Company lists · Data refreshed October 2026

Top 25 Income distribution planning services worldwide

Name: Income distribution planning services worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 14, 2026 31,304 companies tracked

RevenueBase identified 31,304 company matches for income distribution planning services worldwide as of October 2026 and tracks 338,805 professional contacts across them, including 115,527 with verified work emails. The United States is the largest market and London the largest hub.

This list covers company matches for income distribution planning services 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 October 14, 2026. Country and city lists for income distribution planning services 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 Oct 14, 2026 How this list was built

31,304Companies

338,805Contacts tracked

115,527Verified emails

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

The 25 largest income distribution planning services worldwide

Ranked by team size

Top 25 of 31,304 company matches for income distribution planning services worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 14, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Merrill Lynch	Exact match	New York, NY, United StatesHQ recorded Oct 14, 2026	10001+	33,935 contacts →
	Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
2	Sanlam	Exact match	Polokwane, South AfricaHQ recorded Oct 14, 2026	10001+	14,985 contacts →
	Exact match “We’ve finally given a name to that special something a person exudes when they have a plan for their finances.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
3	Transamerica	Exact match	Baltimore, IA, United StatesHQ recorded Oct 14, 2026	5,001-10,000	11,874 contacts →
	Exact match “Longer lifespans are changing the way we exist.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
4	Profuturo	Exact match	MexicoHQ recorded Oct 14, 2026	1,001-5,000	8,996 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 · Oct 14, 2026 · View company records in RevenueBase
5	IG Wealth Management	Exact match	Winnipeg, MB, CanadaHQ recorded Oct 14, 2026	5,001-10,000	6,677 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 · Oct 14, 2026 · View company records in RevenueBase
6	Equitable Advisors	Exact match	United StatesHQ recorded Oct 14, 2026	5,001-10,000	4,402 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 · Oct 14, 2026 · View company records in RevenueBase
7	Jackson	Exact match	Lansing, MI, United StatesHQ recorded Oct 14, 2026	1,001-5,000	3,224 contacts →
	Exact match “Jackson® (NYSE: JXN) is committed to helping clarify the complexity of retirement planning – for financial professionals and their clients.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
8	Janney Montgomery Scott LLC	Exact match	Philadelphia, United StatesHQ recorded Oct 14, 2026	1,001-5,000	2,612 contacts →
	Exact match “Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
9	UFF	Exact match	Bois-colombes, FranceHQ recorded Oct 14, 2026	501-1,000	2,451 contacts →
	Exact match “Particuliers, chefs d'entreprise, TPE/PME.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
10	Evelyn Partners	Exact match	London, United KingdomHQ recorded Oct 14, 2026	1,001-5,000	2,015 contacts →
	Exact match “Meet the people behind your future.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
11	Wilmington Trust	Exact match	Wilmington, DE, United StatesHQ recorded Oct 14, 2026	1,001-5,000	2,002 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 · Oct 14, 2026 · View company records in RevenueBase
12	Mariner	Exact match	Overland Park, KS, United StatesHQ recorded Oct 14, 2026	1,001-5,000	1,980 contacts →
	Exact match “Your wealth plan shouldn’t sit still.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
13	Captrust	Exact match	Raleigh, NC, United StatesHQ recorded Oct 14, 2026	1,001-5,000	1,865 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 · Oct 14, 2026 · View company records in RevenueBase
14	Partners Financial Services, A.S	Exact match	Praha 4 – Chodov, Czech RepublicHQ recorded Oct 14, 2026	1,001-5,000	1,856 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 · Oct 14, 2026 · View company records in RevenueBase
15	Truist Wealth	Exact match	Charlotte, NC, United StatesHQ recorded Oct 14, 2026	1,001-5,000	1,691 contacts →
	Exact match “Building wealth.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
16	Mercer Advisors	Exact match	Denver, CO, United StatesHQ recorded Oct 14, 2026	501-1,000	1,637 contacts →
	Exact match “Are you looking to amplify and simplify your financial life?” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
17	Devere Group	Exact match	Dubai, United Arab EmiratesHQ recorded Oct 14, 2026	1,001-5,000	1,566 contacts →
	Exact match “As one of the world’s leading financial advisory organisations, deVere Group prides itself on providing high-class, professional advice to expatriate clients and investors all…” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
18	Edelman Financial Engines	Exact match	Santa Clara, CA, United StatesHQ recorded Oct 14, 2026	1,001-5,000	1,553 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 · Oct 14, 2026 · View company records in RevenueBase
19	Focus Partners	Exact match	St. Louis, MO, United StatesHQ recorded Oct 14, 2026	1,001-5,000	1,482 contacts →
	Exact match “Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
20	Goldman Sachs Ayco	Exact match	Cohoes, NY, United StatesHQ recorded Oct 14, 2026	1,001-5,000	1,429 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 · Oct 14, 2026 · View company records in RevenueBase
21	Broker Consulting A.S	Exact match	Czech RepublicHQ recorded Oct 14, 2026	1,001-5,000	1,335 contacts →
	Exact match “Jsme finanční a realitní konzultanti.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
22	Manulife Financial Advisers PTE LTD	Exact match	SingaporeHQ recorded Oct 14, 2026	1,001-5,000	1,004 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 · Oct 14, 2026 · View company records in RevenueBase
23	VZ Vermögenszentrum	Exact match	Zürich, SwitzerlandHQ recorded Oct 14, 2026	1,001-5,000	986 contacts →
	Exact match “VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
24	Phinance S.A	Exact match	Poznań, PolandHQ recorded Oct 14, 2026	1,001-5,000	940 contacts →
	Exact match “POZNAJ PHINANCE Phinance to największa niezależna firma doradztwa finansowego w Polsce, której celem jest zapewnienie spokoju i bezpieczeństwa finansowego klientów oraz budowane z…” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
25	Bernstein Private Wealth Management	Exact match	New York, NY, United StatesHQ recorded Oct 14, 2026	1,001-5,000	875 contacts →
	Exact match “We partner and serve as our clients’ financial confidante, using real-world experience and impactful insights to help them solve increasingly complex challenges that extend well…” Recorded in the RevenueBase company graph · Oct 14, 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 “income distribution planning services”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 31,304 income distribution planning services worldwide

See the full list, filter by size, metro and specialty, and access 115,527 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Income distribution planning services worldwide at a glance

As of Oct 14, 2026

34.1%Verified-email coverage

10.8Average contacts per company

1-10Median size (employees)

1.1%Largest-city concentration · London

Oct 14, 2026Page data refreshed

Companies by employee count

1-10

23,676

11-50

6,080

51-200

1,021

201-500

228

501-1,000

1,001-5,000

5,001-10,000

10001+

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 income distribution planning services are linked below.
What qualifies: Company records worldwide whose business descriptions match “income distribution planning services” 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 115,527 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 October 14, 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.

Income distribution planning services by location

179 lists · largest first

Every Income distribution planning services 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 “income distribution planning services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many income distribution planning services are there worldwide?

RevenueBase identified 31,304 company matches for income distribution planning services worldwide as of October 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?

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

Which country has the most income distribution planning services?

The United States leads with 16,053 companies, followed by the United Kingdom (2,360) and Canada (1,409). Every income distribution planning services list by country and city is linked on this page.

Which city has the most income distribution planning services?

London leads with 357 company records, followed by New York (243) and Paris (205).

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 115,527 professional contacts with verified work emails tracked across these 31,304 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 October 14, 2026.

Ready to reach these companies? Verified emails and direct dials for all 31,304 income distribution planning services worldwide. Start with a free account, no credit card.

Download this list →

Related lists

Browse the directory

About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.