Company lists · Data refreshed September 2026

Top 25 401k plan advisors based in the United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 9,926 companies tracked

RevenueBase identified 9,926 company matches for 401k plan advisors associated with the United States as of September 2026 and tracks 99,634 professional contacts across them, including 44,589 with verified work emails. New York is the largest hub.

This list covers company matches for 401k plan 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 September 19, 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 Sep 19, 2026 How this list was built

9,926Companies

99,634Contacts tracked

44,589Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest 401k plan advisors based in the United States

Ranked by team size

Top 25 of 9,926 company matches for 401k plan advisors based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 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	Empower	Exact match	Greenwood Village, CO, United StatesHQ recorded Sep 19, 2026	10001+	9,313 contacts →
	Exact match “At Empower, we’ve always been guided by strong values with a focus on helping people achieve the financial freedom they deserve.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2	Jackson	Exact match	Lansing, MI, United StatesHQ recorded Sep 19, 2026	1,001-5,000	3,204 contacts →
	Exact match “Jackson® (NYSE: JXN) is committed to helping clarify the complexity of retirement planning – for financial professionals and their clients.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
3	Wilmington Trust	Exact match	Wilmington, DE, United StatesHQ recorded Sep 19, 2026	1,001-5,000	1,951 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 · Sep 19, 2026 · View company records in RevenueBase
4	Captrust	Exact match	Raleigh, NC, United StatesHQ recorded Sep 19, 2026	1,001-5,000	1,768 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 · Sep 19, 2026 · View company records in RevenueBase
5	Cerity Partners	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	1,001-5,000	1,491 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 · Sep 19, 2026 · View company records in RevenueBase
6	Edelman Financial Engines	Exact match	Santa Clara, CA, United StatesHQ recorded Sep 19, 2026	1,001-5,000	1,482 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 · Sep 19, 2026 · View company records in RevenueBase
7	Goldman Sachs Ayco	Exact match	Cohoes, NY, United StatesHQ recorded Sep 19, 2026	1,001-5,000	1,452 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 · Sep 19, 2026 · View company records in RevenueBase
8	Human Interest	Exact match	San Francisco, CA, United StatesHQ recorded Sep 19, 2026	501-1,000	812 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 · Sep 19, 2026 · View company records in RevenueBase
9	Security Benefit	Exact match	Topeka, KS, United StatesHQ recorded Sep 19, 2026	501-1,000	686 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 · Sep 19, 2026 · View company records in RevenueBase
10	HBK Cpas & Consultants	Exact match	Canfield, OH, United StatesHQ recorded Sep 19, 2026	501-1,000	641 contacts →
	Exact match “Established in 1949, HBK is a multidisciplinary financial services firm offering the collective intelligence of hundreds of professionals committed to delivering exceptional…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11	Hightower Advisors	Exact match	Chicago, IL, United StatesHQ recorded Sep 19, 2026	1,001-5,000	575 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 · Sep 19, 2026 · View company records in RevenueBase
12	Savant Wealth Management	Exact match	Rockford, IL, United StatesHQ recorded Sep 19, 2026	501-1,000	565 contacts →
	Exact match “At Savant Wealth Management, we’re on a mission to make a difference in the lives of one million people.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13	Baystate Financial	Exact match	Boston, MA, United StatesHQ recorded Sep 19, 2026	501-1,000	506 contacts →
	Exact match “For over a century, Baystate Financial has been helping clients gain clarity and financial independence-empowering them to build, protect, and distribute wealth with confidence.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
14	USI Consulting Group	Exact match	Glastonbury, CT, United StatesHQ recorded Sep 19, 2026	501-1,000	453 contacts →
	Exact match “USI Consulting Group (USICG), an industry leading, full-service retirement plan consulting and benefits administration firm, has been helping employers enable their workforce to…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
15	Wealthspire Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	201-500	437 contacts →
	Exact match “Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with 350+ associates in over 20 locations across the country.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
16	Aldrich	Exact match	Portland, OR, United StatesHQ recorded Sep 19, 2026	201-500	410 contacts →
	Exact match “For more than 50 years, Aldrich has worked with businesses, their owners, and their employees to help them achieve their professional and personal financial goals.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
17	Raymond James & Associates, INC	Exact match	St. Petersburg, FL, United StatesHQ recorded Sep 19, 2026	10001+	404 contacts →
	Exact match “Our professional financial advisors provide financial services for individuals looking for retirement planning, investment advice, and wealth management.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
18	Westpac Wealth Partners	Exact match	San Diego, CA, United StatesHQ recorded Sep 19, 2026	201-500	393 contacts →
	Exact match “At WestPac Wealth Partners, we take pride in delivering cutting-edge strategies.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
19	Sequoia Financial Group	Exact match	Akron, OH, United StatesHQ recorded Sep 19, 2026	201-500	388 contacts →
	Exact match “At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
20	Huntington Financial Advisors	Exact match	Columbus, OH, United StatesHQ recorded Sep 19, 2026	1,001-5,000	357 contacts →
	Exact match “Welcome to the Next Level of Investing, Advice and Planning.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
21	Prime Capital Financial	Exact match	Overland Park, KS, United StatesHQ recorded Sep 19, 2026	201-500	345 contacts →
	Exact match “Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
22	PCS Retirement	Exact match	Philadelphia, PA, United StatesHQ recorded Sep 19, 2026	201-500	342 contacts →
	Exact match “PCS Retirement is one of the nation's largest independent and conflict-free retirement solution providers.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
23	Pontera	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	201-500	328 contacts →
	Exact match “Pontera is a fintech company on a mission to help millions of Americans retire better by enabling financial advisors to securely and compliantly manage their clients' 401(k)s…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
24	Lenox Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	201-500	323 contacts →
	Exact match “Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
25	United Capital Financial Advisors, LLC	Exact match	Irving, TX, United StatesHQ recorded Sep 19, 2026	201-500	310 contacts →
	Exact match “United Capital Financial Advisors, LLC, is a registered investment advisor providing comprehensive planning and investing strategies to make investors more confident about using…” Recorded in the RevenueBase company graph · Sep 19, 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 plan 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 9,926 401k plan advisors based in the United States

See the full list, filter by size, metro and specialty, and access 44,589 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

401k plan advisors based in the United States at a glance

As of Sep 19, 2026

44.8%Verified-email coverage

10.0Average contacts per company

1-10Median size (employees)

1.3%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

7,518

11-50

1,915

51-200

331

201-500

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 9,926 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 plan 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 44,589 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 September 19, 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 plan 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 plan advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 9,926 company matches for 401k plan advisors associated with the United States as of September 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?

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

Which city has the most 401k plan advisors?

New York leads with 127 company records, followed by Houston (120) and Atlanta (108).

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 44,589 professional contacts with verified work emails tracked across these 9,926 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 September 19, 2026.

Ready to reach these companies? Verified emails and direct dials for all 9,926 401k plan advisors based in the United States. Start with a free account, no credit card.

Download this list →

Related lists

401k plan advisors by geography

Browse the directory

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.