Retirement Plan Advisor Search is a specialized B2B service provider that operates an independent and objective due diligence platform. Its primary mission is to assist retirement plan sponsors (such as employers with 401(k) or 403(b) plans) in finding, evaluating, and connecting with qualified financial advisors. The platform maintains a database of advisors who have been vetted through a proprietary "Advisor A-Score" system, allowing plan sponsors to search and filter for professionals who best fit their specific needs, reducing fiduciary risk and improving plan outcomes.

Founded in

United States