Voya Retirement Insurance And Annuity Company
$2.8B reported client assets across 3 advisory firms in FY2023 annual amendments
Reported client assets over time
$584M
$773M
2020
2023
Same-firm comparison: 2 firms that reported Voya Retirement Insurance And Annuity Company in both FY2022 and FY2023 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.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Voya Retirement Advisors, Llc | $2.0B | $27.0B | 7.3% | 03/13/2024 |
| Shuster Advisory Group, Llc | $760M | $6.3B | 12.1% | 03/28/2024 |
| Focus 401 (K) Group, Llc | $12.4M | $93.2M | 13.3% | 01/11/2024 |
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.