A complete list of active advisors currently associated with Retirement Management Systems
Warmer can help you find a great advisor at Retirement Management Systems or one who fits your needs even better.
Retirement Management Systems provides Savings Plan Management, discretionary portfolio management, financial planning, and plan-sponsor consulting to individual retirement plan participants and plan sponsors. As of December 31, 2025, the firm reported managing $1,886,716,918 in discretionary assets across 4,126 individual accounts. The firm uses a risk‑based, model-driven approach built around seven portfolio models developed with LSA Portfolio Analytics, implementing and rebalancing strategies via Schwab Advisor Services. RMS offers both discretionary asset management and non-discretionary quarterly allocation recommendations for participants, and supports plan sponsors with 3(21), 3(38) and 3(38) Plus fiduciary services. Noteworthy features compared with many team firms include the firm’s scale—nearly $1.9 billion in AUM and several thousand participant accounts—which results in an unusually high level of assets and client relationships per advisor and a reliance on standardized model portfolios and custodial processes. RMS also conducts educational seminars for advisors, plan participants and other audiences, and discloses operational considerations such as potential constructive custody when accessing participant plan accounts.
To learn more about the advisors currently working at Retirement Management Systems, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Retirement Management Systems's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Leonardtown, MD
| 0
| |
Leonardtown, MD
| 22
| |
Angleton, TX
| 37
| |
Tampa, FL
| 44
| |
Leonardtown, MD
| 7
|
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