Financial Advisors

Support for your growth strategies

Deepen your client relationships, expand your influence, grow your practice—our partnership model puts you and your valued role as an advisor at the center of all we do. Ascensus has partnered with financial advisors to bring retirement solutions to millions of people for more than 40 years. Our broad range of retirement solutions and industry-leading expertise give you the freedom to build a plan you can offer to clients with confidence.

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Retirement plans served, with a focus on helping Americans save for the future

independent retirement and government savings facilitator in the U.S.

in retirement assets under administration

As of 09/30/2024

Independence is central to what we believe.

As an independent firm, we offer the freedom to design the retirement program that will work for each unique organization and its employees—today, and as the business evolves and grows. From full flexibility that maximizes choice, to a streamlined offering that's quick and easy to implement, your clients can build their plan, their way.

Freedom to choose

Select the plan type, services, and investments that best suit your client’s business and employees.

Predictable pricing

Get simple, transparent pricing with no ties to investment choices and no surprises—ever.

Expert partnership

Rely on our deep experience to help you, your clients, and their employees optimize every aspect of the plan—and its outcomes.

Become an Elite Advisor

Your expertise in retirement plans is worthy of recognition—and rewards. Our Elite Advisor program delivers an enhanced level of attention and service to help your retirement practice grow and thrive.

Reach the pinnacle of excellence