Company lists · Data refreshed September 2026

Top 25 Pension fund investment advisors based in the United States

Name: Pension fund investment advisors based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 2,237 companies tracked

RevenueBase identified 2,237 pension fund investment advisors headquartered in the United States as of September 2026 and tracks 46,219 professional contacts across them, including 21,156 with verified work emails. New York is the largest hub.

This list covers pension fund investment advisors 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 20, 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 20, 2026 86% judged on-target in blind review

2,237Companies

46,219Contacts tracked

21,156Verified emails

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The 25 largest pension fund investment advisors based in the United States

Ranked by team size

Top 25 of 2,237 pension fund investment advisors based in the United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to pension fund investment advisors: 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	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	10001+	20,868 contacts →
	Partial 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 20, 2026
2	Cambridge Associates	Strong evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	1,001-5,000	1,792 contacts →
	Strong evidence “We are a global investment firm that aims to help pension plans, endowments & foundations, healthcare systems, and private clients achieve their investment goals and maximize…” Source: RevenueBase Database · checked Sep 20, 2026
3	Captrust	Strong evidence	Raleigh, NC, United StatesHQ checked Sep 20, 2026	1,001-5,000	1,768 contacts →
	Strong 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 20, 2026
4	AKSIA	Strong evidence	New York, NY, United StatesHQ checked Sep 20, 2026	201-500	463 contacts →
	Strong evidence “Aksia LLC, together with its wholly owned subsidiaries (collectively, “Aksia”) provides specialist alternative investment research and portfolio advisory solutions to…” Source: RevenueBase Database · checked Sep 20, 2026
5	Nepc, LLC	Partial evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	201-500	463 contacts →
	Partial evidence “NEPC, LLC is a full-service, investment consulting firm, serving more than 400 clients with over $1.9T assets under advisement.” Source: RevenueBase Database · checked Sep 20, 2026
6	USI Consulting Group	Indirect evidence	Glastonbury, CT, United StatesHQ checked Sep 20, 2026	501-1,000	453 contacts →
	Indirect 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 20, 2026
7	Raymond James & Associates, INC	Strong evidence	Saint Petersburg, FL, United StatesHQ checked Sep 20, 2026	10001+	404 contacts →
	Strong evidence “Our professional financial advisors provide financial services for individuals looking for retirement planning, investment advice, and wealth management.” Source: RevenueBase Database · checked Sep 20, 2026
8	Hartford Investment Management Co. Himco	Partial evidence	Hartford, CT, United StatesHQ checked Sep 20, 2026	201-500	312 contacts →
	Partial evidence “Hartford Investment Management Company (HIMCO) has been providing investment advice for over 40 years.” Source: RevenueBase Database · checked Sep 20, 2026
9	Meketa Investment Group	Strong evidence	Westwood, MA, United StatesHQ checked Sep 20, 2026	201-500	259 contacts →
	Strong evidence “Meketa Investment Group is an independent, full-service investment consulting and advisory firm.” Source: RevenueBase Database · checked Sep 20, 2026
10	Definiti LLC	Partial evidence	Cary, NC, United StatesHQ checked Sep 20, 2026	201-500	231 contacts →
	Partial 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 20, 2026
11	Callan	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 20, 2026	51-200	201 contacts →
	Partial evidence “Callan was founded as an employee-owned investment consulting firm in 1973.” Source: RevenueBase Database · checked Sep 20, 2026
12	World Investment Advisors	Strong evidence	Lincroft, NJ, United StatesHQ checked Sep 20, 2026	501-1,000	193 contacts →
	Strong evidence “World Investment Advisors, formerly Pensionmark Financial Group, is a network of more than 600 advisors and staff across more than 130 U.S.” Source: RevenueBase Database · checked Sep 20, 2026
13	Planmember Financial Corporation	Indirect evidence	Carpinteria, CA, United StatesHQ checked Sep 20, 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 20, 2026
14	ALM First	Partial evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	51-200	162 contacts →
	Partial evidence “ALM First is a leading, trusted strategic partner for financial advisory services.” Source: RevenueBase Database · checked Sep 20, 2026
15	Third Point LLC	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	154 contacts →
	Partial evidence “Third Point LLC (“Third Point”) is an SEC-registered investment adviser based in New York City.” Source: RevenueBase Database · checked Sep 20, 2026
16	Rvk, INC	Indirect evidence	Portland, OR, United StatesHQ checked Sep 20, 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 20, 2026
17	Meeder Investment Management	Partial evidence	Dublin, OH, United StatesHQ checked Sep 20, 2026	51-200	137 contacts →
	Partial evidence “Meeder Investment Management has helped clients successfully reach their financial goals since 1974.” Source: RevenueBase Database · checked Sep 20, 2026
18	Fort Washington Investment Advisors, INC	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 20, 2026	51-200	134 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
19	Apella Wealth	Indirect evidence	West Hartford, CT, United StatesHQ checked Sep 20, 2026	51-200	129 contacts →
	Indirect evidence “At Apella, our focus is You.” Source: RevenueBase Database · checked Sep 20, 2026
20	NWPS	Partial evidence	Seattle, WA, United StatesHQ checked Sep 20, 2026	51-200	123 contacts →
	Partial evidence “Advisors want a retirement plan provider who gets their client's needs, takes care of the details and offers proactive support.” Source: RevenueBase Database · checked Sep 20, 2026
21	Strategic Retirement Partners	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	51-200	116 contacts →
	Partial 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 20, 2026
22	Kovitz	Partial evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	201-500	110 contacts →
	Partial evidence “Kovitz connects high net worth individuals, institutions and financial professionals to customized asset management and advisory strategies.” Source: RevenueBase Database · checked Sep 20, 2026
23	Risk International, An Artex Company	Indirect evidence	Fairlawn, OH, United StatesHQ checked Sep 20, 2026	51-200	101 contacts →
	Indirect evidence “Risk International has now rebranded as Artex.” Source: RevenueBase Database · checked Sep 20, 2026
24	Trajan Wealth LLC	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	51-200	98 contacts →
	Strong evidence “Trajan Wealth is a Family Office Trajan Wealth is a Registered Investment Advisor (RIA) and family office offering integrated wealth management, tax planning, estate planning…” Source: RevenueBase Database · checked Sep 20, 2026
25	Ffec Wealth Partners	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	51-200	95 contacts →
	Indirect evidence “As we grow, we retain our belief in a conservative, well-diversified, long-term approach to investing.” Source: RevenueBase Database · checked Sep 20, 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 fund investment advisors. 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 fund investment advisors.
Partial evidence: Its own public description names part of pension fund investment advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name pension fund investment advisors. 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 2,237 pension fund investment advisors based in the United States

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Pension fund investment advisors based in the United States at a glance

As of Sep 20, 2026

45.8%Verified-email coverage

20.7Average contacts per company

1-10Median size (employees)

2.6%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

1,637

11-50

483

51-200

201-500

501-1,000

1,001-5,000

10001+

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 2,237 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 fund investment advisors, 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 fund investment advisors”. 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 fund investment advisors), 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 fund investment advisors, 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, 21,156 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 20, 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 fund investment advisors by metro

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 fund investment advisors, 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 fund investment advisors are there based in the United States?

RevenueBase identified 2,237 pension fund investment advisors 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 fund investment advisors?

New York leads with 58 headquartered companies, followed by Houston (36) and Chicago (31).

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 21,156 verified decision-maker contacts tracked across these 2,237 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 20, 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.