Company lists · Data refreshed September 2026

Top 25 401k plan advisors based in London, United Kingdom

Name: 401k plan advisors based in London, United Kingdom
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 106 companies tracked

RevenueBase identified 106 401k plan advisors headquartered in London, United Kingdom as of September 2026 and tracks 2,030 professional contacts across them, including 647 with verified work emails and 119 with mobile numbers. London is the largest hub.

This list covers 401k plan advisors headquartered in London, United Kingdom, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review

106Companies

2,030Contacts tracked

647Verified emails

119Mobile numbers

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The 25 largest 401k plan advisors based in London, United Kingdom

Ranked by team size

Top 25 of 106 401k plan advisors based in London, United Kingdom, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to 401k plan advisors: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Chase DE Vere	Indirect evidence	London, United KingdomHQ checked Sep 19, 2026	201-500	589 contacts →
	Indirect evidence “At Chase de Vere, we believe the only worthwhile advice is independent advice.” Source: RevenueBase Database · checked Sep 19, 2026
2	Clearwater Wealth Management	Partial evidence	London, United KingdomHQ checked Sep 19, 2026	201-500	135 contacts →
	Partial evidence “Clearwater Wealth Management, established in 2005, is a leading London based financial advisory firm and a proud Principal Partner Practice of St.” Source: RevenueBase Database · checked Sep 19, 2026
3	NOVA	Indirect evidence	London, United KingdomHQ checked Sep 19, 2026	51-200	88 contacts →
	Indirect evidence “We take the uncertainty out of your finances – with straight-talking advice to help you do more with your money.” Source: RevenueBase Database · checked Sep 19, 2026
4	Retirement Advantage	Indirect evidence	London, United KingdomHQ checked Sep 19, 2026	201-500	88 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
5	Connor Broadley	Indirect evidence	London, United KingdomHQ checked Sep 19, 2026	11-50	34 contacts →
	Indirect evidence “Connor Broadley is an independent, owner-managed company based in Mayfair, specialising in wealth management for private clients, and employee benefit consultancy for corporates.” Source: RevenueBase Database · checked Sep 19, 2026
6	Humboldt Financial	Indirect evidence	London, United KingdomHQ checked Sep 19, 2026	11-50	26 contacts →
	Indirect evidence “Humboldt Financial is a financial planning firm located in London, United Kingdom.” Source: RevenueBase Database · checked Sep 19, 2026
7	ONE Financial Planning LTD	Indirect evidence	London, United KingdomHQ checked Sep 19, 2026	11-50	20 contacts →
	Indirect evidence “One Financial offers a discreet and sophisticated financial planning service with a longstanding reputation for professional advice and exceptional levels of customer service.” Source: RevenueBase Database · checked Sep 19, 2026
8	Monenti Partners	Indirect evidence	London, United KingdomHQ checked Sep 19, 2026	1-10	13 contacts →
	Indirect evidence “Monenti Partners provides bespoke financial planning to support you through some of life’s biggest transitions, including- Retirement planning - Building, protecting, and…” Source: RevenueBase Database · checked Sep 19, 2026
9	Hamish Leng & Company LTD	Indirect evidence	London, United KingdomHQ checked Sep 19, 2026	11-50	12 contacts →
	Indirect evidence “Based in Knightsbridge, we look after individuals and families to help them achieve financial security and order, and live the lives they want.” Source: RevenueBase Database · checked Sep 19, 2026
10	Oakway Wealth Management Ltd, Senior Partner Practice Of St. James's Place	Indirect evidence	London, United KingdomHQ checked Sep 19, 2026	1-10	11 contacts →
	Indirect evidence “We give you confidence and clarity over your financial decisions First, we help you to consider what is possible.” Source: RevenueBase Database · checked Sep 19, 2026
11	Aetas Partners	Partial evidence	London, United KingdomHQ checked Sep 19, 2026	1-10	10 contacts →
	Partial evidence “We provide an innovative family office service which connects you with private client professionals to curate your lifetime and succession plans.” Source: RevenueBase Database · checked Sep 19, 2026
12	Generation Financial Services	Indirect evidence	London, United KingdomHQ checked Sep 19, 2026	1-10	8 contacts →
	Indirect evidence “Generation Financial Services specialise in providing consultancy, advice, management and administration of personal financial planning and employee benefits in London and across…” Source: RevenueBase Database · checked Sep 19, 2026
13	Engage Financial Services	Indirect evidence	London, United KingdomHQ checked Sep 19, 2026	1-10	7 contacts →
	Indirect evidence “Financial Freedom is about being in control of your finances, having the ability to pursue your passions and live the life you want.” Source: RevenueBase Database · checked Sep 19, 2026
14	Rockbridge Financial Solutions	Partial evidence	London, United KingdomHQ checked Sep 19, 2026	1-10	7 contacts →
	Partial evidence “Rockbridge Financial Solutions - Helping You Protect and Grow Your Wealth Rockbridge Financial Solutions is an Independent Financial Advisory business based at 1 Cornhill in the…” Source: RevenueBase Database · checked Sep 19, 2026
15	Vantage Wealth Management	Indirect evidence	London, United KingdomHQ checked Sep 19, 2026	11-50	7 contacts →
	Indirect evidence “At Vantage, we want to make financial advice available to all, so no matter your income, assets, background, finances, if you can save a little or a lot; we want to work with you.” Source: RevenueBase Database · checked Sep 19, 2026
16	Confido Wealth	Partial evidence	London, United KingdomHQ checked Sep 19, 2026	1-10	7 contacts →
	Partial evidence “Confido Wealth is a boutique financial advisory firm that offers tailored advice to suit our clients’ specific needs.” Source: RevenueBase Database · checked Sep 19, 2026
17	Morgans Independent Financial Advisers LTD	Indirect evidence	London, United KingdomHQ checked Sep 19, 2026	11-50	6 contacts →
	Indirect evidence “Morgans was originally established in 1987 and is both independent and privately owned.” Source: RevenueBase Database · checked Sep 19, 2026
18	Contractor Financial	Indirect evidence	London, United KingdomHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect evidence “We provide tailored financial advice for contractors and self-employed individuals.” Source: RevenueBase Database · checked Sep 19, 2026
19	GDA Financial Partners LLP	Indirect evidence	London, United KingdomHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence “Established in 2011, we at GDA Financial Partners understand the individual needs of our clients.” Source: RevenueBase Database · checked Sep 19, 2026
20	Stadden Forbes Financial Planning	Indirect evidence	London, United KingdomHQ checked Sep 19, 2026	11-50	5 contacts →
	Indirect evidence “Financial planning and investment management team for all walks of life.” Source: RevenueBase Database · checked Sep 19, 2026
21	Rosart	Indirect evidence	London, United KingdomHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence “Nestled in the heart of London's West End, Rosart provides financial planning advice to individuals and families, along with employee benefit support to businesses of all sizes.” Source: RevenueBase Database · checked Sep 19, 2026
22	Financial Relationships LLP	Indirect evidence	London, United KingdomHQ checked Sep 19, 2026	11-50	5 contacts →
	Indirect evidence “Financial Relationships LLP offers a range of services backed by knowledge, expertise and experience.” Source: RevenueBase Database · checked Sep 19, 2026
23	Generation Wealth Management	Indirect evidence	London, United KingdomHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence “Helping you to build solid financial foundations for a more secure future.” Source: RevenueBase Database · checked Sep 19, 2026
24	Greycross Partners	Indirect evidence	London, United KingdomHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect evidence “Independent advisers who make the time to think differently.” Source: RevenueBase Database · checked Sep 19, 2026
25	Plfm LTD	Indirect evidence	London, United KingdomHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect evidence “Philip Lucas began his career in the financial services industry in 1986 with Legal & General.” Source: RevenueBase Database · checked Sep 19, 2026

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 25 of 106 401k plan advisors based in London, United Kingdom

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401k plan advisors based in London, United Kingdom at a glance

As of Sep 19, 2026

31.9%Verified-email coverage

5.9%Mobile-number coverage

19.2Average contacts per company

1-10Median size (employees)

100.0%Largest-city concentration · London

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

5,001-10,000

10001+

Freshness & accuracy

How recently the business emails were verified and the company information checked

Email last verified

Median 22.0d

4920–30

14631–60

761–90

090–180

2180+

Company record updated

Median 71.0d

00–30

51531–60

1,03061–90

36290–180

123180+

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 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 London, United Kingdom 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 London 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, 647 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 the United Kingdom

401k plan advisors in London106

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 London, United Kingdom?

RevenueBase identified 106 401k plan advisors headquartered in London, United Kingdom 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?

Chase DE Vere, headquartered in London, tops this list with the largest team on record.

Which city has the most 401k plan advisors?

London leads with 106 headquartered companies, followed by Bristol (18) and Edinburgh (14).

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 647 verified decision-maker contacts tracked across these 106 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.