Company lists · Data refreshed November 2026
Top 25 Social security advisors based in the United States
RevenueBase identified 176 company matches for social security advisors associated with the United States as of November 2026 and tracks 1,786 professional contacts across them, including 236 with verified work emails. Charlotte is the largest hub.
This list covers company matches for social security advisors associated with the 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 5, 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.
The 25 largest social security advisors based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 62 contacts → | ||||
Exact match “The National Association of Registered Social Security Analysts (NARSSA) is a professional education, technology, and advocacy organization focused on advancing Social Security…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 2 | 51 contacts → | ||||
Exact match “Experience the power of a premier Mountain West brokerage with the heart of a local agency.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 3 | 41 contacts → | ||||
Exact match “At Key Retirement Solutions, we’re dedicated to helping individuals achieve financial stability and peace of mind as they approach and navigate retirement.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 4 | 29 contacts → | ||||
Exact match “We are financial advisors who help you strategize your retirement.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 5 | 29 contacts → | ||||
Exact match “PARCO specializes in serving the retirement needs of anyone with a pension, along with their families.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 6 | 26 contacts → | ||||
Exact match “Senior Benefits Group is a retirement advisement, financial planning and Medicare supplemental insurance agency that is focused on providing outstanding service by acting as our…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 7 | 19 contacts → | ||||
Exact match “At The Pension Group, we help individuals retire with confidence and clarity.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 8 | 19 contacts → | ||||
Exact match “With almost 2,800 regulations that govern Social Security, it’s not surprising that few people understand how to get the most from it.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 9 | 14 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 10 | 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 5, 2026 · View company records in RevenueBase | |||||
| 11 | 11 contacts → | ||||
Exact match “We are passionate about helping people with their retirement goals, if recent changes have you wondering if you're prepared for retirement, let's talk.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 12 | 11 contacts → | ||||
Exact match “We help people prepare for retirement.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 13 | 10 contacts → | ||||
Exact match “We understand our clients need help preparing and planning for retirement.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 14 | 10 contacts → | ||||
Exact match “Often referred to as “The Retirement Coaches”, Jeff and Erin Lapidus can be heard on 550 KTRS every Saturday morning at 9 A.M.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 15 | 9 contacts → | ||||
Exact match “We are a Richmond headquartered advisory firm focused exclusively on those in and planning for retirement.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 16 | 8 contacts → | ||||
Exact match “Thinking About Your Retirement?” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 17 | 8 contacts → | ||||
Exact match “Compassionate and knowledgeable professionals helping people through every aspect of their life with Medical, Long Term Care and Life Insurance and Investment Planning.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 18 | 8 contacts → | ||||
Exact match “We Can Help You, Inc.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 19 | 7 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 20 | 7 contacts → | ||||
Exact match “We specialize in providing strategies and guidance for those who are seeking a better lifestyle in retirement.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 21 | 6 contacts → | ||||
Exact match “TradeWinds Wealth Management is the premier resource for financial advice and retirement planning in the Portland area.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 22 | 6 contacts → | ||||
Exact match “Our primary focus at Hipson Benefits, Inc.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 23 | 6 contacts → | ||||
Exact match “At Brookstone Financial we understand that life is full of twists and turns.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 24 | 5 contacts → | ||||
Exact match “Seniormark was founded in January of 2007 with one purpose in mind, and that is to be a "Resource for Seniors." We are here to help those who have crossed the age 65 milestone, as…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 25 | 5 contacts → | ||||
Exact match “Conner Financial is a financial services company based out of 1309 E Garrison Blvd, Gastonia, North Carolina, United States.” Recorded in the RevenueBase company graph · Nov 5, 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 “social security advisors”. 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 176 social security advisors based in the United States
See the full list, filter by size, metro and specialty, and access 236 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Social security advisors based in the United States at a glance
As of Nov 5, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 176 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 the United States whose business descriptions match “social security advisors” 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 236 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 5, 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.
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 “social security advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many social security advisors are there based in the United States?
RevenueBase identified 176 company matches for social security advisors associated with the 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?
National Association Of Registered Social Security Analysts tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most social security advisors?
Charlotte leads with 3 company records, followed by Cincinnati (3) and Grand Rapids (3).
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 236 professional contacts with verified work emails tracked across these 176 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 5, 2026.
Ready to reach these companies? Verified emails and direct dials for all 176 social security advisors based in the United States. Start with a free account, no credit card.
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Social security advisors by geography
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Social security advisors based in Brazil
- Social security advisors based in France
- AI companies based in the United States
- Cybersecurity companies based in the United States
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Company intelligence · public preview
Top 25 social security advisors based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 176 matching company records for social security advisors based in the United States, with 1,786 tracked contacts and 236 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 5, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 social security advisors based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | HQ: Melville, NY, United StatesReported employees: 11-50 | Melville, NY, United States | 11-50 | Exact match | 62 contacts → |
“The National Association of Registered Social Security Analysts (NARSSA) is a professional education, technology, and advocacy organization focused on advancing Social Security…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Legacy Insurance & Financial Servicesbecauseweprotect.comHQ: West Jordan, ID, United StatesReported employees: 51-200 | West Jordan, ID, United States | 51-200 | Exact match | 51 contacts → |
“Experience the power of a premier Mountain West brokerage with the heart of a local agency.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  KEY Retirement Solutionskrs.insureHQ: Geneva, NV, United StatesReported employees: 51-200 | Geneva, NV, United States | 51-200 | Exact match | 41 contacts → |
“At Key Retirement Solutions, we’re dedicated to helping individuals achieve financial stability and peace of mind as they approach and navigate retirement.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Fefa Financialfefafinancial.comHQ: St. Louis, MO, United StatesReported employees: 11-50 | St. Louis, MO, United States | 11-50 | Exact match | 29 contacts → |
“We are financial advisors who help you strategize your retirement.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  PARCOgoparco.comHQ: Washington, DC, United StatesReported employees: 1-10 | Washington, DC, United States | 1-10 | Exact match | 29 contacts → |
“PARCO specializes in serving the retirement needs of anyone with a pension, along with their families.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Senior Benefits Groupbenefits4seniors.comHQ: Brighton, MI, United StatesReported employees: 51-200 | Brighton, MI, United States | 51-200 | Exact match | 26 contacts → |
“Senior Benefits Group is a retirement advisement, financial planning and Medicare supplemental insurance agency that is focused on providing outstanding service by acting as our…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  The Pension Groupthepensiongroup.comHQ: Dublin, OH, United StatesReported employees: 1-10 | Dublin, OH, United States | 1-10 | Exact match | 19 contacts → |
“At The Pension Group, we help individuals retire with confidence and clarity.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Social Security Benefit Plannerssocialsecuritybp.comHQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 19 contacts → |
“With almost 2,800 regulations that govern Social Security, it’s not surprising that few people understand how to get the most from it.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Brad Thomas Disabilitybradthomasdisability.com HQ: Plano, TX, United StatesReported employees: 11-50 | Plano, TX, United States | 11-50 | Exact match | 14 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 10 |  Cardinal Advisorscardinalguide.comHQ: Durham, NC, United StatesReported employees: 11-50 | Durham, NC, United States | 11-50 | Exact match | 13 contacts → |
“Cardinal Advisors can help you sort out the confusion around long-term care, Medicare, Social Security, IRAs, life insurance, and taxes.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Vineyard Financialvineyardfinancial.comHQ: Evansville, IN, United StatesReported employees: 1-10 | Evansville, IN, United States | 1-10 | Exact match | 11 contacts → |
“We are passionate about helping people with their retirement goals, if recent changes have you wondering if you're prepared for retirement, let's talk.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Infocus Financial Advisors, INCretireinfocus.comHQ: Salisbury, MD, United StatesReported employees: 1-10 | Salisbury, MD, United States | 1-10 | Exact match | 11 contacts → |
“We help people prepare for retirement.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Hungerford Financialhungerfordfinancial.comHQ: Grand Rapids, MI, United StatesReported employees: 1-10 | Grand Rapids, MI, United States | 1-10 | Exact match | 10 contacts → |
“We understand our clients need help preparing and planning for retirement.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  JBL Financial Services, INCjblfinancial.comHQ: Clayton, AZ, United StatesReported employees: 1-10 | Clayton, AZ, United States | 1-10 | Exact match | 10 contacts → |
“Often referred to as “The Retirement Coaches”, Jeff and Erin Lapidus can be heard on 550 KTRS every Saturday morning at 9 A.M.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Commonwealth Retirement Advisorscwealthra.comHQ: Richmond, VA, United StatesReported employees: 1-10 | Richmond, VA, United States | 1-10 | Exact match | 9 contacts → |
“We are a Richmond headquartered advisory firm focused exclusively on those in and planning for retirement.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Streamline Financial Servicesstreamlineplanning.comHQ: Napverville, United StatesReported employees: 1-10 | Napverville, United States | 1-10 | Exact match | 8 contacts → |
“Thinking About Your Retirement?” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Health And Wealth Advisorshealthwealthadvisors.comHQ: Rochester, NY, United StatesReported employees: 1-10 | Rochester, NY, United States | 1-10 | Exact match | 8 contacts → |
“Compassionate and knowledgeable professionals helping people through every aspect of their life with Medical, Long Term Care and Life Insurance and Investment Planning.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  wecanhelpyou.orgwecanhelpyou.orgHQ: East Greenwich, RI, United StatesReported employees: 1-10 | East Greenwich, RI, United States | 1-10 | Exact match | 8 contacts → |
“We Can Help You, Inc.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Burgess & Christensendisabilityhelpline.comHQ: Marietta, GA, United StatesReported employees: 1-10 | Marietta, GA, United States | 1-10 | Exact match | 7 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 20 |  Financial Security Management Agency, INCfsmagency.comHQ: Vienna, OH, United StatesReported employees: 1-10 | Vienna, OH, United States | 1-10 | Exact match | 7 contacts → |
“We specialize in providing strategies and guidance for those who are seeking a better lifestyle in retirement.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Tradewinds Wealth Managementtradewindswm.comHQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 6 contacts → |
“TradeWinds Wealth Management is the premier resource for financial advice and retirement planning in the Portland area.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Hipson Benefits, INChipson.comHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 6 contacts → |
“Our primary focus at Hipson Benefits, Inc.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Brookstone Financialbrookstonefinancial.comHQ: Jeffersonville, IN, United StatesReported employees: 1-10 | Jeffersonville, IN, United States | 1-10 | Exact match | 6 contacts → |
“At Brookstone Financial we understand that life is full of twists and turns.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Seniormark, LLCseniormark.comHQ: Sidney, OH, United StatesReported employees: 1-10 | Sidney, OH, United States | 1-10 | Exact match | 5 contacts → |
“Seniormark was founded in January of 2007 with one purpose in mind, and that is to be a "Resource for Seniors." We are here to help those who have crossed the age 65 milestone, as…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Rtag- Retirement Transition Advisory Groupconnerfinancial.comHQ: Gastonia, NC, United StatesReported employees: 1-10 | Gastonia, NC, United States | 1-10 | Exact match | 5 contacts → |
“Conner Financial is a financial services company based out of 1309 E Garrison Blvd, Gastonia, North Carolina, United States.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 176 company matches
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Social security advisors: dataset insights
November 5, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
174 records in the displayed employee bands.
2 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 176 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 5, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for social security advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many social security advisors did RevenueBase find based in the United States?
The saved snapshot records 176 matching company records, 1,786 tracked contacts and 236 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 5, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Social security advisors by geography
Cite this list
RevenueBase Data Team. Top 25 social security advisors based in the United States. Snapshot: November 5, 2026. https://revenuebase.ai/companies/social-security-advisors/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Social security advisors based in Brazil
- Social security advisors based in France
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
- Media companies based in the United States
Company intelligence · public preview
Top 25 social security advisors based in the United States
RevenueBase records 176 matching company records for social security advisors based in the United States, with 1,786 tracked contacts and 236 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 5, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 social security advisors based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | HQ: Melville, NY, United StatesReported employees: 11-50 | Melville, NY, United States | 11-50 | Exact match | 62 contacts → |
“The National Association of Registered Social Security Analysts (NARSSA) is a professional education, technology, and advocacy organization focused on advancing Social Security…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Legacy Insurance & Financial Servicesbecauseweprotect.com HQ: West Jordan, ID, United StatesReported employees: 51-200 | West Jordan, ID, United States | 51-200 | Exact match | 51 contacts → |
“Experience the power of a premier Mountain West brokerage with the heart of a local agency.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | KEY Retirement Solutionskrs.insure HQ: Geneva, NV, United StatesReported employees: 51-200 | Geneva, NV, United States | 51-200 | Exact match | 41 contacts → |
“At Key Retirement Solutions, we’re dedicated to helping individuals achieve financial stability and peace of mind as they approach and navigate retirement.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Fefa Financialfefafinancial.com HQ: St. Louis, MO, United StatesReported employees: 11-50 | St. Louis, MO, United States | 11-50 | Exact match | 29 contacts → |
“We are financial advisors who help you strategize your retirement.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | PARCOgoparco.com HQ: Washington, DC, United StatesReported employees: 1-10 | Washington, DC, United States | 1-10 | Exact match | 29 contacts → |
“PARCO specializes in serving the retirement needs of anyone with a pension, along with their families.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Senior Benefits Groupbenefits4seniors.com HQ: Brighton, MI, United StatesReported employees: 51-200 | Brighton, MI, United States | 51-200 | Exact match | 26 contacts → |
“Senior Benefits Group is a retirement advisement, financial planning and Medicare supplemental insurance agency that is focused on providing outstanding service by acting as our…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | The Pension Groupthepensiongroup.com HQ: Dublin, OH, United StatesReported employees: 1-10 | Dublin, OH, United States | 1-10 | Exact match | 19 contacts → |
“At The Pension Group, we help individuals retire with confidence and clarity.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Social Security Benefit Plannerssocialsecuritybp.com HQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 19 contacts → |
“With almost 2,800 regulations that govern Social Security, it’s not surprising that few people understand how to get the most from it.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Brad Thomas Disabilitybradthomasdisability.com HQ: Plano, TX, United StatesReported employees: 11-50 | Plano, TX, United States | 11-50 | Exact match | 14 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 10 | Cardinal Advisorscardinalguide.com HQ: Durham, NC, United StatesReported employees: 11-50 | Durham, NC, United States | 11-50 | Exact match | 13 contacts → |
“Cardinal Advisors can help you sort out the confusion around long-term care, Medicare, Social Security, IRAs, life insurance, and taxes.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Vineyard Financialvineyardfinancial.com HQ: Evansville, IN, United StatesReported employees: 1-10 | Evansville, IN, United States | 1-10 | Exact match | 11 contacts → |
“We are passionate about helping people with their retirement goals, if recent changes have you wondering if you're prepared for retirement, let's talk.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Infocus Financial Advisors, INCretireinfocus.com HQ: Salisbury, MD, United StatesReported employees: 1-10 | Salisbury, MD, United States | 1-10 | Exact match | 11 contacts → |
“We help people prepare for retirement.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Hungerford Financialhungerfordfinancial.com HQ: Grand Rapids, MI, United StatesReported employees: 1-10 | Grand Rapids, MI, United States | 1-10 | Exact match | 10 contacts → |
“We understand our clients need help preparing and planning for retirement.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | JBL Financial Services, INCjblfinancial.com HQ: Clayton, AZ, United StatesReported employees: 1-10 | Clayton, AZ, United States | 1-10 | Exact match | 10 contacts → |
“Often referred to as “The Retirement Coaches”, Jeff and Erin Lapidus can be heard on 550 KTRS every Saturday morning at 9 A.M.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Commonwealth Retirement Advisorscwealthra.com HQ: Richmond, VA, United StatesReported employees: 1-10 | Richmond, VA, United States | 1-10 | Exact match | 9 contacts → |
“We are a Richmond headquartered advisory firm focused exclusively on those in and planning for retirement.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Streamline Financial Servicesstreamlineplanning.com HQ: Napverville, United StatesReported employees: 1-10 | Napverville, United States | 1-10 | Exact match | 8 contacts → |
“Thinking About Your Retirement?” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Health And Wealth Advisorshealthwealthadvisors.com HQ: Rochester, NY, United StatesReported employees: 1-10 | Rochester, NY, United States | 1-10 | Exact match | 8 contacts → |
“Compassionate and knowledgeable professionals helping people through every aspect of their life with Medical, Long Term Care and Life Insurance and Investment Planning.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | wecanhelpyou.orgwecanhelpyou.org HQ: East Greenwich, RI, United StatesReported employees: 1-10 | East Greenwich, RI, United States | 1-10 | Exact match | 8 contacts → |
“We Can Help You, Inc.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Burgess & Christensendisabilityhelpline.com HQ: Marietta, GA, United StatesReported employees: 1-10 | Marietta, GA, United States | 1-10 | Exact match | 7 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 20 | Financial Security Management Agency, INCfsmagency.com HQ: Vienna, OH, United StatesReported employees: 1-10 | Vienna, OH, United States | 1-10 | Exact match | 7 contacts → |
“We specialize in providing strategies and guidance for those who are seeking a better lifestyle in retirement.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Tradewinds Wealth Managementtradewindswm.com HQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 6 contacts → |
“TradeWinds Wealth Management is the premier resource for financial advice and retirement planning in the Portland area.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Hipson Benefits, INChipson.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 6 contacts → |
“Our primary focus at Hipson Benefits, Inc.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Brookstone Financialbrookstonefinancial.com HQ: Jeffersonville, IN, United StatesReported employees: 1-10 | Jeffersonville, IN, United States | 1-10 | Exact match | 6 contacts → |
“At Brookstone Financial we understand that life is full of twists and turns.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Seniormark, LLCseniormark.com HQ: Sidney, OH, United StatesReported employees: 1-10 | Sidney, OH, United States | 1-10 | Exact match | 5 contacts → |
“Seniormark was founded in January of 2007 with one purpose in mind, and that is to be a "Resource for Seniors." We are here to help those who have crossed the age 65 milestone, as…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Rtag- Retirement Transition Advisory Groupconnerfinancial.com HQ: Gastonia, NC, United StatesReported employees: 1-10 | Gastonia, NC, United States | 1-10 | Exact match | 5 contacts → |
“Conner Financial is a financial services company based out of 1309 E Garrison Blvd, Gastonia, North Carolina, United States.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 176 company matches
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Social security advisors: dataset insights
November 5, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
174 records in the displayed employee bands.
2 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 176 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 5, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for social security advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many social security advisors did RevenueBase find based in the United States?
The saved snapshot records 176 matching company records, 1,786 tracked contacts and 236 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 5, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Social security advisors by geography
Cite this list
RevenueBase Data Team. Top 25 social security advisors based in the United States. Snapshot: November 5, 2026. https://revenuebase.ai/companies/social-security-advisors/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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