Company lists · Data refreshed September 2026

Top 25 Pension and retirement consulting firms based in the United States

Name: Pension and retirement consulting firms based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 10,391 companies tracked

RevenueBase identified 10,391 company matches for pension and retirement consulting firms associated with the United States as of September 2026 and tracks 218,615 professional contacts across them, including 86,014 with verified work emails. New York is the largest hub.

This list covers company matches for pension and retirement consulting firms 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 29, 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 Sep 29, 2026 How this list was built

10,391Companies

218,615Contacts tracked

86,014Verified emails

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The 25 largest pension and retirement consulting firms based in the United States

Ranked by team size

Top 25 of 10,391 company matches for pension and retirement consulting firms based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 29, 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	Merrill Lynch	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	10001+	32,808 contacts →
	Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
2	Mercer	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	10001+	20,868 contacts →
	Exact match “At Mercer, A Marsh business, we’re helping our clients realize their investment objectives, shape the future of work, and enhance health and retirement outcomes for their people.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
3	TIAA	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	10001+	12,678 contacts →
	Exact match “At TIAA, we believe everyone has the right to retire with dignity.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
4	Transamerica	Exact match	Baltimore, IL, United StatesHQ recorded Sep 29, 2026	5,001-10,000	11,582 contacts →
	Exact match “Longer lifespans are changing the way we exist.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
5	Empower	Exact match	Greenwood Village, CO, United StatesHQ recorded Sep 29, 2026	10001+	9,313 contacts →
	Exact match “At Empower, we’ve always been guided by strong values with a focus on helping people achieve the financial freedom they deserve.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
6	Voya Financial	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	10001+	5,499 contacts →
	Exact match “Voya Financial, Inc.(NYSE: VOYA), is a leading retirement, employee benefits and investment management company.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
7	Milliman	Exact match	Seattle, WA, United StatesHQ recorded Sep 29, 2026	1,001-5,000	4,350 contacts →
	Exact match “Milliman is among the world’s largest independent actuarial and consulting firms.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
8	Jackson	Exact match	Lansing, MI, United StatesHQ recorded Sep 29, 2026	1,001-5,000	3,204 contacts →
	Exact match “Jackson® (NYSE: JXN) is committed to helping clarify the complexity of retirement planning – for financial professionals and their clients.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
9	Equitable	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	5,001-10,000	3,090 contacts →
	Exact match “Equitable is one of America’s leading financial services companies.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
10	AXA US	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	5,001-10,000	2,813 contacts →
	Exact match “AXA Equitable Life is a wholly-owned indirect subsidiary of AXA Equitable Holdings, Inc.(NYSE: EQH).” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
11	Symetra	Exact match	Bellevue, WA, United StatesHQ recorded Sep 29, 2026	1,001-5,000	2,501 contacts →
	Exact match “Symetra is a financial services company offering retirement solutions, life insurance and employee benefits that help you plan well, be well and live well.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
12	Wilmington Trust	Exact match	Wilmington, DE, United StatesHQ recorded Sep 29, 2026	1,001-5,000	1,951 contacts →
	Exact match “Wilmington Trust has built deep and lasting relationships, put our clients first, and provided innovative advice for complex situations.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
13	Captrust	Exact match	Raleigh, NC, United StatesHQ recorded Sep 29, 2026	1,001-5,000	1,768 contacts →
	Exact match “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
14	Truist Wealth	Exact match	Charlotte, NC, United StatesHQ recorded Sep 29, 2026	1,001-5,000	1,661 contacts →
	Exact match “Building wealth.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
15	Edelman Financial Engines	Exact match	Santa Clara, CA, United StatesHQ recorded Sep 29, 2026	1,001-5,000	1,482 contacts →
	Exact match “For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
16	Goldman Sachs Ayco	Exact match	Cohoes, NY, United StatesHQ recorded Sep 29, 2026	1,001-5,000	1,452 contacts →
	Exact match “Goldman Sachs Ayco is an industry leader of company-sponsored financial planning benefits with corporate partnerships at ~500 companies, including over 50% of the Fortune 100.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
17	Focus Partners	Exact match	St. Louis, MO, United StatesHQ recorded Sep 29, 2026	1,001-5,000	1,249 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 · Sep 29, 2026 · View company records in RevenueBase
18	World Insurance Associates LLC	Exact match	Iselin, NJ, United StatesHQ recorded Sep 29, 2026	1,001-5,000	1,181 contacts →
	Exact match “World is a leading financial services organization that uses its vast resources and industry expertise to empower people to make informed decisions to improve their risk…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
19	SEGAL	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	1,001-5,000	1,149 contacts →
	Exact match “Segal is a leading employee-owned consulting firm with more than 1,100 professionals across North America, including 150+ credentialed actuaries.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
20	Waddell & Reed	Exact match	Shawnee Mission, KS, United StatesHQ recorded Sep 29, 2026	1,001-5,000	1,112 contacts →
	Exact match “On April 30, 2021, Macquarie Asset Management, the asset management division of Macquarie Group, acquired Waddell & Reed Financial, Inc.’s investment management business including…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
21	Mutual Of America Financial Group	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	1,001-5,000	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 29, 2026 · View company records in RevenueBase
22	Bernstein Private Wealth Management	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	1,001-5,000	837 contacts →
	Exact match “We partner and serve as our clients’ financial confidante, using real-world experience and impactful insights to help them solve increasingly complex challenges that extend well…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
23	TAX & Financial Group	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 29, 2026	n/a	810 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 · Sep 29, 2026 · View company records in RevenueBase
24	VALIC	Exact match	Houston, TX, United StatesHQ recorded Sep 29, 2026	1,001-5,000	722 contacts →
	Exact match “Corebridge Financial” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
25	Security Benefit	Exact match	Topeka, KS, United StatesHQ recorded Sep 29, 2026	501-1,000	686 contacts →
	Exact match “Saving for a confident, comfortable retirement is one of the best things individuals can do for their long-term financial and emotional well-being.” Recorded in the RevenueBase company graph · Sep 29, 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 “pension and retirement consulting firms”. 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 10,391 pension and retirement consulting firms based in the United States

See the full list, filter by size, metro and specialty, and access 86,014 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Pension and retirement consulting firms based in the United States at a glance

As of Sep 29, 2026

39.3%Verified-email coverage

21.0Average contacts per company

1-10Median size (employees)

1.6%Largest-city concentration · New York

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

7,732

11-50

2,068

51-200

380

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 10,391 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 “pension and retirement consulting firms” 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 86,014 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 29, 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.

Pension and retirement consulting firms 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 “pension and retirement consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many pension and retirement consulting firms are there based in the United States?

RevenueBase identified 10,391 company matches for pension and retirement consulting firms 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?

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

Which city has the most pension and retirement consulting firms?

New York leads with 162 company records, followed by Houston (128) and Atlanta (101).

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 86,014 professional contacts with verified work emails tracked across these 10,391 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 29, 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.