# Top Retirement Plan Advisors & Consultants
Source: https://planprovider.pro/plan-advisors?page=13

> Compare retirement plan advisors and consultants, including 3(21) and 3(38) fiduciaries, by AUM, services, and state to find the right fit for your plan
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Compare retirement plan advisors and consultants, including 3(21) and 3(38) fiduciaries, by AUM, services, and state to find the right fit for your plan.

Browse 638 providers in this category.

## Provider ranking

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### [Stewardship Advisors, LLC](https://planprovider.pro/provider/stewardship-advisors-llc)

Plan Advisor

Mount Joy, PA

**Stats:** $462M under management

[View Profile](https://planprovider.pro/provider/stewardship-advisors-llc)

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### [Lokken Investment Group, LLC](https://planprovider.pro/provider/lokken-investment-group-llc)

Plan Advisor

Lewes, DE

**Stats:** $455M under management

**Company:** Est. 2008

[View Profile](https://planprovider.pro/provider/lokken-investment-group-llc)

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### [Thepartners Wealth Management](https://planprovider.pro/provider/thepartners-wealth-management)

Plan Advisor

Carmel By The Sea, CA

**Stats:** $455M under management

**Company:** Est. 2021

[View Profile](https://planprovider.pro/provider/thepartners-wealth-management)

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### [Capitol Private Wealth Group LLC](https://planprovider.pro/provider/capitol-private-wealth-group-llc)

Plan Advisor

Vienna, VA

**Stats:** $451M under management

**Company:** Est. 2016

[View Profile](https://planprovider.pro/provider/capitol-private-wealth-group-llc)

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### [Robinson Smith Wealth Advisors, LLC](https://planprovider.pro/provider/robinson-smith-wealth-advisors-llc)

Plan Advisor

South Portland, ME

**Stats:** $445M under management

[View Profile](https://planprovider.pro/provider/robinson-smith-wealth-advisors-llc)

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### [Rps Retirement Plan Advisors](https://planprovider.pro/provider/rps-retirement-plan-advisors)

Plan Advisor

Austin, TX

**Stats:** $444M under management

**Company:** Est. 2010

[View Profile](https://planprovider.pro/provider/rps-retirement-plan-advisors)

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### [Prosperity Wealth Management, Inc.](https://planprovider.pro/provider/prosperity-wealth-management-inc)

Plan Advisor

Overland Park, KS

**Stats:** $442M under management

[View Profile](https://planprovider.pro/provider/prosperity-wealth-management-inc)

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### [Agh Wealth Advisors, LLC](https://planprovider.pro/provider/agh-wealth-advisors-llc)

Plan Advisor

Wichita, KS

**Stats:** $440M under management

[View Profile](https://planprovider.pro/provider/agh-wealth-advisors-llc)

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### [Pure Portfolios](https://planprovider.pro/provider/pure-portfolios)

Plan Advisor

Lake Oswego, OR

**Stats:** $437M under management

[View Profile](https://planprovider.pro/provider/pure-portfolios)

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### [Fyra Capital Management](https://planprovider.pro/provider/fyra-capital-management)

Plan Advisor

Saint Charles, MO

**Stats:** $437M under management

[View Profile](https://planprovider.pro/provider/fyra-capital-management)

- 

### [Holderness Investments CO](https://planprovider.pro/provider/holderness-investments-co)

Plan Advisor

Greensboro, NC

**Stats:** $434M under management

**Company:** Est. 1995

[View Profile](https://planprovider.pro/provider/holderness-investments-co)

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### [Ruedi Wealth Management, Inc.](https://planprovider.pro/provider/ruedi-wealth-management-inc)

Plan Advisor

Champaign, IL

**Stats:** $432M under management

**Company:** Est. 2014

[View Profile](https://planprovider.pro/provider/ruedi-wealth-management-inc)

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### [Physicians Financial Services, Inc.](https://planprovider.pro/provider/physicians-financial-services-inc)

Plan Advisor

Omaha, NE

**Stats:** $432M under management

**Company:** Est. 1990

[View Profile](https://planprovider.pro/provider/physicians-financial-services-inc)

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### [Mendota Financial Group, LLC](https://planprovider.pro/provider/mendota-financial-group-llc)

Plan Advisor

Madison, WI

**Stats:** $431M under management

[View Profile](https://planprovider.pro/provider/mendota-financial-group-llc)

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### [Delta Financial Advisors, L.l.c.](https://planprovider.pro/provider/delta-financial-advisors-llc)

Plan Advisor

New Orleans, LA

**Stats:** $429M under management

[View Profile](https://planprovider.pro/provider/delta-financial-advisors-llc)

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### [Maryland Capital Advisors, Inc.](https://planprovider.pro/provider/maryland-capital-advisors-inc)

Plan Advisor

Chester, MD

**Stats:** $429M under management

**Company:** Est. 1997

[View Profile](https://planprovider.pro/provider/maryland-capital-advisors-inc)

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### [Prudeo Partners, LLC](https://planprovider.pro/provider/prudeo-partners-llc)

Plan Advisor

West Columbia, SC

**Stats:** $425M under management

**Company:** Est. 2000

[View Profile](https://planprovider.pro/provider/prudeo-partners-llc)

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### [Singer Wealth Advisors LLC](https://planprovider.pro/provider/singer-wealth-advisors-llc)

Plan Advisor

Boca Raton, FL

**Stats:** $425M under management

**Company:** Est. 2021

[View Profile](https://planprovider.pro/provider/singer-wealth-advisors-llc)

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### [Tradewinds, LLC](https://planprovider.pro/provider/tradewinds-llc)

Plan Advisor

Raleigh, NC

**Stats:** $419M under management

**Company:** Est. 2021

[View Profile](https://planprovider.pro/provider/tradewinds-llc)

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### [Mcclarren Financial Advisors](https://planprovider.pro/provider/mcclarren-financial-advisors)

Plan Advisor

State College, PA

**Stats:** $417M under management

[View Profile](https://planprovider.pro/provider/mcclarren-financial-advisors)

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### [Kg&l Capital Management, LLC](https://planprovider.pro/provider/kgandl-capital-management-llc)

Plan Advisor

Saint Francisville, LA

**Stats:** $415M under management

[View Profile](https://planprovider.pro/provider/kgandl-capital-management-llc)

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### [Tilia Fiduciary Partners, Inc.](https://planprovider.pro/provider/tilia-fiduciary-partners-inc)

Plan Advisor

Wilmington, NC

**Stats:** $414M under management

[View Profile](https://planprovider.pro/provider/tilia-fiduciary-partners-inc)

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### [Mustard Seed Wealth Management](https://planprovider.pro/provider/mustard-seed-wealth-management)

Plan Advisor

Magnolia, AR

**Stats:** $414M under management

**Company:** Est. 2002

[View Profile](https://planprovider.pro/provider/mustard-seed-wealth-management)

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### [Macdougall Financial Counseling](https://planprovider.pro/provider/macdougall-financial-counseling)

Plan Advisor

Delmont, PA

**Stats:** $412M under management

[View Profile](https://planprovider.pro/provider/macdougall-financial-counseling)

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### [Joule Financial, LLC](https://planprovider.pro/provider/joule-financial-llc)

Plan Advisor

Lexington, KY

**Stats:** $411M under management

[View Profile](https://planprovider.pro/provider/joule-financial-llc)

Retirement plan advisors help plan sponsors choose investments, benchmark fees, coordinate vendors, and document a prudent fiduciary process. The best retirement plan consultants also understand how your plan design, participant profile, and service model fit together, whether you sponsor a [401(k) plan](/retirement-plans/401k), a 403(b), or another employer-sponsored retirement program. This page highlights firms that advise retirement plans and lets you compare them by AUM, services, and geography so you can build a stronger shortlist faster.

## What retirement plan advisors and consultants actually do

A strong retirement plan advisor is more than an investment picker. The right partner helps with investment committee support, fiduciary documentation, provider searches, participant education, fee reviews, and coordination with recordkeepers, TPAs, auditors, and ERISA counsel. Many retirement plan consultants also guide sponsors through vendor transitions, lineup changes, and committee governance so the plan is easier to run and easier to defend.

If you are evaluating alternatives to your current advisor, it helps to compare service depth as well as brand recognition. Some firms focus on hands-on committee support and participant outcomes. Others emphasize large-scale reporting, vendor access, or specialized fiduciary services. In practice, the right fit depends on your plan size, internal resources, and how much discretion you want to delegate.

## Understand the 3(21) vs. 3(38) fiduciary difference

Many searches for retirement plan advisors eventually come down to fiduciary structure. A [3(21) investment advisor](/3-21-investment-advisors) shares fiduciary responsibility and makes recommendations, but the plan sponsor keeps final decision-making authority. A [3(38) investment manager](/3-38-investment-managers) takes discretionary control over investment selection and monitoring, which can reduce sponsor workload and shift more investment liability away from the employer.

That distinction matters because two retirement plan consultants can look similar on paper while offering very different levels of fiduciary support. When you compare firms, confirm whether they act as 3(21), 3(38), or both, how they document monitoring decisions, and what their review cadence looks like for your committee. For a deeper explainer on when each fiduciary model makes sense, see our guide to [3(38) vs. 3(21) fiduciary services](/blog/3-38-vs-3-21-fiduciary).

## How to compare retirement plan advisors

Start with the issues that affect outcomes the most: experience advising plans like yours, fiduciary role, depth of participant services, and the operational ecosystem around the advisor. For example, if your provider stack is due for a refresh, it can be useful to compare advisor recommendations alongside the broader market for [401(k) recordkeepers](/largest-401k-recordkeepers) and [401(k) providers](/best-401k-providers). If cost is a concern, review practical guidance on [401(k) advisor fees](/blog/401-k-advisor-fees) before your finalist conversations.

- **Plan-size fit:** Look for firms that regularly advise plans in your asset and participant range.

- **Fiduciary structure:** Match the advisor's 3(21) or 3(38) role to the level of discretion you want to retain.

- **Service breadth:** Check for committee support, investment monitoring, participant education, fee benchmarking, and vendor-search help.

- **Geographic coverage:** Use the state filters and state pages if local relationships or on-site support matter to your committee.

It is also worth reviewing advisor specialization. Some retirement plan advisors focus heavily on startup and small-business plans, while others are built for large committees with more complex governance needs. If your search is specifically for a defined-contribution plan, the narrower [401(k) advisor directory](/plan-advisors/401k) can be a useful companion to this broader hub.

## Build a stronger shortlist

The goal is not just to find a recognizable name. It is to find a retirement plan consultant whose fiduciary model, service team, and operating style fit your committee. As you compare firms here, note which advisors align with your plan size, whether they provide the right level of fiduciary support, and how clearly they explain their process. Then use that shortlist to run a more focused search, including practical next steps from our guide on [how to hire a retirement plan advisor](/blog/hire-retirement-plan-advisor).

Use this directory to compare retirement plan advisors and consultants side by side, then move into profile-level review for the firms that best match your plan's needs.

[View full interactive listing on PlanProvider.Pro](https://planprovider.pro/plan-advisors?page=13)

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