The retirement planning segment is entering a new phase of growth, and our data at AdvizorPro was featured in an article that highlights how advisor participation in this space is expanding. The piece titled Advisors Share of Retirement Planning Assets Will Increase, But How from WealthManagement examines how advisor led retirement planning models are evolving and why firm structure and service design now play a central role in capturing plan related assets.

The article cites our data showing that more than six thousand five hundred RIAs in the United States explicitly serve retirement plan clients. Collectively these firms manage nearly eight trillion in retirement plan assets, a significant portion of the nation’s total retirement savings.

A Market Defined by Scale and Integration

According to the article, the median firm serving retirement plans manages roughly ten million in plan assets, while the average firm oversees about one point two billion. The top tier of firms, including large plan consultants and aggregators, manage more than 2.4 trillion, representing almost one third of the entire market.

The data also highlights an important trend. While total plan assets increased from approximately 6.6 trillion to 7.9 trillion, the number of RIAs reporting retirement plan business fell by11%. This suggests that consolidation and scale driven expansion are reshaping the competitive landscape.

Why AdvizorPro’s Data Served as a Foundation

Our proprietary firm and advisor intelligence allowed the reporter to identify which RIAs explicitly list retirement plans as a client type, a detail that cannot be captured through incomplete datasets or unverified advisor profiles.

AdvizorPro tracks client type classifications, advisor roles, firm structure, AUM segments and organizational changes across the RIA landscape. This allows us to surface accurate insights on which firms are competing for retirement plan assets, how large their books are, and what patterns signal future growth.

Readers looking to deepen their understanding of advisor movement, firm specialization, and market dynamics can explore related insights in:

• The RIA M A Playbook How to Evaluate Targets Using Data

• Top RIA Custodian Trends Report 2025

These resources offer broader context on firm consolidation, growth patterns, advisor activity, and the structural shifts shaping private wealth.

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Key Dynamics Reshaping Retirement Planning

Several themes emerged in the coverage:

• Retirement plans are becoming a central growth engine for firms that can compliantly access plan assets through plan consulting, held away asset platforms, or hybrid wealth models.

• Larger firms continue to dominate the space as plan specialization drives stronger retention and better access to new opportunities.

• Integrated service models that combine retirement planning with wealth management are proving especially competitive.

• Access to reliable data and plan level insights remains a differentiator for providers seeking to expand across this segment.

Move Ahead With Verified Retirement Plan Intelligence

If you want to understand which firms are growing in the retirement plan space, which advisors are serving plan clients, and how the competitive landscape is shifting, AdvizorPro can help you stay ahead.

Start your free trial and access verified firm profiles, advisor data, and real time market intelligence across the retirement planning ecosystem.

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