Erisa Advisers, Inc.
SEC RegisteredAbout the firm
ERISA RetireReady is a Community of workers and retirees who are paired with a dedicated advisor. The firm is on a mission to empower all workers with the resources they need to achieve retirement readiness.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment insights and commentary, retirement readiness resources, account aggregation tool (Morningstar Wealth's ByAllAccounts) that pulls all investments into a single login, and market updates including quarterly market reviews and asset allocation guidance.
Who they serve
Workers and retirees
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 17 | $9.4M |
| High Net Worth Individuals | 0 | — |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 117 | $176M |
| State/Municipal Entities | 1 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Investment Management | Qualified Retirement Plans (IRC §401(a)) | 0.50% |
| ERISA §3(38) Investment Manager - Asset Fee | 0.05% |
| Investment Management for Individual Client (non-ERISA plan) - Asset Fee | 0.25% |
Data as of March 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Erisa Advisers, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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