Company lists · Data refreshed September 2026
Top 21 401k plan advisors based in Toronto, Canada
RevenueBase identified 58 401k plan advisors headquartered in Toronto, Canada as of September 2026 and tracks 2,871 professional contacts across them, including 70 with verified work emails and 444 with mobile numbers. Toronto is the largest hub.
This list covers 401k plan advisors headquartered in Toronto, Canada, 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.
The 21 largest 401k plan advisors based in Toronto, Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 29 contacts → | ||||
Partial evidence “Creative Planning Financial Group was formed in 1971 with the goal of being the financial advisors of choice to the business community and professionals.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 2 | 14 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 3 | 7 contacts → | ||||
Partial evidence “Basis Wealth is the advisory firm that brings ease and intellect to financial planning for professional families.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 4 | 4 contacts → | ||||
Indirect evidence “You know where you want to go-we show you how to get there.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 4 contacts → | ||||
Partial evidence “We’re a unique financial advisory firm.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 6 | 3 contacts → | ||||
Indirect evidence “At LTCI Consulting, our mission is to empower individuals, families, and business owners to make confident financial decisions through clarity, education, and integrated planning.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 3 contacts → | ||||
Indirect evidence “At Rockfield Financial, we help you understand your financial needs and show you how to take action to protect your most important assets: you and your family.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 3 contacts → | ||||
Partial evidence “At Publow Advisory, your financial success is our top priority.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 3 contacts → | ||||
Indirect evidence “With 10 years experience in financial services, Ivy Financial provides you, your family and your business with professional services in financial planning, including retirement…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 2 contacts → | ||||
Partial evidence “Financial Advisors Providing Holistic Financial Planning | Helping You Protect What Matters Most We’re a team of financial planning experts.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 11 | 2 contacts → | ||||
Partial evidence “Singer Steinberg is a Group Benefit and Retirement planning advisory firm located in Canada.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 12 | 2 contacts → | ||||
Indirect evidence “At Retirement Income Group we believe that a team approach will provide better long term results for our clients and their families.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 13 | 2 contacts → | ||||
Partial evidence “Allan Small is a Senior Investment Advisor with iA Private Wealth, a trademark and business name under which iA Private Wealth Inc.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 14 | 2 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 15 | 2 contacts → | ||||
Indirect evidence “We believe you deserve better solutions that will grow your wealth and protect your life savings.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 16 | 2 contacts → | ||||
Indirect evidence “Pyramid Financial Planning was founded in 2010 from humble beginnings and has since experienced exponential growth in offering a multitude of personal financial planning services.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 17 | 1 contacts → | ||||
Partial evidence “IT’S ABOUT YOU AND YOUR FUTURE We believe one of your most important financial decisions is choosing a professional advisor who is trustworthy, knowledgeable and above all, who…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 18 | 1 contacts → | ||||
Partial evidence “PRL Benefits Limited creates group benefits and retirement savings plans that express your business philosophy and enhance the health and wealth of your employees.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 19 | 1 contacts → | ||||
Indirect evidence “Welcome to Group Wealth Strategies Inc!” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 20 | 1 contacts → | ||||
Partial evidence “Infinity Finance & Investment Inc is a company dedicated to design, develop and implement the Financial Plan for individuals, families and business owners.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 21 | 1 contacts → | ||||
Indirect evidence “We partner with employers and associations offering a consultative approach to managing their employee benefit and retirement programs.” Source: RevenueBase Database · checked Sep 19, 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: 401k plan advisors. 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 401k plan advisors.
- Partial evidence
- Its own public description names part of 401k plan advisors, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name 401k plan advisors. 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 21 of 58 401k plan advisors based in Toronto, Canada
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401k plan advisors based in Toronto, Canada at a glance
As of Sep 19, 2026Companies by employee count
Freshness & accuracy
How recently the business emails were verified and the company information checked
Email last verified
Median 22.0dCompany record updated
Median 69.0dHow 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 401k plan advisors, 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 Toronto, Canada whose own description of what they do matches “401k plan advisors”. 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 401k plan advisors), 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 401k plan advisors, and records with no verified work email. Companies headquartered outside Toronto 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, 70 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.
401k plan advisors by metro in Canada
- 401k plan advisors in Toronto58
- 401k plan advisors in Calgary30
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 401k plan advisors, 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 401k plan advisors are there based in Toronto, Canada?
RevenueBase identified 58 401k plan advisors headquartered in Toronto, Canada 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?
Creative Planning Financial Group, headquartered in Toronto, tops this list with the largest team on record.
Which city has the most 401k plan advisors?
Toronto leads with 58 headquartered companies, followed by Calgary (30) and Edmonton (22).
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 70 verified decision-maker contacts tracked across these 58 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.
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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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