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 pension and retirement consulting firms headquartered in 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 pension and retirement consulting firms headquartered in the 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 29, 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 29, 2026 86% judged on-target in blind review

10,391Companies

218,615Contacts tracked

86,014Verified emails

Explore this list → Free signup · no credit card · 500 free credits

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

Ranked by team size

Top 25 of 10,391 pension and retirement consulting firms based in the United States, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to pension and retirement 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Merrill Lynch	Indirect evidence	New York, NY, United StatesHQ checked Sep 29, 2026	10001+	32,808 contacts →
	Indirect evidence “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Source: RevenueBase Database · checked Sep 29, 2026
2	Mercer	Partial evidence	New York, NY, United StatesHQ checked Sep 29, 2026	10001+	20,868 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 29, 2026
3	TIAA	Indirect evidence	New York, NY, United StatesHQ checked Sep 29, 2026	10001+	12,678 contacts →
	Indirect evidence “At TIAA, we believe everyone has the right to retire with dignity.” Source: RevenueBase Database · checked Sep 29, 2026
4	Transamerica	Indirect evidence	Baltimore, IL, United StatesHQ checked Sep 29, 2026	5,001-10,000	11,582 contacts →
	Indirect evidence “Longer lifespans are changing the way we exist.” Source: RevenueBase Database · checked Sep 29, 2026
5	Empower	Indirect evidence	Greenwood Village, CO, United StatesHQ checked Sep 29, 2026	10001+	9,313 contacts →
	Indirect evidence “At Empower, we’ve always been guided by strong values with a focus on helping people achieve the financial freedom they deserve.” Source: RevenueBase Database · checked Sep 29, 2026
6	Voya Financial	Partial evidence	New York, NY, United StatesHQ checked Sep 29, 2026	10001+	5,499 contacts →
	Partial evidence “Voya Financial, Inc.(NYSE: VOYA), is a leading retirement, employee benefits and investment management company.” Source: RevenueBase Database · checked Sep 29, 2026
7	Milliman	Partial evidence	Seattle, WA, United StatesHQ checked Sep 29, 2026	1,001-5,000	4,350 contacts →
	Partial evidence “Milliman is among the world’s largest independent actuarial and consulting firms.” Source: RevenueBase Database · checked Sep 29, 2026
8	Jackson	Partial evidence	Lansing, MI, United StatesHQ checked Sep 29, 2026	1,001-5,000	3,204 contacts →
	Partial evidence “Jackson® (NYSE: JXN) is committed to helping clarify the complexity of retirement planning – for financial professionals and their clients.” Source: RevenueBase Database · checked Sep 29, 2026
9	Equitable	Indirect evidence	New York, NY, United StatesHQ checked Sep 29, 2026	5,001-10,000	3,090 contacts →
	Indirect evidence “Equitable is one of America’s leading financial services companies.” Source: RevenueBase Database · checked Sep 29, 2026
10	AXA US	Indirect evidence	New York, NY, United StatesHQ checked Sep 29, 2026	5,001-10,000	2,813 contacts →
	Indirect evidence “AXA Equitable Life is a wholly-owned indirect subsidiary of AXA Equitable Holdings, Inc.(NYSE: EQH).” Source: RevenueBase Database · checked Sep 29, 2026
11	Symetra	Partial evidence	Bellevue, WA, United StatesHQ checked Sep 29, 2026	1,001-5,000	2,501 contacts →
	Partial evidence “Symetra is a financial services company offering retirement solutions, life insurance and employee benefits that help you plan well, be well and live well.” Source: RevenueBase Database · checked Sep 29, 2026
12	Wilmington Trust	Indirect evidence	Wilmington, DE, United StatesHQ checked Sep 29, 2026	1,001-5,000	1,951 contacts →
	Indirect evidence “Wilmington Trust has built deep and lasting relationships, put our clients first, and provided innovative advice for complex situations.” Source: RevenueBase Database · checked Sep 29, 2026
13	Captrust	Partial evidence	Raleigh, NC, United StatesHQ checked Sep 29, 2026	1,001-5,000	1,768 contacts →
	Partial evidence “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Source: RevenueBase Database · checked Sep 29, 2026
14	Truist Wealth	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 29, 2026	1,001-5,000	1,661 contacts →
	Indirect evidence “Building wealth.” Source: RevenueBase Database · checked Sep 29, 2026
15	Edelman Financial Engines	Indirect evidence	Santa Clara, CA, United StatesHQ checked Sep 29, 2026	1,001-5,000	1,482 contacts →
	Indirect evidence “For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.” Source: RevenueBase Database · checked Sep 29, 2026
16	Goldman Sachs Ayco	Indirect evidence	Cohoes, NY, United StatesHQ checked Sep 29, 2026	1,001-5,000	1,452 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 29, 2026
17	Focus Partners	Indirect evidence	St. Louis, MO, United StatesHQ checked Sep 29, 2026	1,001-5,000	1,249 contacts →
	Indirect evidence “Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.” Source: RevenueBase Database · checked Sep 29, 2026
18	World Insurance Associates LLC	Indirect evidence	Iselin, NJ, United StatesHQ checked Sep 29, 2026	1,001-5,000	1,181 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 29, 2026
19	SEGAL	Partial evidence	New York, NY, United StatesHQ checked Sep 29, 2026	1,001-5,000	1,149 contacts →
	Partial evidence “Segal is a leading employee-owned consulting firm with more than 1,100 professionals across North America, including 150+ credentialed actuaries.” Source: RevenueBase Database · checked Sep 29, 2026
20	Waddell & Reed	Indirect evidence	Shawnee Mission, KS, United StatesHQ checked Sep 29, 2026	1,001-5,000	1,112 contacts →
	Indirect evidence “On April 30, 2021, Macquarie Asset Management, the asset management division of Macquarie Group, acquired Waddell & Reed Financial, Inc.’s investment management business including…” Source: RevenueBase Database · checked Sep 29, 2026
21	Mutual Of America Financial Group	Partial evidence	New York, NY, United StatesHQ checked Sep 29, 2026	1,001-5,000	1,064 contacts →
	Partial evidence “Mutual of America Financial Group is a leading provider of retirement products, services and investments to individuals and organizations.” Source: RevenueBase Database · checked Sep 29, 2026
22	Bernstein Private Wealth Management	Indirect evidence	New York, NY, United StatesHQ checked Sep 29, 2026	1,001-5,000	837 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 29, 2026
23	TAX & Financial Group	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 29, 2026	n/a	810 contacts →
	Indirect evidence “Tax & Financial Group (TFG) is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security.” Source: RevenueBase Database · checked Sep 29, 2026
24	VALIC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 29, 2026	1,001-5,000	722 contacts →
	Indirect evidence “Corebridge Financial” Source: RevenueBase Database · checked Sep 29, 2026
25	Security Benefit	Partial evidence	Topeka, KS, United StatesHQ checked Sep 29, 2026	501-1,000	686 contacts →
	Partial evidence “Saving for a confident, comfortable retirement is one of the best things individuals can do for their long-term financial and emotional well-being.” Source: RevenueBase Database · checked Sep 29, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: pension and retirement consulting firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names pension and retirement consulting firms.
Partial evidence: Its own public description names part of pension and retirement consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name pension and retirement consulting firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

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 get verified emails and direct dials for all 86,014 reachable decision-makers.

Free signup · no credit card

View the full list →

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)

1.5%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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among pension and retirement 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 the United States whose own description of what they do matches “pension and retirement 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 pension and retirement 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 pension and retirement consulting firms, and records with no verified work email. Companies headquartered outside United States 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, 86,014 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 29, 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.

Pension and retirement consulting firms by metro

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

RevenueBase identified 10,391 pension and retirement consulting firms headquartered in the 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?

Merrill Lynch, headquartered in New York, tops this list with the largest team on record.

Which city has the most pension and retirement consulting firms?

New York leads with 160 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 86,014 verified decision-maker contacts tracked across these 10,391 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 29, 2026.

Ready to reach these companies? Verified emails and direct dials for all 10,391 pension and retirement consulting firms based in the United States. Start with a free account, no credit card.

Download this list →

Related lists

Pension and retirement consulting firms by geography

Browse the directory

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.