# Lion Street
Source: https://planprovider.pro/provider/lion-street

> Built as a shared platform for independent insurance and wealth planning practices, Lion Street brings firms together for carrier access, peer benchmarking,…

Retirement Plan Advisor

Austin, TX

## About Lion Street

<p>Built as a shared platform for independent insurance and wealth planning practices, Lion Street brings firms together for carrier access, peer benchmarking, and idea sharing. Founded in 2010, the network is headquartered in Austin in Central Texas (Suite 2600, Austin, TX).</p>

<p>Lion Street works with life insurance and wealth planning firms that serve high-net-worth individuals, families, business owners, companies, executives, and other high-income earners. The network uses an open-architecture approach, so member firms can choose among insurance carriers and use a range of products and resources for advanced case design.</p>

<p>The organization runs with a shared ownership structure tied to equity in its parent company, Integrity. That structure is designed to align interests across member firms while supporting growth and consistency in planning work.</p>

<p>One clear differentiator is the combination of open carrier choice with a network model that emphasizes collective buying power and shared best practices.</p>

<ul>
<li>National network of over 200 independent firms and 800 financial professionals</li>
<li>Life insurance and wealth planning support for complex client needs</li>
<li>Open-architecture access to multiple carriers, products, and design resources</li>
<li>Shared ownership model through Integrity equity</li>
<li>Part of the broader <a href="/plan-advisors">plan advisors</a> ecosystem</li>
</ul>

Website: [https://lionstreet.com/](https://lionstreet.com/)

Founded: 2010

Employees: 800

## Office Locations

- Austin, TX (Headquarters)

- Suite 2600 Austin, TX

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $32.0M

## Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

| Plan|Sponsor|Assets|Participants|

| TUFTS MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN - 403(B)|TUFTS MEDICAL CENTER, INC., MA|$373M|1,702|

| BOWMAN CONSULTING GROUP, LTD. RETIREMENT PLAN|BOWMAN CONSULTING GROUP, LTD., VA|$165M|2,122|

| MONTEREY BAY AQUARIUM RESEARCH INSTITUTE 403(B) PLAN|MONTEREY BAY AQUARIUM RESEARCH INSTITUTE, CA|$127M|272|

| CUSTOMINK, LLC 401(K) SAVINGS PLAN|CUSTOMINK, LLC, VA|$84M|670|

| STAFF LEASING RETIREMENT SAVINGS PLAN|STAFF LEASING INC AND AFFILIATES, NY|$70M|1,144|

| LEADER BANK 401K PLAN|LEADER BANK, MA|$63M|419|

| CAMBRIDGE ISOTOPE LABORATORIES, INC. 401(K) PLAN & TRUST|CAMBRIDGE ISOTOPE LABORATORIES, INC., MA|$62M|361|

| LINCOLN INSTITUTE OF LAND POLICY 403(B) RETIREMENT PLAN|LINCOLN INSTITUTE OF LAND POLICY, MA|$58M|171|

| BOSTON IVF 401(K) PLAN|BOSTON IVF, LLC, MA|$45M|665|

| MARSHALLTOWN COMPANY 401(K) SAVINGS PLAN|MARSHALLTOWN COMPANY, IA|$37M|596|

| AUSTIN HARDWARE & SUPPLY, INC. 401(K) PROFIT SHARING PLAN|AUSTIN HARDWARE & SUPPLY, INC., MO|$36M|156|

| BEACON CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST|BEACON CREDIT UNION, IN|$35M|171|

| ATLANTIC COAST MORTGAGE, LLC 401(K) PLAN|ATLANTIC COAST MORTGAGE, LLC, VA|$34M|271|

| RAND CONSTRUCTION CORPORATION 401(K) RETIREMENT PLAN|RAND CONSTRUCTION CORPORATION, VA|$27M|334|

| DEDHAM COUNTRY DAY SCHOOL DC RETIREMENT PLAN|DEDHAM COUNTRY DAY SCHOOL, MA|$27M|79|

| ROBERT CHARLES LESSER & CO., LLC CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST|ROBERT CHARLES LESSER & CO., LLC, MD|$26M|99|

| UNO RESTAURANT CORPORATION 401(K) SAVINGS PLAN|URC, LLC, MA|$24M|501|

| OXFAM AMERICA 403(B) PLAN|OXFAM AMERICA, INC., MA|$23M|227|

| PURPLE STRATEGIES 401(K) RETIREMENT PLAN|PURPLE STRATEGIES, LLC, VA|$20M|125|

| OXFAM AMERICA RETIREMENT PLAN|OXFAM AMERICA, INC., MA|$20M|227|

Showing top 20 of 34 plans serviced in 2024.

## Team Members

- **Bob Carter**, Founder & CEO

- **Jim Cahill**, President

- **James Joyce**, Chief Revenue Officer

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