Company lists · Data refreshed September 2026

Top 13 Retirement planning companies based in Englewood, United States

Name: Retirement planning companies based in Englewood, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 28 companies tracked

RevenueBase identified 28 company matches for retirement planning companies associated with Englewood, United States as of September 2026 and tracks 791 professional contacts across them, including 559 with verified work emails. Across the United States, New York is the largest hub for this category (242 companies); Englewood has 28.

This list covers company matches for retirement planning companies associated with Englewood, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Sep 19, 2026 How this list was built

28Companies

791Contacts tracked

559Verified emails

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The 13 largest retirement planning companies based in Englewood, United States

Ranked by team size

Top 13 of 28 company matches for retirement planning companies based in Englewood, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Pathstone	Exact match	Englewood, NJ, United StatesHQ recorded Sep 19, 2026	501-1,000	692 contacts →
	Exact match “Pathstone is an investment and wealth advisory firm serving individuals and families of significant wealth, family offices, and institutions.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2	Inverness Wealth Management	Exact match	Englewood, CO, United StatesHQ recorded Sep 19, 2026	11-50	13 contacts →
	Exact match “Big dreams, zero time to spare?” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
3	The Leigh Wealth Management Group	Exact match	Englewood, CO, United StatesHQ recorded Sep 19, 2026	1-10	10 contacts →
	Exact match “The Leigh Wealth Management Group offers customized comprehensive financial planning focused on active listening & goals (investment services, individual retirement & financial…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
4	Noble Wealth Management PBC	Exact match	Englewood, CO, United StatesHQ recorded Sep 19, 2026	1-10	7 contacts →
	Exact match “Noble Wealth Management is a high end financial planning firm with a team of experienced and credentialed advisors to advise and guide the totality of your financial life…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5	Bowman Financial Strategies, LLC	Exact match	Englewood, CO, United StatesHQ recorded Sep 19, 2026	1-10	5 contacts →
	Exact match “Helping clients transition from Accumulation to Distribution by crafting plans to coordinate tax-efficient distributions from investment accounts and using appropriate Social…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6	Prism Financial Strategies	Exact match	Englewood, CO, United StatesHQ recorded Sep 19, 2026	1-10	4 contacts →
	Exact match “We founded PRISM Financial Strategies in order to provide you value far beyond what traditional financial planning firms offer.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7	Advised Assets Group LLC	Exact match	Englewood, CO, United StatesHQ recorded Sep 19, 2026	11-50	4 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8	Design Wealth Advisors	Exact match	Englewood, CO, United StatesHQ recorded Sep 19, 2026	1-10	4 contacts →
	Exact match “We provide financial services for clients who insist on custom solutions designed to adapt to their ever-changing needs.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9	Cherry Creek Investment Advisors, INC	Exact match	Englewood, CO, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10	Harmony Private Client Advisers	Exact match	Englewood, CO, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “Since 2001 Scott Sanford CFP®, CLU®, ChFC® and his team, Roger Pierce and Sherri Gilligan, have been providing comprehensive financial planning, investment advisory services…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11	Blue Heron Capital, LLC	Exact match	Englewood, CO, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “There’s a good chance you have many financial needs as you approach retirement - a complete risk analysis, retirement income, tax planning, estate considerations, integrated…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
12	Quintus Financial Services	Exact match	Englewood, CO, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match “Quintus Financial Services is a firm that strives to take clients to a new level of service, knowledge, and opportunity.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13	Mcnerney Financial	Exact match	Englewood, CO, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match “At McNerney Financial, our mission is to bring value to every individual and family that we meet and always have the client’s best interest in mind.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “retirement planning companies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 13 of 28 retirement planning companies based in Englewood, United States

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

As of Sep 19, 2026

70.7%Verified-email coverage

28.2Average contacts per company

1-10Median size (employees)

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

501-1,000

Email recency for this list is measured across the whole United States list rather than for Englewood, so it is reported there. Company counts and contact totals on this page are exact for Englewood, over 28 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Englewood, United States whose business descriptions match “retirement planning companies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 559 professional contacts with verified work emails across the full matched dataset. 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.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Retirement planning companies by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “retirement planning companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many retirement planning companies are there based in Englewood, United States?

RevenueBase identified 28 company matches for retirement planning companies associated with Englewood, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Pathstone tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most retirement planning companies?

New York leads the United States with 242 company records, followed by Houston (179) and Atlanta (157). Englewood has 28.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 559 professional contacts with verified work emails tracked across these 28 companies; direct dials are available where recorded.

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.

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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 SmartSearch, 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.