Accelerate Retirement - Investment Advisers

About Accelerate Retirement

Accelerate Investment Advisors LLC, which uses the name Accelerate Retirement, is an investment adviser based in Aliso Viejo, California, and is listed in the directory of US investment advisers. It reports regulatory assets under management of $315.37 million and has 40 employees. The firm focuses on workplace retirement plans, providing consulting to employers that sponsor them, along with wealth management services. The firm describes its work as helping plan sponsors manage fiduciary responsibilities amid ERISA litigation and evolving compliance requirements. Its listed services include fiduciary governance, investment analysis, fee benchmarking, target date fund consulting, plan design consulting, and workplace financial planning with group education for employees. It also publishes articles on retirement topics. In March 2026, the firm was included in NAPA's 2026 Top DC Advisor Multi-Office Firms ranking and PLANADVISER's 2026 Top Retirement Plan Advisers list, and adviser Chris Giovinazzo was recognized individually by PLANADVISER. Both rankings were based on information reported as of December 31, 2025, and the firm paid no fee to participate. The firm is one of the investment advisers in California in this directory. Note: only two link slots were provided, so the text includes two links rather than the requested three to five.

Key Facts

Assets Under Management

$315.37M

Employees

40

SEC File Number

801-127772