Advisors
Firms and professionals that publicly show they offer one or more of the strategies in our library. Each strategy shown links to the page where the advisor says so. Listings marked Unclaimed come only from public sources; registered advisors can claim and update their page. Alphabetical; not a recommendation, and advisors are not scored. How advisors are listed.
| Advisor | Type | Location | Strategies | Status |
|---|---|---|---|---|
| Allworth Financial | Registered investment adviser (financial planning) | Folsom, CA | S01, S03, S17, S21, S22 | Unclaimed |
| Cohen & Co | CPA and advisory firm | Cleveland, OH | S11, S12, S13 | Unclaimed |
| FBT Gibbons | Law firm | Multiple U.S. offices | S10 | Unclaimed |
| Fidus Actuarial Solutions | Enrolled-actuary firm (defined benefit and cash balance plans) | S16 | Unclaimed | |
| FuturePlan by Ascensus | Retirement plan third-party administrator | S16 | Unclaimed | |
| Holland & Knight | Law firm | S10 | Unclaimed | |
| Hone Maxwell LLP | Law firm | San Diego, CA | S10 | Unclaimed |
| Jackson Walker LLP | Law firm | Dallas, TX | S10 | Unclaimed |
| KBF Advisory | CPA and advisory firm | Multiple U.S. offices | S11, S12, S13 | Unclaimed |
| KSM (Katz, Sapper & Miller) | CPA and advisory firm | Indianapolis, IN | S11, S12, S13 | Unclaimed |
| Milliman | Actuarial and retirement consulting firm | S16 | Unclaimed | |
| Newburg | CPA | CPA and advisory firm | Waltham, MA | S11, S12, S13 | Unclaimed |
| RPG Consultants | Retirement plan consulting and administration firm | Hewlett, NY | S16 | Unclaimed |
| RSM US LLP | CPA and advisory firm | S10 | Unclaimed | |
| RubinBrown | CPA and advisory firm | St. Louis, MO | S08, S11, S12, S13 | Unclaimed |
Verification and listing notice
"Verified" means our staff checked the identity, business-registration, and credential details listed against the sources named, on the date shown. It is not an endorsement, rating, or recommendation. Firm- and advisor-reported information is their own statement. Listings are alphabetical; payment never affects order, scores, or warnings.