Company lists · Data refreshed November 2026
Top 25 Roth ira advisors worldwide
RevenueBase identified 824 company matches for roth ira advisors worldwide as of November 2026 and tracks 4,650 professional contacts across them, including 2,089 with verified work emails. The United States is the largest market and Houston the largest hub.
This list covers company matches for roth ira advisors 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 roth ira advisors 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.
The 25 largest roth ira advisors worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 195 contacts → | ||||
Exact match “Pure Financial was founded in 2007 and is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 100 contacts → | ||||
Exact match “Founded in 2010, Connecticut Wealth Management, LLC (CTWM) is a registered investment advisor (RIA) that provides holistic financial planning, tax planning, and investment advice…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 88 contacts → | ||||
Exact match “Each day there are people turning 60.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 77 contacts → | ||||
Exact match “Please be aware of hiring scams.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 76 contacts → | ||||
Exact match “B.O.S.S.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 62 contacts → | ||||
Exact match “Halbert Hargrove is a financial advisory firm that is dedicated to helping individuals and families meet their long-term financial goals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 57 contacts → | ||||
Exact match “Acropolis manages/advises on more than $2 billion for high net worth individuals, institutional investors and retirement plan trustees (401k, profit sharing, etc.).” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 55 contacts → | ||||
Exact match “Reaching retirement is the greatest climb of your life, yet some financial planners abandon their clients at the summit, without a strategy or the proper tools for the remainder…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 55 contacts → | ||||
Exact match “NettWorth Financial Group Works For You.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 53 contacts → | ||||
Exact match “Aldrich Wealth is an independent, fee-based Registered Investment Advisory firm providing integrated financial services to business owners, high net worth individuals and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 52 contacts → | ||||
Exact match “We’re changing the way retirement planning is done as one of the first fully virtual retirement planning firms.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 42 contacts → | ||||
Exact match “Founded in 1974, Burney Wealth Management was one of the first Registered Investment Advisor (RIA) firms in Virginia.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 38 contacts → | ||||
Exact match “Financial Enhancement Group is not just another money manager.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 37 contacts → | ||||
Exact match “Bragg Financial has been helping families and institutions reach their financial goals and objectives for over 50 years.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 37 contacts → | ||||
Exact match “DBR & CO is a nationally recognized Registered Investment Advisor (RIA) specializing in building tailored financial plans and investment programs for individuals…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 36 contacts → | ||||
Exact match “Our retirement planning firm focuses on helping retirees and those preparing for retirement to have the income they need and want for the rest of their lives.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 35 contacts → | ||||
Exact match “Ready to create your personal roadmap toward financial independence?” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 32 contacts → | ||||
Exact match “For more than 35 years, we’ve served the financial needs of clients seeking personal, comprehensive financial planning and investment management that relies on clear, thorough and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 29 contacts → | ||||
Exact match “We are financial advisors who help you strategize your retirement.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 28 contacts → | ||||
Exact match “Since 1935, Means Wealth Management has helped families and businesses with their retirement planning and wealth management needs.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 26 contacts → | ||||
Exact match “We understand the unique issues facing retirees and those saving for retirement, and we are committed to giving you the best advice and services possible, regardless of your…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 26 contacts → | ||||
Exact match “Retirable, the first-of-its-kind holistic retirement solution with the ongoing care of an advisor, offers products and services across the retirement investing, planning and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 26 contacts → | ||||
Exact match “Traditional tactics to convert from an IRA to a Roth are lacking because they rely on paradigms and opinions - not a full quantitative analysis.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 25 contacts → | ||||
Exact match “Rodgers & Associates is a fee-only, independent Registered Investment Adviser.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 24 contacts → | ||||
Exact match Recorded description not available. 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 “roth ira advisors”. 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 824 roth ira advisors worldwide
See the full list, filter by size, metro and specialty, and access 2,089 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Roth ira advisors worldwide at a glance
As of Nov 6, 2026Companies by employee count
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 roth ira advisors are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “roth ira advisors” 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 2,089 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.
Roth ira advisors by location
1 lists · largest firstEvery Roth ira advisors list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
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 “roth ira advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many roth ira advisors are there worldwide?
RevenueBase identified 824 company matches for roth ira advisors 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?
Pure Financial Advisors, LLC tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which country has the most roth ira advisors?
The United States leads with 719 companies. Every roth ira advisors list by country and city is linked on this page.
Which city has the most roth ira advisors?
Houston leads with 11 company records, followed by San Diego (10) and New York (9).
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 2,089 professional contacts with verified work emails tracked across these 824 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 824 roth ira advisors worldwide. Start with a free account, no credit card.
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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.
More company lists
Company intelligence · public preview
Top 25 roth ira advisors worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 824 matching company records for roth ira advisors worldwide, with 4,650 tracked contacts and 2,089 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 roth ira advisors worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Pure Financial Advisors, LLCpurefinancial.comHQ: San Diego, CA, United StatesReported employees: 51-200 | San Diego, CA, United States | 51-200 | Exact match | 195 contacts → |
“Pure Financial was founded in 2007 and is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Connecticut Wealth Management, LLCctwealthmgmt.comHQ: Farmington, CT, United StatesReported employees: 51-200 | Farmington, CT, United States | 51-200 | Exact match | 100 contacts → |
“Founded in 2010, Connecticut Wealth Management, LLC (CTWM) is a registered investment advisor (RIA) that provides holistic financial planning, tax planning, and investment advice…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Self Directedsdretirementplans.comHQ: Phoenix, AZ, United StatesReported employees: 11-50 | Phoenix, AZ, United States | 11-50 | Exact match | 88 contacts → |
“Each day there are people turning 60.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Greenspring Advisorsgreenspringadvisors.comHQ: Towson, NY, United StatesReported employees: 51-200 | Towson, NY, United States | 51-200 | Exact match | 77 contacts → |
“Please be aware of hiring scams.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  B.O.S.S. Retirement Solutionsbossretirement.comHQ: Lehi, UT, United StatesReported employees: 51-200 | Lehi, UT, United States | 51-200 | Exact match | 76 contacts → |
“B.O.S.S.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Halbert Hargrovehalberthargrove.comHQ: Long Beach, WA, United StatesReported employees: 11-50 | Long Beach, WA, United States | 11-50 | Exact match | 62 contacts → |
“Halbert Hargrove is a financial advisory firm that is dedicated to helping individuals and families meet their long-term financial goals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Acropolis Investment Management, LLCacrinv.comHQ: Chesterfield, MO, United StatesReported employees: 11-50 | Chesterfield, MO, United States | 11-50 | Exact match | 57 contacts → |
“Acropolis manages/advises on more than $2 billion for high net worth individuals, institutional investors and retirement plan trustees (401k, profit sharing, etc.).” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Golden Reservegoldenreserve.comHQ: Dublin, OH, United StatesReported employees: 11-50 | Dublin, OH, United States | 11-50 | Exact match | 55 contacts → |
“Reaching retirement is the greatest climb of your life, yet some financial planners abandon their clients at the summit, without a strategy or the proper tools for the remainder…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Nettworth Financial Groupnettworth.netHQ: United StatesReported employees: 51-200 | United States | 51-200 | Exact match | 55 contacts → |
“NettWorth Financial Group Works For You.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Aldrich Wealthwealthadvisors.comHQ: Lake Oswego, CA, United StatesReported employees: 11-50 | Lake Oswego, CA, United States | 11-50 | Exact match | 53 contacts → |
“Aldrich Wealth is an independent, fee-based Registered Investment Advisory firm providing integrated financial services to business owners, high net worth individuals and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Mdrn Capitalmdrncapital.comHQ: Annapolis, MD, United StatesReported employees: 11-50 | Annapolis, MD, United States | 11-50 | Exact match | 52 contacts → |
“We’re changing the way retirement planning is done as one of the first fully virtual retirement planning firms.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Burney Wealth Managementburneywealth.comHQ: Reston, TN, United StatesReported employees: 11-50 | Reston, TN, United States | 11-50 | Exact match | 42 contacts → |
“Founded in 1974, Burney Wealth Management was one of the first Registered Investment Advisor (RIA) firms in Virginia.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Financial Enhancement Group, LLCyourlifeafterwork.comHQ: Anderson, IN, United StatesReported employees: 11-50 | Anderson, IN, United States | 11-50 | Exact match | 38 contacts → |
“Financial Enhancement Group is not just another money manager.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Bragg Financialbraggfinancial.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 37 contacts → |
“Bragg Financial has been helping families and institutions reach their financial goals and objectives for over 50 years.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  DBR & COdbroot.comHQ: Pittsburgh, PA, United StatesReported employees: 11-50 | Pittsburgh, PA, United States | 11-50 | Exact match | 37 contacts → |
“DBR & CO is a nationally recognized Registered Investment Advisor (RIA) specializing in building tailored financial plans and investment programs for individuals…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  The Retirement Solutiontheretirementsolution.comHQ: Redmond, WA, United StatesReported employees: 11-50 | Redmond, WA, United States | 11-50 | Exact match | 36 contacts → |
“Our retirement planning firm focuses on helping retirees and those preparing for retirement to have the income they need and want for the rest of their lives.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Becu Investment Servicesbecu.orgHQ: Tukwila, WA, United StatesReported employees: 11-50 | Tukwila, WA, United States | 11-50 | Exact match | 35 contacts → |
“Ready to create your personal roadmap toward financial independence?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Beam BGA Wealthbeamwealth.comHQ: Covington, LA, United StatesReported employees: 11-50 | Covington, LA, United States | 11-50 | Exact match | 32 contacts → |
“For more than 35 years, we’ve served the financial needs of clients seeking personal, comprehensive financial planning and investment management that relies on clear, thorough and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Fefa Financialfefafinancial.comHQ: St. Louis, MO, United StatesReported employees: 11-50 | St. Louis, MO, United States | 11-50 | Exact match | 29 contacts → |
“We are financial advisors who help you strategize your retirement.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Means Wealth Managementmeanswealth.comHQ: Bangor, ME, United StatesReported employees: 11-50 | Bangor, ME, United States | 11-50 | Exact match | 28 contacts → |
“Since 1935, Means Wealth Management has helped families and businesses with their retirement planning and wealth management needs.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Curran Financial Partnersretireyall.comHQ: Charleston, SC, United StatesReported employees: 1-10 | Charleston, SC, United States | 1-10 | Exact match | 26 contacts → |
“We understand the unique issues facing retirees and those saving for retirement, and we are committed to giving you the best advice and services possible, regardless of your…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Retirableretirable.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 26 contacts → |
“Retirable, the first-of-its-kind holistic retirement solution with the ongoing care of an advisor, offers products and services across the retirement investing, planning and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Q3 Advisorsq3adv.comHQ: Arvada, CO, United StatesReported employees: 11-50 | Arvada, CO, United States | 11-50 | Exact match | 26 contacts → |
“Traditional tactics to convert from an IRA to a Roth are lacking because they rely on paradigms and opinions - not a full quantitative analysis.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Rodgers & Associatesrodgers-associates.comHQ: Lancaster, PA, United StatesReported employees: 11-50 | Lancaster, PA, United States | 11-50 | Exact match | 25 contacts → |
“Rodgers & Associates is a fee-only, independent Registered Investment Adviser.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Townsendtownsendretirement.com HQ: Westminster, United StatesReported employees: 11-50 | Westminster, United States | 11-50 | Exact match | 24 contacts → |
No recorded description excerpt is available for this public record. | |||||
Showing 25 of 824 company matches
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Roth ira advisors: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
824 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 824 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Roth ira advisors by location
1 lists · largest firstEvery Roth ira advisors list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
Questions about this company list
What does Exact match mean for roth ira advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many roth ira advisors did RevenueBase find worldwide?
The saved snapshot records 824 matching company records, 4,650 tracked contacts and 2,089 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 roth ira advisors worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/roth-ira-advisors.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
Company intelligence · public preview
Top 25 roth ira advisors worldwide
RevenueBase records 824 matching company records for roth ira advisors worldwide, with 4,650 tracked contacts and 2,089 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 roth ira advisors worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Pure Financial Advisors, LLCpurefinancial.com HQ: San Diego, CA, United StatesReported employees: 51-200 | San Diego, CA, United States | 51-200 | Exact match | 195 contacts → |
“Pure Financial was founded in 2007 and is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Connecticut Wealth Management, LLCctwealthmgmt.com HQ: Farmington, CT, United StatesReported employees: 51-200 | Farmington, CT, United States | 51-200 | Exact match | 100 contacts → |
“Founded in 2010, Connecticut Wealth Management, LLC (CTWM) is a registered investment advisor (RIA) that provides holistic financial planning, tax planning, and investment advice…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Self Directedsdretirementplans.com HQ: Phoenix, AZ, United StatesReported employees: 11-50 | Phoenix, AZ, United States | 11-50 | Exact match | 88 contacts → |
“Each day there are people turning 60.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Greenspring Advisorsgreenspringadvisors.com HQ: Towson, NY, United StatesReported employees: 51-200 | Towson, NY, United States | 51-200 | Exact match | 77 contacts → |
“Please be aware of hiring scams.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | B.O.S.S. Retirement Solutionsbossretirement.com HQ: Lehi, UT, United StatesReported employees: 51-200 | Lehi, UT, United States | 51-200 | Exact match | 76 contacts → |
“B.O.S.S.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Halbert Hargrovehalberthargrove.com HQ: Long Beach, WA, United StatesReported employees: 11-50 | Long Beach, WA, United States | 11-50 | Exact match | 62 contacts → |
“Halbert Hargrove is a financial advisory firm that is dedicated to helping individuals and families meet their long-term financial goals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Acropolis Investment Management, LLCacrinv.com HQ: Chesterfield, MO, United StatesReported employees: 11-50 | Chesterfield, MO, United States | 11-50 | Exact match | 57 contacts → |
“Acropolis manages/advises on more than $2 billion for high net worth individuals, institutional investors and retirement plan trustees (401k, profit sharing, etc.).” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Golden Reservegoldenreserve.com HQ: Dublin, OH, United StatesReported employees: 11-50 | Dublin, OH, United States | 11-50 | Exact match | 55 contacts → |
“Reaching retirement is the greatest climb of your life, yet some financial planners abandon their clients at the summit, without a strategy or the proper tools for the remainder…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Nettworth Financial Groupnettworth.net HQ: United StatesReported employees: 51-200 | United States | 51-200 | Exact match | 55 contacts → |
“NettWorth Financial Group Works For You.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Aldrich Wealthwealthadvisors.com HQ: Lake Oswego, CA, United StatesReported employees: 11-50 | Lake Oswego, CA, United States | 11-50 | Exact match | 53 contacts → |
“Aldrich Wealth is an independent, fee-based Registered Investment Advisory firm providing integrated financial services to business owners, high net worth individuals and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Mdrn Capitalmdrncapital.com HQ: Annapolis, MD, United StatesReported employees: 11-50 | Annapolis, MD, United States | 11-50 | Exact match | 52 contacts → |
“We’re changing the way retirement planning is done as one of the first fully virtual retirement planning firms.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Burney Wealth Managementburneywealth.com HQ: Reston, TN, United StatesReported employees: 11-50 | Reston, TN, United States | 11-50 | Exact match | 42 contacts → |
“Founded in 1974, Burney Wealth Management was one of the first Registered Investment Advisor (RIA) firms in Virginia.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Financial Enhancement Group, LLCyourlifeafterwork.com HQ: Anderson, IN, United StatesReported employees: 11-50 | Anderson, IN, United States | 11-50 | Exact match | 38 contacts → |
“Financial Enhancement Group is not just another money manager.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Bragg Financialbraggfinancial.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 37 contacts → |
“Bragg Financial has been helping families and institutions reach their financial goals and objectives for over 50 years.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | DBR & COdbroot.com HQ: Pittsburgh, PA, United StatesReported employees: 11-50 | Pittsburgh, PA, United States | 11-50 | Exact match | 37 contacts → |
“DBR & CO is a nationally recognized Registered Investment Advisor (RIA) specializing in building tailored financial plans and investment programs for individuals…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | The Retirement Solutiontheretirementsolution.com HQ: Redmond, WA, United StatesReported employees: 11-50 | Redmond, WA, United States | 11-50 | Exact match | 36 contacts → |
“Our retirement planning firm focuses on helping retirees and those preparing for retirement to have the income they need and want for the rest of their lives.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Becu Investment Servicesbecu.org HQ: Tukwila, WA, United StatesReported employees: 11-50 | Tukwila, WA, United States | 11-50 | Exact match | 35 contacts → |
“Ready to create your personal roadmap toward financial independence?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Beam BGA Wealthbeamwealth.com HQ: Covington, LA, United StatesReported employees: 11-50 | Covington, LA, United States | 11-50 | Exact match | 32 contacts → |
“For more than 35 years, we’ve served the financial needs of clients seeking personal, comprehensive financial planning and investment management that relies on clear, thorough and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Fefa Financialfefafinancial.com HQ: St. Louis, MO, United StatesReported employees: 11-50 | St. Louis, MO, United States | 11-50 | Exact match | 29 contacts → |
“We are financial advisors who help you strategize your retirement.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Means Wealth Managementmeanswealth.com HQ: Bangor, ME, United StatesReported employees: 11-50 | Bangor, ME, United States | 11-50 | Exact match | 28 contacts → |
“Since 1935, Means Wealth Management has helped families and businesses with their retirement planning and wealth management needs.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Curran Financial Partnersretireyall.com HQ: Charleston, SC, United StatesReported employees: 1-10 | Charleston, SC, United States | 1-10 | Exact match | 26 contacts → |
“We understand the unique issues facing retirees and those saving for retirement, and we are committed to giving you the best advice and services possible, regardless of your…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Retirableretirable.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 26 contacts → |
“Retirable, the first-of-its-kind holistic retirement solution with the ongoing care of an advisor, offers products and services across the retirement investing, planning and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Q3 Advisorsq3adv.com HQ: Arvada, CO, United StatesReported employees: 11-50 | Arvada, CO, United States | 11-50 | Exact match | 26 contacts → |
“Traditional tactics to convert from an IRA to a Roth are lacking because they rely on paradigms and opinions - not a full quantitative analysis.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Rodgers & Associatesrodgers-associates.com HQ: Lancaster, PA, United StatesReported employees: 11-50 | Lancaster, PA, United States | 11-50 | Exact match | 25 contacts → |
“Rodgers & Associates is a fee-only, independent Registered Investment Adviser.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Townsendtownsendretirement.com HQ: Westminster, United StatesReported employees: 11-50 | Westminster, United States | 11-50 | Exact match | 24 contacts → |
No recorded description excerpt is available for this public record. | |||||
Showing 25 of 824 company matches
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Roth ira advisors: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
824 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 824 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Roth ira advisors by location
1 lists · largest firstEvery Roth ira advisors list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
Questions about this company list
What does Exact match mean for roth ira advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many roth ira advisors did RevenueBase find worldwide?
The saved snapshot records 824 matching company records, 4,650 tracked contacts and 2,089 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
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Cite this list
RevenueBase Data Team. Top 25 roth ira advisors worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/roth-ira-advisors.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗