Fi401k Advisors

$915MAssets under management
as of Jan 2026 · SEC Form ADV
Centennial, CO
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Tech stack

No one at Fi401k Advisors has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Fi401k Advisors's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Mid Atlantic Trust Company
Per Form ADV · $351M held · filed Jan 2024
Matrix Trust
Per Form ADV · $206M held · filed Jan 2024
Reliance Trust Company
Per Form ADV · $190M held · filed Jan 2024