Company lists · Data refreshed September 2026

Top 25 Pension consulting firms based in the United States

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, how directly it supports the match, 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 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 HQ checked on every row Match evidence 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. Evidence rates how directly each company's own description names pension consulting firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#CompanyHeadquartersEmployeesContacts
1
MercerIndirect evidence
New York, NY, United StatesHQ checked Sep 5, 202610001+20,868

“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: company website · checked Sep 5, 2026
2
MillimanPartial evidence
Seattle, WA, United StatesHQ checked Sep 5, 20261,001-5,0004,350

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

Source: company website · checked Sep 5, 2026
3
CaptrustIndirect evidence
Raleigh, NC, United StatesHQ checked Sep 5, 20261,001-5,0001,768

“CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.”

Source: company website · checked Sep 5, 2026
4
SEGALPartial evidence
New York, NY, United StatesHQ checked Sep 5, 20261,001-5,0001,149

“Segal is a leading employee-owned consulting firm with more than 1,100 professionals across North America, including 150+ credentialed actuaries.”

Source: company website · checked Sep 5, 2026
5
USI Consulting GroupPartial evidence
Glastonbury, CT, United StatesHQ checked Sep 5, 2026501-1,000453

“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: company website · checked Sep 5, 2026
6
Meketa Investment GroupPartial evidence
Westwood, MA, United StatesHQ checked Sep 5, 2026201-500259

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

Source: company website · checked Sep 5, 2026
7
Definiti LLCStrong evidence
Cary, NC, United StatesHQ checked Sep 5, 2026201-500231

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

Source: company website · checked Sep 5, 2026
8
Nova 401 K AssociatesIndirect evidence
Houston, TX, United StatesHQ checked Sep 5, 202651-200213

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

Source: company website · checked Sep 5, 2026
9
Wakely Consulting GroupPartial evidence
Tampa, FL, United StatesHQ checked Sep 5, 202651-200213

“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: company website · checked Sep 5, 2026
10
July Business ServicesIndirect evidence
Waco, TX, United StatesHQ checked Sep 5, 2026201-500197

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

Source: company website · checked Sep 5, 2026
11Carpinteria, CA, United StatesHQ checked Sep 5, 202651-200191

“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: company website · checked Sep 5, 2026
12
October Three ConsultingPartial evidence
Chicago, IL, United StatesHQ checked Sep 5, 2026201-500178

“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: company website · checked Sep 5, 2026
13Rochester, NY, United StatesHQ checked Sep 5, 2026201-500175

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

Source: company website · checked Sep 5, 2026
14
Lewis & EllisIndirect evidence
Allen, TX, United StatesHQ checked Sep 5, 202651-200168

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

Source: company website · checked Sep 5, 2026
15Appleton, WI, United StatesHQ checked Sep 5, 2026201-500142

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

Source: company website · checked Sep 5, 2026
16
Rvk, INCIndirect evidence
Portland, OR, United StatesHQ checked Sep 5, 202651-200139

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

Source: company website · checked Sep 5, 2026
17
Linea SolutionsStrong evidence
Marina Del Rey, CA, United StatesHQ checked Sep 5, 202651-200132

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

Source: company website · checked Sep 5, 2026
18
BoltonPartial evidence
Towson, MD, United StatesHQ checked Sep 5, 202651-200117

“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: company website · checked Sep 5, 2026
19Indianapolis, IN, United StatesHQ checked Sep 5, 202651-200116

“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: company website · checked Sep 5, 2026
20
CheironIndirect evidence
Mclean, VA, United StatesHQ checked Sep 5, 202651-200100

“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: company website · checked Sep 5, 2026
21
Segal Marco AdvisorsPartial evidence
New York, NY, United StatesHQ checked Sep 5, 202651-20093

“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: company website · checked Sep 5, 2026
22Southfield, MI, United StatesHQ checked Sep 5, 202651-20093

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

Source: company website · checked Sep 5, 2026
23
Loren D. Stark CompanyIndirect evidence
Houston, TX, United StatesHQ checked Sep 5, 202651-20092

“The Loren D.”

Source: company website · checked Sep 5, 2026
24
Primark BenefitsPartial evidence
San Mateo, CA, United StatesHQ checked Sep 5, 202611-5091

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

Source: company website · checked Sep 5, 2026
25Indianapolis, IN, United StatesHQ checked Sep 5, 20265,001-10,00083

“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: company website · checked Sep 5, 2026

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
1-10Median size (employees)
New YorkLargest hub · 16 HQs
12,635Contacts with mobile numbers
Sep 5, 2026Data 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

Verified emails by last verification

0–30
18,281
31–60
1,320
61–90
7
90–180
2
180+
301

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 evidence 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 SmartSearch, 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.
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 an evidence 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

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 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.