Company lists · Data refreshed November 2026

Top 25 Retirement and benefits advisors worldwide

RevenueBase identified 6,887 company matches for retirement and benefits advisors worldwide as of November 2026 and tracks 139,044 professional contacts across them, including 52,703 with verified work emails. The United States is the largest market and Sao Paulo the largest hub.

This list covers company matches for retirement and benefits 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 retirement and benefits 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
6,887Companies
139,044Contacts tracked
52,703Verified emails
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The 25 largest retirement and benefits advisors worldwide

Ranked by team size
Top 25 of 6,887 company matches for retirement and benefits 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 matchNew York, NY, United StatesHQ recorded Nov 6, 202610001+19,302 contacts →

Exact match

“At Mercer, A Marsh business, we’re helping our clients realize their investment objectives, shape the future of work, and enhance health and retirement outcomes for their people.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2Exact matchNew York, NC, United StatesHQ recorded Nov 6, 202610001+13,350 contacts →

Exact match

“At TIAA, we believe everyone has the right to retire with dignity.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3Exact 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
4Exact 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
5Exact matchSandown, United KingdomHQ recorded Nov 6, 20261,001-5,0004,494 contacts →

Exact match

“At Alexforbes we pioneer insights to provide you with advice that connects your decisions of today to your impact tomorrow with investment, retirement, healthcare and…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6Exact matchSeattle, United StatesHQ recorded Nov 6, 20261,001-5,0004,487 contacts →

Exact match

“Milliman is among the world’s largest independent actuarial and consulting firms.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7Exact 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
8Exact 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
9Exact matchNew York, NY, United StatesHQ recorded Nov 6, 20261,001-5,0001,213 contacts →

Exact match

“Segal is a leading employee-owned consulting firm with more than 1,100 professionals across North America, including 150+ credentialed actuaries.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10Exact matchOak Brook, IL, United StatesHQ recorded Nov 6, 20261,001-5,0001,036 contacts →

Exact match

“Inspira Financial is your devoted health, wealth, retirement, and benefits administrator.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11Exact matchSan Francisco, CA, United StatesHQ recorded Nov 6, 2026501-1,000928 contacts →

Exact match

“Human Interest is founded on a simple idea: Affordable, zero-transaction fee 401(k) plans for small and medium businesses.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12Exact matchDallas, TX, United StatesHQ recorded Nov 6, 20261,001-5,000868 contacts →

Exact match

“CRC Benefits is built to help you grow.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13Exact 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
14Exact matchFrederick, MD, United StatesHQ recorded Nov 6, 2026n/a665 contacts →

Exact match

“ESIC Corporation is a company based out of 38 S Market St, Frederick, MD, United States.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15Exact matchSorel-tracy, QC, CanadaHQ recorded Nov 6, 2026501-1,000585 contacts →

Exact match

“Lussier est un chef de file dans le domaine des conseils en assurances et avantages sociaux avec plus de 700 employés et 21 succursales au Québec.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16Exact 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
17Exact matchToronto, CanadaHQ recorded Nov 6, 2026201-500416 contacts →

Exact match

“At Eckler, we help organizations make confident decisions about risk and financial security.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18Exact matchJohannesburg, South AfricaHQ recorded Nov 6, 2026201-500394 contacts →

Exact match

“NMG Benefits is a financial advisory firm that provides unbiased advice, fosters industry competition, and simplifies complex financial matters.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19Exact matchWashington, DC, United StatesHQ recorded Nov 6, 2026501-1,000390 contacts →

Exact match

“ICMA-RC has changed its name to MissionSquare Retirement, effective June 2021.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20Exact matchSparks, MD, United StatesHQ recorded Nov 6, 2026201-500384 contacts →

Exact match

“Benefit challenges facing employers today are extremely complex.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21Exact matchLeeds, United KingdomHQ recorded Nov 6, 2026501-1,000381 contacts →

Exact match

“First Actuarial helps trustees and employers provide the best possible pensions and employee benefits.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22Exact matchPhiladelphia, PA, United StatesHQ recorded Nov 6, 2026201-500379 contacts →

Exact match

“PCS Retirement is one of the nation's largest independent and conflict-free retirement solution providers.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23Exact matchLiverpool, United KingdomHQ recorded Nov 6, 2026201-500342 contacts →

Exact match

“WEALTH at work is a leading financial wellbeing and retirement specialist - helping those in the workplace to improve their financial future.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24Exact matchUtica, NY, United StatesHQ recorded Nov 6, 2026201-500327 contacts →

Exact match

“All your retirement, employee benefits, and institutional trust solutions-conveniently in one place.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25Exact matchCamden, NJ, United StatesHQ recorded Nov 6, 2026201-500323 contacts →

Exact match

“Corporate Synergies (CSG), a Foundation Risk Partners Company, is a nationally recognized employee benefits broker headquartered in Camden, NJ, with regional offices located…”

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

Showing 25 of 6,887 retirement and benefits advisors worldwide

See the full list, filter by size, metro and specialty, and access 52,703 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Retirement and benefits advisors worldwide at a glance

As of Nov 6, 2026
37.9%Verified-email coverage
20.2Average contacts per company
1-10Median size (employees)
1.0%Largest-city concentration · Sao Paulo
Nov 6, 2026Page data refreshed

Companies by employee count

1-10
4,635
11-50
1,666
51-200
368
201-500
69
501-1,000
33
1,001-5,000
57
5,001-10,000
7
10001+
15

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 retirement and benefits advisors are linked below.
What qualifies
Company records worldwide whose business descriptions match “retirement and benefits 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 52,703 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.

Retirement and benefits advisors by location

31 lists · largest first

Every Retirement and benefits 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 “retirement and benefits advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many retirement and benefits advisors are there worldwide?

RevenueBase identified 6,887 company matches for retirement and benefits 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?

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

Which country has the most retirement and benefits advisors?

The United States leads with 4,444 companies, followed by Canada (343) and Brazil (211). Every retirement and benefits advisors list by country and city is linked on this page.

Which city has the most retirement and benefits advisors?

Sao Paulo leads with 71 company records, followed by Houston (70) and Atlanta (56).

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 52,703 professional contacts with verified work emails tracked across these 6,887 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.