A Daily Network publication
Explore the network
Retirement Capital Daily
Independent Intelligence on Retirement Assets
Sunday, October 4, 2026The Morning Brief →Sign in
Retirement Advisers

Ten retirement firms landed in the Inc. 5000 top 1,000

A 401(k) Specialist scan finds a slim retirement cohort — and a growth metric that rewards small starting lines.

The 2026 Inc. 5000 is out, and 401(k) Specialist has combed the top 1,000 for retirement-industry names. The magazine found ten — a mix of RIAs, retirement planning firms, recordkeeping technology and benefits platforms. Across the full 5,000-company list, the median three-year revenue gain came to 130%, and honorees added more than 627,000 jobs. The No. 1 company overall, Nashville-based health care firm Main Street Health, posted 546,533% growth.

Inc. ranks private companies by percentage revenue growth from 2022 to 2025. The entry bar is low: $100,000 of revenue in 2022 and $2 million in 2025, with firms required to be privately held, for-profit, U.S.-based and independent as of December 31, 2025. Companies must have been founded and generating revenue by March 31, 2022, and all honorees pass Inc.'s editorial review. Hit both minimums and you've shown 1,900% growth. The median 130% gain works out to revenue multiplied by 2.3 over three years — solid, but the percentage frame grants outsized credit to firms starting from a tiny base.

The $100,000 start line

Savvy Wealth, a New York City RIA founded in 2021 that serves independent advisors, sits among the ten. The magazine's coverage does not state Savvy's growth rate, but the list's rules frame the case: a firm that young likely had a thin 2022 revenue base, so its percentage gain would say more about the starting line than about its scale.

The discipline for a principal reading these rankings is to convert percentages back to dollars. A 130% increase is 2.3x on any base — a $10 million firm would add $13 million, a $100,000 firm would add $130,000. Ten retirement-industry names in the top 1,000 is a small share. The Inc. 5000 measures how fast a firm grew, not how big it is; a ranking slot is a data point, not a verdict.

Continue your research

Save this analysis and keep the funds you follow together in My Desk.

Sign in to save articles or follow funds.
Sources & further reading
401(k) Specialist
More from Retirement Capital Daily
Retirement Advisers

Edward Jones to launch AI-powered workplace retirement platform with Aboon and RPAG in 2027

The Retirement Plan Management Center spans prospecting, recordkeeper analysis and servicing, drawing on plan data from RPAG's 120,000-plan platform.
Retirement Advisers

Asteri Collective names Sheri Fitts executive director as founder Ann Slotwinski retires

Fitts, a 30-year industry veteran who founded Sheri Fitts & Co. and the Sway conference, will lead an alliance whose members service more than 51,200 retirement plans.
The Wrap

T. Rowe Price flags private credit in annuities as retirees hesitate to spend

Fitch puts the trailing default rate on U.S. private credit borrowers at a record 6.3%, while Prudential finds 86% of retirees hold back on spending their savings.
Elsewhere in the networkAll titles →
Every weekday · 6:30 a.m. ET

The Morning Brief

The latest from Retirement Capital Daily, in your inbox every weekday. Free.