Company lists · Data refreshed September 2026

Top 24 Retirement planning companies based in Fort Worth, United States

Name: Retirement planning companies based in Fort Worth, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 53 companies tracked

RevenueBase identified 53 company matches for retirement planning companies associated with Fort Worth, United States as of September 2026 and tracks 210 professional contacts across them, including 97 with verified work emails. Across the United States, New York is the largest hub for this category (242 companies); Fort Worth has 53.

This list covers company matches for retirement planning companies associated with Fort Worth, 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 19, 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 19, 2026 How this list was built

53Companies

210Contacts tracked

97Verified emails

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The 24 largest retirement planning companies based in Fort Worth, United States

Ranked by team size

Top 24 of 53 company matches for retirement planning companies based in Fort Worth, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 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	Wpwealth	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 19, 2026	11-50	27 contacts →
	Exact match “The financial and economic landscapes are constantly shifting.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2	Strittmatter Wealth Management Group	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 19, 2026	1-10	19 contacts →
	Exact match “Located in the heart of Fort Worth, Texas, we are an independent financial planning and investment management firm specializing in high-net-worth clients and business owners.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
3	Mforce Capital	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 19, 2026	1-10	14 contacts →
	Exact match “mFORCE Capital is an independent wealth management firm, founded in 2021 by Bradley G.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
4	CL Life And Annuity Insurance Company	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 19, 2026	51-200	12 contacts →
	Exact match “Since 1978, we have been dedicated to providing quality financial products that meet our clients' needs.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5	Overridge Wealth Advisors	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 19, 2026	1-10	7 contacts →
	Exact match “Founded in 1970, OverRidge Wealth Advisors is more than just a Investment Management firm.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6	Purewater Capital	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 19, 2026	1-10	7 contacts →
	Exact match “After spending a combined 30+ years with large firms, we realized there was a glaring issue with traditional “big box” financial planning.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7	Symonds Wealth Management	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 19, 2026	11-50	6 contacts →
	Exact match “Symonds Wealth Management is a boutique wealth management firm based in Fort Worth, Texas, with approximately $2.7 billion in assets under advisement.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8	Thirteen Twenty-Two Advisors	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 19, 2026	1-10	6 contacts →
	Exact match “Thirteen Twenty-Two Advisors was founded in 2012 with the goal of assisting our clients in every aspect of their financial lives.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9	Stanford Wealth Management	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 19, 2026	1-10	5 contacts →
	Exact match “The foundation of our firm was established by Jim Stanford over thirty years ago, fueled by a passion to serve individuals as they navigate the complex processes of financial…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10	Decidedly Wealth Management	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 19, 2026	11-50	5 contacts →
	Exact match “Our mission is to empower families to purposefully apply their wealth to fulfill their values and build a thriving legacy.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11	Mccune Whiteley Wealth Management	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 19, 2026	1-10	5 contacts →
	Exact match “Whether you’re beginning your investment journey, re-imagining your retirement, or anything in between, you need a professional in your corner.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
12	Riverfront Capital Strategies	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 19, 2026	1-10	5 contacts →
	Exact match “At the end of the day, Riverfront Capital Strategies, based in Fort Worth, Texas has one goal at heart, you’re financial success!” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13	Moffatt Financial Strategies, LLC	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “MOFFATT FINANCIAL STRATEGIES, LLC is a financial services company based out of 512 MAIN STREET SUITE 204, FORT WORTH, Texas, United States.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
14	PM Squared Financial	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “PM Squared Financial provides financial advisory services to businesses and families in Texas and Oklahoma.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
15	Strategic Legacy Partners	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match “Innovative Business Strategies Benefits \| Deferred Compensation \| Succession and Exit Planning We help you protect your business on every level, from insurance coverage to…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
16	Legacy Retirement Solutions	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match “At Legacy Retirement Solutions, we believe that retirement marks the beginning of a new chapter, where the legacy you've built is celebrated and secured for generations to come.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
17	Ruddell Financial Services	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match “Lifelong Financial Guidance When you work with our team, we get to know who you are and where you want to go in life.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
18	Regency Wealth Advisors, LLC	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match “We are committed to providing comprehensive planning, investment solutions, advocacy and guidance, customized for each client’s personal situation.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
19	EA Wealth Management, LLC	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match “Our mission is to guide clients in creating a wealth management strategy that effectively addresses their unique financial goals.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
20	Three Bear Capital Of Raymond James	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match “Our business was built to serve you.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
21	Clearfork Retirement Group	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match “When you partner with Clearfork Retirement Group, we don’t just help with your financial planning and medical insurance needs.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
22	CF Financial	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match “CF Financial LLC offers bespoke financial services to individuals and small businesses.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
23	NEW Century Investments	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match “New Century Investments provides investment and financial services to the Individual, Family, and Business Owner.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
24	TIP TOP Financial	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 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 planning companies”. 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 24 of 53 retirement planning companies based in Fort Worth, United States

See the full list, filter by size, metro and specialty, and access 97 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Retirement planning companies based in Fort Worth, United States at a glance

As of Sep 19, 2026

46.2%Verified-email coverage

4.0Average contacts per company

1-10Median size (employees)

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Fort Worth, so it is reported there. Company counts and contact totals on this page are exact for Fort Worth, over 53 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 Fort Worth, United States whose business descriptions match “retirement planning companies” 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 97 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 19, 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 planning companies by metro in the United States

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 planning companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many retirement planning companies are there based in Fort Worth, United States?

RevenueBase identified 53 company matches for retirement planning companies associated with Fort Worth, 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?

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

Which city in the United States has the most retirement planning companies?

New York leads the United States with 242 company records, followed by Houston (179) and Atlanta (157). Fort Worth has 53.

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 97 professional contacts with verified work emails tracked across these 53 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 19, 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.