Company lists · Data refreshed November 2026

Top 25 401k advisors worldwide

RevenueBase identified 26,907 company matches for 401k advisors worldwide as of November 2026 and tracks 407,848 professional contacts across them, including 160,214 with verified work emails. The United States is the largest market and New York the largest hub.

This list covers company matches for 401k advisors worldwide, 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 November 6, 2026. Country and city lists for 401k advisors follow the table.

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 Nov 6, 2026 How this list was built
26,907Companies
407,848Contacts tracked
160,214Verified emails
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The 25 largest 401k advisors worldwide

Ranked by team size
Top 25 of 26,907 company matches for 401k advisors worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 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.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchSt. Louis, MO, United StatesHQ recorded Nov 6, 202610001+45,187 contacts →

Exact match

“Edward Jones is a leading North American financial services firm in the U.S.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2Exact matchMinneapolis, MN, United StatesHQ recorded Nov 6, 20265,001-10,00025,536 contacts →

Exact match

“At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3Exact matchSt. Louis, MO, United StatesHQ recorded Nov 6, 202610001+14,986 contacts →

Exact match

“With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4Exact matchBaltimore, IL, United StatesHQ recorded Nov 6, 20265,001-10,00012,182 contacts →

Exact match

“Longer lifespans are changing the way we exist.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5Exact matchMexicoHQ recorded Nov 6, 20261,001-5,0009,324 contacts →

Exact match

“Desde diciembre de 1996 trabajamos para ser los mejores asesores en retiro de las familias mexicanas.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6Exact matchWinnipeg, MB, CanadaHQ recorded Nov 6, 20265,001-10,0006,793 contacts →

Exact match

“Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7Exact matchGreenwood Village, CO, United StatesHQ recorded Nov 6, 202610001+6,726 contacts →

Exact match

“Built on a foundation of trust, integrity and promise, we proudly serve over outstanding organizations and more than 17 million individuals.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8Exact matchUnited StatesHQ recorded Nov 6, 20265,001-10,0004,525 contacts →

Exact match

“At Equitable Advisors, we deliver personalized, goals-based financial guidance rooted in integrity, insight, and empathy.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9Exact matchBerwyn, PA, United StatesHQ recorded Nov 6, 20261,001-5,0002,921 contacts →

Exact match

“Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10Exact matchBois-colombes, FranceHQ recorded Nov 6, 2026501-1,0002,474 contacts →

Exact match

“Particuliers, chefs d'entreprise, TPE/PME.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11Exact matchOverland Park, KS, United StatesHQ recorded Nov 6, 20261,001-5,0002,054 contacts →

Exact match

“Your wealth plan shouldn’t sit still.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12Exact matchMiami, United StatesHQ recorded Nov 6, 20261,001-5,0002,051 contacts →

Exact match

“Corient is the world’s largest non-bank wealth manager and multi-family office focused on serving ultra-high and high-net-worth individuals, families and businesses.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13Exact matchWilmington, DE, United StatesHQ recorded Nov 6, 20261,001-5,0002,038 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 · Nov 6, 2026 · View company records in RevenueBase
14Exact matchPraha 4 – Chodov, Czech RepublicHQ recorded Nov 6, 20261,001-5,0001,890 contacts →

Exact match

“Česká akciová společnost Partners Financial Services, a.s, zahájila svou činnost v červnu roku 2007 a její hlavní aktivitou je poskytování nezávislého finančního poradenství.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15Exact matchRaleigh, NC, United StatesHQ recorded Nov 6, 20261,001-5,0001,889 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 · Nov 6, 2026 · View company records in RevenueBase
16Exact matchNew York, NY, United StatesHQ recorded Nov 6, 20261,001-5,0001,745 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 · Nov 6, 2026 · View company records in RevenueBase
17Exact matchPlymouth, MN, United StatesHQ recorded Nov 6, 20261,001-5,0001,714 contacts →

Exact match

“In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18Exact matchDenver, CO, United StatesHQ recorded Nov 6, 2026501-1,0001,663 contacts →

Exact match

“Are you looking to amplify and simplify your financial life?”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19Exact matchWaltham, MA, United StatesHQ recorded Nov 6, 2026501-1,0001,589 contacts →

Exact match

“Who We Serve Independent financial advisors turn to Commonwealth for sophisticated business solutions, specialized consulting, and powerful tools that enable them to realize their…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20Exact matchSanta Clara, CA, United StatesHQ recorded Nov 6, 20261,001-5,0001,586 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 · Nov 6, 2026 · View company records in RevenueBase
21Exact matchMilan, ItalyHQ recorded Nov 6, 2026501-1,0001,537 contacts →

Exact match

“All’avanguardia da 50 anni, per dare giusto valore al tempo.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22Exact matchCohoes, NY, United StatesHQ recorded Nov 6, 20261,001-5,0001,457 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 · Nov 6, 2026 · View company records in RevenueBase
23Exact matchBaltimore, United StatesHQ recorded Nov 6, 20261,001-5,0001,189 contacts →

Exact match

“Brown Advisory is an independent investment management and strategic advisory firm committed to delivering client-first investment performance, strategic advice and the highest…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24Exact matchConcord, CA, United StatesHQ recorded Nov 6, 20261,001-5,0001,075 contacts →

Exact match

“AssetMark, Inc.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25Exact matchSingaporeHQ recorded Nov 6, 20261,001-5,0001,028 contacts →

Exact match

“Manulife Financial Advisers is a Singapore-based financial advisory firm known for its quality advice and professional services.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase

Showing 25 of 26,907 401k advisors worldwide

See the full list, filter by size, metro and specialty, and access 160,214 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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401k advisors worldwide at a glance

As of Nov 6, 2026
39.3%Verified-email coverage
15.2Average contacts per company
1-10Median size (employees)
1.2%Largest-city concentration · New York
Nov 6, 2026Page data refreshed

Companies by employee count

1-10
19,965
11-50
5,392
51-200
999
201-500
200
501-1,000
70
1,001-5,000
77
5,001-10,000
21
10001+
48

Email recency is reported on each country list linked below.

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.
Coverage
Every country. Country and city lists for 401k advisors are linked below.
What qualifies
Company records worldwide whose business descriptions match “401k 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. 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 160,214 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 November 6, 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 advisors by location

181 lists · largest first

Every 401k advisors list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.

Countries

Cities

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 advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many 401k advisors are there worldwide?

RevenueBase identified 26,907 company matches for 401k advisors worldwide as of November 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?

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

Which country has the most 401k advisors?

The United States leads with 17,739 companies, followed by the United Kingdom (973) and India (909). Every 401k advisors list by country and city is linked on this page.

Which city has the most 401k advisors?

New York leads with 315 company records, followed by Houston (209) and Atlanta (201).

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 160,214 professional contacts with verified work emails tracked across these 26,907 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 November 6, 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 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.