CRD: 112058
Empower Advisory Group, LLC
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- Custodian
- Empower · Fidelity/NFS · Pershing · State Street
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-22-2000
- Office Locations
- 1,099
Office Locations
About Empower Advisory Group, LLC
Empower Advisory Group, LLC is a registered investment adviser aligned with Empower to develop, enhance, and oversee advice solutions for Empower clients. It delivers online investment advice and discretionary/non-discretionary managed account programs for participants in select Empower recordkept retirement plans, plus advice for Empower Premier IRA and taxable brokerage accounts. Offerings include globally diversified portfolios using individual stocks and ETFs, model-based managed portfolios largely using Empower Funds, and comprehensive financial planning. A subsidiary of Empower Annuity Insurance Company of America.
Reported data analysis
What the numbers show
Between November 25, 2025 and July 9, 2026, reported AUM increased 22.8%, from $159.1B to $195.4B.
Across 5 reported observations, AUM increased 135.2% between November 18, 2022 and July 9, 2026, from $83.1B to $195.4B.
Of the latest reported AUM, 84.0% is discretionary and 16.0% is non-discretionary.
The firm reports 6,138 advisory representatives and 297,098 clients, or 48.4 clients per representative. That equates to $657.8K in reported AUM per client.
The profile lists 1,099 reported office locations and 25 years in operation. The source data was last updated on July 9, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
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- Technology
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Owner & Executives
Jane H Bartosik
Manager
- CRD
- #4656833
- Ownership
- Less than 5%
CRAIG ALAN BIRK
Certified Financial Planner, Manager
- CRD
- #5838518
- Ownership
- Less than 5%
Showing 2 of 15 owners & executives
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Victor Sal Acca
--
- CRD
- #2475505
Heyden Ricardo Acosta
--
- CRD
- #8256338
Showing 2 of 1944 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $164,237,996,079 | $784,402 |
| Non-Discretionary | $31,188,325,400 | $355,649 |
| Total | $195,426,321,479 | $657,837 |
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Separately Managed Accounts
SMA allocation detail is available
Empower Advisory Group, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Empower Advisory Group, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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