Company lists · Data refreshed September 2026
Top 19 Portfolio management firms based in Greenwood Village, United States
RevenueBase identified 41 portfolio management firms headquartered in Greenwood Village, United States as of September 2026 and tracks 1,072 professional contacts across them, including 91 with verified work emails. New York is the largest hub.
This list covers portfolio management firms 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 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 19 largest portfolio management firms based in Greenwood Village, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 2 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 3 | 14 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 4 | 13 contacts → | ||||
Indirect evidence “We provide comprehensive financial planning and investment advice.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 5 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 6 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 7 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 8 | 7 contacts → | ||||
Partial evidence “Alpha Capital Management Group is a multi-generational partnership of integrated financial professionals.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 9 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 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 20, 2026Thanks. The Data Team will review it. | |||||
| 11 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 12 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 13 | 2 contacts → | ||||
Partial evidence “Financial guidance and investment management tailored to you” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 14 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 15 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 16 | 1 contacts → | ||||
Indirect evidence “The function of the fiduciary is simple: to act in the best interest of our clients.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 17 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 18 | 1 contacts → | ||||
Partial evidence “Four Points Wealth provides comprehensive wealth management services.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 19 | 1 contacts → | ||||
Indirect evidence “We work with individuals to change how they invest.” 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: portfolio management 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 portfolio management firms.
- Partial evidence
- Its own public description names part of portfolio management firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name portfolio management 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 19 of 41 portfolio management firms based in Greenwood Village, United States
See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 91 reachable decision-makers.
Free signup · no credit card
Portfolio management firms based in Greenwood Village, 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 Greenwood Village, so it is reported there. Company counts and contact totals on this page are exact for Greenwood Village, over 41 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 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 Greenwood Village, United States whose own description of what they do matches “portfolio management 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 portfolio management 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 portfolio management firms, 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, 91 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.
Portfolio management firms by metro in the United States
- Portfolio management firms in New York328
- Portfolio management firms in Chicago146
- Portfolio management firms in Atlanta119
- Portfolio management firms in Dallas116
- Portfolio management firms in Houston115
- Portfolio management firms in San Diego98
- Portfolio management firms in Boston93
- Portfolio management firms in San Francisco91
- Portfolio management firms in Austin84
- Portfolio management firms in Miami77
- Portfolio management firms in Scottsdale76
- Portfolio management firms in Los Angeles74
- Portfolio management firms in Charlotte69
- Portfolio management firms in Denver67
- Portfolio management firms in Portland60
- Portfolio management firms in Tampa58
- Portfolio management firms in Newport Beach56
- Portfolio management firms in Cincinnati54
- Portfolio management firms in Minneapolis52
- Portfolio management firms in Overland Park52
- Portfolio management firms in Seattle51
- Portfolio management firms in Columbus47
- Portfolio management firms in Omaha44
- Portfolio management firms in Pittsburgh44
- Portfolio management firms in Raleigh43
- Portfolio management firms in San Antonio43
- Portfolio management firms in Greenwood Village41
- Portfolio management firms in Irvine41
- Portfolio management firms in Phoenix41
- Portfolio management firms in Boca Raton40
- Portfolio management firms in Columbia37
- Portfolio management firms in Indianapolis37
- Portfolio management firms in Las Vegas37
- Portfolio management firms in Rochester37
- Portfolio management firms in Madison36
- Portfolio management firms in Springfield36
- Portfolio management firms in Richmond35
- Portfolio management firms in Birmingham34
- Portfolio management firms in Naples34
- Portfolio management firms in Nashville34
- Portfolio management firms in Sarasota34
- Portfolio management firms in Fort Worth33
- Portfolio management firms in Louisville32
- Portfolio management firms in Grand Rapids31
- Portfolio management firms in Tucson31
- Portfolio management firms in Washington31
- Portfolio management firms in Bellevue30
- Portfolio management firms in Greenville30
- Portfolio management firms in Plano30
- Portfolio management firms in Lexington29
- Portfolio management firms in Salt Lake City29
- Portfolio management firms in Troy29
- Portfolio management firms in Jacksonville28
- Portfolio management firms in Memphis27
- Portfolio management firms in Virginia Beach26
- Portfolio management firms in Brentwood25
- Portfolio management firms in Cleveland25
- Portfolio management firms in Colorado Springs25
- Portfolio management firms in Fort Lauderdale25
- Portfolio management firms in Pasadena25
- Portfolio management firms in Philadelphia25
- Portfolio management firms in Pittsford25
- Portfolio management firms in Stamford25
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 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 portfolio management firms are there based in Greenwood Village, United States?
RevenueBase identified 41 portfolio management firms 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?
Heirloom Wealth Management, headquartered in Greenwood Village, tops this list with the largest team on record.
Which city has the most portfolio management firms?
New York leads with 328 headquartered companies, followed by Chicago (146) and Atlanta (119).
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 91 verified decision-maker contacts tracked across these 41 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.
Ready to reach these companies? Verified emails and direct dials for all 41 portfolio management firms based in Greenwood Village, United States. Start with a free account, no credit card.
Download this list →Related lists
Portfolio management firms by geography
- Portfolio management firms based in Calgary, Canada
- Portfolio management firms based in Montreal, Canada
- Portfolio management firms based in Toronto, Canada
- Portfolio management firms based in Vancouver, Canada
- Portfolio management firms based in Winnipeg, Canada
- Portfolio management firms based in Ahmedabad, India
- Portfolio management firms based in Bangalore, India
- Portfolio management firms based in Bengaluru, India
- Portfolio management firms based in Chennai, India
- Portfolio management firms based in Hyderabad, India
- Portfolio management firms based in Kolkata, India
- Portfolio management firms based in Mumbai, India
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Portfolio management firms based in Calgary, Canada
- Portfolio management firms based in Montreal, Canada
- Portfolio management firms based in Toronto, Canada
- Portfolio management firms based in Vancouver, Canada
- Portfolio management firms based in Winnipeg, Canada
- Portfolio management firms based in Ahmedabad, India