Company lists · Data refreshed September 2026

Top 25 Retirement plan advisors based in the United States

Name: Retirement plan 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 21, 2026 22,138 companies tracked

RevenueBase identified 22,138 company matches for retirement plan advisors associated with the United States as of September 2026 and tracks 515,150 professional contacts across them, including 210,531 with verified work emails. New York is the largest hub.

This list covers company matches for retirement plan advisors associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 21, 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 RevenueBase SmartSearch · Exact Recorded Sep 21, 2026 How this list was built

22,138Companies

515,150Contacts tracked

210,531Verified emails

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The 25 largest retirement plan advisors based in the United States

Ranked by team size

Top 25 of 22,138 company matches for retirement plan advisors based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 21, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Edward Jones	Exact match	St. Louis, MO, United StatesHQ recorded Sep 21, 2026	10001+	42,985 contacts →
	Exact match “Edward Jones is a leading North American financial services firm in the U.S.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
2	Northwestern Mutual	Exact match	Milwaukee, WI, United StatesHQ recorded Sep 21, 2026	n/a	38,382 contacts →
	Exact match “At Northwestern Mutual, our financial advisors are ready to meet you where you are and stay with you long-term.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
3	Merrill Lynch	Exact match	New York, NY, United StatesHQ recorded Sep 21, 2026	10001+	32,808 contacts →
	Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
4	Vanguard	Exact match	Valley Forge, PA, United StatesHQ recorded Sep 21, 2026	10001+	24,672 contacts →
	Exact match “We are a community of 50 million who think-and feel-differently about investing.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
5	Ameriprise Financial Services, LLC	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 21, 2026	5,001-10,000	24,283 contacts →
	Exact match “At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
6	Mercer	Exact match	New York, NY, United StatesHQ recorded Sep 21, 2026	10001+	20,868 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
7	Principal Financial Group	Exact match	Des Moines, IA, United StatesHQ recorded Sep 21, 2026	10001+	17,118 contacts →
	Exact match “Principal Financial Group® is dedicated to improving the wealth and well-being of people and businesses around the world-helping more than 75M customers plan, protect, invest, and…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
8	Wells Fargo Advisors	Exact match	St. Louis, MO, United StatesHQ recorded Sep 21, 2026	10001+	13,910 contacts →
	Exact match “With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
9	TIAA	Exact match	New York, NY, United StatesHQ recorded Sep 21, 2026	10001+	12,678 contacts →
	Exact match “At TIAA, we believe everyone has the right to retire with dignity.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
10	Transamerica	Exact match	Baltimore, IL, United StatesHQ recorded Sep 21, 2026	5,001-10,000	11,582 contacts →
	Exact match “Longer lifespans are changing the way we exist.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
11	Empower	Exact match	Greenwood Village, CO, United StatesHQ recorded Sep 21, 2026	10001+	9,313 contacts →
	Exact match “At Empower, we’ve always been guided by strong values with a focus on helping people achieve the financial freedom they deserve.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
12	Voya Financial	Exact match	New York, NY, United StatesHQ recorded Sep 21, 2026	10001+	5,499 contacts →
	Exact match “Voya Financial, Inc.(NYSE: VOYA), is a leading retirement, employee benefits and investment management company.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
13	Corebridge Financial	Exact match	Houston, TX, United StatesHQ recorded Sep 21, 2026	5,001-10,000	3,815 contacts →
	Exact match “Corebridge Financial is one of the largest and most established providers of retirement solutions and life insurance products in the United States, with a long and proven track…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
14	Jackson	Exact match	Lansing, MI, United StatesHQ recorded Sep 21, 2026	1,001-5,000	3,204 contacts →
	Exact match “Jackson® (NYSE: JXN) is committed to helping clarify the complexity of retirement planning – for financial professionals and their clients.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
15	Equitable	Exact match	New York, NY, United StatesHQ recorded Sep 21, 2026	5,001-10,000	3,090 contacts →
	Exact match “Equitable is one of America’s leading financial services companies.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
16	AXA US	Exact match	New York, NY, United StatesHQ recorded Sep 21, 2026	5,001-10,000	2,813 contacts →
	Exact match “AXA Equitable Life is a wholly-owned indirect subsidiary of AXA Equitable Holdings, Inc.(NYSE: EQH).” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
17	Janney Montgomery Scott LLC	Exact match	Philadelphia, United StatesHQ recorded Sep 21, 2026	1,001-5,000	2,611 contacts →
	Exact match “Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
18	Symetra	Exact match	Bellevue, WA, United StatesHQ recorded Sep 21, 2026	1,001-5,000	2,501 contacts →
	Exact match “Symetra is a financial services company offering retirement solutions, life insurance and employee benefits that help you plan well, be well and live well.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
19	Wilmington Trust	Exact match	Wilmington, DE, United StatesHQ recorded Sep 21, 2026	1,001-5,000	1,951 contacts →
	Exact match “Wilmington Trust has built deep and lasting relationships, put our clients first, and provided innovative advice for complex situations.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
20	Mariner	Exact match	Overland Park, KS, United StatesHQ recorded Sep 21, 2026	1,001-5,000	1,828 contacts →
	Exact match “Your wealth plan shouldn’t sit still.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
21	Captrust	Exact match	Raleigh, NC, United StatesHQ recorded Sep 21, 2026	1,001-5,000	1,768 contacts →
	Exact match “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
22	Rockefeller Capital Management	Exact match	New York, DE, United StatesHQ recorded Sep 21, 2026	1,001-5,000	1,663 contacts →
	Exact match “At Rockefeller Capital Management, we aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and cutting-edge technology to help…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
23	Truist Wealth	Exact match	Charlotte, NC, United StatesHQ recorded Sep 21, 2026	1,001-5,000	1,661 contacts →
	Exact match “Building wealth.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
24	Wealth Enhancement	Exact match	Plymouth, MN, United StatesHQ recorded Sep 21, 2026	1,001-5,000	1,516 contacts →
	Exact match “In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
25	Cerity Partners	Exact match	New York, NY, United StatesHQ recorded Sep 21, 2026	1,001-5,000	1,491 contacts →
	Exact match “Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “retirement plan advisors”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 22,138 retirement plan advisors based in the United States

See the full list, filter by size, metro and specialty, and access 210,531 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Retirement plan advisors based in the United States at a glance

As of Sep 21, 2026

40.9%Verified-email coverage

23.3Average contacts per company

1-10Median size (employees)

1.8%Largest-city concentration · New York

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

16,363

11-50

4,476

51-200

859

201-500

190

501-1,000

1,001-5,000

5,001-10,000

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 22,138 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

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: Company records associated with the United States whose business descriptions match “retirement plan advisors” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 210,531 professional contacts with verified work emails across the full matched dataset. 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.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Retirement plan advisors by metro

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “retirement plan advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many retirement plan advisors are there based in the United States?

RevenueBase identified 22,138 company matches for retirement plan advisors associated with the United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Edward Jones tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most retirement plan advisors?

New York leads with 404 company records, followed by Houston (260) and Atlanta (253).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 210,531 professional contacts with verified work emails tracked across these 22,138 companies; direct dials are available where recorded.

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 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.