Are you looking for a local advisor providing a boutique experience and the strength and resources of a large national firm? With Pensionmark, you get the best of both worlds, working with an experienced independent advisor backed by a network of support specialists.

Whether you are an individual, employer, or advisor, we can help

Are you an investor looking for wealth management and financial planning services?

Reaching long-term goals requires a plan. No matter your phase of life, our advisors design risk-adjusted portfolios with those plans in mind.

Are you an employer looking for a retirement plan advisor?

Give your employees a quality retirement plan while helping to mitigate cost and risks and reducing your administrative workload.

Are you an advisor looking to scale your advisory practice?

As a part of our network, you can tap industry specialists, back-office support, and smart technology, all under flexible deal structure options. 


Retirement Plans Serviced

$ B+*

Assets Supported


Advisors and Staff



*As of 12/31/2022, the Pensionmark network of advisors and firms collectively provides support to over $76.1 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $18.2 billion.

Ready for the best of both worlds?