Company lists · Data refreshed September 2026

Top 20 Retirement planning companies based in Melville, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 35 companies tracked

RevenueBase identified 35 company matches for retirement planning companies associated with Melville, United States as of September 2026 and tracks 230 professional contacts across them, including 111 with verified work emails. Across the United States, New York is the largest hub for this category (242 companies); Melville has 35.

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

35Companies

230Contacts tracked

111Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 20 largest retirement planning companies based in Melville, United States

Ranked by team size

Top 20 of 35 company matches for retirement planning companies based in Melville, 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	ERP Retirement Services	Exact match	Melville, NY, United StatesHQ recorded Sep 19, 2026	11-50	33 contacts →
	Exact match “ERP Retirement Services is an actuarial and retirement consulting firm that offers consulting and administrative services with a focus on small and mid-size businesses and…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2	North Ridge Wealth Planning	Exact match	Melville, NY, United StatesHQ recorded Sep 19, 2026	51-200	19 contacts →
	Exact match “For over 30 years North Ridge has been a leader in the financial services industry, serving our family of financial advisors and their thousands of clients nationwide.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
3	Strategic Planning Associates	Exact match	Melville, NY, United StatesHQ recorded Sep 19, 2026	11-50	17 contacts →
	Exact match “Thank you for visiting Strategic Planning Associates!” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
4	United Benefit Pensions, A Strongpoint Partner	Exact match	Melville, NY, United StatesHQ recorded Sep 19, 2026	11-50	15 contacts →
	Exact match “Based in Melville, New York, UBP's team has built a reputation for delivering personalized service to each of their clients, endeavoring to give them a roadmap to retirement…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5	Dayton And Sydney	Exact match	Melville, NY, United StatesHQ recorded Sep 19, 2026	11-50	14 contacts →
	Exact match “Dayton & Sydney Wealth Strategies Group is a financial advisory company built on a legacy of hard work and customer service.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6	APS Pension And Financial Services	Exact match	Melville, NY, United StatesHQ recorded Sep 19, 2026	1-10	13 contacts →
	Exact match “As a holistic financial advisory firm, APS delivers expertise across a wide range of services all within a single practice.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7	Aline Wealth	Exact match	Melville, NY, United StatesHQ recorded Sep 19, 2026	1-10	8 contacts →
	Exact match “Driven by the belief that wealth management is really life management, we are dedicated to designing a fully-integrated, 360-degree plan for you.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8	Imperity Advisors	Exact match	Melville, NY, United StatesHQ recorded Sep 19, 2026	11-50	6 contacts →
	Exact match “At Imperity, your future is our purpose.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9	Professional Wealth Associates	Exact match	Melville, NY, United StatesHQ recorded Sep 19, 2026	1-10	6 contacts →
	Exact match “Founded in 2002, Professional Wealth Associates is a full-service financial planning firm committed to helping our clients navigate the waters to attain their financial goals.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10	GM Advisory Group	Exact match	Melville, NY, United StatesHQ recorded Sep 19, 2026	11-50	5 contacts →
	Exact match “We advise.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11	Compass Advisors	Exact match	Melville, NY, United StatesHQ recorded Sep 19, 2026	1-10	4 contacts →
	Exact match “At Compass Advisors, we serve clients nationwide as they pursue their goals and gain the confidence that comes from knowing their resources are hard at work.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
12	Q6 Group LLC	Exact match	Melville, NY, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match “Q6 Group is a proactive advisory firm that is redefining financial planning for individuals, families, and businesses.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13	Hochheiser, Deutsch And Company, INC	Exact match	Melville, NY, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match “Our Worthy Ideal is to inspire and guide entrepreneurs and professionals to protect themselves and their families from life’s uncertainties, to safeguard and grow their wealth so…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
14	Equinox Financial Partners, LLC	Exact match	Melville, NY, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match “Equinox Financial Partners helps clients accumulate and preserve wealth for themselves, their children and their grandchildren.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
15	Clientfirst Strategy, INC	Exact match	Melville, NY, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match “This is a firm that was conceived and built around serving the best interests of its clients, hence, the name ClientFirst Strategy, Inc.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
16	Premier Asset Solutions, INC	Exact match	Melville, NY, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match “Here at Premier Asset Solutions, located at 520 Broad Hollow Road, Melville, NY 11747, we bring financial clarity to our clients and help them figure out where they are now, where…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
17	Ocampo Financial Strategies, LLC	Exact match	Melville, NY, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match “Maria I.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
18	Zambri Financial Powered By LPL Financial	Exact match	Melville, NY, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match “Whether you're contemplating retirement planning, estate planning, investment strategies, or any other financial service, the first step is key.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
19	Insignis Financial Group LLC	Exact match	Melville, NY, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match “Insignis Financial Group LLC is a company based out of 200 Broadhollow Rd Ste 405, Melville, New York, United States.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
20	Lenzo Wealth Management	Exact match	Melville, NY, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match “Lenzo Wealth Management is dedicated to implementing effective strategies and solutions to help you achieve your financial success.” 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 20 of 35 retirement planning companies based in Melville, United States

See the full list, filter by size, metro and specialty, and access 111 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

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

As of Sep 19, 2026

48.3%Verified-email coverage

6.6Average 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 Melville, so it is reported there. Company counts and contact totals on this page are exact for Melville, over 35 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 Melville, 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 111 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 Melville, United States?

RevenueBase identified 35 company matches for retirement planning companies associated with Melville, 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?

ERP Retirement Services 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). Melville has 35.

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 111 professional contacts with verified work emails tracked across these 35 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.

Ready to reach these companies? Verified emails and direct dials for all 35 retirement planning companies based in Melville, United States. Start with a free account, no credit card.

Download this list →

Related lists

Retirement planning companies by geography

Browse the directory

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.