Company lists · Data refreshed September 2026
Top 25 Retirement planning consultants based in Denver, United States
RevenueBase identified 95 retirement planning consultants headquartered in Denver, United States as of September 2026 and tracks 1,873 professional contacts across them, including 1,246 with verified work emails. New York is the largest hub.
This list covers retirement planning 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 21, 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 25 largest retirement planning consultants based in Denver, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,434 contacts → | ||||
Indirect evidence “Are you looking to amplify and simplify your financial life?” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 2 | 53 contacts → | ||||
Indirect evidence “At E.A.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 3 | 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 21, 2026Thanks. The Data Team will review it. | |||||
| 4 | 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 21, 2026Thanks. The Data Team will review it. | |||||
| 5 | 17 contacts → | ||||
Indirect evidence “We are an independently registered investment advisory firm located in the heart of Denver, Colorado.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 6 | 16 contacts → | ||||
Partial evidence “Comprehensive Financial Planning, Insurance, and Investment Services for Individuals, Families, and Small Businesses.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 7 | 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 21, 2026Thanks. The Data Team will review it. | |||||
| 8 | 13 contacts → | ||||
Partial evidence “SHJ Wealth Advisors is one of Denver's oldest Financial Planning and Investment Management firms.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 9 | 13 contacts → | ||||
Indirect evidence “At Brown and Company, we believe true wealth management goes far beyond investments.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 10 | 11 contacts → | ||||
Partial evidence “At Axiom Wealth Alliance, we believe you deserve to live the retirement of your dreams.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 11 | 11 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 21, 2026Thanks. The Data Team will review it. | |||||
| 12 | 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 21, 2026Thanks. The Data Team will review it. | |||||
| 13 | 8 contacts → | ||||
Partial evidence “Colorado Wealth Group is the premier destination for comprehensive financial planning.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 14 | 8 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 21, 2026Thanks. The Data Team will review it. | |||||
| 15 | 7 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 21, 2026Thanks. The Data Team will review it. | |||||
| 16 | 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 21, 2026Thanks. The Data Team will review it. | |||||
| 17 | 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 21, 2026Thanks. The Data Team will review it. | |||||
| 18 | 6 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 21, 2026Thanks. The Data Team will review it. | |||||
| 19 | 6 contacts → | ||||
Partial evidence “At Achieve Retirement, we believe that everyone should have the opportunity to retire.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 20 | 6 contacts → | ||||
Indirect evidence “Valuing sincere, trusted relationships, we partner with our clients for life.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 21 | 5 contacts → | ||||
Indirect evidence “Capital Investment Counsel provides considerable experience to serve our clients.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 22 | 4 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 21, 2026Thanks. The Data Team will review it. | |||||
| 23 | 3 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 21, 2026Thanks. The Data Team will review it. | |||||
| 24 | 3 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 21, 2026Thanks. The Data Team will review it. | |||||
| 25 | 3 contacts → | ||||
Indirect evidence “Cornbelt Financial is your modern accounting and advisory firm focused on optimizing financials for small business owners and individuals by providing tax, investment, and…” Source: RevenueBase Database · checked Sep 21, 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: retirement planning 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 retirement planning consultants.
- Partial evidence
- Its own public description names part of retirement planning consultants, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name retirement planning 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 95 retirement planning consultants based in Denver, United States
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Retirement planning consultants based in Denver, United States at a glance
As of Sep 21, 2026Companies by employee count
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 95 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 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 “retirement planning 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 retirement planning 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 retirement planning 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, 1,246 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 21, 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 consultants by metro in the United States
- Retirement planning consultants in New York220
- Retirement planning consultants in Houston164
- Retirement planning consultants in Atlanta147
- Retirement planning consultants in San Diego136
- Retirement planning consultants in Dallas133
- Retirement planning consultants in Chicago132
- Retirement planning consultants in Scottsdale120
- Retirement planning consultants in Charlotte113
- Retirement planning consultants in Austin102
- Retirement planning consultants in Denver95
- Retirement planning consultants in Tampa93
- Retirement planning consultants in Portland92
- Retirement planning consultants in Cincinnati85
- Retirement planning consultants in Los Angeles85
- Retirement planning consultants in Overland Park77
- Retirement planning consultants in Raleigh75
- Retirement planning consultants in Columbus71
- Retirement planning consultants in Greenville69
- Retirement planning consultants in San Francisco69
- Retirement planning consultants in Irvine68
- Retirement planning consultants in Phoenix67
- Retirement planning consultants in Pittsburgh67
- Retirement planning consultants in San Antonio67
- Retirement planning consultants in Boston64
- Retirement planning consultants in Indianapolis64
- Retirement planning consultants in Columbia63
- Retirement planning consultants in Rochester63
- Retirement planning consultants in Newport Beach61
- Retirement planning consultants in Boca Raton60
- Retirement planning consultants in Grand Rapids60
- Retirement planning consultants in Miami59
- Retirement planning consultants in Las Vegas58
- Retirement planning consultants in Omaha57
- Retirement planning consultants in Bellevue55
- Retirement planning consultants in Greenwood Village53
- Retirement planning consultants in Richmond53
- Retirement planning consultants in Seattle53
- Retirement planning consultants in Birmingham52
- Retirement planning consultants in Fort Lauderdale52
- Retirement planning consultants in Minneapolis51
- Retirement planning consultants in Springfield51
- Retirement planning consultants in Colorado Springs50
- Retirement planning consultants in Jacksonville48
- Retirement planning consultants in Louisville47
- Retirement planning consultants in Salt Lake City47
- Retirement planning consultants in Troy47
- Retirement planning consultants in Wilmington47
- Retirement planning consultants in Madison46
- Retirement planning consultants in Plano46
- Retirement planning consultants in Fort Worth45
- Retirement planning consultants in Lexington43
- Retirement planning consultants in Tucson42
- Retirement planning consultants in Lafayette40
- Retirement planning consultants in Orlando40
- Retirement planning consultants in Sarasota40
- Retirement planning consultants in Nashville39
- Retirement planning consultants in Cleveland38
- Retirement planning consultants in Lincoln38
- Retirement planning consultants in Plymouth38
- Retirement planning consultants in Tulsa37
- Retirement planning consultants in Walnut Creek37
- Retirement planning consultants in Knoxville36
- Retirement planning consultants in Pasadena36
- Retirement planning consultants in Washington36
- Retirement planning consultants in Alpharetta35
- Retirement planning consultants in Virginia Beach35
- Retirement planning consultants in Franklin34
- Retirement planning consultants in Memphis34
- Retirement planning consultants in Red Bank32
- Retirement planning consultants in Bloomington31
- Retirement planning consultants in Charleston31
- Retirement planning consultants in Fort Collins31
- Retirement planning consultants in Melville31
- Retirement planning consultants in Oklahoma City31
- Retirement planning consultants in West Des Moines31
- Retirement planning consultants in Brentwood30
- Retirement planning consultants in Jackson30
- Retirement planning consultants in Lake Oswego30
- Retirement planning consultants in St. Louis30
- Retirement planning consultants in Baton Rouge29
- Retirement planning consultants in Fort Wayne29
- Retirement planning consultants in Greensboro29
- Retirement planning consultants in Wichita29
- Retirement planning consultants in Englewood28
- Retirement planning consultants in Kansas City28
- Retirement planning consultants in Philadelphia28
- Retirement planning consultants in Rockville28
- Retirement planning consultants in San Jose28
- Retirement planning consultants in St Louis28
- Retirement planning consultants in The Woodlands28
- Retirement planning consultants in West Chester28
- Retirement planning consultants in Westlake Village28
- Retirement planning consultants in Albuquerque26
- Retirement planning consultants in Buffalo26
- Retirement planning consultants in Little Rock26
- Retirement planning consultants in Chattanooga25
- Retirement planning consultants in Honolulu25
- Retirement planning consultants in Naples25
- Retirement planning consultants in Roseville25
- Retirement planning consultants in Spokane25
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 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 retirement planning consultants are there based in Denver, United States?
RevenueBase identified 95 retirement planning 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 has the most retirement planning consultants?
New York leads with 220 headquartered companies, followed by Houston (164) and Atlanta (147).
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 1,246 verified decision-maker contacts tracked across these 95 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 21, 2026.
Ready to reach these companies? Verified emails and direct dials for all 95 retirement planning consultants based in Denver, United States. Start with a free account, no credit card.
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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.
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