Bfi Financial

BFI Financial is a financial services company focused entirely on the retirement services industry.

Financial Services

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Headquarters: Irvine, California, United StatesSource: RevenueBaseRetrieved October 13, 2026
Employee range: 51 to 200Source: RevenueBaseRetrieved October 13, 2026
Published list appearances: 3 supported appearances ↗Source: RevenueBase lists

The company at a glance

What does Bfi Financial do?

The company says its recordkeeping ecosystem reduces retirement plan servicing costs and passes those savings to participants.

Based on the company’s public LinkedIn information, supplied through RevenueBase.

Who it serves

The company offers retirement recordkeeping directly to plan sponsors.

What the business offers

Services & capabilities.

Retirement recordkeeping

The company provides this service directly to plan sponsors.

Source: LinkedIn company description · Retrieved October 13, 2026

Retirement service provider offerings

The company offers retirement service providers a suite of products and services, with strategic automation intended to provide a lower cost of operation.

Source: LinkedIn company description · Retrieved October 13, 2026

Explore the business in context

Company lists.

Supported appearances on published RevenueBase lists, including available memberships beyond displayed rankings.

#7OF 25

Irvine

401k plan advisors

Snapshot: September 18, 2026

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#14OF 25

Irvine

Retirement planning companies

Snapshot: September 18, 2026

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#17OF 25

Irvine

Retirement planning services

Snapshot: September 20, 2026

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Positions describe ordering within each source list. See how lists are built ↗

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Bfi Financial

#7 401k plan advisors

Snapshot: September 18, 2026

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<a href="https://revenuebase.ai/companies/401k-plan-advisors/united-states/irvine" target="_blank" rel="nofollow noopener">
  <img src="https://revenuebase.ai/companies/profiles/bfiholdings/recognition-companies-401k-plan-advisors-united-states-irvine-20260919-0a4273af0e9c5d9ae48396e96668de243508272e5ede4e672d080db8cdd509c6.svg" alt="Bfi Financial listed #7 on 401k plan advisors, September 18, 2026" width="220" height="319" style="max-width:100%;height:auto;" />
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Sources & data notes.

RevenueBase prepared this profile from the company’s public LinkedIn information and RevenueBase company data. These source records were retrieved on October 13, 2026. AI helped summarize these sources, with a separate automated check against the source text completed on November 3, 2026. Directory positions use company-contact counts from separate saved list snapshots dated September 18, 2026 and September 20, 2026. How the company lists are built.

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