PSP & Associates
PSP & Associates is a privately held, small-scale wealth management and financial/retirement planning practice based in Peoria, Illinois, founded in 2002 and serving individual and household advisory clients.
- Company typePrivate
- Founded2002
- HeadquartersPeoria, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
PSP & Associates firmographics
Firmographics- Name
- PSP & Associates
- Legal name
- PSP & Associates
- Website
- https://pspassoc.com
- Company type
- Private
- Founded year
- 2002
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- PSP & Associates is a privately held, small-scale wealth management and financial/retirement planning practice based in Peoria, Illinois, founded in 2002 and serving individual and household advisory clients.
- Ownership category
- akta.pro rank
PSP & Associates industry classification
Industry- Product category
- Wealth Management Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro industry
- Financial Planning–Led RIAsFinancial & Insurance/Asset & Wealth Management/Registered Investment Advisors (RIAs) & Independent Wealth ManagersRegistered Investment Advisor (RIA) Wealth ManagementRetirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers)Financial & Insurance/Asset & Wealth Management/Registered Investment Advisors (RIAs) & Independent Wealth Managers
Keywords
Where PSP & Associates is headquartered
LocationHeadquarters
- HQ city
- Peoria
- HQ country
- United States
- HQ region
- North America
Markets served
PSP & Associates business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations
PSP & Associates product offering
Product offeringCore offering
PSP & Associates specializes in offering wealth management, financial planning, and retirement planning services. The firm delivers personalized advisory services aimed at helping individual clients manage, grow, and preserve their personal financial assets and prepare for retirement.
Differentiator
Problem solved
Functional benefit
Companies that use PSP & Associates
Customer profileIdeal customer profiles1 record
PSP & Associates technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
PSP & Associates competitors and assessment
Company assessmentBroad incumbents
- Ameriprise Financial: Diversified financial services company with a large franchise of financial advisors providing wealth management and retirement planning — comparable in service offerings.
- Fidelity Wealth Management: Major asset manager offering wealth management, financial planning, and retirement advisory services to individuals — comparable in customer segment and service type.
- LPL Financial: Largest independent broker-dealer in the US, supporting thousands of independent financial advisors who deliver wealth and retirement planning — comparable business model of advisor-led financial and retirement planning.
- Cetera Financial Group: Independent broker-dealer and RIA-support platform for independent financial advisors offering wealth management and retirement planning — similar service set as PSP & Associates.
- Commonwealth Financial Network: Privately held independent broker-dealer and RIA providing wealth management and financial planning support to independent advisors — directly comparable business model.
- Raymond James Financial Services: Large diversified financial services firm with a substantial private client group focused on financial and retirement planning — comparable service offering and client profile.
- Cambridge Investment Research: Independent broker-dealer supporting a national network of financial advisors in wealth and retirement planning — comparable advisor-led planning business model.
Direct peers
- Edward Jones: Large national financial advisory firm offering wealth management, retirement, and financial planning services to individuals — directly comparable in service mix and customer segment to PSP & Associates' stated offering.
Market position
Customer concentration
PSP & Associates social profiles
Digital presencePSP & Associates financial estimates
Financial estimateRevenue estimate
Valuation estimate
PSP & Associates leadership team
Management profileNumber of profiles
PSP & Associates funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
PSP & Associates 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 PSP & Associates
What does PSP & Associates do?
PSP & Associates specializes in offering wealth management, financial planning, and retirement planning services. The firm delivers personalized advisory services aimed at helping individual clients manage, grow, and preserve their personal financial assets and prepare for retirement.
When was PSP & Associates founded?
PSP & Associates was founded in 2002. It employs 1 to 10 people.
Where is PSP & Associates based?
PSP & Associates is headquartered in Peoria, United States, in the North America region.
Who are PSP & Associates's main competitors?
Broad incumbents on record are Ameriprise Financial, Fidelity Wealth Management, LPL Financial, Cetera Financial Group, Commonwealth Financial Network, Raymond James Financial Services and Cambridge Investment Research. Edward Jones is listed as a direct peer.
Does PSP & Associates have an API?
No public API is recorded for PSP & Associates.
What industry is PSP & Associates in?
PSP & Associates's product category is Wealth Management Services. Its primary akta.pro industry code is FSAAACAB, Financial Planning–Led RIAs, with a secondary code of FSAEABAA, Registered Investment Advisor (RIA) Wealth Management. Its NAICS code is 523940 and its SIC code is 6282.