaptive investment solutions designed to cater to institutions and private investors through their…” Source: RevenueBase Database · checked Sep 29, 2026
18	PI Wealth Management	Partial evidence	Greenwood Village, CO, United StatesHQ checked Sep 29, 2026	1-10	3 contacts →
	Partial evidence “Here at pi Wealth Management we strive to help you define what "Wealth Before Money" means to you.” Source: RevenueBase Database · checked Sep 29, 2026
19	Wisdom Wealth Strategies	Indirect evidence	Greenwood Village, CO, United StatesHQ checked Sep 29, 2026	1-10	2 contacts →
	Indirect evidence “When it comes to your finances, you have a lot going on.” Source: RevenueBase Database · checked Sep 29, 2026
20	Lariat Wealth Management	Partial evidence	Greenwood Village, CO, United StatesHQ checked Sep 29, 2026	1-10	2 contacts →
	Partial evidence “Financial guidance and investment management tailored to you” Source: RevenueBase Database · checked Sep 29, 2026
21	Beacon Private Wealth Management	Indirect evidence	Greenwood Village, CO, United StatesHQ checked Sep 29, 2026	1-10	2 contacts →
	Indirect evidence “Institutional-Quality Advice for Individuals, Families, and Businesses As a former provider of wealth strategies and investment advice to Institutional-level clients, I observed…” Source: RevenueBase Database · checked Sep 29, 2026
22	West END Wealth Management	Partial evidence	Greenwood Village, CO, United StatesHQ checked Sep 29, 2026	1-10	2 contacts →
	Partial evidence “West End Wealth Management was built on the principle that high net worth individuals and their families deserve a relationship driven experience with customized options.” Source: RevenueBase Database · checked Sep 29, 2026
23	Luna Wealth Management	Partial evidence	Greenwood Village, CO, United StatesHQ checked Sep 29, 2026	1-10	2 contacts →
	Partial evidence “The financial world can be a confusing, stressful place, but at Luna Wealth Management, Russ believes that true peace of mind comes from having trust in your plan.” Source: RevenueBase Database · checked Sep 29, 2026
24	Front Range Wealth Management	Partial evidence	Greenwood Village, CO, United StatesHQ checked Sep 29, 2026	1-10	1 contacts →
	Partial evidence “Our purpose at Front Range Wealth Management is to deliver professional financial guidance and personalized service with the goal to help you build and preserve your wealth…” Source: RevenueBase Database · checked Sep 29, 2026
25	Four Points Wealth Management	Partial evidence	Greenwood Village, CO, United StatesHQ checked Sep 29, 2026	1-10	1 contacts →
	Partial evidence “Four Points Wealth provides comprehensive wealth management services.” 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 55 portfolio management consultants based in Greenwood Village, United States

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Portfolio management consultants based in Greenwood Village, United States at a glance

As of Sep 29, 2026

11.5%Verified-email coverage

23.4Average 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 Greenwood Village, so it is reported there. Company counts and contact totals on this page are exact for Greenwood Village, over 55 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 Greenwood Village, 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 Greenwood Village 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, 148 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 Greenwood Village, United States?

RevenueBase identified 55 portfolio management consultants headquartered in Greenwood Village, 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?

AMG National Trust, headquartered in Greenwood Village, 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). Greenwood Village has 55.

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 148 verified decision-maker contacts tracked across these 55 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.