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 401k plan advisors headquartered in 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 401k plan advisors headquartered in the United States, 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

9,926Companies

99,634Contacts tracked

44,589Verified emails

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

Ranked by team size

Top 25 of 9,926 401k plan advisors based in the United States, 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	Empower	Indirect evidence	Greenwood Village, CO, United StatesHQ checked Sep 19, 2026	10001+	9,313 contacts →
	Indirect evidence “At Empower, we’ve always been guided by strong values with a focus on helping people achieve the financial freedom they deserve.” Source: RevenueBase Database · checked Sep 19, 2026
2	Jackson	Indirect evidence	Lansing, MI, United StatesHQ checked Sep 19, 2026	1,001-5,000	3,204 contacts →
	Indirect evidence “Jackson® (NYSE: JXN) is committed to helping clarify the complexity of retirement planning – for financial professionals and their clients.” Source: RevenueBase Database · checked Sep 19, 2026
3	Wilmington Trust	Indirect evidence	Wilmington, DE, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,951 contacts →
	Indirect evidence “Wilmington Trust has built deep and lasting relationships, put our clients first, and provided innovative advice for complex situations.” Source: RevenueBase Database · checked Sep 19, 2026
4	Captrust	Strong evidence	Raleigh, NC, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,768 contacts →
	Strong evidence “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Source: RevenueBase Database · checked Sep 19, 2026
5	Cerity Partners	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,491 contacts →
	Indirect evidence “Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Source: RevenueBase Database · checked Sep 19, 2026
6	Edelman Financial Engines	Indirect evidence	Santa Clara, CA, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,482 contacts →
	Indirect evidence “For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.” Source: RevenueBase Database · checked Sep 19, 2026
7	Goldman Sachs Ayco	Indirect evidence	Cohoes, NY, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,452 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 19, 2026
8	Human Interest	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	501-1,000	812 contacts →
	Partial evidence “Human Interest is founded on a simple idea: Affordable, zero-transaction fee 401(k) plans for small and medium businesses.” Source: RevenueBase Database · checked Sep 19, 2026
9	Security Benefit	Indirect evidence	Topeka, KS, United StatesHQ checked Sep 19, 2026	501-1,000	686 contacts →
	Indirect evidence “Saving for a confident, comfortable retirement is one of the best things individuals can do for their long-term financial and emotional well-being.” Source: RevenueBase Database · checked Sep 19, 2026
10	HBK Cpas & Consultants	Indirect evidence	Canfield, OH, United StatesHQ checked Sep 19, 2026	501-1,000	641 contacts →
	Indirect evidence “Established in 1949, HBK is a multidisciplinary financial services firm offering the collective intelligence of hundreds of professionals committed to delivering exceptional…” Source: RevenueBase Database · checked Sep 19, 2026
11	Hightower Advisors	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 19, 2026	1,001-5,000	575 contacts →
	Indirect evidence “Hightower is a wealth management firm that provides investment, financial, and retirement planning services to individuals, families, and institutions, as well as 401(k)…” Source: RevenueBase Database · checked Sep 19, 2026
12	Savant Wealth Management	Indirect evidence	Rockford, IL, United StatesHQ checked Sep 19, 2026	501-1,000	565 contacts →
	Indirect evidence “At Savant Wealth Management, we’re on a mission to make a difference in the lives of one million people.” Source: RevenueBase Database · checked Sep 19, 2026
13	Baystate Financial	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	501-1,000	506 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 19, 2026
14	USI Consulting Group	Partial evidence	Glastonbury, CT, United StatesHQ checked Sep 19, 2026	501-1,000	453 contacts →
	Partial evidence “USI Consulting Group (USICG), an industry leading, full-service retirement plan consulting and benefits administration firm, has been helping employers enable their workforce to…” Source: RevenueBase Database · checked Sep 19, 2026
15	Wealthspire Advisors	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	201-500	437 contacts →
	Partial evidence “Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with 350+ associates in over 20 locations across the country.” Source: RevenueBase Database · checked Sep 19, 2026
16	Aldrich	Indirect evidence	Portland, OR, United StatesHQ checked Sep 19, 2026	201-500	410 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 19, 2026
17	Raymond James & Associates, INC	Partial evidence	Saint Petersburg, FL, United StatesHQ checked Sep 19, 2026	10001+	404 contacts →
	Partial evidence “Our professional financial advisors provide financial services for individuals looking for retirement planning, investment advice, and wealth management.” Source: RevenueBase Database · checked Sep 19, 2026
18	Westpac Wealth Partners	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 19, 2026	201-500	393 contacts →
	Indirect evidence “At WestPac Wealth Partners, we take pride in delivering cutting-edge strategies.” Source: RevenueBase Database · checked Sep 19, 2026
19	Sequoia Financial Group	Partial evidence	Akron, OH, United StatesHQ checked Sep 19, 2026	201-500	388 contacts →
	Partial evidence “At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary…” Source: RevenueBase Database · checked Sep 19, 2026
20	Huntington Financial Advisors	Indirect evidence	Columbus, OH, United StatesHQ checked Sep 19, 2026	1,001-5,000	357 contacts →
	Indirect evidence “Welcome to the Next Level of Investing, Advice and Planning.” Source: RevenueBase Database · checked Sep 19, 2026
21	Prime Capital Financial	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 19, 2026	201-500	345 contacts →
	Indirect evidence “Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Source: RevenueBase Database · checked Sep 19, 2026
22	PCS Retirement	Indirect evidence	Philadelphia, PA, United StatesHQ checked Sep 19, 2026	201-500	342 contacts →
	Indirect evidence “PCS Retirement is one of the nation's largest independent and conflict-free retirement solution providers.” Source: RevenueBase Database · checked Sep 19, 2026
23	Pontera	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	201-500	328 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
24	Lenox Advisors	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	201-500	323 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 19, 2026
25	United Capital Financial Advisors, LLC	Partial evidence	Irving, TX, United StatesHQ checked Sep 19, 2026	201-500	310 contacts →
	Partial evidence “United Capital Financial Advisors, LLC, is a registered investment advisor providing comprehensive planning and investing strategies to make investors more confident about using…” 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 9,926 401k plan advisors based in the United States

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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

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 the United States 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 United States 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, 44,589 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

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 the United States?

RevenueBase identified 9,926 401k plan advisors headquartered in the United States 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?

Empower, headquartered in Greenwood Village, tops this list with the largest team on record.

Which city has the most 401k plan advisors?

New York leads with 126 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 44,589 verified decision-maker contacts tracked across these 9,926 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.