The Numbers
As of March 31, 2026
$ 185 B
Client Assets
136 K+
Client accounts serviced
125 K+
retirement plans supported
10 K+
Registered financial advisors
600 +
Advisor firms
90 +
Independent TPAs/Recordkeepers
As of March 31, 2026
Client Assets
Client accounts serviced
retirement plans supported
Registered financial advisors
Advisor firms