Empower Financial Services, Inc.
$33.4B reported client assets across 33 advisory firms in FY2025 annual amendments
Reported client assets over time
$22.4B
$55.9B
2022
2025
Same-firm comparison: 25 firms that reported Empower Financial Services, Inc. in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2022, 2023 are shown but partial — only FY2022: 8 cohort firms, FY2023: 17 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| World Investment Advisors, Llc | $10.9B | $71.6B | 15.3% | 03/31/2026 |
| Sageview Advisory Group, Llc | $6.6B | $37.5B | 17.5% | 03/31/2026 |
| Cerity Partners Retirement Plan Advisors Llc | $5.0B | $20.8B | 24.1% | 03/31/2026 |
| Wellth Advisory Services, Llc | $2.3B | $26.7B | 8.6% | 03/26/2026 |
| Cbiz Investment Advisory Services, Llc | $1.9B | $12.8B | 14.5% | 03/17/2026 |
| Stonebridge Financial Group, Llc | $1.6B | $2.4B | 67.7% | 03/25/2026 |
| 3(38) Investment Fiduciaries Inc. | $997M | $1.0B | 96.3% | 03/18/2026 |
| Valley Forge Investment Consultants, Inc. | $573M | $3.5B | 16.4% | 03/30/2026 |
| Midwest Capital Advisors, Llc | $411M | $1.4B | 30.3% | 03/20/2026 |
| 1834 Investment Advisors Co. | $384M | $2.2B | 17.5% | 03/18/2026 |
| Aprio Wealth Management, Llc | $348M | $4.2B | 8.4% | 03/31/2026 |
| North Pier Fiduciary Management, Llc | $331M | $1.3B | 26.0% | 03/31/2026 |
| Monarch Plan Advisors | $284M | $793M | 35.8% | 03/18/2026 |
| Newfront Retirement Services, Inc. | $253M | $1.0B | 24.4% | 02/24/2026 |
| Cutler Investment Counsel, Llc | $180M | $1.5B | 11.7% | 03/20/2026 |
| Disciplined Investors, L.L.C. | $173M | $942M | 18.4% | 03/23/2026 |
| Preisz Associates, Inc. | $141M | $702M | 20.1% | 03/27/2026 |
| Park Capital Management, Llc | $130M | $868M | 14.9% | 03/06/2026 |
| Institutional Investment Consulting | $125M | $125M | 100.0% | 02/01/2026 |
| Retirement Planology, Inc. | $113M | $266M | 42.4% | 03/23/2026 |
| Fiduciary Benefits Group | $94.8M | $1.1B | 8.9% | 03/15/2026 |
| Retirement Consulting Group, Inc. | $80.2M | $457M | 17.5% | 03/11/2026 |
| Olistico Wealth, Llc | $79.1M | $372M | 21.3% | 03/24/2026 |
| Lyon Wealth Advisors Group, Llc | $78.7M | $311M | 25.3% | 01/29/2026 |
| Naviquant Capital Management Llc | $73.2M | $199M | 36.7% | 03/18/2026 |
| Kerberrose Wealth Management, Llc | $59.1M | $1.2B | 5.1% | 03/02/2026 |
| Foster & Wood, Inc. | $48.4M | $219M | 22.1% | 03/20/2026 |
| Anderson Financial Strategies, Llc | $40.6M | $402M | 10.1% | 03/31/2026 |
| Jms Capital Group Wealth Services, Llc | $38.4M | $174M | 22.1% | 03/27/2026 |
| Charter Wealth Management, Inc. | $21.6M | $196M | 11.0% | 03/19/2026 |
| Hatcher Capital Investments, Inc. | $19.7M | $127M | 15.5% | 03/26/2026 |
| M Group Investment Advisor, Llc | $8.5M | $344M | 2.5% | 03/16/2026 |
| Ignite Planners Llc | $3.5M | $1.1B | 0.3% | 02/24/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.