About NFP, an Aon company
<p>From its headquarters in Aliso Viejo in Orange County, California, NFP, an Aon company, works with retirement plan sponsors on fiduciary support and participant guidance.</p> <p>The firm acts as a <a href="/plan-advisors">plan advisor</a> and provides both 3(21) co-fiduciary and 3(38) investment manager services. NFP also offers participant advice, with education delivered through webinars and related plan communications. As of 2026, the firm reports 10,000 clients and $110.0B in AUM.</p> <p>NFP’s broader platform includes human capital and risk capital services, with work that spans property and casualty reporting, compliance resources, coverage analysis, and personal risk management. It supports organizations across industries such as agribusiness, healthcare, and financial institutions.</p> <p>What sets NFP apart is the ability to pair retirement plan oversight with a larger risk and insurance toolkit under the Aon umbrella.</p> <ul> <li>3(21) fiduciary advisor services</li> <li>3(38) investment manager services</li> <li>Participant advice and education</li> <li>Compliance resources and reporting support</li> <li>Risk management and insurance-related services</li> </ul>
Website: https://www.nfp.com/human-capital/retirement-advisory/
Office Locations
- Aliso Viejo, CA (Headquarters)
Services Offered
- 3(21) Investment Advisor
- 3(38) Investment Manager
- Participant Investment Advice
Client Statistics (2026)
- Total Clients: 10,000
- Total AUM: $110.0B