Company lists · Data refreshed September 2026

Top 20 Retirement planning companies based in San Jose, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 36 companies tracked

RevenueBase identified 36 company matches for retirement planning companies associated with San Jose, United States as of September 2026 and tracks 204 professional contacts across them, including 79 with verified work emails. Across the United States, New York is the largest hub for this category (242 companies); San Jose has 36.

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

36Companies

204Contacts tracked

79Verified emails

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The 20 largest retirement planning companies based in San Jose, United States

Ranked by team size

Top 20 of 36 company matches for retirement planning companies based in San Jose, 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	Heckman Financial And Insurance Services, INC	Exact match	San Jose, CA, United StatesHQ recorded Sep 19, 2026	1-10	21 contacts →
	Exact match “The team at Heckman Financial and Insurance Services strives to lead their clients to and through a ® Retirement, by providing objective and comprehensive advice and helping them…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2	Retirement Administration, INC	Exact match	San Jose, CA, United StatesHQ recorded Sep 19, 2026	11-50	20 contacts →
	Exact match “Located in Los Altos CA, Retirement Administration, Inc.(RAI) is a boutique Third Party Administration (TPA) firm that offers customized retirement programs for closely-held…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
3	Harris Private Wealth	Exact match	San Jose, CA, United StatesHQ recorded Sep 19, 2026	1-10	11 contacts →
	Exact match “Whether you are just starting out or embarking on your life 2.0, Harris Private Wealth combines investment advice, risk management and financial planning to ensure you and your…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
4	Slade & Company	Exact match	San Jose, CA, United StatesHQ recorded Sep 19, 2026	11-50	10 contacts →
	Exact match “Our mission is to help our clients make wise financial decisions for their future.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5	Global Wealth Partners INC	Exact match	San Jose, CA, United StatesHQ recorded Sep 19, 2026	11-50	10 contacts →
	Exact match “At Global Wealth Partners, Inc.®, we understand that each unique financial situation deserves an equally unique approach.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6	Potentia Wealth	Exact match	San Jose, CA, United StatesHQ recorded Sep 19, 2026	11-50	9 contacts →
	Exact match “When it comes to your family’s financial health, three things matter: your goals, your life stage, and your risk tolerance.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7	Lattice Wealth Management Group INC	Exact match	San Jose, CA, United StatesHQ recorded Sep 19, 2026	1-10	7 contacts →
	Exact match “We are "the hub of the wheel" in the financial lives of about 100 clients.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8	Financial Journey Partners	Exact match	San Jose, CA, United StatesHQ recorded Sep 19, 2026	1-10	6 contacts →
	Exact match “Partners in Your Financial Journey® Wealth Managers based in San Jose, California.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9	KC Independent Insurance Solutions	Exact match	San Jose, CA, United StatesHQ recorded Sep 19, 2026	1-10	6 contacts →
	Exact match “Our passion is taking something complicated and funneling it down to a solution that is simple, educational, and transparent.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10	Silicon Valley Financial Group	Exact match	San Jose, CA, United StatesHQ recorded Sep 19, 2026	11-50	6 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11	Concentrum Wealth Management	Exact match	San Jose, CA, United StatesHQ recorded Sep 19, 2026	1-10	5 contacts →
	Exact match “Concentrum Wealth Management specializes in assisting a select group of business owners and families with their financial affairs.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
12	Sequoia Wealth Advisors	Exact match	San Jose, CA, United StatesHQ recorded Sep 19, 2026	11-50	4 contacts →
	Exact match “Sequoia Wealth Advisors a financial services company based out of three locations: Silicon Valley - 99 Almaden Boulevard Suite 925, San Jose, CA 95113 Aptos Office - 23 Seascape…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13	Family Wealth Consulting Group	Exact match	San Jose, CA, United StatesHQ recorded Sep 19, 2026	1-10	4 contacts →
	Exact match “The Family Wealth Consulting Group is a family owned and operated financial planning firm that has been serving clients in Silicon Valley, California for over 35 years.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
14	MLP TAX & Financial Services, INC	Exact match	San Jose, CA, United StatesHQ recorded Sep 19, 2026	11-50	4 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
15	Kensington Financial Group, INC	Exact match	San Jose, CA, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “Financial Services for retirees and pre-retirees.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
16	Lightup Financial	Exact match	San Jose, CA, United StatesHQ recorded Sep 19, 2026	11-50	3 contacts →
	Exact match “At Lightup Tax & Financial Consulting, we are committed to helping our clients achieve their financial goals through expert guidance and personalized service.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
17	Innochamp Advisors	Exact match	San Jose, CA, United StatesHQ recorded Sep 19, 2026	501-1,000	2 contacts →
	Exact match “We are Innochamp Advisors, your perfect companion in financial planning.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
18	Akkish INC	Exact match	San Jose, CA, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match “Welcome to Akkish Inc, your trusted destination for comprehensive financial services.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
19	Advanced Retirement Solutions ARS	Exact match	San Jose, CA, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match “Advanced Retirement Solutions is an independent, fee-based, fiduciary advisory firm that constructs and implements retirement plans for your company.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
20	Hathaway Financial	Exact match	San Jose, CA, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match “At Hathaway Financial, we stand apart from the majority.” 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 36 retirement planning companies based in San Jose, United States

See the full list, filter by size, metro and specialty, and access 79 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 19, 2026

38.7%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

201-500

501-1,000

Email recency for this list is measured across the whole United States list rather than for San Jose, so it is reported there. Company counts and contact totals on this page are exact for San Jose, over 36 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 Jose, 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 79 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 Jose, United States?

RevenueBase identified 36 company matches for retirement planning companies associated with San Jose, 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?

Heckman Financial And Insurance Services, 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). San Jose has 36.

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 79 professional contacts with verified work emails tracked across these 36 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.