Nationwide Advisory Solutions
Nationwide Advisory Solutions, a Louisville-based Nationwide subsidiary, provides multi-channel retirement plan participant services — telephone, website, and mobile — to roughly 3 million participants across 30,000 retirement plans totaling $250 billion in assets.
- Company typePrivate
- Founded1937
- HeadquartersLouisville, United States
- Headcount101–250
- GTM typeB2B
- OfferingServices
What Nationwide Advisory Solutions does
Nationwide Advisory Solutions is a private, Louisville, United States–based financial services firm that provides retirement plan participant services to Registered Investment Advisors (RIAs) and fee-based advisors. Founded in 1937 and operating as a subsidiary within the Nationwide financial services conglomerate, the company supports approximately 3 million participants across 30,000 retirement plans representing $250 billion in assets under management. Its offering centers on multi-channel participant service — telephone, website, and mobile — covering account management, plan navigation, and retirement preparation. The unit has earned 12 consecutive DALBAR Plan Participant Service Awards and 6 consecutive DALBAR Customer Experience Excellence Awards, with the most recent recognitions in 2025.
The product surface is service-led rather than technology-led: no proprietary technology platform, mobile application, public API, SDK, integration catalog, or named AI capability is disclosed in the available data. The firm operates alongside sister Nationwide entities such as Nationwide Retirement Solutions and Nationwide Fund Advisors, suggesting its role is focused participant servicing within a broader retirement-services stack rather than standalone platform delivery. No management team, partnership, M&A, funding, or product launch history is available for the entity.
Specific revenue figures, pricing models, customer concentration by employer, and go-to-market details are not disclosed. The implied business model relies on fees generated from large-scale retirement plan relationships inherited through the Nationwide parent organization, with no public pricing, marketing channels, or distribution channels identified. As a subsidiary of a diversified financial services conglomerate, the entity's standalone financial profile is not separately reported.
Nationwide Advisory Solutions firmographics
Firmographics- Name
- Nationwide Advisory Solutions
- Legal name
- Nationwide Advisory Solutions
- Website
- https://nationwideadvisory.com
- Company type
- Private
- Founded year
- 1937
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Nationwide Advisory Solutions, a Louisville-based Nationwide subsidiary, provides multi-channel retirement plan participant services — telephone, website, and mobile — to roughly 3 million participants across 30,000 retirement plans totaling $250 billion in assets.
- Ownership category
- akta.pro rank
Nationwide Advisory Solutions industry classification
Industry- Product category
- Retirement Plan Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE)
- akta.pro secondary industries
- Retirement Plan Participant Advice & Managed Accounts (FSAEABAF), Annuity & Insurance-Based Retirement Solutions Advisory (FSAEABAH)
Keywords
Where Nationwide Advisory Solutions is headquartered
LocationHeadquarters
- HQ city
- Louisville
- HQ country
- United States
- HQ region
- North America
Markets served
Nationwide Advisory Solutions business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales
Nationwide Advisory Solutions product offering
Product offeringCore offering
Nationwide Advisory Solutions provides retirement plan participant servicing and support services for registered investment advisors (RIAs) and fee-based advisors. The firm delivers multi-channel service (telephone, website, and mobile) to approximately 3 million participants across 30,000 retirement plans representing $250 billion in assets, helping participants prepare for retirement and navigate their plan accounts.
Differentiator
Problem solved
Functional benefit
Products and services
- Retirement Plan Participant Services Multi-channel retirement plan participant servicing delivered via telephone, website, and mobile channels, helping participants prepare for retirement, navigate their plan accounts, and manage their retirement savings. Currently serves approximately 3 million participants across 30,000 retirement plans representing $250 billion in assets. The service is targeted at RIAs and fee-based advisors that need outsourced participant support for their retirement plan practices.
- Advisory Solutions for RIAs and Fee-Based Advisors Advisory solutions tailored for registered investment advisors (RIAs) and fee-based advisors, providing retirement plan support infrastructure that has earned the loyalty and respect of fee-based advisors. The offering leverages the Nationwide brand's reputation and the firm's established participant servicing infrastructure.
Quantifiable outcome
- 6 consecutive Customer Experience Excellence Awards from DALBAR
- +1 more outcomes
Companies that use Nationwide Advisory Solutions
Customer profileSegments1 record
Ideal customer profiles1 record
Nationwide Advisory Solutions technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Nationwide Advisory Solutions partnerships and signals
Strategic signalScale indicators3 records
Recent moves3 records
Expansion highlights2 records
Nationwide Advisory Solutions competitors and assessment
Company assessmentBroad incumbents
- Voya Financial: Voya Financial provides retirement plan services, participant support, and investment solutions across employer-sponsored plans. It competes with Nationwide Advisory Solutions in the mid-to-large plan sponsor market.
- Alight Solutions: Alight Solutions provides benefits administration and retirement plan services to large employers, including participant support across multiple channels. It is a broad incumbent competing for large enterprise plan clients.
- Fidelity Workplace Investing: Fidelity's workplace retirement division serves as a broad incumbent providing retirement plan services, participant support, and investment options to millions of participants. It competes with Nationwide Advisory Solutions across the full retirement plan services stack.
- Principal Financial Group: Principal Financial is a broad incumbent offering retirement plan services, participant support, and integrated retirement solutions. It serves as a comparable competitor across multiple retirement plan market segments.
Direct peers
- CAPTRUST: CAPTRUST is an RIA-focused retirement plan advisory firm serving employer plans with participant services and investment advice. It is comparable in its focus on fee-based advisors and RIA distribution channels.
- T. Rowe Price Retirement Plan Services: T. Rowe Price provides retirement plan recordkeeping and participant services for employer-sponsored plans, with strong RIA and advisor distribution. It competes directly for the same fee-based advisor channel as Nationwide Advisory Solutions.
- Vanguard Retirement Plan Services: Vanguard's retirement plan services division serves large employer plans with participant support and investment offerings. It competes directly with Nationwide Advisory Solutions, particularly in the fee-conscious and RIA-served plan market.
- Empower Retirement: Empower Retirement is a major retirement plan services provider serving millions of participants across employer-sponsored plans. It competes directly with Nationwide Advisory Solutions in the participant services market with similar multi-channel support capabilities.
- Schwab Retirement Plan Services: Schwab Retirement Plan Services provides recordkeeping and participant services for employer-sponsored retirement plans. It is a direct peer competing for the same plan sponsors and RIA distribution channels as Nationwide Advisory Solutions.
Emerging players
- Morningstar Retirement: Morningstar's retirement practice provides advisory tools and participant services for retirement plans, with strong analytics and research capabilities. It competes in the participant advice and managed account space.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks4 records
Key highlights6 records
Customer concentration
Nationwide Advisory Solutions social profiles
Digital presenceNationwide Advisory Solutions financial estimates
Financial estimateRevenue estimate
Valuation estimate
Nationwide Advisory Solutions leadership team
Management profileNumber of profiles
Nationwide Advisory Solutions funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Nationwide Advisory Solutions 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 Nationwide Advisory Solutions
What does Nationwide Advisory Solutions do?
Nationwide Advisory Solutions provides retirement plan participant servicing and support services for registered investment advisors (RIAs) and fee-based advisors. The firm delivers multi-channel service (telephone, website, and mobile) to approximately 3 million participants across 30,000 retirement plans representing $250 billion in assets, helping participants prepare for retirement and navigate their plan accounts.
Is Nationwide Advisory Solutions a public or private company?
Nationwide Advisory Solutions is a private company. It is classified as corporate owned and is currently operating.
When was Nationwide Advisory Solutions founded?
Nationwide Advisory Solutions was founded in 1937. It employs 101 to 250 people.
Where is Nationwide Advisory Solutions based?
Nationwide Advisory Solutions is headquartered in Louisville, United States, in the North America region.
Who are Nationwide Advisory Solutions's main competitors?
Broad incumbents on record are Voya Financial, Alight Solutions, Fidelity Workplace Investing and Principal Financial Group. Direct peers are CAPTRUST, T. Rowe Price Retirement Plan Services, Vanguard Retirement Plan Services, Empower Retirement and Schwab Retirement Plan Services. Morningstar Retirement is listed as an emerging player.
Does Nationwide Advisory Solutions have an API?
No public API is recorded for Nationwide Advisory Solutions.
What industry is Nationwide Advisory Solutions in?
Nationwide Advisory Solutions's product category is Retirement Plan Services. Its primary akta.pro industry code is FSAEABAE, Employer Retirement Plan Advisory (401(k)/Pension), with a secondary code of FSAEABAF, Retirement Plan Participant Advice & Managed Accounts. Its NAICS code is 523940 and its SIC code is 6282.