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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Fusion atlasUnison +more
- Established Date
- 04-28-2023
- Office Locations
- 22
Office Locations
About Accelerate Retirement
Accelerate Retirement (Accelerate Investment Advisors LLC) is a retirement plan advisory and wealth management firm focused on employer-sponsored plans for plan sponsors and participants. Services include fiduciary governance, investment analysis, fee benchmarking/RFP support, plan design, target-date fund reviews, and workplace financial planning and education, including use of institutional share classes and CITs where appropriate. The firm is CEFEX certified and appears in 2025 NAPA and PLANADVISER plan consulting rankings.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
VINA AILEEN FERIA FARRALES
Chief Compliance Officer
- CRD
- #2551459
- Ownership
- Less than 5%
CHRISTOPHER M GIOVINAZZO
Chief Executive Officer, Retirement Plan Advisor
- CRD
- #6105579
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JONATHAN JOSEPH BEBE
--
- CRD
- #6432091
JOSEPH DENSON BIGGERSTAFF
Advisor
- CRD
- #2396377
Ember unison
Foundation beacon horizon
- CRD
- #90130
Showing 2 of 32 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $271,377,901 | $315,189 |
| Non-Discretionary | $43,992,899 | $999,839 |
| Total | $315,370,800 | $348,476 |
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Separately Managed Accounts
Total SMA Asset: $315,370,800
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,400,099,631 | 16.5% |
| Equity - Exchange | $407,301,711 | 4.8% |
| Cash | $1,748,003,176 | 20.6% |
| Municipal Bonds | $381,845,354 | 4.5% |
| Other | $958,856,111 | 11.3% |
| Corporate - Investment Grade | $1,892,255,865 | 22.3% |
| Private Funds | $432,758,068 | 5.1% |
| U.S. Government/Agency | $1,264,332,393 | 14.9% |
| Total | $8,485,452,309 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VITAL VALUE | FUSION VERTEX | W6PHXBDIS | PRXWY | 1.09% | $90,843,721 |
| FUSION QUANTUM CREST | OPTIMA OAK | TZ9JJL6RF | PNHOO | 4.39% | $25,523,804 |
| WAVE EAGLE | ALPHA RIDGE | 9A6HK39QT | UWP | 12.55% | $19,861,097 |
| BEACON NORTH | TIMBER VITAL | 6BGSZYZMX | NCJ | 9.68% | $81,237,637 |
| VECTOR UNISON | OPTIMA PIONEER | H0KRED72S | PPVN | 3.78% | $69,156,296 |
| FOUNDATION PIONEER MOMENTUM | PEAK DELTA | DGU6L6BET | HIUG | 9.24% | $116,980,849 |
| OPTIMA WAVE | PIONEER EAGLE | 2AXRC4ZEF | OKQB | 1.31% | $37,958,081 |
| EAGLE VERTEX HARBOR | INSIGHT ATLAS | GCN94BV23 | BRJL | 4.74% | $34,613,687 |