Company lists · Data refreshed September 2026
Top 25 Individual retirement account providers based in the United States
RevenueBase identified 447 company matches for individual retirement account providers associated with the United States as of September 2026 and tracks 17,074 professional contacts across them, including 5,888 with verified work emails. Houston is the largest hub.
This list covers company matches for individual retirement account providers 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 September 20, 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.
The 25 largest individual retirement account providers based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 12,678 contacts → | ||||
Exact match “At TIAA, we believe everyone has the right to retire with dignity.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 1,064 contacts → | ||||
Exact match “Mutual of America Financial Group is a leading provider of retirement products, services and investments to individuals and organizations.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 264 contacts → | ||||
Exact match “AIG Retirement Services is now Corebridge Financial.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 191 contacts → | ||||
Exact match “Headquartered in Carpinteria, California just south of Santa Barbara, PlanMember Financial Corporation is a leader in the retirement planning market with more than 500…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 100 contacts → | ||||
Exact match “IRALOGIX is redefining the IRA industry through unique, technology driven solutions that help our clients grow their business and better serve their customer's IRA accounts.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 90 contacts → | ||||
Exact match “At MissionSquare Retirement, we are dedicated to guiding those who serve our communities toward a secure financial future.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 79 contacts → | ||||
Exact match “Invest your 401(k) or IRA funds in real estate, private equity, precious metals, and more.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 56 contacts → | ||||
Exact match “Advanta IRA is a self-directed IRA administrator serving clients nationwide.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 47 contacts → | ||||
Exact match “Directed IRA provides industry leading self-directed IRA accounts to investors across the U.S.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 47 contacts → | ||||
Exact match “Each day there are people turning 60.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 43 contacts → | ||||
Exact match “We’re changing the way retirement planning is done as one of the first fully virtual retirement planning firms.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 32 contacts → | ||||
Exact match “At Advantage Gold, we take pride in being the industry leader in precious metal IRA rollovers.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 30 contacts → | ||||
Exact match “Ready to create your personal roadmap toward financial independence?” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 29 contacts → | ||||
Exact match “American Trust, a subsidiary of EdgeCo Holdings, L.P, acquired Unified Trust Company, N.A, a national retirement plan provider and fiduciary, in October 2020.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 27 contacts → | ||||
Exact match “CamaPlan was founded by veteran investors Carl Fischer and Maggie Polisano as a company run “for investors, by investors.” Since its inception, the name CamaPlan has come to be…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 27 contacts → | ||||
Exact match “Start here.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 26 contacts → | ||||
Exact match “Ed Slott was named “The Best" source for IRA advice by The Wall Street Journal and called "America's IRA Expert" by Mutual Funds Magazine.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 24 contacts → | ||||
Exact match “Retirable, the first-of-its-kind holistic retirement solution with the ongoing care of an advisor, offers products and services across the retirement investing, planning and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 20 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 20 contacts → | ||||
Exact match “At The Pension Group, we help individuals retire with confidence and clarity.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 18 contacts → | ||||
Exact match “NuView IRA provides administrative services and processing on behalf of NuView Trust Company.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 17 contacts → | ||||
Exact match “American IRA was founded in 2004 by our Founder, Jim Hitt.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 17 contacts → | ||||
Exact match “First Fidelity Tax & Insurance analyzes banks and other leading financial institutions throughout the country to find the best possible return for its clients on: Certificate of…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 16 contacts → | ||||
Exact match “Anders Retirement & Investment Advisors is a full-service financial company with main offices located in New Smyrna Beach, FL, and Winter Park, FL.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 25 | 15 contacts → | ||||
Exact match “Cardinal Advisors can help you sort out the confusion around long-term care, Medicare, Social Security, IRAs, life insurance, and taxes.” Recorded in the RevenueBase company graph · Sep 20, 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 “individual retirement account providers”. 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 447 individual retirement account providers based in the United States
See the full list, filter by size, metro and specialty, and access 5,888 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Individual retirement account providers based in the United States at a glance
As of Sep 20, 2026Companies by employee count
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 447 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 “individual retirement account providers” 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 5,888 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 September 20, 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.
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 “individual retirement account providers”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many individual retirement account providers are there based in the United States?
RevenueBase identified 447 company matches for individual retirement account providers associated with the United States as of September 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?
TIAA tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most individual retirement account providers?
Houston leads with 10 company records, followed by New York (10) and Pittsburgh (4).
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 5,888 professional contacts with verified work emails tracked across these 447 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 September 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 447 individual retirement account providers based in the United States. 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
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- Lists A-Z
- New lists
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
- Media companies based in the United States
- Oil and gas companies based in the United States
- Real estate companies based in the United States
Company intelligence · public preview
Top 25 individual retirement account providers based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 447 matching company records for individual retirement account providers based in the United States, with 17,074 tracked contacts and 5,888 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: September 20, 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 individual retirement account providers based in the United States
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 | TIAAtiaa.org HQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 12,678 contacts → |
“At TIAA, we believe everyone has the right to retire with dignity.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Mutual Of America Financial Groupmutualofamerica.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,064 contacts → |
“Mutual of America Financial Group is a leading provider of retirement products, services and investments to individuals and organizations.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  AIG Retirement Servicescorebridgefinancial.comHQ: Houston, TX, United StatesReported employees: 1,001-5,000 | Houston, TX, United States | 1,001-5,000 | Exact match | 264 contacts → |
“AIG Retirement Services is now Corebridge Financial.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Planmember Financial Corporationplanmember.comHQ: Carpinteria, CA, United StatesReported employees: 51-200 | Carpinteria, CA, United States | 51-200 | Exact match | 191 contacts → |
“Headquartered in Carpinteria, California just south of Santa Barbara, PlanMember Financial Corporation is a leader in the retirement planning market with more than 500…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Iralogixiralogix.comHQ: Pittsburgh, PA, United StatesReported employees: 51-200 | Pittsburgh, PA, United States | 51-200 | Exact match | 100 contacts → |
“IRALOGIX is redefining the IRA industry through unique, technology driven solutions that help our clients grow their business and better serve their customer's IRA accounts.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Missionsquare Retirementmissionsq.org HQ: Washington, DC, United StatesReported employees: 501-1,000 | Washington, DC, United States | 501-1,000 | Exact match | 90 contacts → |
“At MissionSquare Retirement, we are dedicated to guiding those who serve our communities toward a secure financial future.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | The Entrust Grouptheentrustgroup.com HQ: Oakland, CA, United StatesReported employees: 51-200 | Oakland, CA, United States | 51-200 | Exact match | 79 contacts → |
“Invest your 401(k) or IRA funds in real estate, private equity, precious metals, and more.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Advanta IRAadvantaira.comHQ: Clearwater, FL, United StatesReported employees: 51-200 | Clearwater, FL, United States | 51-200 | Exact match | 56 contacts → |
“Advanta IRA is a self-directed IRA administrator serving clients nationwide.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Directed Trust Companydirectedira.com HQ: Phoenix, AZ, United StatesReported employees: 51-200 | Phoenix, AZ, United States | 51-200 | Exact match | 47 contacts → |
“Directed IRA provides industry leading self-directed IRA accounts to investors across the U.S.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Self Directedsdretirementplans.com HQ: Phoenix, AZ, United StatesReported employees: 11-50 | Phoenix, AZ, United States | 11-50 | Exact match | 47 contacts → |
“Each day there are people turning 60.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Mdrn Capitalmdrncapital.comHQ: Annapolis, MD, United StatesReported employees: 11-50 | Annapolis, MD, United States | 11-50 | Exact match | 43 contacts → |
“We’re changing the way retirement planning is done as one of the first fully virtual retirement planning firms.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Advantage Goldadvantagegold.comHQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 32 contacts → |
“At Advantage Gold, we take pride in being the industry leader in precious metal IRA rollovers.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Becu Investment Servicesbecu.orgHQ: Tukwila, WA, United StatesReported employees: 11-50 | Tukwila, WA, United States | 11-50 | Exact match | 30 contacts → |
“Ready to create your personal roadmap toward financial independence?” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Unified Trustunifiedtrust.com HQ: Lexington, KY, United StatesReported employees: 51-200 | Lexington, KY, United States | 51-200 | Exact match | 29 contacts → |
“American Trust, a subsidiary of EdgeCo Holdings, L.P, acquired Unified Trust Company, N.A, a national retirement plan provider and fiduciary, in October 2020.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Camaplancamaplan.com HQ: Ambler, PA, United StatesReported employees: 11-50 | Ambler, PA, United States | 11-50 | Exact match | 27 contacts → |
“CamaPlan was founded by veteran investors Carl Fischer and Maggie Polisano as a company run “for investors, by investors.” Since its inception, the name CamaPlan has come to be…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Provident Trust Group, An Ascensus Companytrustprovident.com HQ: Las Vegas, NV, United StatesReported employees: 11-50 | Las Vegas, NV, United States | 11-50 | Exact match | 27 contacts → |
“Start here.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | ED Slott And Companyirahelp.com HQ: Rockville Centre, NY, United StatesReported employees: 11-50 | Rockville Centre, NY, United States | 11-50 | Exact match | 26 contacts → |
“Ed Slott was named “The Best" source for IRA advice by The Wall Street Journal and called "America's IRA Expert" by Mutual Funds Magazine.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Retirableretirable.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 24 contacts → |
“Retirable, the first-of-its-kind holistic retirement solution with the ongoing care of an advisor, offers products and services across the retirement investing, planning and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Harlow Wealth Management, INCharlowwealth.com HQ: Vancouver, WA, United StatesReported employees: 11-50 | Vancouver, WA, United States | 11-50 | Exact match | 20 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 20 |  The Pension Groupthepensiongroup.comHQ: Dublin, OH, United StatesReported employees: 1-10 | Dublin, OH, United States | 1-10 | Exact match | 20 contacts → |
“At The Pension Group, we help individuals retire with confidence and clarity.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Nuview Trust Companynuviewtrust.com HQ: Longwood, FL, United StatesReported employees: 11-50 | Longwood, FL, United States | 11-50 | Exact match | 18 contacts → |
“NuView IRA provides administrative services and processing on behalf of NuView Trust Company.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  American Ira, LLCamericanira.comHQ: Sioux Falls, SD, United StatesReported employees: 11-50 | Sioux Falls, SD, United States | 11-50 | Exact match | 17 contacts → |
“American IRA was founded in 2004 by our Founder, Jim Hitt.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | First Fidelity TAX And Insurancefirstfidelityamerica.com HQ: New Braunfels, TX, United StatesReported employees: 11-50 | New Braunfels, TX, United States | 11-50 | Exact match | 17 contacts → |
“First Fidelity Tax & Insurance analyzes banks and other leading financial institutions throughout the country to find the best possible return for its clients on: Certificate of…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Anders Retirement & Investment Advisorsandersretirement.comHQ: Winter Park, FL, United StatesReported employees: 11-50 | Winter Park, FL, United States | 11-50 | Exact match | 16 contacts → |
“Anders Retirement & Investment Advisors is a full-service financial company with main offices located in New Smyrna Beach, FL, and Winter Park, FL.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Cardinal Advisorscardinalguide.com HQ: Durham, NC, United StatesReported employees: 11-50 | Durham, NC, United States | 11-50 | Exact match | 15 contacts → |
“Cardinal Advisors can help you sort out the confusion around long-term care, Medicare, Social Security, IRAs, life insurance, and taxes.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 447 company matches
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Individual retirement account providers: dataset insights
September 20, 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
447 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured 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 447 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: September 20, 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 ↗
Questions about this company list
What does Exact match mean for individual retirement account providers?
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 individual retirement account providers did RevenueBase find based in the United States?
The saved snapshot records 447 matching company records, 17,074 tracked contacts and 5,888 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: September 20, 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
Cite this list
RevenueBase Data Team. Top 25 individual retirement account providers based in the United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/individual-retirement-account-providers/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
- Media companies based in the United States
- Oil and gas companies based in the United States
- Real estate companies based in the United States
Company intelligence · public preview
Top 25 individual retirement account providers based in the United States
RevenueBase records 447 matching company records for individual retirement account providers based in the United States, with 17,074 tracked contacts and 5,888 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: September 20, 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 individual retirement account providers based in the United States
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 | TIAAtiaa.org HQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 12,678 contacts → |
“At TIAA, we believe everyone has the right to retire with dignity.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Mutual Of America Financial Groupmutualofamerica.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,064 contacts → |
“Mutual of America Financial Group is a leading provider of retirement products, services and investments to individuals and organizations.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | AIG Retirement Servicescorebridgefinancial.com HQ: Houston, TX, United StatesReported employees: 1,001-5,000 | Houston, TX, United States | 1,001-5,000 | Exact match | 264 contacts → |
“AIG Retirement Services is now Corebridge Financial.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Planmember Financial Corporationplanmember.com HQ: Carpinteria, CA, United StatesReported employees: 51-200 | Carpinteria, CA, United States | 51-200 | Exact match | 191 contacts → |
“Headquartered in Carpinteria, California just south of Santa Barbara, PlanMember Financial Corporation is a leader in the retirement planning market with more than 500…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Iralogixiralogix.com HQ: Pittsburgh, PA, United StatesReported employees: 51-200 | Pittsburgh, PA, United States | 51-200 | Exact match | 100 contacts → |
“IRALOGIX is redefining the IRA industry through unique, technology driven solutions that help our clients grow their business and better serve their customer's IRA accounts.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Missionsquare Retirementmissionsq.org HQ: Washington, DC, United StatesReported employees: 501-1,000 | Washington, DC, United States | 501-1,000 | Exact match | 90 contacts → |
“At MissionSquare Retirement, we are dedicated to guiding those who serve our communities toward a secure financial future.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | The Entrust Grouptheentrustgroup.com HQ: Oakland, CA, United StatesReported employees: 51-200 | Oakland, CA, United States | 51-200 | Exact match | 79 contacts → |
“Invest your 401(k) or IRA funds in real estate, private equity, precious metals, and more.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Advanta IRAadvantaira.com HQ: Clearwater, FL, United StatesReported employees: 51-200 | Clearwater, FL, United States | 51-200 | Exact match | 56 contacts → |
“Advanta IRA is a self-directed IRA administrator serving clients nationwide.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Directed Trust Companydirectedira.com HQ: Phoenix, AZ, United StatesReported employees: 51-200 | Phoenix, AZ, United States | 51-200 | Exact match | 47 contacts → |
“Directed IRA provides industry leading self-directed IRA accounts to investors across the U.S.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Self Directedsdretirementplans.com HQ: Phoenix, AZ, United StatesReported employees: 11-50 | Phoenix, AZ, United States | 11-50 | Exact match | 47 contacts → |
“Each day there are people turning 60.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Mdrn Capitalmdrncapital.com HQ: Annapolis, MD, United StatesReported employees: 11-50 | Annapolis, MD, United States | 11-50 | Exact match | 43 contacts → |
“We’re changing the way retirement planning is done as one of the first fully virtual retirement planning firms.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Advantage Goldadvantagegold.com HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 32 contacts → |
“At Advantage Gold, we take pride in being the industry leader in precious metal IRA rollovers.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Becu Investment Servicesbecu.org HQ: Tukwila, WA, United StatesReported employees: 11-50 | Tukwila, WA, United States | 11-50 | Exact match | 30 contacts → |
“Ready to create your personal roadmap toward financial independence?” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Unified Trustunifiedtrust.com HQ: Lexington, KY, United StatesReported employees: 51-200 | Lexington, KY, United States | 51-200 | Exact match | 29 contacts → |
“American Trust, a subsidiary of EdgeCo Holdings, L.P, acquired Unified Trust Company, N.A, a national retirement plan provider and fiduciary, in October 2020.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Camaplancamaplan.com HQ: Ambler, PA, United StatesReported employees: 11-50 | Ambler, PA, United States | 11-50 | Exact match | 27 contacts → |
“CamaPlan was founded by veteran investors Carl Fischer and Maggie Polisano as a company run “for investors, by investors.” Since its inception, the name CamaPlan has come to be…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Provident Trust Group, An Ascensus Companytrustprovident.com HQ: Las Vegas, NV, United StatesReported employees: 11-50 | Las Vegas, NV, United States | 11-50 | Exact match | 27 contacts → |
“Start here.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | ED Slott And Companyirahelp.com HQ: Rockville Centre, NY, United StatesReported employees: 11-50 | Rockville Centre, NY, United States | 11-50 | Exact match | 26 contacts → |
“Ed Slott was named “The Best" source for IRA advice by The Wall Street Journal and called "America's IRA Expert" by Mutual Funds Magazine.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Retirableretirable.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 24 contacts → |
“Retirable, the first-of-its-kind holistic retirement solution with the ongoing care of an advisor, offers products and services across the retirement investing, planning and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Harlow Wealth Management, INCharlowwealth.com HQ: Vancouver, WA, United StatesReported employees: 11-50 | Vancouver, WA, United States | 11-50 | Exact match | 20 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 20 | The Pension Groupthepensiongroup.com HQ: Dublin, OH, United StatesReported employees: 1-10 | Dublin, OH, United States | 1-10 | Exact match | 20 contacts → |
“At The Pension Group, we help individuals retire with confidence and clarity.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Nuview Trust Companynuviewtrust.com HQ: Longwood, FL, United StatesReported employees: 11-50 | Longwood, FL, United States | 11-50 | Exact match | 18 contacts → |
“NuView IRA provides administrative services and processing on behalf of NuView Trust Company.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | American Ira, LLCamericanira.com HQ: Sioux Falls, SD, United StatesReported employees: 11-50 | Sioux Falls, SD, United States | 11-50 | Exact match | 17 contacts → |
“American IRA was founded in 2004 by our Founder, Jim Hitt.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | First Fidelity TAX And Insurancefirstfidelityamerica.com HQ: New Braunfels, TX, United StatesReported employees: 11-50 | New Braunfels, TX, United States | 11-50 | Exact match | 17 contacts → |
“First Fidelity Tax & Insurance analyzes banks and other leading financial institutions throughout the country to find the best possible return for its clients on: Certificate of…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Anders Retirement & Investment Advisorsandersretirement.com HQ: Winter Park, FL, United StatesReported employees: 11-50 | Winter Park, FL, United States | 11-50 | Exact match | 16 contacts → |
“Anders Retirement & Investment Advisors is a full-service financial company with main offices located in New Smyrna Beach, FL, and Winter Park, FL.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Cardinal Advisorscardinalguide.com HQ: Durham, NC, United StatesReported employees: 11-50 | Durham, NC, United States | 11-50 | Exact match | 15 contacts → |
“Cardinal Advisors can help you sort out the confusion around long-term care, Medicare, Social Security, IRAs, life insurance, and taxes.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 447 company matches
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Individual retirement account providers: dataset insights
September 20, 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
447 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured 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 447 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: September 20, 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 ↗
Questions about this company list
What does Exact match mean for individual retirement account providers?
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 individual retirement account providers did RevenueBase find based in the United States?
The saved snapshot records 447 matching company records, 17,074 tracked contacts and 5,888 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: September 20, 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
Cite this list
RevenueBase Data Team. Top 25 individual retirement account providers based in the United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/individual-retirement-account-providers/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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