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- Custodian
- Charles Schwab & Company · Empower · Fidelity/NFS · Fiduciary Trust · Stifel
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-07-2012
- Office Locations
- 1
Office Locations
About MJ Retirement
MJ Retirement partners with employers to design and manage workplace retirement plans and financial wellbeing programs. As part of MJ Benefits+, the team brings a holistic, data-driven consulting approach that integrates plan design, fiduciary governance and oversight, investment selection and monitoring as a fiduciary, and vendor searches/negotiations. Built for plan sponsors seeking analytics-backed decisions that improve participant outcomes and the employee experience.
Reported data analysis
What the numbers show
Between March 20, 2025 and March 23, 2026, reported AUM increased 8.3%, from $5.1B to $5.5B.
Across 5 reported observations, AUM increased 4.3% between March 23, 2022 and March 23, 2026, from $5.3B to $5.5B.
Of the latest reported AUM, 32.7% is discretionary and 67.3% is non-discretionary.
The firm reports 7 advisory representatives and 193 clients, or 27.6 clients per representative. That equates to $28.5M in reported AUM per client.
The profile lists 1 reported office location and 14 years in operation. The source data was last updated on March 23, 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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- Custodian
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Owner & Executives
Bryan James Gross
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
DOUGLAS GLEN PRINCE
Chief Executive Officer, Chief Investment Officer, Principal, Retirement Plan Advisor
- CRD
- #2711184
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Scott Thomas Bilyou
Client Executive
- CRD
- #8276457
Paul Anthony Donahue
Retirement Plan Advisor
- CRD
- #5207691
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,795,879,075 | $9,977,106 |
| Non-Discretionary | $3,696,712,789 | $30,054,576 |
| Total | $5,492,591,864 | $18,127,366 |
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Separately Managed Accounts
SMA allocation detail is available
MJ Retirement has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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