Dakota
Dakota
Book a Demo
Talk to an Expert

Forusall

EST. AUM
$1,337,900,000

CONTACTS
1

CLIENT ACCOUNTS
46,824

Firm Details

Metro area San Francisco
CRD Number 167241
Website forusall.com
Client types

Overview

ForUsAll is a modern RIA and technology-driven 401(k) advisory platform, founded in 2013 and headquartered in San Francisco. It specializes in delivering affordable, fully integrated retirement plan solutions for small to mid-sized businesses and startups. By combining fiduciary advisory services with seamless payroll integrations, wellness tools, and investment menus—including optional cryptocurrency windows—ForUsAll aims to democratize retirement planning with efficiency, transparency, and customization.

Platform Details

Investment Preferences

Alternative Activity

Address

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

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy