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ACCELERATE RETIREMENT
ACCELERATE INVESTMENT ADVISORS LLC
CRD 325859 · SEC 801-127772
120 VANTIS DR., SUITE 330, ALISO VIEJO, CA, 92656, United States
Phone
888-439-7071
Fax
(949) 629-3226
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$315.4M
Discretionary AUM
$271.4M
Team
40 total employees; 31 advisory reps; 562 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 434 | $144.7M |
| High net worth individuals | 48 | $114.6M |
| Pension/profit sharing plans | 577 | $18.4M |
| Corporations/business entities | 5 | $6.5M |
States served
AZ, CA, CO, GA, ID, IL, LA, MD, MA, MI, MS, NV, NJ, NM, NY, NC, OR, PA, SC, TN, VA, WA, TX, CT, FL
All web addresses on file
- https://tealretirement.com
- https://www.linkedin.com/company/accelerateretirement
- https://www.linkedin.com/company/collaborative-financial-group/
- https://www.linkedin.com/company/friedrich-financial/about/
- https://www.linkedin.com/company/sapers-&-wallack-inc-/
- https://www.linkedin.com/company/lbg-advisors/
- https://www.friedrichfinancial.net/
- https://accelerateretirement.com
- https://www.sapers-wallack.com
- https://vpisfinancial.com/corporate-retirement/
- https://twitter.com/accelretire
- https://www.linkedin.com/company/tealretirementconsulting
- https://sjeretire.com
- https://www.linkedin.com/company/totalbenefitsca/
- https://www.linkedin.com/company/accelerateretirement/
- https://www.jonathanwhitecpa.com/
- https://www.collaborativefinancialgroup.com
- https://www.mogulweatlh.com
- https://alkemefinancial.com
- https://www.lbgadvisors.com
- https://biggfinancial.com
- https://www.linkedin.com/in/jjhollands
- https://www.totalbenefitsca.com/
Official SEC filing: View on IAPD