Company lists · Data refreshed September 2026

Top 15 Retirement planning consultants based in St Louis, United States

RevenueBase identified 28 retirement planning consultants headquartered in St Louis, United States as of September 2026 and tracks 324 professional contacts across them, including 164 with verified work emails. New York is the largest hub.

This list covers retirement planning consultants headquartered in St Louis, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 21, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 21, 2026 86% judged on-target in blind review
28Companies
324Contacts tracked
164Verified emails
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The 15 largest retirement planning consultants based in St Louis, United States

Ranked by team size
Top 15 of 28 retirement planning consultants based in St Louis, United States, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to retirement planning consultants: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceSt Louis, MO, United StatesHQ checked Sep 21, 202611-5068 contacts →

Indirect evidence

“Socium (n) – partner, ally At Socium, we derive our name from what we care about the most: building genuine partnership.”

Source: RevenueBase Database · checked Sep 21, 2026
2Partial evidenceSt Louis, MO, United StatesHQ checked Sep 21, 202651-20040 contacts →

Partial evidence

“Financial & Tax Architects is a fiduciary firm helping individuals reach their retirement goals and objectives.”

Source: RevenueBase Database · checked Sep 21, 2026
3Indirect evidenceSt Louis, MO, United StatesHQ checked Sep 21, 202611-5034 contacts →

Indirect evidence

“Gatewood Wealth Solutions: Guiding Your Wealth with Purpose.”

Source: RevenueBase Database · checked Sep 21, 2026
4Partial evidenceSt Louis, MO, United StatesHQ checked Sep 21, 202611-5022 contacts →

Partial evidence

“At Wheelhouse Advisory Group, we believe everyone should be able to live the retirement they’ve always wanted.”

Source: RevenueBase Database · checked Sep 21, 2026
5Partial evidenceSt Louis, MO, United StatesHQ checked Sep 21, 202611-5016 contacts →

Partial evidence

“25 Financial is a private wealth management firm providing financial planning for physicians, business owners, and other high-net-worth accredited investors.”

Source: RevenueBase Database · checked Sep 21, 2026
6Strong evidenceSt Louis, MO, United StatesHQ checked Sep 21, 20261-1014 contacts →

Strong evidence

“Correct Capital is an independent, privately held wealth advisory firm that specializes in retirement planning, financial planning, portfolio management and investment advice.”

Source: RevenueBase Database · checked Sep 21, 2026
7Indirect evidenceSt Louis, MO, United StatesHQ checked Sep 21, 202611-5013 contacts →

Indirect evidence

“Precision Wealth Strategies is a boutique wealth management firm, headquartered in St.”

Source: RevenueBase Database · checked Sep 21, 2026
8Indirect evidenceSt Louis, MO, United StatesHQ checked Sep 21, 202611-5013 contacts →

Indirect evidence

“We are a financial advisory firm that is passionate about helping baby boomers, businesses, and families, protect their assets and plan their income to avoid running out of money.”

Source: RevenueBase Database · checked Sep 21, 2026
9Indirect evidenceSt Louis, United StatesHQ checked Sep 21, 202611-508 contacts →

Indirect evidence

“Clayton Investment Associates is a comprehensive financial services firm committed to helping you improve your long-term financial success.”

Source: RevenueBase Database · checked Sep 21, 2026
10Partial evidenceSt Louis, MO, United StatesHQ checked Sep 21, 202611-506 contacts →

Partial evidence

“At Hawthorne Capital, we exist for one reason only; to create and guide you along an easy-to-understand path forward so you arrive safely in retirement.”

Source: RevenueBase Database · checked Sep 21, 2026
11Indirect evidenceSt Louis, MO, United StatesHQ checked Sep 21, 20261-105 contacts →

Indirect evidence

“Toberman Becker Wealth is a fee-only fiduciary financial advisory firm based in St.”

Source: RevenueBase Database · checked Sep 21, 2026
12Partial evidenceSt Louis, MO, United StatesHQ checked Sep 21, 20261-103 contacts →

Partial evidence

“St.Louis Wealth Management and Financial Planning firm.”

Source: RevenueBase Database · checked Sep 21, 2026
13Indirect evidenceSt Louis, MO, United StatesHQ checked Sep 21, 20261-103 contacts →

Indirect evidence

“Guardian Wealth Management, LLC, a Fee- Based, Registered Investment Advisory firm (RIA) serving Midwest families and small businesses, provides financial guidance and fiduciary…”

Source: RevenueBase Database · checked Sep 21, 2026
14Indirect evidenceSt Louis, MO, United StatesHQ checked Sep 21, 20261-102 contacts →

Indirect evidence

“As independent financial advisors at Walsh Financial Services-a family-founded firm with over 60 years of history-we work with people from all walks of life to build financial…”

Source: RevenueBase Database · checked Sep 21, 2026
15Partial evidenceSt Louis, MO, United StatesHQ checked Sep 21, 20261-101 contacts →

Partial evidence

“Our specialty is working with people who are nearing retirement and looking to make a seamless transition into the next phase of their journey.”

Source: RevenueBase Database · checked Sep 21, 2026

Showing 15 of 28 retirement planning consultants based in St Louis, United States

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Retirement planning consultants based in St Louis, United States at a glance

As of Sep 21, 2026
50.6%Verified-email coverage
11.6Average contacts per company
1-10Median size (employees)
785.7%Largest-city concentration · New York
Sep 21, 2026Page data refreshed

Companies by employee count

1-10
15
11-50
11
51-200
2

Email recency for this list is measured across the whole United States list rather than for St Louis, so it is reported there. Company counts and contact totals on this page are exact for St Louis, over 28 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among retirement planning consultants, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in St Louis, United States whose own description of what they do matches “retirement planning consultants”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names retirement planning consultants), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among retirement planning consultants, and records with no verified work email. Companies headquartered outside St Louis are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 164 across the full list. 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 21, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Retirement planning consultants by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names retirement planning consultants, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many retirement planning consultants are there based in St Louis, United States?

RevenueBase identified 28 retirement planning consultants headquartered in St Louis, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Socium Advisors, headquartered in St Louis, tops this list with the largest team on record.

Which city has the most retirement planning consultants?

New York leads with 220 headquartered companies, followed by Houston (164) and Atlanta (147).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 164 verified decision-maker contacts tracked across these 28 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 21, 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 Smart Search, 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.