Company lists · Data refreshed November 2026

Top 25 Pension and annuity advisors worldwide

RevenueBase identified 1,858 company matches for pension and annuity advisors worldwide as of November 2026 and tracks 47,283 professional contacts across them, including 13,666 with verified work emails. The United States is the largest market and San Diego the largest hub.

This list covers company matches for pension and annuity 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 pension and annuity 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
1,858Companies
47,283Contacts tracked
13,666Verified emails
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The 25 largest pension and annuity advisors worldwide

Ranked by team size
Top 25 of 1,858 company matches for pension and annuity 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 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
2Exact 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
3Exact matchLansing, MI, United StatesHQ recorded Nov 6, 20261,001-5,0003,491 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 · Nov 6, 2026 · View company records in RevenueBase
4Exact matchReading, United KingdomHQ recorded Nov 6, 20261,001-5,0001,435 contacts →

Exact match

“XPS Group is a leading UK consulting and administration business specialising in the pensions and insurance sectors.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5Exact matchNew York, NY, United StatesHQ recorded Nov 6, 20261,001-5,0001,101 contacts →

Exact match

“Mutual of America Financial Group is a leading provider of retirement products, services and investments to individuals and organizations.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6Exact matchDes Moines, IA, United StatesHQ recorded Nov 6, 2026501-1,000959 contacts →

Exact match

“American Equity is a leading provider of annuity products focused on bringing clarity and certainty to retirement income planning.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7Exact matchCrawley, United KingdomHQ recorded Nov 6, 2026501-1,000866 contacts →

Exact match

“Helping people build financial foundations for life.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8Exact matchHouston, TX, United StatesHQ recorded Nov 6, 20261,001-5,000761 contacts →

Exact match

“Corebridge Financial”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9Exact matchMexicoHQ recorded Nov 6, 20265,001-10,000740 contacts →

Exact match

“Afore Coppel is a financial services company based out of Mexico.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10Exact matchStockholm, SwedenHQ recorded Nov 6, 2026501-1,000685 contacts →

Exact match

“Max Matthiessen is a leading Nordic advisory company in pensions, insurance and investments.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11Exact matchGlastonbury, CT, United StatesHQ recorded Nov 6, 2026501-1,000474 contacts →

Exact match

“USI Consulting Group (USICG), an industry leading, full-service retirement plan consulting and benefits administration firm, has been helping employers enable their workforce to…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12Exact matchFranceHQ recorded Nov 6, 2026501-1,000294 contacts →

Exact match

“Natixis Interépargne, leader de l’épargne d’entreprise responsable.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13Exact matchStuttgart, GermanyHQ recorded Nov 6, 2026501-1,000257 contacts →

Exact match

“Stuttgarter statt Standard.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14Exact matchCary, NC, United StatesHQ recorded Nov 6, 2026201-500246 contacts →

Exact match

“From 401(k) plan design and administration, compliance and actuarial consulting, to pension outsourcing, recordkeeping and 3(16) fiduciary services, Definiti helps organizations…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15Exact matchHouston, TX, United StatesHQ recorded Nov 6, 202651-200219 contacts →

Exact match

“Nova 401(k) Associates provides third party administration services for 401(k) plans and actuarial services for defined benefit and cash balance plans.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16Exact matchCarpinteria, CA, United StatesHQ recorded Nov 6, 202651-200212 contacts →

Exact match

“Headquartered in Carpinteria, California just south of Santa Barbara, PlanMember Financial Corporation is a leader in the retirement planning market with more than 500…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17Exact matchLa Défense Cedex, FranceHQ recorded Nov 6, 2026201-500203 contacts →

Exact match

“Retraite, Prévoyance, Epargne, Action Sociale Le Groupe B2V a une identité forte.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18Exact matchNewcastle Upon Tyne, United KingdomHQ recorded Nov 6, 202651-200158 contacts →

Exact match

“Reeves helps successful individuals enjoy their future.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19Exact matchAppleton, WI, United StatesHQ recorded Nov 6, 2026201-500155 contacts →

Exact match

“As a national retirement services company, The Retirement Advantage (TRA) provides third party administration and fiduciary services to plan sponsors, financial advisors, wealth…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20Exact matchKøbenhavn K, DenmarkHQ recorded Nov 6, 202651-200148 contacts →

Exact match

“APC Forsikringsmæglere A/S (APC) er den første og eneste 100 % uafhængige mægler på det private pensionsmarked i Danmark.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21Exact matchCo. Meath, IrelandHQ recorded Nov 6, 202651-200139 contacts →

Exact match

“Irish Pensions & Finance are one of Ireland’s leading financial advisors to the public and private sectors, providing expert advice and a range of financial products to over…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22Exact matchCincinnati, OH, United StatesHQ recorded Nov 6, 2026501-1,000127 contacts →

Exact match

“Don’t think of retirement planning as being scary and unknown.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23Exact matchDes Moines, IA, United StatesHQ recorded Nov 6, 202651-200121 contacts →

Exact match

“At Strategic Retirement Partners, our mission and philosophy is simple; Help drive positive retirement outcomes for all who participate by providing investment guidance to…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24Exact matchCardiff, United KingdomHQ recorded Nov 6, 202651-200118 contacts →

Exact match

“Quantum Advisory provides advice and services that help make pensions and employee benefits work better for small and medium-sized organisations.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25Exact matchBrussels, BelgiumHQ recorded Nov 6, 202611-50104 contacts →

Exact match

“Conac is an independent actuarial service provider to pension funds and related organizations, based in Brussels, Belgium.”

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

Showing 25 of 1,858 pension and annuity advisors worldwide

See the full list, filter by size, metro and specialty, and access 13,666 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Pension and annuity advisors worldwide at a glance

As of Nov 6, 2026
28.9%Verified-email coverage
25.4Average contacts per company
1-10Median size (employees)
0.9%Largest-city concentration · San Diego
Nov 6, 2026Page data refreshed

Companies by employee count

1-10
1,325
11-50
368
51-200
90
201-500
22
501-1,000
12
1,001-5,000
13
5,001-10,000
4
10001+
2

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 pension and annuity advisors are linked below.
What qualifies
Company records worldwide whose business descriptions match “pension and annuity 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 13,666 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.

Pension and annuity advisors by location

7 lists · largest first

Every Pension and annuity 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 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 “pension and annuity advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many pension and annuity advisors are there worldwide?

RevenueBase identified 1,858 company matches for pension and annuity 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?

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

Which country has the most pension and annuity advisors?

The United States leads with 935 companies, followed by the United Kingdom (108) and the Netherlands (99). Every pension and annuity advisors list by country and city is linked on this page.

Which city has the most pension and annuity advisors?

San Diego leads with 17 company records, followed by Paris (15) and Houston (12).

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 13,666 professional contacts with verified work emails tracked across these 1,858 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.