The Capital Group Investment Advisory Services, LLC

About The Capital Group Investment Advisory Services, LLC

<p>Part of Capital Group Companies, founded in 1931, The Capital Group Investment Advisory Services, LLC is an SEC-registered investment advisor that provides 3(21) fiduciary support for retirement plans. The firm reports $3.2 trillion in assets under management (2026).</p> <p>Its offices span major U.S. and Canadian markets, including Los Angeles (HQ) and San Francisco in California, plus Seattle, Reno, San Antonio, Chicago, New York, Washington, DC, Miami, Atlanta, Norfolk, and Carmel, along with Montreal and Toronto. This footprint supports work with plan sponsors and financial professionals across the large metro areas where many plans are based.</p> <p>The firm’s retirement lineup covers plan-level advisory work and participant-facing support tied to 401(k) and 403(b) plans, as well as IRAs. It also offers mutual funds and ETFs used in employer plans and related investment programs.</p> <p>What sets the firm apart is the combination of 3(21) plan fiduciary services with access to Capital Group’s investment platform and multi-office coverage across the U.S. and Canada.</p> <ul> <li>3(21) fiduciary services for employer retirement plans</li> <li>401(k) and 403(b) plan support</li> <li>IRA-related guidance and participant advice</li> <li>Mutual funds and ETFs</li> <li>Listed as a <a href="/plan-advisors">plan advisor</a> in a broader <a href="/retirement-plans">retirement plan providers</a> search</li> </ul>

Website: https://www.capitalgroup.com/