Company lists · Data refreshed October 2026

Top 25 Elder care financial services based in the United States

Name: Elder care financial services based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 11, 2026 6,571 companies tracked

RevenueBase identified 6,571 company matches for elder care financial services associated with the United States as of October 2026 and tracks 95,683 professional contacts across them, including 31,070 with verified work emails. Houston is the largest hub.

This list covers company matches for elder care financial services associated with the United States, 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 October 11, 2026.

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 Oct 11, 2026 How this list was built

6,571Companies

95,683Contacts tracked

31,070Verified emails

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The 25 largest elder care financial services based in the United States

Ranked by team size

Top 25 of 6,571 company matches for elder care financial services based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 11, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Northwestern Mutual	Exact match	Milwaukee, WI, United StatesHQ recorded Oct 11, 2026	n/a	38,065 contacts →
	Exact match “At Northwestern Mutual, our financial advisors are ready to meet you where you are and stay with you long-term.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
2	Genworth	Exact match	Glen Allen, VA, United StatesHQ recorded Oct 11, 2026	1,001-5,000	4,136 contacts →
	Exact match “Genworth Financial, Inc.(NYSE: GNW) is a publicly traded holding company.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
3	Equitable	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	5,001-10,000	3,099 contacts →
	Exact match “Equitable is one of America’s leading financial services companies.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
4	Truist Wealth	Exact match	Charlotte, NC, United StatesHQ recorded Oct 11, 2026	1,001-5,000	1,691 contacts →
	Exact match “Building wealth.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
5	Mercer Advisors	Exact match	Denver, CO, United StatesHQ recorded Oct 11, 2026	501-1,000	1,637 contacts →
	Exact match “Are you looking to amplify and simplify your financial life?” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
6	LCS	Exact match	Des Moines, IA, United StatesHQ recorded Oct 11, 2026	501-1,000	1,265 contacts →
	Exact match “Based in Des Moines, Iowa, and established in 1971, LCS is a leading provider of high-quality senior lifestyle products and services.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
7	TAX & Financial Group	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 11, 2026	n/a	824 contacts →
	Exact match “Tax & Financial Group (TFG) is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
8	Baystate Financial	Exact match	Boston, MA, United StatesHQ recorded Oct 11, 2026	501-1,000	504 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 · Oct 11, 2026 · View company records in RevenueBase
9	Davenport & Company LLC	Exact match	Richmond, VA, United StatesHQ recorded Oct 11, 2026	501-1,000	456 contacts →
	Exact match “Established in 1863, Davenport & Company LLC is one of the oldest employee-owned, independent financial services firms in America.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
10	Raymond James & Associates, INC	Exact match	St. Petersburg, FL, United StatesHQ recorded Oct 11, 2026	10001+	429 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 · Oct 11, 2026 · View company records in RevenueBase
11	Appreciation Financial	Exact match	Henderson, NV, United StatesHQ recorded Oct 11, 2026	501-1,000	380 contacts →
	Exact match “Appreciation Financial thrives on creating meaningful relationships with people who share the same values and passion for their life, business, and families.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
12	Westpoint Financial Group	Exact match	Indianapolis, IN, United StatesHQ recorded Oct 11, 2026	201-500	377 contacts →
	Exact match “Our mission at WestPoint Financial Group is simple.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
13	Huntington Financial Advisors	Exact match	Columbus, OH, United StatesHQ recorded Oct 11, 2026	1,001-5,000	351 contacts →
	Exact match “Welcome to the Next Level of Investing, Advice and Planning.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
14	Lenox Advisors	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	201-500	338 contacts →
	Exact match “Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
15	Modern Wealth Management	Exact match	Lenexa, KS, United StatesHQ recorded Oct 11, 2026	201-500	313 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 · Oct 11, 2026 · View company records in RevenueBase
16	Senior Market Sales	Exact match	Omaha, NE, United StatesHQ recorded Oct 11, 2026	501-1,000	277 contacts →
	Exact match “Senior Market Sales (SMS) in Omaha, Nebraska has marketed health, life, annuities, and other insurance products geared for the nation’s seniors from the same location since 1982.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
17	AIG Retirement Services	Exact match	Houston, TX, United StatesHQ recorded Oct 11, 2026	1,001-5,000	258 contacts →
	Exact match “AIG Retirement Services is now Corebridge Financial.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
18	Mcadam Financial	Exact match	Philadelphia, PA, United StatesHQ recorded Oct 11, 2026	201-500	228 contacts →
	Exact match “McAdam Financial is a nationally recognized wealth management firm serving clients nationwide with offices in Boston, MA, Chicago, IL, Philadelphia, PA, and Tysons Corner, VA.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
19	Financial Growth Partners	Exact match	Hunt Valley, MD, United StatesHQ recorded Oct 11, 2026	51-200	201 contacts →
	Exact match “Financial Growth Partners is a financial planning firm helping professionals, families, & business owners create clarity around their financial future through personalized…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
20	Heartland Retirement Group	Exact match	Johnston, IA, United StatesHQ recorded Oct 11, 2026	51-200	189 contacts →
	Exact match “Heartland Retirement Group (HRG) is a leading retirement marketing organization that provides insurance and financial solutions for clients in Arizona, Colorado, Iowa, Missouri…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
21	Larson Financial	Exact match	St. Louis, MO, United StatesHQ recorded Oct 11, 2026	201-500	177 contacts →
	Exact match “Our reputation for excellence is built on our long-term commitment to responsible financial management.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
22	Capitas Financial	Exact match	Minneapolis, MN, United StatesHQ recorded Oct 11, 2026	201-500	159 contacts →
	Exact match “Capitas Financial is the premier partner for Financial Advisors, providing insurance solutions for investment, tax, retirement, estate, business and financial life planning needs.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
23	Massmutual Carolinas	Exact match	Charlotte, NC, United StatesHQ recorded Oct 11, 2026	51-200	153 contacts →
	Exact match “At MassMutual Carolinas, we listen closely to gain a thorough understanding of your goals and your dreams.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
24	OATH	Exact match	Tulsa, OK, United StatesHQ recorded Oct 11, 2026	51-200	125 contacts →
	Exact match “Planning for your future can feel overwhelming.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
25	Vision Financial Group	Exact match	Buffalo, NY, United StatesHQ recorded Oct 11, 2026	201-500	124 contacts →
	Exact match “Vision Financial Group offers holistic financial planning and insurance solutions for individuals, families, and businesses.” Recorded in the RevenueBase company graph · Oct 11, 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 “elder care financial services”. 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 6,571 elder care financial services based in the United States

See the full list, filter by size, metro and specialty, and access 31,070 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Elder care financial services based in the United States at a glance

As of Oct 11, 2026

32.5%Verified-email coverage

14.6Average contacts per company

1-10Median size (employees)

1.2%Largest-city concentration · Houston

Oct 11, 2026Page data refreshed

Companies by employee count

1-10

4,925

11-50

1,274

51-200

261

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 6,571 companies.

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.
What qualifies: Company records associated with the United States whose business descriptions match “elder care financial services” 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. Where headquarters information is recorded, preview rows are also filtered to this page’s location. 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 31,070 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 October 11, 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.

Elder care financial services by metro

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 “elder care financial services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many elder care financial services are there based in the United States?

RevenueBase identified 6,571 company matches for elder care financial services associated with the United States as of October 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

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

Which city has the most elder care financial services?

Houston leads with 80 company records, followed by New York (70) and Scottsdale (66).

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 31,070 professional contacts with verified work emails tracked across these 6,571 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 October 11, 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.