Company lists · Data refreshed September 2026

Top 14 Retirement planning companies based in Plymouth, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 41 companies tracked

RevenueBase identified 41 company matches for retirement planning companies associated with Plymouth, United States as of September 2026 and tracks 382 professional contacts across them, including 194 with verified work emails. Across the United States, New York is the largest hub for this category (242 companies); Plymouth has 41.

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

41Companies

382Contacts tracked

194Verified emails

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The 14 largest retirement planning companies based in Plymouth, United States

Ranked by team size

Top 14 of 41 company matches for retirement planning companies based in Plymouth, 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	Wealth Enhancement Group	Exact match	Plymouth, MN, United StatesHQ recorded Sep 19, 2026	501-1,000	68 contacts →
	Exact match “In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2	Joyal Capital Management	Exact match	Plymouth, MA, United StatesHQ recorded Sep 19, 2026	51-200	25 contacts →
	Exact match “Joyal Capital Management, LLC is a fully integrated financial services firm based in Plymouth, MA.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
3	Latitude Retirement	Exact match	Plymouth, IN, United StatesHQ recorded Sep 19, 2026	51-200	18 contacts →
	Exact match “Established in 1989, Latitude Retirement is a third party retirement plan administration firm located in Plymouth, Indiana (near South Bend, Indiana).” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
4	Cornerstone Financial Group LLC	Exact match	Plymouth, MA, United StatesHQ recorded Sep 19, 2026	1-10	13 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5	GEM Asset Management	Exact match	Plymouth, MI, United StatesHQ recorded Sep 19, 2026	1-10	9 contacts →
	Exact match “GEM Asset Management is an independent, fee-only registered investment advisor based in Plymouth, Michigan.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6	Custom Wealth Solutions LLC	Exact match	Plymouth, MI, United StatesHQ recorded Sep 19, 2026	11-50	6 contacts →
	Exact match “Custom Wealth Solutions in partnership with Custom Tax Solutions provides a comprehensive one-stop-shop for all your Retirement needs.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7	With Integrity Wealth Management	Exact match	Plymouth, MA, United StatesHQ recorded Sep 19, 2026	1-10	6 contacts →
	Exact match “With Integrity Wealth Management is a financial investment firm located in the Pinehills Community of Plymouth, MA, serving clients nationwide for since 2003.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8	North Light Financial Services	Exact match	Plymouth, MA, United StatesHQ recorded Sep 19, 2026	1-10	4 contacts →
	Exact match “We are a leading independent financial planning and financial services firm located in Plymouth, MA.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9	Blue Hills Wealth Management	Exact match	Plymouth, MA, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “Plan Confidently.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10	Munson Financial, LLC	Exact match	Plymouth, MN, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “We partner with the country’s premier membership companies along with top performing investment and Insurance companies to create multiple tax-free retirement cash flows.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11	TGA Capital Management	Exact match	Plymouth, MA, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “financial and investment planning” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
12	Great River Financial	Exact match	Plymouth, MN, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match “Great River Financial helps people nearing retirement turn what they've saved into a tax-efficient income they can spend with confidence.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13	MBC Investment Consulting, INC	Exact match	Plymouth, MI, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match “MBCIC is a full-service retirement plan consulting firm, focusing on institutional investment consulting for corporations, non-profits and municipalities in the Midwest.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
14	Family Legacy Wealth Partners	Exact match	Plymouth, MI, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match “At Family Legacy Wealth Partners, we know that planning for your future, your retirement, and your legacy can feel overwhelming.” 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 14 of 41 retirement planning companies based in Plymouth, United States

See the full list, filter by size, metro and specialty, and access 194 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 19, 2026

50.8%Verified-email coverage

9.3Average contacts per company

1-10Median size (employees)

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

Email recency for this list is measured across the whole United States list rather than for Plymouth, so it is reported there. Company counts and contact totals on this page are exact for Plymouth, over 41 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 Plymouth, 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 194 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 Plymouth, United States?

RevenueBase identified 41 company matches for retirement planning companies associated with Plymouth, 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?

Wealth Enhancement Group 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). Plymouth has 41.

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 194 professional contacts with verified work emails tracked across these 41 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.