# Top Retirement Plan Advisors & Consultants
Source: https://planprovider.pro/plan-advisors?page=22

> 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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### [Acrylic Financial, Inc.](https://planprovider.pro/provider/acrylic-financial-inc)

Plan Advisor

Fountain Hills, AZ

**Stats:** $58M under management

**Company:** Est. 2017

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

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### [Solid Rock Wealth Management, Inc.](https://planprovider.pro/provider/solid-rock-wealth-management-inc)

Plan Advisor

Bozeman, MT

**Stats:** $57M under management

**Company:** Est. 2015 • 1 employees

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

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### [Leelyn Smith, LLC](https://planprovider.pro/provider/leelyn-smith-llc)

Plan Advisor

Geneva, IL

**Stats:** $50M under management

**Company:** 21 employees

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

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### [Lion Street](https://planprovider.pro/provider/lion-street)

Plan Advisor

Austin, TX

**Stats:** $32M under management

**Company:** Est. 2010 • 800 employees

[View Profile](https://planprovider.pro/provider/lion-street)

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### [Select Investment Solutions, LLC](https://planprovider.pro/provider/select-investment-solutions-llc)

Plan Advisor

Washington, DC

**Stats:** $31M under management

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

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### [Mutual Of Omaha Investor Services, Inc.](https://planprovider.pro/provider/mutual-of-omaha-investor-services-inc)

Plan Advisor

Omaha, NE

**Stats:** $24M under management

[View Profile](https://planprovider.pro/provider/mutual-of-omaha-investor-services-inc)

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### [Allmerits](https://planprovider.pro/provider/allmerits)

Plan Advisor

Buena Park, CA

**Stats:** $19M under management

**Company:** Est. 2015 • 12 employees

[View Profile](https://planprovider.pro/provider/allmerits)

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

Plan Advisor

Eden Prairie, MN

**Stats:** $19M under management

**Company:** Est. 1952 • 337 employees

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

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### [Excelsior Investors](https://planprovider.pro/provider/excelsior-investors)

Plan Advisor

Excelsior, MN

**Stats:** $18M under management

**Company:** Est. 2000

[View Profile](https://planprovider.pro/provider/excelsior-investors)

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### [Hill Investment Group](https://planprovider.pro/provider/hill-investment-group)

Plan Advisor

St. Louis, MO

**Stats:** $16M under management

**Company:** Est. 2005 • 21 employees

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

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### [Marble Trail Advisors](https://planprovider.pro/provider/marble-trail-advisors)

Plan Advisor

Middlebury, VT

**Stats:** $13M under management

[View Profile](https://planprovider.pro/provider/marble-trail-advisors)

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

Plan Advisor

Mandeville, LA

**Stats:** $12M under management

**Company:** Est. 2022

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

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### [Tower Wealth Partners](https://planprovider.pro/provider/tower-wealth-partners)

Plan Advisor

Lewisburg, PA

**Stats:** $2M under management

**Company:** Est. 2020

[View Profile](https://planprovider.pro/provider/tower-wealth-partners)

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### [Littlejohn Financial Services INC](https://planprovider.pro/provider/littlejohn-financial-services-inc)

Plan Advisor

Roseburg, OR

**Stats:** $1M under management

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

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### [401(k) & 403(b) Fiduciary Advisors, Inc.](https://planprovider.pro/provider/401k-and-403b-fiduciary-advisors-inc)

Plan Advisor

San Jose, CA

**Company:** Est. 2019 • 5 employees

[View Profile](https://planprovider.pro/provider/401k-and-403b-fiduciary-advisors-inc)

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### [401k Plan Advisor LLC](https://planprovider.pro/provider/401k-plan-advisor-llc)

Plan Advisor

Fort Worth, TX

**Credentials:** CFP® - Certified Financial Planner

**Company:** 1 employees

[View Profile](https://planprovider.pro/provider/401k-plan-advisor-llc)

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### [401k Plan Professionals](https://planprovider.pro/provider/401k-plan-professionals)

Plan Advisor

Edina, MN

**Company:** 5 employees

[View Profile](https://planprovider.pro/provider/401k-plan-professionals)

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### [Accelerate Retirement](https://planprovider.pro/provider/accelerate-retirement)

Plan Advisor

Aliso Viejo, CA

**Company:** 50 employees

[View Profile](https://planprovider.pro/provider/accelerate-retirement)

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### [Advo(k)ate Advisors](https://planprovider.pro/provider/advokate-advisors)

Plan Advisor

Birmingham, AL

**Company:** 8 employees

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

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### [Alaska Retirement Solutions](https://planprovider.pro/provider/alaska-retirement-solutions)

Plan Advisor

Anchorage, AK

**Credentials:** RIA - Registered Investment Advisor

[View Profile](https://planprovider.pro/provider/alaska-retirement-solutions)

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### [ALDRICH WEALTH LP](https://planprovider.pro/provider/aldrich-wealth-lp)

Plan Advisor

Lake Oswego, OR

**Company:** Est. 1998 • 300 employees

[View Profile](https://planprovider.pro/provider/aldrich-wealth-lp)

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### [Allied Portfolio Management, Inc.](https://planprovider.pro/provider/allied-portfolio-management-inc)

Plan Advisor

Tucson, AZ

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

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

Plan Advisor

Santa Clara, CA

**Company:** Est. 2005 • 4 employees

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

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### [Avail Investment Partners, LLC](https://planprovider.pro/provider/avail-investment-partners-llc)

Plan Advisor

Aledo, TX

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

- 

### [Ballast, Inc.](https://planprovider.pro/provider/ballast-inc)

Plan Advisor

Lexington, KY

[View Profile](https://planprovider.pro/provider/ballast-inc)

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=22)

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