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Expand Financial, LLC

EST. AUM
$1,835,744,176

CONTACTS
3

CLIENT ACCOUNTS
1,670

Firm Details

Metro area Dallas
CRD Number 152515
Website expandfinancial.com
Client types

Overview

Expand Financial delivers comprehensive fiduciary support and administrative infrastructure for advisors and institutions managing retirement plans, including RIAs, broker-dealers, and recordkeepers. The firm helps clients build and manage 401(k) investment lineups, drives investment monitoring, and serves as a 3(38) fiduciary where needed. With advanced technology, scalable operations, and a consultative focus, Expand Financial supports firms of all sizes—from those advising a few plans to those overseeing hundreds—making 401(k) capabilities an integral, efficient part of their business.

Platform Details

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Alternative Activity

Address

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

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