Company lists · Data refreshed November 2026

Top 9 Retirement planning services based in Durham, United States

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

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 26 companies tracked

RevenueBase identified 26 company matches for retirement planning services associated with Durham, United States as of November 2026 and tracks 162 professional contacts across them, including 56 with verified work emails. Across the United States, New York is the largest hub for this category (240 companies); Durham has 26.

This list covers company matches for retirement planning services associated with Durham, 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 November 6, 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 Nov 6, 2026 How this list was built

26Companies

162Contacts tracked

56Verified emails

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The 9 largest retirement planning services based in Durham, United States

Ranked by team size

Top 9 of 26 company matches for retirement planning services based in Durham, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 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	Verity Asset Management	Exact match	Durham, NC, United StatesHQ recorded Nov 6, 2026	51-200	19 contacts →
	Exact match “We are driven by the conviction that our role is to contribute to your financial well being with a careful plan for achieving a meaningful result.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	Cardinal Advisors	Exact match	Durham, NC, United StatesHQ recorded Nov 6, 2026	11-50	13 contacts →
	Exact match “Cardinal Advisors can help you sort out the confusion around long-term care, Medicare, Social Security, IRAs, life insurance, and taxes.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	Gordon Asset Management, LLC	Exact match	Durham, NC, United StatesHQ recorded Nov 6, 2026	1-10	6 contacts →
	Exact match “Gordon Asset Management, LLC is a boutique financial services firm with officed in Durham and Pinehurst NC.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	Sycamore Financial Planning, LLC	Exact match	Durham, NC, United StatesHQ recorded Nov 6, 2026	1-10	5 contacts →
	Exact match “At Sycamore Financial Planning, we offer a no cost, no obligation initial consultation meeting in which we will explain our services and how we are compensated.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	Kuhn Advisors, INC	Exact match	Durham, NC, United StatesHQ recorded Nov 6, 2026	1-10	5 contacts →
	Exact match “For over 33 years, Kuhn Advisors has partnered with families across the country to grow their wealth and achieve all their financial priorities so they feel secure knowing they…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	Fryar Financial LLC	Exact match	Durham, United StatesHQ recorded Nov 6, 2026	1-10	3 contacts →
	Exact match “At Fryar Financial, we help successful families define their vision, defend against hidden risks, design tax-efficient income strategies, and deliver a lasting lifestyle and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	Cardinal Retirement Planning, INC	Exact match	Durham, NC, United StatesHQ recorded Nov 6, 2026	1-10	2 contacts →
	Exact match “Cardinal Retirement Planning, Inc.(“Cardinal”) provides financial planning, consulting, and investment advisory services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	Tucker Bria Wealth Strategies	Exact match	Durham, NC, United StatesHQ recorded Nov 6, 2026	1-10	1 contacts →
	Exact match “Tucker Bria is a financial advisory firm structured to focus on your needs and the benefits of coordinating your life goals and aspirations with your estate attorney, CPA and your…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	Wiser Financial Coaching, LLC	Exact match	Durham, NC, United StatesHQ recorded Nov 6, 2026	1-10	1 contacts →
	Exact match “investing, investment, financial plan, financial planning, life insurance, coaching, tax, taxes, tax preparation, accounting, business accounting, financial planning in durham…” Recorded in the RevenueBase company graph · Nov 6, 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 services”. 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 9 of 26 retirement planning services based in Durham, United States

See the full list, filter by size, metro and specialty, and access 56 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Retirement planning services based in Durham, United States at a glance

As of Nov 6, 2026

34.6%Verified-email coverage

6.2Average contacts per company

1-10Median size (employees)

Nov 6, 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 Durham, so it is reported there. Company counts and contact totals on this page are exact for Durham, over 26 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 Durham, United States whose business descriptions match “retirement planning services” 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 56 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 November 6, 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 services 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 services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many retirement planning services are there based in Durham, United States?

RevenueBase identified 26 company matches for retirement planning services associated with Durham, United States as of November 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?

Verity Asset Management 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 services?

New York leads the United States with 240 company records, followed by Houston (212) and Atlanta (173). Durham has 26.

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 56 professional contacts with verified work emails tracked across these 26 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 November 6, 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.