Company lists · Data refreshed September 2026
Top 25 Retirement plan advisors based in South Africa
RevenueBase identified 706 retirement plan advisors headquartered in South Africa as of September 2026 and tracks 25,244 professional contacts across them, including 7,884 with verified work emails. Johannesburg is the largest hub.
This list covers retirement plan advisors headquartered in South Africa, 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 21, 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.
The 25 largest retirement plan advisors based in South Africa
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,173 contacts → | ||||
Indirect evidence “We offer a comprehensive wealth management service, designed to meet your needs as an individual, family or business.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 2 | 791 contacts → | ||||
Indirect evidence “Sasfin Wealth is now Otto1890 and we are investment specialists.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 3 | 403 contacts → | ||||
Indirect evidence “At attooh!” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 4 | 401 contacts → | ||||
Indirect evidence “Welcome to Hereford Group!” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 5 | 386 contacts → | ||||
Partial evidence “NMG Benefits is a financial advisory firm that provides unbiased advice, fosters industry competition, and simplifies complex financial matters.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 6 | 379 contacts → | ||||
Indirect evidence “Far more than specialist wealth managers, we’re here to secure and grow your wealth, so that you have the freedom to choose the size of your dreams and the content of your next…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 7 | 326 contacts → | ||||
Indirect evidence “With us, investing is personal.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 8 | 309 contacts → | ||||
Indirect evidence “Let's journey together.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 9 | 239 contacts → | ||||
Indirect evidence “Curo is a proudly South African investment administration services provider, focused on providing a wide range of cost effective outsourced investment management solutions, using…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 10 | 199 contacts → | ||||
Indirect evidence “Strategy + 1.618 = Perfect Wealth The 1.618 Golden Ratio is the structure for perfect synergy and growth, which is why we have personally adopted this principle as a firm.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 11 | 115 contacts → | ||||
Indirect evidence “You CREATE the memories, we INSURE the journey.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 12 | 109 contacts → | ||||
Indirect evidence “At Private Wealth Management we build partnerships.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 13 | 106 contacts → | ||||
Indirect evidence “GCI Wealth is a boutique financial planning and investment group dedicated to ensuring that your future, secured whilst at the same time addressing the potential lifestyle…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 14 | 89 contacts → | ||||
Indirect evidence “Secure Your Financial Future with Expert Tax Services, Accounting, Investment & Insurance Solutions.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 15 | 88 contacts → | ||||
Partial evidence “Chartered Wealth Solutions is an award winning retirement planning business which specialises in helping people merge their money to a unique and authentic life in retirement.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 16 | 87 contacts → | ||||
Indirect evidence “We are an independent financial services company with a national footprint.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 17 | 67 contacts → | ||||
Indirect evidence “We are a 100% black-owned financial services company on a mission to help secure financial freedom for our clients, through innovative and flexible financial solutions.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 18 | 62 contacts → | ||||
Indirect evidence “We began doing what we do in August 2006 and have since built a team of over 100 independent financial planners, some of whom are contracted to Kestrel – an Oracle subsidiary that…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 19 | 59 contacts → | ||||
Partial evidence “Foord Asset Management has been consistently growing retirement savings since 1981.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 20 | 59 contacts → | ||||
Indirect evidence “Consolidated Wealth, is a privately owned wealth management company.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 21 | 53 contacts → | ||||
Indirect evidence “In the past 10 years, Africa Direct has served over 20 public servants in creating their own personal wealth.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 22 | 52 contacts → | ||||
Indirect evidence “Fiduciary Services, Life Insurance, Investments, Group Benefits, and more.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 23 | 52 contacts → | ||||
Indirect evidence “Skilled financial planning not only serves as a solid foundation for the future, but also helps you to utilize your resources more effectively.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 24 | 49 contacts → | ||||
Indirect evidence “Ascor™ Group of Companies - Independent Wealth Managers.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 25 | 47 contacts → | ||||
Indirect evidence “Origin’s slogan proclaims that we are COMMITTED TO YOU.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
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: retirement plan 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 retirement plan advisors.
- Partial evidence
- Its own public description names part of retirement plan advisors, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name retirement plan 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 706 retirement plan advisors based in South Africa
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Retirement plan advisors based in South Africa at a glance
As of Sep 21, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for South Africa, so it is reported there. Company counts and contact totals on this page are exact for South Africa, over 706 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 retirement plan 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 South Africa whose own description of what they do matches “retirement plan 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 retirement plan 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 retirement plan advisors, and records with no verified work email. Companies headquartered outside South Africa 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, 7,884 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 21, 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.
Retirement plan 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 retirement plan 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 retirement plan advisors are there based in South Africa?
RevenueBase identified 706 retirement plan advisors headquartered in South Africa 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?
PSG Wealth, headquartered in Waterfall, tops this list with the largest team on record.
Which city has the most retirement plan advisors?
Johannesburg leads with 138 headquartered companies, followed by Cape Town (85) and Pretoria (47).
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 7,884 verified decision-maker contacts tracked across these 706 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 21, 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.
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