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Voya Retirement Advisors
Voya Retirement Advisors is an SEC-registered investment adviser in Windsor, CT, registered since 2000. The firm manages $37.5 billion in regulatory assets.
Voya Retirement Advisors
Voya Retirement Advisors is an SEC-registered investment adviser in Windsor, CT, registered since 2000. The firm manages $37.5 billion in regulatory assets. It has 121 employees and 121 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Location
Region
North America
Country
United States
City
Windsor
Corporate office
Windsor, CT, United States
Principals
Heather Lavallee
CEO of Voya Financial
Sector focus
Frequently asked questions
What is Voya Retirement Advisors' relationship to Voya Financial?
Voya Retirement Advisors is a wholly owned subsidiary of Voya Financial. It serves as the registered investment adviser through which Voya delivers fiduciary investment management to retirement plans. Its advisory services are integrated with Voya's recordkeeping, brokerage, and insurance operations.
Does the firm's advice include proprietary Voya products?
Yes, the firm commonly includes Voya's own stable value funds, general-account products, and proprietary mutual funds within recommended lineups and managed accounts. The SEC Form ADV and plan-level disclosures detail these affiliated-product conflicts. As a dually registered entity, its advisers can also receive compensation tied to Voya insurance and annuity products.
Is the firm independent, or does it rely on Voya's institutional resources?
The firm is not independent — it is a captive arm of Voya Financial. Its advisers use Voya's broker-dealer for securities execution, rely on Voya's recordkeeping platforms for participant data, and access Voya's home-office investment consulting team for fund due diligence. This creates operational efficiencies but means the advice is delivered within Voya's product ecosystem.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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