Empower
$2.5B reported client assets across 6 advisory firms in FY2025 annual amendments
Reported client assets over time
$67.0M
$2.0B
2022
2025
Same-firm comparison: 4 firms that reported Empower 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: 1 cohort firms, FY2023: 2 cohort firms. No matched data for FY2021.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Gregory J. Schwartz & Co., Inc. | $1.6B | $10.5B | 15.3% | 03/30/2026 |
| Lawley Retirement Advisors, Llc | $286M | $2.1B | 13.4% | 03/20/2026 |
| Isc Advisors, Inc. | $235M | $1.6B | 14.5% | 03/24/2026 |
| Freedom Fiduciaries Llc | $154M | $585M | 26.3% | 03/13/2026 |
| Cannon Capital Management, Inc. | $116M | $386M | 29.9% | 03/24/2026 |
| Advanced Retirement Solutions, Llc | $108M | $272M | 39.7% | 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.