Company lists · Data refreshed September 2026
Top 16 401k plan advisors based in Boca Raton, United States
RevenueBase identified 31 company matches for 401k plan advisors associated with Boca Raton, United States as of September 2026 and tracks 366 professional contacts across them, including 159 with verified work emails. Across the United States, New York is the largest hub for this category (126 companies); Boca Raton has 31.
This list covers company matches for 401k plan advisors associated with Boca Raton, 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.
The 16 largest 401k plan advisors based in Boca Raton, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 147 contacts → | ||||
Exact match “Slavic401k provides retirement savings solutions for small businesses, including a 401(k) administration platform that is custom tailored to the needs of PEOs, associations…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 2 | 31 contacts → | ||||
Exact match “Retirement is one of life’s most meaningful transitions, and at Singer Wealth, we believe it deserves more than a generic financial plan.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 3 | 12 contacts → | ||||
Exact match “Our responsibility to our clients comes first.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 4 | 11 contacts → | ||||
Exact match “Benchmark Financial Wealth Advisors is an independent advisory firm providing wealth guidance, investment management, financial planning and qualified retirement plan services.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 5 | 9 contacts → | ||||
Exact match “From the beginning, WealthCare Financial was created to educate and plan for our client’s unique goals.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 6 | 9 contacts → | ||||
Exact match “Jacobs Family Advisors is at the forefront of financial innovation, committed to empowering small businesses and individuals with tailor-made financial solutions.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 7 | 8 contacts → | ||||
Exact match “Our Wealth Advisory Team has broad planning experience, extensive knowledge and strong analytical skills.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 8 | 6 contacts → | ||||
Exact match “CMC Interactive, LLC provides comprehensive Third Party Administration (TPA) and daily recordkeeping solutions to retirement plans.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 9 | 5 contacts → | ||||
Exact match “Greenline Wealth Management is an independent Registered Investment Advisor firm that serves individuals and corporations.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 10 | 5 contacts → | ||||
Exact match “The Spectrum Planning Group is a financial planning Practice that focuses on providing personal retirement and investment advisory services to individuals, families and small…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 11 | 3 contacts → | ||||
Exact match “At Secure Wealth Planning Group, we believe that life is more than a paycheck.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 12 | 3 contacts → | ||||
Exact match “Greener Path Retirement has the flexibility to offer clients access to a wide range of non-proprietary products and services - without the obligation to sell any particular…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 13 | 3 contacts → | ||||
Exact match “Built on a simple idea and a belief for business owners.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 14 | 3 contacts → | ||||
Exact match “Montanti Advisory Services LLC specializes in 401k Plan consulting for plan sizes between $1 million to $50 million in assets, as well as full-scale private wealth management and…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 15 | 2 contacts → | ||||
Exact match “Assurance Financial Group is one of the leading financial planning firms serving Broward and Palm Beach counties in Florida and the Minneapolis–Saint Paul metro area in Minnesota.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 16 | 1 contacts → | ||||
Exact match “The Retirement Readiness Institute works with employer sponsored retirement plans having 30 to employees.” 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 16 of 31 401k plan advisors based in Boca Raton, United States
See the full list, filter by size, metro and specialty, and access 159 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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401k plan advisors based in Boca Raton, United States at a glance
As of Sep 19, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Boca Raton, so it is reported there. Company counts and contact totals on this page are exact for Boca Raton, over 31 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 Boca Raton, 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 159 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 in the United States
- 401k plan advisors in New York126
- 401k plan advisors in Houston120
- 401k plan advisors in Atlanta108
- 401k plan advisors in San Diego96
- 401k plan advisors in Chicago86
- 401k plan advisors in Scottsdale81
- 401k plan advisors in Dallas77
- 401k plan advisors in Charlotte69
- 401k plan advisors in Austin67
- 401k plan advisors in Denver64
- 401k plan advisors in Portland63
- 401k plan advisors in Overland Park60
- 401k plan advisors in Cincinnati59
- 401k plan advisors in Tampa55
- 401k plan advisors in Greenville50
- 401k plan advisors in Irvine46
- 401k plan advisors in Los Angeles46
- 401k plan advisors in Phoenix46
- 401k plan advisors in Raleigh46
- 401k plan advisors in Columbia45
- 401k plan advisors in Columbus45
- 401k plan advisors in San Francisco45
- 401k plan advisors in Greenwood Village43
- 401k plan advisors in Indianapolis43
- 401k plan advisors in Newport Beach43
- 401k plan advisors in San Antonio43
- 401k plan advisors in Las Vegas42
- 401k plan advisors in Pittsburgh42
- 401k plan advisors in Seattle42
- 401k plan advisors in Grand Rapids41
- 401k plan advisors in Rochester39
- 401k plan advisors in Bellevue36
- 401k plan advisors in Wilmington36
- 401k plan advisors in Omaha35
- 401k plan advisors in Boston34
- 401k plan advisors in Springfield34
- 401k plan advisors in Jacksonville33
- 401k plan advisors in Minneapolis31
- 401k plan advisors in Plano31
- 401k plan advisors in Colorado Springs30
- 401k plan advisors in Fort Lauderdale30
- 401k plan advisors in Miami30
- 401k plan advisors in Tulsa30
- 401k plan advisors in Orlando29
- 401k plan advisors in Richmond29
- 401k plan advisors in Sarasota29
- 401k plan advisors in Troy29
- 401k plan advisors in Madison28
- 401k plan advisors in Tucson28
- 401k plan advisors in Birmingham27
- 401k plan advisors in Lexington27
- 401k plan advisors in Kansas City26
- 401k plan advisors in Knoxville26
- 401k plan advisors in Cleveland25
- 401k plan advisors in Fort Worth25
- 401k plan advisors in Louisville25
- 401k plan advisors in Philadelphia25
- 401k plan advisors in Salt Lake City25
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 Boca Raton, United States?
RevenueBase identified 31 company matches for 401k plan advisors associated with Boca Raton, 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?
Slavic401k tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in the United States has the most 401k plan advisors?
New York leads the United States with 126 company records, followed by Houston (120) and Atlanta (108). Boca Raton has 31.
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 159 professional contacts with verified work emails tracked across these 31 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 31 401k plan advisors based in Boca Raton, United States. Start with a free account, no credit card.
Download this list →Related lists
401k plan advisors by geography
- 401k plan advisors based in Melbourne, Australia
- 401k plan advisors based in Sydney, Australia
- 401k plan advisors based in Sao Paulo, Brazil
- 401k plan advisors based in Calgary, Canada
- 401k plan advisors based in Toronto, Canada
- 401k plan advisors based in Paris, France
- 401k plan advisors based in Mumbai, India
- 401k plan advisors based in Cape Town, South Africa
- 401k plan advisors based in Johannesburg, South Africa
- 401k plan advisors based in London, United Kingdom
- 401k plan advisors based in Atlanta, United States
- 401k plan advisors based in Austin, United States
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- 401k plan advisors based in Melbourne, Australia
- 401k plan advisors based in Sydney, Australia
- 401k plan advisors based in Sao Paulo, Brazil
- 401k plan advisors based in Calgary, Canada
- 401k plan advisors based in Toronto, Canada
- 401k plan advisors based in Paris, France
Company intelligence · public preview
Top 16 401k plan advisors based in Boca Raton, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 31 matching company records for 401k plan advisors based in Boca Raton, United States, with 366 tracked contacts and 159 verified work emails.
This public preview shows 16 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 19, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 16 401k plan advisors based in Boca Raton, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Slavic401kslavic401k.comHQ: Boca Raton, FL, United StatesReported employees: 201-500 | Boca Raton, FL, United States | 201-500 | Exact match | 147 contacts → |
“Slavic401k provides retirement savings solutions for small businesses, including a 401(k) administration platform that is custom tailored to the needs of PEOs, associations…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Singer Wealthsingerwealth.com HQ: Boca Raton, FL, United StatesReported employees: 11-50 | Boca Raton, FL, United States | 11-50 | Exact match | 31 contacts → |
“Retirement is one of life’s most meaningful transitions, and at Singer Wealth, we believe it deserves more than a generic financial plan.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Wealth Empowerment Financial Strategieswealthempowermentfs.comHQ: Boca Raton, FL, United StatesReported employees: 11-50 | Boca Raton, FL, United States | 11-50 | Exact match | 12 contacts → |
“Our responsibility to our clients comes first.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Benchmark Financial Wealth Advisorsbfllc.comHQ: Boca Raton, FL, United StatesReported employees: 1-10 | Boca Raton, FL, United States | 1-10 | Exact match | 11 contacts → |
“Benchmark Financial Wealth Advisors is an independent advisory firm providing wealth guidance, investment management, financial planning and qualified retirement plan services.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Wealthcare Financialaskwealthcare.comHQ: Boca Raton, FL, United StatesReported employees: 1-10 | Boca Raton, FL, United States | 1-10 | Exact match | 9 contacts → |
“From the beginning, WealthCare Financial was created to educate and plan for our client’s unique goals.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Jacobs Family Advisors LLCjacobsfamilyadvisors.comHQ: Boca Raton, FL, United StatesReported employees: 11-50 | Boca Raton, FL, United States | 11-50 | Exact match | 9 contacts → |
“Jacobs Family Advisors is at the forefront of financial innovation, committed to empowering small businesses and individuals with tailor-made financial solutions.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Generations Wealth Advisorsgenerationswealthadvisors.comHQ: Boca Raton, FL, United StatesReported employees: 1-10 | Boca Raton, FL, United States | 1-10 | Exact match | 8 contacts → |
“Our Wealth Advisory Team has broad planning experience, extensive knowledge and strong analytical skills.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | CMC Interactive, LLCcmcinteractive.com HQ: Boca Raton, FL, United StatesReported employees: 11-50 | Boca Raton, FL, United States | 11-50 | Exact match | 6 contacts → |
“CMC Interactive, LLC provides comprehensive Third Party Administration (TPA) and daily recordkeeping solutions to retirement plans.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Greenline Wealth Managementgreenlinewm.comHQ: Boca Raton, FL, United StatesReported employees: 1-10 | Boca Raton, FL, United States | 1-10 | Exact match | 5 contacts → |
“Greenline Wealth Management is an independent Registered Investment Advisor firm that serves individuals and corporations.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | The Spectrum Planning Groupspectrumplanninggroup.com HQ: Boca Raton, FL, United StatesReported employees: 1-10 | Boca Raton, FL, United States | 1-10 | Exact match | 5 contacts → |
“The Spectrum Planning Group is a financial planning Practice that focuses on providing personal retirement and investment advisory services to individuals, families and small…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Secure Wealth Planning Groupsecurewpg.comHQ: Boca Raton, FL, United StatesReported employees: 1-10 | Boca Raton, FL, United States | 1-10 | Exact match | 3 contacts → |
“At Secure Wealth Planning Group, we believe that life is more than a paycheck.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Greener Path Retirement Planninggreenerpathrp.comHQ: Boca Raton, FL, United StatesReported employees: 1-10 | Boca Raton, FL, United States | 1-10 | Exact match | 3 contacts → |
“Greener Path Retirement has the flexibility to offer clients access to a wide range of non-proprietary products and services - without the obligation to sell any particular…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Storick Groupstorickgroup.com HQ: Boca Raton, FL, United StatesReported employees: 1-10 | Boca Raton, FL, United States | 1-10 | Exact match | 3 contacts → |
“Built on a simple idea and a belief for business owners.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Montanti Advisory Servicesmontanti.com HQ: Boca Raton, FL, United StatesReported employees: 1-10 | Boca Raton, FL, United States | 1-10 | Exact match | 3 contacts → |
“Montanti Advisory Services LLC specializes in 401k Plan consulting for plan sizes between $1 million to $50 million in assets, as well as full-scale private wealth management and…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Assurance Financial Group, INCmyretirement360.com HQ: Boca Raton, FL, United StatesReported employees: 1-10 | Boca Raton, FL, United States | 1-10 | Exact match | 2 contacts → |
“Assurance Financial Group is one of the leading financial planning firms serving Broward and Palm Beach counties in Florida and the Minneapolis–Saint Paul metro area in Minnesota.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | The Retirement Readiness Institutetrrinstitute.com HQ: Boca Raton, FL, United StatesReported employees: 1-10 | Boca Raton, FL, United States | 1-10 | Exact match | 1 contacts → |
“The Retirement Readiness Institute works with employer sponsored retirement plans having 30 to employees.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 16 of 31 company matches
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401k plan advisors: dataset insights
September 19, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
31 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for Boca Raton, so it is reported there. Company counts and contact totals on this page are exact for Boca Raton, over 31 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 19, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
401k plan advisors by metro in the United States
- 401k plan advisors in New York126
- 401k plan advisors in Houston120
- 401k plan advisors in Atlanta108
- 401k plan advisors in San Diego96
- 401k plan advisors in Chicago86
- 401k plan advisors in Scottsdale81
- 401k plan advisors in Dallas77
- 401k plan advisors in Charlotte69
- 401k plan advisors in Austin67
- 401k plan advisors in Denver64
- 401k plan advisors in Portland63
- 401k plan advisors in Overland Park60
- 401k plan advisors in Cincinnati59
- 401k plan advisors in Tampa55
- 401k plan advisors in Greenville50
- 401k plan advisors in Irvine46
- 401k plan advisors in Los Angeles46
- 401k plan advisors in Phoenix46
- 401k plan advisors in Raleigh46
- 401k plan advisors in Columbia45
- 401k plan advisors in Columbus45
- 401k plan advisors in San Francisco45
- 401k plan advisors in Greenwood Village43
- 401k plan advisors in Indianapolis43
- 401k plan advisors in Newport Beach43
- 401k plan advisors in San Antonio43
- 401k plan advisors in Las Vegas42
- 401k plan advisors in Pittsburgh42
- 401k plan advisors in Seattle42
- 401k plan advisors in Grand Rapids41
- 401k plan advisors in Rochester39
- 401k plan advisors in Bellevue36
- 401k plan advisors in Wilmington36
- 401k plan advisors in Omaha35
- 401k plan advisors in Boston34
- 401k plan advisors in Springfield34
- 401k plan advisors in Jacksonville33
- 401k plan advisors in Minneapolis31
- 401k plan advisors in Plano31
- 401k plan advisors in Colorado Springs30
- 401k plan advisors in Fort Lauderdale30
- 401k plan advisors in Miami30
- 401k plan advisors in Tulsa30
- 401k plan advisors in Orlando29
- 401k plan advisors in Richmond29
- 401k plan advisors in Sarasota29
- 401k plan advisors in Troy29
- 401k plan advisors in Madison28
- 401k plan advisors in Tucson28
- 401k plan advisors in Birmingham27
- 401k plan advisors in Lexington27
- 401k plan advisors in Kansas City26
- 401k plan advisors in Knoxville26
- 401k plan advisors in Cleveland25
- 401k plan advisors in Fort Worth25
- 401k plan advisors in Louisville25
- 401k plan advisors in Philadelphia25
- 401k plan advisors in Salt Lake City25
Questions about this company list
What does Exact match mean for 401k plan advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many 401k plan advisors did RevenueBase find based in Boca Raton, United States?
The saved snapshot records 31 matching company records, 366 tracked contacts and 159 verified emails. The public preview displays 16 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 19, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
401k plan advisors by geography
- 401k plan advisors based in Melbourne, Australia
- 401k plan advisors based in Sydney, Australia
- 401k plan advisors based in Sao Paulo, Brazil
- 401k plan advisors based in Calgary, Canada
- 401k plan advisors based in Toronto, Canada
- 401k plan advisors based in Paris, France
- 401k plan advisors based in Mumbai, India
- 401k plan advisors based in Cape Town, South Africa
- 401k plan advisors based in Johannesburg, South Africa
- 401k plan advisors based in London, United Kingdom
- 401k plan advisors based in Atlanta, United States
- 401k plan advisors based in Austin, United States
Cite this list
RevenueBase Data Team. Top 16 401k plan advisors based in Boca Raton, United States. Snapshot: September 19, 2026. https://revenuebase.ai/companies/401k-plan-advisors/united-states/boca-raton.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- 401k plan advisors based in Melbourne, Australia
- 401k plan advisors based in Sydney, Australia
- 401k plan advisors based in Sao Paulo, Brazil
- 401k plan advisors based in Calgary, Canada
- 401k plan advisors based in Toronto, Canada
- 401k plan advisors based in Paris, France
Company intelligence · public preview
Top 16 401k plan advisors based in Boca Raton, United States
RevenueBase records 31 matching company records for 401k plan advisors based in Boca Raton, United States, with 366 tracked contacts and 159 verified work emails.
This public preview shows 16 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 19, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 16 401k plan advisors based in Boca Raton, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Slavic401kslavic401k.com HQ: Boca Raton, FL, United StatesReported employees: 201-500 | Boca Raton, FL, United States | 201-500 | Exact match | 147 contacts → |
“Slavic401k provides retirement savings solutions for small businesses, including a 401(k) administration platform that is custom tailored to the needs of PEOs, associations…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Singer Wealthsingerwealth.com HQ: Boca Raton, FL, United StatesReported employees: 11-50 | Boca Raton, FL, United States | 11-50 | Exact match | 31 contacts → |
“Retirement is one of life’s most meaningful transitions, and at Singer Wealth, we believe it deserves more than a generic financial plan.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Wealth Empowerment Financial Strategieswealthempowermentfs.com HQ: Boca Raton, FL, United StatesReported employees: 11-50 | Boca Raton, FL, United States | 11-50 | Exact match | 12 contacts → |
“Our responsibility to our clients comes first.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Benchmark Financial Wealth Advisorsbfllc.com HQ: Boca Raton, FL, United StatesReported employees: 1-10 | Boca Raton, FL, United States | 1-10 | Exact match | 11 contacts → |
“Benchmark Financial Wealth Advisors is an independent advisory firm providing wealth guidance, investment management, financial planning and qualified retirement plan services.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Wealthcare Financialaskwealthcare.com HQ: Boca Raton, FL, United StatesReported employees: 1-10 | Boca Raton, FL, United States | 1-10 | Exact match | 9 contacts → |
“From the beginning, WealthCare Financial was created to educate and plan for our client’s unique goals.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Jacobs Family Advisors LLCjacobsfamilyadvisors.com HQ: Boca Raton, FL, United StatesReported employees: 11-50 | Boca Raton, FL, United States | 11-50 | Exact match | 9 contacts → |
“Jacobs Family Advisors is at the forefront of financial innovation, committed to empowering small businesses and individuals with tailor-made financial solutions.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Generations Wealth Advisorsgenerationswealthadvisors.com HQ: Boca Raton, FL, United StatesReported employees: 1-10 | Boca Raton, FL, United States | 1-10 | Exact match | 8 contacts → |
“Our Wealth Advisory Team has broad planning experience, extensive knowledge and strong analytical skills.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | CMC Interactive, LLCcmcinteractive.com HQ: Boca Raton, FL, United StatesReported employees: 11-50 | Boca Raton, FL, United States | 11-50 | Exact match | 6 contacts → |
“CMC Interactive, LLC provides comprehensive Third Party Administration (TPA) and daily recordkeeping solutions to retirement plans.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Greenline Wealth Managementgreenlinewm.com HQ: Boca Raton, FL, United StatesReported employees: 1-10 | Boca Raton, FL, United States | 1-10 | Exact match | 5 contacts → |
“Greenline Wealth Management is an independent Registered Investment Advisor firm that serves individuals and corporations.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | The Spectrum Planning Groupspectrumplanninggroup.com HQ: Boca Raton, FL, United StatesReported employees: 1-10 | Boca Raton, FL, United States | 1-10 | Exact match | 5 contacts → |
“The Spectrum Planning Group is a financial planning Practice that focuses on providing personal retirement and investment advisory services to individuals, families and small…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Secure Wealth Planning Groupsecurewpg.com HQ: Boca Raton, FL, United StatesReported employees: 1-10 | Boca Raton, FL, United States | 1-10 | Exact match | 3 contacts → |
“At Secure Wealth Planning Group, we believe that life is more than a paycheck.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Greener Path Retirement Planninggreenerpathrp.com HQ: Boca Raton, FL, United StatesReported employees: 1-10 | Boca Raton, FL, United States | 1-10 | Exact match | 3 contacts → |
“Greener Path Retirement has the flexibility to offer clients access to a wide range of non-proprietary products and services - without the obligation to sell any particular…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Storick Groupstorickgroup.com HQ: Boca Raton, FL, United StatesReported employees: 1-10 | Boca Raton, FL, United States | 1-10 | Exact match | 3 contacts → |
“Built on a simple idea and a belief for business owners.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Montanti Advisory Servicesmontanti.com HQ: Boca Raton, FL, United StatesReported employees: 1-10 | Boca Raton, FL, United States | 1-10 | Exact match | 3 contacts → |
“Montanti Advisory Services LLC specializes in 401k Plan consulting for plan sizes between $1 million to $50 million in assets, as well as full-scale private wealth management and…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Assurance Financial Group, INCmyretirement360.com HQ: Boca Raton, FL, United StatesReported employees: 1-10 | Boca Raton, FL, United States | 1-10 | Exact match | 2 contacts → |
“Assurance Financial Group is one of the leading financial planning firms serving Broward and Palm Beach counties in Florida and the Minneapolis–Saint Paul metro area in Minnesota.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | The Retirement Readiness Institutetrrinstitute.com HQ: Boca Raton, FL, United StatesReported employees: 1-10 | Boca Raton, FL, United States | 1-10 | Exact match | 1 contacts → |
“The Retirement Readiness Institute works with employer sponsored retirement plans having 30 to employees.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 16 of 31 company matches
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401k plan advisors: dataset insights
September 19, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
31 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for Boca Raton, so it is reported there. Company counts and contact totals on this page are exact for Boca Raton, over 31 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 19, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
401k plan advisors by metro in the United States
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Questions about this company list
What does Exact match mean for 401k plan advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many 401k plan advisors did RevenueBase find based in Boca Raton, United States?
The saved snapshot records 31 matching company records, 366 tracked contacts and 159 verified emails. The public preview displays 16 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 19, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 16 401k plan advisors based in Boca Raton, United States. Snapshot: September 19, 2026. https://revenuebase.ai/companies/401k-plan-advisors/united-states/boca-raton.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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