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- Custodian
- Charles Schwab & Company · Empower
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-19-1983
- Office Locations
- 117
Office Locations
About Missionsquare Retirement
MissionSquare Retirement provides retirement plans (including 457(b), 401(k), and 403(b)) and a menu of investment options for participants and plan sponsors, with optional investment advisory services and access to CFP® professionals. It also publishes Washington Perspective, public-sector research, and market insights—helpful context for distribution teams focused on public-sector retirement markets.
Reported data analysis
What the numbers show
Between November 25, 2025 and July 27, 2026, reported AUM increased 5.9%, from $6.0B to $6.3B.
Across 5 reported observations, AUM increased 716.4% between December 5, 2022 and July 27, 2026, from $772.7M to $6.3B.
Of the latest reported AUM, 91.0% is discretionary and 9.0% is non-discretionary.
The firm reports 174 advisory representatives and 43,791 clients, or 251.7 clients per representative. That equates to $144.1K in reported AUM per client.
The profile lists 117 reported office locations and 43 years in operation. The source data was last updated on July 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Missionsquare Retirement record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
TANYA ANNE ANGE
DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
BRIAN WILLIAM CLARKE
DIRECTOR, Managing Partner
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 16 owners & executives
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NANCY AGAIBY
--
- CRD
- #2531916
SANDRA AGUILAR
--
- CRD
- #4385180
Showing 2 of 146 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,740,508,954 | $106,912 |
| Non-Discretionary | $567,707,134 | $567,707,134 |
| Total | $6,308,216,088 | $117,482 |
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Separately Managed Accounts
SMA allocation detail is available
Missionsquare Retirement has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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