# Warren Averett
Source: https://planprovider.pro/provider/warren-averett

> Founded in 1972, Warren Averett has grown into an 800-person firm with its headquarters in Birmingham and offices across the Alabama–Florida Gulf Coast corri…

Retirement Plan Advisor

Birmingham, AL

## About Warren Averett

<p>Founded in 1972, Warren Averett has grown into an 800-person firm with its headquarters in Birmingham and offices across the Alabama–Florida Gulf Coast corridor plus Atlanta. The firm works with employers throughout the Southeast on retirement plan consulting and fiduciary support, including <a href="/plan-advisors">plan advisor</a> services that cover 3(38) investment management.</p>

<p>Warren Averett combines retirement plan work with a wider platform that includes audit and assurance, tax, transaction advisory, specialized tax, data analysis, ESOP services, risk advisory, and client accounting services such as payroll, outsourced accounting, and CFO support. It also runs technology and HR practices that include managed service provider plans, cybersecurity, IT compliance, executive search and recruiting, and HR consulting.</p>

<p>Plan sponsors can also use the firm for retirement plan consulting and administration and benefit plan audit support, alongside personal services such as estate and trust work and daily money management. Warren Averett reports $29.9B in AUM (2026).</p>

<p>What sets the firm apart is the ability to coordinate retirement plan fiduciary work with in-house tax, audit, HR, and technology teams under one roof.</p>

<ul>
<li>3(38) investment management support</li>
<li>Retirement plan consulting and administration</li>
<li>Benefit plan audit support and ERISA-related work</li>
<li>Financial wellness and planning support</li>
<li>Offices in Alabama, Florida, and Georgia (Birmingham HQ)</li>
</ul>

Website: [https://warrenaverett.com/services/hr-solutions/retirement-plan-consulting-administration/](https://warrenaverett.com/services/hr-solutions/retirement-plan-consulting-administration/)

Founded: 1972

Employees: 800

## Office Locations

- Anniston, AL

- Birmingham, AL (Headquarters)

- Montgomery, AL

- Pensacola, FL

- Cullman, AL

- Destin, FL

- Tampa, FL

- Daphne, AL

- Fort Walton Beach, FL

- Atlanta, GA

- Huntsville, AL

- Panama City, FL

## Services Offered

- 3(38) Investment Manager

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $29.9B

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