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 retirement planning companies headquartered in Fort Worth, United States as of September 2026 and tracks 210 professional contacts across them, including 97 with verified work emails. New York is the largest hub.

This list covers retirement planning companies headquartered in Fort Worth, United States, 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 19, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review

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 retirement planning companies based in Fort Worth, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to retirement planning companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Wpwealth	Indirect evidence	Fort Worth, TX, United StatesHQ checked Sep 19, 2026	11-50	27 contacts →
	Indirect evidence “The financial and economic landscapes are constantly shifting.” Source: RevenueBase Database · checked Sep 19, 2026
2	Strittmatter Wealth Management Group	Partial evidence	Fort Worth, TX, United StatesHQ checked Sep 19, 2026	1-10	19 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 19, 2026
3	Mforce Capital	Indirect evidence	Fort Worth, TX, United StatesHQ checked Sep 19, 2026	1-10	14 contacts →
	Indirect evidence “mFORCE Capital is an independent wealth management firm, founded in 2021 by Bradley G.” Source: RevenueBase Database · checked Sep 19, 2026
4	CL Life And Annuity Insurance Company	Indirect evidence	Fort Worth, TX, United StatesHQ checked Sep 19, 2026	51-200	12 contacts →
	Indirect evidence “Since 1978, we have been dedicated to providing quality financial products that meet our clients' needs.” Source: RevenueBase Database · checked Sep 19, 2026
5	Overridge Wealth Advisors	Indirect evidence	Fort Worth, TX, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Indirect evidence “Founded in 1970, OverRidge Wealth Advisors is more than just a Investment Management firm.” Source: RevenueBase Database · checked Sep 19, 2026
6	Purewater Capital	Partial evidence	Fort Worth, TX, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Partial evidence “After spending a combined 30+ years with large firms, we realized there was a glaring issue with traditional “big box” financial planning.” Source: RevenueBase Database · checked Sep 19, 2026
7	Symonds Wealth Management	Indirect evidence	Fort Worth, TX, United StatesHQ checked Sep 19, 2026	11-50	6 contacts →
	Indirect evidence “Symonds Wealth Management is a boutique wealth management firm based in Fort Worth, Texas, with approximately $2.7 billion in assets under advisement.” Source: RevenueBase Database · checked Sep 19, 2026
8	Thirteen Twenty-Two Advisors	Indirect evidence	Fort Worth, TX, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect evidence “Thirteen Twenty-Two Advisors was founded in 2012 with the goal of assisting our clients in every aspect of their financial lives.” Source: RevenueBase Database · checked Sep 19, 2026
9	Stanford Wealth Management	Indirect evidence	Fort Worth, TX, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
10	Decidedly Wealth Management	Indirect evidence	Fort Worth, TX, United StatesHQ checked Sep 19, 2026	11-50	5 contacts →
	Indirect evidence “Our mission is to empower families to purposefully apply their wealth to fulfill their values and build a thriving legacy.” Source: RevenueBase Database · checked Sep 19, 2026
11	Mccune Whiteley Wealth Management	Partial evidence	Fort Worth, TX, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Partial evidence “Whether you’re beginning your investment journey, re-imagining your retirement, or anything in between, you need a professional in your corner.” Source: RevenueBase Database · checked Sep 19, 2026
12	Riverfront Capital Strategies	Indirect evidence	Fort Worth, TX, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence “At the end of the day, Riverfront Capital Strategies, based in Fort Worth, Texas has one goal at heart, you’re financial success!” Source: RevenueBase Database · checked Sep 19, 2026
13	Moffatt Financial Strategies, LLC	Indirect evidence	Fort Worth, TX, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Indirect evidence “MOFFATT FINANCIAL STRATEGIES, LLC is a financial services company based out of 512 MAIN STREET SUITE 204, FORT WORTH, Texas, United States.” Source: RevenueBase Database · checked Sep 19, 2026
14	PM Squared Financial	Indirect evidence	Fort Worth, TX, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Indirect evidence “PM Squared Financial provides financial advisory services to businesses and families in Texas and Oklahoma.” Source: RevenueBase Database · checked Sep 19, 2026
15	Strategic Legacy Partners	Partial evidence	Fort Worth, TX, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Partial evidence “Innovative Business Strategies Benefits \| Deferred Compensation \| Succession and Exit Planning We help you protect your business on every level, from insurance coverage to…” Source: RevenueBase Database · checked Sep 19, 2026
16	Legacy Retirement Solutions	Partial evidence	Fort Worth, TX, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 19, 2026
17	Ruddell Financial Services	Indirect evidence	Fort Worth, TX, United StatesHQ checked Sep 19, 2026	1-10	1 contacts →
	Indirect evidence “Lifelong Financial Guidance When you work with our team, we get to know who you are and where you want to go in life.” Source: RevenueBase Database · checked Sep 19, 2026
18	Regency Wealth Advisors, LLC	Partial evidence	Fort Worth, TX, United StatesHQ checked Sep 19, 2026	1-10	1 contacts →
	Partial evidence “We are committed to providing comprehensive planning, investment solutions, advocacy and guidance, customized for each client’s personal situation.” Source: RevenueBase Database · checked Sep 19, 2026
19	EA Wealth Management, LLC	Indirect evidence	Fort Worth, TX, United StatesHQ checked Sep 19, 2026	1-10	1 contacts →
	Indirect evidence “Our mission is to guide clients in creating a wealth management strategy that effectively addresses their unique financial goals.” Source: RevenueBase Database · checked Sep 19, 2026
20	Three Bear Capital Of Raymond James	Indirect evidence	Fort Worth, TX, United StatesHQ checked Sep 19, 2026	1-10	1 contacts →
	Indirect evidence “Our business was built to serve you.” Source: RevenueBase Database · checked Sep 19, 2026
21	Clearfork Retirement Group	Strong evidence	Fort Worth, TX, United StatesHQ checked Sep 19, 2026	1-10	1 contacts →
	Strong evidence “When you partner with Clearfork Retirement Group, we don’t just help with your financial planning and medical insurance needs.” Source: RevenueBase Database · checked Sep 19, 2026
22	CF Financial	Indirect evidence	Fort Worth, TX, United StatesHQ checked Sep 19, 2026	1-10	1 contacts →
	Indirect evidence “CF Financial LLC offers bespoke financial services to individuals and small businesses.” Source: RevenueBase Database · checked Sep 19, 2026
23	NEW Century Investments	Indirect evidence	Fort Worth, TX, United StatesHQ checked Sep 19, 2026	1-10	1 contacts →
	Indirect evidence “New Century Investments provides investment and financial services to the Individual, Family, and Business Owner.” Source: RevenueBase Database · checked Sep 19, 2026
24	TIP TOP Financial	Indirect evidence	Fort Worth, TX, United StatesHQ checked Sep 19, 2026	1-10	1 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026

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 planning companies. 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 planning companies.
Partial evidence: Its own public description names part of retirement planning companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name retirement planning companies. 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 24 of 53 retirement planning companies based in Fort Worth, United States

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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)

456.6%Largest-city concentration · New York

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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among retirement planning companies, 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 Fort Worth, United States whose own description of what they do matches “retirement planning companies”. 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 planning companies), 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 planning companies, and records with no verified work email. Companies headquartered outside Fort Worth 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, 97 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 19, 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 planning companies by metro in the United States

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

RevenueBase identified 53 retirement planning companies headquartered in Fort Worth, United States 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?

Wpwealth, headquartered in Fort Worth, tops this list with the largest team on record.

Which city has the most retirement planning companies?

New York leads with 242 headquartered companies, followed by Houston (179) and Atlanta (157).

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 97 verified decision-maker contacts tracked across these 53 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 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 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.