Empower Retirement
$11.2B reported client assets across 8 advisory firms in FY2025 annual amendments
Reported client assets over time
Same-firm comparison: 6 firms that reported Empower Retirement in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2019, 2020, 2021, 2022 are shown but partial — only FY2019: 1 cohort firms, FY2020: 1 cohort firms, FY2021: 3 cohort firms, FY2022: 4 cohort firms. No matched data for FY2018.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Usi Advisors, Inc. | $7.5B | $56.3B | 13.2% | 03/30/2026 |
| Fisher Retirement Solutions Llc | $1.4B | $6.8B | 20.9% | 03/24/2026 |
| Hays Financial Group, Llc | $1.0B | $7.5B | 13.7% | 03/25/2026 |
| Procourse Fiduciary Advisors, Llc | $825M | $5.5B | 15.0% | 03/23/2026 |
| Provenance Wealth Advisors, Llc | $314M | $4.4B | 7.1% | 01/09/2026 |
| Schulz Wealth, Ltd. | $91.7M | $438M | 20.9% | 02/25/2026 |
| Monterey Wealth Partners Llc | $85.1M | $300M | 28.4% | 01/26/2026 |
| Consilium, Llc | $17.5M | $215M | 8.1% | 03/24/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.