Company lists · Data refreshed November 2026
Top 25 Solo 401k advisors worldwide
RevenueBase identified 129 company matches for solo 401k advisors worldwide as of November 2026 and tracks 2,891 professional contacts across them, including 1,676 with verified work emails. The United States is the largest market and Chicago the largest hub.
This list covers company matches for solo 401k 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 solo 401k 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 solo 401k advisors worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,889 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 309 contacts → | ||||
Exact match “PAi provides 401(k) retirement savings solutions to small businesses nationwide.” 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 | 63 contacts → | ||||
Exact match “IRA Financial is a non-fiduciary trust company and one of the nation's leading providers of self-directed retirement solutions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 41 contacts → | ||||
Exact match “Pension Consultants, Inc.(PCI) is a nationally-ranked, award-winning, fee-only retirement plan adviser dedicated to getting American workers on track for retirement.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 31 contacts → | ||||
Exact match “The Kieckhefer Group is a leading retirement plan advisor providing sophisticated consulting services that create a strategic framework for retirement and wealth accumulation…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 23 contacts → | ||||
Exact match “Everything at IRA Club is designed to make investing in alternatives easier.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 19 contacts → | ||||
Exact match “Financial Strategies Retirement Partners (FSRP) is an independent financial advisory and investment management firm based in Bedford, New Hampshire.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 17 contacts → | ||||
Exact match “The first thing you need to know: we listen.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 17 contacts → | ||||
Exact match “If you are a financial advisor who is interested in tax-advantaged options that help your high-income, self-employed clients convert income to wealth more quickly, learning about…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 16 contacts → | ||||
Exact match “California Financial Partners has the expertise and knowledge to assist you and your accountant and attorney in order to bring together all the pieces of the financial puzzle to…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 15 contacts → | ||||
Exact match “We are experts in self directed 401k, silver IRAs, gold IRA investing and account administration.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 14 contacts → | ||||
Exact match “Broad Financial specializes in self-directed IRAs and Solo 401(k)s.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 12 contacts → | ||||
Exact match “Legacy is a fee only, independent registered investment advisor that provides prudent investment advisory services to individuals, 401k plans, trusts, foundations, and businesses.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 9 contacts → | ||||
Exact match “Meridian Investment Advisors has been providing wealth management and retirement plan solutions since 1983.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 7 contacts → | ||||
Exact match “Asset Strategy Retirement Plan Consultants is an independent, investment advisory firm and retirement plan consulting firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 7 contacts → | ||||
Exact match “RoseCap is an independent, fee-only, investment advisory firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 7 contacts → | ||||
Exact match “Sense Financial is California's leading provider of retirement accounts with "Checkbook Control": the Solo 401k and the Checkbook IRA.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 6 contacts → | ||||
Exact match “Are you tired of pathetic trust accounting software for your SDIRA and Solo 401(k) business?” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 5 contacts → | ||||
Exact match “Summit Group 401(k) Consulting, an Alera Group Company, provides independent, retirement plan advisory services to forward-thinking organizations of all sizes and industries.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 5 contacts → | ||||
Exact match “We help people take control of their financial future through self directed investing.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 5 contacts → | ||||
Exact match “We are a fee based only investment advisory firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 4 contacts → | ||||
Exact match “We are a fee only, fiduciary financial advisor specializing in retirement planning, tax optimization and investment management.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 4 contacts → | ||||
Exact match “We help Spokane retirees over age 50 with $1 million or more in a 401(k) with Roth Conversions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 4 contacts → | ||||
Exact match “With over 50 years combined financial wellness experience, we specialize in 401k plan management for leaders + uniquely offer to meet 1-on-1 with each employee within the…” 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 “solo 401k 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 129 solo 401k advisors worldwide
See the full list, filter by size, metro and specialty, and access 1,676 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Solo 401k 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 solo 401k advisors are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “solo 401k 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 1,676 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.
Solo 401k advisors by location
1 lists · largest firstEvery Solo 401k 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 “solo 401k advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many solo 401k advisors are there worldwide?
RevenueBase identified 129 company matches for solo 401k 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?
Captrust tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which country has the most solo 401k advisors?
The United States leads with 106 companies. Every solo 401k advisors list by country and city is linked on this page.
Which city has the most solo 401k advisors?
Chicago leads with 3 company records, followed by Tulsa (3) and Atlanta (2).
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 1,676 professional contacts with verified work emails tracked across these 129 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 129 solo 401k 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 solo 401k 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 129 matching company records for solo 401k advisors worldwide, with 2,891 tracked contacts and 1,676 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 solo 401k 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 |  Captrustcaptrust.comHQ: Raleigh, NC, United StatesReported employees: 1,001-5,000 | Raleigh, NC, United States | 1,001-5,000 | Exact match | 1,889 contacts → |
“CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  PAI Retirement Servicesascensus.comHQ: De Pere, WI, United StatesReported employees: 51-200 | De Pere, WI, United States | 51-200 | Exact match | 309 contacts → |
“PAi provides 401(k) retirement savings solutions to small businesses nationwide.” 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 |  IRA Financialirafinancial.comHQ: Sioux Falls, SD, United StatesReported employees: 51-200 | Sioux Falls, SD, United States | 51-200 | Exact match | 63 contacts → |
“IRA Financial is a non-fiduciary trust company and one of the nation's leading providers of self-directed retirement solutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Pension Consultants INCpension-consultants.comHQ: Springfield, MO, United StatesReported employees: 11-50 | Springfield, MO, United States | 11-50 | Exact match | 41 contacts → |
“Pension Consultants, Inc.(PCI) is a nationally-ranked, award-winning, fee-only retirement plan adviser dedicated to getting American workers on track for retirement.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  LPL Financialkieckhefergroup.comHQ: Brookfield, WI, United StatesReported employees: Not recorded | Brookfield, WI, United States | Not recorded | Exact match | 31 contacts → |
“The Kieckhefer Group is a leading retirement plan advisor providing sophisticated consulting services that create a strategic framework for retirement and wealth accumulation…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  IRA Clubiraclub.comHQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 23 contacts → |
“Everything at IRA Club is designed to make investing in alternatives easier.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | HQ: Bedford, NH, United StatesReported employees: 11-50 | Bedford, NH, United States | 11-50 | Exact match | 19 contacts → |
“Financial Strategies Retirement Partners (FSRP) is an independent financial advisory and investment management firm based in Bedford, New Hampshire.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  HFM Investment Advisors, LLChfmadvisors.comHQ: Glassboro, NJ, United StatesReported employees: 11-50 | Glassboro, NJ, United States | 11-50 | Exact match | 17 contacts → |
“The first thing you need to know: we listen.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Dedicated Defined Benefit Servicesdedicated-db.comHQ: Glendale, CA, United StatesReported employees: 11-50 | Glendale, CA, United States | 11-50 | Exact match | 17 contacts → |
“If you are a financial advisor who is interested in tax-advantaged options that help your high-income, self-employed clients convert income to wealth more quickly, learning about…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  California Financial Partners, INCcalfp.comHQ: Glendale, CA, United StatesReported employees: 1-10 | Glendale, CA, United States | 1-10 | Exact match | 16 contacts → |
“California Financial Partners has the expertise and knowledge to assist you and your accountant and attorney in order to bring together all the pieces of the financial puzzle to…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Accuplan Benefits Servicesaccuplan.netHQ: South Jordan, UT, United StatesReported employees: 11-50 | South Jordan, UT, United States | 11-50 | Exact match | 15 contacts → |
“We are experts in self directed 401k, silver IRAs, gold IRA investing and account administration.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Broad Financialbroadfinancial.comHQ: Montvale, NJ, United StatesReported employees: 11-50 | Montvale, NJ, United States | 11-50 | Exact match | 14 contacts → |
“Broad Financial specializes in self-directed IRAs and Solo 401(k)s.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  The Legacy Financial Group, INClegacyadvisor.netHQ: Tulsa, OK, United StatesReported employees: 1-10 | Tulsa, OK, United States | 1-10 | Exact match | 12 contacts → |
“Legacy is a fee only, independent registered investment advisor that provides prudent investment advisory services to individuals, 401k plans, trusts, foundations, and businesses.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Meridian Investment Advisorsmeridiania.comHQ: Little Rock, AR, United StatesReported employees: 1-10 | Little Rock, AR, United States | 1-10 | Exact match | 9 contacts → |
“Meridian Investment Advisors has been providing wealth management and retirement plan solutions since 1983.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | HQ: Mechanicsburg, PA, United StatesReported employees: 1-10 | Mechanicsburg, PA, United States | 1-10 | Exact match | 7 contacts → |
“Asset Strategy Retirement Plan Consultants is an independent, investment advisory firm and retirement plan consulting firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Rosecap Financial Advisorsrosecap.comHQ: Grand Junction, CO, United StatesReported employees: 1-10 | Grand Junction, CO, United States | 1-10 | Exact match | 7 contacts → |
“RoseCap is an independent, fee-only, investment advisory firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Sense Financial Services LLCsensefinancial.comHQ: Anaheim Hills, CA, United StatesReported employees: 1-10 | Anaheim Hills, CA, United States | 1-10 | Exact match | 7 contacts → |
“Sense Financial is California's leading provider of retirement accounts with "Checkbook Control": the Solo 401k and the Checkbook IRA.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Sepira Ksepirak.comHQ: Dover, DE, United StatesReported employees: 11-50 | Dover, DE, United States | 11-50 | Exact match | 6 contacts → |
“Are you tired of pathetic trust accounting software for your SDIRA and Solo 401(k) business?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Summit Group 401k Consulting, An Alera Group Companysummitgroup401k.comHQ: Virginia Beach, VA, United StatesReported employees: 11-50 | Virginia Beach, VA, United States | 11-50 | Exact match | 5 contacts → |
“Summit Group 401(k) Consulting, an Alera Group Company, provides independent, retirement plan advisory services to forward-thinking organizations of all sizes and industries.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Nabers Groupnabers.comHQ: Scottsdale, AZ, United StatesReported employees: 11-50 | Scottsdale, AZ, United States | 11-50 | Exact match | 5 contacts → |
“We help people take control of their financial future through self directed investing.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Siver Financial Servicessiverinsurance.comHQ: S. Lancaster, MA, United StatesReported employees: 1-10 | S. Lancaster, MA, United States | 1-10 | Exact match | 5 contacts → |
“We are a fee based only investment advisory firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Imagine Financial Securityimaginefinancialsecurity.comHQ: Jacksonville, FL, United StatesReported employees: 1-10 | Jacksonville, FL, United States | 1-10 | Exact match | 4 contacts → |
“We are a fee only, fiduciary financial advisor specializing in retirement planning, tax optimization and investment management.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Stewardship Concepts Financial Servicesscfinancials.comHQ: Spokane, WA, United StatesReported employees: 1-10 | Spokane, WA, United States | 1-10 | Exact match | 4 contacts → |
“We help Spokane retirees over age 50 with $1 million or more in a 401(k) with Roth Conversions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Madison Financialmadisonfinancialsc.comHQ: Greenville, SC, United StatesReported employees: 1-10 | Greenville, SC, United States | 1-10 | Exact match | 4 contacts → |
“With over 50 years combined financial wellness experience, we specialize in 401k plan management for leaders + uniquely offer to meet 1-on-1 with each employee within the…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 129 company matches
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Solo 401k 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
128 records in the displayed employee bands.
1 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 129 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 ↗
Solo 401k advisors by location
1 lists · largest firstEvery Solo 401k 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 solo 401k 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 solo 401k advisors did RevenueBase find worldwide?
The saved snapshot records 129 matching company records, 2,891 tracked contacts and 1,676 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 solo 401k advisors worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/solo-401k-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 solo 401k advisors worldwide
RevenueBase records 129 matching company records for solo 401k advisors worldwide, with 2,891 tracked contacts and 1,676 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 solo 401k 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 | Captrustcaptrust.com HQ: Raleigh, NC, United StatesReported employees: 1,001-5,000 | Raleigh, NC, United States | 1,001-5,000 | Exact match | 1,889 contacts → |
“CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | PAI Retirement Servicesascensus.com HQ: De Pere, WI, United StatesReported employees: 51-200 | De Pere, WI, United States | 51-200 | Exact match | 309 contacts → |
“PAi provides 401(k) retirement savings solutions to small businesses nationwide.” 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 | IRA Financialirafinancial.com HQ: Sioux Falls, SD, United StatesReported employees: 51-200 | Sioux Falls, SD, United States | 51-200 | Exact match | 63 contacts → |
“IRA Financial is a non-fiduciary trust company and one of the nation's leading providers of self-directed retirement solutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Pension Consultants INCpension-consultants.com HQ: Springfield, MO, United StatesReported employees: 11-50 | Springfield, MO, United States | 11-50 | Exact match | 41 contacts → |
“Pension Consultants, Inc.(PCI) is a nationally-ranked, award-winning, fee-only retirement plan adviser dedicated to getting American workers on track for retirement.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | LPL Financialkieckhefergroup.com HQ: Brookfield, WI, United StatesReported employees: Not recorded | Brookfield, WI, United States | Not recorded | Exact match | 31 contacts → |
“The Kieckhefer Group is a leading retirement plan advisor providing sophisticated consulting services that create a strategic framework for retirement and wealth accumulation…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | IRA Clubiraclub.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 23 contacts → |
“Everything at IRA Club is designed to make investing in alternatives easier.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | HQ: Bedford, NH, United StatesReported employees: 11-50 | Bedford, NH, United States | 11-50 | Exact match | 19 contacts → |
“Financial Strategies Retirement Partners (FSRP) is an independent financial advisory and investment management firm based in Bedford, New Hampshire.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HFM Investment Advisors, LLChfmadvisors.com HQ: Glassboro, NJ, United StatesReported employees: 11-50 | Glassboro, NJ, United States | 11-50 | Exact match | 17 contacts → |
“The first thing you need to know: we listen.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Dedicated Defined Benefit Servicesdedicated-db.com HQ: Glendale, CA, United StatesReported employees: 11-50 | Glendale, CA, United States | 11-50 | Exact match | 17 contacts → |
“If you are a financial advisor who is interested in tax-advantaged options that help your high-income, self-employed clients convert income to wealth more quickly, learning about…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | California Financial Partners, INCcalfp.com HQ: Glendale, CA, United StatesReported employees: 1-10 | Glendale, CA, United States | 1-10 | Exact match | 16 contacts → |
“California Financial Partners has the expertise and knowledge to assist you and your accountant and attorney in order to bring together all the pieces of the financial puzzle to…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Accuplan Benefits Servicesaccuplan.net HQ: South Jordan, UT, United StatesReported employees: 11-50 | South Jordan, UT, United States | 11-50 | Exact match | 15 contacts → |
“We are experts in self directed 401k, silver IRAs, gold IRA investing and account administration.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Broad Financialbroadfinancial.com HQ: Montvale, NJ, United StatesReported employees: 11-50 | Montvale, NJ, United States | 11-50 | Exact match | 14 contacts → |
“Broad Financial specializes in self-directed IRAs and Solo 401(k)s.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | The Legacy Financial Group, INClegacyadvisor.net HQ: Tulsa, OK, United StatesReported employees: 1-10 | Tulsa, OK, United States | 1-10 | Exact match | 12 contacts → |
“Legacy is a fee only, independent registered investment advisor that provides prudent investment advisory services to individuals, 401k plans, trusts, foundations, and businesses.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Meridian Investment Advisorsmeridiania.com HQ: Little Rock, AR, United StatesReported employees: 1-10 | Little Rock, AR, United States | 1-10 | Exact match | 9 contacts → |
“Meridian Investment Advisors has been providing wealth management and retirement plan solutions since 1983.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | HQ: Mechanicsburg, PA, United StatesReported employees: 1-10 | Mechanicsburg, PA, United States | 1-10 | Exact match | 7 contacts → |
“Asset Strategy Retirement Plan Consultants is an independent, investment advisory firm and retirement plan consulting firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Rosecap Financial Advisorsrosecap.com HQ: Grand Junction, CO, United StatesReported employees: 1-10 | Grand Junction, CO, United States | 1-10 | Exact match | 7 contacts → |
“RoseCap is an independent, fee-only, investment advisory firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Sense Financial Services LLCsensefinancial.com HQ: Anaheim Hills, CA, United StatesReported employees: 1-10 | Anaheim Hills, CA, United States | 1-10 | Exact match | 7 contacts → |
“Sense Financial is California's leading provider of retirement accounts with "Checkbook Control": the Solo 401k and the Checkbook IRA.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Sepira Ksepirak.com HQ: Dover, DE, United StatesReported employees: 11-50 | Dover, DE, United States | 11-50 | Exact match | 6 contacts → |
“Are you tired of pathetic trust accounting software for your SDIRA and Solo 401(k) business?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Summit Group 401k Consulting, An Alera Group Companysummitgroup401k.com HQ: Virginia Beach, VA, United StatesReported employees: 11-50 | Virginia Beach, VA, United States | 11-50 | Exact match | 5 contacts → |
“Summit Group 401(k) Consulting, an Alera Group Company, provides independent, retirement plan advisory services to forward-thinking organizations of all sizes and industries.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Nabers Groupnabers.com HQ: Scottsdale, AZ, United StatesReported employees: 11-50 | Scottsdale, AZ, United States | 11-50 | Exact match | 5 contacts → |
“We help people take control of their financial future through self directed investing.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Siver Financial Servicessiverinsurance.com HQ: S. Lancaster, MA, United StatesReported employees: 1-10 | S. Lancaster, MA, United States | 1-10 | Exact match | 5 contacts → |
“We are a fee based only investment advisory firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Imagine Financial Securityimaginefinancialsecurity.com HQ: Jacksonville, FL, United StatesReported employees: 1-10 | Jacksonville, FL, United States | 1-10 | Exact match | 4 contacts → |
“We are a fee only, fiduciary financial advisor specializing in retirement planning, tax optimization and investment management.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Stewardship Concepts Financial Servicesscfinancials.com HQ: Spokane, WA, United StatesReported employees: 1-10 | Spokane, WA, United States | 1-10 | Exact match | 4 contacts → |
“We help Spokane retirees over age 50 with $1 million or more in a 401(k) with Roth Conversions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Madison Financialmadisonfinancialsc.com HQ: Greenville, SC, United StatesReported employees: 1-10 | Greenville, SC, United States | 1-10 | Exact match | 4 contacts → |
“With over 50 years combined financial wellness experience, we specialize in 401k plan management for leaders + uniquely offer to meet 1-on-1 with each employee within the…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 129 company matches
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Solo 401k 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
128 records in the displayed employee bands.
1 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 129 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 ↗
Solo 401k advisors by location
1 lists · largest firstEvery Solo 401k 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 solo 401k 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 solo 401k advisors did RevenueBase find worldwide?
The saved snapshot records 129 matching company records, 2,891 tracked contacts and 1,676 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 solo 401k advisors worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/solo-401k-advisors.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗