Assuredpartners Investment Advisors

About Assuredpartners Investment Advisors

<p>Launched in 2020, AssuredPartners Investment Advisors is a retirement plan advisory firm that pairs plan design work with hands-on fiduciary support for employers.</p> <p>Headquartered in Tampa on Florida’s Gulf Coast, the firm has offices across major markets including Atlanta, Houston, Denver, Seattle, and Newport Beach, plus additional locations in Eagle, Idaho; Lexington, Kentucky; Wilmington, Delaware; and several Midwest and Mid-Atlantic cities. This footprint supports plan sponsors that operate in more than one state and want consistent guidance across locations.</p> <p>As a <a href="/plan-advisors">plan advisor</a>, the team handles fiduciary reviews, investment analysis, plan design, participant advice, and compliance support. AssuredPartners Investment Advisors also works with individuals on wealth management, life insurance, and college savings. The firm reported $3.3B in AUM in 2026.</p> <p>What sets APIA apart is the mix of retirement plan support and personal planning services under one advisory relationship, which can help employers align workplace benefits with employees’ broader financial goals.</p> <ul> <li>Fiduciary audit support and fiduciary guidance</li> <li>Retirement plan design and ongoing plan reviews</li> <li>Participant advice and financial wellness conversations</li> <li>Compliance support for plan operations</li> <li>Wealth management, life insurance, and college savings guidance</li> </ul>

Website: https://www.apadvisors.com/

Founded: 2020