Company lists · Data refreshed November 2026
Top 25 Retirement income planners worldwide
RevenueBase identified 5,361 company matches for retirement income planners worldwide as of November 2026 and tracks 62,318 professional contacts across them, including 15,808 with verified work emails. The United States is the largest market and Houston the largest hub.
This list covers company matches for retirement income planners 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 income planners 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.
The 25 largest retirement income planners worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 12,182 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 | |||||
| 2 | 9,324 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 | |||||
| 3 | 3,491 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 | |||||
| 4 | 959 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 | |||||
| 5 | 745 contacts → | ||||
Exact match “Saving for a confident, comfortable retirement is one of the best things individuals can do for their long-term financial and emotional well-being.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 740 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 | |||||
| 7 | 550 contacts → | ||||
Exact match “Our professional financial advisors provide financial services for individuals looking for retirement planning, investment advice, and wealth management.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 474 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 | |||||
| 9 | 300 contacts → | ||||
Exact match “AIG Retirement Services is now Corebridge Financial.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 212 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 | |||||
| 11 | 187 contacts → | ||||
Exact match “Origen Financial Services is one of the UK’s leading financial advisers.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 158 contacts → | ||||
Exact match “Reeves helps successful individuals enjoy their future.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 136 contacts → | ||||
Exact match “Trajan Wealth is a Family Office Trajan Wealth is a Registered Investment Advisor (RIA) and family office offering integrated wealth management, tax planning, estate planning…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 136 contacts → | ||||
Exact match “At Spectrum Financial Group, financial advisors have the freedom to build a career and practice that reflect their individual goals-supported by experienced leadership, dedicated…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 134 contacts → | ||||
Exact match “Retirement income planning in the Chicagoland area.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 127 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 | |||||
| 17 | 121 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 | |||||
| 18 | 109 contacts → | ||||
Exact match “Rise North Capital is a financial services organization whose mission is to help individuals, families, and businesses reach their financial goals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 108 contacts → | ||||
Exact match “Strategic Wealth Designers is an independent financial planning firm with locations nationwide.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 97 contacts → | ||||
Exact match “Unique en Suisse, Planifique accompagne les résidents suisses, français et les frontaliers de plus de 50 ans vers la retraite afin d’optimiser leur départ d’un point de vue…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 90 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 89 contacts → | ||||
Exact match “Chartered Wealth Solutions is an award winning retirement planning business which specialises in helping people merge their money to a unique and authentic life in retirement.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 87 contacts → | ||||
Exact match “We help you get the most out of life with your money.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 85 contacts → | ||||
Exact match “Bryson Financial | Insurance and Benefits Built Around Your Bottom Line For over 55 years, Bryson Financial has helped businesses protect what they've built and find real savings…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 85 contacts → | ||||
Exact match “We are the UK’s number 1 Advised Retirement Income Specialist and we arrange £millions of income options at retirement each week for people around the UK.” Recorded in the RevenueBase company graph · Nov 6, 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 “retirement income planners”. 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 5,361 retirement income planners worldwide
See the full list, filter by size, metro and specialty, and access 15,808 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Retirement income planners worldwide at a glance
As of Nov 6, 2026Companies by employee count
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 income planners are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “retirement income planners” 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 15,808 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 income planners by location
11 lists · largest firstEvery Retirement income planners list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Retirement income planners based in the United States3,696
- Retirement income planners based in the United Kingdom202
- Retirement income planners based in Canada155
- Retirement income planners based in Australia132
- Retirement income planners based in France93
- Retirement income planners based in Germany65
- Retirement income planners based in Ireland32
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 income planners”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many retirement income planners are there worldwide?
RevenueBase identified 5,361 company matches for retirement income planners 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 retirement income planners?
The United States leads with 3,696 companies, followed by the United Kingdom (202) and Canada (155). Every retirement income planners list by country and city is linked on this page.
Which city has the most retirement income planners?
Houston leads with 41 company records, followed by Scottsdale (38) and San Diego (31).
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 15,808 professional contacts with verified work emails tracked across these 5,361 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.
Ready to reach these companies? Verified emails and direct dials for all 5,361 retirement income planners worldwide. Start with a free account, no credit card.
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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.
More company lists
Company intelligence · public preview
Top 25 retirement income planners worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 5,361 matching company records for retirement income planners worldwide, with 62,318 tracked contacts and 15,808 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 retirement income planners worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Transamericatransamerica.comHQ: Baltimore, IL, United StatesReported employees: 5,001-10,000 | Baltimore, IL, United States | 5,001-10,000 | Exact match | 12,182 contacts → |
“Longer lifespans are changing the way we exist.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Profuturoprofuturo.mxHQ: MexicoReported employees: 1,001-5,000 | Mexico | 1,001-5,000 | Exact match | 9,324 contacts → |
“Desde diciembre de 1996 trabajamos para ser los mejores asesores en retiro de las familias mexicanas.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Jacksonjackson.comHQ: Lansing, MI, United StatesReported employees: 1,001-5,000 | Lansing, MI, United States | 1,001-5,000 | Exact match | 3,491 contacts → |
“Jackson® (NYSE: JXN) is committed to helping clarify the complexity of retirement planning – for financial professionals and their clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  American Equityamerican-equity.comHQ: Des Moines, IA, United StatesReported employees: 501-1,000 | Des Moines, IA, United States | 501-1,000 | Exact match | 959 contacts → |
“American Equity is a leading provider of annuity products focused on bringing clarity and certainty to retirement income planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Security Benefitsecuritybenefit.comHQ: Topeka, KS, United StatesReported employees: 501-1,000 | Topeka, KS, United States | 501-1,000 | Exact match | 745 contacts → |
“Saving for a confident, comfortable retirement is one of the best things individuals can do for their long-term financial and emotional well-being.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Afore Coppelaforecoppel.comHQ: MexicoReported employees: 5,001-10,000 | Mexico | 5,001-10,000 | Exact match | 740 contacts → |
“Afore Coppel is a financial services company based out of Mexico.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Raymond James & Associates, INCraymondjames.comHQ: St. Petersburg, FL, United StatesReported employees: 10001+ | St. Petersburg, FL, United States | 10001+ | Exact match | 550 contacts → |
“Our professional financial advisors provide financial services for individuals looking for retirement planning, investment advice, and wealth management.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  USI Consulting Groupusicg.comHQ: Glastonbury, CT, United StatesReported employees: 501-1,000 | Glastonbury, CT, United States | 501-1,000 | Exact match | 474 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  AIG Retirement Servicescorebridgefinancial.comHQ: Houston, TX, United StatesReported employees: 1,001-5,000 | Houston, TX, United States | 1,001-5,000 | Exact match | 300 contacts → |
“AIG Retirement Services is now Corebridge Financial.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Planmember Financial Corporationplanmember.comHQ: Carpinteria, CA, United StatesReported employees: 51-200 | Carpinteria, CA, United States | 51-200 | Exact match | 212 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Origen Financial Servicesorigenfs.co.ukHQ: Farnborough, United KingdomReported employees: 51-200 | Farnborough, United Kingdom | 51-200 | Exact match | 187 contacts → |
“Origen Financial Services is one of the UK’s leading financial advisers.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Reevesreevesifa.comHQ: Newcastle Upon Tyne, United KingdomReported employees: 51-200 | Newcastle Upon Tyne, United Kingdom | 51-200 | Exact match | 158 contacts → |
“Reeves helps successful individuals enjoy their future.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Trajan Wealth LLCtrajanwealth.comHQ: Scottsdale, AZ, United StatesReported employees: 51-200 | Scottsdale, AZ, United States | 51-200 | Exact match | 136 contacts → |
“Trajan Wealth is a Family Office Trajan Wealth is a Registered Investment Advisor (RIA) and family office offering integrated wealth management, tax planning, estate planning…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Spectrum Financial Groupspectrumfg.comHQ: Dallas, TX, United StatesReported employees: 51-200 | Dallas, TX, United States | 51-200 | Exact match | 136 contacts → |
“At Spectrum Financial Group, financial advisors have the freedom to build a career and practice that reflect their individual goals-supported by experienced leadership, dedicated…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Streamlinestreamlineplanning.comHQ: United StatesReported employees: Not recorded | United States | Not recorded | Exact match | 134 contacts → |
“Retirement income planning in the Chicagoland area.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Augustar Retirementaugustarfinancial.comHQ: Cincinnati, OH, United StatesReported employees: 501-1,000 | Cincinnati, OH, United States | 501-1,000 | Exact match | 127 contacts → |
“Don’t think of retirement planning as being scary and unknown.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Strategic Retirement Partnerssrpretire.comHQ: Des Moines, IA, United StatesReported employees: 51-200 | Des Moines, IA, United States | 51-200 | Exact match | 121 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Rise North Capitalrisenorthcapital.comHQ: Braintree, MA, United StatesReported employees: 51-200 | Braintree, MA, United States | 51-200 | Exact match | 109 contacts → |
“Rise North Capital is a financial services organization whose mission is to help individuals, families, and businesses reach their financial goals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Strategic Wealth Designersswdgroup.comHQ: Louisville, CO, United StatesReported employees: 51-200 | Louisville, CO, United States | 51-200 | Exact match | 108 contacts → |
“Strategic Wealth Designers is an independent financial planning firm with locations nationwide.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Planifiqueplanifique.comHQ: Le Grand-saconnex, SwitzerlandReported employees: 51-200 | Le Grand-saconnex, Switzerland | 51-200 | Exact match | 97 contacts → |
“Unique en Suisse, Planifique accompagne les résidents suisses, français et les frontaliers de plus de 50 ans vers la retraite afin d’optimiser leur départ d’un point de vue…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Retirement Advantagecanadalife.co.ukHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 90 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 22 |  Chartered Wealth Solutionscharteredwealth.co.zaHQ: Johannesburg, South AfricaReported employees: 51-200 | Johannesburg, South Africa | 51-200 | Exact match | 89 contacts → |
“Chartered Wealth Solutions is an award winning retirement planning business which specialises in helping people merge their money to a unique and authentic life in retirement.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Root Financialrootfinancial.comHQ: Encinitas, CA, United StatesReported employees: 51-200 | Encinitas, CA, United States | 51-200 | Exact match | 87 contacts → |
“We help you get the most out of life with your money.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Brysonbrysonfinancial.comHQ: Long Beach, CA, United StatesReported employees: 51-200 | Long Beach, CA, United States | 51-200 | Exact match | 85 contacts → |
“Bryson Financial | Insurance and Benefits Built Around Your Bottom Line For over 55 years, Bryson Financial has helped businesses protect what they've built and find real savings…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  MY Pension Expertmypensionexpert.comHQ: Doncaster, United KingdomReported employees: 51-200 | Doncaster, United Kingdom | 51-200 | Exact match | 85 contacts → |
“We are the UK’s number 1 Advised Retirement Income Specialist and we arrange £millions of income options at retirement each week for people around the UK.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 5,361 company matches
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Retirement income planners: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
5,327 records in the displayed employee bands.
34 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 5,361 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Retirement income planners by location
11 lists · largest firstEvery Retirement income planners list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Retirement income planners based in the United States3,696
- Retirement income planners based in the United Kingdom202
- Retirement income planners based in Canada155
- Retirement income planners based in Australia132
- Retirement income planners based in France93
- Retirement income planners based in Germany65
- Retirement income planners based in Ireland32
Cities
Questions about this company list
What does Exact match mean for retirement income planners?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many retirement income planners did RevenueBase find worldwide?
The saved snapshot records 5,361 matching company records, 62,318 tracked contacts and 15,808 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 retirement income planners worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/retirement-income-planners.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
Company intelligence · public preview
Top 25 retirement income planners worldwide
RevenueBase records 5,361 matching company records for retirement income planners worldwide, with 62,318 tracked contacts and 15,808 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 retirement income planners worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Transamericatransamerica.com HQ: Baltimore, IL, United StatesReported employees: 5,001-10,000 | Baltimore, IL, United States | 5,001-10,000 | Exact match | 12,182 contacts → |
“Longer lifespans are changing the way we exist.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Profuturoprofuturo.mx HQ: MexicoReported employees: 1,001-5,000 | Mexico | 1,001-5,000 | Exact match | 9,324 contacts → |
“Desde diciembre de 1996 trabajamos para ser los mejores asesores en retiro de las familias mexicanas.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Jacksonjackson.com HQ: Lansing, MI, United StatesReported employees: 1,001-5,000 | Lansing, MI, United States | 1,001-5,000 | Exact match | 3,491 contacts → |
“Jackson® (NYSE: JXN) is committed to helping clarify the complexity of retirement planning – for financial professionals and their clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | American Equityamerican-equity.com HQ: Des Moines, IA, United StatesReported employees: 501-1,000 | Des Moines, IA, United States | 501-1,000 | Exact match | 959 contacts → |
“American Equity is a leading provider of annuity products focused on bringing clarity and certainty to retirement income planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Security Benefitsecuritybenefit.com HQ: Topeka, KS, United StatesReported employees: 501-1,000 | Topeka, KS, United States | 501-1,000 | Exact match | 745 contacts → |
“Saving for a confident, comfortable retirement is one of the best things individuals can do for their long-term financial and emotional well-being.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Afore Coppelaforecoppel.com HQ: MexicoReported employees: 5,001-10,000 | Mexico | 5,001-10,000 | Exact match | 740 contacts → |
“Afore Coppel is a financial services company based out of Mexico.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Raymond James & Associates, INCraymondjames.com HQ: St. Petersburg, FL, United StatesReported employees: 10001+ | St. Petersburg, FL, United States | 10001+ | Exact match | 550 contacts → |
“Our professional financial advisors provide financial services for individuals looking for retirement planning, investment advice, and wealth management.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | USI Consulting Groupusicg.com HQ: Glastonbury, CT, United StatesReported employees: 501-1,000 | Glastonbury, CT, United States | 501-1,000 | Exact match | 474 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | AIG Retirement Servicescorebridgefinancial.com HQ: Houston, TX, United StatesReported employees: 1,001-5,000 | Houston, TX, United States | 1,001-5,000 | Exact match | 300 contacts → |
“AIG Retirement Services is now Corebridge Financial.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Planmember Financial Corporationplanmember.com HQ: Carpinteria, CA, United StatesReported employees: 51-200 | Carpinteria, CA, United States | 51-200 | Exact match | 212 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Origen Financial Servicesorigenfs.co.uk HQ: Farnborough, United KingdomReported employees: 51-200 | Farnborough, United Kingdom | 51-200 | Exact match | 187 contacts → |
“Origen Financial Services is one of the UK’s leading financial advisers.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Reevesreevesifa.com HQ: Newcastle Upon Tyne, United KingdomReported employees: 51-200 | Newcastle Upon Tyne, United Kingdom | 51-200 | Exact match | 158 contacts → |
“Reeves helps successful individuals enjoy their future.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Trajan Wealth LLCtrajanwealth.com HQ: Scottsdale, AZ, United StatesReported employees: 51-200 | Scottsdale, AZ, United States | 51-200 | Exact match | 136 contacts → |
“Trajan Wealth is a Family Office Trajan Wealth is a Registered Investment Advisor (RIA) and family office offering integrated wealth management, tax planning, estate planning…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Spectrum Financial Groupspectrumfg.com HQ: Dallas, TX, United StatesReported employees: 51-200 | Dallas, TX, United States | 51-200 | Exact match | 136 contacts → |
“At Spectrum Financial Group, financial advisors have the freedom to build a career and practice that reflect their individual goals-supported by experienced leadership, dedicated…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Streamlinestreamlineplanning.com HQ: United StatesReported employees: Not recorded | United States | Not recorded | Exact match | 134 contacts → |
“Retirement income planning in the Chicagoland area.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Augustar Retirementaugustarfinancial.com HQ: Cincinnati, OH, United StatesReported employees: 501-1,000 | Cincinnati, OH, United States | 501-1,000 | Exact match | 127 contacts → |
“Don’t think of retirement planning as being scary and unknown.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Strategic Retirement Partnerssrpretire.com HQ: Des Moines, IA, United StatesReported employees: 51-200 | Des Moines, IA, United States | 51-200 | Exact match | 121 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Rise North Capitalrisenorthcapital.com HQ: Braintree, MA, United StatesReported employees: 51-200 | Braintree, MA, United States | 51-200 | Exact match | 109 contacts → |
“Rise North Capital is a financial services organization whose mission is to help individuals, families, and businesses reach their financial goals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Strategic Wealth Designersswdgroup.com HQ: Louisville, CO, United StatesReported employees: 51-200 | Louisville, CO, United States | 51-200 | Exact match | 108 contacts → |
“Strategic Wealth Designers is an independent financial planning firm with locations nationwide.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Planifiqueplanifique.com HQ: Le Grand-saconnex, SwitzerlandReported employees: 51-200 | Le Grand-saconnex, Switzerland | 51-200 | Exact match | 97 contacts → |
“Unique en Suisse, Planifique accompagne les résidents suisses, français et les frontaliers de plus de 50 ans vers la retraite afin d’optimiser leur départ d’un point de vue…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Retirement Advantagecanadalife.co.uk HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 90 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 22 | Chartered Wealth Solutionscharteredwealth.co.za HQ: Johannesburg, South AfricaReported employees: 51-200 | Johannesburg, South Africa | 51-200 | Exact match | 89 contacts → |
“Chartered Wealth Solutions is an award winning retirement planning business which specialises in helping people merge their money to a unique and authentic life in retirement.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Root Financialrootfinancial.com HQ: Encinitas, CA, United StatesReported employees: 51-200 | Encinitas, CA, United States | 51-200 | Exact match | 87 contacts → |
“We help you get the most out of life with your money.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Brysonbrysonfinancial.com HQ: Long Beach, CA, United StatesReported employees: 51-200 | Long Beach, CA, United States | 51-200 | Exact match | 85 contacts → |
“Bryson Financial | Insurance and Benefits Built Around Your Bottom Line For over 55 years, Bryson Financial has helped businesses protect what they've built and find real savings…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | MY Pension Expertmypensionexpert.com HQ: Doncaster, United KingdomReported employees: 51-200 | Doncaster, United Kingdom | 51-200 | Exact match | 85 contacts → |
“We are the UK’s number 1 Advised Retirement Income Specialist and we arrange £millions of income options at retirement each week for people around the UK.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Retirement income planners: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
5,327 records in the displayed employee bands.
34 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 5,361 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Retirement income planners by location
11 lists · largest firstEvery Retirement income planners list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Retirement income planners based in the United States3,696
- Retirement income planners based in the United Kingdom202
- Retirement income planners based in Canada155
- Retirement income planners based in Australia132
- Retirement income planners based in France93
- Retirement income planners based in Germany65
- Retirement income planners based in Ireland32
Cities
Questions about this company list
What does Exact match mean for retirement income planners?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many retirement income planners did RevenueBase find worldwide?
The saved snapshot records 5,361 matching company records, 62,318 tracked contacts and 15,808 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
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Cite this list
RevenueBase Data Team. Top 25 retirement income planners worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/retirement-income-planners.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗