ALISO VIEJO, CACRD 325859Latest ADV April 13, 2026
Accelerate Retirement is an SEC registered investment adviser organized as a limited liability company with a primary office location in Aliso Viejo, CA. Its latest Form ADV filing, dated April 13, 2026, reports $315M in regulatory assets under management, 40 employees, 18 offices, and 905 accounts.
Assets Under Management
$315M
Employees
40
Offices
18 offices
Total Clients
1,076
Primary office
ALISO VIEJO, CA
120 VANTIS DR., SUITE 330, ALISO VIEJO, CA, United States
Top client segmentPension Plans represent 53.6% of total clients.
Top client categories% of clientsClients
1
Pension Plans
53.6%
577
2
Individuals
40.3%
434
3
HNWI
4.5%
48
4
Irrevocable Trusts/Estates
1.1%
12
5
Corporations
0.5%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$315Mas of April 13, 2026
Discretionary86.1%
$271M
86% of total RAUM86.1%
Non-discretionary13.9%
$44M
14% of total RAUM13.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$315M
Total Accounts905
10Y AUM Change+$315M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees40
Clients per Employee27:1
10Y Employee Change+21 (+110.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.