Company lists · Data refreshed September 2026
Top 25 Retirement planning consultants worldwide
RevenueBase identified 26,242 retirement planning consultants worldwide as of September 2026 and tracks 319,559 professional contacts across them, including 112,813 with verified work emails. The United States is the largest market and London the largest hub.
This list covers retirement planning consultants worldwide, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 21, 2026. Country and city lists for retirement planning consultants follow the table.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 planning consultants worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 32,808 contacts → | ||||
Indirect evidence “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 2 | 24,283 contacts → | ||||
Indirect evidence “At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 3 | 11,582 contacts → | ||||
Indirect evidence “Longer lifespans are changing the way we exist.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 4 | 8,710 contacts → | ||||
Indirect evidence “Desde diciembre de 1996 trabajamos para ser los mejores asesores en retiro de las familias mexicanas.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 5 | 6,589 contacts → | ||||
Indirect evidence “Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 6 | 4,468 contacts → | ||||
Indirect evidence “At Equitable Advisors, we deliver personalized, goals-based financial guidance rooted in integrity, insight, and empathy.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 7 | 4,111 contacts → | ||||
Indirect evidence “There’s advice that can change your day.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 8 | 3,204 contacts → | ||||
Strong evidence “Jackson® (NYSE: JXN) is committed to helping clarify the complexity of retirement planning – for financial professionals and their clients.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 9 | 2,390 contacts → | ||||
Indirect evidence “Particuliers, chefs d'entreprise, TPE/PME.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 10 | 2,058 contacts → | ||||
Indirect evidence “MLP Private Finance integrates a range of financial services into one tailored financial package for each client.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 11 | 1,951 contacts → | ||||
Indirect evidence “Wilmington Trust has built deep and lasting relationships, put our clients first, and provided innovative advice for complex situations.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 12 | 1,828 contacts → | ||||
Indirect evidence “Your wealth plan shouldn’t sit still.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 13 | 1,775 contacts → | ||||
Indirect evidence “Česká akciová společnost Partners Financial Services, a.s, zahájila svou činnost v červnu roku 2007 a její hlavní aktivitou je poskytování nezávislého finančního poradenství.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 14 | 1,768 contacts → | ||||
Partial evidence “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 15 | 1,661 contacts → | ||||
Indirect evidence “Building wealth.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 16 | 1,516 contacts → | ||||
Indirect evidence “In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 17 | 1,491 contacts → | ||||
Indirect evidence “Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 18 | 1,482 contacts → | ||||
Indirect evidence “For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 19 | 1,434 contacts → | ||||
Indirect evidence “Are you looking to amplify and simplify your financial life?” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 20 | 1,249 contacts → | ||||
Indirect evidence “Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 21 | 1,112 contacts → | ||||
Indirect evidence “On April 30, 2021, Macquarie Asset Management, the asset management division of Macquarie Group, acquired Waddell & Reed Financial, Inc.’s investment management business including…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 22 | 969 contacts → | ||||
Indirect evidence “Manulife Financial Advisers is a Singapore-based financial advisory firm known for its quality advice and professional services.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 23 | 948 contacts → | ||||
Indirect evidence “VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 24 | 837 contacts → | ||||
Indirect evidence “We partner and serve as our clients’ financial confidante, using real-world experience and impactful insights to help them solve increasingly complex challenges that extend well…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 25 | 810 contacts → | ||||
Indirect evidence “Tax & Financial Group (TFG) is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: retirement planning consultants. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names retirement planning consultants.
- Partial evidence
- Its own public description names part of retirement planning consultants, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name retirement planning consultants. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 26,242 retirement planning consultants worldwide
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Retirement planning consultants worldwide at a glance
As of Sep 21, 2026Companies by employee count
Email recency is reported on each country list linked below.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among retirement planning consultants, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- Coverage
- Every country. Country and city lists for retirement planning consultants are linked below.
- What qualifies
- Companies worldwide whose own description of what they do matches “retirement planning consultants”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names retirement planning consultants), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among retirement planning consultants, and records with no verified work email.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- 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 listed company carries at least one verified work email, 112,813 across the full list. 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 September 21, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Retirement planning consultants by location
142 lists · largest firstEvery Retirement planning consultants list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Retirement planning consultants based in the United States14,846
- Retirement planning consultants based in the United Kingdom1,796
- Retirement planning consultants based in India1,163
- Retirement planning consultants based in Australia1,039
- Retirement planning consultants based in Canada940
- Retirement planning consultants based in France618
- Retirement planning consultants based in Germany489
- Retirement planning consultants based in Brazil373
- Retirement planning consultants based in South Africa336
- Retirement planning consultants based in Mexico196
- Retirement planning consultants based in the Netherlands193
- Retirement planning consultants based in Switzerland179
- Retirement planning consultants based in Ireland144
- Retirement planning consultants based in Spain94
- Retirement planning consultants based in Italy80
- Retirement planning consultants based in New Zealand67
- Retirement planning consultants based in Argentina60
- Retirement planning consultants based in Israel50
- Retirement planning consultants based in the United Arab Emirates50
- Retirement planning consultants based in Belgium39
- Retirement planning consultants based in Austria36
- Retirement planning consultants based in Sweden26
Cities
- Retirement planning consultants based in London, United Kingdom230
- Retirement planning consultants based in New York, United States220
- Retirement planning consultants based in Houston, United States164
- Retirement planning consultants based in Mumbai, India151
- Retirement planning consultants based in Atlanta, United States147
- Retirement planning consultants based in San Diego, United States136
- Retirement planning consultants based in Dallas, United States133
- Retirement planning consultants based in Chicago, United States132
- Retirement planning consultants based in Scottsdale, United States120
- Retirement planning consultants based in Charlotte, United States113
- Retirement planning consultants based in Austin, United States102
- Retirement planning consultants based in Sydney, Australia99
- Retirement planning consultants based in Denver, United States95
- Retirement planning consultants based in Tampa, United States93
- Retirement planning consultants based in Portland, United States92
- Retirement planning consultants based in Toronto, Canada87
- Retirement planning consultants based in Cincinnati, United States85
- Retirement planning consultants based in Los Angeles, United States85
- Retirement planning consultants based in Overland Park, United States77
- Retirement planning consultants based in Raleigh, United States75
- Retirement planning consultants based in Melbourne, Australia74
- Retirement planning consultants based in Columbus, United States71
- Retirement planning consultants based in Greenville, United States69
- Retirement planning consultants based in San Francisco, United States69
- Retirement planning consultants based in Irvine, United States68
- Retirement planning consultants based in Phoenix, United States67
- Retirement planning consultants based in Pittsburgh, United States67
- Retirement planning consultants based in San Antonio, United States67
- Retirement planning consultants based in Boston, United States64
- Retirement planning consultants based in Indianapolis, United States64
- Retirement planning consultants based in Columbia, United States63
- Retirement planning consultants based in Johannesburg, South Africa63
- Retirement planning consultants based in Rochester, United States63
- Retirement planning consultants based in Newport Beach, United States61
- Retirement planning consultants based in Boca Raton, United States60
- Retirement planning consultants based in Grand Rapids, United States60
- Retirement planning consultants based in Miami, United States59
- Retirement planning consultants based in New Delhi, India59
- Retirement planning consultants based in Las Vegas, United States58
- Retirement planning consultants based in Omaha, United States57
- Retirement planning consultants based in Calgary, Canada56
- Retirement planning consultants based in Bellevue, United States55
- Retirement planning consultants based in Greenwood Village, United States53
- Retirement planning consultants based in Richmond, United States53
- Retirement planning consultants based in Seattle, United States53
- Retirement planning consultants based in Birmingham, United States52
- Retirement planning consultants based in Fort Lauderdale, United States52
- Retirement planning consultants based in Minneapolis, United States51
- Retirement planning consultants based in Springfield, United States51
- Retirement planning consultants based in Colorado Springs, United States50
- Retirement planning consultants based in Vancouver, Canada50
- Retirement planning consultants based in Bangalore, India48
- Retirement planning consultants based in Jacksonville, United States48
- Retirement planning consultants based in Louisville, United States47
- Retirement planning consultants based in Salt Lake City, United States47
- Retirement planning consultants based in Troy, United States47
- Retirement planning consultants based in Wilmington, United States47
- Retirement planning consultants based in Madison, United States46
- Retirement planning consultants based in Plano, United States46
- Retirement planning consultants based in Fort Worth, United States45
- Retirement planning consultants based in Lexington, United States43
- Retirement planning consultants based in Tucson, United States42
- Retirement planning consultants based in Chennai, India40
- Retirement planning consultants based in Lafayette, United States40
- Retirement planning consultants based in Orlando, United States40
- Retirement planning consultants based in Sarasota, United States40
- Retirement planning consultants based in Nashville, United States39
- Retirement planning consultants based in Brisbane, Australia38
- Retirement planning consultants based in Cleveland, United States38
- Retirement planning consultants based in Lincoln, United States38
- Retirement planning consultants based in Plymouth, United States38
- Retirement planning consultants based in Manchester, United Kingdom37
- Retirement planning consultants based in Tulsa, United States37
- Retirement planning consultants based in Walnut Creek, United States37
- Retirement planning consultants based in Knoxville, United States36
- Retirement planning consultants based in Pasadena, United States36
- Retirement planning consultants based in Washington, United States36
- Retirement planning consultants based in Alpharetta, United States35
- Retirement planning consultants based in Virginia Beach, United States35
- Retirement planning consultants based in Winnipeg, Canada35
- Retirement planning consultants based in Franklin, United States34
- Retirement planning consultants based in Memphis, United States34
- Retirement planning consultants based in Cape Town, South Africa33
- Retirement planning consultants based in Red Bank, United States32
- Retirement planning consultants based in Bloomington, United States31
- Retirement planning consultants based in Bristol, United Kingdom31
- Retirement planning consultants based in Charleston, United States31
- Retirement planning consultants based in Edmonton, Canada31
- Retirement planning consultants based in Fort Collins, United States31
- Retirement planning consultants based in Melville, United States31
- Retirement planning consultants based in Oklahoma City, United States31
- Retirement planning consultants based in Ottawa, Canada31
- Retirement planning consultants based in West Des Moines, United States31
- Retirement planning consultants based in Brentwood, United States30
- Retirement planning consultants based in Glasgow, United Kingdom30
- Retirement planning consultants based in Jackson, United States30
- Retirement planning consultants based in Lake Oswego, United States30
- Retirement planning consultants based in Baton Rouge, United States29
- Retirement planning consultants based in Edinburgh, United Kingdom29
- Retirement planning consultants based in Fort Wayne, United States29
- Retirement planning consultants based in Greensboro, United States29
- Retirement planning consultants based in Wichita, United States29
- Retirement planning consultants based in Englewood, United States28
- Retirement planning consultants based in Kansas City, United States28
- Retirement planning consultants based in Philadelphia, United States28
- Retirement planning consultants based in Pretoria, South Africa28
- Retirement planning consultants based in Rockville, United States28
- Retirement planning consultants based in San Jose, United States28
- Retirement planning consultants based in St Louis, United States28
- Retirement planning consultants based in The Woodlands, United States28
- Retirement planning consultants based in West Chester, United States28
- Retirement planning consultants based in Westlake Village, United States28
- Retirement planning consultants based in Albuquerque, United States26
- Retirement planning consultants based in Buffalo, United States26
- Retirement planning consultants based in Little Rock, United States26
- Retirement planning consultants based in Chattanooga, United States25
- Retirement planning consultants based in Honolulu, United States25
- Retirement planning consultants based in Naples, United States25
- Retirement planning consultants based in Roseville, United States25
- Retirement planning consultants based in Spokane, United States25
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names retirement planning consultants, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many retirement planning consultants are there worldwide?
RevenueBase identified 26,242 retirement planning consultants worldwide as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Merrill Lynch, headquartered in New York, tops this list with the largest team on record.
Which country has the most retirement planning consultants?
The United States leads with 14,846 companies, followed by the United Kingdom (1,796) and India (1,163). Every retirement planning consultants list by country and city is linked on this page.
Which city has the most retirement planning consultants?
London leads with 249 headquartered companies, followed by New York (220) and Houston (164).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 112,813 verified decision-maker contacts tracked across these 26,242 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 21, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, 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.