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You need specialized services for your company’s planned benefits.

You may just not know it yet.

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We are Advo(k)ate Advisors.

Your 401(k) partners in retirement planned benefits.

We work with firms to improve their 401(k) participant outcomes by reducing fees, reaching more plan participants with better education and bringing unrivaled service, knowledge and experience to their firm’s retirement plan benefit offering.

Our client relationships run deep: our team is nimble and dedicated, and we are relentlessly focused on serving with acumen and enthusiasm. Here’s how:

Fee Reduction

Through ongoing cost review, analysis of provider costs, services and investments, we are able to protect your participants’ retirement savings and enhance performance over the long-term – all while prioritizing lower fees for your firm.

Fiduciary Investment Review

Upon engaging with your firm, we hand select and monitor investments, provide ongoing market review, create a bespoke investment policy statement and use a benchmark scorecard methodology to provide fund scores and recommendations.

Educational Resources

Increase your employee participation and satisfaction with resources to promote engagement and empowerment for your team. Timely and relevant commentaries for retirement committees, educational webinars and employee memos for plan participants are distributed routinely.

Let's Cultivate Success Together

Learn how Advo(k)ate can revolutionize your firms retirement benefits

Advo(k)ate Advisors, LLC stands at the forefront of advising employer-sponsored retirement plans, driven by a mission to enhance 401(k) participant outcomes.

Plan Mergers & Acquisitions
Compliance & Operational Oversight
Fiduciary Investment Advice
Quarterly Investment Reviews
Proprietary Low-Cost Investment Solutions
Comprehensive Fee & Benchmarking Analyses
Fiduciary Training
Cyber Security & Plan Provider Analyses

Join us in this journey of partnership-driven success.

Let's Work Together
Disclosures: Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

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.