Company lists · Data refreshed September 2026

Top 13 Retirement planning companies based in Frisco, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 25 companies tracked

RevenueBase identified 25 company matches for retirement planning companies associated with Frisco, United States as of September 2026 and tracks 142 professional contacts across them, including 53 with verified work emails. Across the United States, New York is the largest hub for this category (242 companies); Frisco has 25.

This list covers company matches for retirement planning companies associated with Frisco, 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

25Companies

142Contacts tracked

53Verified emails

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The 13 largest retirement planning companies based in Frisco, United States

Ranked by team size

Top 13 of 25 company matches for retirement planning companies based in Frisco, 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	Eagle Financial Group, INC	Exact match	Frisco, TX, United StatesHQ recorded Sep 19, 2026	51-200	46 contacts →
	Exact match “Eagle Financial Group is in the business of preserving people’s assets since.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2	Quadcap Wealth Management, LLC	Exact match	Frisco, TX, United StatesHQ recorded Sep 19, 2026	11-50	28 contacts →
	Exact match “QuadCap Wealth Management, LLC is a boutique financial planning firm located in Frisco, Texas.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
3	Tennyson Advisory Group, LLC	Exact match	Frisco, TX, United StatesHQ recorded Sep 19, 2026	1-10	8 contacts →
	Exact match “We are a boutique firm that values long-term client relationships.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
4	Bell Financial Group	Exact match	Frisco, TX, United StatesHQ recorded Sep 19, 2026	1-10	7 contacts →
	Exact match “Founded in 1979, Bell Financial Group is independently owned and operated.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5	Brennan Wealth Advisors, L.L.C	Exact match	Frisco, TX, United StatesHQ recorded Sep 19, 2026	1-10	6 contacts →
	Exact match “We are an independent financial advisory firm powered by seasoned advisors.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6	Valtierra Investment Group	Exact match	Frisco, TX, United StatesHQ recorded Sep 19, 2026	1-10	6 contacts →
	Exact match “Valtierra Investment Group is a boutique wealth management firm serving successful individuals, families, business owners, executives, and retirees seeking comprehensive…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7	The Lampe Company, LLC	Exact match	Frisco, TX, United StatesHQ recorded Sep 19, 2026	1-10	6 contacts →
	Exact match “The Lampe Company, LLC \| Where Clarity Meets Confidence Est.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8	Brindle & BAY Wealth Management	Exact match	Frisco, United StatesHQ recorded Sep 19, 2026	1-10	5 contacts →
	Exact match “We’re an independent, Texas-based financial advisory firm proudly serving clients nationwide.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9	Parry Financial Advisors	Exact match	Frisco, TX, United StatesHQ recorded Sep 19, 2026	1-10	5 contacts →
	Exact match “We provide wealth management and retirement planning services for families and business owners.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10	Long Financial Services Group	Exact match	Frisco, TX, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match “Long Financial Services \| Intelligent Wealth Protection for Life’s Journeys At Long Financial Services, we help individuals, families, and business owners protect, preserve, and…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11	Libertas Financial Advisors	Exact match	Frisco, TX, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match “For us, everything begins with a personal discussion about your mission.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
12	Fortress Estate Solutions	Exact match	Frisco, TX, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match “We are a full-service Registered Investment Advisory firm with 20+ years of experience in helping individuals and families retire well.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13	Wealth Evolution Group	Exact match	Frisco, CO, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match “At Wealth Evolution Group, we are redefining the definition of wealth.” 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 13 of 25 retirement planning companies based in Frisco, United States

See the full list, filter by size, metro and specialty, and access 53 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Retirement planning companies based in Frisco, United States at a glance

As of Sep 19, 2026

37.3%Verified-email coverage

5.7Average contacts per company

1-10Median size (employees)

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

1,001-5,000

Email recency for this list is measured across the whole United States list rather than for Frisco, so it is reported there. Company counts and contact totals on this page are exact for Frisco, over 25 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 Frisco, 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 53 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 Frisco, United States?

RevenueBase identified 25 company matches for retirement planning companies associated with Frisco, 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?

Eagle Financial Group, INC 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). Frisco has 25.

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 53 professional contacts with verified work emails tracked across these 25 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.