Certified Advisory CORP

About Certified Advisory CORP

<p>Founded in 1976 and CEFEX-certified, Certified Advisory CORP works with employers that want a documented fiduciary process for their retirement plan. The firm is based in Altamonte Springs in the Orlando metro area and operates as a Registered Investment Advisor (RIA).</p> <p>Certified Advisory CORP advises employer-sponsored 401(k) plans and provides participant advice, along with plan design work for sponsors reviewing features such as eligibility, matching, and contribution options. The team also supports individual wealth management for participants and other investors who want coordinated planning beyond the workplace plan.</p> <p>The firm reports $2.7B in assets under management (2026) and has 38 employees. It is affiliated with Certified Financial Group and Certified Benefits Corp, which ties its retirement plan work to broader financial planning and benefits support.</p> <p>What sets the firm apart is its CEFEX certification, which reflects third-party standards around investment advisory practices for plans, including 401(k) oversight.</p> <ul> <li>Registered investment advisor services for retirement plan sponsors</li> <li>Employer-sponsored 401(k) plan advice and fiduciary support</li> <li>Plan design consulting for plan features and structure</li> <li>Participant advice and guidance programs</li> <li>Individual wealth management services</li> </ul>

Website: https://certifiedadvisorycorp.401ksite.com/

Employees: 38