Accelerate Retirement

EST. AUM
$315,370,800

CONTACTS
2

CLIENT ACCOUNTS
905

Firm Details

Metro area Los Angeles
CRD Number 325859
Website accelerateretirement.com
Client types

Overview

Accelerate Investment Advisors LLC (dba Accelerate Retirement) is a boutique RIA headquartered in Aliso Viejo, California, founded in March 2023. Specializing in workplace retirement plan consulting and advisory, the firm provides fiduciary investment analysis, plan design, fee benchmarking, asset allocation, provider research, and participant education. Serving individuals and businesses alike, Accelerate combines personalized advisory services with ERISA-aligned co-fiduciary responsibilities, supported by a technology-enabled platform to simplify and safeguard retirement outcomes.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Accelerate Retirement

Platform Details

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Address

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