Company lists · Data refreshed November 2026
Top 25 Retirement plan consultants based in the United States
RevenueBase identified 1,791 company matches for retirement plan consultants associated with the United States as of November 2026 and tracks 48,752 professional contacts across them, including 19,324 with verified work emails. Houston is the largest hub.
This list covers company matches for retirement plan consultants 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 November 6, 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 retirement plan consultants based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 13,350 contacts → | ||||
Exact match “At TIAA, we believe everyone has the right to retire with dignity.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 12,182 contacts → | ||||
Exact match “Longer lifespans are changing the way we exist.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 1,889 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 928 contacts → | ||||
Exact match “Human Interest is founded on a simple idea: Affordable, zero-transaction fee 401(k) plans for small and medium businesses.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 474 contacts → | ||||
Exact match “USI Consulting Group (USICG), an industry leading, full-service retirement plan consulting and benefits administration firm, has been helping employers enable their workforce to…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 390 contacts → | ||||
Exact match “ICMA-RC has changed its name to MissionSquare Retirement, effective June 2021.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 379 contacts → | ||||
Exact match “PCS Retirement is one of the nation's largest independent and conflict-free retirement solution providers.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 327 contacts → | ||||
Exact match “All your retirement, employee benefits, and institutional trust solutions-conveniently in one place.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 313 contacts → | ||||
Exact match “Pentegra is a leading provider of retirement plan and fiduciary outsourcing solutions nationwide.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 310 contacts → | ||||
Exact match “DMBA is a non-profit organization that administers welfare and financial benefits for employees of our participating employers.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 309 contacts → | ||||
Exact match “PAi provides 401(k) retirement savings solutions to small businesses nationwide.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 246 contacts → | ||||
Exact match “From 401(k) plan design and administration, compliance and actuarial consulting, to pension outsourcing, recordkeeping and 3(16) fiduciary services, Definiti helps organizations…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 234 contacts → | ||||
Exact match “The Retirement Plan Company (TRPC) delivers comprehensive recordkeeping and administration services to retirement plan sponsors, investment advisors, and third-party…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 219 contacts → | ||||
Exact match “Nova 401(k) Associates provides third party administration services for 401(k) plans and actuarial services for defined benefit and cash balance plans.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 218 contacts → | ||||
Exact match “Economic Group Pension Services (EGPS), a Blue Ridge Company, delivers retirement plan administration and consulting services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 212 contacts → | ||||
Exact match “Headquartered in Carpinteria, California just south of Santa Barbara, PlanMember Financial Corporation is a leader in the retirement planning market with more than 500…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 209 contacts → | ||||
Exact match “For over 30 years, JULY has helped financial advisors, TPAs, and employers build stronger retirement futures.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 192 contacts → | ||||
Exact match “World Investment Advisors, formerly Pensionmark Financial Group, is a network of more than 600 advisors and staff across more than 130 U.S.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 188 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 188 contacts → | ||||
Exact match “EPIC Retirement Plan Services provides banks, trust companies, investment advisors, and TPAs with the very best in retirement plan consulting and recordkeeping services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 164 contacts → | ||||
Exact match “Thank you for visiting our company page!” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 155 contacts → | ||||
Exact match “As a national retirement services company, The Retirement Advantage (TRA) provides third party administration and fiduciary services to plan sponsors, financial advisors, wealth…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 150 contacts → | ||||
Exact match “RVK is a national firm with headquarters in Portland, OR and regional offices in Boise, ID; Chicago, IL; and New York, NY.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 129 contacts → | ||||
Exact match “Advisors want a retirement plan provider who gets their client's needs, takes care of the details and offers proactive support.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 121 contacts → | ||||
Exact match “At Strategic Retirement Partners, our mission and philosophy is simple; Help drive positive retirement outcomes for all who participate by providing investment guidance to…” Recorded in the RevenueBase company graph · Nov 6, 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 consultants”. 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 1,791 retirement plan consultants based in the United States
See the full list, filter by size, metro and specialty, and access 19,324 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Retirement plan consultants based in the United States at a glance
As of Nov 6, 2026Companies by employee count
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 1,791 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 consultants” 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 19,324 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 November 6, 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 consultants 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 consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many retirement plan consultants are there based in the United States?
RevenueBase identified 1,791 company matches for retirement plan consultants associated with the United States as of November 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?
TIAA tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most retirement plan consultants?
Houston leads with 31 company records, followed by Atlanta (23) and New York (22).
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 19,324 professional contacts with verified work emails tracked across these 1,791 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 November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 1,791 retirement plan consultants based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Retirement plan consultants by geography
- Retirement plan consultants based in Paris, France
- Retirement plan consultants based in Houston, United States
- Retirement plan consultants based in Brazil
- Retirement plan consultants based in Canada
- Retirement plan consultants based in France
- Retirement plan consultants based in Germany
- Retirement plan consultants based in the Netherlands
- Retirement plan consultants based in South Africa
- Retirement plan consultants based in Switzerland
- Retirement plan consultants based in the United Kingdom
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Retirement plan consultants based in Paris, France
- Retirement plan consultants based in Houston, United States
- Retirement plan consultants based in Brazil
- Retirement plan consultants based in Canada
- Retirement plan consultants based in France
- Retirement plan consultants based in Germany
Company intelligence · public preview
Top 25 retirement plan consultants based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 1,791 matching company records for retirement plan consultants based in the United States, with 48,752 tracked contacts and 19,324 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 retirement plan consultants based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  TIAAtiaa.orgHQ: New York, NC, United StatesReported employees: 10001+ | New York, NC, United States | 10001+ | Exact match | 13,350 contacts → |
“At TIAA, we believe everyone has the right to retire with dignity.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Transamericatransamerica.comHQ: Baltimore, IL, United StatesReported employees: 5,001-10,000 | Baltimore, IL, United States | 5,001-10,000 | Exact match | 12,182 contacts → |
“Longer lifespans are changing the way we exist.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Captrustcaptrust.comHQ: Raleigh, NC, United StatesReported employees: 1,001-5,000 | Raleigh, NC, United States | 1,001-5,000 | Exact match | 1,889 contacts → |
“CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Human Interesthumaninterest.comHQ: San Francisco, CA, United StatesReported employees: 501-1,000 | San Francisco, CA, United States | 501-1,000 | Exact match | 928 contacts → |
“Human Interest is founded on a simple idea: Affordable, zero-transaction fee 401(k) plans for small and medium businesses.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  USI Consulting Groupusicg.comHQ: Glastonbury, CT, United StatesReported employees: 501-1,000 | Glastonbury, CT, United States | 501-1,000 | Exact match | 474 contacts → |
“USI Consulting Group (USICG), an industry leading, full-service retirement plan consulting and benefits administration firm, has been helping employers enable their workforce to…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Icma-Rcicmarc.orgHQ: Washington, DC, United StatesReported employees: 501-1,000 | Washington, DC, United States | 501-1,000 | Exact match | 390 contacts → |
“ICMA-RC has changed its name to MissionSquare Retirement, effective June 2021.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  PCS Retirementpcsretirement.comHQ: Philadelphia, PA, United StatesReported employees: 201-500 | Philadelphia, PA, United States | 201-500 | Exact match | 379 contacts → |
“PCS Retirement is one of the nation's largest independent and conflict-free retirement solution providers.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | HQ: Utica, NY, United StatesReported employees: 201-500 | Utica, NY, United States | 201-500 | Exact match | 327 contacts → |
“All your retirement, employee benefits, and institutional trust solutions-conveniently in one place.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Pentegra Retirement Servicespentegra.comHQ: White Plains, NY, United StatesReported employees: 201-500 | White Plains, NY, United States | 201-500 | Exact match | 313 contacts → |
“Pentegra is a leading provider of retirement plan and fiduciary outsourcing solutions nationwide.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HQ: Salt Lake City, HI, United StatesReported employees: 201-500 | Salt Lake City, HI, United States | 201-500 | Exact match | 310 contacts → |
“DMBA is a non-profit organization that administers welfare and financial benefits for employees of our participating employers.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  PAI Retirement Servicesascensus.comHQ: De Pere, WI, United StatesReported employees: 51-200 | De Pere, WI, United States | 51-200 | Exact match | 309 contacts → |
“PAi provides 401(k) retirement savings solutions to small businesses nationwide.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Definiti LLCdefiniti.comHQ: Cary, NC, United StatesReported employees: 201-500 | Cary, NC, United States | 201-500 | Exact match | 246 contacts → |
“From 401(k) plan design and administration, compliance and actuarial consulting, to pension outsourcing, recordkeeping and 3(16) fiduciary services, Definiti helps organizations…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  The Retirement Plan Company, LLCtrpcweb.comHQ: Nashville, TN, United StatesReported employees: 501-1,000 | Nashville, TN, United States | 501-1,000 | Exact match | 234 contacts → |
“The Retirement Plan Company (TRPC) delivers comprehensive recordkeeping and administration services to retirement plan sponsors, investment advisors, and third-party…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Nova 401 K Associatesnova401k.comHQ: Houston, TX, United StatesReported employees: 51-200 | Houston, TX, United States | 51-200 | Exact match | 219 contacts → |
“Nova 401(k) Associates provides third party administration services for 401(k) plans and actuarial services for defined benefit and cash balance plans.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  EGPSegps.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 218 contacts → |
“Economic Group Pension Services (EGPS), a Blue Ridge Company, delivers retirement plan administration and consulting services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Planmember Financial Corporationplanmember.comHQ: Carpinteria, CA, United StatesReported employees: 51-200 | Carpinteria, CA, United States | 51-200 | Exact match | 212 contacts → |
“Headquartered in Carpinteria, California just south of Santa Barbara, PlanMember Financial Corporation is a leader in the retirement planning market with more than 500…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  July Business Servicesjulyservices.comHQ: Waco, TX, United StatesReported employees: 201-500 | Waco, TX, United States | 201-500 | Exact match | 209 contacts → |
“For over 30 years, JULY has helped financial advisors, TPAs, and employers build stronger retirement futures.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  World Investment Advisorsworldadvisors.comHQ: Lincroft, NJ, United StatesReported employees: 501-1,000 | Lincroft, NJ, United States | 501-1,000 | Exact match | 192 contacts → |
“World Investment Advisors, formerly Pensionmark Financial Group, is a network of more than 600 advisors and staff across more than 130 U.S.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  October Three Consultingoctoberthree.comHQ: Chicago, IL, United StatesReported employees: 201-500 | Chicago, IL, United States | 201-500 | Exact match | 188 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Epic Retirement Plan Servicesepicrps.comHQ: Rochester, ME, United StatesReported employees: 201-500 | Rochester, ME, United States | 201-500 | Exact match | 188 contacts → |
“EPIC Retirement Plan Services provides banks, trust companies, investment advisors, and TPAs with the very best in retirement plan consulting and recordkeeping services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  MAP Retirementmap401k.comHQ: Appleton, WI, United StatesReported employees: 51-200 | Appleton, WI, United States | 51-200 | Exact match | 164 contacts → |
“Thank you for visiting our company page!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  The Retirement Advantage, Inc. TRAtra401k.comHQ: Appleton, WI, United StatesReported employees: 201-500 | Appleton, WI, United States | 201-500 | Exact match | 155 contacts → |
“As a national retirement services company, The Retirement Advantage (TRA) provides third party administration and fiduciary services to plan sponsors, financial advisors, wealth…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Rvk, INCrvkinc.comHQ: Portland, IL, United StatesReported employees: 51-200 | Portland, IL, United States | 51-200 | Exact match | 150 contacts → |
“RVK is a national firm with headquarters in Portland, OR and regional offices in Boise, ID; Chicago, IL; and New York, NY.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  NWPSnwpsbenefits.comHQ: Seattle, WA, United StatesReported employees: 51-200 | Seattle, WA, United States | 51-200 | Exact match | 129 contacts → |
“Advisors want a retirement plan provider who gets their client's needs, takes care of the details and offers proactive support.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Strategic Retirement Partnerssrpretire.comHQ: Des Moines, IA, United StatesReported employees: 51-200 | Des Moines, IA, United States | 51-200 | Exact match | 121 contacts → |
“At Strategic Retirement Partners, our mission and philosophy is simple; Help drive positive retirement outcomes for all who participate by providing investment guidance to…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,791 company matches
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Retirement plan consultants: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
1,783 records in the displayed employee bands.
8 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 1,791 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Retirement plan consultants by metro
Questions about this company list
What does Exact match mean for retirement plan consultants?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many retirement plan consultants did RevenueBase find based in the United States?
The saved snapshot records 1,791 matching company records, 48,752 tracked contacts and 19,324 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Retirement plan consultants by geography
- Retirement plan consultants based in Paris, France
- Retirement plan consultants based in Houston, United States
- Retirement plan consultants based in Brazil
- Retirement plan consultants based in Canada
- Retirement plan consultants based in France
- Retirement plan consultants based in Germany
- Retirement plan consultants based in the Netherlands
- Retirement plan consultants based in South Africa
- Retirement plan consultants based in Switzerland
- Retirement plan consultants based in the United Kingdom
Cite this list
RevenueBase Data Team. Top 25 retirement plan consultants based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/retirement-plan-consultants/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Retirement plan consultants based in Paris, France
- Retirement plan consultants based in Houston, United States
- Retirement plan consultants based in Brazil
- Retirement plan consultants based in Canada
- Retirement plan consultants based in France
- Retirement plan consultants based in Germany
Company intelligence · public preview
Top 25 retirement plan consultants based in the United States
RevenueBase records 1,791 matching company records for retirement plan consultants based in the United States, with 48,752 tracked contacts and 19,324 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 retirement plan consultants based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | TIAAtiaa.org HQ: New York, NC, United StatesReported employees: 10001+ | New York, NC, United States | 10001+ | Exact match | 13,350 contacts → |
“At TIAA, we believe everyone has the right to retire with dignity.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Transamericatransamerica.com HQ: Baltimore, IL, United StatesReported employees: 5,001-10,000 | Baltimore, IL, United States | 5,001-10,000 | Exact match | 12,182 contacts → |
“Longer lifespans are changing the way we exist.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Captrustcaptrust.com HQ: Raleigh, NC, United StatesReported employees: 1,001-5,000 | Raleigh, NC, United States | 1,001-5,000 | Exact match | 1,889 contacts → |
“CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Human Interesthumaninterest.com HQ: San Francisco, CA, United StatesReported employees: 501-1,000 | San Francisco, CA, United States | 501-1,000 | Exact match | 928 contacts → |
“Human Interest is founded on a simple idea: Affordable, zero-transaction fee 401(k) plans for small and medium businesses.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | USI Consulting Groupusicg.com HQ: Glastonbury, CT, United StatesReported employees: 501-1,000 | Glastonbury, CT, United States | 501-1,000 | Exact match | 474 contacts → |
“USI Consulting Group (USICG), an industry leading, full-service retirement plan consulting and benefits administration firm, has been helping employers enable their workforce to…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Icma-Rcicmarc.org HQ: Washington, DC, United StatesReported employees: 501-1,000 | Washington, DC, United States | 501-1,000 | Exact match | 390 contacts → |
“ICMA-RC has changed its name to MissionSquare Retirement, effective June 2021.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | PCS Retirementpcsretirement.com HQ: Philadelphia, PA, United StatesReported employees: 201-500 | Philadelphia, PA, United States | 201-500 | Exact match | 379 contacts → |
“PCS Retirement is one of the nation's largest independent and conflict-free retirement solution providers.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | HQ: Utica, NY, United StatesReported employees: 201-500 | Utica, NY, United States | 201-500 | Exact match | 327 contacts → |
“All your retirement, employee benefits, and institutional trust solutions-conveniently in one place.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Pentegra Retirement Servicespentegra.com HQ: White Plains, NY, United StatesReported employees: 201-500 | White Plains, NY, United States | 201-500 | Exact match | 313 contacts → |
“Pentegra is a leading provider of retirement plan and fiduciary outsourcing solutions nationwide.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HQ: Salt Lake City, HI, United StatesReported employees: 201-500 | Salt Lake City, HI, United States | 201-500 | Exact match | 310 contacts → |
“DMBA is a non-profit organization that administers welfare and financial benefits for employees of our participating employers.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | PAI Retirement Servicesascensus.com HQ: De Pere, WI, United StatesReported employees: 51-200 | De Pere, WI, United States | 51-200 | Exact match | 309 contacts → |
“PAi provides 401(k) retirement savings solutions to small businesses nationwide.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Definiti LLCdefiniti.com HQ: Cary, NC, United StatesReported employees: 201-500 | Cary, NC, United States | 201-500 | Exact match | 246 contacts → |
“From 401(k) plan design and administration, compliance and actuarial consulting, to pension outsourcing, recordkeeping and 3(16) fiduciary services, Definiti helps organizations…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | The Retirement Plan Company, LLCtrpcweb.com HQ: Nashville, TN, United StatesReported employees: 501-1,000 | Nashville, TN, United States | 501-1,000 | Exact match | 234 contacts → |
“The Retirement Plan Company (TRPC) delivers comprehensive recordkeeping and administration services to retirement plan sponsors, investment advisors, and third-party…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Nova 401 K Associatesnova401k.com HQ: Houston, TX, United StatesReported employees: 51-200 | Houston, TX, United States | 51-200 | Exact match | 219 contacts → |
“Nova 401(k) Associates provides third party administration services for 401(k) plans and actuarial services for defined benefit and cash balance plans.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | EGPSegps.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 218 contacts → |
“Economic Group Pension Services (EGPS), a Blue Ridge Company, delivers retirement plan administration and consulting services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Planmember Financial Corporationplanmember.com HQ: Carpinteria, CA, United StatesReported employees: 51-200 | Carpinteria, CA, United States | 51-200 | Exact match | 212 contacts → |
“Headquartered in Carpinteria, California just south of Santa Barbara, PlanMember Financial Corporation is a leader in the retirement planning market with more than 500…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | July Business Servicesjulyservices.com HQ: Waco, TX, United StatesReported employees: 201-500 | Waco, TX, United States | 201-500 | Exact match | 209 contacts → |
“For over 30 years, JULY has helped financial advisors, TPAs, and employers build stronger retirement futures.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | World Investment Advisorsworldadvisors.com HQ: Lincroft, NJ, United StatesReported employees: 501-1,000 | Lincroft, NJ, United States | 501-1,000 | Exact match | 192 contacts → |
“World Investment Advisors, formerly Pensionmark Financial Group, is a network of more than 600 advisors and staff across more than 130 U.S.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | October Three Consultingoctoberthree.com HQ: Chicago, IL, United StatesReported employees: 201-500 | Chicago, IL, United States | 201-500 | Exact match | 188 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Epic Retirement Plan Servicesepicrps.com HQ: Rochester, ME, United StatesReported employees: 201-500 | Rochester, ME, United States | 201-500 | Exact match | 188 contacts → |
“EPIC Retirement Plan Services provides banks, trust companies, investment advisors, and TPAs with the very best in retirement plan consulting and recordkeeping services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | MAP Retirementmap401k.com HQ: Appleton, WI, United StatesReported employees: 51-200 | Appleton, WI, United States | 51-200 | Exact match | 164 contacts → |
“Thank you for visiting our company page!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | The Retirement Advantage, Inc. TRAtra401k.com HQ: Appleton, WI, United StatesReported employees: 201-500 | Appleton, WI, United States | 201-500 | Exact match | 155 contacts → |
“As a national retirement services company, The Retirement Advantage (TRA) provides third party administration and fiduciary services to plan sponsors, financial advisors, wealth…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Rvk, INCrvkinc.com HQ: Portland, IL, United StatesReported employees: 51-200 | Portland, IL, United States | 51-200 | Exact match | 150 contacts → |
“RVK is a national firm with headquarters in Portland, OR and regional offices in Boise, ID; Chicago, IL; and New York, NY.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | NWPSnwpsbenefits.com HQ: Seattle, WA, United StatesReported employees: 51-200 | Seattle, WA, United States | 51-200 | Exact match | 129 contacts → |
“Advisors want a retirement plan provider who gets their client's needs, takes care of the details and offers proactive support.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Strategic Retirement Partnerssrpretire.com HQ: Des Moines, IA, United StatesReported employees: 51-200 | Des Moines, IA, United States | 51-200 | Exact match | 121 contacts → |
“At Strategic Retirement Partners, our mission and philosophy is simple; Help drive positive retirement outcomes for all who participate by providing investment guidance to…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Retirement plan consultants: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
1,783 records in the displayed employee bands.
8 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 1,791 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Retirement plan consultants by metro
Questions about this company list
What does Exact match mean for retirement plan consultants?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many retirement plan consultants did RevenueBase find based in the United States?
The saved snapshot records 1,791 matching company records, 48,752 tracked contacts and 19,324 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 retirement plan consultants based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/retirement-plan-consultants/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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