Company lists · Data refreshed November 2026

Top 25 401k advisors based in the United States

Name: 401k advisors based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 17,739 companies tracked

RevenueBase identified 17,739 company matches for 401k advisors associated with the United States as of November 2026 and tracks 296,721 professional contacts across them, including 130,746 with verified work emails. New York is the largest hub.

This list covers company matches for 401k advisors associated with the 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 6, 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 6, 2026 How this list was built

17,739Companies

296,721Contacts tracked

130,746Verified emails

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The 25 largest 401k advisors based in the United States

Ranked by team size

Top 25 of 17,739 company matches for 401k advisors based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 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	Edward Jones	Exact match	St. Louis, MO, United StatesHQ recorded Nov 6, 2026	10001+	45,187 contacts →
	Exact match “Edward Jones is a leading North American financial services firm in the U.S.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	Ameriprise Financial Services, LLC	Exact match	Minneapolis, MN, United StatesHQ recorded Nov 6, 2026	5,001-10,000	25,536 contacts →
	Exact match “At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	Wells Fargo Advisors	Exact match	St. Louis, MO, United StatesHQ recorded Nov 6, 2026	10001+	14,986 contacts →
	Exact match “With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	Transamerica	Exact match	Baltimore, IL, United StatesHQ recorded Nov 6, 2026	5,001-10,000	12,182 contacts →
	Exact match “Longer lifespans are changing the way we exist.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	Empower	Exact match	Greenwood Village, CO, United StatesHQ recorded Nov 6, 2026	10001+	6,726 contacts →
	Exact match “Built on a foundation of trust, integrity and promise, we proudly serve over outstanding organizations and more than 17 million individuals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	Envestnet	Exact match	Berwyn, PA, United StatesHQ recorded Nov 6, 2026	1,001-5,000	2,921 contacts →
	Exact match “Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	Mariner	Exact match	Overland Park, KS, United StatesHQ recorded Nov 6, 2026	1,001-5,000	2,054 contacts →
	Exact match “Your wealth plan shouldn’t sit still.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	Corient	Exact match	Miami, United StatesHQ recorded Nov 6, 2026	1,001-5,000	2,051 contacts →
	Exact match “Corient is the world’s largest non-bank wealth manager and multi-family office focused on serving ultra-high and high-net-worth individuals, families and businesses.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	Wilmington Trust	Exact match	Wilmington, DE, United StatesHQ recorded Nov 6, 2026	1,001-5,000	2,038 contacts →
	Exact match “Wilmington Trust has built deep and lasting relationships, put our clients first, and provided innovative advice for complex situations.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	Captrust	Exact match	Raleigh, NC, United StatesHQ recorded Nov 6, 2026	1,001-5,000	1,889 contacts →
	Exact match “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	Cerity Partners	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	1,001-5,000	1,745 contacts →
	Exact match “Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	Wealth Enhancement	Exact match	Plymouth, MN, United StatesHQ recorded Nov 6, 2026	1,001-5,000	1,714 contacts →
	Exact match “In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	Mercer Advisors	Exact match	Denver, CO, United StatesHQ recorded Nov 6, 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 6, 2026 · View company records in RevenueBase
14	Commonwealth Financial Network	Exact match	Waltham, MA, United StatesHQ recorded Nov 6, 2026	501-1,000	1,589 contacts →
	Exact match “Who We Serve Independent financial advisors turn to Commonwealth for sophisticated business solutions, specialized consulting, and powerful tools that enable them to realize their…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	Edelman Financial Engines	Exact match	Santa Clara, CA, United StatesHQ recorded Nov 6, 2026	1,001-5,000	1,586 contacts →
	Exact match “For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	Goldman Sachs Ayco	Exact match	Cohoes, NY, United StatesHQ recorded Nov 6, 2026	1,001-5,000	1,457 contacts →
	Exact match “Goldman Sachs Ayco is an industry leader of company-sponsored financial planning benefits with corporate partnerships at ~500 companies, including over 50% of the Fortune 100.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	Assetmark	Exact match	Concord, CA, United StatesHQ recorded Nov 6, 2026	1,001-5,000	1,075 contacts →
	Exact match “AssetMark, Inc.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	Human Interest	Exact match	San Francisco, CA, United StatesHQ recorded Nov 6, 2026	501-1,000	928 contacts →
	Exact match “Human Interest is founded on a simple idea: Affordable, zero-transaction fee 401(k) plans for small and medium businesses.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	Advisors Excel	Exact match	Topeka, KS, United StatesHQ recorded Nov 6, 2026	501-1,000	814 contacts →
	Exact match “Advisors Excel helps transform independent financial advisors from good advisors into great business owners so they can enjoy more freedom, growth and fun.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	Lincoln Investment	Exact match	Fort Washington, PA, United StatesHQ recorded Nov 6, 2026	201-500	759 contacts →
	Exact match “As a full-service broker-dealer and registered investment adviser, Lincoln Investment knows that there are many destinations along your life’s journey that require financial…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	Security Benefit	Exact match	Topeka, KS, United StatesHQ recorded Nov 6, 2026	501-1,000	745 contacts →
	Exact match “Saving for a confident, comfortable retirement is one of the best things individuals can do for their long-term financial and emotional well-being.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	Beacon Pointe	Exact match	Newport Beach, CA, United StatesHQ recorded Nov 6, 2026	501-1,000	738 contacts →
	Exact match “Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions, defined contribution plans…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	Savant Wealth Management	Exact match	Rockford, CA, United StatesHQ recorded Nov 6, 2026	501-1,000	687 contacts →
	Exact match “Savant Wealth Management is a leading independent, nationally recognized, fee-only firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24	EP Wealth Advisors	Exact match	Torrance, CA, United StatesHQ recorded Nov 6, 2026	501-1,000	648 contacts →
	Exact match “EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $49.1 billion in client assets under management (as of 6/30/26).” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25	Hightower Advisors	Exact match	Chicago, IL, United StatesHQ recorded Nov 6, 2026	1,001-5,000	613 contacts →
	Exact match “Hightower is a wealth management firm that provides investment, financial, and retirement planning services to individuals, families, and institutions, as well as 401(k)…” Recorded in the RevenueBase company graph · Nov 6, 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 “401k advisors”. 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 25 of 17,739 401k advisors based in the United States

See the full list, filter by size, metro and specialty, and access 130,746 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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401k advisors based in the United States at a glance

As of Nov 6, 2026

44.1%Verified-email coverage

16.7Average contacts per company

1-10Median size (employees)

1.8%Largest-city concentration · New York

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

13,271

11-50

3,535

51-200

626

201-500

129

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 17,739 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 the United States whose business descriptions match “401k advisors” 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 130,746 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 6, 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.

401k advisors by metro

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 “401k advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many 401k advisors are there based in the United States?

RevenueBase identified 17,739 company matches for 401k advisors associated with the 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?

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

Which city has the most 401k advisors?

New York leads with 315 company records, followed by Houston (209) and Atlanta (201).

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 130,746 professional contacts with verified work emails tracked across these 17,739 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 6, 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.