Company lists · Data refreshed September 2026
Top 23 Pension and retirement consulting firms based in Jacksonville, United States
RevenueBase identified 42 pension and retirement consulting firms headquartered in Jacksonville, United States as of September 2026 and tracks 253 professional contacts across them, including 97 with verified work emails. Across the United States, New York is the largest hub for this category (160 companies); Jacksonville has 42.
This list covers pension and retirement consulting firms headquartered in Jacksonville, 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.
The 23 largest pension and retirement consulting firms based in Jacksonville, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 33 contacts → | ||||
Indirect evidence “At Aegis, we provide advanced financial advice and services throughout the country.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 2 | 27 contacts → | ||||
Partial evidence “Retirement Solutions Specialists provides qualified retirement plan consultation and administration for owner-only, small businesses, corporations, public entities and non-profit…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 3 | 15 contacts → | ||||
Indirect evidence “We are a conservative financial services company located in the Jacksonville, FL area.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 4 | 13 contacts → | ||||
Indirect evidence “First Coast Financial Group, Inc.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 12 contacts → | ||||
Indirect evidence “Each of our clients has a unique story to tell and we take the time up front to get to know you as well as your financial needs.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 6 | 10 contacts → | ||||
Indirect evidence “Capital Analysts of Jacksonville is a fee-based financial planning and wealth management firm.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 7 | 8 contacts → | ||||
Partial evidence “At Jacksonville Wealth Management (JaxWealth) we specialize in comprehensive investment management and retirement planning for families, retirees, and business owners.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 8 | 8 contacts → | ||||
Indirect evidence “Montoya Financial Strategies (formally known as Montoya and Associates) is a partner firm of Baldwin Krystyn Sherman Partners (BKS-Partners) that specializes in wealth management…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 9 | 6 contacts → | ||||
Indirect evidence “We provide comprehensive financial planning services tailored to the wants and needs of our clients.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 10 | 5 contacts → | ||||
Partial evidence “Wolf Retirement Navigation is an independent broad-spectrum financial advisory firm built upon the premise of maintaining a client-centered approach.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 11 | 5 contacts → | ||||
Indirect evidence “RFW Wealth Advisors is a Jacksonville, Florida based independent financial services firm with a financial planning focus and institutional investment philosophy.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 12 | 4 contacts → | ||||
Indirect evidence “Gold Tree Financial is an independent financial services firm dedicated to assisting clients with their greatest financial concerns.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 13 | 4 contacts → | ||||
Indirect evidence “Our Story D.S.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 14 | 3 contacts → | ||||
Indirect evidence “At St.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 15 | 3 contacts → | ||||
Indirect evidence “Our team's combined experience, credentials, and knowledge of a wide range of products and services allow our firm to provide top-quality, cost-effective financial strategies that…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 16 | 2 contacts → | ||||
Indirect evidence “PARAGON.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 17 | 2 contacts → | ||||
Indirect evidence “Our mission is to get to know and understand your needs, wants, and long-term goals.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 18 | 2 contacts → | ||||
Indirect evidence “Financial planning company headquartered in Jacksonville, Florida.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 19 | 2 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 20 | 1 contacts → | ||||
Indirect evidence “At Tusk Financial Planning, we provide comprehensive financial planning and investment management for military service members, women and families, and retirees / pre-retirees in…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 21 | 1 contacts → | ||||
Indirect evidence “Do you hope to make work optional before age 65?” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 22 | 1 contacts → | ||||
Indirect evidence “Passion and Integrity are the key ingredients when it comes to the mission of Barnett Wealth Advisors (BWA).” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 23 | 1 contacts → | ||||
Partial evidence “Wealth management services focused on mid-career professionals balancing the need to save for retirement, education and savings.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
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 23 of 42 pension and retirement consulting firms based in Jacksonville, United States
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Pension and retirement consulting firms based in Jacksonville, United States at a glance
As of Sep 29, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Jacksonville, so it is reported there. Company counts and contact totals on this page are exact for Jacksonville, over 42 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 Jacksonville, 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 Jacksonville 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, 97 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 in the United States
- Pension and retirement consulting firms in New York160
- Pension and retirement consulting firms in Houston128
- Pension and retirement consulting firms in Atlanta101
- Pension and retirement consulting firms in Dallas88
- Pension and retirement consulting firms in Chicago87
- Pension and retirement consulting firms in San Diego84
- Pension and retirement consulting firms in Scottsdale81
- Pension and retirement consulting firms in Charlotte78
- Pension and retirement consulting firms in Austin69
- Pension and retirement consulting firms in Cincinnati64
- Pension and retirement consulting firms in Denver64
- Pension and retirement consulting firms in Portland60
- Pension and retirement consulting firms in Tampa60
- Pension and retirement consulting firms in Overland Park52
- Pension and retirement consulting firms in Raleigh51
- Pension and retirement consulting firms in Los Angeles50
- Pension and retirement consulting firms in Phoenix49
- Pension and retirement consulting firms in Greenville47
- Pension and retirement consulting firms in Columbia46
- Pension and retirement consulting firms in Columbus46
- Pension and retirement consulting firms in Pittsburgh46
- Pension and retirement consulting firms in San Antonio46
- Pension and retirement consulting firms in Rochester45
- Pension and retirement consulting firms in Irvine44
- Pension and retirement consulting firms in Indianapolis41
- Pension and retirement consulting firms in Miami41
- Pension and retirement consulting firms in Las Vegas40
- Pension and retirement consulting firms in Newport Beach40
- Pension and retirement consulting firms in San Francisco40
- Pension and retirement consulting firms in Boca Raton39
- Pension and retirement consulting firms in Seattle39
- Pension and retirement consulting firms in Fort Lauderdale38
- Pension and retirement consulting firms in Minneapolis38
- Pension and retirement consulting firms in Boston37
- Pension and retirement consulting firms in Troy37
- Pension and retirement consulting firms in Omaha36
- Pension and retirement consulting firms in Springfield36
- Pension and retirement consulting firms in Grand Rapids33
- Pension and retirement consulting firms in Lexington33
- Pension and retirement consulting firms in Madison33
- Pension and retirement consulting firms in Richmond33
- Pension and retirement consulting firms in Fort Worth32
- Pension and retirement consulting firms in Greenwood Village32
- Pension and retirement consulting firms in Wilmington32
- Pension and retirement consulting firms in Bellevue31
- Pension and retirement consulting firms in Plano31
- Pension and retirement consulting firms in Birmingham30
- Pension and retirement consulting firms in Colorado Springs30
- Pension and retirement consulting firms in Lafayette29
- Pension and retirement consulting firms in Louisville29
- Pension and retirement consulting firms in Tucson29
- Pension and retirement consulting firms in Knoxville28
- Pension and retirement consulting firms in Nashville28
- Pension and retirement consulting firms in Orlando28
- Pension and retirement consulting firms in Sarasota28
- Pension and retirement consulting firms in Virginia Beach28
- Pension and retirement consulting firms in Charleston27
- Pension and retirement consulting firms in Cleveland27
- Pension and retirement consulting firms in Lincoln26
- Pension and retirement consulting firms in Tulsa26
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 Jacksonville, United States?
RevenueBase identified 42 pension and retirement consulting firms headquartered in Jacksonville, 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?
Aegis Consulting Group, LLC, headquartered in Jacksonville, tops this list with the largest team on record.
Which city in the United States has the most pension and retirement consulting firms?
New York leads the United States with 160 headquartered companies, followed by Houston (128) and Atlanta (101). Jacksonville has 42.
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 97 verified decision-maker contacts tracked across these 42 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.
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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.
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