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MISSIONSQUARE RETIREMENT

WASHINGTON, DC · CRD 108783 · IAPD ↗ · research.missionsq.org · 202-962-4600

$6.31BRegulatory AUM
174Advisory reps
553Employees
3264Clients
n/aPlanning clients
0Private funds
53States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — MISSIONSQUARE RETIREMENT shrank from 211 to 174 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2026 — MISSIONSQUARE RETIREMENT added office(s): 9 -> 11 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
April 2025 — MISSIONSQUARE RETIREMENT notice-filed in VI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — MISSIONSQUARE RETIREMENT shrank from 224 to 211 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
85
January 2025 — MISSIONSQUARE RETIREMENT crossed $1B in regulatory AUM ($668.2M -> $6.11B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
November 2024 — MISSIONSQUARE RETIREMENT notice-filed in PR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
79
April 2024 — MISSIONSQUARE RETIREMENT grew from 213 to 224 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.