Company lists · Data refreshed November 2026

Top 25 Transition planning advisors worldwide

Name: Transition planning advisors worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 12,081 companies tracked

RevenueBase identified 12,081 company matches for transition planning advisors worldwide as of November 2026 and tracks 111,799 professional contacts across them, including 36,354 with verified work emails. The United States is the largest market and London the largest hub.

This list covers company matches for transition planning 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 transition planning 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Nov 6, 2026 How this list was built

12,081Companies

111,799Contacts tracked

36,354Verified emails

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The 25 largest transition planning advisors worldwide

Ranked by team size

Top 25 of 12,081 company matches for transition planning advisors worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Transamerica	Exact match	Baltimore, IL, United StatesHQ recorded Nov 6, 2026	5,001-10,000	12,182 contacts →
	Exact match “Longer lifespans are changing the way we exist.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	Profuturo	Exact match	MexicoHQ recorded Nov 6, 2026	1,001-5,000	9,324 contacts →
	Exact match “Desde diciembre de 1996 trabajamos para ser los mejores asesores en retiro de las familias mexicanas.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	IG Wealth Management	Exact match	Winnipeg, MB, CanadaHQ recorded Nov 6, 2026	5,001-10,000	6,793 contacts →
	Exact match “Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	Truist Wealth	Exact match	Charlotte, NC, United StatesHQ recorded Nov 6, 2026	1,001-5,000	1,755 contacts →
	Exact match “Building wealth.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	Focus Partners	Exact match	St. Louis, FL, United StatesHQ recorded Nov 6, 2026	1,001-5,000	1,530 contacts →
	Exact match “Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	VZ Vermögenszentrum	Exact match	Zürich, SwitzerlandHQ recorded Nov 6, 2026	1,001-5,000	1,022 contacts →
	Exact match “VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	Savant Wealth Management	Exact match	Rockford, CA, United StatesHQ recorded Nov 6, 2026	501-1,000	687 contacts →
	Exact match “Savant Wealth Management is a leading independent, nationally recognized, fee-only firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	Moneta	Exact match	Clayton, CO, United StatesHQ recorded Nov 6, 2026	501-1,000	641 contacts →
	Exact match “Moneta is one of the nation’s premier comprehensive wealth management firms distinguished by a legacy of innovation, service and loyalty to its clients that only an independent…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	Ascot Lloyd	Exact match	Birmingham, United KingdomHQ recorded Nov 6, 2026	501-1,000	569 contacts →
	Exact match “Ready to make baffling jargon and unclear advice a thing of the past?” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	Raymond James & Associates, INC	Exact match	St. Petersburg, FL, United StatesHQ recorded Nov 6, 2026	10001+	550 contacts →
	Exact match “Our professional financial advisors provide financial services for individuals looking for retirement planning, investment advice, and wealth management.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	Baystate Financial	Exact match	Boston, NH, United StatesHQ recorded Nov 6, 2026	501-1,000	516 contacts →
	Exact match “For over a century, Baystate Financial has been helping clients gain clarity and financial independence-empowering them to build, protect, and distribute wealth with confidence.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	Florida Financial Advisors	Exact match	Tampa, FL, United StatesHQ recorded Nov 6, 2026	51-200	486 contacts →
	Exact match “Florida Financial Advisors (FFA) is a full-service financial planning and wealth management firm dedicated to building lasting relationships with clients while providing…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	Retire On Time	Exact match	Ann Arbor, MI, United StatesHQ recorded Nov 6, 2026	n/a	450 contacts →
	Exact match “4 Reasons Why You Should Hire David E.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	Sequoia Financial Group	Exact match	Akron, OH, United StatesHQ recorded Nov 6, 2026	201-500	433 contacts →
	Exact match “At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	Aldrich	Exact match	Portland, OR, United StatesHQ recorded Nov 6, 2026	201-500	418 contacts →
	Exact match “For more than 50 years, Aldrich has worked with businesses, their owners, and their employees to help them achieve their professional and personal financial goals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	St. James's Place Asia & Middle East	Exact match	SingaporeHQ recorded Nov 6, 2026	1,001-5,000	412 contacts →
	Exact match “We specialise in expert, one-to-one advice.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	Creative Financial Group	Exact match	Newtown Square, PA, United StatesHQ recorded Nov 6, 2026	201-500	379 contacts →
	Exact match “CREATIVE was founded in 1976, when the firm’s founding partners recognized that entrepreneurs, business owners, individuals and their families, and multi-generational family…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	Prairie Capital Advisors, INC	Exact match	Oakbrook Terrace, OH, United StatesHQ recorded Nov 6, 2026	51-200	371 contacts →
	Exact match “Prairie is a leading financial advisory firm specializing in creating and executing ownership transition strategies for middle-market companies nationwide.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	Huntington Financial Advisors	Exact match	Columbus, OH, United StatesHQ recorded Nov 6, 2026	1,001-5,000	361 contacts →
	Exact match “Welcome to the Next Level of Investing, Advice and Planning.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	Modern Wealth Management	Exact match	Lenexa, KS, United StatesHQ recorded Nov 6, 2026	201-500	318 contacts →
	Exact match “We’re here to help you enjoy today, prepare for tomorrow, and connect with the people and the causes you care about most.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	Wren Sterling	Exact match	Nottingham, United KingdomHQ recorded Nov 6, 2026	201-500	296 contacts →
	Exact match “Wren Sterling is a nationwide independent financial planning business with multiple offices across the UK.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	Strategies For Wealth	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	201-500	265 contacts →
	Exact match “Strategies for Wealth is a full service financial planning firm that has offices in Manhattan and Rye Brook, New York as well as throughout the New England area.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	Coastal Wealth	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Nov 6, 2026	51-200	257 contacts →
	Exact match “At Coastal Wealth, we work closely with you to determine your goals and help you make good decisions in order to be financially prepared for the next stage of your life.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24	Valmark Financial Group	Exact match	Akron, OH, United StatesHQ recorded Nov 6, 2026	51-200	225 contacts →
	Exact match “Since its founding in 1963, Valmark Financial Group has been at the forefront of the financial services industry, working exclusively with successful entrepreneurial wealth…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25	1.618 Advisory Services	Exact match	Johanessburg, South AfricaHQ recorded Nov 6, 2026	n/a	212 contacts →
	Exact match “Strategy + 1.618 = Perfect Wealth The 1.618 Golden Ratio is the structure for perfect synergy and growth, which is why we have personally adopted this principle as a firm.” 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 “transition planning 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 12,081 transition planning advisors worldwide

See the full list, filter by size, metro and specialty, and access 36,354 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Transition planning advisors worldwide at a glance

As of Nov 6, 2026

32.5%Verified-email coverage

9.3Average contacts per company

1-10Median size (employees)

1.1%Largest-city concentration · London

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

9,434

11-50

2,134

51-200

334

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency is reported on each country list linked below.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
Coverage: Every country. Country and city lists for transition planning advisors are linked below.
What qualifies: Company records worldwide whose business descriptions match “transition planning 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 36,354 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.

Transition planning advisors by location

56 lists · largest first

Every Transition planning advisors list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.

Countries

Cities

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “transition planning advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many transition planning advisors are there worldwide?

RevenueBase identified 12,081 company matches for transition planning 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?

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

Which country has the most transition planning advisors?

The United States leads with 6,787 companies, followed by the United Kingdom (1,023) and Canada (601). Every transition planning advisors list by country and city is linked on this page.

Which city has the most transition planning advisors?

London leads with 134 company records, followed by Houston (93) and New York (76).

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 36,354 professional contacts with verified work emails tracked across these 12,081 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.

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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.