Company lists · Data refreshed September 2026

Top 25 Retirement planning companies based in Denver, United States

RevenueBase identified 103 retirement planning companies headquartered in Denver, United States as of September 2026 and tracks 1,907 professional contacts across them, including 1,253 with verified work emails. New York is the largest hub.

This list covers retirement planning companies 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 19, 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 19, 2026 86% judged on-target in blind review
103Companies
1,907Contacts tracked
1,253Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 25 largest retirement planning companies based in Denver, United States

Ranked by team size
Top 25 of 103 retirement planning companies based in Denver, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to retirement planning companies: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceDenver, CO, United StatesHQ checked Sep 19, 2026501-1,0001,434 contacts →

Indirect evidence

“Are you looking to amplify and simplify your financial life?”

Source: RevenueBase Database · checked Sep 19, 2026
2Indirect evidenceDenver, CO, United StatesHQ checked Sep 19, 202651-20053 contacts →

Indirect evidence

“At E.A.”

Source: RevenueBase Database · checked Sep 19, 2026
3Indirect evidenceDenver, CO, United StatesHQ checked Sep 19, 20261-1018 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 19, 2026
4Indirect evidenceDenver, CO, United StatesHQ checked Sep 19, 202611-5017 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 19, 2026
5Indirect evidenceDenver, CO, United StatesHQ checked Sep 19, 202611-5017 contacts →

Indirect evidence

“We are an independently registered investment advisory firm located in the heart of Denver, Colorado.”

Source: RevenueBase Database · checked Sep 19, 2026
6Partial evidenceDenver, CO, United StatesHQ checked Sep 19, 20261-1016 contacts →

Partial evidence

“Comprehensive Financial Planning, Insurance, and Investment Services for Individuals, Families, and Small Businesses.”

Source: RevenueBase Database · checked Sep 19, 2026
7Indirect evidenceDenver, CO, United StatesHQ checked Sep 19, 202611-5014 contacts →

Indirect evidence

“LotusGroup Advisors is a Denver based Registered Investment Advisory (RIA) in the heart of Wash Park.”

Source: RevenueBase Database · checked Sep 19, 2026
8Partial evidenceDenver, CO, United StatesHQ checked Sep 19, 202611-5013 contacts →

Partial evidence

“SHJ Wealth Advisors is one of Denver's oldest Financial Planning and Investment Management firms.”

Source: RevenueBase Database · checked Sep 19, 2026
9Indirect evidenceDenver, CO, United StatesHQ checked Sep 19, 20261-1013 contacts →

Indirect evidence

“At Brown and Company, we believe true wealth management goes far beyond investments.”

Source: RevenueBase Database · checked Sep 19, 2026
10Partial evidenceDenver, CO, United StatesHQ checked Sep 19, 20261-1011 contacts →

Partial evidence

“At Axiom Wealth Alliance, we believe you deserve to live the retirement of your dreams.”

Source: RevenueBase Database · checked Sep 19, 2026
11Indirect evidenceDenver, CO, United StatesHQ checked Sep 19, 20261-1011 contacts →

Indirect 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 19, 2026
12Indirect evidenceDenver, CO, United StatesHQ checked Sep 19, 202611-508 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 19, 2026
13Partial evidenceDenver, CO, United StatesHQ checked Sep 19, 20261-108 contacts →

Partial evidence

“Colorado Wealth Group is the premier destination for comprehensive financial planning.”

Source: RevenueBase Database · checked Sep 19, 2026
14Partial evidenceDenver, CO, United StatesHQ checked Sep 19, 20261-108 contacts →

Partial 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 19, 2026
15Indirect evidenceDenver, CO, United StatesHQ checked Sep 19, 20261-107 contacts →

Indirect 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 19, 2026
16Indirect evidenceDenver, United StatesHQ checked Sep 19, 20261-107 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 19, 2026
17Indirect evidenceDenver, CO, United StatesHQ checked Sep 19, 20261-106 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 19, 2026
18Indirect evidenceDenver, CO, United StatesHQ checked Sep 19, 202611-506 contacts →

Indirect 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 19, 2026
19Partial evidenceDenver, CO, United StatesHQ checked Sep 19, 20261-106 contacts →

Partial evidence

“At Achieve Retirement, we believe that everyone should have the opportunity to retire.”

Source: RevenueBase Database · checked Sep 19, 2026
20Indirect evidenceDenver, CO, United StatesHQ checked Sep 19, 20261-106 contacts →

Indirect evidence

“Valuing sincere, trusted relationships, we partner with our clients for life.”

Source: RevenueBase Database · checked Sep 19, 2026
21Indirect evidenceDenver, CO, United StatesHQ checked Sep 19, 20261-105 contacts →

Indirect evidence

“Capital Investment Counsel provides considerable experience to serve our clients.”

Source: RevenueBase Database · checked Sep 19, 2026
22Partial evidenceDenver, CO, United StatesHQ checked Sep 19, 20261-105 contacts →

Partial evidence

“Elevate Wealth Management is a financial planning team with a combined 90 years of experience.”

Source: RevenueBase Database · checked Sep 19, 2026
23Partial evidenceDenver, CO, United StatesHQ checked Sep 19, 20261-104 contacts →

Partial evidence

“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…”

Source: RevenueBase Database · checked Sep 19, 2026
24Partial evidenceDenver, CO, United StatesHQ checked Sep 19, 20261-103 contacts →

Partial evidence

“I work with a select number of clients that are in or near retirement and help them protect their wealth using the Grok process.”

Source: RevenueBase Database · checked Sep 19, 2026
25Partial evidenceDenver, CO, United StatesHQ checked Sep 19, 20261-103 contacts →

Partial evidence

“Noble Wealth Partners is an independent wealth management boutique specializing in financial planning, global asset management, financial advisory, risk management, tax planning…”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 25 of 103 retirement planning companies based in Denver, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 1,253 reachable decision-makers.

Free signup · no credit card

View the full list →

Retirement planning companies based in Denver, United States at a glance

As of Sep 19, 2026
65.7%Verified-email coverage
18.5Average contacts per company
1-10Median size (employees)
235.0%Largest-city concentration · New York
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
81
11-50
14
51-200
3
201-500
1
501-1,000
2
1,001-5,000
2

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 103 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 retirement planning companies, 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 “retirement planning companies”. 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 retirement planning companies), 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 retirement planning companies, 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, 1,253 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 19, 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.

Retirement planning companies 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 retirement planning companies, 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 retirement planning companies are there based in Denver, United States?

RevenueBase identified 103 retirement planning companies 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 has the most retirement planning companies?

New York leads with 242 headquartered companies, followed by Houston (179) and Atlanta (157).

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 1,253 verified decision-maker contacts tracked across these 103 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 19, 2026.

Ready to reach these companies? Verified emails and direct dials for all 103 retirement planning companies based in Denver, United States. Start with a free account, no credit card.

Download this list →

Related lists

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.