Company lists · Data refreshed November 2026
Top 25 Retirement plan brokers worldwide
RevenueBase identified 2,238 company matches for retirement plan brokers worldwide as of November 2026 and tracks 25,788 professional contacts across them, including 11,242 with verified work emails. The United States is the largest market and Sao Paulo the largest hub.
This list covers company matches for retirement plan brokers 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 plan brokers 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 plan brokers worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 2,491 contacts → | ||||
Exact match “The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 1,889 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 | |||||
| 3 | 928 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 | |||||
| 4 | 665 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 | |||||
| 5 | 534 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 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 | |||||
| 7 | 384 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 | |||||
| 8 | 323 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 | |||||
| 9 | 246 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 | |||||
| 10 | 217 contacts → | ||||
Exact match “National Benefit Services, LLC is an outsourced employee benefits provider in the retirement and consumer driven healthcare markets.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 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 | |||||
| 12 | 209 contacts → | ||||
Exact match “For over 30 years, JULY has helped financial advisors, TPAs, and employers build stronger retirement futures.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 169 contacts → | ||||
Exact match “Eres is the French leader of independent providers of Profit sharing, Retirement plans and Employee share ownership.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 164 contacts → | ||||
Exact match “Thank you for visiting our company page!” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 163 contacts → | ||||
Exact match “FBMC Benefits Management, Inc.(FBMC), an industry leader for over 40 years, provides comprehensive employee benefits management.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 155 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 | |||||
| 17 | 155 contacts → | ||||
Exact match “A Célebre é uma corretora especializada em planos de saúde empresariais, com 28 anos de atuação no mercado.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 148 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 | |||||
| 19 | 147 contacts → | ||||
Exact match “Há 10 anos no mercado, a Affinity Corretora é uma plataforma nacional de suporte e assessoria para corretores de planos de saúde, seguros e benefícios.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 145 contacts → | ||||
Exact match “Connor & Gallagher OneSource (CGO) is an independent insurance broker in Lisle, Illinois since 1997.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 129 contacts → | ||||
Exact match “Advisors want a retirement plan provider who gets their client's needs, takes care of the details and offers proactive support.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 124 contacts → | ||||
Exact match “Employee benefits consultants and administrators.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 123 contacts → | ||||
Exact match “Benefit Communications Inc.(BCI) helps employers and brokers simplify benefits through a blend of modern technology and expert advisor support.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 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 | |||||
| 25 | 110 contacts → | ||||
Exact match “Selectpath offers comprehensive and customized solutions based on your unique needs.” 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 plan brokers”. 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 2,238 retirement plan brokers worldwide
See the full list, filter by size, metro and specialty, and access 11,242 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Retirement plan brokers 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 plan brokers are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “retirement plan brokers” 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 11,242 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 plan brokers by location
6 lists · largest firstEvery Retirement plan brokers list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Retirement plan brokers based in the United States1,287
- Retirement plan brokers based in Brazil305
- Retirement plan brokers based in Canada105
- Retirement plan brokers based in France52
- Retirement plan brokers based in Germany47
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 plan brokers”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many retirement plan brokers are there worldwide?
RevenueBase identified 2,238 company matches for retirement plan brokers 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?
The Baldwin Group tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which country has the most retirement plan brokers?
The United States leads with 1,287 companies, followed by Brazil (305) and Canada (105). Every retirement plan brokers list by country and city is linked on this page.
Which city has the most retirement plan brokers?
Sao Paulo leads with 97 company records, followed by Rio De Janeiro (30) and Houston (24).
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 11,242 professional contacts with verified work emails tracked across these 2,238 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 2,238 retirement plan brokers 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.
More company lists
Company intelligence · public preview
Top 25 retirement plan brokers worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 2,238 matching company records for retirement plan brokers worldwide, with 25,788 tracked contacts and 11,242 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 plan brokers 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 |  The Baldwin Groupbaldwin.comHQ: Tampa, FL, United StatesReported employees: 1,001-5,000 | Tampa, FL, United States | 1,001-5,000 | Exact match | 2,491 contacts → |
“The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Captrustcaptrust.comHQ: Raleigh, NC, United StatesReported employees: 1,001-5,000 | Raleigh, NC, United States | 1,001-5,000 | Exact match | 1,889 contacts → |
“CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Human Interesthumaninterest.comHQ: San Francisco, CA, United StatesReported employees: 501-1,000 | San Francisco, CA, United States | 501-1,000 | Exact match | 928 contacts → |
“Human Interest is founded on a simple idea: Affordable, zero-transaction fee 401(k) plans for small and medium businesses.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Esic Corporationesiccorp.comHQ: Frederick, MD, United StatesReported employees: Not recorded | Frederick, MD, United States | Not recorded | Exact match | 665 contacts → |
“ESIC Corporation is a company based out of 38 S Market St, Frederick, MD, United States.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  ALL State Financial COallstate.comHQ: Owensboro, KY, United StatesReported employees: Not recorded | Owensboro, KY, United States | Not recorded | Exact match | 534 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 6 |  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. | |||||
| 7 |  Kelly Benefitskellybenefits.comHQ: Sparks, MD, United StatesReported employees: 201-500 | Sparks, MD, United States | 201-500 | Exact match | 384 contacts → |
“Benefit challenges facing employers today are extremely complex.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Corporate Synergiescorpsyn.comHQ: Camden, NJ, United StatesReported employees: 201-500 | Camden, NJ, United States | 201-500 | Exact match | 323 contacts → |
“Corporate Synergies (CSG), a Foundation Risk Partners Company, is a nationally recognized employee benefits broker headquartered in Camden, NJ, with regional offices located…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Definiti LLCdefiniti.comHQ: Cary, NC, United StatesReported employees: 201-500 | Cary, NC, United States | 201-500 | Exact match | 246 contacts → |
“From 401(k) plan design and administration, compliance and actuarial consulting, to pension outsourcing, recordkeeping and 3(16) fiduciary services, Definiti helps organizations…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  National Benefit Services, LLCnbsbenefits.comHQ: Salt Lake City, UT, United StatesReported employees: 201-500 | Salt Lake City, UT, United States | 201-500 | Exact match | 217 contacts → |
“National Benefit Services, LLC is an outsourced employee benefits provider in the retirement and consumer driven healthcare markets.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  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. | |||||
| 12 |  July Business Servicesjulyservices.comHQ: Waco, TX, United StatesReported employees: 201-500 | Waco, TX, United States | 201-500 | Exact match | 209 contacts → |
“For over 30 years, JULY has helped financial advisors, TPAs, and employers build stronger retirement futures.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  ERESeres-group.comHQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 169 contacts → |
“Eres is the French leader of independent providers of Profit sharing, Retirement plans and Employee share ownership.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  MAP Retirementmap401k.comHQ: Appleton, WI, United StatesReported employees: 51-200 | Appleton, WI, United States | 51-200 | Exact match | 164 contacts → |
“Thank you for visiting our company page!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Fbmc Benefits Managementfbmc.comHQ: Tallahassee, FL, United StatesReported employees: 51-200 | Tallahassee, FL, United States | 51-200 | Exact match | 163 contacts → |
“FBMC Benefits Management, Inc.(FBMC), an industry leader for over 40 years, provides comprehensive employee benefits management.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  The Retirement Advantage, Inc. TRAtra401k.comHQ: Appleton, WI, United StatesReported employees: 201-500 | Appleton, WI, United States | 201-500 | Exact match | 155 contacts → |
“As a national retirement services company, The Retirement Advantage (TRA) provides third party administration and fiduciary services to plan sponsors, financial advisors, wealth…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Célebre Corretoracelebrecorretora.com.brHQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 155 contacts → |
“A Célebre é uma corretora especializada em planos de saúde empresariais, com 28 anos de atuação no mercado.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  APC Forsikringsmæglere A Spensionssamtaler.dkHQ: København K, DenmarkReported employees: 51-200 | København K, Denmark | 51-200 | Exact match | 148 contacts → |
“APC Forsikringsmæglere A/S (APC) er den første og eneste 100 % uafhængige mægler på det private pensionsmarked i Danmark.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Affinity Corretoraaffinitycorretora.com.brHQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 147 contacts → |
“Há 10 anos no mercado, a Affinity Corretora é uma plataforma nacional de suporte e assessoria para corretores de planos de saúde, seguros e benefícios.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Connor & Gallagher Onesourcegocgo.comHQ: Lisle, IL, United StatesReported employees: 51-200 | Lisle, IL, United States | 51-200 | Exact match | 145 contacts → |
“Connor & Gallagher OneSource (CGO) is an independent insurance broker in Lisle, Illinois since 1997.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  NWPSnwpsbenefits.comHQ: Seattle, WA, United StatesReported employees: 51-200 | Seattle, WA, United States | 51-200 | Exact match | 129 contacts → |
“Advisors want a retirement plan provider who gets their client's needs, takes care of the details and offers proactive support.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Coughlin & Associates LTDcoughlin.caHQ: Ottawa, ON, CanadaReported employees: 51-200 | Ottawa, ON, Canada | 51-200 | Exact match | 124 contacts → |
“Employee benefits consultants and administrators.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Benefit Communications INCbenefitcommunications.comHQ: Nashville, TN, United StatesReported employees: 51-200 | Nashville, TN, United States | 51-200 | Exact match | 123 contacts → |
“Benefit Communications Inc.(BCI) helps employers and brokers simplify benefits through a blend of modern technology and expert advisor support.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  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. | |||||
| 25 |  Selectpath Benefits & Financial INCselectpath.caHQ: London, ON, CanadaReported employees: 51-200 | London, ON, Canada | 51-200 | Exact match | 110 contacts → |
“Selectpath offers comprehensive and customized solutions based on your unique needs.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 2,238 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Retirement plan brokers: 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
2,221 records in the displayed employee bands.
17 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 2,238 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 plan brokers by location
6 lists · largest firstEvery Retirement plan brokers list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Retirement plan brokers based in the United States1,287
- Retirement plan brokers based in Brazil305
- Retirement plan brokers based in Canada105
- Retirement plan brokers based in France52
- Retirement plan brokers based in Germany47
Cities
Questions about this company list
What does Exact match mean for retirement plan brokers?
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 plan brokers did RevenueBase find worldwide?
The saved snapshot records 2,238 matching company records, 25,788 tracked contacts and 11,242 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 plan brokers worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/retirement-plan-brokers.
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 plan brokers worldwide
RevenueBase records 2,238 matching company records for retirement plan brokers worldwide, with 25,788 tracked contacts and 11,242 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 plan brokers 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 | The Baldwin Groupbaldwin.com HQ: Tampa, FL, United StatesReported employees: 1,001-5,000 | Tampa, FL, United States | 1,001-5,000 | Exact match | 2,491 contacts → |
“The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Captrustcaptrust.com HQ: Raleigh, NC, United StatesReported employees: 1,001-5,000 | Raleigh, NC, United States | 1,001-5,000 | Exact match | 1,889 contacts → |
“CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Human Interesthumaninterest.com HQ: San Francisco, CA, United StatesReported employees: 501-1,000 | San Francisco, CA, United States | 501-1,000 | Exact match | 928 contacts → |
“Human Interest is founded on a simple idea: Affordable, zero-transaction fee 401(k) plans for small and medium businesses.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Esic Corporationesiccorp.com HQ: Frederick, MD, United StatesReported employees: Not recorded | Frederick, MD, United States | Not recorded | Exact match | 665 contacts → |
“ESIC Corporation is a company based out of 38 S Market St, Frederick, MD, United States.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | ALL State Financial COallstate.com HQ: Owensboro, KY, United StatesReported employees: Not recorded | Owensboro, KY, United States | Not recorded | Exact match | 534 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 6 | 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. | |||||
| 7 | Kelly Benefitskellybenefits.com HQ: Sparks, MD, United StatesReported employees: 201-500 | Sparks, MD, United States | 201-500 | Exact match | 384 contacts → |
“Benefit challenges facing employers today are extremely complex.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Corporate Synergiescorpsyn.com HQ: Camden, NJ, United StatesReported employees: 201-500 | Camden, NJ, United States | 201-500 | Exact match | 323 contacts → |
“Corporate Synergies (CSG), a Foundation Risk Partners Company, is a nationally recognized employee benefits broker headquartered in Camden, NJ, with regional offices located…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Definiti LLCdefiniti.com HQ: Cary, NC, United StatesReported employees: 201-500 | Cary, NC, United States | 201-500 | Exact match | 246 contacts → |
“From 401(k) plan design and administration, compliance and actuarial consulting, to pension outsourcing, recordkeeping and 3(16) fiduciary services, Definiti helps organizations…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | National Benefit Services, LLCnbsbenefits.com HQ: Salt Lake City, UT, United StatesReported employees: 201-500 | Salt Lake City, UT, United States | 201-500 | Exact match | 217 contacts → |
“National Benefit Services, LLC is an outsourced employee benefits provider in the retirement and consumer driven healthcare markets.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | 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. | |||||
| 12 | July Business Servicesjulyservices.com HQ: Waco, TX, United StatesReported employees: 201-500 | Waco, TX, United States | 201-500 | Exact match | 209 contacts → |
“For over 30 years, JULY has helped financial advisors, TPAs, and employers build stronger retirement futures.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | ERESeres-group.com HQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 169 contacts → |
“Eres is the French leader of independent providers of Profit sharing, Retirement plans and Employee share ownership.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | MAP Retirementmap401k.com HQ: Appleton, WI, United StatesReported employees: 51-200 | Appleton, WI, United States | 51-200 | Exact match | 164 contacts → |
“Thank you for visiting our company page!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Fbmc Benefits Managementfbmc.com HQ: Tallahassee, FL, United StatesReported employees: 51-200 | Tallahassee, FL, United States | 51-200 | Exact match | 163 contacts → |
“FBMC Benefits Management, Inc.(FBMC), an industry leader for over 40 years, provides comprehensive employee benefits management.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | The Retirement Advantage, Inc. TRAtra401k.com HQ: Appleton, WI, United StatesReported employees: 201-500 | Appleton, WI, United States | 201-500 | Exact match | 155 contacts → |
“As a national retirement services company, The Retirement Advantage (TRA) provides third party administration and fiduciary services to plan sponsors, financial advisors, wealth…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Célebre Corretoracelebrecorretora.com.br HQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 155 contacts → |
“A Célebre é uma corretora especializada em planos de saúde empresariais, com 28 anos de atuação no mercado.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | APC Forsikringsmæglere A Spensionssamtaler.dk HQ: København K, DenmarkReported employees: 51-200 | København K, Denmark | 51-200 | Exact match | 148 contacts → |
“APC Forsikringsmæglere A/S (APC) er den første og eneste 100 % uafhængige mægler på det private pensionsmarked i Danmark.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Affinity Corretoraaffinitycorretora.com.br HQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 147 contacts → |
“Há 10 anos no mercado, a Affinity Corretora é uma plataforma nacional de suporte e assessoria para corretores de planos de saúde, seguros e benefícios.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Connor & Gallagher Onesourcegocgo.com HQ: Lisle, IL, United StatesReported employees: 51-200 | Lisle, IL, United States | 51-200 | Exact match | 145 contacts → |
“Connor & Gallagher OneSource (CGO) is an independent insurance broker in Lisle, Illinois since 1997.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | NWPSnwpsbenefits.com HQ: Seattle, WA, United StatesReported employees: 51-200 | Seattle, WA, United States | 51-200 | Exact match | 129 contacts → |
“Advisors want a retirement plan provider who gets their client's needs, takes care of the details and offers proactive support.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Coughlin & Associates LTDcoughlin.ca HQ: Ottawa, ON, CanadaReported employees: 51-200 | Ottawa, ON, Canada | 51-200 | Exact match | 124 contacts → |
“Employee benefits consultants and administrators.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Benefit Communications INCbenefitcommunications.com HQ: Nashville, TN, United StatesReported employees: 51-200 | Nashville, TN, United States | 51-200 | Exact match | 123 contacts → |
“Benefit Communications Inc.(BCI) helps employers and brokers simplify benefits through a blend of modern technology and expert advisor support.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | 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. | |||||
| 25 | Selectpath Benefits & Financial INCselectpath.ca HQ: London, ON, CanadaReported employees: 51-200 | London, ON, Canada | 51-200 | Exact match | 110 contacts → |
“Selectpath offers comprehensive and customized solutions based on your unique needs.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 2,238 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Retirement plan brokers: 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
2,221 records in the displayed employee bands.
17 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 2,238 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 plan brokers by location
6 lists · largest firstEvery Retirement plan brokers list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Retirement plan brokers based in the United States1,287
- Retirement plan brokers based in Brazil305
- Retirement plan brokers based in Canada105
- Retirement plan brokers based in France52
- Retirement plan brokers based in Germany47
Cities
Questions about this company list
What does Exact match mean for retirement plan brokers?
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 plan brokers did RevenueBase find worldwide?
The saved snapshot records 2,238 matching company records, 25,788 tracked contacts and 11,242 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 plan brokers worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/retirement-plan-brokers.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗