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Pointoak Retirement Advisors

EST. AUM
$1,078,990,787

CONTACTS
3

CLIENT ACCOUNTS
117

Firm Details

Metro area Washington, DC
CRD Number 314866
Website pointoak.com
Client types

Overview

PointOak Retirement Advisors, LLC is a McLean, Virginia–based SEC-registered RIA specializing in fiduciary retirement plan consulting. Founded by Darshan Prakash Makim, the firm manages approximately $818.7 million in assets—mostly under non-discretionary arrangements. It serves roughly 92 clients, with a strong focus on corporate clients offering retirement plans. PointOak provides independent, plan-focused advisory services guided by ERISA fiduciary standards, targeting efficient, compliant outcomes for plan sponsors and participants.

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Address

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

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