The Numbers
As of March 31, 2025
90 +
Independent TPAs/Recordkeepers
10 K+
Registered financial advisors
125 K+
retirement plans supported
600 +
Advisor firms
$ 163 B+
Client Assets
136 K+
Client accounts serviced
As of March 31, 2025
Registered financial advisors
retirement plans supported
Advisor firms
Client Assets
Client accounts serviced