Company lists · Data refreshed September 2026
Top 25 College savings plan advisors worldwide
RevenueBase identified 752 college savings plan advisors worldwide as of September 2026 and tracks 5,081 professional contacts across them, including 1,627 with verified work emails. The United States is the largest market and Houston the largest hub.
This list covers college savings plan advisors worldwide, 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. Country and city lists for college savings plan advisors follow the table.
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.
The 25 largest college savings plan advisors worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 451 contacts → | ||||
Partial evidence “We're Canada's education savings and planning company!” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 2 | 180 contacts → | ||||
Indirect evidence “A trajetória da Liberta começou em uma sala de aula com 30 alunos em Porto Alegre, e hoje somos um dos maiores escritórios credenciados à XP Investimentos no Brasil.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 3 | 109 contacts → | ||||
Strong evidence “We help parents navigate saving and paying for college with clear direction and expert guidance in one convenient place.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 4 | 59 contacts → | ||||
Strong evidence “my529 - Utah Educational Savings Plan” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 59 contacts → | ||||
Indirect evidence “We are passionate about providing financial education and answers for families and individuals from all walks of life.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 6 | 57 contacts → | ||||
Partial evidence “Ascent Capital is a financial services firm that specializes in creative financial planning, including college planning, business owner solutions, retirement planning and estate…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 51 contacts → | ||||
Indirect evidence “Our vision is to Inspire and Empower Caring, Responsible Individuals to take control of their Financial Future and build more Spendable Wealth.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 48 contacts → | ||||
Partial evidence “We are an independent financial planning firm that helps individuals and their families develop a structured and customized financial plan.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 46 contacts → | ||||
Indirect evidence “Having the money and freedom to pursue what you want out of life takes careful planning and partnering with purpose.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 44 contacts → | ||||
Indirect evidence “Universal Retirement is committed to helping people overcome the retirement epidemic in the United States today.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 11 | 37 contacts → | ||||
Partial evidence “The path to college can often be overwhelming and stressful for parents and students.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 12 | 34 contacts → | ||||
Strong evidence “CollegeInvest manages Colorado’s 529 Savings Program, an easy way to save for higher education and capitalize on tax benefits with your contributions.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 13 | 33 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 14 | 30 contacts → | ||||
Indirect evidence “Ready to create your personal roadmap toward financial independence?” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 15 | 29 contacts → | ||||
Indirect evidence “We believe in crafting customized strategies that give you confidence in your future.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 16 | 29 contacts → | ||||
Indirect evidence “A Krone Capital nasceu motivada pela busca por personalização no atendimento, conscientização sobre a educação financeira e disseminação da cultura de investimentos no país.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 17 | 27 contacts → | ||||
Indirect evidence “Established in 2003, our firm specializes in working with University Faculty and Staff to create and manage wealth.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 18 | 20 contacts → | ||||
Strong evidence “The College Funding Coach® was founded in 2002 to help families better understand the complex strategies for saving and paying for college and making higher education more…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 19 | 19 contacts → | ||||
Indirect evidence “Money, and specifically planning one’s retirement can be worrisome.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 20 | 19 contacts → | ||||
Indirect evidence “Financial Services Company.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 21 | 18 contacts → | ||||
Indirect evidence “With financial confidence, security follows.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 22 | 18 contacts → | ||||
Partial evidence “Since 1989, the Ohio Tuition Trust Authority, a state agency within the Ohio Department of Higher Education, has been helping families save for a college education.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 23 | 18 contacts → | ||||
Partial evidence “Stonepath Wealth Management is a financial services firm, where advisors offer guidance to clients in investment, retirement planning, tuition planning, portfolio management and…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 24 | 17 contacts → | ||||
Indirect evidence “For over twenty years, Seven Springs Wealth Group has been guiding individuals and families toward financial success.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 25 | 16 contacts → | ||||
Partial evidence “At Endeavor Private Wealth, we understand your dreams and help you reach them using a customized investment plan that puts your money to work for you.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
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: college savings 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 college savings plan advisors.
- Partial evidence
- Its own public description names part of college savings plan advisors, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name college savings 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 752 college savings plan advisors worldwide
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College savings plan advisors worldwide at a glance
As of Sep 19, 2026Companies by employee count
Email recency is reported on each country list linked below.
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 college savings 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.
- Coverage
- Every country. Country and city lists for college savings plan advisors are linked below.
- What qualifies
- Companies worldwide whose own description of what they do matches “college savings 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 college savings 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 college savings plan advisors, and records with no verified work email.
- 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, 1,627 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.
College savings plan advisors by location
1 lists · largest firstEvery College savings plan advisors list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
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 college savings 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 college savings plan advisors are there worldwide?
RevenueBase identified 752 college savings plan advisors worldwide 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?
Embark Student Corp, headquartered in Mississauga, tops this list with the largest team on record.
Which country has the most college savings plan advisors?
The United States leads with 559 companies. Every college savings plan advisors list by country and city is linked on this page.
Which city has the most college savings plan advisors?
Houston leads with 7 headquartered companies, followed by Charlotte (6) and Dallas (6).
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 1,627 verified decision-maker contacts tracked across these 752 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.