Pensionmark Financial Group Revenue and Competitors

Pensionmark Financial Group was founded in 1988 as a consulting firm dedicated to the retirement plan industry. Pensionmark now has over 2,000 corporate retirement plans under advisement. With 250 advisors and staff throughout the United States, we have assembled committed and experienced professionals with one guiding purpose in mind: to help Plan Sponsors and Individual Investors meet and exceed their retirement plan needs and obligations. Pensionmark was named as the Inaugural PLANSPONSOR Retirement Plan Advisor Team of the Year by PLANADVISER Magazine (1), and listed 5 times on Inc. Manazine's Inc 500|5000 lists of fastest-growing private companies in America (2012, 2013, 2014, 2016, 2018) (2). (1) September/October 2013. Nominated by industry professionals and selected by PLANADVISER committee and based on a qualitative evaluation of service levels (2) Ranked according to percentage three-year revenue growth. Companies must have been founded and be generating revenue of $100,000 3 years prior to the awarding year, be U.S.-based, privately held, for profit, and independent as of Dec. 31 of the year prior to the awarding year. Pensionmark Financial Group, LLC (Pensionmark) is an investment adviser registered under the Investment Advisers Act of 1940. Pensionmark is affiliated through common ownership with Pensionmark Securities, LLC (member SIPC).