Company lists · Data refreshed November 2026

Top 25 Retirement planning specialists worldwide

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

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 41,762 companies tracked

RevenueBase identified 41,762 company matches for retirement planning specialists worldwide as of November 2026 and tracks 660,438 professional contacts across them, including 219,210 with verified work emails. The United States is the largest market and London the largest hub.

This list covers company matches for retirement planning specialists 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 planning specialists 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 Nov 6, 2026 How this list was built

41,762Companies

660,438Contacts tracked

219,210Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest retirement planning specialists worldwide

Ranked by team size

Top 25 of 41,762 company matches for retirement planning specialists worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 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	Northwestern Mutual	Exact match	Milwaukee, WI, United StatesHQ recorded Nov 6, 2026	n/a	38,883 contacts →
	Exact match “At Northwestern Mutual, our financial advisors are ready to meet you where you are and stay with you long-term.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	Merrill Lynch	Exact match	New York, NJ, United StatesHQ recorded Nov 6, 2026	10001+	34,536 contacts →
	Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	Vanguard	Exact match	Valley Forge, PA, United StatesHQ recorded Nov 6, 2026	10001+	27,175 contacts →
	Exact match “We are a community of 50 million who think-and feel-differently about investing.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	Ameriprise Financial Services, LLC	Exact match	Minneapolis, MN, United StatesHQ recorded Nov 6, 2026	5,001-10,000	25,536 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 · Nov 6, 2026 · View company records in RevenueBase
5	Principal Financial Group	Exact match	Des Moines, IA, United StatesHQ recorded Nov 6, 2026	10001+	19,498 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	Mercer	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	10001+	19,302 contacts →
	Exact match “At Mercer, A Marsh business, we’re helping our clients realize their investment objectives, shape the future of work, and enhance health and retirement outcomes for their people.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	Sanlam	Exact match	Bellville, South AfricaHQ recorded Nov 6, 2026	10001+	15,646 contacts →
	Exact match “We’ve finally given a name to that special something a person exudes when they have a plan for their finances.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	TIAA	Exact match	New York, NC, United StatesHQ recorded Nov 6, 2026	10001+	13,350 contacts →
	Exact match “At TIAA, we believe everyone has the right to retire with dignity.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	Transamerica	Exact match	Baltimore, IL, United StatesHQ recorded Nov 6, 2026	5,001-10,000	12,182 contacts →
	Exact match “Longer lifespans are changing the way we exist.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	Profuturo	Exact match	MexicoHQ recorded Nov 6, 2026	1,001-5,000	9,324 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 · Nov 6, 2026 · View company records in RevenueBase
11	IG Wealth Management	Exact match	Winnipeg, MB, CanadaHQ recorded Nov 6, 2026	5,001-10,000	6,793 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 · Nov 6, 2026 · View company records in RevenueBase
12	Empower	Exact match	Greenwood Village, CO, United StatesHQ recorded Nov 6, 2026	10001+	6,726 contacts →
	Exact match “Built on a foundation of trust, integrity and promise, we proudly serve over outstanding organizations and more than 17 million individuals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	Equitable Advisors	Exact match	United StatesHQ recorded Nov 6, 2026	5,001-10,000	4,525 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 · Nov 6, 2026 · View company records in RevenueBase
14	St. James's Place	Exact match	Cirencester, United KingdomHQ recorded Nov 6, 2026	1,001-5,000	4,350 contacts →
	Exact match “There’s advice that can change your day.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	Jackson	Exact match	Lansing, MI, United StatesHQ recorded Nov 6, 2026	1,001-5,000	3,491 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 · Nov 6, 2026 · View company records in RevenueBase
16	Equitable	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	5,001-10,000	3,155 contacts →
	Exact match “Equitable is one of America’s leading financial services companies.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	AXA US	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	5,001-10,000	2,938 contacts →
	Exact match “AXA Equitable Life is a wholly-owned indirect subsidiary of AXA Equitable Holdings, Inc.(NYSE: EQH).” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	National City Bank	Exact match	United StatesHQ recorded Nov 6, 2026	10001+	2,934 contacts →
	Exact match “Financial Planning for your specifical goals including retirement, college and education planning.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	OVB Allfinanz España	Exact match	Madrid, SpainHQ recorded Nov 6, 2026	501-1,000	2,882 contacts →
	Exact match “El grupo OVB, es una compañía líder en asesoramiento financiero en Europa.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	Agesa Hayat VE Emeklilik	Exact match	Istanbul, TürkiyeHQ recorded Nov 6, 2026	1,001-5,000	2,777 contacts →
	Exact match “AgeSA Hayat ve Emeklilik, 5 Mayıs 2021 yılı itibarıyla, Sabancı Holding ile iki yüz yıla yaklaşan geçmişe sahip Belçikalı sigorta şirketi Ageas’ın eşit oranlı ortaklık prensibi…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	Symetra	Exact match	Bellevue, CT, United StatesHQ recorded Nov 6, 2026	1,001-5,000	2,755 contacts →
	Exact match “Symetra is a financial services company offering retirement solutions, life insurance and employee benefits that help you plan well, be well and live well.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	Janney Montgomery Scott LLC	Exact match	Philadelphia, United StatesHQ recorded Nov 6, 2026	1,001-5,000	2,674 contacts →
	Exact match “Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	UFF	Exact match	Bois-colombes, FranceHQ recorded Nov 6, 2026	501-1,000	2,474 contacts →
	Exact match “Particuliers, chefs d'entreprise, TPE/PME.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24	MLP	Exact match	Wiesloch, GermanyHQ recorded Nov 6, 2026	1,001-5,000	2,169 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 · Nov 6, 2026 · View company records in RevenueBase
25	Mariner	Exact match	Overland Park, KS, United StatesHQ recorded Nov 6, 2026	1,001-5,000	2,054 contacts →
	Exact match “Your wealth plan shouldn’t sit still.” 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 planning specialists”. 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 41,762 retirement planning specialists worldwide

See the full list, filter by size, metro and specialty, and access 219,210 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Retirement planning specialists worldwide at a glance

As of Nov 6, 2026

33.2%Verified-email coverage

15.8Average contacts per company

1-10Median size (employees)

1.2%Largest-city concentration · London

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

31,115

11-50

8,134

51-200

1,501

201-500

369

501-1,000

114

1,001-5,000

104

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 specialists are linked below.
What qualifies: Company records worldwide whose business descriptions match “retirement planning specialists” 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 219,210 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 planning specialists by location

255 lists · largest first

Every Retirement planning specialists 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 specialists”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many retirement planning specialists are there worldwide?

RevenueBase identified 41,762 company matches for retirement planning specialists 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?

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

Which country has the most retirement planning specialists?

The United States leads with 20,667 companies, followed by the United Kingdom (3,411) and India (2,168). Every retirement planning specialists list by country and city is linked on this page.

Which city has the most retirement planning specialists?

London leads with 502 company records, followed by New York (316) and Mumbai (270).

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 219,210 professional contacts with verified work emails tracked across these 41,762 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 41,762 retirement planning specialists 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.