Company lists · Data refreshed September 2026

Top 25 Pension consulting firms based in the United States

RevenueBase identified 768 company matches for pension consulting firms associated with 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 company matches for pension 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 5, 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 5, 2026 How this list was built
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 company matches for pension consulting firms based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 5, 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.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchNew York, NY, United StatesHQ recorded Sep 5, 202610001+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 5, 2026 · View company records in RevenueBase
2Exact matchSeattle, WA, United StatesHQ recorded Sep 5, 20261,001-5,0004,350 contacts →

Exact match

“Milliman is among the world’s largest independent actuarial and consulting firms.”

Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
3Exact matchRaleigh, NC, United StatesHQ recorded Sep 5, 20261,001-5,0001,768 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 5, 2026 · View company records in RevenueBase
4Exact matchNew York, NY, United StatesHQ recorded Sep 5, 20261,001-5,0001,149 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 5, 2026 · View company records in RevenueBase
5Exact matchGlastonbury, CT, United StatesHQ recorded Sep 5, 2026501-1,000453 contacts →

Exact match

“USI Consulting Group (USICG), an industry leading, full-service retirement plan consulting and benefits administration firm, has been helping employers enable their workforce to…”

Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
6Exact matchWestwood, MA, United StatesHQ recorded Sep 5, 2026201-500259 contacts →

Exact match

“Meketa Investment Group is an independent, full-service investment consulting and advisory firm.”

Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
7Exact matchCary, NC, United StatesHQ recorded Sep 5, 2026201-500231 contacts →

Exact match

“From 401(k) plan design and administration, compliance and actuarial consulting, to pension outsourcing, recordkeeping and 3(16) fiduciary services, Definiti helps organizations…”

Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
8Exact matchHouston, TX, United StatesHQ recorded Sep 5, 202651-200213 contacts →

Exact match

“Nova 401(k) Associates provides third party administration services for 401(k) plans and actuarial services for defined benefit and cash balance plans.”

Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
9Exact matchTampa, FL, United StatesHQ recorded Sep 5, 202651-200213 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
10Exact matchWaco, TX, United StatesHQ recorded Sep 5, 2026201-500197 contacts →

Exact match

“For over 30 years, JULY has helped financial advisors, TPAs, and employers build stronger retirement futures.”

Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
11Exact matchCarpinteria, CA, United StatesHQ recorded Sep 5, 202651-200191 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 5, 2026 · View company records in RevenueBase
12Exact matchChicago, IL, United StatesHQ recorded Sep 5, 2026201-500178 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
13Exact matchRochester, NY, United StatesHQ recorded Sep 5, 2026201-500175 contacts →

Exact match

“EPIC Retirement Plan Services provides banks, trust companies, investment advisors, and TPAs with the very best in retirement plan consulting and recordkeeping services.”

Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
14Exact matchAllen, TX, United StatesHQ recorded Sep 5, 202651-200168 contacts →

Exact match

“Lewis & Ellis combines deep industry knowledge with specialized expertise in healthcare and health insurance, life insurance and financial services, employee benefits, and…”

Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
15Exact matchAppleton, WI, United StatesHQ recorded Sep 5, 2026201-500142 contacts →

Exact match

“As a national retirement services company, The Retirement Advantage (TRA) provides third party administration and fiduciary services to plan sponsors, financial advisors, wealth…”

Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
16Exact matchPortland, OR, United StatesHQ recorded Sep 5, 202651-200139 contacts →

Exact match

“RVK is a national firm with headquarters in Portland, OR and regional offices in Boise, ID; Chicago, IL; and New York, NY.”

Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
17Exact matchMarina Del Rey, CA, United StatesHQ recorded Sep 5, 202651-200132 contacts →

Exact match

“Linea Solutions provides information technology and management consulting Services for pension and benefit funds and insurance and workers' compensation organizations across the…”

Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
18Exact matchTowson, MD, United StatesHQ recorded Sep 5, 202651-200117 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
19Exact matchIndianapolis, IN, United StatesHQ recorded Sep 5, 202651-200116 contacts →

Exact match

“At Strategic Retirement Partners, our mission and philosophy is simple; Help drive positive retirement outcomes for all who participate by providing investment guidance to…”

Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
20Exact matchMclean, VA, United StatesHQ recorded Sep 5, 202651-200100 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
21Exact matchNew York, NY, United StatesHQ recorded Sep 5, 202651-20093 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
22Exact matchSouthfield, MI, United StatesHQ recorded Sep 5, 202651-20093 contacts →

Exact match

“Founded in 1938, Gabriel, Roeder, Smith & Company (GRS) is a national actuarial and benefits consulting firm.”

Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
23Exact matchHouston, TX, United StatesHQ recorded Sep 5, 202651-20092 contacts →

Exact match

“The Loren D.”

Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
24Exact matchSan Mateo, CA, United StatesHQ recorded Sep 5, 202611-5091 contacts →

Exact match

“Primark Benefits provides complete administration, compliance, and consulting services for all types of employee benefit plans.”

Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
25Exact matchIndianapolis, IN, United StatesHQ recorded Sep 5, 20265,001-10,00083 contacts →

Exact match

“Nyhart, founded in 1943 by Howard Nyhart, is a distinguished national actuarial and retirement firm with a rich history of serving a diverse clientele.”

Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase

Showing 25 of 768 pension consulting firms based in the United States

See the full list, filter by size, metro and specialty, and access 19,911 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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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
57
201-500
13
501-1,000
1
1,001-5,000
10
5,001-10,000
1
10001+
3

Freshness & accuracy

How recently the business emails on this list were verified

Email last verified

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 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 19,911 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 5, 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 “pension consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 768 company matches for pension 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?

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

Which city has the most pension consulting firms?

New York leads with 16 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 19,911 professional contacts with verified work emails tracked across these 768 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 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 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.