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401(K) Plan Advisor Database of United States Latest August 2026 Updated

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401(K) Plan Advisor Database of United States Latest August 2026 Updated 3.9 ★★★★★ ★★★★★ Verified buyers
Updated: Aug 05, 2026

🌐 401(K) Plan Advisor Database of United States Latest August 2026 Updated

Unlock actionable insights and supercharge your sales pipeline. Download this verified, analysis-ready dataset today.

Rows (Regular)1,999
Rows (Extended)3,998
Sales0
Views14
CountryUnited States
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Coverage across United States

This dataset covers 3,998 verified records spread across 56+ states in United States. 3,998 records carry a verified phone number and 1,399 include a business website — directly usable for outreach, segmentation, and CRM import.

The highest-density states are California (321 listings), Texas (254 listings), New York (187 listings), Florida (176 listings), Illinois (138 listings), Pennsylvania (123 listings), Ohio (109 listings), and Washington (104 listings).

Additional coverage spans Georgia (98), Massachusetts (94), District of Columbia (91), Virginia (89), North Carolina (88), Colorado (88), Minnesota (86), Tennessee (83), Michigan (82), Missouri (81), New Jersey (81), Maryland (78) , plus 36 more states.

Coverage in United States — by state

Total rows:3,998 With mobile:3,998 With website:1,399
States Total With mobile With website
California 321 321 112
Texas 254 254 89
New York 187 187 65
Florida 176 176 62
Illinois 138 138 48
Pennsylvania 123 123 43
Ohio 109 109 38
Washington 104 104 36
Georgia 98 98 34
Massachusetts 94 94 33
District of Columbia 91 91 32
Virginia 89 89 31
North Carolina 88 88 31
Colorado 88 88 31
Minnesota 86 86 30
Tennessee 83 83 29
Michigan 82 82 29
Missouri 81 81 28
New Jersey 81 81 28
Maryland 78 78 27
Indiana 76 76 27
Wisconsin 72 72 25
Oregon 71 71 25
Louisiana 69 69 24
Utah 69 69 24
Connecticut 69 69 24
Arizona 67 67 23
Nevada 63 63 22
Alaska 62 62 22
Hawaii 51 51 18
Kentucky 47 47 16
Iowa 47 47 16
Oklahoma 47 47 16
Kansas 46 46 16
North Dakota 44 44 15
South Carolina 43 43 15
Nebraska 42 42 15
Alabama 42 42 15
Delaware 38 38 13
New Hampshire 37 37 13
South Dakota 36 36 13
Wyoming 35 35 12
New Mexico 34 34 12
Montana 33 33 12
Mississippi 32 32 11
Idaho 32 32 11
Arkansas 31 31 11
Vermont 29 29 10
Maine 28 28 10
West Virginia 28 28 10
Puerto Rico 27 27 9
Rhode Island 27 27 9
Guam 23 23 8
U.S. Virgin Islands 18 18 6
Northern Mariana Islands 17 17 6
American Samoa 15 15 5
All states (56) 3,998 3,998 1,399

401(k) Plan Advisors Database — United States

The 401(k) Plan Advisors database for United States includes 3,998+ verified businesses with company name, address, city, state, phone, email, website and GPS coordinates. The file is delivered as a CSV ready for CRM import or BI analysis.

How to use this data

  • Investor diligence — scope the 401(k) plan advisors TAM in United States from a verified count not a marketing estimate.
  • Risk + concentration audit — identify United States pincodes with 401(k) plan advisors-cluster over-exposure.
  • Verticalised plays — build separate cadences per United States state for the 401(k) plan advisors segment.

Frequently asked about this dataset

How many businesses are in the 401(k) Plan Advisors database for United States?

The 401(k) Plan Advisors database for United States contains 3,998+ verified businesses as of 2026, each with phone, email, address, website and GPS coordinates. The full record count is shown on this page above.

Where can I download a 401(k) Plan Advisors database for United States?

The complete 401(k) Plan Advisors database for United States is available on this page from Data2Sales AI as an instant CSV download. Every record carries verified contact details and is delivered immediately after checkout.

What fields are included in the 401(k) Plan Advisors dataset?

Each record includes: Business name, Street address, City, State / Region, Postal code, Country, Phone number, Email address and more. The file is delivered as a UTF-8 CSV that opens in Excel, Google Sheets or any standard CRM importer.

How accurate is the 401(k) Plan Advisors data for United States?

Every record is cross-referenced across public business registries, Google Maps and licensed directory partners before it ships. Closed businesses, disconnected phones and duplicates are stripped on every monthly refresh, so the dataset reflects the live 401(k) plan advisors footprint in United States.

Is the 401(k) Plan Advisors dataset updated regularly?

Yes. The 401(k) Plan Advisors dataset is rebuilt on a rolling 30-day cycle. New entrants come in through registrar filings; closures are detected from negative signals and dropped before export.

Can I use the 401(k) Plan Advisors data for marketing and outreach?

Yes — the dataset is licensed for commercial use after purchase. Common use cases include cold outbound, geo-targeted advertising, market research, supplier sourcing and territory planning. Only publicly listed business contact information is included.

What format do I receive the 401(k) Plan Advisors database in?

You receive a UTF-8 encoded CSV. It opens in Excel, Google Sheets, Power BI, Looker Studio and every major CRM (HubSpot, Salesforce, Zoho, Pipedrive). XLSX is available on request.

How quickly can I download the dataset after purchase?

Within 30 seconds of successful payment. The CSV is generated fresh from the live database at purchase time. You also get 7 days of unlimited re-downloads from a secure link sent to your email.

About the 401(k) Plan Advisors Database in United States

Looking to reach world wide data decision-makers in United States? This database aggregates 3,998+ verified records through the Data2Sales AI engine, pulling from verified public registries, official websites, social profiles, and licensed data partners. Dead numbers, closed storefronts, and duplicates are stripped before export — you receive a clean, CRM-ready CSV.

License Option
Licenses terms
Accuracy 95–98% Instant download Refreshed monthly CSV / Excel

Last Update:

Aug 05, 2026 05:45 AM

Published:

Jul 06, 2026 10:43 AM

Rows (Regular):

1,999

Rows (Extended):

3,998

Category:

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