Asset manager
Advanced Retirement Solutions, LLC
SEC-registered investment adviser · CRD 288022 · SEC 801-126168
At a glance
Advanced Retirement Solutions, LLC is an SEC-registered investment adviser based in United States, with $272 million in regulatory assets under management as of its Form ADV filed March 24, 2026. Its largest client group by assets is pension and profit sharing plans. By Form ADV it is a asset manager, ranked 1,980th of 3,218 asset managers and 10,674th of 17,210 SEC-registered advisers by assets.
arsadvisor.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $272M
- Rank among asset managers
- #1,980 of 3,218
- Rank among all SEC RIAs
- #10,674 of 17,210
- Clients
- 50
- Accounts
- 50
- Discretionary
- 0% of AUM
- Employees
- 1
- Advisory staff
- 1
- Offices
- 1
Owners and executives on its Form ADV
- Jeffrey M. JustiManaging Member and Chief Compliance Officer
Custody and brokerage
2 custodians
- Voya Institutional Trust$137M56%
- Empower$108M44%
Other RIAs using Voya Institutional TrustOther multi-custodian RIAs
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pension and profit sharing plans | 50 | $272M | 100% |
Disciplinary disclosures
Advanced Retirement Solutions, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Pension consulting
How it’s paid
- Fixed fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗arsadvisor.com ↗
AtlasMembers
The full record on Advanced Retirement Solutions, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 3 years of filings
- Locked
- Growth over one, three and five years
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- Rank against 904 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Advanced Retirement Solutions, LLC manage?
Advanced Retirement Solutions, LLC reports $272 million in regulatory assets under management across 50 accounts, on its Form ADV filed March 24, 2026.
What kind of firm is Advanced Retirement Solutions, LLC?
Advanced Retirement Solutions, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Advanced Retirement Solutions, LLC’s clients?
By assets, its largest client types are pension and profit sharing plans ($272 million, 50 clients).
Does Advanced Retirement Solutions, LLC have any disciplinary history?
Advanced Retirement Solutions, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Advanced Retirement Solutions, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-24), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →