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.
The 25 largest pension consulting firms based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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, 2026Thanks. The Data Team will review it. | |||||
| 2 | 4,350 | ||||
“Milliman is among the world’s largest independent actuarial and consulting firms.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 3 | 1,768 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 4 | 1,149 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 5 | 453 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 6 | 259 | ||||
“Meketa Investment Group is an independent, full-service investment consulting and advisory firm.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 7 | 231 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 8 | Nova 401 K AssociatesIndirect evidence | 213 | |||
“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, 2026Thanks. The Data Team will review it. | |||||
| 9 | 213 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 10 | July Business ServicesIndirect evidence | 197 | |||
“For over 30 years, JULY has helped financial advisors, TPAs, and employers build stronger retirement futures.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 11 | Planmember Financial CorporationIndirect evidence | 191 | |||
“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, 2026Thanks. The Data Team will review it. | |||||
| 12 | 178 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 13 | Epic Retirement Plan ServicesPartial evidence | 175 | |||
“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, 2026Thanks. The Data Team will review it. | |||||
| 14 | 168 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 15 | The Retirement Advantage, Inc. TRAIndirect evidence | 142 | |||
“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, 2026Thanks. The Data Team will review it. | |||||
| 16 | 139 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 17 | 132 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 18 | 117 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 19 | 116 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 20 | 100 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 21 | 93 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 22 | Gabriel, Roeder, Smith & CompanyPartial evidence | 93 | |||
“Founded in 1938, Gabriel, Roeder, Smith & Company (GRS) is a national actuarial and benefits consulting firm.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 23 | 92 | ||||
“The Loren D.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 24 | Primark BenefitsPartial evidence | 91 | |||
“Primark Benefits provides complete administration, compliance, and consulting services for all types of employee benefit plans.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 25 | Nyhart, Part Of Futureplan By AscensusIndirect evidence | 83 | |||
“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, 2026Thanks. The Data Team will review it. | |||||
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, 2026Companies by employee count
Verified emails by last verification
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.
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