Company lists · Data refreshed November 2026

Top 20 Wealth & asset management companies based in Denver, United States

Name: Wealth & asset management companies based in Denver, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 3, 2026 140 companies tracked

RevenueBase identified 140 company matches for wealth & asset management companies associated with Denver, United States as of November 2026 and tracks 6,721 professional contacts across them, including 3,753 with verified work emails. Across the United States, New York is the largest hub for this category (585 companies); Denver has 140.

This list covers company matches for wealth & asset management companies associated with Denver, 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 November 3, 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 Nov 3, 2026 How this list was built

140Companies

6,721Contacts tracked

3,753Verified emails

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The 20 largest wealth & asset management companies based in Denver, United States

Ranked by team size

Top 20 of 140 company matches for wealth & asset management companies based in Denver, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 3, 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	Mercer Advisors	Exact match	Denver, CO, United StatesHQ recorded Nov 3, 2026	501-1,000	1,663 contacts →
	Exact match “Are you looking to amplify and simplify your financial life?” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
2	First Western Trust	Exact match	Denver, CO, United StatesHQ recorded Nov 3, 2026	201-500	440 contacts →
	Exact match “We are the trusted expert that wealth creators in the West turn to at every stage of their financial journey – bringing private banking sophistication, deep community roots, and…” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
3	Hein & Associates	Exact match	Denver, CO, United StatesHQ recorded Nov 3, 2026	201-500	60 contacts →
	Exact match “Effective November 1, 2017, Hein & Associates has combined with Moss Adams, one of the largest accounting, consulting, and wealth management firms in the nation.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
4	GHP Investment Advisors, INC	Exact match	Denver, CO, United StatesHQ recorded Nov 3, 2026	11-50	36 contacts →
	Exact match “GHP Investment Advisors provides wealth management services to individuals and families.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
5	Bespoke Group	Exact match	Denver, CO, United StatesHQ recorded Nov 3, 2026	11-50	27 contacts →
	Exact match “Bespoke Group provides comprehensive solutions to the highly affluent regarding family services and asset management.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
6	IMA Investment Management Associates	Exact match	Denver, CO, United StatesHQ recorded Nov 3, 2026	1-10	22 contacts →
	Exact match “IMA provides personal investment management services to individual and institutional clients through separately managed accounts.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
7	Global Wealth Strategies & Associates - Gws&a	Exact match	Denver, CO, United StatesHQ recorded Nov 3, 2026	1-10	19 contacts →
	Exact match “Our mission is to educate and inspire clients where a predictable lifetime of financial security is possible.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
8	Triumph Capital Management	Exact match	Denver, CO, United StatesHQ recorded Nov 3, 2026	11-50	19 contacts →
	Exact match “We are an independently registered investment advisory firm located in the heart of Denver, Colorado.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
9	IPS Strategic Capital	Exact match	Denver, CO, United StatesHQ recorded Nov 3, 2026	1-10	19 contacts →
	Exact match “Dominick Paoloni, Founder and Chief Investment Officer (CIO) of IPS Strategic Capital, has dedicated over 30 years to the investment community.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
10	Edgerock Wealth Management	Exact match	Denver, CO, United StatesHQ recorded Nov 3, 2026	11-50	17 contacts →
	Exact match “EdgeRock is an independent wealth management firm headquartered in Denver, CO.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
11	Gill Capital Partners	Exact match	Denver, CO, United StatesHQ recorded Nov 3, 2026	11-50	15 contacts →
	Exact match “At Gill Capital Partners, we want you to understand the Capital Difference.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
12	Destiny Capital	Exact match	Denver, CO, United StatesHQ recorded Nov 3, 2026	11-50	15 contacts →
	Exact match “At Destiny Capital, we empower entrepreneurs and retirees to take control of their financial journey while forging ahead with greater clarity, confidence, and purpose.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
13	Cherry Creek Family Offices	Exact match	Denver, CO, United StatesHQ recorded Nov 3, 2026	11-50	14 contacts →
	Exact match “Cherry Creek Family Offices (CCFO) is an employee-owned independent investment advisor and full service family office to ultra-high net worth families.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
14	IWP Family Office	Exact match	Denver, CO, United StatesHQ recorded Nov 3, 2026	11-50	14 contacts →
	Exact match “IWP Family Office is now Matter Family Office, a people-first multi-family office serving ultra-high-net-worth families through integrated investment management, family learning &…” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
15	Meketa Capital	Exact match	Denver, CO, United StatesHQ recorded Nov 3, 2026	201-500	14 contacts →
	Exact match “Meketa Capital is an asset management firm focused on expanding access to private market investments without the complexity of subscription documents, high investment minimums…” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
16	Clear Creek Advisors	Exact match	Denver, CO, United StatesHQ recorded Nov 3, 2026	1-10	13 contacts →
	Exact match “For over a decade, founders Erik Krom and Robert Klaess have helped hundreds of families, individuals and businesses in Denver preserve, protect and grow their wealth.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
17	SHJ Wealth Advisors	Exact match	Denver, CO, United StatesHQ recorded Nov 3, 2026	11-50	13 contacts →
	Exact match “SHJ Wealth Advisors is one of Denver's oldest Financial Planning and Investment Management firms.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
18	Capital Investment Counsel, LLC	Exact match	Denver, CO, United StatesHQ recorded Nov 3, 2026	1-10	13 contacts →
	Exact match “Capital Investment Counsel provides considerable experience to serve our clients.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
19	Lotusgroup Advisors	Exact match	Denver, CO, United StatesHQ recorded Nov 3, 2026	11-50	12 contacts →
	Exact match “LotusGroup Advisors is a Denver based Registered Investment Advisory (RIA) in the heart of Wash Park.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
20	Denver Private Wealth Management	Exact match	Denver, CO, United StatesHQ recorded Nov 3, 2026	1-10	10 contacts →
	Exact match “Denver Private Wealth Management, is a client-focused, full-service wealth management advisory firm created to meet the unique needs of our clients.” Recorded in the RevenueBase company graph · Nov 3, 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 “wealth & asset management 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 20 of 140 wealth & asset management companies based in Denver, United States

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Wealth & asset management companies based in Denver, United States at a glance

As of Nov 3, 2026

55.8%Verified-email coverage

48.0Average contacts per company

1-10Median size (employees)

Nov 3, 2026Page data refreshed

Companies by employee count

1-10

101

11-50

51-200

201-500

501-1,000

1,001-5,000

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 140 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 Denver, United States whose business descriptions match “wealth & asset management 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 3,753 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 November 3, 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.

Wealth & asset management 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 “wealth & asset management companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many wealth & asset management companies are there based in Denver, United States?

RevenueBase identified 140 company matches for wealth & asset management companies associated with Denver, United States as of November 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?

Mercer Advisors 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 wealth & asset management companies?

New York leads the United States with 585 company records, followed by Atlanta (245) and Houston (244). Denver has 140.

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 3,753 professional contacts with verified work emails tracked across these 140 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 November 3, 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.