Company lists · Data refreshed September 2026

Top 25 Pension consulting firms based in the United States

Name: Pension 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 5, 2026 768 companies tracked

RevenueBase identified 768 pension consulting firms headquartered in the United States as of September 2026 and tracks 37,551 professional contacts across them, including 19,911 with verified work emails and 12,635 with mobile numbers. New York is the largest hub.

This list covers pension 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 5, 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 5, 2026 86% judged on-target in blind review

768Companies

37,551Contacts tracked

19,911Verified emails

12,635Mobile numbers

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The 25 largest pension consulting firms based in the United States

Ranked by team size

Top 25 of 768 pension consulting firms based in the United States, ranked by team size, largest first. Data refreshed Sep 5, 2026. RevenueBase Smart Search rates how each company's information relates to pension 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	Mercer	Indirect evidence	New York, NY, United StatesHQ checked Sep 5, 2026	10001+	20,868 contacts →
	Indirect 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 5, 2026
2	Milliman	Partial evidence	Seattle, WA, United StatesHQ checked Sep 5, 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 5, 2026
3	Captrust	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 5, 2026	1,001-5,000	1,768 contacts →
	Indirect 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 5, 2026
4	SEGAL	Partial evidence	New York, NY, United StatesHQ checked Sep 5, 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 5, 2026
5	USI Consulting Group	Partial evidence	Glastonbury, CT, United StatesHQ checked Sep 5, 2026	501-1,000	453 contacts →
	Partial evidence “USI Consulting Group (USICG), an industry leading, full-service retirement plan consulting and benefits administration firm, has been helping employers enable their workforce to…” Source: RevenueBase Database · checked Sep 5, 2026
6	Meketa Investment Group	Partial evidence	Westwood, MA, United StatesHQ checked Sep 5, 2026	201-500	259 contacts →
	Partial evidence “Meketa Investment Group is an independent, full-service investment consulting and advisory firm.” Source: RevenueBase Database · checked Sep 5, 2026
7	Definiti LLC	Strong evidence	Cary, NC, United StatesHQ checked Sep 5, 2026	201-500	231 contacts →
	Strong evidence “From 401(k) plan design and administration, compliance and actuarial consulting, to pension outsourcing, recordkeeping and 3(16) fiduciary services, Definiti helps organizations…” Source: RevenueBase Database · checked Sep 5, 2026
8	Nova 401 K Associates	Indirect evidence	Houston, TX, United StatesHQ checked Sep 5, 2026	51-200	213 contacts →
	Indirect evidence “Nova 401(k) Associates provides third party administration services for 401(k) plans and actuarial services for defined benefit and cash balance plans.” Source: RevenueBase Database · checked Sep 5, 2026
9	Wakely Consulting Group	Partial evidence	Tampa, FL, United StatesHQ checked Sep 5, 2026	51-200	213 contacts →
	Partial evidence “Going Beyond the Numbers At Wakely Consulting Group, an HMA company, our mission is to provide the utmost in professional actuarial, health care reform consulting and value-added…” Source: RevenueBase Database · checked Sep 5, 2026
10	July Business Services	Indirect evidence	Waco, TX, United StatesHQ checked Sep 5, 2026	201-500	197 contacts →
	Indirect evidence “For over 30 years, JULY has helped financial advisors, TPAs, and employers build stronger retirement futures.” Source: RevenueBase Database · checked Sep 5, 2026
11	Planmember Financial Corporation	Indirect evidence	Carpinteria, CA, United StatesHQ checked Sep 5, 2026	51-200	191 contacts →
	Indirect evidence “Headquartered in Carpinteria, California just south of Santa Barbara, PlanMember Financial Corporation is a leader in the retirement planning market with more than 500…” Source: RevenueBase Database · checked Sep 5, 2026
12	October Three Consulting	Partial evidence	Chicago, IL, United StatesHQ checked Sep 5, 2026	201-500	178 contacts →
	Partial evidence “October Three Consulting, LLC is a full service actuarial, consulting and technology firm that is a leading force behind the reemergence of defined benefit plans across the…” Source: RevenueBase Database · checked Sep 5, 2026
13	Epic Retirement Plan Services	Partial evidence	Rochester, NY, United StatesHQ checked Sep 5, 2026	201-500	175 contacts →
	Partial evidence “EPIC Retirement Plan Services provides banks, trust companies, investment advisors, and TPAs with the very best in retirement plan consulting and recordkeeping services.” Source: RevenueBase Database · checked Sep 5, 2026
14	Lewis & Ellis	Indirect evidence	Allen, TX, United StatesHQ checked Sep 5, 2026	51-200	168 contacts →
	Indirect evidence “Lewis & Ellis combines deep industry knowledge with specialized expertise in healthcare and health insurance, life insurance and financial services, employee benefits, and…” Source: RevenueBase Database · checked Sep 5, 2026
15	The Retirement Advantage, Inc. TRA	Indirect evidence	Appleton, WI, United StatesHQ checked Sep 5, 2026	201-500	142 contacts →
	Indirect evidence “As a national retirement services company, The Retirement Advantage (TRA) provides third party administration and fiduciary services to plan sponsors, financial advisors, wealth…” Source: RevenueBase Database · checked Sep 5, 2026
16	Rvk, INC	Indirect evidence	Portland, OR, United StatesHQ checked Sep 5, 2026	51-200	139 contacts →
	Indirect evidence “RVK is a national firm with headquarters in Portland, OR and regional offices in Boise, ID; Chicago, IL; and New York, NY.” Source: RevenueBase Database · checked Sep 5, 2026
17	Linea Solutions	Strong evidence	Marina Del Rey, CA, United StatesHQ checked Sep 5, 2026	51-200	132 contacts →
	Strong evidence “Linea Solutions provides information technology and management consulting Services for pension and benefit funds and insurance and workers' compensation organizations across the…” Source: RevenueBase Database · checked Sep 5, 2026
18	Bolton	Partial evidence	Towson, MD, United StatesHQ checked Sep 5, 2026	51-200	117 contacts →
	Partial evidence “We are a full service employee benefits, actuarial, investment, compensation, and HR consulting firm with over 40 years of experience providing consulting services to clients in…” Source: RevenueBase Database · checked Sep 5, 2026
19	Strategic Retirement Partners	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 5, 2026	51-200	116 contacts →
	Indirect evidence “At Strategic Retirement Partners, our mission and philosophy is simple; Help drive positive retirement outcomes for all who participate by providing investment guidance to…” Source: RevenueBase Database · checked Sep 5, 2026
20	Cheiron	Indirect evidence	Mclean, VA, United StatesHQ checked Sep 5, 2026	51-200	100 contacts →
	Indirect evidence “Cheiron (pronounced ki´• ron) is an employee-owned, full-service actuarial and financial consultancy, advising a national client base of public employers, Taft-Hartley plans…” Source: RevenueBase Database · checked Sep 5, 2026
21	Segal Marco Advisors	Partial evidence	New York, NY, United StatesHQ checked Sep 5, 2026	51-200	93 contacts →
	Partial evidence “Segal Marco Advisors is one of the largest, SEC-registered, employee-owned investment consulting firms in the US, in business for more than 55 years.” Source: RevenueBase Database · checked Sep 5, 2026
22	Gabriel, Roeder, Smith & Company	Partial evidence	Southfield, MI, United StatesHQ checked Sep 5, 2026	51-200	93 contacts →
	Partial evidence “Founded in 1938, Gabriel, Roeder, Smith & Company (GRS) is a national actuarial and benefits consulting firm.” Source: RevenueBase Database · checked Sep 5, 2026
23	Loren D. Stark Company	Indirect evidence	Houston, TX, United StatesHQ checked Sep 5, 2026	51-200	92 contacts →
	Indirect evidence “The Loren D.” Source: RevenueBase Database · checked Sep 5, 2026
24	Primark Benefits	Partial evidence	San Mateo, CA, United StatesHQ checked Sep 5, 2026	11-50	91 contacts →
	Partial evidence “Primark Benefits provides complete administration, compliance, and consulting services for all types of employee benefit plans.” Source: RevenueBase Database · checked Sep 5, 2026
25	Nyhart, Part Of Futureplan By Ascensus	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 5, 2026	5,001-10,000	83 contacts →
	Indirect evidence “Nyhart, founded in 1943 by Howard Nyhart, is a distinguished national actuarial and retirement firm with a rich history of serving a diverse clientele.” Source: RevenueBase Database · checked Sep 5, 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 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 consulting firms.
Partial evidence: Its own public description names part of pension 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 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 768 pension consulting firms based in the United States

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Pension consulting firms based in the United States at a glance

As of Sep 5, 2026

53.0%Verified-email coverage

33.6%Mobile-number coverage

48.9Average contacts per company

1-10Median size (employees)

2.1%Largest-city concentration · New York

Sep 5, 2026Page data refreshed

Companies by employee count

1-10

410

11-50

272

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Freshness & accuracy

How recently the business emails on this list were verified

Email last verified

18,2810–30

1,32031–60

761–90

290–180

301180+

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 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 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 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 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, 19,911 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 5, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names pension 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 consulting firms are there based in the United States?

RevenueBase identified 768 pension 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?

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

Which city has the most pension consulting firms?

New York leads with 16 headquartered companies, followed by Houston (14) and San Diego (11).

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 19,911 verified decision-maker contacts tracked across these 768 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 5, 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.