GRP Advisor Alliance

Financial Advisory Servicesgrpaa.com

GRP Advisor Alliance is a Carlsbad, California-based private advisory firm (founded 2014, 11–50 employees) offering programs and consulting in financial wellness, investments, retirement plans, and business consulting, though its primary web domain is currently parked.

Company typePrivate
Founded2014
HeadquartersCarlsbad, United States
Headcount11–50
GTM typeB2B
OfferingServices

GRP Advisor Alliance firmographics

Firmographics

Name: GRP Advisor Alliance
Website: https://grpaa.com
Company type: Private
Founded year: 2014
Operating status: Operating
Headcount range: 11–50 employees
Short description: GRP Advisor Alliance is a Carlsbad, California-based private advisory firm (founded 2014, 11–50 employees) offering programs and consulting in financial wellness, investments, retirement plans, and business consulting, though its primary web domain is currently parked.
Ownership category
akta.pro rank

GRP Advisor Alliance industry classification

Industry

Product category: Financial Advisory Services
NAICS: Portfolio Management and Investment Advice (523940)
SIC: Investment Advice (6282), Services-Management Consulting Services (8742)
akta.pro primary industry: Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE)

Keywords

Financial advisory services
Retirement plan advisory
Investment advisory
Financial wellness programs
Business consulting services

Where GRP Advisor Alliance is headquartered

Location

Headquarters

HQ city: Carlsbad
HQ country: United States
HQ region: North America

Markets served

GRP Advisor Alliance business model

Business model

GTM type: B2B
Offering type: Services
Cost components: Personnel, Operations, Marketing or Sales

GRP Advisor Alliance product offering

Product offering

Core offering

GRP Advisor Alliance provides programs and advisory services centered on financial wellness, investments, retirement plan advisory, and business consulting. The firm delivers these services to clients seeking guidance on personal finance wellness programs, retirement planning structures, investment strategies, and broader business consulting needs. Founded in 2014, the firm operates with a small team of 11-50 employees based in Carlsbad, United States.

Differentiator

Problem solved

Functional benefit

Products and services

Financial Wellness Programs Advisory programs designed to deliver financial wellness guidance, targeting organizations and individuals seeking structured support for personal finance education and wellness initiatives.
Investment Advisory Advisory services providing investment guidance to clients, supporting organizations and individuals in shaping investment strategies and decisions.
Retirement Plan Advisory Advisory services supporting retirement plan design, administration, and guidance for organizations and individuals.
Business Consulting General business consulting services provided to clients seeking strategic and operational advisory support beyond financial services topics.

Companies that use GRP Advisor Alliance

Customer profile

Ideal customer profiles1 record

GRP Advisor Alliance technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

GRP Advisor Alliance competitors and assessment

Company assessment

Broad incumbents

NFP: Insurance, benefits, and retirement advisory platform serving mid-market employers; comparable bundled benefits/retirement advisory positioning.
Mercer: Global consulting leader in health, wealth, and career; retirement and investment advisory business is a direct adjacency to GRP's retirement and investments offering.
Milliman: Actuarial and consulting firm with a major retirement and investment practice; relevant broad incumbent for retirement plan and business consulting work.
Lockton: Large independent insurance brokerage with retirement services practice; relevant broad incumbent in retirement and benefits advisory.
Aon Retirement Solutions: Retirement, investment, and benefits consulting arm of a global professional services firm; comparable on retirement plan advisory and institutional consulting.
OneDigital: Employee benefits and financial advisory platform with retirement advisory and financial wellness capabilities; broad incumbent overlapping with GRP's bundled service model.

Direct peers

SageView Advisory Group: Independent retirement plan and financial advisory firm serving employer-sponsored plans; directly comparable to GRP's retirement advisory focus and mid-market employer target.
CAPTRUST Financial Advisors: Large retirement plan and corporate investment advisory firm; directly comparable on retirement plan advisory services and institutional plan sponsorship.
Retirement Benefits Group: Specialist retirement plan advisory firm focused on small and mid-sized employer plans; closely mirrors GRP's retirement plan niche.

Others

Charles Schwab Retirement Plan Services: Recordkeeping and custody platform for employer-sponsored retirement plans; adjacent ecosystem participant rather than direct competitor, but indicative of the competitive landscape for small advisors.

Market position

Customer concentration

GRP Advisor Alliance financial estimates

Financial estimate

Revenue estimate

Valuation estimate

GRP Advisor Alliance leadership team

Management profile

Number of profiles

GRP Advisor Alliance funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

GRP Advisor Alliance M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about GRP Advisor Alliance

What does GRP Advisor Alliance do?

When was GRP Advisor Alliance founded?

GRP Advisor Alliance was founded in 2014. It employs 11 to 50 people.

Where is GRP Advisor Alliance based?

GRP Advisor Alliance is headquartered in Carlsbad, United States, in the North America region.

Who are GRP Advisor Alliance's main competitors?

Broad incumbents on record are NFP, Mercer, Milliman, Lockton, Aon Retirement Solutions and OneDigital. Direct peers are SageView Advisory Group, CAPTRUST Financial Advisors and Retirement Benefits Group. Charles Schwab Retirement Plan Services is listed as an others.

Does GRP Advisor Alliance have an API?

No public API is recorded for GRP Advisor Alliance.

What industry is GRP Advisor Alliance in?

GRP Advisor Alliance's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAEABAE, Employer Retirement Plan Advisory (401(k)/Pension). Its NAICS code is 523940 and its SIC code is 6282.