Paracle Advisors
Paracle Advisors is a privately-held retirement planning and investment management firm founded in 2004 in Mercer Island, Washington, serving individual clients with advisory services under co-founders EJ Brink and Anne Marie Stonich.
- Company typePrivate
- Founded2004
- HeadquartersMercer Island, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
Paracle Advisors firmographics
Firmographics- Name
- Paracle Advisors
- Website
- https://paracle.com
- Company type
- Private
- Founded year
- 2004
- Headcount range
- 11–50 employees
- Short description
- Paracle Advisors is a privately-held retirement planning and investment management firm founded in 2004 in Mercer Island, Washington, serving individual clients with advisory services under co-founders EJ Brink and Anne Marie Stonich.
- Ownership category
- akta.pro rank
Paracle Advisors industry classification
Industry- Product category
- Retirement Planning Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE)
Keywords
Where Paracle Advisors is headquartered
LocationHeadquarters
- HQ city
- Mercer Island
- HQ country
- United States
- HQ region
- North America
Markets served
Paracle Advisors business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations
Paracle Advisors product offering
Product offeringCore offering
Paracle Advisors provides retirement planning and investment management services. The firm supports clients in preparing for retirement through tailored financial strategies and ongoing investment oversight.
Differentiator
Problem solved
Functional benefit
Products and services
- Retirement Planning Retirement planning services for individuals preparing for retirement, focused on building tailored financial strategies to support long-term financial security.
- Investment Management Ongoing investment management services to oversee client portfolios in alignment with retirement and broader financial goals.
Companies that use Paracle Advisors
Customer profileIdeal customer profiles1 record
Paracle Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Paracle Advisors competitors and assessment
Company assessmentDirect peers
- SageView Advisory Group: Specialist RIA focused on retirement plan consulting and wealth management for corporate executives and high-net-worth individuals. Directly comparable to Paracle on retirement-focused advisory services and the dual retirement-wealth service model.
- Buckingham Strategic Wealth: Fiduciary-focused RIA providing retirement, investment, and tax planning services to individuals and families. Directly comparable to Paracle on the small-firm, retirement-and-investment-management value proposition and fee-only model.
- CAPTRUST: Independent RIA specializing in retirement plan advisory (401(k), 403(b), defined benefit) for corporate sponsors, with a complementary private wealth practice. Highly comparable to Paracle's stated retirement focus and the most direct peer in the corporate retirement plan advisory space.
Broad incumbents
- Edelman Financial Engines: Largest independent RIA in the U.S. with deep retirement planning and 401(k) advisory capabilities, serving individual and corporate plan clients. Comparable to Paracle on retirement planning focus and investment management services, though at vastly greater scale.
- Carson Group: Comprehensive wealth management firm offering retirement planning, investment advisory, and business consulting to financial advisors and their clients. Comparable on the retirement planning focus and as a potential roll-up acquirer of smaller RIAs like Paracle.
- Mariner Wealth Advisors: National wealth advisory firm providing retirement planning, investment management, and fiduciary services to individuals and institutions. Comparable on the integrated retirement + investment management offering, with a similar boutique-to-mid-market positioning tier.
- Fisher Investments: Large global investment management firm with a strong private client retirement and wealth management practice. Comparable to Paracle on the investment management and retirement focus, though at significantly greater scale and with a more institutionally-oriented model.
- Creative Planning: Large national RIA offering comprehensive retirement, investment, and wealth planning services to individuals and businesses. Directly comparable on the retirement planning and investment management value proposition, with substantially more scale and product breadth.
Emerging players
- Facet Wealth: Tech-enabled RIA providing flat-fee financial planning and retirement advice to mass-affluent clients nationwide. Comparable to Paracle on retirement-focused advisory services, but with a digital delivery model that represents competitive pressure on traditional boutique advisors.
- OneDigital: Workplace benefits and retirement plan advisory firm serving corporate sponsors with 401(k) advisory, financial wellness, and wealth management services. Comparable to Paracle on retirement advisory, particularly in the corporate plan channel.
Market position
Customer concentration
Paracle Advisors social profiles
Digital presenceParacle Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Paracle Advisors leadership team
Management profileNumber of profiles
Profiles2 records
Paracle Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Paracle Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Paracle Advisors
What does Paracle Advisors do?
Paracle Advisors provides retirement planning and investment management services. The firm supports clients in preparing for retirement through tailored financial strategies and ongoing investment oversight.
When was Paracle Advisors founded?
Paracle Advisors was founded in 2004. It employs 11 to 50 people.
Where is Paracle Advisors based?
Paracle Advisors is headquartered in Mercer Island, United States, in the North America region.
Who are Paracle Advisors's main competitors?
Direct peers on record are SageView Advisory Group, Buckingham Strategic Wealth and CAPTRUST. Broad incumbents are Edelman Financial Engines, Carson Group, Mariner Wealth Advisors, Fisher Investments and Creative Planning. Emerging players are Facet Wealth and OneDigital.
Does Paracle Advisors have an API?
No public API is recorded for Paracle Advisors.
What industry is Paracle Advisors in?
Paracle Advisors's product category is Retirement Planning Services. Its primary akta.pro industry code is FSAAACAE, Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers). Its NAICS code is 523940 and its SIC code is 6282.