Updated:Jun 3, 2026

ANCORA RETIREMENT PLAN ADVISORS, LLC

ANCORA RETIREMENT PLAN ADVISORS, LLC is an SEC-registered investment adviser in Cleveland, Ohio, registered since 2007. The firm manages approximately $1.5...

ANCORA RETIREMENT PLAN ADVISORS, LLC

ANCORA RETIREMENT PLAN ADVISORS, LLC is an SEC-registered investment adviser in Cleveland, Ohio, registered since 2007. The firm manages approximately $1.5 billion in assets. It has 41 employees and 22 investment advisers.

General information

Firm type

RIA

What type of clients does ANCORA serve?

ANCORA RETIREMENT PLAN ADVISORS serves retirement plan sponsors, including corporations, non-profits, and other entities that maintain ERISA-governed defined-contribution or defined-benefit plans. The firm acts as a fiduciary under the Employee Retirement Income Security Act of 1974.

What fiduciary services does ANCORA provide?

The firm offers both 3(21) (co-fiduciary) and 3(38) (directed fiduciary) services. These include selecting investment menus, monitoring funds for performance and fees, reviewing plan providers, and assisting with participant education. The scope is limited to plan-level advisory.

Does ANCORA manage assets directly or make investments?

ANCORA advises on the investment lineup of client retirement plans but does not manage pooled assets or make direct investments of its own capital. The firm does not hold itself out as an asset manager.

Who are the principals of ANCORA?

Publicly available sources do not list the names or titles of ANCORA's principals. The firm does not appear to publish a leadership page on its website, and no SEC or regulatory filing naming individuals is readily accessible in non-subscription databases.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.