Company lists · Data refreshed September 2026

Top 25 Retirement planning consultants worldwide

Name: Retirement planning consultants worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 21, 2026 26,242 companies tracked

RevenueBase identified 26,242 company matches for 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 company matches for retirement planning consultants 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 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 SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 21, 2026 How this list was built

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 company matches for retirement planning consultants worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 21, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Merrill Lynch	Exact match	New York, NY, United StatesHQ recorded Sep 21, 2026	10001+	32,808 contacts →
	Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
2	Ameriprise Financial Services, LLC	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 21, 2026	5,001-10,000	24,283 contacts →
	Exact match “At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
3	Transamerica	Exact match	Baltimore, IL, United StatesHQ recorded Sep 21, 2026	5,001-10,000	11,582 contacts →
	Exact match “Longer lifespans are changing the way we exist.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
4	Profuturo	Exact match	MexicoHQ recorded Sep 21, 2026	1,001-5,000	8,710 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 · Sep 21, 2026 · View company records in RevenueBase
5	IG Wealth Management	Exact match	Winnipeg, MB, CanadaHQ recorded Sep 21, 2026	5,001-10,000	6,589 contacts →
	Exact match “Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
6	Equitable Advisors	Exact match	United StatesHQ recorded Sep 21, 2026	5,001-10,000	4,468 contacts →
	Exact match “At Equitable Advisors, we deliver personalized, goals-based financial guidance rooted in integrity, insight, and empathy.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
7	St. James's Place	Exact match	Cirencester, United KingdomHQ recorded Sep 21, 2026	1,001-5,000	4,111 contacts →
	Exact match “There’s advice that can change your day.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
8	Jackson	Exact match	Lansing, MI, United StatesHQ recorded Sep 21, 2026	1,001-5,000	3,204 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 · Sep 21, 2026 · View company records in RevenueBase
9	UFF	Exact match	Bois-colombes, FranceHQ recorded Sep 21, 2026	501-1,000	2,390 contacts →
	Exact match “Particuliers, chefs d'entreprise, TPE/PME.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
10	MLP	Exact match	Wiesloch, GermanyHQ recorded Sep 21, 2026	1,001-5,000	2,058 contacts →
	Exact match “MLP Private Finance integrates a range of financial services into one tailored financial package for each client.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
11	Wilmington Trust	Exact match	Wilmington, DE, United StatesHQ recorded Sep 21, 2026	1,001-5,000	1,951 contacts →
	Exact match “Wilmington Trust has built deep and lasting relationships, put our clients first, and provided innovative advice for complex situations.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
12	Mariner	Exact match	Overland Park, KS, United StatesHQ recorded Sep 21, 2026	1,001-5,000	1,828 contacts →
	Exact match “Your wealth plan shouldn’t sit still.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
13	Partners Financial Services, A.S	Exact match	Praha 4 – Chodov, Czech RepublicHQ recorded Sep 21, 2026	1,001-5,000	1,775 contacts →
	Exact match “Česká akciová společnost Partners Financial Services, a.s, zahájila svou činnost v červnu roku 2007 a její hlavní aktivitou je poskytování nezávislého finančního poradenství.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
14	Captrust	Exact match	Raleigh, NC, United StatesHQ recorded Sep 21, 2026	1,001-5,000	1,768 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 · Sep 21, 2026 · View company records in RevenueBase
15	Truist Wealth	Exact match	Charlotte, NC, United StatesHQ recorded Sep 21, 2026	1,001-5,000	1,661 contacts →
	Exact match “Building wealth.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
16	Wealth Enhancement	Exact match	Plymouth, MN, United StatesHQ recorded Sep 21, 2026	1,001-5,000	1,516 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
17	Cerity Partners	Exact match	New York, NY, United StatesHQ recorded Sep 21, 2026	1,001-5,000	1,491 contacts →
	Exact match “Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
18	Edelman Financial Engines	Exact match	Santa Clara, CA, United StatesHQ recorded Sep 21, 2026	1,001-5,000	1,482 contacts →
	Exact match “For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
19	Mercer Advisors	Exact match	Denver, CO, United StatesHQ recorded Sep 21, 2026	501-1,000	1,434 contacts →
	Exact match “Are you looking to amplify and simplify your financial life?” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
20	Focus Partners	Exact match	St. Louis, MO, United StatesHQ recorded Sep 21, 2026	1,001-5,000	1,249 contacts →
	Exact match “Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
21	Waddell & Reed	Exact match	Shawnee Mission, KS, United StatesHQ recorded Sep 21, 2026	1,001-5,000	1,112 contacts →
	Exact match “On April 30, 2021, Macquarie Asset Management, the asset management division of Macquarie Group, acquired Waddell & Reed Financial, Inc.’s investment management business including…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
22	Manulife Financial Advisers PTE LTD	Exact match	SingaporeHQ recorded Sep 21, 2026	1,001-5,000	969 contacts →
	Exact match “Manulife Financial Advisers is a Singapore-based financial advisory firm known for its quality advice and professional services.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
23	VZ Vermögenszentrum	Exact match	Zürich, SwitzerlandHQ recorded Sep 21, 2026	1,001-5,000	948 contacts →
	Exact match “VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
24	Bernstein Private Wealth Management	Exact match	New York, NY, United StatesHQ recorded Sep 21, 2026	1,001-5,000	837 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
25	TAX & Financial Group	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 21, 2026	n/a	810 contacts →
	Exact match “Tax & Financial Group (TFG) is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security.” Recorded in the RevenueBase company graph · Sep 21, 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 planning consultants”. 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 26,242 retirement planning consultants worldwide

See the full list, filter by size, metro and specialty, and access 112,813 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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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

1,001-5,000

5,001-10,000

10001+

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 planning consultants are linked below.
What qualifies: Company records worldwide whose business descriptions match “retirement planning consultants” 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 112,813 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 September 21, 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 planning consultants by location

143 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 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 planning consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many retirement planning consultants are there worldwide?

RevenueBase identified 26,242 company matches for retirement planning consultants worldwide as of September 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?

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

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 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 112,813 professional contacts with verified work emails tracked across these 26,242 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 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 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.