Gusto Investment Services, LLC
SEC Registered401(k) and payroll — all in one place
About the firm
Gusto 401(k) powered by Guideline is a retirement benefits platform that unifies payroll and 401(k) administration in one seamless experience. Guideline has joined Gusto, combining their services to offer automated deductions, contributions, and guided investments for employers and employees.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
401(k) plan administration integrated with payroll, automated deductions and contributions, compliance support, guided investment portfolios comprised of low-cost Vanguard funds, a self-serve portal for employers using other payroll providers, and a mobile app for retirement savings tracking.
Who they serve
Employers, including Gusto payroll customers and those using other payroll providers, seeking 401(k) retirement plan solutions for their teams.
| Client segment | Clients | Assets managed |
|---|---|---|
| Charitable Organizations | 61,815 | $16.3B |
Leadership
Office locations
Regulatory & compliance
Data as of April 30, 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. Gusto Investment Services, LLC 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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