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This dataset covers 14,996 verified records spread across 56+ states in United States. 14,996 records carry a verified phone number and 5,249 include a business website — directly usable for outreach, segmentation, and CRM import.
The highest-density states are California (1,083 listings), Texas (860 listings), Florida (722 listings), New York (631 listings), Illinois (466 listings), Ohio (448 listings), Washington (430 listings), and Pennsylvania (414 listings).
Additional coverage spans Georgia (403), District of Columbia (376), Virginia (368), North Carolina (361), Massachusetts (340), New Jersey (336), Maryland (319), Indiana (311), Minnesota (311), Tennessee (303), Colorado (296), Wisconsin (296) , plus 36 more states.
| States | Total | With mobile | With website |
|---|---|---|---|
| California | 1,083 | 1,083 | 379 |
| Texas | 860 | 860 | 301 |
| Florida | 722 | 722 | 253 |
| New York | 631 | 631 | 221 |
| Illinois | 466 | 466 | 163 |
| Ohio | 448 | 448 | 157 |
| Washington | 430 | 430 | 151 |
| Pennsylvania | 414 | 414 | 145 |
| Georgia | 403 | 403 | 141 |
| District of Columbia | 376 | 376 | 132 |
| Virginia | 368 | 368 | 129 |
| North Carolina | 361 | 361 | 126 |
| Massachusetts | 340 | 340 | 119 |
| New Jersey | 336 | 336 | 118 |
| Maryland | 319 | 319 | 112 |
| Indiana | 311 | 311 | 109 |
| Minnesota | 311 | 311 | 109 |
| Tennessee | 303 | 303 | 106 |
| Colorado | 296 | 296 | 104 |
| Wisconsin | 296 | 296 | 104 |
| Michigan | 295 | 295 | 103 |
| Connecticut | 284 | 284 | 99 |
| Louisiana | 282 | 282 | 99 |
| Arizona | 278 | 278 | 97 |
| Missouri | 271 | 271 | 95 |
| Nevada | 260 | 260 | 91 |
| Oregon | 240 | 240 | 84 |
| Utah | 232 | 232 | 81 |
| Hawaii | 210 | 210 | 74 |
| Alaska | 210 | 210 | 74 |
| Kentucky | 193 | 193 | 68 |
| South Carolina | 177 | 177 | 62 |
| Nebraska | 174 | 174 | 61 |
| Alabama | 174 | 174 | 61 |
| Oklahoma | 158 | 158 | 55 |
| Iowa | 158 | 158 | 55 |
| Kansas | 155 | 155 | 54 |
| South Dakota | 149 | 149 | 52 |
| North Dakota | 149 | 149 | 52 |
| Idaho | 143 | 143 | 50 |
| New Mexico | 137 | 137 | 48 |
| Montana | 135 | 135 | 47 |
| Mississippi | 133 | 133 | 47 |
| Delaware | 128 | 128 | 45 |
| Arkansas | 128 | 128 | 45 |
| New Hampshire | 125 | 125 | 44 |
| Wyoming | 119 | 119 | 42 |
| West Virginia | 115 | 115 | 40 |
| Rhode Island | 113 | 113 | 40 |
| Puerto Rico | 112 | 112 | 39 |
| Maine | 101 | 101 | 35 |
| Vermont | 97 | 97 | 34 |
| Guam | 95 | 95 | 33 |
| U.S. Virgin Islands | 75 | 75 | 26 |
| American Samoa | 60 | 60 | 21 |
| Northern Mariana Islands | 57 | 57 | 20 |
| All states (56) | 14,996 | 14,996 | 5,249 |
The Retirement Planning Firms database for United States includes 14,996+ 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.
Jamie (US) bought 12 hours ago · Biren (US) bought 1 day ago · Julio (US) bought 1 day ago · Sophia (US) bought 2 days ago · Cielo (GB) bought 3 days ago
The Retirement Planning Firms database for United States contains 14,996+ verified businesses as of 2026, each with phone, email, address, website and GPS coordinates. The full record count is shown on this page above.
The complete Retirement Planning Firms 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.
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.
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 retirement planning firms footprint in United States.
Yes. The Retirement Planning Firms 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.
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.
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.
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.
Seeking to expand your reach within the United States retirement planning sector? This dataset provides a comprehensive list of 15,000+ Retirement Planning Firms, ideal for businesses looking to connect with independent advisors who manage high-ticket client portfolios. Elevate your outreach and identify key partners with precision.
Last Update:
Aug 17, 2026 05:45 AM
Published:
Apr 27, 2026 19:59 PM
Rows (Regular):
7,498
Rows (Extended):
14,996
Category:
