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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 21, 2026 86% judged on-target in blind review
26,242Companies
319,559Contacts tracked
112,813Verified emails
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The 25 largest retirement planning consultants worldwide

Ranked by team size
Top 25 of 26,242 retirement planning consultants worldwide, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to retirement planning consultants: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceNew York, NY, United StatesHQ checked Sep 21, 202610001+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, 2026
2Indirect evidenceMinneapolis, MN, United StatesHQ checked Sep 21, 20265,001-10,00024,283 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, 2026
3Indirect evidenceBaltimore, IL, United StatesHQ checked Sep 21, 20265,001-10,00011,582 contacts →

Indirect evidence

“Longer lifespans are changing the way we exist.”

Source: RevenueBase Database · checked Sep 21, 2026
4Indirect evidenceMexicoHQ checked Sep 21, 20261,001-5,0008,710 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, 2026
5Indirect evidenceWinnipeg, MB, CanadaHQ checked Sep 21, 20265,001-10,0006,589 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, 2026
6Indirect evidenceUnited StatesHQ checked Sep 21, 20265,001-10,0004,468 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, 2026
7Indirect evidenceCirencester, United KingdomHQ checked Sep 21, 20261,001-5,0004,111 contacts →

Indirect evidence

“There’s advice that can change your day.”

Source: RevenueBase Database · checked Sep 21, 2026
8Strong evidenceLansing, MI, United StatesHQ checked Sep 21, 20261,001-5,0003,204 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, 2026
9Indirect evidenceBois-colombes, FranceHQ checked Sep 21, 2026501-1,0002,390 contacts →

Indirect evidence

“Particuliers, chefs d'entreprise, TPE/PME.”

Source: RevenueBase Database · checked Sep 21, 2026
10Indirect evidenceWiesloch, GermanyHQ checked Sep 21, 20261,001-5,0002,058 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, 2026
11Indirect evidenceWilmington, DE, United StatesHQ checked Sep 21, 20261,001-5,0001,951 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, 2026
12Indirect evidenceOverland Park, KS, United StatesHQ checked Sep 21, 20261,001-5,0001,828 contacts →

Indirect evidence

“Your wealth plan shouldn’t sit still.”

Source: RevenueBase Database · checked Sep 21, 2026
13Indirect evidencePraha 4 – Chodov, Czech RepublicHQ checked Sep 21, 20261,001-5,0001,775 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, 2026
14Partial evidenceRaleigh, NC, United StatesHQ checked Sep 21, 20261,001-5,0001,768 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, 2026
15Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 21, 20261,001-5,0001,661 contacts →

Indirect evidence

“Building wealth.”

Source: RevenueBase Database · checked Sep 21, 2026
16Indirect evidencePlymouth, MN, United StatesHQ checked Sep 21, 20261,001-5,0001,516 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, 2026
17Indirect evidenceNew York, NY, United StatesHQ checked Sep 21, 20261,001-5,0001,491 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, 2026
18Indirect evidenceSanta Clara, CA, United StatesHQ checked Sep 21, 20261,001-5,0001,482 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, 2026
19Indirect evidenceDenver, CO, United StatesHQ checked Sep 21, 2026501-1,0001,434 contacts →

Indirect evidence

“Are you looking to amplify and simplify your financial life?”

Source: RevenueBase Database · checked Sep 21, 2026
20Indirect evidenceSt. Louis, MO, United StatesHQ checked Sep 21, 20261,001-5,0001,249 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, 2026
21Indirect evidenceShawnee Mission, KS, United StatesHQ checked Sep 21, 20261,001-5,0001,112 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, 2026
22Indirect evidenceSingaporeHQ checked Sep 21, 20261,001-5,000969 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, 2026
23Indirect evidenceZürich, SwitzerlandHQ checked Sep 21, 20261,001-5,000948 contacts →

Indirect evidence

“VZ VermögensZentrum is Switzerland’s leading independent financial service company.”

Source: RevenueBase Database · checked Sep 21, 2026
24Indirect evidenceNew York, NY, United StatesHQ checked Sep 21, 20261,001-5,000837 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, 2026
25Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 21, 2026n/a810 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, 2026

Showing 25 of 26,242 retirement planning consultants worldwide

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 112,813 reachable decision-makers.

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Retirement planning consultants worldwide at a glance

As of Sep 21, 2026
35.3%Verified-email coverage
12.2Average contacts per company
1-10Median size (employees)
0.9%Largest-city concentration · London
Sep 21, 2026Page data refreshed

Companies by employee count

1-10
19,748
11-50
5,135
51-200
883
201-500
203
501-1,000
63
1,001-5,000
60
5,001-10,000
18
10001+
38

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 first

Every Retirement planning consultants list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.

Countries

Cities

Frequently asked

What is RevenueBase 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.