Company lists · Data refreshed September 2026

Top 25 Retirement planning companies based in San Francisco, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 77 companies tracked

RevenueBase identified 77 company matches for retirement planning companies associated with San Francisco, United States as of September 2026 and tracks 1,458 professional contacts across them, including 898 with verified work emails. Across the United States, New York is the largest hub for this category (242 companies); San Francisco has 77.

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

77Companies

1,458Contacts tracked

898Verified emails

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The 25 largest retirement planning companies based in San Francisco, United States

Ranked by team size

Top 25 of 77 company matches for retirement planning companies based in San Francisco, 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	Human Interest	Exact match	San Francisco, CA, United StatesHQ recorded Sep 19, 2026	501-1,000	812 contacts →
	Exact match “Human Interest is founded on a simple idea: Affordable, zero-transaction fee 401(k) plans for small and medium businesses.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2	Jordan Park Group	Exact match	San Francisco, CA, United StatesHQ recorded Sep 19, 2026	51-200	191 contacts →
	Exact match “Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
3	Parallel Advisors, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 19, 2026	51-200	129 contacts →
	Exact match “Parallel Advisors is a registered, independent wealth management firm.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
4	Ubiquity Retirement Savings	Exact match	San Francisco, CA, United StatesHQ recorded Sep 19, 2026	51-200	98 contacts →
	Exact match “Since Ubiquity's mission has remained the same – to provide small business owners with qualified retirement plans that meet their needs and propel them towards bright financial…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5	Syon Capital	Exact match	San Francisco, CA, United StatesHQ recorded Sep 19, 2026	11-50	21 contacts →
	Exact match “At Syon Capital we dedicate ourselves to advising a select number of the nation’s wealthiest families, executives, and entrepreneurs, striving to build thoughtfully curated and…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6	The Advisory Group Of SAN Francisco, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 19, 2026	1-10	19 contacts →
	Exact match “Life-changing financial advice for Northern California business owners and leaders.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7	ONE Wealth Advisors	Exact match	San Francisco, CA, United StatesHQ recorded Sep 19, 2026	1-10	14 contacts →
	Exact match “We pride ourselves on the deep relationships we build with our clients.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8	Open Advisors, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 19, 2026	11-50	10 contacts →
	Exact match “We believe planning for your future involves collaboration with plenty of courage, conviction, and flexibility along the way.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9	Resolute Partners Group	Exact match	San Francisco, CA, United StatesHQ recorded Sep 19, 2026	1-10	4 contacts →
	Exact match “Resolute Partners Group (RPG) is an independently owned and founder led investment advisory and financial planning firm.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10	Camelotta Advisors	Exact match	San Francisco, CA, United StatesHQ recorded Sep 19, 2026	1-10	4 contacts →
	Exact match “At Camelotta, we are committed to providing comprehensive financial advice to high net worth individuals and families.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11	Prospettiva Financial	Exact match	San Francisco, CA, United StatesHQ recorded Sep 19, 2026	1-10	4 contacts →
	Exact match “Prospettiva Financial offers financial planning and portfolio management services to individuals, families, creative entrepreneurs, and non-profits.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
12	Israilov Financial	Exact match	San Francisco, CA, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “You work hard for your money.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13	Peninsula Wealth, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “Financial planning is more than money management, and our team has the expertise to provide your family with the comprehensive financial planning services that can be customized…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
14	Roof Eidam Maycock Peralta, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match “At Roof Eidam Maycock Peralta (REMP), our approach goes beyond financial planning, we provide life planning.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
15	Octavewealth	Exact match	San Francisco, CA, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match “OctaveWealth offers full-service retirement plan solutions to companies of all sizes.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
16	OUI Financial	Exact match	San Francisco, CA, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match “OUI means "Yes" in French, as in Yes to financial freedom.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
17	Sigfig Wealth Management, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 19, 2026	201-500	2 contacts →
	Exact match “Free online investment advice” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
18	Bingham Private Wealth	Exact match	San Francisco, CA, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match “You and your family are what Bingham Private Wealth is all about.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
19	Silverman Financial	Exact match	San Francisco, CA, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match “MISSION: To help you optimize your financial situation.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
20	Wisely Financial Strategies	Exact match	San Francisco, CA, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match “For over ten years, we have been helping successful organizations, families and individuals maximize their financial impact for the people and causes that matter to them the most.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
21	Haven Wealth Management - CA	Exact match	San Francisco, CA, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match “We take the time to understand our clients.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
22	Trigofi	Exact match	San Francisco, CA, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match “We help you achieve financial well-being.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
23	Brody, Walsh & Brody	Exact match	San Francisco, CA, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match “Brody, Walsh & Brody provides a process and assembles resources to facilitate individual and and business financial security.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
24	Fire Capital	Exact match	San Francisco, CA, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match “Become a FIREstarter!” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
25	TAN Wealth Management	Exact match	San Francisco, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match “Tan Phan was born in Vietnam and immigrated to the United States when he was 5 years old.” 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 25 of 77 retirement planning companies based in San Francisco, United States

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Retirement planning companies based in San Francisco, United States at a glance

As of Sep 19, 2026

61.6%Verified-email coverage

18.9Average contacts per company

1-10Median size (employees)

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

Email recency for this list is measured across the whole United States list rather than for San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 77 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 San Francisco, 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 898 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 San Francisco, United States?

RevenueBase identified 77 company matches for retirement planning companies associated with San Francisco, 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?

Human Interest 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). San Francisco has 77.

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 898 professional contacts with verified work emails tracked across these 77 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.