Company lists · Data refreshed September 2026

Top 25 Erisa consulting firms based in San Diego, United States

RevenueBase identified 40 erisa consulting firms headquartered in San Diego, United States as of September 2026 and tracks 402 professional contacts across them, including 233 with verified work emails. Across the United States, New York is the largest hub for this category (50 companies); San Diego has 40.

This list covers erisa consulting firms headquartered in San Diego, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review
40Companies
402Contacts tracked
233Verified emails
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The 25 largest erisa consulting firms based in San Diego, United States

Ranked by team size
Top 25 of 40 erisa consulting firms based in San Diego, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to erisa consulting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 28, 202651-20068 contacts →

Indirect evidence

“CMR Risk & Insurance Services, Inc.”

Source: RevenueBase Database · checked Sep 28, 2026
2Partial evidenceSan Diego, CA, United StatesHQ checked Sep 28, 202611-5021 contacts →

Partial evidence

“BJA Partners is a full service insurance brokerage and consulting firm offering employee benefits, property and casualty, retirement planning and personal insurance.”

Source: RevenueBase Database · checked Sep 28, 2026
3Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 28, 202611-5016 contacts →

Indirect evidence

“Benefit Pro Insurance Services is a San Diego based insurance agency that is highly experienced and specialized in employee benefits insurance.”

Source: RevenueBase Database · checked Sep 28, 2026
4Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 28, 202611-5011 contacts →

Indirect evidence

“Success Begins with a Plan A New Level of Service in Plan Design and Administration Maximum value.”

Source: RevenueBase Database · checked Sep 28, 2026
5Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 28, 202611-508 contacts →

Indirect evidence

“After many years at Atéssa Benefits, we, Mike Bourne, Rachel Rosner, and Alison Quesada, have launched a new chapter as Mirador Retirement Solutions.”

Source: RevenueBase Database · checked Sep 28, 2026
6Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 28, 202611-507 contacts →

Indirect evidence

“PRI delivers banks, broker-dealers and RIAs a configurable platform, coupled with unlimited consultation, to implement and maintain profitable strategies for serving retirement…”

Source: RevenueBase Database · checked Sep 28, 2026
7Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-106 contacts →

Indirect evidence

“Employee Benefits General Agents / Consultants Employee benefits are constantly changing.”

Source: RevenueBase Database · checked Sep 28, 2026
8Partial evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-105 contacts →

Partial evidence

“Strategic HR Advisory specializes in HR consulting services for small to medium-size employers.”

Source: RevenueBase Database · checked Sep 28, 2026
9Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 28, 202611-505 contacts →

Indirect evidence

“Xponential Growth Solutions provides independent, unbiased educational resources to proactive plan sponsors who are committed to optimizing retirement and benefits outcomes for…”

Source: RevenueBase Database · checked Sep 28, 2026
10Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-104 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
11Partial evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-103 contacts →

Partial evidence

“The GPS team brings decades of ERISA and group plan experience to help stakeholders successfully operate the retirement plan.”

Source: RevenueBase Database · checked Sep 28, 2026
12Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-103 contacts →

Indirect evidence

“An Employee Benefits and Estate Planning Law Firm.”

Source: RevenueBase Database · checked Sep 28, 2026
13Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-102 contacts →

Indirect evidence

“With over 20 years of experience, Regency West knows the value of our clients and the relationships we have with them.”

Source: RevenueBase Database · checked Sep 28, 2026
14Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 28, 202611-501 contacts →

Indirect evidence

“At 4C Advising, we understand that navigating the complexities of risk management, compliance, human resources, and employee wellness can be challenging for SMBs.”

Source: RevenueBase Database · checked Sep 28, 2026
15Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
16Partial evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-101 contacts →

Partial evidence

“Rethink OPEX is an innovative consulting firm with expertise in two principal domains: 1.”

Source: RevenueBase Database · checked Sep 28, 2026
17Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
18Partial evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-101 contacts →

Partial evidence

“RLG provides comprehensive and actionable ERISA, tax and securities solutions.”

Source: RevenueBase Database · checked Sep 28, 2026
19Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

“Employer 401k Solutions differentiates itself as a 401(k) plan consultant by offering more than the industry’s standard advice.”

Source: RevenueBase Database · checked Sep 28, 2026
20Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

“Helping small businesses create and maintain retirement plans that are customized to meet their specific needs.”

Source: RevenueBase Database · checked Sep 28, 2026
21Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

“KEA specializes in ESOP advisory services for organizations at any stage along their ESOP journey.”

Source: RevenueBase Database · checked Sep 28, 2026
22Partial evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-101 contacts →

Partial evidence

“Accelerated HR is an HR advising and consulting firm focused on providing professional, tailored, and scalable human resources solutions to a broad spectrum of industries ranging…”

Source: RevenueBase Database · checked Sep 28, 2026
23Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

“We reduce health insurance costs for Employers, Self Employed, and Seniors.”

Source: RevenueBase Database · checked Sep 28, 2026
24Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

“It's an exciting time in employee benefits.”

Source: RevenueBase Database · checked Sep 28, 2026
25Partial evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-101 contacts →

Partial evidence

“Bucher Consulting for Human Resources helps employers master HR so you can get back to business.”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 25 of 40 erisa consulting firms based in San Diego, United States

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Erisa consulting firms based in San Diego, United States at a glance

As of Sep 28, 2026
58.0%Verified-email coverage
10.1Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
26
11-50
11
51-200
1
201-500
1
501-1,000
1

Email recency for this list is measured across the whole United States list rather than for San Diego, so it is reported there. Company counts and contact totals on this page are exact for San Diego, over 40 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among erisa consulting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in San Diego, United States whose own description of what they do matches “erisa consulting firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names erisa consulting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among erisa consulting firms, and records with no verified work email. Companies headquartered outside San Diego are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 233 across the full list. 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 September 28, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names erisa consulting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many erisa consulting firms are there based in San Diego, United States?

RevenueBase identified 40 erisa consulting firms headquartered in San Diego, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

CMR Risk & Insurance Services, headquartered in San Diego, tops this list with the largest team on record.

Which city in the United States has the most erisa consulting firms?

New York leads the United States with 50 headquartered companies, followed by Houston (46) and Atlanta (42). San Diego has 40.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 233 verified decision-maker contacts tracked across these 40 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 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 Smart Search, 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.