The retirement planning industry in the US is dedicated to helping individuals and businesses prepare financially for their retirement years. The industry is made up of various companies that offer a range of products and services such as financial planning, retirement plans, insurance, investments, and portfolio management. These companies strive to provide personalized advice and solutions to help their clients secure their future and achieve their financial goals. The industry is constantly evolving to adapt to changing trends and demographics, as more individuals approach retirement age and seek guidance for their financial needs. With the increasing importance of retirement planning and the growing number of retirees, the industry is expected to continue expanding to meet the demand for comprehensive retirement solutions.
Top 19 Retirement Planning Companies in the US
1.Charles Schwab
- Headquarter: Westlake, Texas, United States
- Founded: 1973
- Headcount: 10001+
Schwab.com offers a range of investment services including financial planning, retirement planning, and portfolio management.
2.Transamerica
- Headquarter: Baltimore, Maryland, United States
- Founded: 1904
- Headcount: 5001-10000
Transamerica is a financial services company offering a range of financial solutions including life insurance, annuities, mutual funds, employee benefits, and retirement plans. They are committed to helping people save, invest, protect, and retire with confidence.
3.Principal Financial Group
- Headquarter: Des Moines, Iowa, United States
- Founded: 1879
- Headcount: 10001+
Principal Financial Group Inc is a financial services company that offers a range of financial products and services to individuals, businesses, and institutional clients. Their offerings include retirement plans, insurance, investments, and banking services.
4.Tiaa
- Headquarter: New York, New York, United States
- Founded: 1918
- Headcount: 10001+
TIAA is a financial services company that offers investment, insurance, and annuity products to individuals and institutions. They provide personalized service and advice, helping clients navigate their financial journey. TIAA aims to help customers achieve their financial goals and secure their future.
5.American Funds
- Headquarter: Los Angeles, California, United States
- Founded: 1931
- Headcount: 5001-10000
American Funds is a company that offers investment management services to U.S. residents. They specialize in retirement plans and provide a wide range of investment options for individuals and institutions.
6.New York Life
- Headquarter: United States
- Founded: 1845
- Headcount: 5001-10000
New York Life is a financial services company with over 175 years of experience. They offer a range of products and services including life insurance, individual disability insurance, retirement income solutions, and investments like annuities, mutual funds, and ETFs. Their goal is to help individuals and families navigate life's biggest choices with the guidance of their financial experts.
7.Captrust
- Headquarter: Raleigh, North Carolina, United States
- Founded: 1989
- Headcount: 1001-5000
- Latest funding type: Private Equity
CAPTRUST is a financial advisory firm that offers investment advisory services to retirement plan fiduciaries, endowments, foundations, and wealth planning services to executives, business owners, and families.
8.Fidelity Investments
- Headquarter: Boston, Massachusetts, United States
- Founded: 1946
- Headcount: 10001+
Fidelity.com is a company that provides innovative products, services, content, and tools to its affiliates and the Fidelity family of companies. They offer solutions for investment, retirement planning, insurance, and financial advice.
9.Edward Jones
- Headquarter: St. Louis, Missouri, United States
- Founded: 1922
- Headcount: 10001+
Edward Jones is a financial services company that offers a range of investment services to its clients. With a focus on building trusting relationships, the company strives to provide personalized solutions and support for individuals and businesses. With a century of experience, Edward Jones is known for its client-centered approach and commitment to delivering long-term value.
10.Wells Fargo Advisors
- Headquarter: St. Louis, Missouri, United States
- Headcount: 10001+
Wells Fargo Advisors provides investment and insurance products and services to individual and business clients. They offer a wide range of investment options, including IRAs, college savings plans, and borrowing products. Their dedicated financial advisors provide personalized advice and guidance to help clients achieve their financial goals.
11.Raymond James
- Headquarter: St. Petersburg, Florida, United States
- Founded: 1962
- Headcount: 10001+
Raymond James is a financial services company that offers investment advisory services and securities through Raymond James Financial Services, Inc. They provide personalized financial planning and investment strategies to help clients reach their objectives. Raymond James is independent and collaborates with other specialists to design tailored solutions. They offer a wide range of investment products and account types, and manage clients' portfolios to ensure progress towards their goals. Their focus is on understanding clients' needs, addressing personal changes and market shifts, and helping clients make informed decisions.
12.Ameriprise Financial Services, LLC
- Headquarter: Minneapolis, Minnesota, United States
- Founded: 1894
- Headcount: 5001-10000
Ameriprise is a trusted wealth management company that offers personalized financial advice and services to help clients reach their goals.
13.Northwestern Mutual
- Headquarter: Milwaukee, Wisconsin, United States
- Founded: 1857
- Headcount: 5001-10000
Northwestern Mutual is a financial services company that provides life insurance, investment management, and financial planning services. They offer a wide range of products and solutions to help individuals and businesses achieve their financial goals.
14.LPL Financial
- Headquarter: San Diego, California, United States
- Founded: 1989
- Headcount: 1001-5000
LPL is a financial services company that specializes in creating customized financial plans tailored to individual needs. They offer comprehensive financial planning solutions and prioritize building long-term relationships with their clients. With a focus on trust, honesty, and integrity, LPL strives to deliver a quality client experience that exceeds expectations.
15.U.S. Securities and Exchange Commission
- Headquarter: Washington, District Of Columbia, United States
- Headcount: 1001-5000
The company is an investment adviser that provides financial advice and services to clients. They offer a range of investment options and help clients make informed decisions about their portfolios.
16.BNY Mellon | Pershing
- Headquarter: Jersey City, New Jersey, United States
- Founded: 1939
- Headcount: 5001-10000
Pershing is a global financial solutions company that offers a range of services including investment solutions, clearing, custody and settlement, retirement solutions, and technology and integration solutions.
17.American Century Investments
- Headquarter: Kansas City, Missouri, United States
- Founded: 1958
- Headcount: 1001-5000
American Century is a financial services company that offers investment products and solutions. They provide a wide range of mutual funds and ETFs for individual investors, as well as separate accounts and subadvisory services for institutional clients.
18.Putnam Investments
- Headquarter: Boston, Massachusetts, United States
- Headcount: 1001-5000
Putnam is a financial services company that offers a wide range of investment solutions and expertise to individual and institutional investors. With a focus on research-driven strategies, Putnam aims to deliver superior investment results and help clients achieve their financial goals.
19.Baird
- Headquarter: Milwaukee, Wisconsin, United States
- Founded: 1919
- Headcount: 1001-5000
Baird is a financial services company that provides comprehensive wealth management and financial advisory services. With a commitment to putting clients first, Baird offers tailored strategies and advice to help clients navigate the complexities of the economic landscape and achieve long-term financial stability.
Want to find more retirement planning companies?
If you want to find more companies that offer retirement plans, financial advice, and investment services you can doso with Inven. This list was built with Inven and there are hundreds ofcompanies like these globally.
With Inven you'll also get to know the company's:
- Ownership: Which of these are private equity backed? Which arefamily-owned?
- Contact data: Who are the owners and CEO's? What are their emailsandphone numbers?
- Financials: What is the financial performance of these companies?
...and a lot more!
Get started with Inven
