Company lists · Data refreshed September 2026
Top 25 Retirement planning services worldwide
RevenueBase identified 36,237 retirement planning services worldwide as of September 2026 and tracks 624,156 professional contacts across them, including 227,178 with verified work emails. The United States is the largest market and London the largest hub.
This list covers retirement planning services 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 services 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 services worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 42,985 contacts → | ||||
Indirect evidence “Edward Jones is a leading North American financial services firm in the U.S.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 2 | 38,382 contacts → | ||||
Indirect evidence “At Northwestern Mutual, our financial advisors are ready to meet you where you are and stay with you long-term.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 3 | 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. | |||||
| 4 | 24,672 contacts → | ||||
Indirect evidence “We are a community of 50 million who think-and feel-differently about investing.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 5 | 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. | |||||
| 6 | 17,118 contacts → | ||||
Indirect evidence “Principal Financial Group® is dedicated to improving the wealth and well-being of people and businesses around the world-helping more than 75M customers plan, protect, invest, and…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 7 | 14,682 contacts → | ||||
Indirect evidence “We’ve finally given a name to that special something a person exudes when they have a plan for their finances.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 8 | 13,910 contacts → | ||||
Indirect evidence “With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 9 | 12,678 contacts → | ||||
Indirect evidence “At TIAA, we believe everyone has the right to retire with dignity.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 10 | 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. | |||||
| 11 | 9,313 contacts → | ||||
Indirect evidence “At Empower, we’ve always been guided by strong values with a focus on helping people achieve the financial freedom they deserve.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 12 | 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. | |||||
| 13 | 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. | |||||
| 14 | 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. | |||||
| 15 | 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. | |||||
| 16 | 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. | |||||
| 17 | 2,813 contacts → | ||||
Indirect evidence “AXA Equitable Life is a wholly-owned indirect subsidiary of AXA Equitable Holdings, Inc.(NYSE: EQH).” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 18 | 2,611 contacts → | ||||
Indirect evidence “Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 19 | 2,400 contacts → | ||||
Indirect evidence “As a part of BMO Financial Group and part of the organization’s Private Client Group, BMO Nesbitt Burns has an extensive network of approximately 1,300 Investment Advisors at 76…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 20 | 2,390 contacts → | ||||
Indirect evidence “Particuliers, chefs d'entreprise, TPE/PME.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 21 | 2,274 contacts → | ||||
Indirect evidence “Somos una compañía con más de 40 años de trayectoria, reconocidos por nuestro servicio, rentabilidad y asesoría personalizada.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 22 | 2,096 contacts → | ||||
Indirect evidence “Meet the people behind your future.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 23 | 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. | |||||
| 24 | 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. | |||||
| 25 | 1,927 contacts → | ||||
Indirect evidence “RBC Brewin Dolphin is one of the UK and Ireland’s leading wealth managers and traces its origins back to 1762.” 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 services. 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 services.
- Partial evidence
- Its own public description names part of retirement planning services, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name retirement planning services. 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 36,237 retirement planning services worldwide
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Retirement planning services 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 services, 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 services are linked below.
- What qualifies
- Companies worldwide whose own description of what they do matches “retirement planning services”. 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 services), 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 services, 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, 227,178 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 services by location
216 lists · largest firstEvery Retirement planning services list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Retirement planning services based in the United States19,241
- Retirement planning services based in the United Kingdom2,633
- Retirement planning services based in India2,050
- Retirement planning services based in Australia1,608
- Retirement planning services based in Canada1,321
- Retirement planning services based in France746
- Retirement planning services based in Brazil654
- Retirement planning services based in Germany641
- Retirement planning services based in South Africa466
- Retirement planning services based in the Netherlands314
- Retirement planning services based in Mexico271
- Retirement planning services based in Switzerland228
- Retirement planning services based in Ireland210
- Retirement planning services based in Spain139
- Retirement planning services based in New Zealand105
- Retirement planning services based in Italy101
- Retirement planning services based in Argentina98
- Retirement planning services based in the United Arab Emirates88
- Retirement planning services based in Malaysia82
- Retirement planning services based in Israel77
- Retirement planning services based in Belgium66
- Retirement planning services based in Chile51
- Retirement planning services based in Austria48
- Retirement planning services based in Sweden41
- Retirement planning services based in Hong Kong31
Cities
- Retirement planning services based in London, United Kingdom377
- Retirement planning services based in New York, United States307
- Retirement planning services based in Mumbai, India280
- Retirement planning services based in Houston, United States217
- Retirement planning services based in Atlanta, United States211
- Retirement planning services based in Sao Paulo, Brazil209
- Retirement planning services based in San Diego, United States191
- Retirement planning services based in Dallas, United States188
- Retirement planning services based in Sydney, Australia172
- Retirement planning services based in Chicago, United States170
- Retirement planning services based in Scottsdale, United States158
- Retirement planning services based in Charlotte, United States154
- Retirement planning services based in Austin, United States144
- Retirement planning services based in Pune, India140
- Retirement planning services based in Denver, United States131
- Retirement planning services based in Paris, France129
- Retirement planning services based in Los Angeles, United States122
- Retirement planning services based in Tampa, United States121
- Retirement planning services based in Melbourne, Australia120
- Retirement planning services based in New Delhi, India114
- Retirement planning services based in Cincinnati, United States113
- Retirement planning services based in Toronto, Canada113
- Retirement planning services based in Portland, United States112
- Retirement planning services based in San Francisco, United States103
- Retirement planning services based in Boston, United States101
- Retirement planning services based in Overland Park, United States99
- Retirement planning services based in Raleigh, United States99
- Retirement planning services based in Phoenix, United States97
- Retirement planning services based in Columbus, United States94
- Retirement planning services based in Irvine, United States94
- Retirement planning services based in Pittsburgh, United States89
- Retirement planning services based in Johannesburg, South Africa84
- Retirement planning services based in Newport Beach, United States83
- Retirement planning services based in Ahmedabad, India82
- Retirement planning services based in Bangalore, India82
- Retirement planning services based in Kolkata, India82
- Retirement planning services based in Miami, United States82
- Retirement planning services based in Greenville, United States81
- Retirement planning services based in Minneapolis, United States81
- Retirement planning services based in Boca Raton, United States80
- Retirement planning services based in Rochester, United States78
- Retirement planning services based in Seattle, United States78
- Retirement planning services based in Indianapolis, United States77
- Retirement planning services based in San Antonio, United States77
- Retirement planning services based in Calgary, Canada76
- Retirement planning services based in Birmingham, United States75
- Retirement planning services based in Las Vegas, United States75
- Retirement planning services based in Columbia, United States74
- Retirement planning services based in Grand Rapids, United States73
- Retirement planning services based in Vancouver, Canada72
- Retirement planning services based in Bellevue, United States69
- Retirement planning services based in Omaha, United States69
- Retirement planning services based in Richmond, United States69
- Retirement planning services based in Louisville, United States66
- Retirement planning services based in Bengaluru, India65
- Retirement planning services based in Greenwood Village, United States64
- Retirement planning services based in Colorado Springs, United States63
- Retirement planning services based in Chennai, India62
- Retirement planning services based in Hyderabad, India62
- Retirement planning services based in Jacksonville, United States62
- Retirement planning services based in Fort Worth, United States60
- Retirement planning services based in Madison, United States60
- Retirement planning services based in Springfield, United States60
- Retirement planning services based in Troy, United States60
- Retirement planning services based in Wilmington, United States60
- Retirement planning services based in Fort Lauderdale, United States59
- Retirement planning services based in Salt Lake City, United States59
- Retirement planning services based in Lexington, United States57
- Retirement planning services based in Plano, United States57
- Retirement planning services based in Brisbane, Australia54
- Retirement planning services based in Cape Town, South Africa54
- Retirement planning services based in Sarasota, United States54
- Retirement planning services based in Washington, United States54
- Retirement planning services based in Rio De Janeiro, Brazil53
- Retirement planning services based in Nashville, United States52
- Retirement planning services based in Orlando, United States51
- Retirement planning services based in Tulsa, United States50
- Retirement planning services based in Plymouth, United States49
- Retirement planning services based in Tucson, United States49
- Retirement planning services based in Manchester, United Kingdom47
- Retirement planning services based in Memphis, United States47
- Retirement planning services based in Walnut Creek, United States47
- Retirement planning services based in Alpharetta, United States46
- Retirement planning services based in Knoxville, United States46
- Retirement planning services based in Lafayette, United States46
- Retirement planning services based in San Jose, United States46
- Retirement planning services based in Winnipeg, Canada46
- Retirement planning services based in Virginia Beach, United States45
- Retirement planning services based in Glasgow, United Kingdom44
- Retirement planning services based in Ottawa, Canada44
- Retirement planning services based in Pasadena, United States44
- Retirement planning services based in Charleston, United States43
- Retirement planning services based in Cleveland, United States43
- Retirement planning services based in Franklin, United States43
- Retirement planning services based in Montreal, Canada43
- Retirement planning services based in Naples, United States43
- Retirement planning services based in Leeds, United Kingdom42
- Retirement planning services based in Lincoln, United States42
- Retirement planning services based in Edmonton, Canada41
- Retirement planning services based in Fort Collins, United States41
- Retirement planning services based in Bristol, United Kingdom40
- Retirement planning services based in Greensboro, United States40
- Retirement planning services based in Melville, United States40
- Retirement planning services based in Mississauga, Canada40
- Retirement planning services based in Oklahoma City, United States40
- Retirement planning services based in Edinburgh, United Kingdom39
- Retirement planning services based in Kansas City, United States39
- Retirement planning services based in Westlake Village, United States39
- Retirement planning services based in Lake Oswego, United States38
- Retirement planning services based in The Woodlands, United States38
- Retirement planning services based in West Des Moines, United States38
- Retirement planning services based in Baton Rouge, United States37
- Retirement planning services based in Brentwood, United States37
- Retirement planning services based in Hamburg, Germany37
- Retirement planning services based in Philadelphia, United States37
- Retirement planning services based in Pretoria, South Africa37
- Retirement planning services based in Bloomington, United States36
- Retirement planning services based in Jackson, United States36
- Retirement planning services based in Red Bank, United States36
- Retirement planning services based in Berlin, Germany35
- Retirement planning services based in Chattanooga, United States35
- Retirement planning services based in Fort Wayne, United States35
- Retirement planning services based in Honolulu, United States35
- Retirement planning services based in West Chester, United States35
- Retirement planning services based in Adelaide, Australia34
- Retirement planning services based in Little Rock, United States34
- Retirement planning services based in St Louis, United States34
- Retirement planning services based in Albuquerque, United States33
- Retirement planning services based in Coral Gables, United States33
- Retirement planning services based in Englewood, United States33
- Retirement planning services based in Milwaukee, United States33
- Retirement planning services based in Pittsford, United States33
- Retirement planning services based in Rockville, United States33
- Retirement planning services based in Vienna, United States33
- Retirement planning services based in Wichita, United States33
- Retirement planning services based in Bethesda, United States32
- Retirement planning services based in Boise, United States32
- Retirement planning services based in Centennial, United States32
- Retirement planning services based in Lyon, France32
- Retirement planning services based in Mclean, United States32
- Retirement planning services based in Perth, Australia32
- Retirement planning services based in Ann Arbor, United States31
- Retirement planning services based in Buffalo, United States31
- Retirement planning services based in Dublin, United States31
- Retirement planning services based in Frisco, United States31
- Retirement planning services based in Lakewood, United States31
- Retirement planning services based in Littleton, United States31
- Retirement planning services based in Reno, United States31
- Retirement planning services based in Reston, United States31
- Retirement planning services based in Roseville, United States31
- Retirement planning services based in Spokane, United States31
- Retirement planning services based in Arlington, United States30
- Retirement planning services based in Marietta, United States30
- Retirement planning services based in Minnetonka, United States30
- Retirement planning services based in Baltimore, United States29
- Retirement planning services based in Belo Horizonte, Brazil29
- Retirement planning services based in Bloomfield Hills, United States29
- Retirement planning services based in Carlsbad, United States29
- Retirement planning services based in Chesterfield, United States29
- Retirement planning services based in Fort Myers, United States29
- Retirement planning services based in Porto Alegre, Brazil29
- Retirement planning services based in Southfield, United States29
- Retirement planning services based in Annapolis, United States28
- Retirement planning services based in Birmingham, United Kingdom28
- Retirement planning services based in Carmel, United States28
- Retirement planning services based in Cary, United States28
- Retirement planning services based in London, Canada28
- Retirement planning services based in Sacramento, United States28
- Retirement planning services based in Woodbury, United States28
- Retirement planning services based in Alexandria, United States27
- Retirement planning services based in Burlington, United States27
- Retirement planning services based in Concord, United States27
- Retirement planning services based in Lancaster, United States27
- Retirement planning services based in Toulouse, France27
- Retirement planning services based in Clearwater, United States26
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 services, 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 services are there worldwide?
RevenueBase identified 36,237 retirement planning services 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?
Edward Jones, headquartered in St. Louis, tops this list with the largest team on record.
Which country has the most retirement planning services?
The United States leads with 19,241 companies, followed by the United Kingdom (2,633) and India (2,050). Every retirement planning services list by country and city is linked on this page.
Which city has the most retirement planning services?
London leads with 405 headquartered companies, followed by New York (307) and Mumbai (280).
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 227,178 verified decision-maker contacts tracked across these 36,237 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.