Founded in 2002, Cary Street Partners is a registered investment advisor with a large footprint across the Mid-Atlantic, the Carolinas, Texas, Tenn... - [Blue Rock Financial Group](https://planprovider.pro/provider/blue-rock-financial-group) - Wilmington, DE Retirement Plan Advisor
Founded in 2012, Blue Rock Financial Group is a fee-based Registered Investment Advisor with offices in Wilmington and Rehoboth Beach, serving plan... - [Blueprint Financial Advisors](https://planprovider.pro/provider/blueprint-financial-advisors) - Charlotte, NC Retirement Plan Advisor
Planning work comes first at this fee-only Registered Investment Advisor, which does not take on investment management until a financial planning p... - [Heacock & Jones Financial Services, Inc.](https://planprovider.pro/provider/heacock-and-jones-financial-services-inc) - Dubuque, IA Retirement Plan Advisor
Founded in 2000 in Dubuque on the Iowa–Illinois–Wisconsin tri-state, Heacock & Jones Financial Services, Inc. is a fee-only Registered Investme... - [Capital Advisers, Inc.](https://planprovider.pro/provider/capital-advisers-inc) Retirement Plan Advisor
Independent and objective wealth management is the focus at this Raleigh firm, which works with individuals, families, and institutional clients ac... - [Carbon Collective Investing LLC](https://planprovider.pro/provider/carbon-collective-investing-llc) - Oakland, CA Retirement Plan Advisor
From its Oakland headquarters in the San Francisco Bay Area, Carbon Collective Investing LLC is a registered investment advisor with a climate-focu... - [Mendel Capital Management, LLC](https://planprovider.pro/provider/mendel-capital-management-llc) - Little Rock, AR Retirement Plan Advisor Mendel Capital Management, LLC is a fee-only investment advisory firm based in Little Rock, AR, dedicated to serving the investment needs of multi-gen... - [Hfg Advisors, Inc.](https://planprovider.pro/provider/hfg-advisors-inc) - Kalamazoo, MI Retirement Plan Advisor
Founded in 1987, HFG Advisors, Inc. works with plan sponsors and individuals who want clear, practical planning and fiduciary support. The firm is ... - [Hibernia Wealth Partners, LLC](https://planprovider.pro/provider/hibernia-wealth-partners-llc) - Baton Rouge, LA Retirement Plan Advisor
From its Baton Rouge headquarters, Hibernia Wealth Partners works with clients across the Gulf Coast and has additional offices in the Dallas–Fort ... - [Mcallister Capital Management](https://planprovider.pro/provider/mcallister-capital-management) - Jackson, MS Retirement Plan Advisor McAllister Capital Management, established in 1995 by Lyle L. McAllister, Jr., is a registered investment advisory firm based in Jackson, MS. Speciali... - [Stonebridge Financial Group](https://planprovider.pro/provider/stonebridge-financial-group) - Wormleysburg, PA Retirement Plan Advisor Stonebridge Financial Group is a prominent financial advisory firm with extensive experience in Central Pennsylvania and offices in Wormleysburg and L... - [Mccay Wealth Advisory LLC](https://planprovider.pro/provider/mccay-wealth-advisory-llc) - Manchester, TN Retirement Plan Advisor McCay Wealth Advisory LLC is a fee-only Registered Investment Advisor (RIA) firm based in Manchester, TN, with an additional office in McMinnville, TN... - [Marmo Financial Group, LLC](https://planprovider.pro/provider/marmo-financial-group-llc) - Johnson City, TN Retirement Plan Advisor Marmo Financial Group, LLC is an independent Registered Investment Advisor (RIA) based in Johnson City, TN, dedicated to "Improving Our Clients' Posit... - [Francis LLC](https://planprovider.pro/provider/francis-llc) - Brookfield, WI Retirement Plan Advisor
Known for its “Work-Life-Money Balance” approach, Francis LLC focuses on conflict-free retirement plan consulting and workplace financial wellness.... - [Venture Visionary Partners](https://planprovider.pro/provider/venture-visionary-partners) - Sylvania, OH Retirement Plan Advisor Venture Visionary Partners is an SEC registered investment advisory firm with offices in Sylvania, OH and Bonita Springs, FL. Founded by Craig D. Find... - [Becker Suffern McLanahan, Ltd.](https://planprovider.pro/provider/becker-suffern-mclanahan-ltd) - Mandeville, LA Retirement Plan Advisor
Four-person BSM Wealth advises retirement plans and private clients from Mandeville on the north shore of Lake Pontchartrain in the New Orleans met... - [Lynch & Associates](https://planprovider.pro/provider/lynch-and-associates) - Newburgh, IN Retirement Plan Advisor Lynch & Associates is a registered investment advisor (RIA) based in Newburgh, Indiana, with a focus on providing comprehensive financial advisory ser... - [Delta Financial Advisors, L.l.c.](https://planprovider.pro/provider/delta-financial-advisors-llc) - New Orleans, LA Retirement Plan Advisor
From its base in the New Orleans metro area, Delta Financial Advisors, L.L.C. works with individuals and families on investment counseling and long... - [Avenir Corporation](https://planprovider.pro/provider/avenir-corporation) Retirement Plan Advisor
Discount-to-intrinsic-value investing is the anchor of Avenir Corporation’s work, drawing on the long-term, margin-of-safety approach associated wi... - [Horan Capital Advisors, LLC](https://planprovider.pro/provider/horan-capital-advisors-llc) - Cincinnati, OH Retirement Plan Advisor
Founded in 2010, Horan Capital Advisors, LLC is a registered investment advisor with $0.6B in AUM (2026) and offices in the Cincinnati metro area, ... ## Why Partner with a Professional Retirement Plan Advisor? In the complex landscape of employee benefits, selecting the right retirement plan advisor is one of the most impactful decisions a plan sponsor can make. A qualified advisor does more than suggest mutual funds; they act as a strategic partner, safeguarding your company against liability while helping your employees achieve retirement readiness. We provide the most comprehensive directory to help you find an advisor who aligns with your organizational goals and culture. Managing a 401(k) or defined benefit plan involves navigating intricate ERISA regulations. Without specialized guidance, employers face significant risks regarding investment selection and fee reasonableness. Expert advisors bridge this gap, offering the due diligence and oversight necessary to run a compliant and successful plan. ### Choosing the Right Level of Fiduciary Protection One of the primary reasons organizations hire a retirement plan advisor is to mitigate fiduciary risk. The level of liability you retain depends on the type of advisor you select. It is crucial to understand the distinction between the two primary fiduciary standards: - **Co-Fiduciary Support:** A [3(21) investment advisor](https://planprovider.pro/3-21-investment-advisors) acts as a co-fiduciary. They provide investment recommendations and research, but the ultimate decision—and the associated liability—remains with the plan sponsor. This is ideal for employers who want professional guidance but wish to retain control over the investment lineup. - **Discretionary Management:** A [3(38) investment manager](https://planprovider.pro/3-38-investment-managers) assumes full discretion and control over the plan's investment decisions. By appointing a 3(38) manager, the plan sponsor effectively transfers the liability for investment selection and monitoring to the advisor. This provides the highest level of risk mitigation for the employer. ### Comprehensive Services for Plan Health Top-tier retirement plan advisors provide a suite of services designed to reduce administrative burden and improve participant outcomes. When evaluating candidates from our directory, look for expertise in the following areas: - **Investment Policy Statement (IPS) Design:** Creating and adhering to a rigorous IPS to guide decision-making. - **Fee Benchmarking:** Regularly reviewing service provider fees to ensure they are reasonable and competitive. - **Vendor Management:** Acting as a liaison between the plan sponsor and [401k recordkeepers](https://planprovider.pro/401k-recordkeepers) or administrators. - **Employee Education:** Delivering financial wellness programs to increase participation and deferral rates. Don't leave your retirement plan to chance. Explore our listings to connect with the industry's leading retirement plan advisors and secure the expert guidance your business deserves. [View full interactive listing on PlanProvider.Pro](https://planprovider.pro/plan-advisors) © 2026 PlanProvider.Pro