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Advocacy-Driven Retirement Plan Consulting

Advo(k)ate Advisors is a team of retirement plan consultants focused on lowering costs and improving employee retirement outcomes for businesses nationwide.
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About Advo(k)ate Advisors

Since we started, we’ve focused on one goal — clear, affordable retirement plans. If you’ve ever searched “retirement plan consultants near me,” this is where the query ends.
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Where Advo(k)ate Advisors Began

With roots dating back more than four decades, Advo(k)ate Advisors was shaped through a series of thoughtful partnerships, industry shifts, and leadership decisions.

The timeline below highlights key moments that shaped our firm and led us to where we are today.

1980

Drennen Williams and Charles Anderson form partnership

1982

Williams and Anderson affiliate with Integrated Resources

1989

Integrated Resources spins out its broker-dealer, rebranding as Royal Alliance

2004

Renn Williams joins Royal Alliance

2008

Andrew Blankenship joins Royal Alliance

2010

Renn and Andrew begin providing investment advice to 401(k) plans

2022

Renn and Andrew form Advo(k)ate Advisors as a new DBA name for their existing Royal Alliance branch office

2023

Royal Alliance rebrands as Osaic Wealth, Inc.

2025

Following the consolidation of over 10 firms, Osaic Wealth becomes the 2nd largest independent broker-dealer and RIA in the US

What We Deliver Today

Retirement plans are all we do. That focus lets us deliver deeper expertise and faster answers than generalist advisors, backed by a documented fiduciary process and a service model that keeps committees and employees informed.
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Independent 3(21) and 3(38) fiduciary guidance

Fee benchmarking that drives cost savings plan-wide

Participant education that raises engagement and deferral rates

(k)lean Analysis™ — our annual, end-to-end review of plan design, operations, and compliance

About Us
Improve 401(k) participant outcomes by reducing fees, reaching more plan participants with better education, and bringing unrivaled service, knowledge, and experience to retirement plan sponsors that have been neglected by their service providers.

NAPA Top DC Advisor Teams

The NAPA Top DC Advisor Teams list issued on March 18, 2025 for the 2025 year highlights retirement plan advisor firms that are in a single physical location, and have at least $100 million in DC assets under advisement.  The list is based on self-reported assets under advisement as of December 3, 2024. 433 teams were selected. No fee was paid for the nomination, receipt, or promotion of the award.  Third-party ratings are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. 

NAPA Top Women of Excellence- MVP

NAPA Top Women of Excellence – MVP award issued by National Association of Plan Advisors (NAPA) on October 20, 2025 for the 2025 Year was awarded to non-producing (possibly) licensed relationship managers primarily focused on managing relationships and the retention of clients.  The financial professional applied for the recognition.  Criteria used to determine the winner(s) includes information provided on a series of quantitative and qualitative questions on their experience and practice, as well as accomplishments, contributions to the industry, state of workplace retirement plans and the ways in which they give back.  Numerous people were considered for this honor and 110 were selected in the MVP category.  No fee was paid for the nomination, receipt, or promotion of the award.  Third-party ratings are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. 

PLANADVISER Top Retirement Plan Advisers

The PLANADVISER Top Retirement Plan Advisers listing issued on March 21, 2025 for the 2025 year recognizes the top retirement plan advisers in the industry based on quantitative measures. Criteria to be listed requires advisers to have a minimum requirement of 50 plan clients or retirement plan assets under advisement of $400 million or more. Numerous people were considered for this honor and 267 were selected. No fee was paid for the nomination, receipt, or promotion of the award.  Third-party ratings are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.