AdFi
HI

HUMAN INTEREST ADVISORS LLC

SEC Registered

Reinventing the 401(k).

SAN FRANCISCO, CAhttps://humaninterest.com(855) 622-7824
Assets Under Management
$5B–$25B
Year Founded
2015
Employees
6
Office Locations
1 office
Total Accounts
762032

About the firm

Founded in 2015, Human Interest is a hyper-growth company on a mission to ensure that people in all lines of work have access to retirement benefits. Human Interest makes it easy and affordable to help employees save for retirement, serving 40,000+ businesses and 1,000,000+ employees covered.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

High Net WorthPension/Profit Sharing

Areas of expertise

401(k)403(b)IRARetirement PlansPlan AdministrationPayroll IntegrationSafe Harbor PlansProfit-sharingEmployee BenefitsFinancial Education

Services

401(k) and 403(b) plan administration including Traditional and Roth 401(k)s, 403(b)s, safe harbor plans, and profit-sharing plans; payroll syncing; contribution processing; compliance testing and IRS paperwork; IRA accounts and rollovers; investment education; and the (k)ickstart program offering 3% cash back on employee contributions

Who they serve

Businesses (employers) and their employees seeking retirement benefits, including small businesses and workers in all lines of work

Client segmentClientsAssets managed
Individuals (Non-HNW)792,873$7.8B
High Net Worth Individuals184$268M
Investment Companies0
Pooled Investment Vehicles0$0
Pension/Profit Sharing Plans0$0
Charitable Organizations38,389$0
State/Municipal Entities0
Insurance Companies0
Sovereign Wealth Funds0
Corporations0$0

31,025 total clients reported on Form ADV.

Leadership

Human Interest Inc.
MEMBER
Roger Ray Lee
MANAGER & CHIEF COMPLIANCE OFFICER

Office locations

1 office in 1 state
CA
SAN FRANCISCOHQ

Advisors at this firm

2 advisors in the directory

Regulatory & compliance

CRD number
#269875
SEC Number
801-100429
Disciplinary History
No
Fee Model & Minimums
Model: AUM

Data as of April 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

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Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. HUMAN INTEREST ADVISORS 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.

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